Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UVSP
Univest Financial Corp

Financial Services
-184
- 67.9%
$25.3 - $31.35 $4.66K - $5.77K
87 $2.61M
HSIC
Henry Schein Inc

Healthcare
-32
- 49.23%
$62.7 - $73.66 $2.01K - $2.36K
33 $2.41M
USPH
U S Physical Therapy Inc

Healthcare
-108
- 80.6%
$65.08 - $79.84 $7.03K - $8.62K
26 $2.03M
GXO
Gxo Logistics, Inc.

Industrials
-198
- 92.52%
$31.53 - $49.1 $6.24K - $9.72K
16 $779K
AGCO
Agco Corp

Industrials
-49
- 76.56%
$75.77 - $108.43 $3.71K - $5.31K
15 $1.55M
KEX
Kirby Corp

Industrials
-76
- 85.39%
$87.32 - $114.99 $6.64K - $8.74K
13 $1.47M
Liberty Media Corp
-73
- 83.91%
N/A
14 $1.11M
ADM
Archer Daniels Midland CO

Consumer Defensive
-8.83K
- 99.59%
$41.79 - $54.16 $369K - $478K
36 $1.9M
AMG
Affiliated Managers Group, Inc.

Financial Services
-11
- 64.71%
$143.35 - $197.67 $1.58K - $2.17K
6 $1.18M
ACM
Aecom

Industrials
-212
- 95.93%
$87.19 - $113.06 $18.5K - $24K
9 $1.02M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-91
- 79.82%
$50.86 - $73.83 $4.63K - $6.72K
23 $1.66M
BOX
Box Inc

Technology
-653
- 92.1%
$28.42 - $38.55 $18.6K - $25.2K
56 $1.91M
TSCO
Tractor Supply CO

Consumer Cyclical
-71
- 53.79%
$47.86 - $55.77 $3.4K - $3.96K
61 $3.22M
MMYT
Make My Trip LTD

Consumer Cyclical
-36
- 66.67%
N/A
18 $1.76M
XPO
Xpo Logistics, Inc.

Industrials
-3
- 21.43%
$91.46 - $128.1 $274 - $384
11 $1.39M
GPC
Genuine Parts CO

Consumer Cyclical
-73
- 42.69%
$105.54 - $129.09 $7.7K - $9.42K
98 $11.9M
MTZ
Mastec Inc

Industrials
-7
- 63.64%
$106.07 - $171.99 $742 - $1.2K
4 $682K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-383
- 92.29%
$165.45 - $198.11 $63.4K - $75.9K
32 $6.22M
Kronos I Uk LTD
-11
- 73.33%
N/A
4 $647K
STVN
Stevanato Group S.P.A.

Healthcare
-20
- 26.67%
$18.57 - $25.25 $371 - $505
55 $1.34M
Jacobs Solutions Inc
-354
- 94.4%
N/A
21 $2.76M
NTCT
Netscout Systems Inc

Technology
-14
- 31.11%
$19.23 - $25.14 $269 - $352
31 $769K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
-4
- 14.29%
$49.08 - $65.31 $196 - $261
24 $1.53M
TYL
Tyler Technologies Inc

Technology
-51
- 71.83%
$521.68 - $592.84 $26.6K - $30.2K
20 $11.9M
PRU
Prudential Financial Inc

Financial Services
-1.04K
- 95.3%
$95.12 - $112.71 $98.4K - $117K
51 $5.48M
FSLR
First Solar, Inc.

Technology
-659
- 99.1%
$120.38 - $192.98 $79.3K - $127K
6 $993K
IFF
International Flavors & Fragrances Inc

Basic Materials
-84
- 82.35%
$66.85 - $79.33 $5.62K - $6.66K
18 $1.32M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-25
- 62.5%
$162.37 - $200.76 $4.06K - $5.02K
15 $2.84M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-4
- 20.0%
$54.08 - $68.32 $216 - $273
16 $880K
HQY
Healthequity, Inc.

Healthcare
-759
- 98.06%
$76.77 - $113.06 $58.3K - $85.8K
15 $1.57M
MORN
Morningstar, Inc.

Financial Services
-5
- 21.74%
$255.31 - $313.93 $1.28K - $1.57K
18 $5.65M
Sei Investments Management Corp
-293
- 68.14%
N/A
137 $3.51M
NXPI
Nxp Semiconductors N.V.

Technology
-30.7K
- 99.97%
$153.5 - $218.72 $4.72M - $6.72M
9 $1.97M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-86
- 83.5%
$103.49 - $133.44 $8.9K - $11.5K
17 $2.24M
CPA
Copa Holdings, S.A.

Industrials
-63
- 80.77%
$83.12 - $109.97 $5.24K - $6.93K
15 $1.65M
AME
Ametek Inc

Industrials
-46
- 59.74%
$151.41 - $182.75 $6.96K - $8.41K
31 $5.61M
DDS
Dillard'S, Inc.

Consumer Cyclical
-149
- 96.75%
$294.77 - $422.75 $43.9K - $63K
5 $2.09M
KHC
Kraft Heinz CO

Consumer Defensive
-362
- 84.78%
$25.61 - $30.81 $9.27K - $11.2K
65 $1.68M
IDEV
Ishares Core Msci Intl Develop

ETFs
-19
- 30.16%
$61.79 - $76.67 $1.17K - $1.46K
44 $3.35M
URBN
Urban Outfitters Inc

Consumer Cyclical
-463
- 96.66%
$43.24 - $75.26 $20K - $34.8K
16 $1.16M
SLM
Slm Corp

Financial Services
-130
- 57.27%
$24.84 - $34.36 $3.23K - $4.47K
97 $3.18M
GWRE
Guidewire Software, Inc.

Technology
-1
- 6.25%
$172.73 - $257.37 $173 - $257
15 $3.53M
CVLT
Commvault Systems Inc

Technology
-150
- 87.72%
$139.35 - $190.99 $20.9K - $28.6K
21 $3.66M
HLI
Houlihan Lokey, Inc.

Financial Services
-85
- 81.73%
$141.59 - $182.75 $12K - $15.5K
19 $3.42M
NYT
New York Times CO

Communication Services
-4
- 6.67%
$45.37 - $57.12 $181 - $228
56 $3.14M
TPB
Turning Point Brands, Inc.

Consumer Defensive
-15
- 40.54%
$54.53 - $81.0 $818 - $1.22K
22 $1.67M
EFG
Msci Eafe Growth ETF

ETFs
-14.3K
- 97.91%
$89.8 - $112.0 $1.28M - $1.6M
305 $34.2M
BALL
Ball Corp

Consumer Cyclical
-719
- 88.44%
$44.94 - $56.99 $32.3K - $41K
94 $5.27M
APO
Apollo Global Management, Inc.

Financial Services
-57
- 42.54%
$108.68 - $145.07 $6.19K - $8.27K
77 $10.9M
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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