Whipplewood Advisors, LLC Purchases in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator ETF Trust
29K
New
N/A
29K $713M
Innovator ETF Trust
29.2K
New
N/A
29.2K $712M
Innovator ETF Trust
28.7K
New
N/A
28.7K $711M
Innovator ETF Trust
32.6K
New
N/A
32.6K $710M
ORCC
Owl Rock Capital Corp

Financial Services
43
New
N/A
43 $575M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
47.7K
+ 477.01%
$50.39 - $50.66 $2.4M - $2.42M
57.7K $974M
XYLG
Global X Fds S&P 500 Covered C

ETFs
53
New
$26.14 - $28.86 $1.39K - $1.53K
53 $462M
VEA
Vanguard Ftse Developed Market

ETFs
3.6K
+ 4.43%
$47.4 - $52.99 $170K - $190K
84.7K $4.13B
SE
Sea LTD

Consumer Cyclical
4.82K
+ 231.65%
$104.87 - $146.31 $505K - $705K
6.9K $437M
Arista Networks Inc
41.6K
New
N/A
41.6K $204M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
250
+ 74.85%
$402.49 - $513.76 $101K - $128K
584 $266M
Lam Research Corp
1.06K
New
N/A
1.06K $113M
JNJ
Johnson & Johnson

Healthcare
82
+ 5.28%
$142.06 - $167.7 $11.6K - $13.8K
1.64K $295M
MELI
Mercadolibre Inc

Consumer Cyclical
93
+ 71.54%
$1739.0 - $2260.0 $162K - $210K
223 $287M
IEFA
Ishares Tr

ETFs
16.5K
+ 308.59%
$69.57 - $78.65 $1.15M - $1.3M
21.9K $434M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.1K
+ 97.21%
$68.32 - $75.06 $690K - $758K
20.5K $784M
CRWD
Crowd Strike Holdings, Inc.

Technology
65
+ 41.67%
$308.86 - $455.36 $20.1K - $29.6K
221 $110M
SHOP
Shopify Inc.

Technology
129
+ 243.4%
$90.59 - $129.31 $11.7K - $16.7K
182 $60.8M
CYBR
Cyber Ark Software Ltd.

Technology
46
+ 135.29%
$312.8 - $414.31 $14.4K - $19.1K
80 $64.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
914
New
$79.17 - $82.04 $72.4K - $75K
914 $49.9M
CVX
Chevron Corp

Energy
24
+ 1.17%
$146.71 - $167.97 $3.52K - $4.03K
2.07K $344M
CGDV
Capital Group Divid Value ETF

ETFs
1.39K
+ 18.9%
$34.95 - $37.36 $48.6K - $52K
8.75K $302M
AJG
Arthur J. Gallagher & Co.

Financial Services
153
+ 17.79%
$275.89 - $345.24 $42.2K - $52.8K
1.01K $284M
IOT
Samsara Inc.

Technology
243
New
$34.06 - $60.96 $8.28K - $14.8K
243 $37.5M
KMB
Kimberly Clark Corp

Consumer Defensive
234
+ 329.58%
$124.46 - $147.4 $29.1K - $34.5K
305 $46.6M
ABBV
Abb Vie Inc.

Healthcare
1.26K
+ 116.08%
$169.2 - $216.66 $213K - $272K
2.34K $228M
MCK
Mckesson Corp

Healthcare
370
+ 84.67%
$566.21 - $672.99 $209K - $249K
807 $283M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.39%
$114.1 - $135.66 $685 - $814
1.56K $212M
NVS
Novartis Ag

Healthcare
120
+ 8.02%
$97.14 - $115.57 $11.7K - $13.9K
1.62K $175M
SHEL
Shell PLC

Energy
66
+ 3.0%
$62.84 - $73.29 $4.15K - $4.84K
2.27K $166M
VTV
Vanguard Value ETF

ETFs
11.7K
+ 186.82%
$167.73 - $179.21 $1.96M - $2.1M
18K $1.09B
Blackrock Inc
14
New
N/A
14 $27.4M
FIX
Comfort Systems Usa Inc

Industrials
43
New
$313.26 - $550.27 $13.5K - $23.7K
43 $26.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
44
New
$44.72 - $46.25 $1.97K - $2.04K
44 $26.7M
HOOD
Robinhood Markets, Inc.

Technology
508
+ 564.44%
$35.63 - $65.28 $18.1K - $33.2K
598 $29.2M
PWR
Quanta Services, Inc.

Industrials
2.64K
+ 18885.71%
$236.71 - $358.03 $626K - $947K
2.66K $29.5M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
33
New
$44.81 - $46.22 $1.48K - $1.53K
33 $24.9M
NEM
Newmont Corp

Basic Materials
40
+ 1.89%
$37.79 - $48.39 $1.51K - $1.94K
2.16K $102M
COMP
Compass, Inc.

Technology
2.35K
New
$5.35 - $10.24 $12.6K - $24K
2.35K $21.4M
O
Realty Income Corp

Real Estate
112
+ 2.2%
$51.67 - $58.49 $5.79K - $6.55K
5.21K $294M
SNOW
Snowflake Inc.

Technology
159
+ 50.96%
$146.16 - $192.78 $23.2K - $30.7K
471 $69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 56.03%
$442.66 - $534.52 $63.7K - $77K
401 $137M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
96
+ 204.26%
$1187.71 - $1432.58 $114K - $138K
143 $75.9M
TJX
Tjx Companies Inc

Consumer Cyclical
110
+ 24.94%
$112.81 - $126.16 $12.4K - $13.9K
551 $73.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
38
New
$95.85 - $99.25 $3.64K - $3.77K
38 $19.7M
CEG
Constellation Energy Corp

Utilities
116
+ 158.9%
$201.63 - $347.44 $23.4K - $40.3K
189 $35.9M
QCOM
Qualcomm Inc

Technology
193
+ 6.81%
$151.94 - $175.86 $29.3K - $33.9K
3.03K $454M
VV
Vanguard Large Cap ETF

ETFs
294
New
$253.32 - $282.66 $74.5K - $83.1K
294 $19.3M
ENB
Enbridge Inc

Energy
274
New
$41.54 - $45.45 $11.4K - $12.5K
274 $18.7M
Activity Summary
Buys All Purchases 639 New Holdings 59 Increased Positions 580 Sells All Sells 561 Reductions 561 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email