Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DB
Deutsche Bank Aktiengesellschaft

Financial Services
547
+ 536.27%
$19.5 - $30.4 $10.7K - $16.6K
649 $19M
AMAT
Applied Materials Inc

Technology
163
+ 105.16%
$126.95 - $183.52 $20.7K - $29.9K
318 $58.2M
ADSK
Autodesk, Inc.

Technology
17
+ 25.0%
N/A
85 $26.3M
AXON
Axon Enterprise, Inc.

Industrials
27
+ 192.86%
$497.13 - $827.94 $13.4K - $22.4K
41 $33.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
8
+ 0.4%
$137.62 - $174.44 $1.1K - $1.4K
2.02K $330M
HDB
Hdfc Bank LTD

Financial Services
290
+ 111.97%
$63.78 - $77.48 $18.5K - $22.5K
549 $42.1M
Core Scientific Inc
534
+ 99.44%
N/A
1.07K $18.3M
Celestica Inc
23
+ 18.11%
N/A
150 $23.4M
ABC
Amerisourcebergen Corp

Healthcare
64
+ 11.76%
N/A
608 $182M
ROK
Rockwell Automation, Inc

Industrials
18
+ 47.37%
$218.97 - $332.17 $3.94K - $5.98K
56 $18.6M
RELX
Relx PLC

Communication Services
233
+ 15.68%
$45.31 - $55.66 $10.6K - $13K
1.72K $93.4M
Cava Group Inc
476
+ 380.8%
N/A
601 $50.6M
TXN
Texas Instruments Inc

Technology
6
+ 3.87%
N/A
161 $33.4M
Smurfit West Rock PLC
342
+ 50.0%
N/A
1.03K $44.3M
NTAP
Net App, Inc.

Technology
123
+ 279.55%
$76.1 - $106.55 $9.36K - $13.1K
167 $17.8M
Coherent Corp
90
+ 89.11%
N/A
191 $17M
BAC
Bank Of America Corp

Financial Services
1.21K
+ 1027.12%
$34.39 - $47.46 $41.7K - $57.5K
1.33K $62.9M
VBR
Vanguard Small Cap Value ETF

ETFs
650
+ 246.21%
$162.76 - $195.77 $106K - $127K
914 $178M
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.45K
+ 114900.0%
$6.28 - $9.67 $21.6K - $33.3K
3.45K $32.4M
DAL
Delta Air Lines, Inc.

Industrials
42
+ 21.0%
$35.88 - $52.99 $1.51K - $2.23K
242 $11.9M
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 25.12%
$243.75 - $303.93 $12.9K - $16.1K
264 $80.2M
ENB
Enbridge Inc

Energy
308
+ 112.41%
$41.09 - $47.16 $12.7K - $14.5K
582 $26.4M
TDG
Trans Digm Group Inc

Industrials
46
+ 511.11%
$1231.75 - $1520.64 $56.7K - $69.9K
55 $83.6M
SPGI
S&P Global Inc.

Financial Services
6
+ 3.3%
$438.31 - $527.29 $2.63K - $3.16K
188 $99.1M
JBL
Jabil Inc

Technology
75
+ 625.0%
$116.88 - $218.1 $8.77K - $16.4K
87 $19M
SAN
Banco Santander, S.A.

Financial Services
4.98K
+ 35550.0%
$5.72 - $8.32 $28.5K - $41.4K
4.99K $41.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
299
+ 55.17%
$58.52 - $71.7 $17.5K - $21.4K
841 $57.8M
Rb Global Inc
137
+ 42.95%
N/A
456 $48.4M
APLD
Applied Blockchain, Inc.

Financial Services
1.28K
+ 469.85%
$3.53 - $13.86 $4.51K - $17.7K
1.55K $15.6M
ING
Ing Groep Nv

Financial Services
539
+ 17.85%
$16.62 - $21.98 $8.96K - $11.8K
3.56K $77.8M
HEI
Heico Corp

Industrials
38
+ 51.35%
$236.44 - $328.0 $8.98K - $12.5K
112 $36.7M
MNST
Monster Beverage Corp

Consumer Defensive
813
+ 597.79%
$55.01 - $64.24 $44.7K - $52.2K
949 $59.4M
THC
Tenet Healthcare Corp

Healthcare
13
+ 20.0%
$110.41 - $176.0 $1.44K - $2.29K
78 $13.7M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
29.2K
+ 68.97%
$10.29 - $11.24 $301K - $329K
71.6K $782M
IOT
Samsara Inc.

Technology
850
+ 349.79%
$33.46 - $47.74 $28.4K - $40.6K
1.09K $43.5M
IJAN
Innovator Etfs Tr Intl Dev Pwr
1.89K
+ 217.24%
N/A
2.76K $94.4M
Nat West Group PLC
283
+ 12.29%
N/A
2.59K $36.6M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
76
+ 10.28%
$89.4 - $99.04 $6.79K - $7.53K
815 $78.8M
STM
St Microelectronics N.V.

Technology
13
+ 6.22%
$17.78 - $30.41 $231 - $395
222 $6.75M
CAG
Conagra Brands Inc.

Consumer Defensive
330
+ 169.23%
$20.4 - $26.78 $6.73K - $8.84K
525 $10.7M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.54K
+ 5907.69%
$37.51 - $45.52 $57.6K - $69.9K
1.56K $70.7M
IT
Gartner Inc

Technology
8
+ 53.33%
$377.5 - $449.52 $3.02K - $3.6K
23 $9.3M
BJAN
Innovator U.S. Equity Buffer E

ETFs
685
+ 138.38%
$42.58 - $50.22 $29.2K - $34.4K
1.18K $59.3M
EXEL
Exelixis, Inc.

Healthcare
93
+ 86.11%
$34.13 - $46.26 $3.17K - $4.3K
201 $8.86M
EOCT
Innovator Etfs Tr Emerging Mar
1.36K
+ 658.74%
N/A
1.56K $44.2M
ETSY
Etsy Inc

Consumer Cyclical
154
+ 405.26%
$40.8 - $63.88 $6.28K - $9.84K
192 $9.63M
KEY
Keycorp

Financial Services
2.56K
+ 6927.03%
$13.23 - $17.42 $33.9K - $44.6K
2.6K $45.3M
BJUL
Innovator U.S. Equity Buffer E

ETFs
42
+ 4.7%
$39.61 - $47.13 $1.66K - $1.98K
935 $44.1M
ASTS
Ast Space Mobile, Inc.

Communication Services
147
+ 4900.0%
$20.07 - $51.83 $2.95K - $7.62K
150 $7.01M
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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