Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASIX
Advan Six Inc.

Basic Materials
18
+ 200.0%
$18.69 - $24.81 $336 - $447
27 $641K
FE
Firstenergy Corp

Utilities
73
+ 197.3%
$38.31 - $43.17 $2.8K - $3.15K
110 $4.43M
AR
Antero Resources Corp

Energy
77
+ 192.5%
$31.92 - $43.78 $2.46K - $3.37K
117 $4.71M
IDA
Idacorp Inc

Utilities
3
+ 14.29%
$111.01 - $119.72 $333 - $359
24 $2.77M
COLB
Columbia Banking System, Inc.

Financial Services
7
+ 140.0%
$20.71 - $25.63 $145 - $179
12 $281K
WTRG
Essential Utilities, Inc.

Utilities
4
+ 100.0%
$36.92 - $41.39 $148 - $166
8 $297K
VALE
Vale S.A.

Basic Materials
66
+ 2200.0%
$8.26 - $10.1 $545 - $667
69 $670K
CENT
Central Garden & Pet CO

Consumer Defensive
10
+ 333.33%
$33.56 - $36.96 $336 - $370
13 $457K
DOX
Amdocs LTD

Technology
61
+ 225.93%
$80.46 - $94.08 $4.91K - $5.74K
88 $8.03M
Masterbrand Inc
7
+ 175.0%
N/A
11 $120K
LTC
Ltc Properties Inc

Real Estate
13
+ 39.39%
$32.83 - $36.24 $427 - $471
46 $1.59M
LMAT
Lemaitre Vascular Inc

Healthcare
30
+ 111.11%
$77.89 - $92.6 $2.34K - $2.78K
57 $4.73M
LNT
Alliant Energy Corp

Utilities
9
+ 225.0%
$58.79 - $64.85 $529 - $584
13 $786K
NMFC
New Mountain Finance Corp

Financial Services
53
+ 81.54%
$9.11 - $11.09 $483 - $588
118 $1.25M
NOG
Northern Oil & Gas, Inc.

Energy
31
+ 775.0%
$20.6 - $32.16 $639 - $997
35 $992K
ACCO
Acco Brands Corp

Industrials
133
+ 1900.0%
$3.37 - $4.28 $448 - $569
140 $501K
TROX
Tronox Holdings PLC

Basic Materials
11
+ 35.48%
$4.51 - $6.87 $49.6 - $75.6
42 $213K
HLN
Haleon PLC

Healthcare
268
+ 31.46%
$9.27 - $11.41 $2.48K - $3.06K
1.12K $11.6M
AEP
American Electric Power CO Inc

Utilities
139
+ 397.14%
$98.59 - $109.11 $13.7K - $15.2K
174 $18.1M
BIIB
Biogen Inc.

Healthcare
4
+ 14.29%
$113.38 - $135.49 $454 - $542
32 $4.02M
DXC
Dxc Technology CO

Technology
37
+ 284.62%
$14.03 - $17.63 $519 - $652
50 $765K
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 150.0%
$102.84 - $122.24 $1.23K - $1.47K
20 $2.29M
RNR
Renaissancere Holdings LTD

Financial Services
13
+ 48.15%
$220.37 - $253.95 $2.86K - $3.3K
40 $9.72M
VTR
Ventas, Inc.

Real Estate
17
+ 283.33%
$62.45 - $70.08 $1.06K - $1.19K
23 $1.45M
FR
First Industrial Realty Trust Inc

Real Estate
14
+ 155.56%
$43.07 - $54.05 $603 - $757
23 $1.11M
SOFI
So Fi Technologies, Inc.

Financial Services
10
+ 40.0%
$9.5 - $18.21 $95 - $182
35 $637K
WM
Waste Management Inc

Industrials
50
+ 1250.0%
$216.47 - $242.1 $10.8K - $12.1K
54 $12.4M
OHI
Omega Healthcare Investors Inc

Real Estate
99
+ 2475.0%
$35.55 - $39.05 $3.52K - $3.87K
103 $3.78M
ARKW
Ark Next Generation Internet E

ETFs
16
+ 1.86%
$82.77 - $147.9 $1.32K - $2.37K
875 $129M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
25
+ 192.31%
$49.85 - $59.52 $1.25K - $1.49K
38 $1.99M
DINO
Hf Sinclair Corp

Energy
61
+ 254.17%
$25.91 - $41.85 $1.58K - $2.55K
85 $3.49M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
22
+ 550.0%
$41.37 - $53.28 $910 - $1.17K
26 $1.16M
DVA
Davita Inc.

Healthcare
11
+ 137.5%
$133.5 - $155.51 $1.47K - $1.71K
19 $2.71M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
50
+ 555.56%
$167.22 - $212.42 $8.36K - $10.6K
59 $11.7M
CBT
Cabot Corp

Basic Materials
24
+ 480.0%
$72.47 - $84.35 $1.74K - $2.02K
29 $2.18M
WEC
Wec Energy Group, Inc.

Utilities
46
+ 575.0%
$102.24 - $109.76 $4.7K - $5.05K
54 $5.63M
FLO
Flowers Foods Inc

Consumer Defensive
70
+ 304.35%
$15.86 - $19.21 $1.11K - $1.34K
93 $1.49M
HLNE
Hamilton Lane Inc

Financial Services
31
+ 238.46%
$126.65 - $175.49 $3.93K - $5.44K
44 $6.25M
EXC
Exelon Corp

Utilities
105
+ 3500.0%
$42.2 - $47.37 $4.43K - $4.97K
108 $4.69M
TCOM
Trip.Com Group LTD

Consumer Cyclical
18
+ 42.86%
$52.21 - $67.1 $940 - $1.21K
60 $3.52M
OVV
Ovintiv Inc.

Energy
26
+ 40.63%
$31.18 - $44.14 $811 - $1.15K
90 $3.43M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.8K
+ 12871.43%
$26.18 - $26.93 $47.2K - $48.5K
1.82K $48.5M
HSY
Hershey CO

Consumer Defensive
47
+ 261.11%
$151.29 - $173.13 $7.11K - $8.14K
65 $10.8M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
27
+ 81.82%
$32.45 - $40.68 $876 - $1.1K
60 $2M
UTZ
Utz Brands, Inc.

Consumer Defensive
221
+ 920.83%
$11.62 - $14.29 $2.57K - $3.16K
245 $3.08M
HPQ
Hp Inc

Technology
92
+ 368.0%
$21.88 - $29.32 $2.01K - $2.7K
117 $2.86M
INGN
Inogen Inc

Healthcare
82
+ 512.5%
$5.75 - $7.32 $472 - $600
98 $689K
VICI
Vici Properties Inc.

Real Estate
256
+ 29.43%
$29.41 - $32.97 $7.53K - $8.44K
1.13K $36.7M
LSTR
Landstar System Inc

Industrials
20
+ 133.33%
$131.55 - $151.93 $2.63K - $3.04K
35 $4.87M
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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