Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ING
Ing Groep Nv

Financial Services
539
+ 17.85%
$16.62 - $21.98 $8.96K - $11.8K
3.56K $77.8M
HEI
Heico Corp

Industrials
38
+ 51.35%
$236.44 - $328.0 $8.98K - $12.5K
112 $36.7M
MNST
Monster Beverage Corp

Consumer Defensive
813
+ 597.79%
$55.01 - $64.24 $44.7K - $52.2K
949 $59.4M
THC
Tenet Healthcare Corp

Healthcare
13
+ 20.0%
$110.41 - $176.0 $1.44K - $2.29K
78 $13.7M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
29.2K
+ 68.97%
$10.29 - $11.24 $301K - $329K
71.6K $782M
IOT
Samsara Inc.

Technology
850
+ 349.79%
$33.46 - $47.74 $28.4K - $40.6K
1.09K $43.5M
IJAN
Innovator Etfs Tr Intl Dev Pwr
1.89K
+ 217.24%
N/A
2.76K $94.4M
Nat West Group PLC
283
+ 12.29%
N/A
2.59K $36.6M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
76
+ 10.28%
$89.4 - $99.04 $6.79K - $7.53K
815 $78.8M
STM
St Microelectronics N.V.

Technology
13
+ 6.22%
$17.78 - $30.41 $231 - $395
222 $6.75M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.54K
+ 5907.69%
$37.51 - $45.52 $57.6K - $69.9K
1.56K $70.7M
IT
Gartner Inc

Technology
8
+ 53.33%
$377.5 - $449.52 $3.02K - $3.6K
23 $9.3M
KEP
Korea Electric Power Corp

Utilities
325
New
$7.24 - $14.63 $2.35K - $4.75K
325 $4.63M
BJAN
Innovator U.S. Equity Buffer E

ETFs
685
+ 138.38%
$42.58 - $50.22 $29.2K - $34.4K
1.18K $59.3M
TRMB
Trimble Inc.

Technology
55
New
$55.12 - $75.98 $3.03K - $4.18K
55 $4.18M
EXEL
Exelixis, Inc.

Healthcare
93
+ 86.11%
$34.13 - $46.26 $3.17K - $4.3K
201 $8.86M
EOCT
Innovator Etfs Tr Emerging Mar
1.36K
+ 658.74%
N/A
1.56K $44.2M
ETSY
Etsy Inc

Consumer Cyclical
154
+ 405.26%
$40.8 - $63.88 $6.28K - $9.84K
192 $9.63M
KEY
Keycorp

Financial Services
2.56K
+ 6927.03%
$13.23 - $17.42 $33.9K - $44.6K
2.6K $45.3M
BJUL
Innovator U.S. Equity Buffer E

ETFs
42
+ 4.7%
$39.61 - $47.13 $1.66K - $1.98K
935 $44.1M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
171
New
$14.1 - $22.95 $2.41K - $3.92K
171 $3.69M
TPR
Tapestry, Inc.

Consumer Cyclical
41
New
$60.6 - $87.81 $2.48K - $3.6K
41 $3.6M
ASTS
Ast Space Mobile, Inc.

Communication Services
147
+ 4900.0%
$20.07 - $51.83 $2.95K - $7.62K
150 $7.01M
METV
Listed Fds Tr Roundhill Ball M

ETFs
993
+ 14185.71%
$11.59 - $17.03 $11.5K - $16.9K
1K $17M
SNN
Smith & Nephew PLC

Healthcare
252
+ 82.89%
$24.97 - $30.63 $6.29K - $7.72K
556 $17M
GFL
Gfl Environmental Inc.

Industrials
498
+ 21.73%
$42.93 - $51.58 $21.4K - $25.7K
2.79K $141M
CF
Cf Industries Holdings, Inc.

Basic Materials
40
+ 181.82%
$68.47 - $102.48 $2.74K - $4.1K
62 $5.7M
VRSK
Verisk Analytics, Inc.

Industrials
115
+ 185.48%
$277.03 - $321.33 $31.9K - $37K
177 $55.1M
RGLD
Royal Gold Inc

Basic Materials
50
+ 1000.0%
$155.48 - $186.71 $7.77K - $9.34K
55 $9.78M
T
At&T Inc.

Communication Services
68
+ 2.19%
$26.33 - $28.94 $1.79K - $1.97K
3.18K $91.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.76K
+ 2167.9%
$11.9 - $15.57 $20.9K - $27.3K
1.84K $28.2M
NSSC
Napco Security Technologies, Inc

Industrials
108
New
$19.82 - $29.82 $2.14K - $3.22K
108 $3.21M
CGUS
Capital Group Core Equity ETF
26
+ 4.9%
$29.93 - $36.93 $778 - $960
557 $20.6M
ABT
Abbott Laboratories

Healthcare
158
+ 32.71%
$123.95 - $138.08 $19.6K - $21.8K
641 $87.2M
GLDM
World Gold Trust

ETFs
47
New
$58.96 - $67.97 $2.77K - $3.19K
47 $3.08M
AMT
American Tower Corp

Real Estate
33
+ 82.5%
$203.96 - $228.19 $6.73K - $7.53K
73 $16.1M
FFIV
F5, Inc.

Technology
66
+ 275.0%
$239.25 - $295.9 $15.8K - $19.5K
90 $26.5M
Blackrock Inc
15
+ 107.14%
N/A
29 $30.4M
LHX
L3 Harris Technologies, Inc.

Industrials
15
+ 32.61%
$200.21 - $256.99 $3K - $3.85K
61 $15.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
82
+ 372.73%
$160.22 - $209.35 $13.1K - $17.2K
104 $21.8M
BWXT
Bwx Technologies, Inc.

Industrials
47
+ 293.75%
$89.24 - $144.06 $4.19K - $6.77K
63 $9.08M
DECK
Deckers Outdoor Corp

Consumer Cyclical
10
+ 38.46%
$100.44 - $129.37 $1K - $1.29K
36 $3.71M
RYAAY
Ryanair Holdings PLC

Industrials
177
+ 8850.0%
$39.21 - $57.84 $6.94K - $10.2K
179 $10.3M
EVR
Evercore Inc.

Financial Services
33
+ 660.0%
$163.77 - $271.5 $5.4K - $8.96K
38 $10.3M
AMP
Ameriprise Financial Inc

Financial Services
22
+ 70.97%
$422.19 - $533.73 $9.29K - $11.7K
53 $28.3M
ERJ
Embraer S.A.

Industrials
41
+ 128.13%
$40.42 - $56.91 $1.66K - $2.33K
73 $4.15M
CARR
Carrier Global Corp

Industrials
58
+ 29.44%
$55.55 - $75.83 $3.22K - $4.4K
255 $18.7M
USFD
Us Foods Holding Corp.

Consumer Defensive
179
+ 688.46%
$60.47 - $79.12 $10.8K - $14.2K
205 $15.8M
ESE
Esco Technologies Inc

Technology
13
New
$139.86 - $194.5 $1.82K - $2.53K
13 $2.49M
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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