Neville Rodie & Shaw Inc Top Holdings and 13F Report (2025) About Neville Rodie & Shaw IncInvestment ActivityNeville Rodie & Shaw Inc has $1.28 million in total holdings as of March 31, 2025.Neville Rodie & Shaw Inc owns shares of 249 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 1.47% of the portfolio was purchased this quarter.About 4.12% of the portfolio was sold this quarter.This quarter, Neville Rodie & Shaw Inc has purchased 260 new stocks and bought additional shares in 46 stocks.Neville Rodie & Shaw Inc sold shares of 121 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $126,383Microsoft $65,125Alphabet $45,065Visa $42,700Quanta Services $38,604 Largest New Holdings this Quarter 101137107 - Boston Scientific $2,341 Holding316066406 - FIDELITY FOCUSED STOCK FUND $782 Holding92939U106 - WEC Energy Group $226 Holding59156R108 - MetLife $225 Holding855244109 - Starbucks $218 Holding Largest Purchases this Quarter American Express 14,439 shares (about $3.88K)Boston Scientific 23,205 shares (about $2.34K)First Trust Nasdaq Cybersecurity ETF 23,079 shares (about $1.45K)Oracle 7,832 shares (about $1.10K)Salesforce 4,015 shares (about $1.08K) Largest Sales this Quarter Apple 32,269 shares (about $7.17K)Onsemi 118,191 shares (about $4.81K)Thermo Fisher Scientific 4,522 shares (about $2.25K)Emerson Electric 17,985 shares (about $1.97K)LAM RESEARCH CORP COM NEW 27,100 shares (about $1.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNeville Rodie & Shaw Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$126,383$7,168 ▼-5.4%568,9599.9%Computer and TechnologyMSFTMicrosoft$65,125$204 ▲0.3%173,4855.1%Computer and TechnologyGOOGLAlphabet$45,065$185 ▼-0.4%291,4163.5%Computer and TechnologyVVisa$42,700$855 ▼-2.0%121,8373.3%Business ServicesPWRQuanta Services$38,604$586 ▼-1.5%151,8763.0%ConstructionTMOThermo Fisher Scientific$36,981$2,250 ▼-5.7%74,3182.9%MedicalCOSTCostco Wholesale$33,609$618 ▼-1.8%35,5352.6%Retail/WholesaleJPMJPMorgan Chase & Co.$33,047$1,584 ▼-4.6%134,7222.6%FinanceXOMExxon Mobil$29,375$216 ▼-0.7%246,9932.3%EnergyJNJJohnson & Johnson$28,539$1,210 ▼-4.1%172,0922.2%MedicalORCLOracle$25,323$1,095 ▲4.5%181,1222.0%Computer and TechnologyBRK.BBerkshire Hathaway$25,048$235 ▼-0.9%47,0312.0%FinanceBXBlackstone$24,770$314 ▼-1.3%177,2111.9%FinanceLAM RESEARCH CORP COM NEW$23,460$1,970 ▼-7.7%322,6921.8%COMGOOGAlphabet$23,286$179 ▼-0.8%149,0541.8%Computer and TechnologyAMZNAmazon.com$21,168$236 ▲1.1%111,2581.7%Retail/WholesaleZTSZoetis$20,212$598 ▼-2.9%122,7531.6%MedicalABBVAbbVie$19,174$1,072 ▼-5.3%91,5151.5%MedicalHDHome Depot$17,284$290 ▼-1.6%47,1601.4%Retail/WholesaleGEGeneral Electric$17,066$96 ▲0.6%85,2651.3%TransportationDHRDanaher$16,549$1,187 ▼-6.7%80,7301.3%MedicalAXPAmerican Express$15,876$3,885 ▲32.4%59,0091.2%FinanceMETAMeta Platforms$15,601$296 ▲1.9%27,0681.2%Computer and TechnologyCRMSalesforce$15,384$1,077 ▲7.5%57,3261.2%Computer and TechnologyMRKMerck & Co., Inc.$15,008$913 ▼-5.7%167,1911.2%MedicalUNHUnitedHealth Group$14,182$255 ▲1.8%27,0771.1%MedicalIBMInternational Business Machines$13,504$73 ▲0.5%54,3051.1%Computer and TechnologyNVDANVIDIA$13,112$60 ▲0.5%120,9741.0%Computer and TechnologyNEENextEra Energy$13,019$265 ▼-2.0%183,6411.0%UtilitiesLLYEli Lilly and Company$12,464$50 ▲0.4%15,0911.0%MedicalPGProcter & Gamble$12,370$520 ▼-4.0%72,5841.0%Consumer StaplesFIDELITY CONTRAFUND$12,318$71 ▼-0.6%615,2621.0%MUTUAL FUNDSETNEaton$11,130$695 ▲6.7%40,9440.9%IndustrialsJJacobs Solutions$10,632$218 ▼-2.0%87,9470.8%Business ServicesNSCNorfolk Southern$10,342$455 ▼-4.2%43,6650.8%TransportationTMUST-Mobile US$10,254$444 ▲4.5%38,4450.8%Computer and TechnologyCVXChevron$10,229$211 ▼-2.0%61,1450.8%EnergyQCOMQUALCOMM$9,761$76 ▼-0.8%63,5440.8%Computer and TechnologyJPMORGAN HEDGED EQUITY FUND I$9,254$771 ▼-7.7%293,9520.7%MUTUAL FUNDSRTXRTX$8,823$176 ▼-2.0%66,6050.7%AerospaceHWMHowmet Aerospace$8,569$867 ▲11.3%66,0540.7%AerospaceUNPUnion Pacific$8,272$761 ▼-8.4%35,0170.6%TransportationADPAutomatic Data Processing$7,826$66 ▼-0.8%25,6160.6%Business ServicesMCDMcDonald's$7,781$1,360 ▼-14.9%24,9100.6%Retail/WholesaleHONHoneywell International$7,360$143 ▼-1.9%34,7570.6%Multi-Sector ConglomeratesSHELShell$6,984$410 ▼-5.5%95,3000.5%EnergyAVGOBroadcom$6,962$53 ▲0.8%41,5830.5%Computer and TechnologyVGTVanguard Information Technology ETF$6,581$2 ▼0.0%12,1330.5%ETFABTAbbott Laboratories$6,397$46 ▼-0.7%48,2200.5%MedicalLINDE PLC SHS$6,309$42 ▼-0.7%13,5490.5%COMCATCaterpillar$5,984$58 ▼-1.0%18,1450.5%IndustrialsPEPPepsiCo$5,962$847 ▼-12.4%39,7630.5%Consumer StaplesRSPTInvesco S&P 500 Equal Weight Technology ETF$5,936$152 ▲2.6%173,5600.5%ETFIBBiShares Biotechnology ETF$5,816$165 ▼-2.8%45,4740.5%FinanceSPGIS&P Global$5,797$2 ▲0.0%11,4100.5%Business ServicesGE VERNOVA INC$5,667$56 ▲1.0%18,5630.4%COMMKLMarkel Group$5,020$174 ▼-3.3%2,6850.4%Multi-Sector ConglomeratesEMREmerson Electric$4,773$1,972 ▼-29.2%43,5370.4%IndustrialsWABWestinghouse Air Brake Technologies$4,702$490 ▼-9.4%25,9260.4%TransportationISRGIntuitive Surgical$4,615$10 ▲0.2%9,3170.4%MedicalBKBank of New York Mellon$4,1880.0%49,9350.3%FinanceBPBP$4,140$111 ▼-2.6%122,5360.3%EnergyKOCoca-Cola$4,000$299 ▼-7.0%55,8550.3%Consumer StaplesVRTVertiv$3,997$996 ▲33.2%55,3550.3%Computer and TechnologyGDXVanEck Gold Miners ETF$3,942$12 ▼-0.3%85,7430.3%ETFGSThe Goldman Sachs Group$3,823$221 ▲6.1%6,9980.3%FinancePANWPalo Alto Networks$3,808$473 ▲14.2%22,3150.3%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$3,676$64 ▼-1.7%18,6150.3%FinanceHUBBHubbell$3,621$141 ▼-3.7%10,9440.3%IndustrialsNSRGYNestlé$3,438$205 ▼-5.6%34,0450.3%Consumer StaplesVANGUARD 500 INDEX FUND ADM$3,409$207 ▲6.5%6,5850.3%MUTUAL FUNDSGLWCorning$3,157$18 ▲0.6%68,9690.2%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$3,138$1,454 ▲86.3%49,8090.2%ManufacturingBMYBristol-Myers Squibb$3,055$30 ▼-1.0%50,0890.2%MedicalMMM3M$3,024$303 ▲11.1%20,5920.2%Multi-Sector ConglomeratesMOG.AMoog$2,972$225 ▼-7.0%17,1420.2%AerospaceCOPConocoPhillips$2,921$74 ▼-2.5%27,8130.2%EnergyAMEAMETEK$2,919$5 ▼-0.2%16,9600.2%Computer and TechnologyPFEPfizer$2,593$61 ▼-2.3%102,3240.2%MedicalBACBank of America$2,472$1 ▲0.0%59,2480.2%FinanceDISWalt Disney$2,455$111 ▼-4.3%24,8690.2%Consumer DiscretionaryVZVerizon Communications$2,420$135 ▼-5.3%53,3600.2%Computer and TechnologyWFCWells Fargo & Company$2,3990.0%33,4230.2%FinanceBSXBoston Scientific$2,341$2,341 ▲New Holding23,2050.2%MedicalCRWDCrowdStrike$2,333$330 ▲16.5%6,6180.2%Computer and TechnologyPYPLPayPal$2,291$196 ▼-7.9%35,1170.2%Computer and TechnologyCBChubb$2,163$94 ▼-4.1%7,1640.2%FinanceESEversource Energy$2,117$13 ▼-0.6%34,0860.2%UtilitiesNOWServiceNow$2,1170.0%2,6590.2%Computer and TechnologyPSXPhillips 66$2,025$15 ▼-0.8%16,4030.2%EnergyRIORio Tinto Group$1,965$2 ▼-0.1%32,7000.2%Basic MaterialsDEDeere & Company$1,951$127 ▼-6.1%4,1550.2%IndustrialsEPDEnterprise Products Partners$1,779$752 ▼-29.7%52,0920.1%EnergyUPSUnited Parcel Service$1,760$14 ▲0.8%15,9970.1%TransportationBABoeing$1,759$14 ▼-0.8%10,3120.1%AerospaceCFRCullen/Frost Bankers$1,7500.0%13,9740.1%FinanceGILDGilead Sciences$1,745$96 ▲5.8%15,5810.1%MedicalSTTState Street$1,711$86 ▲5.3%19,1100.1%FinanceCSXCSX$1,7070.0%58,0140.1%TransportationSCHWAB S&P 500 INDEX SELECT FD$1,695$10 ▼-0.6%19,6180.1%MUTUAL FUNDSShowing largest 100 holdings. 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