Whipplewood Advisors, LLC Purchases in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVLT
Commvault Systems Inc

Technology
25
New
$132.26 - $177.6 $3.31K - $4.44K
25 $3.77M
WTW
Willis Towers Watson PLC

Financial Services
12
New
$287.99 - $332.53 $3.46K - $3.99K
12 $3.76M
NXPI
Nxp Semiconductors N.V.

Technology
18
New
$207.27 - $255.58 $3.73K - $4.6K
18 $3.74M
SXI
Standex International Corp

Industrials
20
New
$172.48 - $211.52 $3.45K - $4.23K
20 $3.74M
EWBC
East West Bancorp Inc

Financial Services
39
New
$80.04 - $111.23 $3.12K - $4.34K
39 $3.74M
BFB
Brown Forman Corp Cl B
98
New
N/A
98 $3.72M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
57
New
$64.91 - $73.47 $3.7K - $4.19K
57 $3.72M
Kenvue Inc
173
New
N/A
173 $3.69M
BECN
Beacon Roofing Supply Inc

Industrials
36
New
$84.82 - $113.77 $3.05K - $4.1K
36 $3.66M
FOX
Fox Corp Cl B (De)

Communication Services
79
New
$38.0 - $47.15 $3K - $3.72K
79 $3.61M
FTNT
Fortinet, Inc.

Technology
38
New
$76.49 - $99.21 $2.91K - $3.77K
38 $3.59M
TTEK
Tetra Tech Inc

Industrials
90
New
$39.8 - $50.52 $3.58K - $4.55K
90 $3.59M
LENB
Lennar Corporation Cl B
27
New
N/A
27 $3.57M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
New
$701.85 - $1046.91 $3.51K - $5.23K
5 $3.56M
EMN
Eastman Chemical CO

Basic Materials
39
New
$90.03 - $110.64 $3.51K - $4.31K
39 $3.56M
MPWR
Monolithic Power Systems Inc

Technology
6
New
$560.06 - $942.58 $3.36K - $5.66K
6 $3.55M
LFUS
Littelfuse Inc

Technology
15
New
$233.99 - $262.18 $3.51K - $3.93K
15 $3.54M
OVV
Ovintiv Inc.

Energy
87
New
$37.74 - $46.71 $3.28K - $4.06K
87 $3.52M
TTWO
Take Two Interactive Software Inc

Communication Services
19
New
$147.66 - $190.46 $2.81K - $3.62K
19 $3.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
165
New
$20.98 - $21.19 $3.46K - $3.5K
165 $3.48M
CEIX
Consol Energy Inc.

Energy
32
New
$101.36 - $133.33 $3.24K - $4.27K
32 $3.41M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
200
New
$16.2 - $17.97 $3.24K - $3.59K
200 $3.41M
SBLK
Star Bulk Carriers Corp.

Industrials
228
New
$14.7 - $23.59 $3.35K - $5.38K
228 $3.41M
BKR
Baker Hughes CO

Energy
83
New
$35.98 - $44.88 $2.99K - $3.73K
83 $3.41M
HOOD
Robinhood Markets, Inc.

Technology
90
New
$22.33 - $43.2 $2.01K - $3.89K
90 $3.35M
HBAN
Huntington Bancshares Inc

Financial Services
206
New
$14.18 - $18.2 $2.92K - $3.75K
206 $3.35M
CIB
Bancolombia Sa

Financial Services
106
New
$30.96 - $33.47 $3.28K - $3.55K
106 $3.34M
PNR
Pentair PLC

Industrials
33
New
$95.0 - $109.21 $3.14K - $3.6K
33 $3.32M
JHG
Janus Henderson Group PLC

Financial Services
78
New
$37.65 - $45.66 $2.94K - $3.56K
78 $3.32M
ERIE
Erie Indemnity CO

Financial Services
8
New
$401.65 - $542.86 $3.21K - $4.34K
8 $3.3M
MDB
Mongo Db, Inc.

Technology
14
New
$232.81 - $350.13 $3.26K - $4.9K
14 $3.26M
EXAS
Exact Sciences Corp

Healthcare
58
New
$49.33 - $71.97 $2.86K - $4.17K
58 $3.26M
TNL
Travel & Leisure Co.

Consumer Cyclical
64
New
$45.26 - $56.28 $2.9K - $3.6K
64 $3.23M
KHC
Kraft Heinz CO

Consumer Defensive
105
New
$30.1 - $36.02 $3.16K - $3.78K
105 $3.23M
HII
Huntington Ingalls Industries, Inc.

Industrials
17
New
$184.96 - $264.65 $3.14K - $4.5K
17 $3.21M
EXP
Eagle Materials Inc

Basic Materials
13
New
$246.48 - $315.29 $3.2K - $4.1K
13 $3.21M
ASTS
Ast Space Mobile, Inc.

Communication Services
150
New
$21.1 - $28.49 $3.17K - $4.27K
150 $3.17M
LKFN
Lakeland Financial Corp

Financial Services
46
New
$61.39 - $75.85 $2.82K - $3.49K
46 $3.16M
CNS
Cohen & Steers, Inc.

Financial Services
34
New
$90.53 - $106.6 $3.08K - $3.62K
34 $3.14M
HOG
Harley Davidson, Inc.

Consumer Cyclical
104
New
$29.69 - $38.02 $3.09K - $3.95K
104 $3.13M
RRX
Regal Rexnord Corp

Industrials
20
New
$153.56 - $182.22 $3.07K - $3.64K
20 $3.1M
GRMN
Garmin LTD

Technology
15
New
$161.91 - $220.77 $2.43K - $3.31K
15 $3.09M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
23
New
$107.98 - $143.92 $2.48K - $3.31K
23 $3.09M
ERJ
Embraer S.A.

Industrials
84
New
$32.46 - $40.0 $2.73K - $3.36K
84 $3.08M
CPB
Campbell Soup CO

Consumer Defensive
73
New
$41.42 - $48.71 $3.02K - $3.56K
73 $3.06M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
New
$338.38 - $446.21 $2.37K - $3.12K
7 $3.05M
TSN
Tyson Foods, Inc.

Consumer Defensive
53
New
$57.14 - $64.54 $3.03K - $3.42K
53 $3.04M
ADM
Archer Daniels Midland CO

Consumer Defensive
60
New
$49.38 - $59.52 $2.96K - $3.57K
60 $3.03M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
103
New
$28.96 - $30.87 $2.98K - $3.18K
103 $3M
Activity Summary
Buys All Purchases 1184 New Holdings 1184 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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