Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MTRX
Matrix Service CO

Industrials
55
+ 423.08%
$10.03 - $13.91 $552 - $765
68 $919K
ACGL
Arch Capital Group Ltd.

Financial Services
45
+ 125.0%
$84.99 - $96.82 $3.82K - $4.36K
81 $7.38M
CC
Chemours CO

Basic Materials
14
+ 350.0%
$9.4 - $13.06 $132 - $183
18 $206K
TSN
Tyson Foods, Inc.

Consumer Defensive
23
+ 76.67%
$54.33 - $63.56 $1.25K - $1.46K
53 $2.97M
TS
Tenaris Sa

Energy
76
+ 42.22%
$30.71 - $39.46 $2.33K - $3K
256 $9.57M
UTHR
United Therapeutics Corp

Healthcare
7
+ 46.67%
$276.47 - $328.4 $1.94K - $2.3K
22 $6.32M
EQNR
Equinor Asa

Energy
40
+ 11.98%
$22.04 - $28.08 $882 - $1.12K
374 $9.4M
SNA
Snap On Inc

Industrials
3
+ 18.75%
$292.36 - $342.2 $877 - $1.03K
19 $5.91M
ZTS
Zoetis Inc.

Healthcare
80
+ 222.22%
$144.41 - $170.3 $11.6K - $13.6K
116 $18.1M
TAP
Molson Coors Beverage CO

Consumer Defensive
38
+ 950.0%
$47.24 - $62.46 $1.8K - $2.37K
42 $2.02M
BBY
Best Buy CO Inc

Consumer Cyclical
138
+ 862.5%
$56.17 - $75.73 $7.75K - $10.5K
154 $10.3M
CTRA
Coterra Energy Inc.

Energy
125
+ 198.41%
$22.6 - $29.07 $2.83K - $3.63K
188 $4.77M
ELV
Elevance Health, Inc.

Healthcare
13
+ 118.18%
$372.27 - $452.69 $4.84K - $5.88K
24 $9.34M
SHW
Sherwin Williams CO

Basic Materials
12
+ 11.54%
$313.51 - $363.51 $3.76K - $4.36K
116 $39.8M
CPB
Campbell Soup CO

Consumer Defensive
20
+ 37.74%
$30.65 - $39.9 $613 - $798
73 $2.24M
MKC
Mccormick & CO Inc

Consumer Defensive
99
+ 1237.5%
$71.11 - $82.25 $7.04K - $8.14K
107 $8.11M
MPW
Medical Properties Trust Inc

Real Estate
167
+ 66.8%
$4.31 - $5.91 $720 - $987
417 $1.8M
GRMN
Garmin LTD

Technology
1
+ 9.09%
$173.63 - $218.07 $174 - $218
12 $2.51M
CNC
Centene Corp

Healthcare
23
+ 46.94%
$53.4 - $64.29 $1.23K - $1.48K
72 $3.91M
Brookfield Brp Holdings Canada
85
+ 1214.29%
N/A
92 $3.02M
OGN
Organon & Co.

Healthcare
126
+ 3150.0%
$8.04 - $14.72 $1.01K - $1.85K
130 $1.26M
ORI
Old Republic International Corp

Financial Services
48
+ 4.43%
$35.25 - $39.79 $1.69K - $1.91K
1.13K $43.5M
CMCSA
Comcast Corp

Communication Services
592
+ 106.86%
$32.84 - $36.72 $19.4K - $21.7K
1.15K $40.9M
CSGP
Costar Group, Inc.

Real Estate
26
+ 35.62%
$72.62 - $83.22 $1.89K - $2.16K
99 $7.96M
BIO
Bio Rad Laboratories, Inc.

Healthcare
6
+ 100.0%
$216.56 - $256.68 $1.3K - $1.54K
12 $2.9M
OC
Owens Corning

Industrials
57
+ 43.18%
$126.32 - $147.75 $7.2K - $8.42K
189 $26M
LEN
Lennar Corp

Consumer Cyclical
32
+ 145.45%
$102.76 - $115.66 $3.29K - $3.7K
54 $5.97M
PKI
Perkinelmer Inc

Healthcare
33
+ 253.85%
N/A
46 $4.45M
G
Genpact LTD

Technology
119
+ 253.19%
$40.65 - $50.56 $4.84K - $6.02K
166 $7.31M
KO
Coca Cola CO

Consumer Defensive
191
+ 14.05%
$68.37 - $73.9 $13.1K - $14.1K
1.55K $110M
CB
Chubb LTD

Financial Services
17
+ 13.28%
$274.32 - $302.46 $4.66K - $5.14K
145 $42M
RYN
Rayonier Inc

Real Estate
39
+ 20.97%
$22.12 - $28.02 $863 - $1.09K
225 $4.99M
CCI
Crown Castle International Corp

Real Estate
79
+ 607.69%
$94.83 - $107.06 $7.49K - $8.46K
92 $9.45M
ABNB
Airbnb, Inc.

Consumer Cyclical
160
+ 235.29%
$105.69 - $140.64 $16.9K - $22.5K
228 $30.2M
BFB
Brown Forman Corp Cl B
24
+ 53.33%
N/A
69 $1.86M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2
+ 5.71%
$90.21 - $112.66 $180 - $225
37 $3.38M
AFL
Aflac Inc

Financial Services
229
+ 1526.67%
$99.77 - $112.45 $22.8K - $25.8K
244 $25.7M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
409
+ 21.05%
$10.79 - $14.14 $4.41K - $5.78K
2.35K $32.3M
CLX
Clorox CO

Consumer Defensive
25
+ 80.65%
$118.01 - $148.69 $2.95K - $3.72K
56 $6.72M
FRPT
Freshpet, Inc.

Consumer Defensive
75
+ 17.99%
$67.88 - $89.64 $5.09K - $6.72K
492 $33.4M
PSX
Phillips 66

Energy
77
+ 23.77%
$92.87 - $125.73 $7.15K - $9.68K
401 $47.8M
FTV
Fortive Corp

Technology
70
+ 636.36%
$52.13 - $74.29 $3.65K - $5.2K
81 $4.22M
CHD
Church & Dwight CO Inc

Consumer Defensive
85
+ 197.67%
$91.57 - $110.76 $7.78K - $9.41K
128 $12.3M
MTRN
Materion Corp

Basic Materials
14
+ 116.67%
$72.15 - $84.25 $1.01K - $1.18K
26 $2.06M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.21K
+ 15112.5%
$12.23 - $15.46 $14.8K - $18.7K
1.22K $18.4M
WBS
Webster Financial Corp

Financial Services
11
+ 20.37%
$41.76 - $54.91 $459 - $604
65 $3.55M
APD
Air Products & Chemicals, Inc.

Basic Materials
47
+ 35.88%
$248.61 - $294.96 $11.7K - $13.9K
178 $50.2M
NEE
Nextera Energy Inc

Utilities
304
+ 21.44%
$64.11 - $75.0 $19.5K - $22.8K
1.72K $120M
Atlassian Corp
34
+ 340.0%
N/A
44 $8.94M
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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