Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RYN
Rayonier Inc

Real Estate
-30
- 13.89%
$24.95 - $28.24 $749 - $847
186 $6.27M
LMAT
Lemaitre Vascular Inc

Healthcare
-18
- 40.0%
$78.82 - $104.0 $1.42K - $1.87K
27 $4.78M
MKC
Mccormick & CO Inc

Consumer Defensive
-99
- 92.52%
$71.24 - $84.73 $7.05K - $8.39K
8 $8.81M
VOD
Vodafone Group Public LTD CO

Communication Services
-583
- 78.57%
$8.05 - $9.86 $4.69K - $5.75K
159 $6.95M
KMI
Kinder Morgan, Inc.

Energy
-542
- 90.64%
$26.1 - $31.22 $14.1K - $16.9K
56 $17.1M
ZTS
Zoetis Inc.

Healthcare
-74
- 67.27%
$156.48 - $175.67 $11.6K - $13K
36 $18.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
-85
- 66.41%
$101.42 - $113.2 $8.62K - $9.62K
43 $14.1M
EBAY
Ebay Inc

Consumer Cyclical
-58
- 45.67%
$61.61 - $70.93 $3.57K - $4.11K
69 $8.6M
BECN
Beacon Roofing Supply Inc

Industrials
-30
- 83.33%
$100.48 - $123.86 $3.01K - $3.72K
6 $4.45M
WEC
Wec Energy Group, Inc.

Utilities
-46
- 85.19%
$92.12 - $108.98 $4.24K - $5.01K
8 $5.89M
MPW
Medical Properties Trust Inc

Real Estate
-167
- 40.05%
$3.83 - $6.21 $640 - $1.04K
250 $2.52M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-865
- 93.31%
$25.81 - $28.52 $22.3K - $24.7K
62 $25.6M
ROL
Rollins Inc

Consumer Cyclical
-92
- 80.7%
$45.65 - $54.03 $4.2K - $4.97K
22 $6.16M
EHC
Encompass Health Corp

Healthcare
-77
- 77.78%
$91.05 - $102.2 $7.01K - $7.87K
22 $10M
EXC
Exelon Corp

Utilities
-105
- 97.22%
$37.3 - $46.08 $3.92K - $4.84K
3 $4.98M
EXEL
Exelixis, Inc.

Healthcare
-11
- 9.24%
$32.38 - $39.16 $356 - $431
108 $4.91M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-73
- 7.77%
$4.87 - $6.28 $356 - $458
867 $5.63M
EQNR
Equinor Asa

Energy
-41
- 10.93%
$22.37 - $26.45 $917 - $1.08K
334 $9.89M
FOX
Fox Corp Cl B (De)

Communication Services
-42
- 53.16%
$45.64 - $54.23 $1.92K - $2.28K
37 $4.74M
ELV
Elevance Health, Inc.

Healthcare
-13
- 54.17%
$365.9 - $436.25 $4.76K - $5.67K
11 $10M
G
Genpact LTD

Technology
-119
- 71.69%
$42.88 - $55.54 $5.1K - $6.61K
47 $8.36M
ARKW
Ark Next Generation Internet E

ETFs
-327
- 27.57%
$91.59 - $125.64 $29.9K - $41.1K
859 $129M
RGLD
Royal Gold Inc

Basic Materials
-35
- 87.5%
$132.55 - $163.51 $4.64K - $5.72K
5 $6.54M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.3K
- 99.39%
$14.13 - $16.72 $18.4K - $21.8K
8 $20.3M
ECL
Ecolab Inc.

Basic Materials
-43
- 62.32%
$229.72 - $269.82 $9.88K - $11.6K
26 $17.5M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-98
- 49.0%
$17.16 - $25.25 $1.68K - $2.47K
102 $4.77M
AFL
Aflac Inc

Financial Services
-234
- 93.98%
$100.99 - $111.19 $23.6K - $26K
15 $27.1M
EQH
Equitable Holdings, Inc.

Financial Services
-34
- 9.14%
$47.64 - $55.68 $1.62K - $1.89K
338 $19M
STLD
Steel Dynamics Inc

Basic Materials
-130
- 95.59%
N/A
6 $17M
SHG
Shinhan Financial Group CO LTD

Financial Services
-46
- 39.32%
N/A
71 $5.36M
GOLD
Barrick Gold Corp

Basic Materials
-281
- 64.75%
$15.45 - $19.56 $4.34K - $5.5K
153 $8.32M
WM
Waste Management Inc

Industrials
-50
- 92.59%
$200.54 - $233.78 $10K - $11.7K
4 $12.5M
HLN
Haleon PLC

Healthcare
-201
- 19.09%
$9.02 - $10.67 $1.81K - $2.14K
852 $11.7M
NAK
Northern Dynasty Minerals LTD

Basic Materials
-2.99K
- 99.53%
$0.58 - $1.22 $1.73K - $3.64K
14 $3.45M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.8K
- 99.23%
$25.69 - $26.78 $46.3K - $48.3K
14 $48.8M
FISV
Fiserv Inc

Technology
-9
- 9.68%
N/A
84 $21M
BA
Boeing CO

Industrials
-19
- 63.33%
$148.15 - $186.25 $2.81K - $3.54K
11 $7.33M
FAST
Fastenal CO

Industrials
-428
- 63.22%
$71.11 - $79.98 $30.4K - $34.2K
249 $50.7M
AMT
American Tower Corp

Real Estate
-20
- 33.33%
$173.46 - $217.6 $3.47K - $4.35K
40 $13.1M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-7
- 15.91%
$10.61 - $16.49 $74.3 - $115
37 $2.68M
SNN
Smith & Nephew PLC

Healthcare
-162
- 34.76%
$23.89 - $30.34 $3.87K - $4.92K
304 $13.6M
AEP
American Electric Power CO Inc

Utilities
-138
- 79.77%
$90.32 - $109.27 $12.5K - $15.1K
35 $18.1M
EXPI
Exp World Holdings, Inc.

Real Estate
-71
- 81.61%
$9.38 - $11.76 $666 - $835
16 $3.19M
INTU
Intuit Inc

Technology
-33
- 33.67%
$555.63 - $630.23 $18.3K - $20.8K
65 $63.9M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-149
- 93.13%
$106.31 - $123.73 $15.8K - $18.4K
11 $19.8M
HRB
H&R Block Inc

Consumer Cyclical
-255
- 81.73%
$49.96 - $55.97 $12.7K - $14.3K
57 $18.8M
TRV
Travelers Companies, Inc.

Financial Services
-37
- 36.63%
$232.43 - $265.13 $8.6K - $9.81K
64 $26.7M
RSG
Republic Services, Inc.

Industrials
-4
- 6.67%
$200.09 - $242.16 $800 - $969
56 $14.5M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-68.9K
- 99.91%
$12.18 - $12.91 $839K - $889K
61 $848M
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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