Whipplewood Advisors, LLC Purchases in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HES
Hess Corp

Energy
105
+ 583.33%
$135.42 - $160.52 $14.2K - $16.9K
123 $2.88M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
11.4K
+ 1371.36%
$47.27 - $50.52 $539K - $576K
12.2K $40.6M
ATO
Atmos Energy Corp

Utilities
78
+ 260.0%
$136.51 - $154.58 $10.6K - $12.1K
108 $4.64M
ABM
Abm Industries Inc

Industrials
92
+ 287.5%
$45.51 - $54.64 $4.19K - $5.03K
124 $2.08M
AON
Aon PLC

Financial Services
24
+ 58.54%
$348.44 - $409.32 $8.36K - $9.82K
65 $15.2M
TTWO
Take Two Interactive Software Inc

Communication Services
64
+ 336.84%
$178.61 - $217.95 $11.4K - $13.9K
83 $3.94M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.7K
+ 6294.1%
$48.43 - $49.9 $1.29M - $1.33M
27.1K $21M
IDCC
Inter Digital, Inc.

Communication Services
18
New
$171.68 - $225.72 $3.09K - $4.06K
18 $414K
CRUS
Cirrus Logic, Inc.

Technology
173
+ 823.81%
$97.89 - $111.4 $16.9K - $19.3K
194 $2.49M
CNDT
Conduent Inc

Technology
17
New
$2.7 - $4.42 $45.9 - $75.1
17 $351K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
55
+ 119.57%
$28.45 - $41.08 $1.56K - $2.26K
101 $2.12M
Sandisk Corp/De
304
New
N/A
304 $333K
OGE
Oge Energy Corp.

Utilities
128
+ 182.86%
$39.76 - $46.32 $5.09K - $5.93K
198 $3.22M
RL
Ralph Lauren Corp

Consumer Cyclical
60
+ 500.0%
$215.68 - $286.74 $12.9K - $17.2K
72 $3.09M
HAIN
Hain Celestial Group Inc

Consumer Defensive
361
+ 380.0%
$3.58 - $6.19 $1.29K - $2.23K
456 $888K
DLTR
Dollar Tree, Inc.

Consumer Defensive
7
+ 77.78%
$61.92 - $76.95 $433 - $539
16 $975K
WTW
Willis Towers Watson PLC

Financial Services
11.3K
+ 94041.67%
$306.61 - $340.78 $3.46M - $3.85M
11.3K $4.06M
PPC
Pilgrims Pride Corp

Consumer Defensive
4
+ 13.79%
$44.52 - $55.93 $178 - $224
33 $1.58M
HUM
Humana Inc

Healthcare
147
+ 639.13%
$249.11 - $303.11 $36.6K - $44.6K
170 $6.09M
THG
Hanover Insurance Group, Inc.

Financial Services
73
+ 561.54%
$147.13 - $174.61 $10.7K - $12.7K
86 $2.26M
Solventum Corp
25
+ 100.0%
N/A
50 $1.9M
PPL
Ppl Corp

Utilities
173
+ 37.37%
$31.68 - $36.11 $5.48K - $6.25K
636 $15.3M
CNO
Cno Financial Group, Inc.

Financial Services
182
+ 330.91%
$35.99 - $42.34 $6.55K - $7.71K
237 $2.29M
BKR
Baker Hughes CO

Energy
11
+ 13.25%
$41.16 - $48.85 $453 - $537
94 $3.65M
CINF
Cincinnati Financial Corp

Financial Services
200
+ 333.33%
$133.67 - $147.81 $26.7K - $29.6K
260 $8.86M
GPC
Genuine Parts CO

Consumer Cyclical
73
+ 74.49%
$115.91 - $129.02 $8.46K - $9.42K
171 $11.7M
AM
Antero Midstream Corp

Energy
42
+ 56.0%
$15.47 - $18.04 $650 - $758
117 $1.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.87K
+ 1358.77%
$76.94 - $78.28 $221K - $224K
3.08K $16.5M
STE
Steris PLC

Healthcare
46
+ 109.52%
$202.46 - $232.74 $9.31K - $10.7K
88 $8.84M
PNW
Pinnacle West Capital Corp

Utilities
71
+ 373.68%
$81.76 - $95.25 $5.8K - $6.76K
90 $1.81M
DXCM
Dexcom Inc

Healthcare
148
+ 127.59%
$67.74 - $90.75 $10K - $13.4K
264 $9.22M
IDEV
Ishares Core Msci Intl Develop

ETFs
19
+ 43.18%
$63.77 - $71.36 $1.21K - $1.36K
63 $3.03M
PRI
Primerica, Inc.

Financial Services
32
+ 228.57%
$271.41 - $296.43 $8.69K - $9.49K
46 $3.98M
WWD
Woodward, Inc.

Industrials
6
+ 54.55%
$171.38 - $195.22 $1.03K - $1.17K
17 $2.01M
SLM
Slm Corp

Financial Services
130
+ 134.02%
$26.95 - $32.54 $3.5K - $4.23K
227 $2.85M
TRNO
Terreno Realty Corp

Real Estate
17
+ 44.74%
$57.4 - $68.5 $976 - $1.16K
55 $2.4M
LNC
Lincoln National Corp

Financial Services
22
+ 61.11%
$30.06 - $39.23 $661 - $863
58 $1.29M
TEF
Telefonica S A

Communication Services
22
+ 9.4%
$3.89 - $4.73 $85.6 - $104
256 $1.09M
ACI
Albertsons Companies, Inc.

Consumer Defensive
136
+ 219.35%
$19.58 - $22.02 $2.66K - $2.99K
198 $1.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
30.9K
+ 33252.69%
$71.17 - $73.66 $2.2M - $2.28M
31K $6.83M
EPR
Epr Properties

Real Estate
15
+ 88.24%
$43.98 - $53.81 $660 - $807
32 $894K
SBLK
Star Bulk Carriers Corp.

Industrials
30.7K
+ 13443.86%
$14.35 - $17.15 $440K - $526K
30.9K $3.55M
BIDU
Baidu, Inc.

Communication Services
75
+ 416.67%
$77.43 - $102.51 $5.81K - $7.69K
93 $1.66M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
25
+ 166.67%
$160.89 - $187.27 $4.02K - $4.68K
40 $2.6M
EVRG
Evergy, Inc.

Utilities
9
+ 50.0%
$59.9 - $69.52 $539 - $626
27 $1.24M
SCHO
Schwab Short Term Us Treasury

ETFs
42.1K
+ 8950.0%
$24.1 - $24.34 $1.01M - $1.02M
42.5K $11.4M
NTNX
Nutanix, Inc.

Technology
147K
+ 982820.0%
$61.28 - $77.44 $9.03M - $11.4M
147K $1.05M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
4
+ 16.67%
$48.93 - $66.35 $196 - $265
28 $1.31M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
184
+ 128.67%
$49.67 - $51.43 $9.14K - $9.46K
327 $7.3M
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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