Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Atlas Energy Solutions Inc
-52
- 49.06%
N/A
54 $1.89M
GLW
Corning Inc

Technology
-35
- 13.36%
$44.91 - $54.25 $1.57K - $1.9K
227 $12M
ON
On Semiconductor Corp

Technology
-4
- 20.0%
$40.69 - $64.51 $163 - $258
16 $814K
CRAI
Cra International, Inc.

Industrials
-21
- 67.74%
$172.33 - $210.97 $3.62K - $4.43K
10 $5.37M
LKFN
Lakeland Financial Corp

Financial Services
-39
- 84.78%
$59.44 - $69.54 $2.32K - $2.71K
7 $2.73M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-19
- 57.58%
$69.67 - $86.15 $1.32K - $1.64K
14 $2.36M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-53
- 85.48%
$18.53 - $29.07 $982 - $1.54K
9 $1.18M
USFD
Us Foods Holding Corp.

Consumer Defensive
-177
- 87.19%
$63.38 - $72.02 $11.2K - $12.7K
26 $13.3M
KEYS
Keysight Technologies, Inc.

Technology
-17
- 45.95%
$148.16 - $185.11 $2.52K - $3.15K
20 $5.54M
RF
Regions Financial Corp

Financial Services
-113
- 51.13%
$20.84 - $24.77 $2.35K - $2.8K
108 $4.8M
UTZ
Utz Brands, Inc.

Consumer Defensive
-221
- 90.2%
$13.18 - $15.15 $2.91K - $3.35K
24 $3.45M
BXSL
Blackstone Secured Lending Fund

Financial Services
-5.71K
- 94.98%
$31.3 - $34.5 $179K - $197K
302 $194M
SKX
Skechers Usa Inc

Consumer Cyclical
-18
- 50.0%
$54.98 - $78.24 $990 - $1.41K
18 $2.04M
RNR
Renaissancere Holdings LTD

Financial Services
-14
- 34.15%
$226.55 - $263.22 $3.17K - $3.69K
27 $9.84M
TXT
Textron Inc

Industrials
-10
- 12.05%
$70.19 - $81.2 $702 - $812
73 $6M
MPC
Marathon Petroleum Corp

Energy
-102
- 92.73%
$134.72 - $159.03 $13.7K - $16.2K
8 $15M
FIS
Fidelity National Information Services, Inc.

Technology
-15
- 27.27%
$68.12 - $83.42 $1.02K - $1.25K
40 $4.11M
Liberty Media Corp
-116
- 95.08%
N/A
6 $9.94M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-18
- 30.0%
$56.68 - $73.5 $1.02K - $1.32K
42 $3.82M
PKI
Perkinelmer Inc

Healthcare
-39
- 75.0%
N/A
13 $5.5M
REZI
Resideo Technologies, Inc.

Industrials
-44
- 78.57%
$16.92 - $23.77 $744 - $1.05K
12 $991K
CWK
Cushman & Wakefield PLC

Real Estate
-85
- 85.0%
$10.19 - $13.87 $866 - $1.18K
15 $1.02M
NTAP
Net App, Inc.

Technology
-37
- 45.68%
$87.84 - $126.3 $3.25K - $4.67K
44 $9.14M
TNL
Travel & Leisure Co.

Consumer Cyclical
-29
- 45.31%
$46.29 - $57.86 $1.34K - $1.68K
35 $2.96M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-50
- 7.81%
$9.47 - $11.46 $474 - $573
590 $6.52M
CBT
Cabot Corp

Basic Materials
-24
- 82.76%
$81.12 - $92.51 $1.95K - $2.22K
5 $2.41M
EWBC
East West Bancorp Inc

Financial Services
-35
- 89.74%
$84.35 - $103.91 $2.95K - $3.64K
4 $3.5M
RYAAY
Ryanair Holdings PLC

Industrials
-177
- 98.88%
$41.54 - $50.08 $7.35K - $8.86K
2 $7.58M
NKTR
Nektar Therapeutics

Healthcare
-711
- 88.88%
$0.66 - $1.19 $469 - $846
89 $544K
DBX
Dropbox, Inc.

Technology
-46
- 79.31%
$24.55 - $33.27 $1.13K - $1.53K
12 $1.55M
OLED
Universal Display Corp Pa

Technology
-25
- 89.29%
$139.48 - $161.59 $3.49K - $4.04K
3 $3.91M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-10
- 83.33%
$109.48 - $136.56 $1.09K - $1.37K
2 $1.32M
JHG
Janus Henderson Group PLC

Financial Services
-23
- 29.49%
$35.98 - $45.94 $828 - $1.06K
55 $3.15M
MKSI
Mks Instruments Inc

Technology
-3
- 42.86%
$78.89 - $122.69 $237 - $368
4 $561K
TOST
Toast, Inc.

Technology
-6
- 12.77%
$32.61 - $41.98 $196 - $252
41 $1.56M
FLO
Flowers Foods Inc

Consumer Defensive
-70
- 75.27%
$18.05 - $20.78 $1.26K - $1.45K
23 $1.77M
BKE
Buckle Inc

Consumer Cyclical
-5
- 41.67%
$35.15 - $51.65 $176 - $258
7 $460K
ACCO
Acco Brands Corp

Industrials
-131
- 94.93%
$4.19 - $5.65 $549 - $740
7 $578K
DXC
Dxc Technology CO

Technology
-37
- 74.0%
$16.43 - $22.61 $608 - $837
13 $853K
DVN
Devon Energy Corp

Energy
-102
- 84.3%
$33.15 - $38.55 $3.38K - $3.93K
19 $3.82M
CPB
Campbell Soup CO

Consumer Defensive
-20
- 27.4%
$37.29 - $42.04 $746 - $841
53 $2.91M
FNB
Fnb Corp

Financial Services
-45
- 41.67%
$13.08 - $15.95 $589 - $718
63 $1.45M
BPOP
Popular, Inc.

Financial Services
-37
- 46.25%
$87.14 - $106.33 $3.22K - $3.93K
43 $7.39M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-27
- 45.0%
$37.37 - $42.55 $1.01K - $1.15K
33 $2.37M
ATR
Aptargroup, Inc.

Healthcare
-3
- 20.0%
$141.7 - $159.83 $425 - $479
12 $2.23M
LEA
Lear Corp

Consumer Cyclical
-16
- 80.0%
$87.96 - $99.36 $1.41K - $1.59K
4 $1.76M
MGA
Magna International Inc

Consumer Cyclical
-3
- 25.0%
$33.99 - $41.85 $102 - $126
9 $374K
TROX
Tronox Holdings PLC

Basic Materials
-11
- 26.19%
$6.82 - $10.37 $75 - $114
31 $296K
BLDR
Builders First Source, Inc.

Industrials
-1
- 14.29%
$122.8 - $173.51 $123 - $174
6 $875K
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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