Whipplewood Advisors, LLC Purchases in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WDS
Woodside Energy Group LTD

Energy
33
+ 7.76%
$11.5 - $16.77 $380 - $553
458 $7.07M
HII
Huntington Ingalls Industries, Inc.

Industrials
13
+ 433.33%
$183.31 - $241.46 $2.38K - $3.14K
16 $3.86M
NWN
Northwest Natural Holding CO

Utilities
15
New
$39.62 - $44.11 $594 - $662
15 $596K
FITB
Fifth Third Bancorp

Financial Services
122
+ 65.95%
$33.32 - $41.51 $4.07K - $5.06K
307 $12.6M
SCCO
Southern Copper Corp

Basic Materials
52
+ 226.09%
$75.63 - $104.64 $3.93K - $5.44K
75 $7.59M
EXAS
Exact Sciences Corp

Healthcare
20
+ 52.63%
$40.31 - $58.08 $806 - $1.16K
58 $3.08M
LUV
Southwest Airlines CO

Industrials
17
New
$24.04 - $34.36 $409 - $584
17 $551K
VMC
Vulcan Materials CO

Basic Materials
13
+ 185.71%
$226.49 - $276.01 $2.94K - $3.59K
20 $5.22M
ZG
Zillow Group, Inc.

Communication Services
8
New
$59.44 - $70.64 $476 - $565
8 $548K
FIS
Fidelity National Information Services, Inc.

Technology
17
+ 42.5%
$68.14 - $82.13 $1.16K - $1.4K
57 $4.64M
FHN
First Horizon Corp

Financial Services
267
+ 1160.87%
$16.21 - $21.2 $4.33K - $5.66K
290 $6.15M
H
Hyatt Hotels Corp

Consumer Cyclical
24
+ 400.0%
$104.22 - $139.65 $2.5K - $3.35K
30 $4.19M
RF
Regions Financial Corp

Financial Services
118
+ 109.26%
$18.34 - $23.52 $2.16K - $2.78K
226 $5.32M
FOXA
Fox Corp

Communication Services
9
+ 10.0%
$47.21 - $57.04 $425 - $513
99 $5.55M
EEFT
Euronet Worldwide, Inc.

Technology
5
New
$87.44 - $112.74 $437 - $564
5 $507K
HIG
Hartford Financial Services Group, Inc.

Financial Services
149
+ 1354.55%
$109.83 - $131.67 $16.4K - $19.6K
160 $20.3M
Annaly Capital Management Inc
26
New
N/A
26 $489K
IRDM
Iridium Communications Inc.

Communication Services
16
New
$21.57 - $30.17 $345 - $483
16 $483K
TME
Tencent Music Entertainment Group

Communication Services
84
+ 32.06%
$11.97 - $19.49 $1.01K - $1.64K
346 $6.74M
CFG
Citizens Financial Group Inc

Financial Services
72
+ 135.85%
$34.27 - $44.75 $2.47K - $3.22K
125 $5.59M
XP
Xp Inc.

Financial Services
15
+ 25.86%
$12.69 - $20.62 $190 - $309
73 $1.47M
INCY
Incyte Corp

Healthcare
37
+ 168.18%
$55.17 - $71.22 $2.04K - $2.64K
59 $4.02M
CRAI
Cra International, Inc.

Industrials
21
+ 210.0%
$160.48 - $195.43 $3.37K - $4.1K
31 $5.81M
TW
Tradeweb Markets Inc.

Financial Services
3
New
$125.37 - $149.02 $376 - $447
3 $439K
OLED
Universal Display Corp Pa

Technology
25
+ 833.33%
$106.6 - $161.02 $2.67K - $4.03K
28 $4.33M
Peakstone Realty Trust Us
672
+ 9600.0%
N/A
679 $8.97M
PHM
Pultegroup Inc

Consumer Cyclical
127
+ 470.37%
$92.02 - $106.54 $11.7K - $13.5K
154 $16.2M
RMAX
Re/Max Holdings, Inc.

Real Estate
46
New
$7.03 - $8.99 $323 - $414
46 $376K
TWLO
Twilio Inc

Communication Services
3
New
$81.34 - $124.36 $244 - $373
3 $373K
TOL
Toll Brothers, Inc.

Consumer Cyclical
35
+ 583.33%
$90.5 - $114.3 $3.17K - $4K
41 $4.68M
STWD
Starwood Property Trust, Inc.

Real Estate
980
+ 604.94%
$17.28 - $20.41 $16.9K - $20K
1.14K $22.9M
TNL
Travel & Leisure Co.

Consumer Cyclical
29
+ 82.86%
$38.78 - $51.89 $1.12K - $1.5K
64 $3.3M
NI
Nisource Inc.

Utilities
17
+ 10.18%
$37.11 - $40.64 $631 - $691
184 $7.42M
TRV
Travelers Companies, Inc.

Financial Services
37
+ 57.81%
$233.83 - $276.34 $8.65K - $10.2K
101 $27M
CRBG
Corebridge Financial, Inc.

Financial Services
36
+ 112.5%
$25.41 - $35.83 $915 - $1.29K
68 $2.41M
HBAN
Huntington Bancshares Inc

Financial Services
155
+ 1033.33%
$12.49 - $16.76 $1.94K - $2.6K
170 $2.85M
AN
Autonation, Inc.

Consumer Cyclical
7
+ 700.0%
$155.71 - $201.03 $1.09K - $1.41K
8 $1.59M
DLR
Digital Realty Trust, Inc.

Real Estate
4
+ 80.0%
$136.11 - $177.69 $544 - $711
9 $1.57M
RSG
Republic Services, Inc.

Industrials
4
+ 7.14%
$227.2 - $258.07 $909 - $1.03K
60 $14.8M
LKQ
Lkq Corp

Consumer Cyclical
7
New
$36.86 - $43.38 $258 - $304
7 $259K
PEN
Penumbra Inc

Healthcare
1
New
$253.22 - $299.78 $253 - $300
1 $257K
ALK
Alaska Air Group, Inc.

Industrials
28
+ 311.11%
$41.01 - $54.88 $1.15K - $1.54K
37 $1.83M
CNDT
Conduent Inc

Technology
210
+ 1235.29%
$1.97 - $2.81 $414 - $590
227 $599K
NLOK
Norton Life Lock Inc.

Technology
82
+ 4100.0%
N/A
84 $2.47M
HST
Host Hotels & Resorts, Inc.

Real Estate
190
+ 1000.0%
$12.7 - $16.07 $2.41K - $3.05K
209 $3.21M
Qiagen Nv
23
+ 328.57%
N/A
30 $1.44M
MSM
Msc Industrial Direct CO Inc

Industrials
5
+ 18.52%
$70.15 - $85.48 $351 - $427
32 $2.72M
ON
On Semiconductor Corp

Technology
4
+ 25.0%
$31.95 - $54.21 $128 - $217
20 $1.05M
ZI
Zoom Info Technologies Inc.

Technology
23
New
$7.41 - $10.31 $170 - $237
23 $233K
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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