Whipplewood Advisors, LLC Purchases in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UTHR
United Therapeutics Corp

Healthcare
22
New
$348.66 - $410.0 $7.67K - $9.02K
22 $7.76M
LYG
Lloyds Banking Group PLC

Financial Services
2.84K
New
$2.67 - $3.23 $7.58K - $9.17K
2.84K $7.72M
OZK
Bank Ozk

Financial Services
173
New
$41.39 - $50.55 $7.16K - $8.75K
173 $7.7M
SLB
Schlumberger Limited

Energy
200
New
$36.83 - $45.59 $7.37K - $9.12K
200 $7.67M
F
Ford Motor CO

Consumer Cyclical
773
New
$9.69 - $11.4 $7.49K - $8.81K
773 $7.65M
MAA
Mid America Apartment Communities Inc.

Real Estate
49
New
$149.17 - $165.2 $7.31K - $8.09K
49 $7.57M
AGO
Assured Guaranty LTD

Financial Services
84
New
$79.0 - $94.69 $6.64K - $7.95K
84 $7.56M
MET
Metlife Inc

Financial Services
92
New
$78.15 - $88.25 $7.19K - $8.12K
92 $7.53M
BPOP
Popular, Inc.

Financial Services
80
New
$88.46 - $102.59 $7.08K - $8.21K
80 $7.53M
NSC
Norfolk Southern Corp

Industrials
32
New
$230.6 - $277.0 $7.38K - $8.86K
32 $7.51M
ROKU
Roku, Inc

Communication Services
100
New
$64.08 - $84.12 $6.41K - $8.41K
100 $7.43M
Endeavor Group Holdings Inc
52
New
N/A
52 $7.39M
LSTR
Landstar System Inc

Industrials
43
New
$171.86 - $192.81 $7.39K - $8.29K
43 $7.39M
WY
Weyerhaeuser CO

Real Estate
261
New
$27.21 - $33.7 $7.1K - $8.8K
261 $7.35M
OHI
Omega Healthcare Investors Inc

Real Estate
194
New
$37.51 - $42.56 $7.28K - $8.26K
194 $7.34M
BBD
Bank Bradesco

Financial Services
3.83K
New
$1.87 - $2.77 $7.16K - $10.6K
3.83K $7.31M
NVT
N Vent Electric PLC

Industrials
107
New
$67.69 - $79.19 $7.24K - $8.47K
107 $7.29M
BXP
Boston Properties Inc

Real Estate
97
New
$73.33 - $89.72 $7.11K - $8.7K
97 $7.21M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
143
New
$50.14 - $52.56 $7.17K - $7.52K
143 $7.19M
FHN
First Horizon Corp

Financial Services
355
New
$14.91 - $21.42 $5.29K - $7.6K
355 $7.15M
G
Genpact LTD

Technology
166
New
$38.17 - $46.82 $6.34K - $7.77K
166 $7.13M
BWXT
Bwx Technologies, Inc.

Industrials
63
New
$111.39 - $133.28 $7.02K - $8.4K
63 $7.02M
INGR
Ingredion Inc

Consumer Defensive
51
New
$132.76 - $154.86 $6.77K - $7.9K
51 $7.02M
CSL
Carlisle Companies Inc

Industrials
19
New
$368.67 - $480.91 $7K - $9.14K
19 $7.01M
PLTR
Palantir Technologies Inc.

Technology
92
New
$36.46 - $82.38 $3.35K - $7.58K
92 $6.96M
SCCO
Southern Copper Corp

Basic Materials
75
New
$91.13 - $117.95 $6.83K - $8.85K
75 $6.84M
CMS
Cms Energy Corp

Utilities
102
New
$65.76 - $71.94 $6.71K - $7.34K
102 $6.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
640
New
$7.33 - $12.37 $4.69K - $7.92K
640 $6.77M
GOLD
Barrick Gold Corp

Basic Materials
434
New
$15.23 - $21.19 $6.61K - $9.2K
434 $6.73M
SBAC
Sba Communications Corp

Real Estate
33
New
$198.24 - $249.31 $6.54K - $8.23K
33 $6.73M
BND
Vanguard Bd Index Fd Inc Total

ETFs
93
New
$71.75 - $75.11 $6.67K - $6.99K
93 $6.69M
FTI
Technip Fmc PLC

Energy
230
New
$25.16 - $31.95 $5.79K - $7.35K
230 $6.66M
WPP
Wpp PLC

Communication Services
129
New
$49.35 - $56.55 $6.37K - $7.29K
129 $6.63M
ESI
Element Solutions Inc

Basic Materials
259
New
$24.64 - $29.33 $6.38K - $7.6K
259 $6.59M
DOW
Dow Inc.

Basic Materials
164
New
$39.1 - $55.34 $6.41K - $9.08K
164 $6.58M
THC
Tenet Healthcare Corp

Healthcare
52
New
$125.42 - $168.52 $6.52K - $8.76K
52 $6.56M
HLNE
Hamilton Lane Inc

Financial Services
44
New
$147.78 - $201.62 $6.5K - $8.87K
44 $6.51M
R
Ryder System Inc

Industrials
41
New
$138.78 - $170.03 $5.69K - $6.97K
41 $6.43M
TXT
Textron Inc

Industrials
83
New
$75.82 - $90.32 $6.29K - $7.5K
83 $6.35M
AGM
Federal Agricultural Mortgage Corp

Financial Services
32
New
$181.72 - $216.45 $5.82K - $6.93K
32 $6.3M
VOD
Vodafone Group Public LTD CO

Communication Services
742
New
$8.37 - $9.95 $6.21K - $7.38K
742 $6.3M
HST
Host Hotels & Resorts, Inc.

Real Estate
359
New
$17.24 - $19.07 $6.19K - $6.85K
359 $6.29M
VNO
Vornado Realty Trust

Real Estate
149
New
$38.63 - $45.76 $5.76K - $6.82K
149 $6.26M
LYV
Live Nation Entertainment, Inc.

Communication Services
48
New
$109.06 - $140.54 $5.23K - $6.75K
48 $6.22M
Flutter Entertainment PLC
24
New
N/A
24 $6.2M
SJM
J M Smucker CO

Consumer Defensive
56
New
$106.92 - $121.75 $5.99K - $6.82K
56 $6.17M
AEE
Ameren Corp

Utilities
69
New
$85.81 - $94.98 $5.92K - $6.55K
69 $6.15M
NBIX
Neurocrine Biosciences Inc

Healthcare
45
New
$111.62 - $139.44 $5.02K - $6.27K
45 $6.14M
AYI
Acuity Brands Inc

Industrials
21
New
$292.13 - $333.45 $6.13K - $7K
21 $6.14M
Activity Summary
Buys All Purchases 1184 New Holdings 1184 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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