Whipplewood Advisors, LLC Purchases in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.7%
$58.74 - $64.87 $1.17K - $1.3K
2.87K $187M
Talen Energy Corp
19
+ 7.22%
N/A
282 $71.5M
GKOS
Glaukos Corp

Healthcare
277
+ 3957.14%
$96.6 - $161.22 $26.8K - $44.7K
284 $17.9M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 2.33%
$476.63 - $610.45 $5.72K - $7.33K
528 $285M
UNP
Union Pacific Corp

Industrials
75
+ 4.19%
$225.21 - $254.42 $16.9K - $19.1K
1.87K $423M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
216
+ 61.71%
$507.05 - $563.67 $110K - $122K
566 $203M
CVS
Cvs Health Corp

Healthcare
139
+ 26.28%
$44.22 - $68.64 $6.15K - $9.54K
668 $38.1M
AMGN
Amgen Inc

Healthcare
670
+ 169.19%
$258.59 - $327.36 $173K - $219K
1.07K $117M
VRSN
Verisign Inc

Technology
61
+ 48.8%
$205.1 - $254.74 $12.5K - $15.5K
186 $39.6M
VO
Vanguard Mid Cap ETF

ETFs
2.97K
New
$251.87 - $277.95 $747K - $824K
2.97K $13.4M
C
Citigroup Inc

Financial Services
252
+ 79.25%
$67.23 - $84.63 $16.9K - $21.3K
570 $35.5M
DGX
Quest Diagnostics Inc

Healthcare
16
+ 106.67%
N/A
31 $15.2M
VEEV
Veeva Systems Inc

Healthcare
17
+ 2.81%
$210.58 - $246.8 $3.58K - $4.2K
623 $140M
NRG
Nrg Energy, Inc.

Utilities
3.01K
+ 1115.93%
$84.82 - $113.33 $256K - $341K
3.28K $37.2M
AZO
Autozone Inc

Consumer Cyclical
8
+ 38.1%
$3193.96 - $3828.11 $25.6K - $30.6K
29 $80.1M
CCL
Carnival Corp

Consumer Cyclical
183
+ 88.83%
$19.08 - $28.49 $3.49K - $5.21K
389 $17.4M
TT
Trane Technologies PLC

Industrials
49
+ 1225.0%
$332.0 - $400.86 $16.3K - $19.6K
53 $13.5M
AXP
American Express CO

Financial Services
87
+ 44.39%
$255.39 - $325.87 $22.2K - $28.4K
283 $70M
MBB
Ishares Tr

ETFs
3.36K
+ 5417.74%
$90.37 - $94.08 $304K - $316K
3.42K $17.4M
BMY
Bristol Myers Squibb CO

Healthcare
106
+ 7.35%
$53.9 - $63.11 $5.71K - $6.69K
1.55K $92.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
848
New
$57.44 - $59.4 $48.7K - $50.4K
848 $9.92M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
51
New
$126.86 - $146.45 $6.47K - $7.47K
51 $9.4M
Veralto Corp
131
+ 124.76%
N/A
236 $20M
Endeavor Group Holdings Inc
29.7K
+ 57165.38%
N/A
29.8K $16.7M
BCS
Barclays PLC

Financial Services
14.2K
+ 157.75%
$12.69 - $16.25 $180K - $231K
23.2K $129M
DASH
Door Dash, Inc.

Communication Services
26
+ 216.67%
$168.37 - $213.38 $4.38K - $5.55K
38 $11.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
136
New
$25.54 - $27.64 $3.47K - $3.76K
136 $9.13M
APLD
Applied Blockchain, Inc.

Financial Services
272
New
$5.62 - $10.65 $1.53K - $2.9K
272 $8.71M
Peakstone Realty Trust Us
7
New
N/A
7 $8.56M
IWM
Ishares Russell 2000 ETF

ETFs
59
New
$198.1 - $229.79 $11.7K - $13.6K
59 $7.78M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
102
+ 15.09%
$73.71 - $87.55 $7.52K - $8.93K
778 $59.6M
XEL
Xcel Energy Inc

Utilities
6
+ 0.26%
$63.37 - $72.1 $380 - $433
2.35K $166M
SCHW
Schwab Charles Corp

Financial Services
22.5K
+ 3604.01%
$71.24 - $83.64 $1.6M - $1.88M
23.1K $53.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
74
New
$90.0 - $96.32 $6.66K - $7.13K
74 $7.66M
JPM
Jpmorgan Chase & CO

Financial Services
8.19K
+ 609.22%
$225.19 - $279.95 $1.85M - $2.29M
9.54K $330M
Gsk PLC
58.8K
+ 4367.38%
N/A
60.1K $52.7M
COST
Costco Wholesale Corp

Consumer Defensive
115
+ 47.13%
$890.62 - $1076.86 $102K - $124K
359 $231M
Coherent Corp
87
+ 621.43%
N/A
101 $8.51M
GILD
Gilead Sciences, Inc.

Healthcare
9
+ 2.39%
$89.14 - $117.41 $802 - $1.06K
385 $41.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
17
New
$36.63 - $37.45 $623 - $637
17 $6.92M
NET
Cloudflare, Inc.

Technology
55
+ 458.33%
$110.71 - $176.5 $6.09K - $9.71K
67 $8M
IWR
Ishares Russell Mid Cap ETF

ETFs
83
New
$82.81 - $92.93 $6.87K - $7.71K
83 $6.21M
FCX
Freeport Mcmoran Inc

Basic Materials
152
+ 104.11%
$34.5 - $43.01 $5.24K - $6.54K
298 $11.4M
ETSY
Etsy Inc

Consumer Cyclical
38
New
$44.4 - $57.29 $1.69K - $2.18K
38 $5.76M
GGG
Graco Inc

Industrials
24
+ 5.44%
$80.53 - $87.54 $1.93K - $2.1K
465 $42.9M
SYK
Stryker Corp

Healthcare
1.1K
+ 234.97%
$355.18 - $399.9 $391K - $441K
1.57K $175M
IWP
Ishares Russell Mid Cap Growth

ETFs
73
New
$114.9 - $139.6 $8.39K - $10.2K
73 $5.64M
AWK
American Water Works Company, Inc.

Utilities
35
+ 15.49%
$121.01 - $149.31 $4.24K - $5.23K
261 $33.3M
SBUX
Starbucks Corp

Consumer Cyclical
969
+ 526.63%
$91.75 - $115.81 $88.9K - $112K
1.15K $22M
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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