Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
22
+ 550.0%
$41.37 - $53.28 $910 - $1.17K
26 $1.16M
DVA
Davita Inc.

Healthcare
11
+ 137.5%
$133.5 - $155.51 $1.47K - $1.71K
19 $2.71M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
50
+ 555.56%
$167.22 - $212.42 $8.36K - $10.6K
59 $11.7M
CBT
Cabot Corp

Basic Materials
24
+ 480.0%
$72.47 - $84.35 $1.74K - $2.02K
29 $2.18M
WEC
Wec Energy Group, Inc.

Utilities
46
+ 575.0%
$102.24 - $109.76 $4.7K - $5.05K
54 $5.63M
FLO
Flowers Foods Inc

Consumer Defensive
70
+ 304.35%
$15.86 - $19.21 $1.11K - $1.34K
93 $1.49M
HLNE
Hamilton Lane Inc

Financial Services
31
+ 238.46%
$126.65 - $175.49 $3.93K - $5.44K
44 $6.25M
EXC
Exelon Corp

Utilities
105
+ 3500.0%
$42.2 - $47.37 $4.43K - $4.97K
108 $4.69M
TCOM
Trip.Com Group LTD

Consumer Cyclical
18
+ 42.86%
$52.21 - $67.1 $940 - $1.21K
60 $3.52M
OVV
Ovintiv Inc.

Energy
26
+ 40.63%
$31.18 - $44.14 $811 - $1.15K
90 $3.43M
HSY
Hershey CO

Consumer Defensive
47
+ 261.11%
$151.29 - $173.13 $7.11K - $8.14K
65 $10.8M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
27
+ 81.82%
$32.45 - $40.68 $876 - $1.1K
60 $2M
UTZ
Utz Brands, Inc.

Consumer Defensive
221
+ 920.83%
$11.62 - $14.29 $2.57K - $3.16K
245 $3.08M
HPQ
Hp Inc

Technology
92
+ 368.0%
$21.88 - $29.32 $2.01K - $2.7K
117 $2.86M
INGN
Inogen Inc

Healthcare
82
+ 512.5%
$5.75 - $7.32 $472 - $600
98 $689K
VICI
Vici Properties Inc.

Real Estate
256
+ 29.43%
$29.41 - $32.97 $7.53K - $8.44K
1.13K $36.7M
LSTR
Landstar System Inc

Industrials
20
+ 133.33%
$131.55 - $151.93 $2.63K - $3.04K
35 $4.87M
MTRX
Matrix Service CO

Industrials
55
+ 423.08%
$10.03 - $13.91 $552 - $765
68 $919K
ACGL
Arch Capital Group Ltd.

Financial Services
45
+ 125.0%
$84.99 - $96.82 $3.82K - $4.36K
81 $7.38M
CC
Chemours CO

Basic Materials
14
+ 350.0%
$9.4 - $13.06 $132 - $183
18 $206K
TSN
Tyson Foods, Inc.

Consumer Defensive
23
+ 76.67%
$54.33 - $63.56 $1.25K - $1.46K
53 $2.97M
TS
Tenaris Sa

Energy
76
+ 42.22%
$30.71 - $39.46 $2.33K - $3K
256 $9.57M
UTHR
United Therapeutics Corp

Healthcare
7
+ 46.67%
$276.47 - $328.4 $1.94K - $2.3K
22 $6.32M
EQNR
Equinor Asa

Energy
40
+ 11.98%
$22.04 - $28.08 $882 - $1.12K
374 $9.4M
SNA
Snap On Inc

Industrials
3
+ 18.75%
$292.36 - $342.2 $877 - $1.03K
19 $5.91M
ZTS
Zoetis Inc.

Healthcare
80
+ 222.22%
$144.41 - $170.3 $11.6K - $13.6K
116 $18.1M
TAP
Molson Coors Beverage CO

Consumer Defensive
38
+ 950.0%
$47.24 - $62.46 $1.8K - $2.37K
42 $2.02M
ERIE
Erie Indemnity CO

Financial Services
4
+ 100.0%
$340.45 - $423.93 $1.36K - $1.7K
8 $2.77M
BBY
Best Buy CO Inc

Consumer Cyclical
138
+ 862.5%
$56.17 - $75.73 $7.75K - $10.5K
154 $10.3M
CTRA
Coterra Energy Inc.

Energy
125
+ 198.41%
$22.6 - $29.07 $2.83K - $3.63K
188 $4.77M
ELV
Elevance Health, Inc.

Healthcare
13
+ 118.18%
$372.27 - $452.69 $4.84K - $5.88K
24 $9.34M
SHW
Sherwin Williams CO

Basic Materials
12
+ 11.54%
$313.51 - $363.51 $3.76K - $4.36K
116 $39.8M
CPB
Campbell Soup CO

Consumer Defensive
20
+ 37.74%
$30.65 - $39.9 $613 - $798
73 $2.24M
MKC
Mccormick & CO Inc

Consumer Defensive
99
+ 1237.5%
$71.11 - $82.25 $7.04K - $8.14K
107 $8.11M
MPW
Medical Properties Trust Inc

Real Estate
167
+ 66.8%
$4.31 - $5.91 $720 - $987
417 $1.8M
GRMN
Garmin LTD

Technology
1
+ 9.09%
$173.63 - $218.07 $174 - $218
12 $2.51M
CNC
Centene Corp

Healthcare
23
+ 46.94%
$53.4 - $64.29 $1.23K - $1.48K
72 $3.91M
Brookfield Brp Holdings Canada
85
+ 1214.29%
N/A
92 $3.02M
OGN
Organon & Co.

Healthcare
126
+ 3150.0%
$8.04 - $14.72 $1.01K - $1.85K
130 $1.26M
ORI
Old Republic International Corp

Financial Services
48
+ 4.43%
$35.25 - $39.79 $1.69K - $1.91K
1.13K $43.5M
CMCSA
Comcast Corp

Communication Services
592
+ 106.86%
$32.84 - $36.72 $19.4K - $21.7K
1.15K $40.9M
CSGP
Costar Group, Inc.

Real Estate
26
+ 35.62%
$72.62 - $83.22 $1.89K - $2.16K
99 $7.96M
BIO
Bio Rad Laboratories, Inc.

Healthcare
6
+ 100.0%
$216.56 - $256.68 $1.3K - $1.54K
12 $2.9M
OC
Owens Corning

Industrials
57
+ 43.18%
$126.32 - $147.75 $7.2K - $8.42K
189 $26M
LEN
Lennar Corp

Consumer Cyclical
32
+ 145.45%
$102.76 - $115.66 $3.29K - $3.7K
54 $5.97M
PKI
Perkinelmer Inc

Healthcare
33
+ 253.85%
N/A
46 $4.45M
G
Genpact LTD

Technology
119
+ 253.19%
$40.65 - $50.56 $4.84K - $6.02K
166 $7.31M
KO
Coca Cola CO

Consumer Defensive
191
+ 14.05%
$68.37 - $73.9 $13.1K - $14.1K
1.55K $110M
CB
Chubb LTD

Financial Services
17
+ 13.28%
$274.32 - $302.46 $4.66K - $5.14K
145 $42M
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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