Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.54K
- 98.34%
$39.65 - $43.35 $60.9K - $66.6K
26 $65.7M
CL
Colgate Palmolive CO

Consumer Defensive
-1
- 0.14%
$85.68 - $97.5 $85.7 - $97.5
722 $68.2M
UNM
Unum Group

Financial Services
-255
- 83.61%
$71.8 - $83.34 $18.3K - $21.3K
50 $24.8M
TDG
Trans Digm Group Inc

Industrials
-49
- 84.48%
$1251.32 - $1394.11 $61.3K - $68.3K
9 $76.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-492
- 31.97%
$56.12 - $68.15 $27.6K - $33.5K
1.05K $94.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
-77
- 91.67%
$190.84 - $226.29 $14.7K - $17.4K
7 $19M
APD
Air Products & Chemicals, Inc.

Basic Materials
-41
- 23.84%
$283.24 - $338.07 $11.6K - $13.9K
131 $52.5M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-22.9K
- 99.77%
$11.96 - $13.56 $274K - $311K
53 $295M
KR
Kroger CO

Consumer Defensive
-423
- 99.06%
$58.36 - $67.72 $24.7K - $28.6K
4 $28.9M
PMF
Pimco Municipal Income Fund

Financial Services
-44K
- 77.76%
$8.64 - $9.36 $381K - $412K
12.6K $512M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-14
- 24.14%
$402.33 - $489.71 $5.63K - $6.86K
44 $27.6M
HEI
Heico Corp

Industrials
-38
- 33.93%
$219.6 - $270.85 $8.34K - $10.3K
74 $29.9M
AIG
American International Group, Inc.

Financial Services
-21
- 3.83%
$70.5 - $86.94 $1.48K - $1.83K
527 $43.2M
XLE
Energy Sector Spdr

ETFs
-417
- 96.98%
$85.7 - $93.96 $35.7K - $39.2K
13 $40.2M
ORI
Old Republic International Corp

Financial Services
-48
- 4.24%
$33.46 - $39.22 $1.61K - $1.88K
1.08K $44.4M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-162
- 17.98%
$74.5 - $92.3 $12.1K - $15K
739 $73.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-56K
- 99.2%
$14.46 - $15.96 $810K - $894K
451 $859M
ITW
Illinois Tool Works Inc

Industrials
-53
- 33.54%
$244.9 - $274.48 $13K - $14.5K
105 $43.6M
CB
Chubb LTD

Financial Services
-15
- 10.49%
$257.71 - $301.99 $3.87K - $4.53K
128 $43.2M
PSX
Phillips 66

Energy
-77
- 19.2%
$113.93 - $131.55 $8.77K - $10.1K
324 $49.5M
DE
Deere & CO

Industrials
-13
- 68.42%
$408.57 - $509.27 $5.31K - $6.62K
6 $12.2M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-22.7K
- 67.48%
$9.82 - $10.37 $223K - $236K
11K $337M
VLO
Valero Energy Corp

Energy
-50
- 42.02%
$121.76 - $142.99 $6.09K - $7.15K
69 $18.9M
Rb Global Inc
-92
- 22.38%
N/A
319 $41.5M
HEIA
Heico Crp Cl A
-48
- 13.91%
N/A
297 $68.8M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-36.7K
- 98.64%
$11.63 - $13.3 $427K - $488K
507 $455M
Nat West Group PLC
-327
- 12.43%
N/A
2.3K $31.4M
HSBC
Hsbc Holdings PLC

Financial Services
-23
- 3.8%
$48.68 - $61.58 $1.12K - $1.42K
583 $34.7M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-531
- 21.46%
$11.66 - $14.98 $6.19K - $7.95K
1.94K $33.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-94
- 94.0%
$80.53 - $147.57 $7.57K - $13.9K
6 $13.2M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.9K
- 68.63%
N/A
870 $88.7M
PFG
Principal Financial Group Inc

Financial Services
-696
- 99.43%
$76.34 - $89.04 $53.1K - $62K
4 $59.1M
CME
Cme Group Inc.

Financial Services
-13
- 8.23%
$225.82 - $266.54 $2.94K - $3.47K
145 $41.9M
YUM
Yum Brands Inc

Consumer Cyclical
-89
- 55.63%
$123.25 - $162.53 $11K - $14.5K
71 $26.9M
SONY
Sony Group Corp

Technology
-79
- 4.01%
$19.88 - $25.64 $1.57K - $2.03K
1.89K $47.4M
ARCC
Ares Capital Corp

Financial Services
-8.71K
- 99.95%
$21.28 - $23.81 $185K - $207K
4 $197M
FFIV
F5, Inc.

Technology
-45
- 65.22%
$251.75 - $310.6 $11.3K - $14K
24 $23.4M
BSX
Boston Scientific Corp

Healthcare
-55
- 5.24%
$89.38 - $106.18 $4.92K - $5.84K
995 $100M
First Trust Exchange Traded Fu
-8.34K
- 99.84%
N/A
13 $169M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.74K
- 95.54%
$9.49 - $14.83 $16.5K - $25.7K
81 $25M
INTC
Intel Corp

Technology
-106
- 3.3%
$19.1 - $27.39 $2.02K - $2.9K
3.11K $71.9M
VRSK
Verisk Analytics, Inc.

Industrials
-98
- 61.25%
$268.63 - $301.33 $26.3K - $29.5K
62 $51.8M
CTVA
Corteva, Inc.

Basic Materials
-151
- 7.14%
$55.94 - $66.15 $8.45K - $9.99K
1.96K $128M
WRB
Berkley W R Corp

Financial Services
-352
- 58.67%
$56.7 - $71.27 $20K - $25.1K
248 $43.6M
IBM
International Business Machines Corp

Technology
-120
- 38.83%
$217.4 - $264.74 $26.1K - $31.8K
189 $76.8M
RELX
Relx PLC

Communication Services
-137
- 8.44%
$45.34 - $51.91 $6.21K - $7.11K
1.49K $82.8M
Oaktree Specialty Lending Corp
-30.4K
- 99.83%
N/A
53 $474M
VZ
Verizon Communications Inc

Communication Services
-80
- 2.64%
$37.81 - $46.49 $3.02K - $3.72K
2.95K $131M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
-45.6K
- 99.82%
$10.04 - $10.82 $458K - $494K
84 $473M
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
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