Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
10.6K
+ 832.91%
$19.66 - $21.64 $207K - $228K
11.8K $27M
CASY
Caseys General Stores Inc

Consumer Cyclical
72
+ 160.0%
$378.71 - $442.54 $27.3K - $31.9K
117 $19.5M
CPRT
Copart Inc

Consumer Cyclical
20
+ 23.53%
$52.3 - $59.83 $1.05K - $1.2K
105 $6.56M
ROP
Roper Technologies Inc

Industrials
190
+ 826.09%
$502.71 - $593.81 $95.5K - $113K
213 $13.6M
XYL
Xylem Inc.

Industrials
7
+ 1.56%
$114.02 - $132.04 $798 - $924
457 $53.8M
ROK
Rockwell Automation, Inc

Industrials
17
+ 80.95%
$255.29 - $303.75 $4.34K - $5.16K
38 $7.49M
MTCH
Match Group, Inc.

Communication Services
60
+ 117.65%
$30.08 - $36.47 $1.8K - $2.19K
111 $3.12M
SYF
Synchrony Financial

Financial Services
50
+ 384.62%
$51.9 - $70.63 $2.6K - $3.53K
63 $2.22M
KLAC
Kla Corp

Technology
140
+ 538.46%
$636.62 - $777.63 $89.1K - $109K
166 $17.7M
FNF
Fidelity National Financial, Inc.

Financial Services
23
+ 191.67%
$54.25 - $65.27 $1.25K - $1.5K
35 $1.95M
DRI
Darden Restaurants Inc

Consumer Cyclical
148
+ 296.0%
$180.02 - $208.56 $26.6K - $30.9K
198 $10.6M
FTNT
Fortinet, Inc.

Technology
90
+ 236.84%
$92.49 - $114.57 $8.32K - $10.3K
128 $4.81M
CTSH
Cognizant Technology Solutions Corp

Technology
15
+ 12.71%
$75.32 - $90.7 $1.13K - $1.36K
133 $10.3M
CVNA
Carvana Co.

Consumer Cyclical
36
+ 400.0%
$166.52 - $285.33 $5.99K - $10.3K
45 $2.93M
GDOT
Green Dot Corp

Financial Services
39K
+ 41091.58%
$6.34 - $10.57 $247K - $413K
39.1K $2.06M
NI
Nisource Inc.

Utilities
2
+ 1.21%
$35.57 - $41.23 $71.1 - $82.5
167 $7.1M
BK
Bank Of New York Mellon Corp

Financial Services
104
+ 71.72%
$75.42 - $88.95 $7.84K - $9.25K
249 $12.2M
CSX
Csx Corp

Industrials
18
+ 14.63%
$29.11 - $33.67 $524 - $606
141 $4.97M
Corpay Inc
162
+ 648.0%
N/A
187 $9.42M
Innovator ETF Trust
1.34K
+ 93.78%
N/A
2.77K $43.1M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
71
+ 55.47%
$107.24 - $116.37 $7.61K - $8.26K
199 $14.9M
GD
General Dynamics Corp

Industrials
5
+ 5.1%
$241.94 - $272.58 $1.21K - $1.36K
103 $26.7M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
231K
+ 2106.78%
$10.55 - $11.13 $2.44M - $2.57M
242K $117M
CIB
Bancolombia Sa

Financial Services
5.09K
+ 4800.94%
$31.99 - $44.29 $163K - $225K
5.2K $4.18M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
570
+ 199.3%
N/A
856 $18.9M
PH
Parker Hannifin Corp

Industrials
65
+ 166.67%
$591.65 - $707.05 $38.5K - $46K
104 $25.5M
FOXA
Fox Corp

Communication Services
1
+ 1.12%
$47.9 - $58.0 $47.9 - $58
90 $5.04M
AYI
Acuity Brands Inc

Industrials
10
+ 47.62%
$257.8 - $337.07 $2.58K - $3.37K
31 $6.85M
SO
Southern CO

Utilities
480
+ 657.53%
$80.96 - $92.96 $38.9K - $44.6K
553 $6.71M
NXST
Nexstar Media Group, Inc.

Communication Services
274
+ 830.3%
$146.34 - $182.75 $40.1K - $50.1K
307 $5.91M
THC
Tenet Healthcare Corp

Healthcare
13
+ 25.0%
$119.51 - $144.98 $1.55K - $1.88K
65 $7.26M
STM
St Microelectronics N.V.

Technology
171
+ 450.0%
$21.64 - $28.22 $3.7K - $4.83K
209 $1.65M
AEE
Ameren Corp

Utilities
3
+ 4.35%
$86.87 - $103.67 $261 - $311
72 $6.83M
ADSK
Autodesk, Inc.

Technology
25
+ 58.14%
N/A
68 $13.4M
MAA
Mid America Apartment Communities Inc.

Real Estate
74.2K
+ 151497.95%
$146.9 - $170.92 $10.9M - $12.7M
74.3K $8.21M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
62.2K
+ 178.81%
$17.66 - $18.84 $1.1M - $1.17M
97.1K $633M
MMM
3 M CO

Industrials
252
+ 586.05%
$129.7 - $155.12 $32.7K - $39.1K
295 $6.17M
CNXC
Concentrix Corp

Technology
81
+ 165.31%
$42.45 - $65.04 $3.44K - $5.27K
130 $2.73M
WDS
Woodside Energy Group LTD

Energy
49
+ 13.03%
$14.15 - $16.33 $693 - $800
425 $6.46M
BNDX
Vanguard Total International B

ETFs
79.2K
+ 9412.01%
$48.33 - $49.5 $3.83M - $3.92M
80K $41.8M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
32.1K
+ 4194.13%
$22.98 - $24.13 $738K - $775K
32.9K $18.2M
Labcorp Holdings Inc
46
+ 418.18%
N/A
57 $3.03M
EXPE
Expedia Group, Inc.

Consumer Cyclical
18
+ 180.0%
$157.11 - $206.52 $2.83K - $3.72K
28 $2.35M
HES
Hess Corp

Energy
105
+ 583.33%
$135.42 - $160.52 $14.2K - $16.9K
123 $2.88M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
11.4K
+ 1371.36%
$47.27 - $50.52 $539K - $576K
12.2K $40.6M
ATO
Atmos Energy Corp

Utilities
78
+ 260.0%
$136.51 - $154.58 $10.6K - $12.1K
108 $4.64M
ABM
Abm Industries Inc

Industrials
92
+ 287.5%
$45.51 - $54.64 $4.19K - $5.03K
124 $2.08M
AON
Aon PLC

Financial Services
24
+ 58.54%
$348.44 - $409.32 $8.36K - $9.82K
65 $15.2M
TTWO
Take Two Interactive Software Inc

Communication Services
64
+ 336.84%
$178.61 - $217.95 $11.4K - $13.9K
83 $3.94M
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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