Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
338
+ 913.51%
$10.8 - $16.92 $3.65K - $5.72K
375 $5.15M
CME
Cme Group Inc.

Financial Services
16
+ 11.03%
$252.37 - $290.71 $4.04K - $4.65K
161 $44.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
865
+ 1395.16%
$24.38 - $30.18 $21.1K - $26.1K
927 $27.9M
IWN
Ishares Russell2000 Val ETF

ETFs
311
+ 797.44%
$131.84 - $157.76 $41K - $49.1K
350 $55.2M
MASI
Masimo Corp

Healthcare
14
New
$144.4 - $171.97 $2.02K - $2.41K
14 $2.36M
LII
Lennox International Inc

Industrials
2
+ 33.33%
$508.76 - $605.77 $1.02K - $1.21K
8 $4.59M
MT
Arcelor Mittal

Basic Materials
261
+ 69.6%
$23.47 - $31.65 $6.13K - $8.26K
636 $20.1M
UBS
Ubs Group Ag

Financial Services
644
+ 894.44%
$26.12 - $33.82 $16.8K - $21.8K
716 $24.2M
KLIC
Kulicke & Soffa Industries Inc

Technology
64
New
$27.65 - $35.38 $1.77K - $2.26K
64 $2.21M
EHC
Encompass Health Corp

Healthcare
77
+ 350.0%
$96.12 - $122.63 $7.4K - $9.44K
99 $12.1M
SHG
Shinhan Financial Group CO LTD

Financial Services
94
+ 132.39%
N/A
165 $7.46M
PDEC
Innovator U.S. Equity Power Bu
120
+ 16.0%
N/A
870 $34.8M
STRL
Sterling Construction CO Inc

Industrials
9
New
$104.96 - $231.51 $945 - $2.08K
9 $2.08M
WETF
Wisdom Tree Investments, Inc.

Financial Services
180
New
N/A
180 $2.07M
HSBC
Hsbc Holdings PLC

Financial Services
21
+ 3.6%
$46.68 - $61.09 $980 - $1.28K
604 $36.7M
VOD
Vodafone Group Public LTD CO

Communication Services
681
+ 428.3%
$8.19 - $10.66 $5.58K - $7.26K
840 $8.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
105
+ 145.83%
$496.48 - $617.85 $52.1K - $64.9K
177 $109M
EWBC
East West Bancorp Inc

Financial Services
50
+ 1250.0%
$71.03 - $101.75 $3.55K - $5.09K
54 $5.45M
KKR
Kkr & Co. Inc.

Financial Services
66
+ 253.85%
$92.79 - $134.29 $6.12K - $8.86K
92 $12.2M
MTCH
Match Group, Inc.

Communication Services
53
+ 47.75%
$27.03 - $31.93 $1.43K - $1.69K
164 $5.07M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.64K
+ 5839.29%
$22.4 - $23.8 $36.6K - $38.9K
1.66K $39.6M
NKE
Nike, Inc.

Consumer Cyclical
32
+ 17.3%
$53.27 - $72.04 $1.7K - $2.31K
217 $15.4M
GIS
General Mills Inc

Consumer Defensive
38
+ 59.38%
$50.37 - $60.97 $1.91K - $2.32K
102 $5.29M
GLW
Corning Inc

Technology
35
+ 15.42%
$39.07 - $52.59 $1.37K - $1.84K
262 $13.8M
DG
Dollar General Corp

Consumer Defensive
46
+ 230.0%
$86.02 - $114.95 $3.96K - $5.29K
66 $7.55M
MDB
Mongo Db, Inc.

Technology
2
+ 11.11%
$145.85 - $225.38 $292 - $451
20 $4.2M
Innovator Capital Management LLC
1.05K
+ 3.65%
N/A
29.8K $712M
TER
Teradyne, Inc

Technology
13
+ 28.26%
$67.96 - $91.05 $883 - $1.18K
59 $5.31M
DGX
Quest Diagnostics Inc

Healthcare
63
+ 203.23%
N/A
94 $16.9M
Liberty Media Corp
116
+ 1933.33%
N/A
122 $11.6M
WRB
Berkley W R Corp

Financial Services
368
+ 148.39%
$64.28 - $75.17 $23.7K - $27.7K
616 $45.3M
CPRT
Copart Inc

Consumer Cyclical
61
+ 58.1%
$47.72 - $63.84 $2.91K - $3.89K
166 $8.15M
Goldman Sachs Asset Management LP
252
+ 525.0%
N/A
300 $14.9M
VLO
Valero Energy Corp

Energy
83
+ 120.29%
$104.69 - $141.77 $8.69K - $11.8K
152 $20.4M
DE
Deere & CO

Industrials
21
+ 350.0%
$412.99 - $531.48 $8.67K - $11.2K
27 $13.7M
EBAY
Ebay Inc

Consumer Cyclical
66
+ 95.65%
$59.52 - $79.36 $3.93K - $5.24K
135 $10.1M
BPOP
Popular, Inc.

Financial Services
37
+ 86.05%
$81.63 - $110.51 $3.02K - $4.09K
80 $8.82M
ECL
Ecolab Inc.

Basic Materials
44
+ 169.23%
$225.65 - $270.95 $9.93K - $11.9K
70 $18.9M
TPC
Tutor Perini Corp

Industrials
29
New
$19.63 - $46.85 $569 - $1.36K
29 $1.36M
JHG
Janus Henderson Group PLC

Financial Services
60
+ 109.09%
$29.47 - $38.84 $1.77K - $2.33K
115 $4.47M
ITUB
Itau Unibanco Holding S.A.

Financial Services
155
+ 17.88%
$5.24 - $6.81 $812 - $1.06K
1.02K $6.94M
KR
Kroger CO

Consumer Defensive
417
+ 10425.0%
$64.62 - $74.0 $26.9K - $30.9K
421 $30.2M
UL
Unilever PLC

Consumer Defensive
11
+ 1.23%
$57.9 - $65.43 $637 - $720
907 $55.5M
MTG
Mgic Investment Corp

Financial Services
377
+ 992.11%
$22.43 - $28.1 $8.46K - $10.6K
415 $11.6M
EQT
Eqt Corp

Energy
46
+ 920.0%
$46.11 - $60.44 $2.12K - $2.78K
51 $2.97M
CBRE
Cbre Group, Inc.

Real Estate
9
New
$113.94 - $140.12 $1.03K - $1.26K
9 $1.26M
CVE
Cenovus Energy Inc.

Energy
100
+ 204.08%
$10.58 - $14.83 $1.06K - $1.48K
149 $2.03M
EOG
Eog Resources Inc

Energy
93
+ 4650.0%
$104.61 - $129.97 $9.73K - $12.1K
95 $11.4M
CPNG
Coupang, Inc.

Consumer Cyclical
8
+ 10.13%
$19.76 - $30.81 $158 - $246
87 $2.61M
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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