Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
393
+ 17.64%
$31.67 - $42.89 $12.4K - $16.9K
2.62K $112M
XYLG
Global X Fds S&P 500 Covered C

ETFs
17.4K
+ 32843.4%
$23.63 - $27.55 $411K - $480K
17.5K $481M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
32.4K
+ 42.42%
$8.05 - $8.68 $261K - $281K
109K $911M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
24.8K
+ 524.51%
$25.69 - $26.9 $636K - $666K
29.5K $782M
VRSN
Verisign Inc

Technology
14
+ 7.53%
$234.49 - $288.8 $3.28K - $4.04K
200 $57.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.3K
+ 7171.74%
$56.88 - $70.77 $188K - $233K
3.35K $237M
SAP
Sap Se

Technology
26
+ 3.71%
$237.53 - $309.8 $6.18K - $8.05K
727 $221M
HEEM
Ishares Currency Hedged Msci E

ETFs
14K
+ 2422.07%
$24.94 - $30.1 $350K - $423K
14.6K $440M
MANH
Manhattan Associates Inc

Technology
118
+ 907.69%
$143.9 - $197.47 $17K - $23.3K
131 $25.9M
HEIA
Heico Crp Cl A
32
+ 10.77%
N/A
329 $85.1M
DGRO
Ishares Core Dividend Growth E

ETFs
249
New
$55.22 - $63.94 $13.7K - $15.9K
249 $15.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
165
+ 6.61%
$39.43 - $49.34 $6.51K - $8.14K
2.66K $126M
ISCG
Ishares Morningstar Small Cap

ETFs
3.16K
+ 2207.69%
$39.44 - $49.76 $125K - $157K
3.3K $164M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
116
+ 35.47%
$49.73 - $51.44 $5.77K - $5.97K
443 $22.8M
IBM
International Business Machines Corp

Technology
123
+ 65.08%
$221.03 - $294.78 $27.2K - $36.3K
312 $92M
IBN
Icici Bank LTD

Financial Services
123
+ 2.08%
$30.16 - $34.39 $3.71K - $4.23K
6.04K $203M
SNPS
Synopsys Inc

Technology
55
+ 203.7%
$380.9 - $517.66 $20.9K - $28.5K
82 $42M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
853
+ 14216.67%
$29.19 - $50.24 $24.9K - $42.9K
859 $43.2M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
547
+ 536.27%
$19.5 - $30.4 $10.7K - $16.6K
649 $19M
AMAT
Applied Materials Inc

Technology
163
+ 105.16%
$126.95 - $183.52 $20.7K - $29.9K
318 $58.2M
ADSK
Autodesk, Inc.

Technology
17
+ 25.0%
N/A
85 $26.3M
AXON
Axon Enterprise, Inc.

Industrials
27
+ 192.86%
$497.13 - $827.94 $13.4K - $22.4K
41 $33.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
8
+ 0.4%
$137.62 - $174.44 $1.1K - $1.4K
2.02K $330M
HDB
Hdfc Bank LTD

Financial Services
290
+ 111.97%
$63.78 - $77.48 $18.5K - $22.5K
549 $42.1M
Core Scientific Inc
534
+ 99.44%
N/A
1.07K $18.3M
Celestica Inc
23
+ 18.11%
N/A
150 $23.4M
ABC
Amerisourcebergen Corp

Healthcare
64
+ 11.76%
N/A
608 $182M
ROK
Rockwell Automation, Inc

Industrials
18
+ 47.37%
$218.97 - $332.17 $3.94K - $5.98K
56 $18.6M
Liberty Media Corp
25
+ 7.02%
N/A
381 $39.8M
RELX
Relx PLC

Communication Services
233
+ 15.68%
$45.31 - $55.66 $10.6K - $13K
1.72K $93.4M
Cava Group Inc
476
+ 380.8%
N/A
601 $50.6M
TXN
Texas Instruments Inc

Technology
6
+ 3.87%
N/A
161 $33.4M
Smurfit West Rock PLC
342
+ 50.0%
N/A
1.03K $44.3M
NTAP
Net App, Inc.

Technology
123
+ 279.55%
$76.1 - $106.55 $9.36K - $13.1K
167 $17.8M
Coherent Corp
90
+ 89.11%
N/A
191 $17M
BAC
Bank Of America Corp

Financial Services
1.21K
+ 1027.12%
$34.39 - $47.46 $41.7K - $57.5K
1.33K $62.9M
VBR
Vanguard Small Cap Value ETF

ETFs
650
+ 246.21%
$162.76 - $195.77 $106K - $127K
914 $178M
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.45K
+ 114900.0%
$6.28 - $9.67 $21.6K - $33.3K
3.45K $32.4M
DAL
Delta Air Lines, Inc.

Industrials
42
+ 21.0%
$35.88 - $52.99 $1.51K - $2.23K
242 $11.9M
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 25.12%
$243.75 - $303.93 $12.9K - $16.1K
264 $80.2M
ENB
Enbridge Inc

Energy
308
+ 112.41%
$41.09 - $47.16 $12.7K - $14.5K
582 $26.4M
TDG
Trans Digm Group Inc

Industrials
46
+ 511.11%
$1231.75 - $1520.64 $56.7K - $69.9K
55 $83.6M
NVR
Nvr Inc

Consumer Cyclical
1
New
$6700.0 - $7410.93 $6.7K - $7.41K
1 $7.39M
SPGI
S&P Global Inc.

Financial Services
6
+ 3.3%
$438.31 - $527.29 $2.63K - $3.16K
188 $99.1M
JBL
Jabil Inc

Technology
75
+ 625.0%
$116.88 - $218.1 $8.77K - $16.4K
87 $19M
SAN
Banco Santander, S.A.

Financial Services
4.98K
+ 35550.0%
$5.72 - $8.32 $28.5K - $41.4K
4.99K $41.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
299
+ 55.17%
$58.52 - $71.7 $17.5K - $21.4K
841 $57.8M
Rb Global Inc
137
+ 42.95%
N/A
456 $48.4M
APLD
Applied Blockchain, Inc.

Financial Services
1.28K
+ 469.85%
$3.53 - $13.86 $4.51K - $17.7K
1.55K $15.6M
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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