Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Kenvue Inc
-557
- 81.2%
N/A
129 $2.7M
WTM
White Mountains Insurance Group LTD

Financial Services
-26
- 89.66%
$1699.35 - $1901.99 $44.2K - $49.5K
3 $5.39M
WTW
Willis Towers Watson PLC

Financial Services
-11.3K
- 99.89%
$295.96 - $337.43 $3.34M - $3.81M
12 $3.68M
POOL
Pool Corp

Industrials
-66
- 82.5%
$285.0 - $325.66 $18.8K - $21.5K
14 $4.08M
EQIX
Equinix Inc

Real Estate
-25
- 60.98%
$740.07 - $914.43 $18.5K - $22.9K
16 $12.7M
DTE
Dte Energy CO

Utilities
-27
- 26.73%
$127.39 - $139.49 $3.44K - $3.77K
74 $9.8M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-9
- 56.25%
$67.22 - $100.51 $605 - $905
7 $693K
PPC
Pilgrims Pride Corp

Consumer Defensive
-4
- 12.12%
$44.55 - $56.26 $178 - $225
29 $1.3M
TRNO
Terreno Realty Corp

Real Estate
-17
- 30.91%
$51.18 - $63.89 $870 - $1.09K
38 $2.13M
AIZ
Assurant, Inc.

Financial Services
-62
- 73.81%
$179.73 - $211.56 $11.1K - $13.1K
22 $4.35M
ALL
Allstate Corp

Financial Services
-33
- 42.31%
$180.53 - $212.64 $5.96K - $7.02K
45 $9.06M
EXP
Eagle Materials Inc

Basic Materials
-26
- 66.67%
$193.68 - $241.95 $5.04K - $6.29K
13 $2.63M
HSTM
Healthstream Inc

Healthcare
-47
- 47.0%
$26.6 - $34.07 $1.25K - $1.6K
53 $1.47M
Core Natural Resources Inc
-370
- 92.04%
N/A
32 $2.23M
AWK
American Water Works Company, Inc.

Utilities
-23
- 8.81%
$133.82 - $151.96 $3.08K - $3.5K
238 $33.1M
SELV
Sei Exchange Traded Fds Enhanc

ETFs
-47
- 34.31%
$27.84 - $31.32 $1.31K - $1.47K
90 $2.82M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-23.1K
- 95.63%
$13.37 - $15.25 $308K - $352K
1.05K $15.7M
WST
West Pharmaceutical Services Inc

Healthcare
-222
- 85.06%
$190.39 - $227.7 $42.3K - $50.5K
39 $8.53M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-26.7K
- 98.48%
$49.57 - $50.27 $1.32M - $1.34M
413 $20.8M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-204
- 83.61%
$21.02 - $26.3 $4.29K - $5.37K
40 $843K
PKG
Packaging Corp Of America

Consumer Cyclical
-55
- 73.33%
$175.97 - $201.36 $9.68K - $11.1K
20 $3.77M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-13
- 40.63%
$78.47 - $92.25 $1.02K - $1.2K
19 $1.54M
CNO
Cno Financial Group, Inc.

Financial Services
-182
- 76.79%
$36.12 - $42.37 $6.57K - $7.71K
55 $2.12M
CNS
Cohen & Steers, Inc.

Financial Services
-14
- 29.17%
$70.24 - $83.51 $983 - $1.17K
34 $2.56M
AFG
American Financial Group Inc

Financial Services
-45
- 59.21%
$116.9 - $132.12 $5.26K - $5.95K
31 $3.91M
KFRC
Kforce Inc

Industrials
-52
- 72.22%
$36.59 - $49.86 $1.9K - $2.59K
20 $823K
NOV
Nov Inc.

Energy
-100
- 64.52%
$11.11 - $15.41 $1.11K - $1.54K
55 $684K
PRI
Primerica, Inc.

Financial Services
-32
- 69.57%
$244.39 - $290.62 $7.82K - $9.3K
14 $3.83M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-120
- 83.92%
$86.97 - $102.82 $10.4K - $12.3K
23 $2.21M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
-153
- 68.0%
$3.63 - $5.73 $555 - $877
72 $277K
DLB
Dolby Laboratories, Inc.

Industrials
-30
- 57.69%
$69.36 - $81.21 $2.08K - $2.44K
22 $1.63M
HOLX
Hologic Inc

Healthcare
-138
- 80.23%
$52.73 - $65.22 $7.28K - $9K
34 $2.22M
OXM
Oxford Industries Inc

Consumer Cyclical
-107
- 93.86%
$37.26 - $60.9 $3.99K - $6.52K
7 $282K
GL
Globe Life Inc.

Financial Services
-65
- 79.27%
$113.29 - $133.09 $7.36K - $8.65K
17 $2.11M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-31
- 5.25%
$7.69 - $11.46 $238 - $355
559 $6.41M
IP
International Paper CO

Consumer Cyclical
-15
- 45.45%
$43.89 - $54.46 $658 - $817
18 $843K
BIDU
Baidu, Inc.

Communication Services
-75
- 80.65%
$76.86 - $92.5 $5.76K - $6.94K
18 $1.54M
FANG
Diamondback Energy, Inc.

Energy
-54
- 91.53%
$119.25 - $161.49 $6.44K - $8.72K
5 $687K
OGE
Oge Energy Corp.

Utilities
-128
- 64.65%
$42.23 - $46.38 $5.41K - $5.94K
70 $3.11M
MMSI
Merit Medical Systems Inc

Healthcare
-59
- 86.76%
$88.48 - $107.04 $5.22K - $6.32K
9 $841K
LPX
Louisiana Pacific Corp

Industrials
-99
- 84.62%
$81.16 - $95.48 $8.03K - $9.45K
18 $1.55M
UFPI
Ufp Industries Inc

Basic Materials
-14
- 50.0%
$94.93 - $109.1 $1.33K - $1.53K
14 $1.39M
WD
Walker & Dunlop, Inc.

Financial Services
-24
- 77.42%
$66.0 - $85.06 $1.58K - $2.04K
7 $493K
AEE
Ameren Corp

Utilities
-2
- 2.78%
$94.23 - $101.68 $188 - $203
70 $6.72M
MAN
Manpower Group Inc.

Industrials
-97
- 94.17%
$38.37 - $58.77 $3.72K - $5.7K
6 $242K
HES
Hess Corp

Energy
-103
- 83.74%
$126.32 - $161.29 $13K - $16.6K
20 $2.77M
Global X Management CO LLC
-1K
- 95.06%
N/A
52 $5.22M
CPK
Chesapeake Utilities Corp

Utilities
-123
- 91.11%
$116.0 - $135.5 $14.3K - $16.7K
12 $1.44M
SXI
Standex International Corp

Industrials
-193
- 90.61%
$130.91 - $162.93 $25.3K - $31.4K
20 $3.13M
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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