Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
-408
- 50.56%
$652.83 - $732.78 $266K - $299K
399 $292M
GS
Goldman Sachs Group Inc

Financial Services
-56.7K
- 99.91%
$462.22 - $707.75 $26.2M - $40.1M
50 $35.4M
SYK
Stryker Corp

Healthcare
-1.11K
- 70.34%
$337.37 - $395.63 $373K - $437K
466 $184M
ADI
Analog Devices Inc

Technology
-304
- 49.19%
$164.6 - $238.02 $50K - $72.4K
314 $74.7M
CEG
Constellation Energy Corp

Utilities
-44
- 23.28%
$170.96 - $322.76 $7.52K - $14.2K
145 $46.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-27
- 22.69%
$177.93 - $313.14 $4.8K - $8.45K
92 $28.8M
MAR
Marriott International Inc

Consumer Cyclical
-7
- 2.41%
$211.12 - $274.14 $1.48K - $1.92K
284 $77.6M
IEFA
Ishares Tr

ETFs
-16.5K
- 75.53%
$67.83 - $84.09 $1.12M - $1.39M
5.36K $447M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-299
- 96.14%
$4164.15 - $5789.24 $1.25M - $1.73M
12 $69.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-38.7K
- 94.06%
$22.27 - $29.21 $863K - $1.13M
2.45K $71.4M
NVS
Novartis Ag

Healthcare
-38
- 2.35%
$101.96 - $121.01 $3.87K - $4.6K
1.58K $191M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-2.85K
- 34.18%
$31.4 - $37.18 $89.5K - $106K
5.49K $204M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-302
- 13.78%
$27.46 - $33.2 $8.29K - $10K
1.89K $62.7M
IDXX
Idexx Laboratories Inc

Healthcare
-98
- 64.47%
$361.04 - $536.34 $35.4K - $52.6K
54 $29M
ETN
Eaton Corp PLC

Industrials
-16.8K
- 98.75%
$246.52 - $356.99 $4.14M - $6M
212 $75.7M
COF
Capital One Financial Corp

Financial Services
-927
- 85.05%
$150.57 - $212.76 $140K - $197K
163 $34.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-30.6K
- 98.69%
$72.02 - $73.82 $2.2M - $2.26M
405 $29.8M
BCS
Barclays PLC

Financial Services
-15K
- 64.77%
$12.69 - $18.61 $191K - $280K
8.17K $152M
MS
Morgan Stanley

Financial Services
-281K
- 99.61%
$99.83 - $140.86 $28M - $39.6M
1.09K $153M
WMT
Walmart Inc.

Consumer Defensive
-214
- 7.56%
$81.79 - $99.98 $17.5K - $21.4K
2.62K $256M
NRG
Nrg Energy, Inc.

Utilities
-2.88K
- 87.76%
$83.61 - $162.67 $241K - $469K
402 $64.6M
APP
App Lovin Corp

Technology
-750
- 20.0%
$219.37 - $417.89 $165K - $313K
3K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
-96
- 26.74%
$908.13 - $1056.85 $87.2K - $101K
263 $260M
VEEV
Veeva Systems Inc

Healthcare
-17
- 2.73%
$209.39 - $289.94 $3.56K - $4.93K
606 $175M
CDNS
Cadence Design Systems Inc

Technology
-35
- 7.61%
$231.64 - $323.08 $8.11K - $11.3K
425 $131M
Astera Labs Inc
-7
- 1.14%
N/A
607 $54.9M
VTV
Vanguard Value ETF

ETFs
-11.6K
- 64.56%
$153.67 - $176.74 $1.78M - $2.05M
6.37K $1.13B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-55.7K
- 84.53%
$20.42 - $25.3 $1.14M - $1.41M
10.2K $258M
NOW
Service Now, Inc.

Technology
-25
- 10.5%
$721.65 - $1040.18 $18K - $26K
213 $219M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-880
- 11.02%
$32.02 - $42.16 $28.2K - $37.1K
7.11K $300M
VRT
Vertiv Holdings CO

Industrials
-21.4K
- 95.82%
N/A
936 $120M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-33.4K
- 90.54%
$101.93 - $128.63 $3.4M - $4.3M
3.49K $449M
JPM
Jpmorgan Chase & CO

Financial Services
-8.18K
- 85.77%
$210.28 - $289.91 $1.72M - $2.37M
1.36K $393M
Ge Vernova Inc
-586
- 62.08%
N/A
358 $189M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-92
- 16.25%
$456.74 - $568.03 $42K - $52.3K
474 $269M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-22.4K
- 81.58%
$86.05 - $107.7 $1.93M - $2.41M
5.06K $545M
GOOGL
Alphabet Inc.

Communication Services
-355
- 6.53%
$144.7 - $178.6 $51.4K - $63.4K
5.08K $896M
Jp Morgan Investment Management Inc
-59.3K
- 93.62%
N/A
4.04K $253M
MELI
Mercadolibre Inc

Consumer Cyclical
-80
- 35.87%
$1794.73 - $2613.63 $144K - $209K
143 $374M
AVGO
Broadcom Inc.

Technology
-213
- 11.68%
$146.29 - $275.65 $31.2K - $58.7K
1.61K $444M
SPOT
Spotify Technology S.A.

Communication Services
-59
- 10.23%
$503.3 - $775.9 $29.7K - $45.8K
518 $397M
IEMG
Ishares Inc

ETFs
-6.06K
- 40.24%
N/A
9K $540M
SE
Sea LTD

Consumer Cyclical
-3.17K
- 45.99%
$105.57 - $170.4 $335K - $540K
3.72K $596M
META
Meta Platforms, Inc.

Communication Services
-43
- 3.15%
$484.66 - $738.09 $20.8K - $31.7K
1.32K $976M
AMZN
Amazon Com Inc

Consumer Cyclical
-259
- 3.13%
$167.32 - $223.3 $43.3K - $57.8K
8.01K $1.76B
VUG
Vanguard Growth ETF

ETFs
-3.06K
- 48.38%
$329.49 - $438.4 $1.01M - $1.34M
3.26K $1.43B
VEA
Vanguard Ftse Developed Market

ETFs
-5.69K
- 6.72%
$45.65 - $57.01 $260K - $324K
79K $4.5B
First Trust Advisors LP
-63.9K
- 52.71%
N/A
57.3K $1.18B
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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