Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHG
Koninklijke Philips Nv

Healthcare
2.16K
New
$24.71 - $32.66 $53.4K - $70.5K
2.16K $54.7M
UBER
Uber Technologies, Inc

Technology
900
New
$59.93 - $86.34 $53.9K - $77.7K
900 $54.3M
PFG
Principal Financial Group Inc

Financial Services
700
New
$74.91 - $91.26 $52.4K - $63.9K
700 $54.2M
MTD
Mettler Toledo International Inc

Healthcare
44
New
$1160.67 - $1498.12 $51.1K - $65.9K
44 $53.8M
UL
Unilever PLC

Consumer Defensive
948
New
$56.7 - $64.64 $53.8K - $61.3K
948 $53.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
156
New
$275.15 - $388.2 $42.9K - $60.6K
156 $53.4M
TJX
Tjx Companies Inc

Consumer Cyclical
441
New
$112.15 - $127.2 $49.5K - $56.1K
441 $53.3M
AMAT
Applied Materials Inc

Technology
326
New
$161.44 - $213.89 $52.6K - $69.7K
326 $53M
Talen Energy Corp
263
New
N/A
263 $53M
MRVL
Marvell Technology, Inc.

Technology
476
New
$70.31 - $124.78 $33.5K - $59.4K
476 $52.6M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
676
New
$74.71 - $79.24 $50.5K - $53.6K
676 $51.9M
VOX
Vanguard Communication Service

ETFs
330
New
$144.31 - $163.57 $47.6K - $54K
330 $51.1M
DEO
Diageo PLC

Consumer Defensive
401
New
$118.0 - $139.88 $47.3K - $56.1K
401 $51M
Cava Group Inc
449
New
N/A
449 $50.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
172
New
$285.5 - $335.62 $49.1K - $57.7K
172 $49.9M
FAST
Fastenal CO

Industrials
677
New
$69.99 - $84.35 $47.4K - $57.1K
677 $48.7M
SNOW
Snowflake Inc.

Technology
312
New
$109.65 - $186.51 $34.2K - $58.2K
312 $48.2M
CMCSA
Comcast Corp

Communication Services
1.26K
New
$37.39 - $45.14 $47.1K - $56.9K
1.26K $47.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.82K
New
$25.74 - $53.78 $46.8K - $97.7K
1.82K $46.9M
SHW
Sherwin Williams CO

Basic Materials
137
New
$338.75 - $399.71 $46.4K - $54.8K
137 $46.6M
SCHW
Schwab Charles Corp

Financial Services
623
New
$63.31 - $82.85 $39.4K - $51.6K
623 $46.1M
PSX
Phillips 66

Energy
401
New
$110.35 - $138.93 $44.3K - $55.7K
401 $45.7M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
2.1K
New
$21.7 - $22.73 $45.6K - $47.7K
2.1K $45.6M
Gsk PLC
1.35K
New
N/A
1.35K $45.5M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.42K
New
$30.04 - $32.01 $42.7K - $45.5K
1.42K $44.7M
KEY
Keycorp

Financial Services
2.6K
New
$16.21 - $19.97 $42.1K - $51.9K
2.6K $44.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
337
New
$125.36 - $147.37 $42.2K - $49.7K
337 $44.3M
VRSK
Verisk Analytics, Inc.

Industrials
160
New
$262.86 - $294.75 $42.1K - $47.2K
160 $44.1M
Innovator Capital Management LLC
1.43K
New
N/A
1.43K $42.1M
SONY
Sony Group Corp

Technology
1.97K
New
$17.53 - $96.8 $34.5K - $191K
1.97K $41.7M
BJUL
Innovator U.S. Equity Buffer E

ETFs
935
New
$43.33 - $45.42 $40.5K - $42.5K
935 $41.7M
BNDX
Vanguard Total International B

ETFs
841
New
$48.91 - $50.61 $41.1K - $42.6K
841 $41.3M
PAYX
Paychex Inc

Industrials
293
New
$135.86 - $148.73 $39.8K - $43.6K
293 $41.1M
ORI
Old Republic International Corp

Financial Services
1.13K
New
$34.4 - $38.98 $38.9K - $44.1K
1.13K $40.9M
VICI
Vici Properties Inc.

Real Estate
1.38K
New
$28.27 - $33.19 $39.1K - $45.9K
1.38K $40.4M
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.45K
New
$11.41 - $21.09 $39.4K - $72.8K
3.45K $40.2M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.13K
New
$12.61 - $15.33 $39.4K - $47.9K
3.13K $40.2M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
831
New
$48.12 - $52.79 $40K - $43.9K
831 $40.1M
ITW
Illinois Tool Works Inc

Industrials
158
New
$253.56 - $278.5 $40.1K - $44K
158 $40.1M
U
Unity Software Inc.

Technology
1.78K
New
$17.34 - $27.72 $30.9K - $49.4K
1.78K $40M
AIG
American International Group, Inc.

Financial Services
548
New
$70.0 - $79.22 $38.4K - $43.4K
548 $39.9M
CB
Chubb LTD

Financial Services
143
New
$271.57 - $301.89 $38.8K - $43.2K
143 $39.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
500
New
$75.99 - $88.85 $38K - $44.4K
500 $39.1M
VST
Vistra Corp.

Utilities
283
New
$115.74 - $166.61 $32.8K - $47.2K
283 $39M
NOCT
Innovator Growth 100 Power Buf

ETFs
750
New
$49.49 - $52.11 $37.1K - $39.1K
750 $38.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.61K
New
$23.29 - $23.93 $37.4K - $38.5K
1.61K $37.7M
CRH.L
Crh PLC

Basic Materials
407
New
N/A
407 $37.7M
GGG
Graco Inc

Industrials
441
New
$81.45 - $92.29 $35.9K - $40.7K
441 $37.2M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.16K
New
$31.24 - $37.15 $36.1K - $42.9K
1.16K $37.1M
Activity Summary
Buys All Purchases 1184 New Holdings 1184 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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