Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-156K
- 95.52%
$8.45 - $9.78 $1.32M - $1.53M
7.33K $71.4M
AAPL
Apple Inc.

Technology
-2.55K
- 13.43%
$172.42 - $223.89 $440K - $571K
16.4K $3.37B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.95K
- 36.76%
$32.0 - $39.87 $62.2K - $77.5K
3.35K $133M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-25.4K
- 88.58%
$34.78 - $43.42 $882K - $1.1M
3.27K $142M
UNH
Unitedhealth Group Inc

Healthcare
-141
- 12.57%
$274.35 - $599.47 $38.7K - $84.5K
981 $306M
BHP
Bhp Group LTD

Basic Materials
-2.55K
- 84.03%
$40.22 - $50.88 $102K - $130K
484 $23.3M
Arista Networks Inc
-40.8K
- 98.03%
N/A
818 $83.7M
ISRG
Intuitive Surgical Inc

Healthcare
-218
- 41.29%
$451.58 - $565.94 $98.4K - $123K
310 $168M
Canadian Pacific Kansas City L
-1.43K
- 64.34%
N/A
791 $62.7M
DDOG
Datadog, Inc.

Technology
-1.05K
- 87.53%
$87.0 - $134.33 $91K - $141K
149 $20M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 0.71%
$285.55 - $321.23 $9.71K - $10.9K
4.76K $1.39B
NVO
Novo Nordisk A S

Healthcare
-1.31K
- 23.53%
$58.08 - $81.05 $76.1K - $106K
4.26K $294M
ENTG
Entegris Inc

Technology
-1.26K
- 96.09%
$62.92 - $86.2 $79K - $108K
51 $4.11M
NEM
Newmont Corp

Basic Materials
-2.01K
- 93.28%
$44.18 - $59.46 $88.9K - $120K
145 $8.45M
O
Realty Income Corp

Real Estate
-1.74K
- 33.37%
$52.27 - $58.52 $90.8K - $102K
3.47K $200M
CROX
Crocs, Inc.

Consumer Cyclical
-984
- 92.48%
$88.67 - $120.26 $87.3K - $118K
80 $8.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-32
- 5.73%
$390.26 - $489.06 $12.5K - $15.6K
526 $213M
Ge Health Care Technologies Inc
-1.07K
- 99.08%
N/A
10 $741K
INTC
Intel Corp

Technology
-3K
- 96.59%
$18.13 - $22.69 $54.4K - $68K
106 $2.37M
CVX
Chevron Corp

Energy
-118
- 5.69%
$133.73 - $168.51 $15.8K - $19.9K
1.96K $280M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-10.4K
- 50.7%
$68.13 - $74.77 $708K - $777K
10.1K $736M
MRK
Merck & Co., Inc.

Healthcare
-347
- 25.16%
$73.47 - $87.12 $25.5K - $30.2K
1.03K $81.7M
WMB
Williams Companies, Inc.

Energy
-886
- 28.37%
$54.33 - $62.87 $48.1K - $55.7K
2.24K $141M
CYBR
Cyber Ark Software Ltd.

Technology
-24
- 30.0%
$305.98 - $406.88 $7.34K - $9.77K
56 $22.8M
AZN
Astrazeneca PLC

Healthcare
-135
- 3.63%
$64.87 - $75.0 $8.76K - $10.1K
3.58K $250M
Reddit Inc
-152
- 77.16%
N/A
45 $6.78M
LLY
Eli Lilly & CO

Healthcare
-18
- 5.25%
$713.71 - $898.95 $12.8K - $16.2K
325 $253M
RDVY
First Trust Rising Dividend Ac

ETFs
-27.6K
- 87.04%
$51.6 - $62.74 $1.42M - $1.73M
4.11K $258M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-39K
- 37.32%
$9.4 - $10.12 $366K - $394K
65.5K $621M
XOM
Exxon Mobil Corp

Energy
-38
- 1.63%
$99.93 - $119.04 $3.8K - $4.52K
2.29K $247M
ABBV
Abb Vie Inc.

Healthcare
-1.24K
- 53.04%
$170.16 - $206.27 $211K - $256K
1.1K $204M
BMY
Bristol Myers Squibb CO

Healthcare
-58
- 3.74%
$44.12 - $59.6 $2.56K - $3.46K
1.49K $69M
AJG
Arthur J. Gallagher & Co.

Financial Services
-189
- 18.66%
$310.86 - $348.77 $58.8K - $65.9K
824 $264M
CL
Colgate Palmolive CO

Consumer Defensive
-191
- 26.45%
$87.57 - $96.0 $16.7K - $18.3K
531 $48.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.99K
- 86.38%
$152.93 - $181.74 $457K - $543K
471 $85.6M
GE
General Electric CO

Industrials
-446
- 29.95%
$166.81 - $257.39 $74.4K - $115K
1.04K $268M
PWR
Quanta Services, Inc.

Industrials
-2.63K
- 98.83%
$239.47 - $381.26 $629K - $1M
31 $11.7M
RIO
Rio Tinto PLC

Basic Materials
-382
- 31.16%
$52.32 - $62.75 $20K - $24K
844 $49.2M
COP
Conocophillips

Energy
-148
- 21.02%
$82.66 - $106.1 $12.2K - $15.7K
556 $49.9M
FICO
Fair Isaac Corp

Technology
-13
- 39.39%
$1503.62 - $2206.01 $19.5K - $28.7K
20 $36.6M
UNP
Union Pacific Corp

Industrials
-98
- 5.25%
$208.27 - $238.46 $20.4K - $23.4K
1.77K $407M
PEP
Pepsico Inc

Consumer Defensive
-45
- 10.79%
$128.02 - $151.37 $5.76K - $6.81K
372 $49.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-55
- 18.03%
$126.84 - $145.22 $6.98K - $7.99K
250 $32.2M
KRC
Kilroy Realty Corp

Real Estate
-636
- 89.83%
$28.32 - $35.95 $18K - $22.9K
72 $2.47M
SQ
Block, Inc.

Technology
-39.5K
- 99.96%
N/A
17 $1.16M
MTD
Mettler Toledo International Inc

Healthcare
-424
- 92.98%
$970.15 - $1216.57 $411K - $516K
32 $37.6M
C
Citigroup Inc

Financial Services
-302
- 52.98%
$58.13 - $85.12 $17.6K - $25.7K
268 $22.8M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-2.35K
- 82.45%
$106.81 - $136.49 $251K - $321K
500 $68.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-38.7K
- 67.11%
$50.36 - $50.68 $1.95M - $1.96M
19K $962M
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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