Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CPK
Chesapeake Utilities Corp

Utilities
123
+ 1025.0%
$116.55 - $130.37 $14.3K - $16K
135 $1.54M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
33
+ 57.89%
$60.44 - $69.57 $1.99K - $2.3K
90 $3.8M
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8
+ 2.42%
$51.52 - $52.37 $412 - $419
338 $17.1M
CI
Cigna Corp

Healthcare
9
+ 17.65%
$274.49 - $329.0 $2.47K - $2.96K
60 $14.1M
HAS
Hasbro, Inc.

Consumer Cyclical
12
+ 109.09%
$56.16 - $69.06 $674 - $829
23 $676K
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
CCK
Crown Holdings Inc

Consumer Cyclical
39
+ 487.5%
$78.77 - $91.74 $3.07K - $3.58K
47 $714K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.8K
+ 5829.17%
$115.79 - $154.66 $324K - $433K
2.85K $6.27M
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
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
PODD
Insulet Corp

Healthcare
6
+ 40.0%
$237.06 - $288.29 $1.42K - $1.73K
21 $3.94M
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
D
Dominion Energy, Inc

Utilities
41
+ 455.56%
$52.85 - $57.43 $2.17K - $2.35K
50 $505K
UNF
Unifirst Corp

Industrials
17
+ 242.86%
$169.33 - $230.5 $2.88K - $3.92K
24 $1.22M
Global X Et Fs/Usa
1K
+ 1886.79%
N/A
1.05K $5.32M
Crane CO
8
+ 80.0%
N/A
18 $1.53M
AMH
American Homes 4 Rent

Real Estate
25
+ 71.43%
$34.43 - $37.81 $861 - $945
60 $1.32M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
4
+ 33.33%
$120.07 - $144.17 $480 - $577
16 $1.49M
LECO
Lincoln Electric Holdings Inc

Industrials
18
+ 300.0%
$180.51 - $216.81 $3.25K - $3.9K
24 $1.14M
Liberty Media Corp
73
+ 521.43%
N/A
87 $941K
TKR
Timken CO

Industrials
43
+ 330.77%
$69.85 - $83.79 $3K - $3.6K
56 $934K
Atlanta Braves Holdings Inc
103
+ 3433.33%
N/A
106 $120K
REXR
Rexford Industrial Realty, Inc.

Real Estate
3
+ 37.5%
$37.17 - $41.44 $112 - $124
11 $313K
KFY
Korn Ferry

Industrials
40
+ 800.0%
$62.52 - $71.6 $2.5K - $2.86K
45 $339K
KMPR
Kemper Corp

Financial Services
125
+ 3125.0%
$62.81 - $69.5 $7.85K - $8.69K
129 $267K
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
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email