Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
359
+ 386.02%
$62.83 - $72.45 $22.6K - $26K
452 $30.4M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
22.9K
+ 209.01%
$9.28 - $10.1 $213K - $231K
33.9K $326M
SNY
Sanofi

Healthcare
247
+ 18.18%
$47.62 - $55.44 $11.8K - $13.7K
1.61K $77.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
77
+ 308.0%
$149.76 - $186.42 $11.5K - $14.4K
102 $19M
MRVL
Marvell Technology, Inc.

Technology
190
+ 4750.0%
$49.38 - $79.97 $9.38K - $15.2K
194 $15M
PEAK
Healthpeak Properties, Inc.

Real Estate
176
+ 332.08%
N/A
229 $4.01M
BAH
Booz Allen Hamilton Holding Corp

Industrials
172
+ 781.82%
$99.97 - $129.69 $17.2K - $22.3K
194 $20.2M
ITW
Illinois Tool Works Inc

Industrials
21
+ 20.0%
$218.41 - $252.43 $4.59K - $5.3K
126 $31.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
73
+ 16.78%
$212.1 - $244.27 $15.5K - $17.8K
508 $111M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
4.44K
+ 74.19%
$17.17 - $19.9 $76.3K - $88.4K
10.4K $201M
ET
Energy Transfer LP

Energy
29.7K
+ 742175.0%
$15.65 - $18.93 $465K - $562K
29.7K $538M
VKQ
Invesco Municipal Trust

Financial Services
17.6K
+ 27.09%
$9.02 - $9.76 $159K - $172K
82.6K $756M
ODFL
Old Dominion Freight Line, Inc.

Industrials
36
+ 55.38%
$146.74 - $176.07 $5.28K - $6.34K
101 $16.4M
U
Unity Software Inc.

Technology
272
+ 971.43%
$16.75 - $26.24 $4.56K - $7.14K
300 $7.26M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
69.4K
+ 113770.49%
$11.35 - $12.45 $788K - $864K
69.5K $829M
JNJ
Johnson & Johnson

Healthcare
161
+ 9.84%
$146.36 - $159.82 $23.6K - $25.7K
1.8K $274M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
85K
+ 81713.46%
$7.4 - $7.87 $629K - $669K
85.1K $640M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
11.4K
+ 95241.67%
$30.93 - $34.56 $353K - $395K
11.4K $379M
IIM
Invesco Value Municipal Income Trust

Financial Services
76.2K
+ 33000.43%
$11.31 - $12.11 $862K - $923K
76.5K $890M
BP
Bp PLC

Energy
14
+ 0.49%
$26.11 - $33.81 $366 - $473
2.89K $86.4M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
18.9K
+ 2697.57%
$18.21 - $18.97 $344K - $358K
19.6K $371M
ARKG
Ark Genomic Revolution ETF (De

ETFs
7.15K
+ 523.35%
$18.34 - $24.56 $131K - $176K
8.52K $207M
PMF
Pimco Municipal Income Fund

Financial Services
46.5K
+ 369.18%
$7.76 - $8.98 $361K - $418K
59.1K $472M
OKE
Oneok Inc

Energy
2.06K
+ 13746.67%
$78.71 - $100.37 $162K - $207K
2.08K $170M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
77.5K
+ 111.83%
$8.86 - $9.45 $687K - $732K
147K $1.33B
MOTI
Vaneck Morningstar Internation

ETFs
7.67K
+ 34.04%
$30.01 - $34.75 $230K - $266K
30.2K $1.05B
VFC
V F Corp

Consumer Cyclical
22.5K
+ 18942.02%
$9.74 - $16.39 $220K - $369K
22.7K $266M
HIGH
Simplify Exchange Traded Fds E
1.57K
+ 31.73%
N/A
6.54K $158M
PRF
Invesco Exchange Traded Fd Tr

ETFs
32.1K
+ 5356.0%
$35.77 - $42.27 $1.15M - $1.36M
32.7K $1.38B
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
52.5K
+ 308682.34%
$14.51 - $15.62 $761K - $820K
52.5K $789M
AINV
Apollo Investment Corp

Financial Services
63.3K
+ 2111266.75%
N/A
63.3K $799M
EPD
Enterprise Products Partners L.P.

Energy
61.1K
+ 77355.7%
$28.95 - $34.22 $1.77M - $2.09M
61.2K $1.9B
VFL
Delaware Investments National Municipal Income Fund

Financial Services
24.1K
+ 28709.52%
$9.32 - $10.35 $225K - $250K
24.2K $234M
MCI
Barings Corporate Investors

Financial Services
2.31K
+ 773.91%
$18.92 - $22.71 $43.8K - $52.6K
2.61K $56.6M
Goldman Sachs Asset Management LP
7.23K
+ 2411.0%
N/A
7.53K $375M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18
+ 0.22%
$29.52 - $35.31 $531 - $636
8.37K $295M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
95.8K
+ 330486.22%
$9.13 - $10.58 $875K - $1.01M
95.9K $1.01B
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
194K
+ 1079777.75%
$7.06 - $8.1 $1.37M - $1.57M
194K $1.5B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.8K
+ 2990.63%
N/A
12.2K $1.14B
Flaherty & Crumrine Inc
90.7K
+ 2791.85%
N/A
94K $1.93B
BJUN
Innovator U.S. Equity Buffer E

ETFs
2.02K
+ 216.04%
N/A
2.96K $129M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
137K
+ 310490.91%
$49.79 - $50.75 $6.8M - $6.93M
137K $6.94B
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
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email