Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLM
Martin Marietta Materials Inc

Basic Materials
368
+ 593.55%
$460.39 - $552.64 $169K - $203K
430 $20.1M
MCO
Moodys Corp

Financial Services
109
+ 70.32%
$437.8 - $527.48 $47.7K - $57.5K
264 $60.5M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
39K
+ 59.63%
$9.88 - $10.25 $385K - $400K
104K $648M
MS
Morgan Stanley

Financial Services
281K
+ 24340.47%
$111.68 - $141.08 $31.4M - $39.6M
282K $130M
ARKQ
Ark Autonomous Technology & Ro

ETFs
10.3K
+ 733.9%
$65.76 - $84.94 $679K - $877K
11.7K $93.2M
WST
West Pharmaceutical Services Inc

Healthcare
186
+ 248.0%
$199.11 - $347.87 $37K - $64.7K
261 $8.73M
SYY
Sysco Corp

Consumer Defensive
998
+ 37.22%
$70.0 - $77.13 $69.9K - $77K
3.68K $187M
DHR
Danaher Corp

Healthcare
6
+ 0.7%
$201.62 - $250.59 $1.21K - $1.5K
867 $178M
RYLD
Global X Fds Russell 2000 Cove

ETFs
21.9K
+ 990.14%
$14.93 - $16.85 $327K - $369K
24.1K $15.9M
ROST
Ross Stores, Inc.

Consumer Cyclical
776
+ 91.73%
$123.3 - $154.95 $95.7K - $120K
1.62K $107M
MA
Mastercard Inc

Financial Services
35
+ 9.31%
$504.67 - $576.31 $17.7K - $20.2K
411 $175M
SCHA
Schwab Strategic Tr Us Small C

ETFs
56.6K
+ 610.65%
$23.16 - $27.04 $1.31M - $1.53M
65.9K $216M
ENTG
Entegris Inc

Technology
31
+ 2.43%
$87.48 - $109.53 $2.71K - $3.4K
1.31K $100M
GDDY
Go Daddy Inc.

Technology
18.7K
+ 2445.87%
$172.13 - $214.35 $3.21M - $4M
19.4K $124M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
22.7K
+ 477.19%
$96.88 - $111.25 $2.2M - $2.53M
27.5K $472M
ORCL
Oracle Corp

Technology
8
+ 0.72%
$139.81 - $186.47 $1.12K - $1.49K
1.12K $156M
First Trust Et Fs/Usa
93.1K
+ 330.55%
N/A
121K $574M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
33.5K
+ 979.98%
$110.9 - $132.93 $3.71M - $4.45M
36.9K $387M
ADBE
Adobe Inc.

Technology
189
+ 24.67%
$377.84 - $464.11 $71.4K - $87.7K
955 $297M
Astera Labs Inc
119
+ 24.04%
N/A
614 $20.5M
VRT
Vertiv Holdings CO

Industrials
21.4K
+ 2272.53%
N/A
22.4K $61.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
5
+ 0.25%
$158.1 - $217.71 $791 - $1.09K
2.01K $317M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
16.4K
+ 134.15%
$40.15 - $47.73 $659K - $783K
28.6K $498M
ETN
Eaton Corp PLC

Industrials
16.6K
+ 4072.55%
$271.83 - $371.23 $4.52M - $6.17M
17K $54.9M
GOOG
Alphabet Inc.

Communication Services
122
+ 3.85%
$156.06 - $207.71 $19K - $25.3K
3.29K $521M
VUG
Vanguard Growth ETF

ETFs
3.13K
+ 98.34%
$369.1 - $427.61 $1.16M - $1.34M
6.32K $1.19B
Ge Vernova Inc
152
+ 19.19%
N/A
944 $125M
GOOGL
Alphabet Inc.

Communication Services
67
+ 1.25%
$154.33 - $206.19 $10.3K - $13.8K
5.44K $817M
AAPL
Apple Inc.

Technology
1.04K
+ 5.77%
$209.68 - $247.1 $217K - $256K
19K $3.9B
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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