Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NDSN
Nordson Corp

Industrials
21
+ 350.0%
$200.12 - $224.07 $4.2K - $4.71K
27 $403K
AVB
Avalonbay Communities Inc

Real Estate
20
+ 12.27%
$207.86 - $228.08 $4.16K - $4.56K
183 $35M
PJUL
Innovator U.S. Equity Power Bu

ETFs
29.2K
+ 3264.73%
$39.81 - $42.17 $1.16M - $1.23M
30K $35.9M
Flutter Entertainment PLC
84
+ 350.0%
N/A
108 $5.32M
CRL
Charles River Laboratories International, Inc.

Healthcare
12
+ 46.15%
$150.52 - $190.14 $1.81K - $2.28K
38 $3.91M
MTZ
Mastec Inc

Industrials
1
+ 10.0%
$108.66 - $160.79 $109 - $161
11 $467K
IQV
Iqvia Holdings Inc.

Healthcare
3.21K
+ 7142.22%
$176.3 - $209.96 $567K - $675K
3.26K $7.93M
VTRS
Viatris Inc

Healthcare
151
+ 94.97%
$8.68 - $12.42 $1.31K - $1.88K
310 $1.04M
HOG
Harley Davidson, Inc.

Consumer Cyclical
56
+ 53.85%
$24.13 - $30.02 $1.35K - $1.68K
160 $2.17M
PKG
Packaging Corp Of America

Consumer Cyclical
53
+ 240.91%
$192.03 - $242.13 $10.2K - $12.8K
75 $3.96M
AAL
American Airlines Group Inc.

Industrials
61
+ 58.1%
N/A
166 $802K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
4
+ 4.71%
N/A
89 $4.75M
EFX
Equifax Inc

Industrials
7
+ 77.78%
$235.63 - $278.34 $1.65K - $1.95K
16 $1.22M
ADI
Analog Devices Inc

Technology
312
+ 101.96%
$201.56 - $243.82 $62.9K - $76.1K
618 $63.9M
PVH
Pvh Corp.

Consumer Cyclical
3
+ 11.11%
$63.81 - $107.78 $191 - $323
30 $1.75M
NSC
Norfolk Southern Corp

Industrials
3
+ 9.38%
$227.69 - $259.76 $683 - $779
35 $6.4M
A
Agilent Technologies, Inc.

Healthcare
186
+ 286.15%
$116.69 - $152.6 $21.7K - $28.4K
251 $7.6M
Te Connectivity PLC
3.11K
+ 3455.56%
N/A
3.2K $11.7M
AIZ
Assurant, Inc.

Financial Services
57
+ 211.11%
$198.92 - $218.67 $11.3K - $12.5K
84 $4.62M
GLOB
Globant S.A.

Technology
10
+ 142.86%
$117.72 - $228.73 $1.18K - $2.29K
17 $353K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
22
+ 36.67%
$221.78 - $273.45 $4.88K - $6.02K
82 $13.7M
NOCT
Innovator Growth 100 Power Buf

ETFs
762
+ 101.6%
$49.54 - $52.84 $37.7K - $40.3K
1.51K $37.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
23
+ 7.44%
$72.7 - $84.32 $1.67K - $1.94K
332 $22.3M
FDS
Factset Research Systems Inc

Financial Services
19
+ 38.78%
$427.5 - $476.51 $8.12K - $9.05K
68 $22.3M
ADM
Archer Daniels Midland CO

Consumer Defensive
8.81K
+ 14683.33%
$45.22 - $52.17 $398K - $460K
8.87K $1.73M
WIX
Wix.Com Ltd.

Technology
6
+ 23.08%
$166.36 - $246.76 $998 - $1.48K
32 $4.25M
ARGX
Argenx Se

Healthcare
210
+ 350.0%
$571.0 - $671.75 $120K - $141K
270 $35.5M
Liberty Media Corp
29
+ 8.87%
N/A
356 $28.9M
HON
Honeywell International Inc

Industrials
32
+ 30.77%
$202.75 - $226.52 $6.49K - $7.25K
136 $22M
GM
General Motors CO

Consumer Cyclical
8
+ 3.02%
$45.22 - $54.92 $362 - $439
273 $12.5M
FANG
Diamondback Energy, Inc.

Energy
44
+ 293.33%
$139.9 - $180.18 $6.16K - $7.93K
59 $799K
HUBS
Hubspot Inc

Technology
9
+ 64.29%
$571.29 - $819.71 $5.14K - $7.38K
23 $8M
JSML
Janus Detroit Str Tr Henderson

ETFs
186K
+ 49516.0%
$58.87 - $69.7 $10.9M - $12.9M
186K $22.8M
KHC
Kraft Heinz CO

Consumer Defensive
322
+ 306.67%
$28.51 - $32.22 $9.18K - $10.4K
427 $1.37M
TER
Teradyne, Inc

Technology
2
+ 4.55%
$82.6 - $140.0 $165 - $280
46 $3.64M
NXPI
Nxp Semiconductors N.V.

Technology
30.7K
+ 170650.0%
$189.99 - $245.86 $5.84M - $7.55M
30.7K $1.71M
BX
Blackstone Inc.

Financial Services
10.6K
+ 16581.25%
$136.53 - $186.74 $1.45M - $1.98M
10.7K $8.95M
VOX
Vanguard Communication Service

ETFs
1.23K
+ 372.12%
$147.73 - $169.24 $181K - $208K
1.56K $49M
RCI
Rogers Communications Inc

Communication Services
33
+ 40.74%
$26.73 - $31.05 $882 - $1.02K
114 $321K
APO
Apollo Global Management, Inc.

Financial Services
57
+ 74.03%
$126.01 - $172.06 $7.18K - $9.81K
134 $10.5M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
20
+ 51.28%
$63.82 - $127.89 $1.28K - $2.56K
59 $2.49M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1
+ 0.7%
$93.57 - $120.35 $93.6 - $120
143 $13M
SCVL
Shoe Carnival Inc

Consumer Cyclical
370
+ 339.45%
$21.24 - $32.31 $7.86K - $12K
479 $1.23M
WMT
Walmart Inc.

Consumer Defensive
260
+ 10.12%
$84.5 - $105.05 $22K - $27.3K
2.83K $230M
HLI
Houlihan Lokey, Inc.

Financial Services
72
+ 225.0%
$154.43 - $187.4 $11.1K - $13.5K
104 $3.07M
NICE
Nice Ltd.

Technology
27
+ 32.93%
$139.18 - $178.5 $3.76K - $4.82K
109 $11.4M
VNT
Vontier Corp

Technology
62
+ 39.49%
$32.1 - $40.32 $1.99K - $2.5K
219 $3.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.84K
+ 462.44%
$169.43 - $182.84 $482K - $520K
3.46K $105M
NVT
N Vent Electric PLC

Industrials
500
+ 467.29%
$52.42 - $75.4 $26.2K - $37.7K
607 $4.67M
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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