Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Solventum Corp
-25
- 50.0%
N/A
25 $1.9M
CENTA
Central Garden & Pet Company C

Consumer Defensive
-27
- 90.0%
$29.57 - $32.86 $798 - $887
3 $94K
MRNA
Moderna, Inc.

Healthcare
-38
- 90.48%
$23.65 - $28.54 $899 - $1.08K
4 $110K
Millrose Properties Inc
-92
- 70.23%
N/A
39 $1.11M
VSH
Vishay Intertechnology Inc

Technology
-38
- 43.68%
$10.57 - $15.97 $402 - $607
49 $778K
EVRG
Evergy, Inc.

Utilities
-9
- 33.33%
$64.06 - $69.64 $577 - $627
18 $1.24M
ONL
Orion Office Reit Inc.

Real Estate
-346
- 98.3%
$1.52 - $2.43 $526 - $841
6 $13K
BILL
Bill.Com Holdings, Inc.

Technology
-8
- 72.73%
$37.81 - $48.03 $302 - $384
3 $139K
BR
Broadridge Financial Solutions, Inc.

Technology
-131
- 96.32%
$217.22 - $246.25 $28.5K - $32.3K
5 $1.22M
BXP
Boston Properties Inc

Real Estate
-13
- 44.83%
$56.86 - $74.12 $739 - $964
16 $1.08M
AOS
Smith A O Corp

Industrials
-2.36K
- 98.5%
$59.63 - $70.52 $141K - $167K
36 $2.36M
Sirius Xm Holdings Inc
-16
- 44.44%
N/A
20 $459K
TKR
Timken CO

Industrials
-43
- 76.79%
$57.34 - $74.03 $2.47K - $3.18K
13 $943K
Net Lease Office Properties
-18
- 69.23%
N/A
8 $260K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-134
- 67.68%
$19.94 - $22.91 $2.67K - $3.07K
64 $1.38M
Ncr Atleos Corp
-8
- 53.33%
N/A
7 $200K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-2
- 25.0%
$17.11 - $21.71 $34.2 - $43.4
6 $130K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-2.47K
- 98.76%
$35.51 - $36.83 $87.9K - $91.1K
31 $1.13M
ESAB
Esab Corp

Industrials
-4
- 50.0%
$104.48 - $130.25 $418 - $521
4 $482K
CHK
Chesapeake Energy Corp

Energy
-1
- 25.0%
N/A
3 $351K
SCHO
Schwab Short Term Us Treasury

ETFs
-42.1K
- 98.9%
$24.19 - $24.45 $1.02M - $1.03M
470 $11.5M
FHB
First Hawaiian, Inc.

Financial Services
-253
- 87.24%
$21.14 - $24.96 $5.35K - $6.31K
37 $924K
Atlanta Braves Holdings Inc
-103
- 97.17%
N/A
3 $140K
NVT
N Vent Electric PLC

Industrials
-543
- 89.46%
$45.2 - $73.35 $24.5K - $39.8K
64 $4.69M
MATW
Matthews International Corp

Industrials
-94
- 87.85%
$18.8 - $24.36 $1.77K - $2.29K
13 $311K
SONY
Sony Group Corp

Technology
-68
- 3.6%
$21.24 - $26.88 $1.44K - $1.83K
1.82K $47.4M
EPAM
Epam Systems, Inc.

Technology
-15
- 83.33%
N/A
3 $531K
EE
Excelerate Energy, Inc.

Utilities
-95
- 71.43%
$24.7 - $31.83 $2.35K - $3.02K
38 $1.11M
CMA
Comerica Inc

Financial Services
-27
- 38.03%
$50.42 - $59.65 $1.36K - $1.61K
44 $2.63M
Liberty Media Corp
-13
- 86.67%
N/A
2 $162K
NDSN
Nordson Corp

Industrials
-25
- 92.59%
$167.51 - $223.5 $4.19K - $5.59K
2 $429K
VTRS
Viatris Inc

Healthcare
-191
- 61.61%
$7.26 - $9.12 $1.39K - $1.74K
119 $1.06M
KFY
Korn Ferry

Industrials
-40
- 88.89%
$59.48 - $74.54 $2.38K - $2.98K
5 $367K
PROV
Provident Financial Holdings Inc

Financial Services
-15
- 31.91%
$13.89 - $15.92 $208 - $239
32 $496K
NCR
Ncr Corp

Technology
-194
- 92.82%
N/A
15 $176K
RTO
Rentokil Initial PLC

Industrials
-33
- 55.0%
$19.89 - $24.42 $656 - $806
27 $648K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-669
- 76.54%
$57.41 - $74.81 $38.4K - $50K
205 $15.2M
NUVL
Nuvalent, Inc.

Healthcare
-46.7K
- 99.99%
$59.32 - $79.68 $2.77M - $3.72M
6 $458K
OMF
One Main Holdings, Inc.

Financial Services
-2.15K
- 99.81%
$40.42 - $57.0 $86.7K - $122K
4 $228K
RCI
Rogers Communications Inc

Communication Services
-102
- 89.47%
$23.54 - $29.66 $2.4K - $3.03K
12 $356K
JEF
Jefferies Financial Group Inc.

Financial Services
-155
- 82.45%
$41.06 - $56.09 $6.36K - $8.69K
33 $1.81M
UNTY
Unity Bancorp Inc

Financial Services
-1.22K
- 99.51%
$38.73 - $47.19 $47.1K - $57.3K
6 $282K
ABM
Abm Industries Inc

Industrials
-79
- 63.71%
$42.24 - $52.72 $3.34K - $4.16K
45 $2.13M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-73
- 36.68%
$107.61 - $119.09 $7.86K - $8.69K
126 $14.9M
MBLY
Mobileye Global Inc.
-3.44K
- 99.62%
$11.77 - $18.44 $40.5K - $63.4K
13 $234K
BC
Brunswick Corp

Consumer Cyclical
-14
- 29.17%
$41.93 - $58.37 $587 - $817
34 $1.88M
EVH
Evolent Health, Inc.

Healthcare
-31
- 53.45%
$7.21 - $11.26 $224 - $349
27 $304K
Phinia Inc
-57.9K
- 99.96%
N/A
24 $1.07M
CWENA
Clearway Energy Inc Cl A
-28
- 50.0%
N/A
28 $847K
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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