Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LYG
Lloyds Banking Group PLC

Financial Services
2.84K
+ 141800.0%
$3.32 - $4.29 $9.42K - $12.2K
2.84K $12.1M
PTGX
Protagonist Therapeutics, Inc

Healthcare
22
New
$40.89 - $56.37 $900 - $1.24K
22 $1.22M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
902
+ 45.72%
$11.11 - $14.46 $10K - $13K
2.88K $36M
CMI
Cummins Inc

Industrials
34
+ 566.67%
$267.12 - $336.65 $9.08K - $11.4K
40 $13.1M
EQH
Equitable Holdings, Inc.

Financial Services
21
+ 6.21%
$43.98 - $56.1 $924 - $1.18K
359 $20.1M
PANW
Palo Alto Networks Inc

Technology
128
+ 6400.0%
$152.44 - $204.64 $19.5K - $26.2K
130 $26.6M
WYNN
Wynn Resorts LTD

Consumer Cyclical
21
+ 105.0%
$66.1 - $97.75 $1.39K - $2.05K
41 $3.84M
STLD
Steel Dynamics Inc

Basic Materials
136
+ 2266.67%
N/A
142 $18.2M
SVC
Service Properties Trust

Real Estate
464
New
$1.78 - $2.63 $826 - $1.22K
464 $1.11M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
6
+ 5.94%
$25.21 - $34.03 $151 - $204
107 $3.21M
ROL
Rollins Inc

Consumer Cyclical
106
+ 481.82%
$50.65 - $58.58 $5.37K - $6.21K
128 $7.22M
OSK
Oshkosh Corp

Industrials
19
+ 172.73%
$79.17 - $113.62 $1.5K - $2.16K
30 $3.41M
PSMT
Pricesmart Inc

Consumer Defensive
10
New
$82.12 - $108.35 $821 - $1.08K
10 $1.05M
SVOL
Simplify ETF Simplify Volatili

ETFs
4.94K
+ 24705.0%
$13.97 - $19.98 $69K - $98.7K
4.96K $91.2M
STNG
Scorpio Tankers Inc.

Energy
26
New
$31.86 - $44.3 $828 - $1.15K
26 $1.02M
REZI
Resideo Technologies, Inc.

Industrials
79
+ 658.33%
$14.69 - $22.46 $1.16K - $1.77K
91 $2.01M
WRBY
Warby Parker Inc.

Healthcare
46
New
$14.0 - $22.6 $644 - $1.04K
46 $1.01M
KMI
Kinder Morgan, Inc.

Energy
558
+ 996.43%
$25.21 - $29.4 $14.1K - $16.4K
614 $18.1M
FAST
Fastenal CO

Industrials
981
+ 393.98%
$40.65 - $83.16 $39.9K - $81.6K
1.23K $51.7M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
15
+ 214.29%
$110.23 - $131.5 $1.65K - $1.97K
22 $2.72M
CTRE
Care Trust Reit, Inc.

Real Estate
112
+ 658.82%
$26.65 - $30.69 $2.98K - $3.44K
129 $3.95M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.53K
+ 8063.16%
$13.71 - $15.46 $21K - $23.7K
1.55K $24M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
40
New
$20.54 - $29.09 $822 - $1.16K
40 $896K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
134
+ 837.5%
$45.98 - $56.15 $6.16K - $7.52K
150 $8.42M
NFG
National Fuel Gas CO

Energy
37
+ 925.0%
$73.0 - $86.01 $2.7K - $3.18K
41 $3.47M
IX
Orix Corp

Financial Services
336
+ 1344.0%
$18.25 - $22.52 $6.13K - $7.57K
361 $8.13M
FTI
Technip Fmc PLC

Energy
210
+ 840.0%
$23.18 - $35.33 $4.87K - $7.42K
235 $8.09M
SPFF
Global X Superincome Preferred

ETFs
24.2K
+ 805800.0%
$8.34 - $8.97 $202K - $217K
24.2K $217M
BKE
Buckle Inc

Consumer Cyclical
20
+ 285.71%
$33.77 - $45.57 $675 - $911
27 $1.22M
PEG
Public Service Enterprise Group Inc

Utilities
228
+ 11400.0%
$77.13 - $84.18 $17.6K - $19.2K
230 $19.4M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
11
New
$64.31 - $75.93 $707 - $835
11 $748K
SCI
Service Corp International

Consumer Cyclical
279
+ 60.13%
$73.58 - $81.65 $20.5K - $22.8K
743 $60.5M
FOX
Fox Corp Cl B (De)

Communication Services
69
+ 186.49%
$43.81 - $53.0 $3.02K - $3.66K
106 $5.47M
OMC
Omnicom Group Inc.

Communication Services
10
New
$69.22 - $79.77 $692 - $798
10 $719K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
28
New
$14.29 - $26.02 $400 - $729
28 $698K
CFLT
Confluent, Inc.

Technology
28
New
$19.44 - $24.93 $544 - $698
28 $698K
ALHC
Alignment Healthcare, Inc.

Healthcare
49
New
$13.7 - $19.78 $671 - $969
49 $686K
DEO
Diageo PLC

Consumer Defensive
163
+ 84.02%
$99.86 - $115.75 $16.3K - $18.9K
357 $36M
TDUP
Thred Up Inc.

Consumer Cyclical
91
New
$2.46 - $8.46 $224 - $770
91 $682K
NBIX
Neurocrine Biosciences Inc

Healthcare
44
+ 4400.0%
$87.54 - $128.18 $3.85K - $5.64K
45 $5.66M
TXT
Textron Inc

Industrials
10
+ 13.7%
$60.72 - $80.34 $607 - $803
83 $6.66M
HRB
H&R Block Inc

Consumer Cyclical
297
+ 521.05%
$54.32 - $63.04 $16.1K - $18.7K
354 $19.4M
CHTR
Charter Communications, Inc.

Communication Services
5
+ 45.45%
$321.68 - $427.25 $1.61K - $2.14K
16 $6.54M
AES
Aes Corp

Utilities
61
New
$9.63 - $12.55 $587 - $766
61 $642K
BLDR
Builders First Source, Inc.

Industrials
7
+ 116.67%
$105.63 - $131.12 $739 - $918
13 $1.52M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
21
New
$26.63 - $32.97 $559 - $692
21 $637K
BA
Boeing CO

Industrials
27
+ 245.45%
$136.59 - $217.51 $3.69K - $5.87K
38 $7.96M
RRX
Regal Rexnord Corp

Industrials
2
+ 11.11%
$94.06 - $147.0 $188 - $294
20 $2.9M
WPP
Wpp PLC

Communication Services
78
+ 371.43%
$32.03 - $40.64 $2.5K - $3.17K
99 $3.47M
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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