Whipplewood Advisors, LLC Purchases in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
86
+ 505.88%
$96.27 - $116.36 $8.28K - $10K
103 $1.98M
TSCO
Tractor Supply CO

Consumer Cyclical
77
+ 140.0%
$51.66 - $57.94 $3.98K - $4.46K
132 $3.03M
CWENA
Clearway Energy Inc Cl A
28
+ 100.0%
N/A
56 $797K
ST
Sensata Technologies Holding PLC

Technology
275
+ 3437.5%
$24.27 - $30.0 $6.67K - $8.25K
283 $316K
TYL
Tyler Technologies Inc

Technology
51
+ 255.0%
$553.41 - $646.74 $28.2K - $33K
71 $11.6M
TXN
Texas Instruments Inc

Technology
29
+ 23.02%
N/A
155 $23.7M
SBAC
Sba Communications Corp

Real Estate
48
+ 145.45%
$192.76 - $224.91 $9.25K - $10.8K
81 $6.82M
JKHY
Henry Jack & Associates Inc

Technology
9
+ 75.0%
$166.47 - $191.28 $1.5K - $1.72K
21 $2.19M
KNSL
Kinsale Capital Group, Inc.

Financial Services
9
+ 225.0%
$416.48 - $494.72 $3.75K - $4.45K
13 $1.95M
CPK
Chesapeake Utilities Corp

Utilities
123
+ 1025.0%
$116.55 - $130.37 $14.3K - $16K
135 $1.54M
BR
Broadridge Financial Solutions, Inc.

Technology
131
+ 2620.0%
$221.46 - $244.83 $29K - $32.1K
136 $1.21M
MMSI
Merit Medical Systems Inc

Healthcare
59
+ 655.56%
$95.64 - $110.29 $5.64K - $6.51K
68 $951K
NRZ
New Residential Investment Corp.

Real Estate
89
+ 70.63%
N/A
215 $1.44M
PRGO
Perrigo CO PLC

Healthcare
495
+ 1650.0%
$23.5 - $29.47 $11.6K - $14.6K
525 $841K
CPA
Copa Holdings, S.A.

Industrials
63
+ 420.0%
$85.71 - $98.05 $5.4K - $6.18K
78 $1.39M
CI
Cigna Corp

Healthcare
9
+ 17.65%
$274.49 - $329.0 $2.47K - $2.96K
60 $14.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8
+ 2.42%
$51.52 - $52.37 $412 - $419
338 $17.1M
HAS
Hasbro, Inc.

Consumer Cyclical
12
+ 109.09%
$56.16 - $69.06 $674 - $829
23 $676K
RE
Everest Re Group LTD

Financial Services
13
+ 19.4%
N/A
80 $24.3M
MOS
Mosaic CO

Basic Materials
53
+ 230.43%
$23.08 - $28.8 $1.22K - $1.53K
76 $621K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
43
+ 186.96%
$26.47 - $29.92 $1.14K - $1.29K
66 $673K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.8K
+ 5829.17%
$115.79 - $154.66 $324K - $433K
2.85K $6.27M
CCK
Crown Holdings Inc

Consumer Cyclical
39
+ 487.5%
$78.77 - $91.74 $3.07K - $3.58K
47 $714K
NUE
Nucor Corp

Basic Materials
2.54K
+ 18171.43%
$114.48 - $142.52 $291K - $363K
2.56K $1.69M
DLB
Dolby Laboratories, Inc.

Industrials
30
+ 136.36%
$76.37 - $87.32 $2.29K - $2.62K
52 $1.77M
NTCT
Netscout Systems Inc

Technology
22
+ 95.65%
$20.47 - $25.06 $450 - $551
45 $546K
SUI
Sun Communities Inc

Real Estate
35
+ 437.5%
$120.53 - $136.43 $4.22K - $4.78K
43 $1.03M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
11
+ 122.22%
$61.25 - $72.83 $674 - $801
20 $636K
Flagstar Financial Inc
141K
+ 782844.44%
N/A
141K $209K
TD
Toronto Dominion Bank

Financial Services
1.48K
+ 24633.33%
$53.12 - $61.15 $78.5K - $90.4K
1.48K $360K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.75K
+ 2824.19%
$27.01 - $28.54 $47.3K - $50K
1.81K $1.73M
NEU
Newmarket Corp

Basic Materials
77
+ 7700.0%
$482.93 - $570.11 $37.2K - $43.9K
78 $566K
CMS
Cms Energy Corp

Utilities
30
+ 29.41%
$64.99 - $75.11 $1.95K - $2.25K
132 $6.84M
FYBR
Frontier Communications Parent, Inc.

Communication Services
2.47K
+ 7980.65%
$34.83 - $36.05 $86.2K - $89.2K
2.51K $1.11M
LOGI
Logitech International S.A.

Technology
1
+ 5.88%
$81.64 - $105.06 $81.6 - $105
18 $1.44M
CHK
Chesapeake Energy Corp

Energy
1
+ 33.33%
N/A
4 $334K
NOV
Nov Inc.

Energy
100
+ 181.82%
$13.99 - $16.43 $1.4K - $1.64K
155 $837K
VVX
V2 X, Inc.

Industrials
976
+ 4066.67%
$42.05 - $55.16 $41K - $53.8K
1K $1.18M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
34
+ 33.01%
$28.65 - $30.72 $974 - $1.04K
137 $3.03M
UHS
Universal Health Services Inc

Healthcare
84
+ 2800.0%
$163.99 - $193.27 $13.8K - $16.2K
87 $564K
PODD
Insulet Corp

Healthcare
6
+ 40.0%
$237.06 - $288.29 $1.42K - $1.73K
21 $3.94M
Grail Inc
12
+ 400.0%
N/A
15 $77K
CUBI
Customers Bancorp, Inc.

Financial Services
1
+ 6.67%
$45.61 - $58.42 $45.6 - $58.4
16 $753K
IAC
Iac/Inter Active Corp

Communication Services
68
+ 850.0%
$41.0 - $50.0 $2.79K - $3.4K
76 $368K
HSTM
Healthstream Inc

Healthcare
47
+ 88.68%
$30.95 - $33.99 $1.45K - $1.6K
100 $1.71M
UNF
Unifirst Corp

Industrials
17
+ 242.86%
$169.33 - $230.5 $2.88K - $3.92K
24 $1.22M
D
Dominion Energy, Inc

Utilities
41
+ 455.56%
$52.85 - $57.43 $2.17K - $2.35K
50 $505K
Global X Et Fs/Usa
1K
+ 1886.79%
N/A
1.05K $5.32M
Crane CO
8
+ 80.0%
N/A
18 $1.53M
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
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