Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
-322
- 26.97%
$48.41 - $64.3 $15.6K - $20.7K
872 $57.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
-102
- 62.96%
$161.05 - $222.93 $16.4K - $22.7K
60 $25.5M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-2.11K
- 93.36%
$41.23 - $48.92 $87K - $103K
150 $91.9M
Cava Group Inc
-324
- 72.16%
N/A
125 $40.8M
LUMN
Lumen Technologies, Inc.

Communication Services
-12.7K
- 99.96%
$3.92 - $5.92 $49.7K - $75K
5 $57.6M
SPFF
Global X Superincome Preferred

ETFs
-24.3K
- 99.99%
$8.97 - $9.5 $218K - $231K
3 $216M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-35
- 6.84%
$308.87 - $383.33 $10.8K - $13.4K
477 $159M
MTB
M&T Bank Corp

Financial Services
-5
- 7.25%
$170.47 - $201.98 $852 - $1.01K
64 $4.83M
AMAT
Applied Materials Inc

Technology
-171
- 52.45%
$145.06 - $195.51 $24.8K - $33.4K
155 $45M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-73.4K
- 30.98%
$9.49 - $9.97 $697K - $732K
164K $2.32B
BNTX
Bio N Tech Se

Healthcare
-71
- 83.53%
$91.06 - $126.88 $6.47K - $9.01K
14 $1.82M
Core Scientific Inc
-462
- 46.25%
N/A
537 $6.35M
OC
Owens Corning

Industrials
-67
- 33.67%
$137.83 - $191.19 $9.23K - $12.8K
132 $27M
CPNG
Coupang, Inc.

Consumer Cyclical
-283
- 78.18%
$21.34 - $25.52 $6.04K - $7.22K
79 $1.38M
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.04K
- 95.15%
N/A
53 $15.7M
SPGI
S&P Global Inc.

Financial Services
-15
- 7.61%
$478.26 - $543.77 $7.17K - $8.16K
182 $92M
BXP
Boston Properties Inc

Real Estate
-68
- 70.1%
$63.97 - $74.91 $4.35K - $5.09K
29 $1.08M
SHW
Sherwin Williams CO

Basic Materials
-33
- 24.09%
$330.16 - $365.55 $10.9K - $12.1K
104 $40.5M
IX
Orix Corp

Financial Services
-100
- 80.0%
$20.44 - $107.42 $2.04K - $10.7K
25 $7.31M
JCI
Johnson Controls International PLC

Industrials
-133
- 10.19%
$76.12 - $90.6 $10.1K - $12K
1.17K $97.2M
APA
Apa Corp

Energy
-2.36K
- 96.84%
$18.54 - $25.45 $43.8K - $60.1K
77 $50.4M
RIO
Rio Tinto PLC

Basic Materials
-10
- 0.81%
$58.19 - $64.29 $582 - $643
1.23K $66.9M
PEP
Pepsico Inc

Consumer Defensive
-42
- 9.15%
$142.64 - $156.42 $5.99K - $6.57K
417 $64M
TREX
Trex CO Inc

Industrials
-26
- 30.23%
$54.0 - $74.44 $1.4K - $1.94K
60 $174K
SNPS
Synopsys Inc

Technology
-41
- 60.29%
$428.58 - $551.54 $17.6K - $22.6K
27 $27.4M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.15K
- 36.9%
$12.61 - $14.92 $14.6K - $17.2K
1.97K $34.8M
CMCSA
Comcast Corp

Communication Services
-706
- 56.03%
$33.19 - $38.23 $23.4K - $27K
554 $41.9M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-159K
- 99.98%
$10.43 - $10.86 $1.66M - $1.73M
29 $1.71B
DELL
Dell Technologies Inc.

Technology
-14
- 12.73%
$90.34 - $124.66 $1.26K - $1.75K
96 $7.66M
CSL
Carlisle Companies Inc

Industrials
-8
- 42.11%
$326.43 - $408.24 $2.61K - $3.27K
11 $2.04M
APH
Amphenol Corp

Technology
-777
- 95.45%
$61.62 - $78.55 $47.9K - $61K
37 $51.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-311
- 88.86%
$149.27 - $169.4 $46.4K - $52.7K
39 $52.8M
UNH
Unitedhealth Group Inc

Healthcare
-114
- 9.22%
$461.52 - $548.18 $52.6K - $62.5K
1.12K $621M
PINS
Pinterest, Inc.

Communication Services
-138
- 14.1%
$29.79 - $40.0 $4.11K - $5.52K
841 $23.8M
IBN
Icici Bank LTD

Financial Services
-548
- 8.47%
$27.55 - $31.67 $15.1K - $17.4K
5.92K $189M
NOG
Northern Oil & Gas, Inc.

Energy
-138
- 97.18%
$26.89 - $42.07 $3.71K - $5.81K
4 $1.06M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-5.37K
- 99.63%
$49.75 - $50.27 $267K - $270K
20 $265M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-48
- 57.83%
$98.98 - $113.18 $4.75K - $5.43K
35 $4.75M
ERIC
Ericsson Lm Telephone CO

Technology
-586
- 88.52%
$7.47 - $8.9 $4.38K - $5.22K
76 $1.36M
VTI
Vanguard Total Stock Market Et

ETFs
-53
- 20.08%
$271.18 - $303.12 $14.4K - $16.1K
211 $72.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-118
- 62.11%
$551.42 - $612.93 $65.1K - $72.3K
72 $107M
RTO
Rentokil Initial PLC

Industrials
-119
- 66.48%
$20.76 - $27.11 $2.47K - $3.23K
60 $618K
WPP
Wpp PLC

Communication Services
-108
- 83.72%
$37.96 - $51.07 $4.1K - $5.52K
21 $2.85M
SVOL
Simplify ETF Simplify Volatili

ETFs
-4.5K
- 99.56%
$17.92 - $21.7 $80.6K - $97.6K
20 $90.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-23
- 3.96%
$497.6 - $606.74 $11.4K - $14K
558 $299M
TDOC
Teladoc Health, Inc.

Healthcare
-3.2K
- 99.91%
$7.96 - $14.33 $25.4K - $45.8K
3 $25.5M
DG
Dollar General Corp

Consumer Defensive
-104
- 83.87%
$68.44 - $87.93 $7.12K - $9.14K
20 $5.8M
DLR
Digital Realty Trust, Inc.

Real Estate
-22
- 81.48%
$142.1 - $183.56 $3.13K - $4.04K
5 $1.29M
Cooper Cos Inc/The
-28
- 22.4%
N/A
97 $8.01M
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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