Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RYN
Rayonier Inc

Real Estate
39
+ 20.97%
$22.12 - $28.02 $863 - $1.09K
225 $4.99M
CCI
Crown Castle International Corp

Real Estate
79
+ 607.69%
$94.83 - $107.06 $7.49K - $8.46K
92 $9.45M
ABNB
Airbnb, Inc.

Consumer Cyclical
160
+ 235.29%
$105.69 - $140.64 $16.9K - $22.5K
228 $30.2M
BFB
Brown Forman Corp Cl B
24
+ 53.33%
N/A
69 $1.86M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2
+ 5.71%
$90.21 - $112.66 $180 - $225
37 $3.38M
AFL
Aflac Inc

Financial Services
229
+ 1526.67%
$99.77 - $112.45 $22.8K - $25.8K
244 $25.7M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
409
+ 21.05%
$10.79 - $14.14 $4.41K - $5.78K
2.35K $32.3M
CLX
Clorox CO

Consumer Defensive
25
+ 80.65%
$118.01 - $148.69 $2.95K - $3.72K
56 $6.72M
FRPT
Freshpet, Inc.

Consumer Defensive
75
+ 17.99%
$67.88 - $89.64 $5.09K - $6.72K
492 $33.4M
PSX
Phillips 66

Energy
77
+ 23.77%
$92.87 - $125.73 $7.15K - $9.68K
401 $47.8M
CHD
Church & Dwight CO Inc

Consumer Defensive
85
+ 197.67%
$91.57 - $110.76 $7.78K - $9.41K
128 $12.3M
MTRN
Materion Corp

Basic Materials
14
+ 116.67%
$72.15 - $84.25 $1.01K - $1.18K
26 $2.06M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.21K
+ 15112.5%
$12.23 - $15.46 $14.8K - $18.7K
1.22K $18.4M
WBS
Webster Financial Corp

Financial Services
11
+ 20.37%
$41.76 - $54.91 $459 - $604
65 $3.55M
APD
Air Products & Chemicals, Inc.

Basic Materials
47
+ 35.88%
$248.61 - $294.96 $11.7K - $13.9K
178 $50.2M
NEE
Nextera Energy Inc

Utilities
304
+ 21.44%
$64.11 - $75.0 $19.5K - $22.8K
1.72K $120M
Atlassian Corp
34
+ 340.0%
N/A
44 $8.94M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
22.9K
+ 43232.08%
$10.49 - $12.99 $240K - $298K
23K $292M
GGG
Graco Inc

Industrials
3
+ 0.65%
$74.02 - $87.26 $222 - $262
468 $40.2M
AER
Aer Cap Holdings N.V.

Industrials
29
+ 483.33%
$88.97 - $117.24 $2.58K - $3.4K
35 $4.1M
FLNG
Flex Lng Ltd.

Energy
3.22K
+ 9185.71%
$20.21 - $24.88 $65K - $80K
3.25K $71.4M
YUM
Yum Brands Inc

Consumer Cyclical
88
+ 123.94%
$138.36 - $161.45 $12.2K - $14.2K
159 $23.6M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
19.2K
+ 5717.91%
$38.59 - $47.36 $739K - $907K
19.5K $923M
STZ
Constellation Brands, Inc.

Consumer Defensive
76
+ 126.67%
$160.0 - $195.62 $12.2K - $14.9K
136 $22.1M
CGXU
Capital Group Intl Focus Equit

ETFs
311
+ 56.96%
$21.44 - $27.35 $6.67K - $8.51K
857 $23.3M
PFG
Principal Financial Group Inc

Financial Services
696
+ 17400.0%
$69.56 - $86.19 $48.4K - $60K
700 $55.6M
CGGO
Capital Group Global Growth Eq

ETFs
559
+ 1016.36%
$25.31 - $32.17 $14.1K - $18K
614 $19.6M
XLE
Energy Sector Spdr

ETFs
417
+ 3207.69%
$76.44 - $94.13 $31.9K - $39.3K
430 $36.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.86%
$421.16 - $509.5 $2.11K - $2.55K
589 $262M
TTD
Trade Desk, Inc.

Technology
5
+ 12.5%
$45.27 - $79.4 $226 - $397
45 $3.24M
LUMN
Lumen Technologies, Inc.

Communication Services
12.2K
+ 243540.0%
$3.07 - $4.51 $37.4K - $54.9K
12.2K $53.4M
PHG
Koninklijke Philips Nv

Healthcare
592
+ 39.05%
$21.67 - $25.64 $12.8K - $15.2K
2.11K $50.6M
FISV
Fiserv Inc

Technology
12
+ 14.29%
N/A
96 $16.6M
DPZ
Dominos Pizza Inc

Consumer Cyclical
7
+ 15.91%
$430.72 - $497.52 $3.02K - $3.48K
51 $23M
First Trust Advisors LP
8.34K
+ 64130.77%
N/A
8.35K $165M
EVN
Eaton Vance Municipal Income Trust

Financial Services
89.7K
+ 70592.91%
$9.82 - $10.45 $880K - $937K
89.8K $918M
WY
Weyerhaeuser CO

Real Estate
103
+ 3433.33%
$24.69 - $29.48 $2.54K - $3.04K
106 $2.72M
PUK
Prudential PLC

Financial Services
377
+ 34.52%
$18.03 - $25.49 $6.8K - $9.61K
1.47K $36.8M
JPRE
J P Morgan Exchange Traded Fd

ETFs
4.76K
+ 138.6%
$42.75 - $48.79 $203K - $232K
8.19K $390M
DHR
Danaher Corp

Healthcare
7
+ 0.81%
$174.64 - $205.16 $1.22K - $1.44K
874 $173M
TDOC
Teladoc Health, Inc.

Healthcare
2.2K
+ 73233.33%
$6.51 - $8.71 $14.3K - $19.1K
2.2K $19.2M
UNM
Unum Group

Financial Services
178
+ 356.0%
$70.48 - $82.91 $12.5K - $14.8K
228 $18.4M
DUK
Duke Energy Corp

Utilities
124
+ 8.08%
$112.46 - $124.05 $13.9K - $15.4K
1.66K $196M
PCVX
Vaxcyte, Inc.

Healthcare
9
+ 150.0%
$28.04 - $37.2 $252 - $335
15 $488K
TTE
Total Energies Se

Energy
1.41K
+ 9420.0%
N/A
1.43K $87.7M
LOW
Lowes Companies Inc

Consumer Cyclical
63
+ 8.64%
$210.83 - $235.28 $13.3K - $14.8K
792 $176M
WCN
Waste Connections, Inc.

Industrials
36
+ 4.22%
$183.26 - $199.95 $6.6K - $7.2K
890 $166M
PAYX
Paychex Inc

Industrials
142
+ 94.04%
$137.01 - $159.78 $19.5K - $22.7K
293 $42.6M
MSI
Motorola Solutions, Inc.

Technology
55
+ 289.47%
$394.72 - $440.39 $21.7K - $24.2K
74 $31.1M
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
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