Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
-39
- 63.93%
$113.93 - $141.54 $4.44K - $5.52K
22 $7M
INBK
First Internet Bancorp

Financial Services
-37
- 86.05%
$25.97 - $35.9 $961 - $1.33K
6 $241K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-42
- 4.49%
$42.65 - $46.09 $1.79K - $1.94K
893 $40.4M
GIS
General Mills Inc

Consumer Defensive
-10
- 13.51%
$57.56 - $65.3 $576 - $653
64 $3.47M
SLVM
Sylvamo Corp

Basic Materials
-8
- 21.62%
$63.64 - $81.86 $509 - $655
29 $1.68M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-39
- 52.7%
$61.31 - $83.44 $2.39K - $3.25K
35 $4.54M
NBIX
Neurocrine Biosciences Inc

Healthcare
-44
- 97.78%
$107.22 - $153.29 $4.72K - $6.74K
1 $4.98M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.09K
- 87.05%
$18.41 - $20.53 $20K - $22.4K
162 $22.6M
CGGO
Capital Group Global Growth Eq

ETFs
-780
- 93.41%
$28.33 - $30.84 $22.1K - $24.1K
55 $23.3M
GNW
Genworth Financial Inc

Financial Services
-303
- 81.89%
$6.44 - $7.42 $1.95K - $2.25K
67 $1.48M
H
Hyatt Hotels Corp

Consumer Cyclical
-24
- 80.0%
$120.83 - $166.34 $2.9K - $3.99K
6 $3.68M
MET
Metlife Inc

Financial Services
-90
- 97.83%
$77.7 - $87.0 $6.99K - $7.83K
2 $6.5M
FE
Firstenergy Corp

Utilities
-100
- 72.99%
$37.95 - $43.5 $3.8K - $4.35K
37 $4.45M
UTHR
United Therapeutics Corp

Healthcare
-7
- 31.82%
$304.42 - $380.78 $2.13K - $2.67K
15 $6.78M
JBL
Jabil Inc

Technology
-77
- 86.52%
$130.51 - $173.33 $10K - $13.3K
12 $11.8M
VOYA
Voya Financial, Inc.

Financial Services
-44
- 64.71%
$65.1 - $75.67 $2.86K - $3.33K
24 $3.73M
FITB
Fifth Third Bancorp

Financial Services
-122
- 39.74%
$37.48 - $44.96 $4.57K - $5.49K
185 $12M
METV
Listed Fds Tr Roundhill Ball M

ETFs
-993
- 99.3%
$13.49 - $15.51 $13.4K - $15.4K
7 $13.5M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-17
- 70.83%
$110.55 - $130.35 $1.88K - $2.22K
7 $1.78M
DINO
Hf Sinclair Corp

Energy
-106
- 81.54%
$30.66 - $38.48 $3.25K - $4.08K
24 $3.68M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-82
- 78.85%
$175.5 - $209.86 $14.4K - $17.2K
22 $18.9M
CLX
Clorox CO

Consumer Defensive
-25
- 44.64%
$141.76 - $162.89 $3.54K - $4.07K
31 $8.25M
CC
Chemours CO

Basic Materials
-83
- 95.4%
$13.41 - $19.99 $1.11K - $1.66K
4 $622K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-35
- 85.37%
$103.02 - $140.69 $3.61K - $4.92K
6 $4.33M
MTRN
Materion Corp

Basic Materials
-36
- 75.0%
$81.6 - $104.14 $2.94K - $3.75K
12 $3.92M
RRX
Regal Rexnord Corp

Industrials
-2
- 10.0%
$113.85 - $167.1 $228 - $334
18 $2.28M
BWXT
Bwx Technologies, Inc.

Industrials
-47
- 74.6%
$96.59 - $128.46 $4.54K - $6.04K
16 $6.22M
HBAN
Huntington Bancshares Inc

Financial Services
-191
- 92.72%
$14.28 - $17.39 $2.73K - $3.32K
15 $2.55M
VNO
Vornado Realty Trust

Real Estate
-98
- 65.77%
$35.4 - $43.26 $3.47K - $4.24K
51 $5.51M
EXAS
Exact Sciences Corp

Healthcare
-20
- 34.48%
$43.04 - $58.51 $861 - $1.17K
38 $2.51M
ESI
Element Solutions Inc

Basic Materials
-236
- 91.12%
$22.61 - $27.55 $5.34K - $6.5K
23 $5.86M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-1.78K
- 98.94%
$12.89 - $15.19 $22.9K - $27K
19 $23.1M
PDEC
Innovator U.S. Equity Power Bu
-120
- 13.79%
N/A
750 $32.7M
AER
Aer Cap Holdings N.V.

Industrials
-76
- 92.68%
$94.11 - $105.78 $7.15K - $8.04K
6 $7.15M
BBD
Bank Bradesco

Financial Services
-1.63K
- 42.69%
$1.85 - $2.32 $3.02K - $3.79K
2.19K $6.65M
RKT
Rocket Companies, Inc.

Financial Services
-164
- 98.2%
$10.28 - $15.77 $1.69K - $2.59K
3 $1.27M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-82
- 91.11%
$14.67 - $22.01 $1.2K - $1.8K
8 $1.38M
SCI
Service Corp International

Consumer Cyclical
-292
- 38.62%
$75.99 - $84.16 $22.2K - $24.6K
464 $59.7M
FLS
Flowserve Corp

Industrials
-11
- 23.91%
$46.47 - $64.75 $511 - $712
35 $2.05M
HPQ
Hp Inc

Technology
-92
- 78.63%
$27.69 - $34.72 $2.55K - $3.19K
25 $3.24M
MT
Arcelor Mittal

Basic Materials
-419
- 52.77%
$21.82 - $33.93 $9.14K - $14.2K
375 $17.8M
CGXU
Capital Group Intl Focus Equit

ETFs
-558
- 50.54%
$24.59 - $26.59 $13.7K - $14.8K
546 $26.7M
ASIX
Advan Six Inc.

Basic Materials
-33
- 78.57%
$22.57 - $32.31 $745 - $1.07K
9 $657K
INCY
Incyte Corp

Healthcare
-37
- 62.71%
$60.0 - $75.26 $2.22K - $2.78K
22 $3.57M
BFB
Brown Forman Corp Cl B
-53
- 54.08%
N/A
45 $3.22M
ALK
Alaska Air Group, Inc.

Industrials
-23
- 71.88%
$49.22 - $76.6 $1.13K - $1.76K
9 $1.58M
BIIB
Biogen Inc.

Healthcare
-2
- 6.67%
$133.43 - $153.27 $267 - $307
28 $4.11M
POWI
Power Integrations Inc

Technology
-31
- 72.09%
$50.5 - $66.7 $1.57K - $2.07K
12 $2.17M
VMC
Vulcan Materials CO

Basic Materials
-13
- 65.0%
$220.9 - $277.54 $2.87K - $3.61K
7 $4.67M
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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