Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
-330
- 18.88%
$66.96 - $76.16 $22.1K - $25.1K
1.42K $122M
NKE
Nike, Inc.

Consumer Cyclical
-40
- 17.78%
$63.29 - $81.72 $2.53K - $3.27K
185 $13.6M
TECK
Teck Resources LTD

Basic Materials
-24
- 22.43%
$36.43 - $43.86 $874 - $1.05K
83 $911K
OHI
Omega Healthcare Investors Inc

Real Estate
-190
- 97.94%
$35.7 - $38.33 $6.78K - $7.28K
4 $3.92M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-7.62K
- 92.59%
$31.66 - $34.73 $241K - $265K
610 $269M
VICI
Vici Properties Inc.

Real Estate
-514
- 37.14%
$28.21 - $32.68 $14.5K - $16.8K
870 $37.1M
HST
Host Hotels & Resorts, Inc.

Real Estate
-340
- 94.71%
$14.21 - $17.45 $4.83K - $5.93K
19 $2.97M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-853
- 99.3%
$32.96 - $44.43 $28.1K - $37.9K
6 $28.6M
Linde PLC
-18
- 3.54%
N/A
491 $210M
KEY
Keycorp

Financial Services
-2.56K
- 98.58%
$15.15 - $18.3 $38.8K - $46.9K
37 $41.6M
EVR
Evercore Inc.

Financial Services
-33
- 86.84%
$190.28 - $291.27 $6.28K - $9.61K
5 $7.59M
HMC
Honda Motor CO LTD

Consumer Cyclical
-5
- 1.03%
$26.9 - $30.41 $135 - $152
479 $10.9M
CFG
Citizens Financial Group Inc

Financial Services
-131
- 71.2%
$39.73 - $48.36 $5.2K - $6.34K
53 $5.12M
BAC
Bank Of America Corp

Financial Services
-1.19K
- 90.98%
$39.61 - $47.74 $47.1K - $56.8K
118 $54.6M
KKR
Kkr & Co. Inc.

Financial Services
-63
- 70.79%
$108.17 - $167.07 $6.81K - $10.5K
26 $10.3M
AXON
Axon Enterprise, Inc.

Industrials
-26
- 65.0%
$496.65 - $710.01 $12.9K - $18.5K
14 $21M
QS
Quantum Scape Corp

Consumer Cyclical
-2.56K
- 97.11%
$4.15 - $6.58 $10.6K - $16.8K
76 $10.9M
CHKP
Check Point Software Technologies LTD

Technology
-19
- 15.45%
$179.88 - $231.31 $3.42K - $4.39K
104 $20.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
-26
- 2.9%
$33.98 - $39.84 $883 - $1.04K
870 $30.7M
AMP
Ameriprise Financial Inc

Financial Services
-22
- 41.51%
$472.29 - $575.13 $10.4K - $12.7K
31 $25.7M
OKE
Oneok Inc

Energy
-2.13K
- 99.3%
$89.57 - $109.85 $191K - $234K
15 $213M
PEG
Public Service Enterprise Group Inc

Utilities
-247
- 99.2%
$78.2 - $90.39 $19.3K - $22.3K
2 $18.6M
SNA
Snap On Inc

Industrials
-10
- 38.46%
$324.09 - $358.62 $3.24K - $3.59K
16 $6.4M
LHX
L3 Harris Technologies, Inc.

Industrials
-24
- 34.29%
$194.65 - $222.86 $4.67K - $5.35K
46 $12.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-147
- 90.18%
$47.79 - $59.89 $7.03K - $8.8K
16 $7.53M
ACGL
Arch Capital Group Ltd.

Financial Services
-72
- 66.67%
$88.13 - $96.94 $6.35K - $6.98K
36 $7.79M
CAG
Conagra Brands Inc.

Consumer Defensive
-89
- 31.34%
$23.9 - $27.67 $2.13K - $2.46K
195 $5.71M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-133
- 67.17%
$161.13 - $209.29 $21.4K - $27.8K
65 $32.8M
LSTR
Landstar System Inc

Industrials
-28
- 65.12%
$146.63 - $177.82 $4.11K - $4.98K
15 $5.26M
ALV
Autoliv Inc

Consumer Cyclical
-39
- 38.24%
$87.68 - $102.7 $3.42K - $4.01K
63 $7.52M
Celestica Inc
-23
- 15.33%
N/A
127 $11.8M
HPE
Hewlett Packard Enterprise CO

Technology
-27
- 9.64%
$14.77 - $24.42 $399 - $659
253 $4.07M
F
Ford Motor CO

Consumer Cyclical
-257
- 33.25%
$9.12 - $10.43 $2.34K - $2.68K
516 $5.78M
CF
Cf Industries Holdings, Inc.

Basic Materials
-27
- 55.1%
$75.03 - $97.25 $2.03K - $2.63K
22 $2.35M
BBY
Best Buy CO Inc

Consumer Cyclical
-133
- 89.26%
$70.3 - $91.1 $9.35K - $12.1K
16 $11M
CARR
Carrier Global Corp

Industrials
-64
- 24.52%
$62.07 - $70.55 $3.97K - $4.52K
197 $16.1M
BRKR
Bruker Corp

Healthcare
-24
- 34.78%
$41.74 - $62.95 $1K - $1.51K
45 $2.34M
CMI
Cummins Inc

Industrials
-33
- 84.62%
$312.92 - $386.07 $10.3K - $12.7K
6 $11.9M
Atlassian Corp
-44
- 81.48%
N/A
10 $11.5M
HAL
Halliburton CO

Energy
-136
- 62.1%
$24.15 - $29.9 $3.28K - $4.07K
83 $4.34M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-50
- 84.75%
$186.55 - $250.04 $9.33K - $12.5K
9 $11.9M
ARES
Ares Management Corp

Financial Services
-2
- 3.85%
$140.19 - $198.28 $280 - $397
50 $7.62M
ERJ
Embraer S.A.

Industrials
-52
- 61.9%
$37.11 - $56.4 $1.93K - $2.93K
32 $1.53M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-685
- 58.05%
$46.03 - $49.45 $31.5K - $33.9K
495 $55M
FHN
First Horizon Corp

Financial Services
-332
- 93.52%
$17.7 - $22.43 $5.88K - $7.45K
23 $5.63M
CCI
Crown Castle International Corp

Real Estate
-121
- 90.3%
$84.33 - $106.39 $10.2K - $12.9K
13 $10.7M
PHM
Pultegroup Inc

Consumer Cyclical
-131
- 82.91%
$101.09 - $118.51 $13.2K - $15.5K
27 $15.8M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-10
- 62.5%
$243.0 - $367.0 $2.43K - $3.67K
6 $3.9M
Goldman Sachs ETF Trust
-252
- 84.0%
N/A
48 $13.4M
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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