Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
22.9K
+ 43232.08%
$10.49 - $12.99 $240K - $298K
23K $292M
GGG
Graco Inc

Industrials
3
+ 0.65%
$74.02 - $87.26 $222 - $262
468 $40.2M
AER
Aer Cap Holdings N.V.

Industrials
29
+ 483.33%
$88.97 - $117.24 $2.58K - $3.4K
35 $4.1M
FLNG
Flex Lng Ltd.

Energy
3.22K
+ 9185.71%
$20.21 - $24.88 $65K - $80K
3.25K $71.4M
YUM
Yum Brands Inc

Consumer Cyclical
88
+ 123.94%
$138.36 - $161.45 $12.2K - $14.2K
159 $23.6M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
19.2K
+ 5717.91%
$38.59 - $47.36 $739K - $907K
19.5K $923M
STZ
Constellation Brands, Inc.

Consumer Defensive
76
+ 126.67%
$160.0 - $195.62 $12.2K - $14.9K
136 $22.1M
CGXU
Capital Group Intl Focus Equit

ETFs
311
+ 56.96%
$21.44 - $27.35 $6.67K - $8.51K
857 $23.3M
PFG
Principal Financial Group Inc

Financial Services
696
+ 17400.0%
$69.56 - $86.19 $48.4K - $60K
700 $55.6M
CGGO
Capital Group Global Growth Eq

ETFs
559
+ 1016.36%
$25.31 - $32.17 $14.1K - $18K
614 $19.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.86%
$421.16 - $509.5 $2.11K - $2.55K
589 $262M
TTD
Trade Desk, Inc.

Technology
5
+ 12.5%
$45.27 - $79.4 $226 - $397
45 $3.24M
LUMN
Lumen Technologies, Inc.

Communication Services
12.2K
+ 243540.0%
$3.07 - $4.51 $37.4K - $54.9K
12.2K $53.4M
PHG
Koninklijke Philips Nv

Healthcare
592
+ 39.05%
$21.67 - $25.64 $12.8K - $15.2K
2.11K $50.6M
FISV
Fiserv Inc

Technology
12
+ 14.29%
N/A
96 $16.6M
DPZ
Dominos Pizza Inc

Consumer Cyclical
7
+ 15.91%
$430.72 - $497.52 $3.02K - $3.48K
51 $23M
First Trust Advisors LP
8.34K
+ 64130.77%
N/A
8.35K $165M
EVN
Eaton Vance Municipal Income Trust

Financial Services
89.7K
+ 70592.91%
$9.82 - $10.45 $880K - $937K
89.8K $918M
WY
Weyerhaeuser CO

Real Estate
103
+ 3433.33%
$24.69 - $29.48 $2.54K - $3.04K
106 $2.72M
PUK
Prudential PLC

Financial Services
377
+ 34.52%
$18.03 - $25.49 $6.8K - $9.61K
1.47K $36.8M
JPRE
J P Morgan Exchange Traded Fd

ETFs
4.76K
+ 138.6%
$42.75 - $48.79 $203K - $232K
8.19K $390M
DHR
Danaher Corp

Healthcare
7
+ 0.81%
$174.64 - $205.16 $1.22K - $1.44K
874 $173M
TDOC
Teladoc Health, Inc.

Healthcare
2.2K
+ 73233.33%
$6.51 - $8.71 $14.3K - $19.1K
2.2K $19.2M
UNM
Unum Group

Financial Services
178
+ 356.0%
$70.48 - $82.91 $12.5K - $14.8K
228 $18.4M
DUK
Duke Energy Corp

Utilities
124
+ 8.08%
$112.46 - $124.05 $13.9K - $15.4K
1.66K $196M
PCVX
Vaxcyte, Inc.

Healthcare
9
+ 150.0%
$28.04 - $37.2 $252 - $335
15 $488K
TTE
Total Energies Se

Energy
1.41K
+ 9420.0%
N/A
1.43K $87.7M
LOW
Lowes Companies Inc

Consumer Cyclical
63
+ 8.64%
$210.83 - $235.28 $13.3K - $14.8K
792 $176M
WCN
Waste Connections, Inc.

Industrials
36
+ 4.22%
$183.26 - $199.95 $6.6K - $7.2K
890 $166M
PAYX
Paychex Inc

Industrials
142
+ 94.04%
$137.01 - $159.78 $19.5K - $22.7K
293 $42.6M
MSI
Motorola Solutions, Inc.

Technology
55
+ 289.47%
$394.72 - $440.39 $21.7K - $24.2K
74 $31.1M
EDV
Vanguard Extended Duration Tre

ETFs
359
+ 386.02%
$62.83 - $72.45 $22.6K - $26K
452 $30.4M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
22.9K
+ 209.01%
$9.28 - $10.1 $213K - $231K
33.9K $326M
SNY
Sanofi

Healthcare
247
+ 18.18%
$47.62 - $55.44 $11.8K - $13.7K
1.61K $77.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
77
+ 308.0%
$149.76 - $186.42 $11.5K - $14.4K
102 $19M
MRVL
Marvell Technology, Inc.

Technology
190
+ 4750.0%
$49.38 - $79.97 $9.38K - $15.2K
194 $15M
PEAK
Healthpeak Properties, Inc.

Real Estate
176
+ 332.08%
N/A
229 $4.01M
BAH
Booz Allen Hamilton Holding Corp

Industrials
172
+ 781.82%
$99.97 - $129.69 $17.2K - $22.3K
194 $20.2M
ITW
Illinois Tool Works Inc

Industrials
21
+ 20.0%
$218.41 - $252.43 $4.59K - $5.3K
126 $31.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
73
+ 16.78%
$212.1 - $244.27 $15.5K - $17.8K
508 $111M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
4.44K
+ 74.19%
$17.17 - $19.9 $76.3K - $88.4K
10.4K $201M
MDT
Medtronic PLC

Healthcare
150
+ 11.52%
$80.68 - $88.86 $12.1K - $13.3K
1.45K $127M
ET
Energy Transfer LP

Energy
29.7K
+ 742175.0%
$15.65 - $18.93 $465K - $562K
29.7K $538M
VKQ
Invesco Municipal Trust

Financial Services
17.6K
+ 27.09%
$9.02 - $9.76 $159K - $172K
82.6K $756M
ODFL
Old Dominion Freight Line, Inc.

Industrials
36
+ 55.38%
$146.74 - $176.07 $5.28K - $6.34K
101 $16.4M
U
Unity Software Inc.

Technology
272
+ 971.43%
$16.75 - $26.24 $4.56K - $7.14K
300 $7.26M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
69.4K
+ 113770.49%
$11.35 - $12.45 $788K - $864K
69.5K $829M
JNJ
Johnson & Johnson

Healthcare
161
+ 9.84%
$146.36 - $159.82 $23.6K - $25.7K
1.8K $274M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
85K
+ 81713.46%
$7.4 - $7.87 $629K - $669K
85.1K $640M
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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