Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JBHT
Hunt J B Transport Services Inc

Industrials
13
+ 81.25%
$146.12 - $186.55 $1.9K - $2.43K
29 $2.37M
BC
Brunswick Corp

Consumer Cyclical
14
+ 41.18%
$53.49 - $70.51 $749 - $987
48 $1.83M
DDS
Dillard'S, Inc.

Consumer Cyclical
149
+ 2980.0%
$353.25 - $508.77 $52.6K - $75.8K
154 $1.79M
EL
Estee Lauder Companies Inc

Consumer Defensive
116
+ 414.29%
$64.26 - $85.48 $7.45K - $9.92K
144 $1.72M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
161
+ 3220.0%
$634.14 - $744.83 $102K - $120K
166 $3.17M
HOLX
Hologic Inc

Healthcare
134
+ 352.63%
$60.7 - $73.77 $8.13K - $9.89K
172 $2.35M
SNDR
Schneider National, Inc.

Industrials
408
+ 658.06%
$22.65 - $30.73 $9.24K - $12.5K
470 $1.42M
PK
Park Hotels & Resorts Inc.

Real Estate
124
+ 103.33%
$10.68 - $14.19 $1.32K - $1.76K
244 $1.28M
CNS
Cohen & Steers, Inc.

Financial Services
14
+ 41.18%
$75.52 - $92.6 $1.06K - $1.3K
48 $2.73M
WDAY
Workday, Inc.

Technology
58
+ 341.18%
$233.53 - $277.82 $13.5K - $16.1K
75 $3.97M
USPH
U S Physical Therapy Inc

Healthcare
108
+ 415.38%
$71.93 - $90.88 $7.77K - $9.82K
134 $1.88M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
52
+ 167.74%
$166.63 - $185.86 $8.66K - $9.66K
83 $5.17M
SWKS
Skyworks Solutions, Inc.

Technology
79
+ 438.89%
$64.12 - $93.96 $5.07K - $7.42K
97 $1.16M
PNR
Pentair PLC

Industrials
7
+ 21.21%
$84.0 - $105.35 $588 - $737
40 $2.89M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
769
+ 54.08%
$29.68 - $32.59 $22.8K - $25.1K
2.19K $44.3M
SPG
Simon Property Group Inc

Real Estate
395
+ 541.1%
$159.48 - $187.78 $63K - $74.2K
468 $12.1M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.83K
+ 158.44%
$30.38 - $34.94 $55.6K - $63.9K
2.99K $36.6M
MMYT
Make My Trip LTD

Consumer Cyclical
36
+ 200.0%
N/A
54 $1.57M
CVLT
Commvault Systems Inc

Technology
146
+ 584.0%
$146.82 - $187.9 $21.4K - $27.4K
171 $3.31M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6
+ 85.71%
$314.47 - $431.35 $1.89K - $2.59K
13 $2.57M
SXI
Standex International Corp

Industrials
193
+ 965.0%
$160.36 - $196.08 $30.9K - $37.8K
213 $3.23M
ELAN
Elanco Animal Health Inc

Healthcare
35
+ 10.77%
$10.04 - $12.47 $351 - $436
360 $3.41M
IP
International Paper CO

Consumer Cyclical
5
+ 17.86%
$49.38 - $60.09 $247 - $300
33 $960K
SNV
Synovus Financial Corp

Financial Services
345
+ 1500.0%
$43.7 - $56.87 $15.1K - $19.6K
368 $608K
KIM
Kimco Realty Corp

Real Estate
326
+ 125.38%
$20.15 - $23.42 $6.57K - $7.63K
586 $5.52M
KJUL
Innovator U.S. Small Cap Power

Technology
1.67K
+ 425.19%
$27.83 - $30.18 $46.5K - $50.4K
2.06K $11M
IPAR
Inter Parfums Inc

Consumer Defensive
11
+ 33.33%
$113.87 - $144.54 $1.25K - $1.59K
44 $3.76M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
91
+ 395.65%
$64.24 - $90.95 $5.85K - $8.28K
114 $1.48M
VVV
Valvoline Inc

Energy
100
+ 32.15%
$34.44 - $40.19 $3.44K - $4.02K
411 $10.7M
Kenvue Inc
513
+ 296.53%
N/A
686 $3.09M
LENB
Lennar Corporation Cl B
15
+ 55.56%
N/A
42 $2.95M
PLTR
Palantir Technologies Inc.

Technology
57
+ 61.96%
$64.98 - $124.62 $3.7K - $7.1K
149 $6.33M
VRNT
Verint Systems Inc

Technology
82
+ 170.83%
N/A
130 $660K
FAF
First American Financial Corp

Financial Services
32
+ 168.42%
$57.7 - $66.47 $1.85K - $2.13K
51 $525K
MORN
Morningstar, Inc.

Financial Services
5
+ 27.78%
$282.49 - $334.73 $1.41K - $1.67K
23 $5.4M
ANSS
Ansys Inc

Technology
44
+ 133.33%
$316.56 - $360.36 $13.9K - $15.9K
77 $10.4M
BDX
Becton Dickinson & CO

Healthcare
356
+ 67.94%
$222.79 - $249.08 $79.3K - $88.7K
880 $118M
INTA
Intapp, Inc.

Technology
43
+ 143.33%
$57.21 - $74.1 $2.46K - $3.19K
73 $1.23M
TROW
Price T Rowe Group Inc

Financial Services
11
+ 31.43%
$91.57 - $116.93 $1.01K - $1.29K
46 $3.22M
AGCO
Agco Corp

Industrials
41
+ 178.26%
$88.82 - $106.69 $3.64K - $4.37K
64 $1.39M
GXO
Gxo Logistics, Inc.

Industrials
182
+ 568.75%
$36.31 - $46.18 $6.61K - $8.4K
214 $625K
MDB
Mongo Db, Inc.

Technology
4
+ 28.57%
$175.4 - $298.52 $702 - $1.19K
18 $2.46M
CGUS
Capital Group Core Equity ETF
11
+ 2.12%
$33.08 - $36.62 $364 - $403
531 $17.4M
JEF
Jefferies Financial Group Inc.

Financial Services
155
+ 469.7%
$52.22 - $81.31 $8.09K - $12.6K
188 $1.77M
R
Ryder System Inc

Industrials
69
+ 168.29%
$136.38 - $170.92 $9.41K - $11.8K
110 $5.61M
SSTK
Shutterstock, Inc.

Communication Services
31
+ 73.81%
$17.79 - $34.5 $551 - $1.07K
73 $447K
TMDX
Trans Medics Group, Inc.

Healthcare
80
+ 380.95%
$56.73 - $79.42 $4.54K - $6.35K
101 $471K
GMAB
Genmab A/S

Healthcare
58
+ 53.7%
$18.69 - $24.14 $1.08K - $1.4K
166 $1.41M
Innovator ETF Trust
929
+ 187.68%
N/A
1.42K $23M
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