Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WRB
Berkley W R Corp

Financial Services
368
+ 148.39%
$64.28 - $75.17 $23.7K - $27.7K
616 $45.3M
CPRT
Copart Inc

Consumer Cyclical
61
+ 58.1%
$47.72 - $63.84 $2.91K - $3.89K
166 $8.15M
Goldman Sachs Asset Management LP
252
+ 525.0%
N/A
300 $14.9M
VLO
Valero Energy Corp

Energy
83
+ 120.29%
$104.69 - $141.77 $8.69K - $11.8K
152 $20.4M
DE
Deere & CO

Industrials
21
+ 350.0%
$412.99 - $531.48 $8.67K - $11.2K
27 $13.7M
EBAY
Ebay Inc

Consumer Cyclical
66
+ 95.65%
$59.52 - $79.36 $3.93K - $5.24K
135 $10.1M
BPOP
Popular, Inc.

Financial Services
37
+ 86.05%
$81.63 - $110.51 $3.02K - $4.09K
80 $8.82M
ECL
Ecolab Inc.

Basic Materials
44
+ 169.23%
$225.65 - $270.95 $9.93K - $11.9K
70 $18.9M
JHG
Janus Henderson Group PLC

Financial Services
60
+ 109.09%
$29.47 - $38.84 $1.77K - $2.33K
115 $4.47M
ITUB
Itau Unibanco Holding S.A.

Financial Services
155
+ 17.88%
$5.24 - $6.81 $812 - $1.06K
1.02K $6.94M
UL
Unilever PLC

Consumer Defensive
11
+ 1.23%
$57.9 - $65.43 $637 - $720
907 $55.5M
MTG
Mgic Investment Corp

Financial Services
377
+ 992.11%
$22.43 - $28.1 $8.46K - $10.6K
415 $11.6M
EQT
Eqt Corp

Energy
46
+ 920.0%
$46.11 - $60.44 $2.12K - $2.78K
51 $2.97M
CVE
Cenovus Energy Inc.

Energy
100
+ 204.08%
$10.58 - $14.83 $1.06K - $1.48K
149 $2.03M
EOG
Eog Resources Inc

Energy
93
+ 4650.0%
$104.61 - $129.97 $9.73K - $12.1K
95 $11.4M
CPNG
Coupang, Inc.

Consumer Cyclical
8
+ 10.13%
$19.76 - $30.81 $158 - $246
87 $2.61M
LYG
Lloyds Banking Group PLC

Financial Services
2.84K
+ 141800.0%
$3.32 - $4.29 $9.42K - $12.2K
2.84K $12.1M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
902
+ 45.72%
$11.11 - $14.46 $10K - $13K
2.88K $36M
CMI
Cummins Inc

Industrials
34
+ 566.67%
$267.12 - $336.65 $9.08K - $11.4K
40 $13.1M
EQH
Equitable Holdings, Inc.

Financial Services
21
+ 6.21%
$43.98 - $56.1 $924 - $1.18K
359 $20.1M
PANW
Palo Alto Networks Inc

Technology
128
+ 6400.0%
$152.44 - $204.64 $19.5K - $26.2K
130 $26.6M
WYNN
Wynn Resorts LTD

Consumer Cyclical
21
+ 105.0%
$66.1 - $97.75 $1.39K - $2.05K
41 $3.84M
STLD
Steel Dynamics Inc

Basic Materials
136
+ 2266.67%
N/A
142 $18.2M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
6
+ 5.94%
$25.21 - $34.03 $151 - $204
107 $3.21M
ROL
Rollins Inc

Consumer Cyclical
106
+ 481.82%
$50.65 - $58.58 $5.37K - $6.21K
128 $7.22M
OSK
Oshkosh Corp

Industrials
19
+ 172.73%
$79.17 - $113.62 $1.5K - $2.16K
30 $3.41M
SVOL
Simplify ETF Simplify Volatili

ETFs
4.94K
+ 24705.0%
$13.97 - $19.98 $69K - $98.7K
4.96K $91.2M
REZI
Resideo Technologies, Inc.

Industrials
79
+ 658.33%
$14.69 - $22.46 $1.16K - $1.77K
91 $2.01M
KMI
Kinder Morgan, Inc.

Energy
558
+ 996.43%
$25.21 - $29.4 $14.1K - $16.4K
614 $18.1M
FAST
Fastenal CO

Industrials
981
+ 393.98%
$40.65 - $83.16 $39.9K - $81.6K
1.23K $51.7M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
15
+ 214.29%
$110.23 - $131.5 $1.65K - $1.97K
22 $2.72M
CTRE
Care Trust Reit, Inc.

Real Estate
112
+ 658.82%
$26.65 - $30.69 $2.98K - $3.44K
129 $3.95M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.53K
+ 8063.16%
$13.71 - $15.46 $21K - $23.7K
1.55K $24M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
134
+ 837.5%
$45.98 - $56.15 $6.16K - $7.52K
150 $8.42M
NFG
National Fuel Gas CO

Energy
37
+ 925.0%
$73.0 - $86.01 $2.7K - $3.18K
41 $3.47M
IX
Orix Corp

Financial Services
336
+ 1344.0%
$18.25 - $22.52 $6.13K - $7.57K
361 $8.13M
FTI
Technip Fmc PLC

Energy
210
+ 840.0%
$23.18 - $35.33 $4.87K - $7.42K
235 $8.09M
SPFF
Global X Superincome Preferred

ETFs
24.2K
+ 805800.0%
$8.34 - $8.97 $202K - $217K
24.2K $217M
BKE
Buckle Inc

Consumer Cyclical
20
+ 285.71%
$33.77 - $45.57 $675 - $911
27 $1.22M
PEG
Public Service Enterprise Group Inc

Utilities
228
+ 11400.0%
$77.13 - $84.18 $17.6K - $19.2K
230 $19.4M
SCI
Service Corp International

Consumer Cyclical
279
+ 60.13%
$73.58 - $81.65 $20.5K - $22.8K
743 $60.5M
FOX
Fox Corp Cl B (De)

Communication Services
69
+ 186.49%
$43.81 - $53.0 $3.02K - $3.66K
106 $5.47M
DEO
Diageo PLC

Consumer Defensive
163
+ 84.02%
$99.86 - $115.75 $16.3K - $18.9K
357 $36M
NBIX
Neurocrine Biosciences Inc

Healthcare
44
+ 4400.0%
$87.54 - $128.18 $3.85K - $5.64K
45 $5.66M
TXT
Textron Inc

Industrials
10
+ 13.7%
$60.72 - $80.34 $607 - $803
83 $6.66M
HRB
H&R Block Inc

Consumer Cyclical
297
+ 521.05%
$54.32 - $63.04 $16.1K - $18.7K
354 $19.4M
CHTR
Charter Communications, Inc.

Communication Services
5
+ 45.45%
$321.68 - $427.25 $1.61K - $2.14K
16 $6.54M
BLDR
Builders First Source, Inc.

Industrials
7
+ 116.67%
$105.63 - $131.12 $739 - $918
13 $1.52M
BA
Boeing CO

Industrials
27
+ 245.45%
$136.59 - $217.51 $3.69K - $5.87K
38 $7.96M
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
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