Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CARG
Car Gurus, Inc.

Communication Services
-11
- 64.71%
$28.82 - $40.55 $317 - $446
6 $495K
ARW
Arrow Electronics Inc

Technology
-9
- 69.23%
$101.93 - $119.3 $917 - $1.07K
4 $1.35M
SLB
Schlumberger Limited

Energy
-37
- 18.5%
$38.4 - $43.74 $1.42K - $1.62K
163 $7.57M
BUSE
First Busey Corp

Financial Services
-50
- 98.04%
$21.26 - $25.35 $1.06K - $1.27K
1 $1.1M
AIN
Albany International Corp

Consumer Cyclical
-7
- 77.78%
$69.04 - $82.96 $483 - $581
2 $621K
CBSH
Commerce Bancshares Inc

Financial Services
-12
- 36.36%
$58.85 - $68.59 $706 - $823
21 $1.93M
DEI
Douglas Emmett Inc

Real Estate
-31
- 81.58%
$15.39 - $18.94 $477 - $587
7 $608K
CUZ
Cousins Properties Inc

Real Estate
-48
- 60.76%
$28.06 - $31.21 $1.35K - $1.5K
31 $2.33M
GRAB
Grab Holdings LTD

Technology
-399
- 88.47%
$4.12 - $5.34 $1.64K - $2.13K
52 $2.04M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-12
- 37.5%
$77.0 - $93.47 $924 - $1.12K
20 $2.67M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-6
- 46.15%
$36.21 - $45.78 $217 - $275
7 $471K
CVE
Cenovus Energy Inc.

Energy
-7
- 12.5%
$12.24 - $15.63 $85.7 - $109
49 $779K
AN
Autonation, Inc.

Consumer Cyclical
-7
- 87.5%
$156.67 - $195.15 $1.1K - $1.37K
1 $1.3M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-1
- 6.25%
$162.22 - $206.22 $162 - $206
15 $2.74M
Amentum Holdings Inc
-17
- 80.95%
N/A
4 $382K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-9
- 23.08%
$16.12 - $20.1 $145 - $181
30 $715K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
-1
- 12.5%
$23.27 - $31.93 $23.3 - $31.9
7 $186K
NU
Nu Holdings Ltd.

Financial Services
-2.48K
- 41.33%
$10.12 - $13.95 $25.1K - $34.6K
3.52K $62.1M
CNI
Canadian National Railway CO

Industrials
-2
- 15.38%
$95.46 - $106.79 $191 - $214
11 $1.27M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-6
- 50.0%
$63.83 - $75.78 $383 - $455
6 $824K
CENT
Central Garden & Pet CO

Consumer Defensive
-10
- 76.92%
$33.67 - $40.16 $337 - $402
3 $477K
NMFC
New Mountain Finance Corp

Financial Services
-53
- 44.92%
$10.89 - $12.02 $577 - $637
65 $1.3M
OSK
Oshkosh Corp

Industrials
-14
- 56.0%
$89.56 - $116.4 $1.25K - $1.63K
11 $2.35M
COLB
Columbia Banking System, Inc.

Financial Services
-7
- 58.33%
$23.89 - $28.84 $167 - $202
5 $299K
HIW
Highwoods Properties, Inc.

Real Estate
-8
- 33.33%
$27.69 - $30.78 $222 - $246
16 $711K
NWSA
News Corp

Communication Services
-61
- 93.85%
$26.29 - $30.49 $1.6K - $1.86K
4 $1.77M
Masterbrand Inc
-7
- 63.64%
N/A
4 $144K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-14
- 87.5%
$20.96 - $26.08 $293 - $365
2 $361K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.58K
- 98.26%
$23.32 - $23.84 $36.8K - $37.6K
28 $37.7M
HOMB
Home Bancshares Inc

Financial Services
-168
- 97.67%
$27.23 - $31.23 $4.57K - $5.25K
4 $4.86M
OGN
Organon & Co.

Healthcare
-133
- 97.08%
$14.29 - $16.41 $1.9K - $2.18K
4 $2.04M
HOUS
Anywhere Real Estate Inc.

Real Estate
-31
- 77.5%
$2.78 - $3.92 $86.2 - $122
9 $133K
Aurora Cannabis Inc
-54
- 90.0%
N/A
6 $263K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-67
- 91.78%
$15.88 - $17.78 $1.06K - $1.19K
6 $1.28M
CNC
Centene Corp

Healthcare
-28
- 36.36%
$55.93 - $65.89 $1.57K - $1.84K
49 $4.68M
Precigen Inc
-211
- 93.78%
N/A
14 $155K
AZEK
Azek CO Inc.

Industrials
-6
- 42.86%
$39.61 - $52.0 $238 - $312
8 $684K
ALLY
Ally Financial Inc.

Financial Services
-40
- 90.91%
$32.99 - $40.09 $1.32K - $1.6K
4 $1.61M
RDN
Radian Group Inc

Financial Services
-3
- 17.65%
$30.6 - $34.58 $91.8 - $104
14 $562K
VIACA
Paramount Global

Communication Services
-23
- 41.07%
N/A
33 $1.27M
WTRG
Essential Utilities, Inc.

Utilities
-4
- 50.0%
$33.49 - $40.57 $134 - $162
4 $316K
LGFA
Lions Gate Entmt Corp Cl A Vtg
-71
- 82.56%
N/A
15 $761K
HLNE
Hamilton Lane Inc

Financial Services
-31
- 70.45%
$137.87 - $170.18 $4.27K - $5.28K
13 $6.54M
UDR
Udr, Inc.

Real Estate
-8
- 36.36%
$40.09 - $46.04 $321 - $368
14 $994K
LTC
Ltc Properties Inc

Real Estate
-13
- 28.26%
$33.46 - $36.14 $435 - $470
33 $1.63M
AMED
Amedisys Inc

Healthcare
-6
- 22.22%
$90.44 - $92.9 $543 - $557
21 $2.5M
HII
Huntington Ingalls Industries, Inc.

Industrials
-14
- 82.35%
$159.75 - $208.61 $2.24K - $2.92K
3 $3.27M
LBRDA
Liberty Broadband Corp

Communication Services
-4
- 80.0%
$72.73 - $88.43 $291 - $354
1 $425K
ERIE
Erie Indemnity CO

Financial Services
-4
- 50.0%
$377.62 - $450.61 $1.51K - $1.8K
4 $3.35M
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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