Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BBD
Bank Bradesco

Financial Services
-27
- 1.23%
$2.02 - $3.09 $54.5 - $83.4
2.17K $6.7M
DOV
Dover Corp

Industrials
-76
- 91.57%
$151.14 - $186.7 $11.5K - $14.2K
7 $1.28M
LAMR
Lamar Advertising CO

Real Estate
-8
- 53.33%
$102.35 - $121.67 $819 - $973
7 $850K
EL
Estee Lauder Companies Inc

Consumer Defensive
-122
- 84.72%
$50.06 - $80.8 $6.11K - $9.86K
22 $1.78M
JLL
Jones Lang Lasalle Inc

Real Estate
-11
- 57.89%
$204.57 - $256.96 $2.25K - $2.83K
8 $2.05M
TMDX
Trans Medics Group, Inc.

Healthcare
-97
- 96.04%
$67.67 - $143.04 $6.56K - $13.9K
4 $536K
SNV
Synovus Financial Corp

Financial Services
-355
- 96.47%
$38.27 - $51.75 $13.6K - $18.4K
13 $673K
UCBI
United Community Banks Inc

Financial Services
-25
- 37.88%
N/A
41 $1.22M
Lazard Inc
-5
- 25.0%
N/A
15 $720K
AM
Antero Midstream Corp

Energy
-42
- 35.9%
$15.88 - $18.99 $667 - $798
75 $1.42M
CINF
Cincinnati Financial Corp

Financial Services
-200
- 76.92%
$126.6 - $151.6 $25.3K - $30.3K
60 $8.94M
ST
Sensata Technologies Holding PLC

Technology
-270
- 95.41%
$17.69 - $30.11 $4.78K - $8.13K
13 $391K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-19
- 45.24%
$105.8 - $131.55 $2.01K - $2.5K
23 $2.96M
Grail Inc
-12
- 80.0%
N/A
3 $154K
DCI
Donaldson CO Inc

Industrials
-27
- 44.26%
$59.18 - $71.02 $1.6K - $1.92K
34 $2.36M
EFX
Equifax Inc

Industrials
-11
- 68.75%
$205.5 - $280.54 $2.26K - $3.09K
5 $1.3M
SNDR
Schneider National, Inc.

Industrials
-408
- 86.81%
$21.06 - $24.75 $8.59K - $10.1K
62 $1.5M
TD
Toronto Dominion Bank

Financial Services
-1.48K
- 99.6%
$55.71 - $73.45 $82.3K - $109K
6 $441K
ALLE
Allegion PLC

Industrials
-7
- 53.85%
$118.52 - $145.64 $830 - $1.02K
6 $865K
CG
Carlyle Group Inc.

Financial Services
-561
- 98.08%
$34.78 - $51.4 $19.5K - $28.8K
11 $565K
LDOS
Leidos Holdings, Inc.

Technology
-53
- 92.98%
$132.9 - $160.3 $7.04K - $8.5K
4 $631K
CDW
Cdw Corp

Technology
-145
- 96.67%
$144.49 - $190.68 $21K - $27.6K
5 $893K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
-61.1K
- 62.99%
$16.99 - $17.74 $1.04M - $1.08M
35.9K $633M
SPG
Simon Property Group Inc

Real Estate
-392
- 83.76%
$140.37 - $171.44 $55K - $67.2K
76 $12.2M
EPR
Epr Properties

Real Estate
-15
- 46.88%
$43.53 - $59.11 $653 - $887
17 $990K
LOGI
Logitech International S.A.

Technology
-1
- 5.56%
$65.57 - $90.16 $65.6 - $90.2
17 $1.53M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-622
- 81.41%
$13.96 - $16.51 $8.68K - $10.3K
142 $2.31M
NTNX
Nutanix, Inc.

Technology
-147K
- 99.99%
$58.17 - $83.07 $8.58M - $12.2M
15 $1.15M
FCNCA
First Citizens Bancshares Inc

Financial Services
-109
- 99.09%
$1561.69 - $1966.55 $170K - $214K
1 $1.96M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-81
- 60.45%
$22.66 - $26.12 $1.84K - $2.12K
53 $1.3M
Aptiv PLC
-311
- 96.28%
N/A
12 $819K
PVH
Pvh Corp.

Consumer Cyclical
-3
- 10.0%
$60.5 - $87.28 $182 - $262
27 $1.85M
LECO
Lincoln Electric Holdings Inc

Industrials
-18
- 75.0%
$167.18 - $211.38 $3.01K - $3.8K
6 $1.24M
WDAY
Workday, Inc.

Technology
-58
- 77.33%
$210.47 - $274.71 $12.2K - $15.9K
17 $4.08M
SMG
Scotts Miracle Gro CO

Basic Materials
-40
- 80.0%
$48.21 - $66.48 $1.93K - $2.66K
10 $660K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-2
- 15.38%
$46.95 - $68.11 $93.9 - $136
11 $695K
FIVE
Five Below, Inc

Consumer Cyclical
-16
- 88.89%
$55.75 - $131.18 $892 - $2.1K
2 $262K
FOUR
Shift4 Payments, Inc.

Technology
-145
- 95.39%
$72.5 - $99.11 $10.5K - $14.4K
7 $694K
VMI
Valmont Industries Inc

Industrials
-24
- 88.89%
$263.86 - $333.86 $6.33K - $8.01K
3 $980K
NEU
Newmarket Corp

Basic Materials
-77
- 98.72%
$519.95 - $690.86 $40K - $53.2K
1 $691K
CUBI
Customers Bancorp, Inc.

Financial Services
-1
- 6.25%
$42.75 - $58.98 $42.8 - $59
15 $881K
NUE
Nucor Corp

Basic Materials
-2.54K
- 99.45%
$103.22 - $131.43 $263K - $334K
14 $1.81M
AWI
Armstrong World Industries Inc

Industrials
-7
- 53.85%
$126.1 - $163.12 $883 - $1.14K
6 $975K
PCTY
Paylocity Holding Corp

Technology
-33
- 78.57%
$172.54 - $201.04 $5.69K - $6.63K
9 $1.63M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-221
- 96.09%
$53.93 - $61.5 $11.9K - $13.6K
9 $553K
TEF
Telefonica S A

Communication Services
-22
- 8.59%
$4.37 - $5.39 $96.1 - $119
234 $1.22M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-661
- 79.54%
$20.12 - $21.0 $13.3K - $13.9K
170 $3.56M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-565
- 66.0%
N/A
291 $19M
THO
Thor Industries Inc

Consumer Cyclical
-2
- 15.38%
$64.83 - $89.72 $130 - $179
11 $977K
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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