Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.18K
+ 328.42%
$119.84 - $136.1 $262K - $297K
2.85K $80.4M
ONTO
Onto Innovation Inc.

Technology
16
+ 57.14%
$121.34 - $224.5 $1.94K - $3.59K
44 $1.94M
CROX
Crocs, Inc.

Consumer Cyclical
184
+ 20.91%
$88.83 - $112.59 $16.3K - $20.7K
1.06K $93.5M
RDVY
First Trust Rising Dividend Ac

ETFs
26.8K
+ 545.63%
$57.22 - $63.39 $1.53M - $1.7M
31.7K $287M
MTD
Mettler Toledo International Inc

Healthcare
412
+ 936.36%
$1177.09 - $1390.0 $485K - $573K
456 $50.8M
EA
Electronic Arts Inc.

Communication Services
76
+ 34.23%
$116.53 - $146.29 $8.86K - $11.1K
298 $29.3M
FDN
First Tr Fd Dow Jones

ETFs
28.6K
+ 19068.0%
$221.38 - $266.86 $6.33M - $7.63M
28.8K $33.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
14.6K
+ 44390.91%
$283.06 - $421.16 $4.15M - $6.17M
14.7K $9.34M
ITT
Itt Inc.

Industrials
66
+ 27.62%
$128.71 - $153.88 $8.49K - $10.2K
305 $30.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
39K
+ 1795.9%
$24.91 - $29.02 $972K - $1.13M
41.2K $57.2M
NUVL
Nuvalent, Inc.

Healthcare
46.6K
+ 95116.33%
$67.38 - $88.96 $3.14M - $4.15M
46.7K $426K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
2.87K
+ 52.6%
$33.91 - $36.36 $97.5K - $104K
8.34K $187M
HUBB
Hubbell Inc

Industrials
10
+ 25.0%
$330.91 - $456.86 $3.31K - $4.57K
50 $13.2M
CRM
Salesforce, Inc.

Technology
769
+ 415.68%
$268.36 - $359.95 $206K - $277K
954 $58.2M
Jp Morgan Et Fs/Usa
60.5K
+ 2143.32%
N/A
63.3K $171M
DOW
Dow Inc.

Basic Materials
435
+ 265.24%
$34.36 - $41.92 $14.9K - $18.2K
599 $2.9M
KRC
Kilroy Realty Corp

Real Estate
211
+ 42.45%
$32.02 - $40.63 $6.76K - $8.57K
708 $16.3M
CRH.L
Crh PLC

Basic Materials
4K
+ 981.82%
N/A
4.4K $33.8M
EQIX
Equinix Inc

Real Estate
23
+ 127.78%
$803.0 - $959.97 $18.5K - $22.1K
41 $13M
RHI
Robert Half International Inc.

Industrials
116
+ 82.86%
$51.96 - $71.3 $6.03K - $8.27K
256 $5.78M
WING
Wingstop Inc.

Consumer Cyclical
16
+ 34.04%
$207.0 - $311.93 $3.31K - $4.99K
63 $9.25M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
25.5K
+ 59.33%
$12.03 - $12.69 $307K - $324K
68.5K $519M
PSCT
Invesco S&P Smallcap Informati

ETFs
9.9K
+ 1649.17%
$40.08 - $50.4 $397K - $499K
10.5K $24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
641
+ 275.11%
$65.15 - $91.81 $41.8K - $58.9K
874 $15.2M
PFE
Pfizer Inc

Healthcare
107
+ 2.63%
$25.01 - $27.13 $2.68K - $2.9K
4.17K $103M
ICLR
Icon PLC

Healthcare
7
+ 7.29%
$174.99 - $222.58 $1.22K - $1.56K
103 $15.2M
ASML
Asml Holding Nv

Technology
2
+ 1.17%
$662.63 - $776.99 $1.33K - $1.55K
173 $113M
BURL
Burlington Stores, Inc.

Consumer Cyclical
27
+ 75.0%
$228.41 - $293.71 $6.17K - $7.93K
63 $4.29M
PSA
Public Storage

Real Estate
132
+ 356.76%
$288.99 - $313.98 $38.1K - $41.4K
169 $5.09M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 8.4%
$347.25 - $424.87 $6.95K - $8.5K
258 $86.5M
MNDY
Monday.Com Ltd.

Technology
315
+ 954.55%
$213.0 - $327.92 $67.1K - $103K
348 $973K
STT
State Street Corp

Financial Services
21.4K
+ 3431.78%
$84.47 - $102.23 $1.81M - $2.19M
22K $53.8M
GS
Goldman Sachs Group Inc

Financial Services
56.7K
+ 96077.97%
$524.81 - $672.19 $29.7M - $38.1M
56.7K $26.2M
MU
Micron Technology Inc

Technology
34
+ 12.01%
$86.89 - $109.38 $2.95K - $3.72K
317 $16.2M
Ferguson Enterprises Inc
130
+ 166.67%
N/A
208 $5.93M
HCA
Hca Healthcare, Inc.

Healthcare
98
+ 95.15%
$296.7 - $345.55 $29.1K - $33.9K
201 $22.8M
SQ
Block, Inc.

Technology
39.2K
+ 14683.9%
$54.04 - $92.95 $2.12M - $3.64M
39.5K $14.5M
TM
Toyota Motor Corp

Consumer Cyclical
40
+ 8.39%
$176.53 - $195.35 $7.06K - $7.81K
517 $84.2M
UPS
United Parcel Service Inc

Industrials
72
+ 26.37%
$109.66 - $136.26 $7.9K - $9.81K
345 $25.7M
MSCI
Msci Inc.

Financial Services
21
+ 16.8%
$541.46 - $628.34 $11.4K - $13.2K
146 $66.2M
ACN
Accenture PLC

Technology
46
+ 20.63%
$300.91 - $398.25 $13.8K - $18.3K
269 $69.6M
LMT
Lockheed Martin Corp

Industrials
13
+ 6.37%
$423.19 - $506.29 $5.5K - $6.58K
217 $90.2M
BAX
Baxter International Inc

Healthcare
1.47K
+ 396.49%
$29.26 - $36.57 $42.9K - $53.6K
1.84K $1.88M
ZION
Zions Bancorporation, National Association

Financial Services
96
+ 4.53%
$47.0 - $59.03 $4.51K - $5.67K
2.22K $106M
BKNG
Booking Holdings Inc.

Consumer Cyclical
298
+ 2292.31%
$4295.4 - $5141.88 $1.28M - $1.53M
311 $55.3M
MAR
Marriott International Inc

Consumer Cyclical
20
+ 7.38%
$237.01 - $304.45 $4.74K - $6.09K
291 $65.7M
FDX
Fedex Corp

Industrials
37
+ 11.01%
$230.33 - $281.53 $8.52K - $10.4K
373 $84.3M
GPN
Global Payments Inc

Industrials
17.2K
+ 5252.44%
$92.18 - $113.03 $1.59M - $1.95M
17.6K $26.5M
EMR
Emerson Electric CO

Industrials
237
+ 28.8%
$108.64 - $131.17 $25.7K - $31.1K
1.06K $91M
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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