Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EIC
Eagle Point Income CO Inc.

N/A
161K
New
$12.8 - $15.19 $2.06M - $2.44M
161K $2.2B
BALT
Innovator Etfs Tr
137K
+ 91268.67%
$30.33 - $32.1 $4.15M - $4.39M
137K $4.4B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
41.5K
+ 2948.69%
$40.51 - $71.03 $1.68M - $2.95M
42.9K $3.02B
NVDA
Nvidia Corp

Technology
1.25K
+ 6.74%
$94.31 - $157.99 $117K - $197K
19.7K $3.11B
MSFT
Microsoft Corp

Technology
194
+ 2.36%
$354.56 - $497.45 $68.8K - $96.5K
8.41K $4.18B
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
59.5K
New
$15.82 - $16.65 $942K - $991K
59.5K $987M
PHK
Pimco High Income Fund

Financial Services
205K
New
$4.43 - $4.88 $907K - $999K
205K $982M
PFN
Pimco Income Strategy Fund Ii

Financial Services
133K
New
$6.87 - $7.56 $912K - $1M
133K $981M
Fred Alger Management LLC
39.3K
+ 39302.0%
N/A
39.4K $1.22B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
46.6K
New
$14.19 - $19.22 $661K - $896K
46.6K $895M
ARCC
Ares Capital Corp

Financial Services
41.5K
+ 1036600.0%
$18.91 - $22.43 $784K - $930K
41.5K $911M
SFLR
Innovator Etfs Tr Equity Manag
28.2K
+ 128.28%
N/A
50.2K $1.69B
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.08%
$221.86 - $362.89 $2K - $3.27K
11K $3.48B
BXSL
Blackstone Secured Lending Fund

Financial Services
25.1K
+ 8300.66%
$26.88 - $32.74 $674K - $821K
25.4K $780M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.12K
+ 94.63%
$180.84 - $240.32 $1.29M - $1.71M
14.7K $3.52B
Oaktree Specialty Lending Corp
73.2K
+ 138043.41%
N/A
73.2K $1B
FSK
Fs Kkr Capital Corp

Financial Services
24.1K
New
$17.95 - $21.5 $433K - $519K
24.1K $501M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
34.8K
New
$13.55 - $16.25 $472K - $566K
34.8K $476M
HOOD
Robinhood Markets, Inc.

Technology
4.62K
+ 772.58%
$34.17 - $93.63 $158K - $433K
5.22K $489M
MPV
Barings Participation Investors

Financial Services
21.8K
New
$15.85 - $20.11 $345K - $438K
21.8K $438M
VT
Vanguard Total World Stk Index

ETFs
21.2K
+ 317.95%
$103.16 - $128.52 $2.18M - $2.72M
27.8K $3.58B
ORCC
Owl Rock Capital Corp

Financial Services
68.1K
+ 158455.81%
N/A
68.2K $978M
Innovator Capital Management LLC
30.4K
+ 59535.29%
N/A
30.4K $908M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
124K
+ 2526.51%
N/A
129K $3.18B
VIG
Vanguard Dividend Appreciation

ETFs
14.9K
+ 444.06%
N/A
18.2K $3.73B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
400
+ 13.96%
$141.37 - $228.57 $56.5K - $91.4K
3.27K $740M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
48.2K
+ 21120.18%
$14.02 - $15.15 $675K - $730K
48.4K $716M
IVV
Ishares Core S&P 500 ETF

ETFs
3.27K
+ 6679.59%
$498.8 - $620.9 $1.63M - $2.03M
3.32K $2.06B
American Beacon Advisors Inc
6.23K
New
N/A
6.23K $207M
NFLX
Netflix Inc

Communication Services
10
+ 1.94%
$855.86 - $1339.13 $8.56K - $13.4K
525 $703M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
33.6K
+ 20110.78%
$75.29 - $91.16 $2.53M - $3.06M
33.8K $3.04B
JEPI
J P Morgan Exchange Traded Fd

ETFs
43.9K
+ 191.17%
$51.14 - $57.0 $2.25M - $2.5M
66.9K $3.8B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
29.9K
+ 71242.86%
$33.13 - $40.67 $991K - $1.22M
30K $1.22B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
36.9K
+ 1285.35%
$45.88 - $54.4 $1.69M - $2.01M
39.8K $2.17B
PZC
Pimco California Municipal Income Fund Iii

Financial Services
27.2K
New
$6.13 - $6.61 $167K - $180K
27.2K $169M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
35.6K
+ 407.34%
$22.92 - $28.05 $817K - $999K
44.4K $1.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
992
+ 181.35%
$416.06 - $551.64 $413K - $547K
1.54K $849M
FNDF
Schwab Fundamental Intl Large

ETFs
1.79K
+ 2.92%
$32.25 - $40.02 $57.7K - $71.6K
63K $2.52B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.93K
+ 18.71%
$39.89 - $49.46 $237K - $293K
37.6K $1.86B
Talen Energy Corp
409
+ 145.04%
N/A
691 $201M
GBDC
Golub Capital Bdc, Inc.

Financial Services
66.7K
+ 14788.91%
$13.03 - $15.28 $869K - $1.02M
67.1K $984M
FNDX
Schwab Fundamental U S Large C

ETFs
63K
+ 6796.76%
$20.84 - $24.54 $1.31M - $1.55M
63.9K $1.57B
AMD
Advanced Micro Devices Inc

Technology
409
+ 20.16%
$78.21 - $143.81 $32K - $58.8K
2.44K $346M
CGDV
Capital Group Divid Value ETF

ETFs
1.87K
+ 21.4%
$31.93 - $39.49 $59.8K - $74K
10.6K $420M
GOOG
Alphabet Inc.

Communication Services
239
+ 7.27%
$146.58 - $180.01 $35K - $43K
3.53K $626M
SKYY
First Trust Cloud Computing Et

ETFs
3.15K
+ 3495.56%
$89.46 - $121.64 $281K - $383K
3.24K $394M
ZM
Zoom Video Communications, Inc.

Technology
1.33K
+ 9471.43%
$66.7 - $84.62 $88.4K - $112K
1.34K $104M
DOCU
Docusign, Inc.

Technology
1.3K
New
$70.35 - $93.84 $91.5K - $122K
1.3K $101M
MGC
Vanguard Mega Cap ETF

ETFs
3.03K
+ 721.19%
$179.23 - $224.92 $543K - $681K
3.45K $776M
Activity Summary
Buys All Purchases 593 New Holdings 68 Increased Positions 525 Sells All Sells 600 Reductions 599 Sold out 1 Options Calls 0 Puts 0
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