Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
3.36K
+ 5417.74%
$90.37 - $94.08 $304K - $316K
3.42K $17.4M
BMY
Bristol Myers Squibb CO

Healthcare
106
+ 7.35%
$53.9 - $63.11 $5.71K - $6.69K
1.55K $92.3M
Veralto Corp
131
+ 124.76%
N/A
236 $20M
Endeavor Group Holdings Inc
29.7K
+ 57165.38%
N/A
29.8K $16.7M
BCS
Barclays PLC

Financial Services
14.2K
+ 157.75%
$12.69 - $16.25 $180K - $231K
23.2K $129M
DASH
Door Dash, Inc.

Communication Services
26
+ 216.67%
$168.37 - $213.38 $4.38K - $5.55K
38 $11.1M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
102
+ 15.09%
$73.71 - $87.55 $7.52K - $8.93K
778 $59.6M
XEL
Xcel Energy Inc

Utilities
6
+ 0.26%
$63.37 - $72.1 $380 - $433
2.35K $166M
SCHW
Schwab Charles Corp

Financial Services
22.5K
+ 3604.01%
$71.24 - $83.64 $1.6M - $1.88M
23.1K $53.8M
JPM
Jpmorgan Chase & CO

Financial Services
8.19K
+ 609.22%
$225.19 - $279.95 $1.85M - $2.29M
9.54K $330M
COST
Costco Wholesale Corp

Consumer Defensive
115
+ 47.13%
$890.62 - $1076.86 $102K - $124K
359 $231M
Coherent Corp
87
+ 621.43%
N/A
101 $8.51M
GILD
Gilead Sciences, Inc.

Healthcare
9
+ 2.39%
$89.14 - $117.41 $802 - $1.06K
385 $41.9M
NET
Cloudflare, Inc.

Technology
55
+ 458.33%
$110.71 - $176.5 $6.09K - $9.71K
67 $8M
FCX
Freeport Mcmoran Inc

Basic Materials
152
+ 104.11%
$34.5 - $43.01 $5.24K - $6.54K
298 $11.4M
GGG
Graco Inc

Industrials
24
+ 5.44%
$80.53 - $87.54 $1.93K - $2.1K
465 $42.9M
SYK
Stryker Corp

Healthcare
1.1K
+ 234.97%
$355.18 - $399.9 $391K - $441K
1.57K $175M
AWK
American Water Works Company, Inc.

Utilities
35
+ 15.49%
$121.01 - $149.31 $4.24K - $5.23K
261 $33.3M
SBUX
Starbucks Corp

Consumer Cyclical
969
+ 526.63%
$91.75 - $115.81 $88.9K - $112K
1.15K $22M
PGR
Progressive Corp

Financial Services
16
+ 27.59%
$235.61 - $291.22 $3.77K - $4.66K
74 $19M
CAT
Caterpillar Inc

Industrials
337
+ 340.4%
$326.75 - $407.63 $110K - $137K
436 $40.2M
EFG
Msci Eafe Growth ETF

ETFs
14.3K
+ 4684.92%
$96.1 - $106.37 $1.37M - $1.52M
14.6K $33.8M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
24.6K
+ 1173.0%
$21.67 - $23.21 $534K - $572K
26.7K $49.8M
LNG
Cheniere Energy, Inc.

Energy
20
+ 28.17%
$209.32 - $253.66 $4.19K - $5.07K
91 $19.2M
COP
Conocophillips

Energy
62
+ 9.66%
$88.6 - $105.85 $5.49K - $6.56K
704 $67.2M
TME
Tencent Music Entertainment Group

Communication Services
10
+ 3.97%
$10.28 - $15.09 $103 - $151
262 $6.27M
TMUS
T Mobile Us, Inc.

Communication Services
37
+ 36.27%
$211.3 - $272.83 $7.82K - $10.1K
139 $25.9M
ETR
Entergy Corp

Utilities
60.9K
+ 22232.12%
$75.26 - $87.89 $4.58M - $5.35M
61.2K $23.9M
ALC
Alcon Inc

Healthcare
10.7K
+ 2895.93%
$82.73 - $96.8 $884K - $1.03M
11.1K $34.4M
CAH
Cardinal Health Inc

Healthcare
51
+ 32.9%
$118.02 - $137.77 $6.02K - $7.03K
206 $21.4M
NOC
Northrop Grumman Corp

Industrials
58
+ 86.57%
$433.45 - $513.82 $25.1K - $29.8K
125 $34.3M
CHE
Chemed Corp

Healthcare
18
+ 54.55%
$521.84 - $615.32 $9.39K - $11.1K
51 $20.3M
PLD
Prologis, Inc.

Real Estate
20
+ 6.27%
$103.59 - $124.04 $2.07K - $2.48K
339 $36.4M
ADP
Automatic Data Processing Inc

Industrials
8
+ 4.26%
$286.85 - $318.64 $2.29K - $2.55K
196 $57.7M
IT
Gartner Inc

Technology
11
+ 275.0%
$418.25 - $548.38 $4.6K - $6.03K
15 $4.62M
PCAR
Paccar Inc

Industrials
13.6K
+ 16749.38%
$96.91 - $112.51 $1.31M - $1.53M
13.6K $11.1M
OTIS
Otis Worldwide Corp

Industrials
79
+ 36.24%
$90.77 - $104.01 $7.17K - $8.22K
297 $22.8M
Ge Health Care Technologies Inc
69
+ 6.8%
N/A
1.08K $81.9M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
92
+ 92.0%
$132.75 - $177.12 $12.2K - $16.3K
192 $15.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 2.8%
$142.8 - $176.36 $571 - $705
147 $23.8M
BRO
Brown & Brown, Inc.

Financial Services
88
+ 82.24%
$100.54 - $124.4 $8.85K - $10.9K
195 $13.3M
WCC
Wesco International Inc

Industrials
38
+ 316.67%
$155.3 - $199.95 $5.9K - $7.6K
50 $4.5M
Nebius Group Nv
938
+ 122.94%
N/A
1.7K $23.4M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
71
+ 208.82%
$233.07 - $290.7 $16.5K - $20.6K
105 $10.3M
IDXX
Idexx Laboratories Inc

Healthcare
133
+ 700.0%
$406.29 - $469.04 $54K - $62.4K
152 $10.1M
HWM
Howmet Aerospace Inc.

Industrials
13
+ 12.5%
$110.79 - $139.39 $1.44K - $1.81K
117 $13.5M
WFC
Wells Fargo & Company

Financial Services
65
+ 8.08%
$66.78 - $81.42 $4.34K - $5.29K
869 $58.6M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
23.5K
+ 674.48%
$24.29 - $25.89 $571K - $608K
27K $88M
CTAS
Cintas Corp

Industrials
43.5K
+ 13773.1%
$182.09 - $208.14 $7.93M - $9.06M
43.8K $59.8M
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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