Whipplewood Advisors, LLC Purchases in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFX
Teleflex Inc

Healthcare
231
+ 7700.0%
$130.79 - $183.66 $30.2K - $42.4K
234 $415K
KWR
Quaker Chemical Corp

Basic Materials
16
+ 228.57%
$123.61 - $145.39 $1.98K - $2.33K
23 $865K
INGR
Ingredion Inc

Consumer Defensive
376
+ 737.25%
$125.6 - $137.36 $47.2K - $51.6K
427 $6.9M
CMA
Comerica Inc

Financial Services
27
+ 61.36%
$56.11 - $68.38 $1.51K - $1.85K
71 $2.6M
Lazard Inc
5
+ 33.33%
N/A
20 $650K
Fortrea Holdings Inc
67
+ 609.09%
N/A
78 $83K
ACM
Aecom

Industrials
212
+ 2355.56%
$92.54 - $111.05 $19.6K - $23.5K
221 $835K
ALL
Allstate Corp

Financial Services
29
+ 59.18%
$180.99 - $210.18 $5.25K - $6.1K
78 $9.32M
NYT
New York Times CO

Communication Services
4
+ 7.14%
$46.9 - $55.89 $188 - $224
60 $2.78M
Phinia Inc
57.9K
+ 241108.33%
N/A
57.9K $1.02M
OXM
Oxford Industries Inc

Consumer Cyclical
107
+ 1528.57%
$55.24 - $88.05 $5.91K - $9.42K
114 $411K
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.28K
+ 1591.26%
$37.4 - $39.42 $123K - $129K
3.48K $7.78M
CHH
Choice Hotels International Inc

Consumer Cyclical
1
+ 6.25%
$127.89 - $155.97 $128 - $156
17 $2.12M
MSGS
Madison Square Garden Sports Corp.

Communication Services
6
+ 120.0%
$185.75 - $223.33 $1.11K - $1.34K
11 $974K
FOUR
Shift4 Payments, Inc.

Technology
145
+ 2071.43%
$81.71 - $125.66 $11.8K - $18.2K
152 $572K
KFRC
Kforce Inc

Industrials
52
+ 260.0%
$48.42 - $56.93 $2.52K - $2.96K
72 $978K
AGO
Assured Guaranty LTD

Financial Services
13
+ 15.48%
$82.9 - $95.47 $1.08K - $1.24K
97 $7.4M
UCBI
United Community Banks Inc

Financial Services
25
+ 60.98%
N/A
66 $1.15M
AFG
American Financial Group Inc

Financial Services
45
+ 145.16%
$119.82 - $138.45 $5.39K - $6.23K
76 $4.07M
EW
Edwards Lifesciences Corp

Healthcare
24
+ 21.05%
$67.95 - $76.19 $1.63K - $1.83K
138 $8.26M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
153
+ 212.5%
$5.24 - $8.37 $802 - $1.28K
225 $414K
CACI
Caci International Inc

Technology
13
+ 260.0%
N/A
18 $1.84M
FLEX
Flex Ltd.

Technology
143
+ 408.57%
$32.92 - $44.46 $4.71K - $6.36K
178 $1.16M
Simplify Exchange Traded Funds
10K
+ 2103.15%
N/A
10.5K $23.5M
OZK
Bank Ozk

Financial Services
1.82K
+ 1052.02%
$41.71 - $53.1 $75.9K - $96.6K
1.99K $7.52M
MGM
Mgm Resorts International

Consumer Cyclical
316
+ 831.58%
$29.64 - $40.37 $9.37K - $12.8K
354 $1.13M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
13
+ 68.42%
$87.72 - $111.91 $1.14K - $1.45K
32 $1.72M
EPAM
Epam Systems, Inc.

Technology
15
+ 500.0%
N/A
18 $507K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
520
+ 3466.67%
$48.65 - $66.04 $25.3K - $34.3K
535 $800K
LPX
Louisiana Pacific Corp

Industrials
99
+ 550.0%
$89.37 - $118.15 $8.85K - $11.7K
117 $1.66M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
19
+ 82.61%
$119.87 - $145.05 $2.28K - $2.76K
42 $2.88M
AKAM
Akamai Technologies Inc

Technology
18
+ 128.57%
N/A
32 $1.13M
ENSG
Ensign Group, Inc

Healthcare
56
+ 90.32%
$125.4 - $148.86 $7.02K - $8.34K
118 $8.02M
FLR
Fluor Corp

Industrials
8
+ 50.0%
$34.29 - $55.28 $274 - $442
24 $573K
THO
Thor Industries Inc

Consumer Cyclical
2
+ 18.18%
$75.81 - $105.39 $152 - $211
13 $834K
CW
Curtiss Wright Corp

Industrials
94
+ 1566.67%
$304.82 - $384.07 $28.7K - $36.1K
100 $1.9M
WHD
Cactus, Inc.

Energy
5
+ 27.78%
$43.48 - $63.78 $217 - $319
23 $825K
DFS
Discover Financial Services

Financial Services
15
+ 16.67%
$152.99 - $203.25 $2.29K - $3.05K
105 $15.4M
URI
United Rentals, Inc.

Industrials
10
+ 333.33%
$594.17 - $789.56 $5.94K - $7.9K
13 $1.88M
UNTY
Unity Bancorp Inc

Financial Services
1.21K
+ 11000.0%
$39.98 - $50.05 $48.4K - $60.6K
1.22K $244K
AME
Ametek Inc

Industrials
46
+ 148.39%
$170.39 - $190.43 $7.84K - $8.76K
77 $5.34M
GNTX
Gentex Corp

Consumer Cyclical
51
+ 108.51%
$23.3 - $28.48 $1.19K - $1.45K
98 $1.1M
FCNCA
First Citizens Bancshares Inc

Financial Services
109
+ 10900.0%
$1728.36 - $2231.14 $188K - $243K
110 $1.85M
XPO
Xpo Logistics, Inc.

Industrials
3
+ 27.27%
$106.12 - $148.16 $318 - $444
14 $1.18M
AVY
Avery Dennison Corp

Industrials
11
+ 37.93%
$174.58 - $195.91 $1.92K - $2.16K
40 $5.16M
Jacobs Solutions Inc
354
+ 1685.71%
N/A
375 $2.54M
AFRM
Affirm Holdings, Inc.

Technology
227
+ 1335.29%
$43.7 - $80.98 $9.92K - $18.4K
244 $768K
COF
Capital One Financial Corp

Financial Services
1.01K
+ 1297.44%
$163.87 - $209.82 $166K - $212K
1.09K $13.6M
BALL
Ball Corp

Consumer Cyclical
719
+ 764.89%
$49.04 - $56.53 $35.3K - $40.6K
813 $4.9M
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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