Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDE
Schwab Fundamental Emerging Mk

ETFs
41.8K
+ 418080.0%
$26.66 - $33.09 $1.11M - $1.38M
41.8K $1.38B
SHOP
Shopify Inc.

Technology
914
+ 502.2%
$76.89 - $115.35 $70.3K - $105K
1.1K $126M
VST
Vistra Corp.

Utilities
281
+ 111.07%
$98.07 - $195.04 $27.6K - $54.8K
534 $103M
CRSP
Crispr Therapeutics Ag

Healthcare
4.13K
+ 82640.0%
$31.27 - $48.64 $129K - $201K
4.14K $201M
PIE
Invesco Exchange Traded Fd Tr

ETFs
20.3K
+ 12321.21%
$15.45 - $20.94 $314K - $426K
20.5K $429M
SNOW
Snowflake Inc.

Technology
74
+ 15.71%
$130.53 - $223.77 $9.66K - $16.6K
545 $122M
PM
Philip Morris International Inc.

Consumer Defensive
70
+ 3.15%
$149.23 - $184.95 $10.4K - $12.9K
2.3K $418M
INTU
Intuit Inc

Technology
78
+ 120.0%
$544.07 - $787.63 $42.4K - $61.4K
143 $113M
CION
Cion Investment Corp

Financial Services
52.2K
+ 208880.0%
$8.68 - $10.48 $453K - $547K
52.2K $500M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.2K
+ 840.56%
$87.84 - $1441.89 $106K - $1.73M
1.35K $121M
NET
Cloudflare, Inc.

Technology
186
+ 277.61%
$97.08 - $195.83 $18.1K - $36.4K
253 $49.5M
COLD
Americold Realty Trust

Real Estate
2.5K
+ 10869.57%
$16.31 - $21.47 $40.8K - $53.7K
2.52K $42M
CTVA
Corteva, Inc.

Basic Materials
298
+ 15.17%
$55.52 - $74.53 $16.5K - $22.2K
2.26K $169M
MCHP
Microchip Technology Inc

Technology
497
+ 57.0%
$35.34 - $71.6 $17.6K - $35.6K
1.37K $96.3M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
7.92K
+ 1297.87%
$28.53 - $35.69 $226K - $283K
8.53K $304M
RACE
Ferrari N.V.

Consumer Cyclical
148
+ 23.42%
$397.86 - $499.02 $58.9K - $73.9K
780 $383M
CSCO
Cisco Systems, Inc.

Technology
261
+ 9.09%
$53.19 - $69.38 $13.9K - $18.1K
3.13K $217M
ASML
Asml Holding Nv

Technology
5
+ 2.89%
$595.37 - $815.24 $2.98K - $4.08K
178 $143M
JCI
Johnson Controls International PLC

Industrials
27
+ 2.3%
$71.14 - $105.62 $1.92K - $2.85K
1.2K $127M
Lam Research Corp
403
+ 38.2%
N/A
1.46K $142M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.09K
+ 4116.0%
$70.56 - $87.22 $218K - $269K
3.16K $276M
ILMN
Illumina, Inc.

Healthcare
169
+ 22.24%
$70.3 - $95.41 $11.9K - $16.1K
929 $88.6M
LPLA
Lpl Financial Holdings Inc.

Financial Services
18
+ 3.77%
$283.31 - $388.96 $5.1K - $7K
495 $186M
CCL
Carnival Corp

Consumer Cyclical
1.17K
+ 301.03%
$16.43 - $28.12 $19.2K - $32.9K
1.56K $43.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
948
+ 155.41%
$82.51 - $109.2 $78.2K - $104K
1.56K $170M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
42.1K
+ 8297.44%
$9.85 - $11.67 $414K - $491K
42.6K $479M
NU
Nu Holdings Ltd.

Financial Services
2.71K
+ 76.94%
$9.6 - $13.72 $26K - $37.1K
6.22K $85.4M
RTX
Raytheon Technologies Corp

Industrials
48
+ 3.07%
$113.75 - $148.48 $5.46K - $7.13K
1.61K $235M
VBK
Vanguard Small Cap Growth ETF

ETFs
796
+ 1530.77%
$219.76 - $276.94 $175K - $220K
848 $235M
CAH
Cardinal Health Inc

Healthcare
44
+ 21.36%
$125.0 - $168.0 $5.5K - $7.39K
250 $42M
APH
Amphenol Corp

Technology
686
+ 1854.05%
$59.09 - $98.75 $40.5K - $67.7K
723 $71.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
393
+ 17.64%
$31.67 - $42.89 $12.4K - $16.9K
2.62K $112M
XYLG
Global X Fds S&P 500 Covered C

ETFs
17.4K
+ 32843.4%
$23.63 - $27.55 $411K - $480K
17.5K $481M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
32.4K
+ 42.42%
$8.05 - $8.68 $261K - $281K
109K $911M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
24.8K
+ 524.51%
$25.69 - $26.9 $636K - $666K
29.5K $782M
VRSN
Verisign Inc

Technology
14
+ 7.53%
$234.49 - $288.8 $3.28K - $4.04K
200 $57.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.3K
+ 7171.74%
$56.88 - $70.77 $188K - $233K
3.35K $237M
SAP
Sap Se

Technology
26
+ 3.71%
$237.53 - $309.8 $6.18K - $8.05K
727 $221M
HEEM
Ishares Currency Hedged Msci E

ETFs
14K
+ 2422.07%
$24.94 - $30.1 $350K - $423K
14.6K $440M
MANH
Manhattan Associates Inc

Technology
118
+ 907.69%
$143.9 - $197.47 $17K - $23.3K
131 $25.9M
HEIA
Heico Crp Cl A
32
+ 10.77%
N/A
329 $85.1M
WEA
Western Asset Premier Bond Fund

Financial Services
187K
+ 219.73%
$10.28 - $11.05 $1.92M - $2.06M
272K $2.95B
BTI
British American Tobacco P.L.C.

Consumer Defensive
165
+ 6.61%
$39.43 - $49.34 $6.51K - $8.14K
2.66K $126M
ISCG
Ishares Morningstar Small Cap

ETFs
3.16K
+ 2207.69%
$39.44 - $49.76 $125K - $157K
3.3K $164M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
116
+ 35.47%
$49.73 - $51.44 $5.77K - $5.97K
443 $22.8M
IBM
International Business Machines Corp

Technology
123
+ 65.08%
$221.03 - $294.78 $27.2K - $36.3K
312 $92M
IBN
Icici Bank LTD

Financial Services
123
+ 2.08%
$30.16 - $34.39 $3.71K - $4.23K
6.04K $203M
SNPS
Synopsys Inc

Technology
55
+ 203.7%
$380.9 - $517.66 $20.9K - $28.5K
82 $42M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
853
+ 14216.67%
$29.19 - $50.24 $24.9K - $42.9K
859 $43.2M
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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