Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
47.7K
+ 477.01%
$50.39 - $50.66 $2.4M - $2.42M
57.7K $974M
VEA
Vanguard Ftse Developed Market

ETFs
3.6K
+ 4.43%
$47.4 - $52.99 $170K - $190K
84.7K $4.13B
SE
Sea LTD

Consumer Cyclical
4.82K
+ 231.65%
$104.87 - $146.31 $505K - $705K
6.9K $437M
SPOT
Spotify Technology S.A.

Communication Services
279
+ 93.62%
$457.79 - $648.32 $128K - $181K
577 $271M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
250
+ 74.85%
$402.49 - $513.76 $101K - $128K
584 $266M
JNJ
Johnson & Johnson

Healthcare
82
+ 5.28%
$142.06 - $167.7 $11.6K - $13.8K
1.64K $295M
MELI
Mercadolibre Inc

Consumer Cyclical
93
+ 71.54%
$1739.0 - $2260.0 $162K - $210K
223 $287M
IEFA
Ishares Tr

ETFs
16.5K
+ 308.59%
$69.57 - $78.65 $1.15M - $1.3M
21.9K $434M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.1K
+ 97.21%
$68.32 - $75.06 $690K - $758K
20.5K $784M
CRWD
Crowd Strike Holdings, Inc.

Technology
65
+ 41.67%
$308.86 - $455.36 $20.1K - $29.6K
221 $110M
CYBR
Cyber Ark Software Ltd.

Technology
46
+ 135.29%
$312.8 - $414.31 $14.4K - $19.1K
80 $64.2M
CVX
Chevron Corp

Energy
24
+ 1.17%
$146.71 - $167.97 $3.52K - $4.03K
2.07K $344M
CGDV
Capital Group Divid Value ETF

ETFs
1.39K
+ 18.9%
$34.95 - $37.36 $48.6K - $52K
8.75K $302M
AJG
Arthur J. Gallagher & Co.

Financial Services
153
+ 17.79%
$275.89 - $345.24 $42.2K - $52.8K
1.01K $284M
KMB
Kimberly Clark Corp

Consumer Defensive
234
+ 329.58%
$124.46 - $147.4 $29.1K - $34.5K
305 $46.6M
ABBV
Abb Vie Inc.

Healthcare
1.26K
+ 116.08%
$169.2 - $216.66 $213K - $272K
2.34K $228M
MCK
Mckesson Corp

Healthcare
370
+ 84.67%
$566.21 - $672.99 $209K - $249K
807 $283M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.39%
$114.1 - $135.66 $685 - $814
1.56K $212M
NVS
Novartis Ag

Healthcare
120
+ 8.02%
$97.14 - $115.57 $11.7K - $13.9K
1.62K $175M
SHEL
Shell PLC

Energy
66
+ 3.0%
$62.84 - $73.29 $4.15K - $4.84K
2.27K $166M
VTV
Vanguard Value ETF

ETFs
11.7K
+ 186.82%
$167.73 - $179.21 $1.96M - $2.1M
18K $1.09B
HOOD
Robinhood Markets, Inc.

Technology
508
+ 564.44%
$35.63 - $65.28 $18.1K - $33.2K
598 $29.2M
PWR
Quanta Services, Inc.

Industrials
2.64K
+ 18885.71%
$236.71 - $358.03 $626K - $947K
2.66K $29.5M
NEM
Newmont Corp

Basic Materials
40
+ 1.89%
$37.79 - $48.39 $1.51K - $1.94K
2.16K $102M
O
Realty Income Corp

Real Estate
112
+ 2.2%
$51.67 - $58.49 $5.79K - $6.55K
5.21K $294M
SNOW
Snowflake Inc.

Technology
159
+ 50.96%
$146.16 - $192.78 $23.2K - $30.7K
471 $69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 56.03%
$442.66 - $534.52 $63.7K - $77K
401 $137M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
96
+ 204.26%
$1187.71 - $1432.58 $114K - $138K
143 $75.9M
TJX
Tjx Companies Inc

Consumer Cyclical
110
+ 24.94%
$112.81 - $126.16 $12.4K - $13.9K
551 $73.3M
CEG
Constellation Energy Corp

Utilities
116
+ 158.9%
$202.21 - $347.44 $23.5K - $40.3K
189 $35.9M
QCOM
Qualcomm Inc

Technology
193
+ 6.81%
$151.94 - $175.86 $29.3K - $33.9K
3.03K $454M
CSCO
Cisco Systems, Inc.

Technology
20
+ 0.7%
$58.74 - $64.87 $1.17K - $1.3K
2.87K $187M
Talen Energy Corp
19
+ 7.22%
N/A
282 $71.5M
GKOS
Glaukos Corp

Healthcare
277
+ 3957.14%
$96.6 - $161.22 $26.8K - $44.7K
284 $17.9M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 2.33%
$476.63 - $610.45 $5.72K - $7.33K
528 $285M
UNP
Union Pacific Corp

Industrials
75
+ 4.19%
$225.21 - $254.42 $16.9K - $19.1K
1.87K $423M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
216
+ 61.71%
$507.05 - $563.67 $110K - $122K
566 $203M
CVS
Cvs Health Corp

Healthcare
139
+ 26.28%
$44.22 - $68.64 $6.15K - $9.54K
668 $38.1M
AMGN
Amgen Inc

Healthcare
670
+ 169.19%
$258.59 - $327.36 $173K - $219K
1.07K $117M
VRSN
Verisign Inc

Technology
61
+ 48.8%
$205.1 - $254.74 $12.5K - $15.5K
186 $39.6M
IEMG
Ishares Inc

ETFs
7.52K
+ 99.95%
N/A
15.1K $406M
C
Citigroup Inc

Financial Services
252
+ 79.25%
$67.23 - $84.63 $16.9K - $21.3K
570 $35.5M
DGX
Quest Diagnostics Inc

Healthcare
16
+ 106.67%
N/A
31 $15.2M
VEEV
Veeva Systems Inc

Healthcare
17
+ 2.81%
$210.58 - $246.8 $3.58K - $4.2K
623 $140M
NRG
Nrg Energy, Inc.

Utilities
3.01K
+ 1115.93%
$84.82 - $113.33 $256K - $341K
3.28K $37.2M
AZO
Autozone Inc

Consumer Cyclical
8
+ 38.1%
$3193.96 - $3828.11 $25.6K - $30.6K
29 $80.1M
CCL
Carnival Corp

Consumer Cyclical
183
+ 88.83%
$19.08 - $28.49 $3.49K - $5.21K
389 $17.4M
TT
Trane Technologies PLC

Industrials
49
+ 1225.0%
$332.0 - $400.86 $16.3K - $19.6K
53 $13.5M
AXP
American Express CO

Financial Services
87
+ 44.39%
$255.39 - $325.87 $22.2K - $28.4K
283 $70M
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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