NR

NEVILLE RODIE & SHAW INC

13F
NEVILLE RODIE & SHAW INC
Last update 2025-04-01 214 Stocks (5 new)
Value $1.24 Bil Turnover 1 %
Countries:
Top Holdings: AAPL(10.23%)MSFT(5.27%)GOOGL(3.65%)V(3.46%)PWR(3.12%)
Summary Stock Picks Current Portfolio
NEVILLE RODIE & SHAW INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
568,959
126,380.0
-5.37%
10.230
-0.61%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
MSFT 		Microsoft Corp
173,485
65,130.0
+0.31%
5.270
+0.02%
0.000
+11.65%
+8.19%
3,376,381.7
Software
GOOGL 		Alphabet Inc
291,416
45,060.0
-0.41%
3.650
-0.02%
0.000
-10.18%
-12.11%
2,023,443.5
Interactive Media
V 		Visa Inc
121,837
42,700.0
-1.96%
3.460
-0.06%
0.010
+3.37%
+15.92%
699,450.8
Credit Services
PWR 		Quanta Services Inc
151,876
38,600.0
-1.49%
3.120
-0.05%
0.100
+20.83%
+9.17%
51,097.4
Construction
TMO 		Thermo Fisher Scientific Inc
74,318
36,990.0
-5.74%
2.990
-0.18%
0.020
-22.46%
-20.73%
155,550.1
Medical Diagnostics & Research
COST 		Costco Wholesale Corp
35,535
33,610.0
-1.80%
2.720
-0.05%
0.010
-4.17%
+12.23%
455,143.7
Retail - Defensive
JPM 		JPMorgan Chase & Co
134,722
33,050.0
-4.57%
2.680
-0.12%
0.000
-2.67%
+12.89%
743,574.5
Banks
XOM 		Exxon Mobil Corp
246,993
29,380.0
-0.73%
2.380
-0.01%
0.010
+0.87%
+2.41%
466,259.8
Oil & Gas
JNJ 		Johnson & Johnson
172,092
28,540.0
-4.07%
2.310
-0.08%
0.010
-2.31%
+5.48%
364,111.1
Drug Manufacturers

NEVILLE RODIE & SHAW INC's Historical Top Holdings Breakdowns

NEVILLE RODIE & SHAW INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2025-03-31Reduce
-0.61%
●
209.68 ($231.67) 247.1
$211.26
-8.81%
Reduce -5.37%
568,959
-32,269
ON 		ON Semiconductor Corp2025-03-31Reduce
-0.56%
●
40.69 ($50.33) 64.51
$44.92
-10.75%
Reduce -82.58%
24,925
-118,191
AXP 		American Express Co2025-03-31Add
+0.32%
●
255.39 ($295.58) 325.87
$299.72
1.40%
Add 32.4%
59,009
14,439
MU 		Micron Technology Inc2025-03-31Sold Out
-0.25%
●
86.89 ($96.05) 109.38
$98.00
2.03%
Sold Out
0
-39,775
BSX 		Boston Scientific Corp2025-03-31New Buy
+0.19%
●
89.38 ($100.7) 106.18
$106.04
5.30%
New holding
23,205
23,205
TMO 		Thermo Fisher Scientific Inc2025-03-31Reduce
-0.18%
●
497.6 ($541.6) 606.74
$412.06
-23.92%
Reduce -5.74%
74,318
-4,522
EMR 		Emerson Electric Co2025-03-31Reduce
-0.17%
●
108.64 ($120.56) 131.17
$120.61
0.04%
Reduce -29.23%
43,537
-17,985
LRCX 		Lam Research Corp2025-03-31Reduce
-0.15%
●
72.44 ($78.75) 89.02
$84.43
7.21%
Reduce -7.75%
322,692
-27,100
CIBR 		First Trust NASDAQ CEA Cybersecurity ETF2025-03-31Add
+0.12%
●
62.72 ($66.38) 71.92
$71.42
7.59%
Add 86.34%
49,809
23,079
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.12%
●
225.19 ($254.94) 279.95
$267.56
4.95%
Reduce -4.57%
134,722
-6,459

NEVILLE RODIE & SHAW INC Total Holding History ($B)

To

NEVILLE RODIE & SHAW INC's Asset Allocation

To

NEVILLE RODIE & SHAW INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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NEVILLE RODIE & SHAW INC's Hypothetical Growth since 2025-03-31

NEVILLE RODIE & SHAW INC's Yearly Returns

Year Portfolio % % Excess Gain %

NEVILLE RODIE & SHAW INC's Holdings Heat Map

Size field:

NEVILLE RODIE & SHAW INC's Holdings Bubble Chart

NEVILLE RODIE & SHAW INC News

  • 1

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