Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
METV
Listed Fds Tr Roundhill Ball M

ETFs
993
+ 14185.71%
$11.59 - $17.03 $11.5K - $16.9K
1K $17M
SNN
Smith & Nephew PLC

Healthcare
252
+ 82.89%
$24.97 - $30.63 $6.29K - $7.72K
556 $17M
GFL
Gfl Environmental Inc.

Industrials
498
+ 21.73%
$42.93 - $51.58 $21.4K - $25.7K
2.79K $141M
CF
Cf Industries Holdings, Inc.

Basic Materials
40
+ 181.82%
$68.47 - $102.48 $2.74K - $4.1K
62 $5.7M
VRSK
Verisk Analytics, Inc.

Industrials
115
+ 185.48%
$277.03 - $321.33 $31.9K - $37K
177 $55.1M
RGLD
Royal Gold Inc

Basic Materials
50
+ 1000.0%
$155.48 - $186.71 $7.77K - $9.34K
55 $9.78M
T
At&T Inc.

Communication Services
68
+ 2.19%
$26.33 - $28.94 $1.79K - $1.97K
3.18K $91.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.76K
+ 2167.9%
$11.9 - $15.57 $20.9K - $27.3K
1.84K $28.2M
CGUS
Capital Group Core Equity ETF
26
+ 4.9%
$29.93 - $36.93 $778 - $960
557 $20.6M
ABT
Abbott Laboratories

Healthcare
158
+ 32.71%
$123.95 - $138.08 $19.6K - $21.8K
641 $87.2M
FFIV
F5, Inc.

Technology
66
+ 275.0%
$239.25 - $295.9 $15.8K - $19.5K
90 $26.5M
Blackrock Inc
15
+ 107.14%
N/A
29 $30.4M
LHX
L3 Harris Technologies, Inc.

Industrials
15
+ 32.61%
$200.21 - $256.99 $3K - $3.85K
61 $15.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
82
+ 372.73%
$160.22 - $209.35 $13.1K - $17.2K
104 $21.8M
BWXT
Bwx Technologies, Inc.

Industrials
47
+ 293.75%
$89.24 - $144.06 $4.19K - $6.77K
63 $9.08M
DECK
Deckers Outdoor Corp

Consumer Cyclical
10
+ 38.46%
$100.44 - $129.37 $1K - $1.29K
36 $3.71M
RYAAY
Ryanair Holdings PLC

Industrials
177
+ 8850.0%
$39.21 - $57.84 $6.94K - $10.2K
179 $10.3M
EVR
Evercore Inc.

Financial Services
33
+ 660.0%
$163.77 - $271.5 $5.4K - $8.96K
38 $10.3M
AMP
Ameriprise Financial Inc

Financial Services
22
+ 70.97%
$422.19 - $533.73 $9.29K - $11.7K
53 $28.3M
ERJ
Embraer S.A.

Industrials
41
+ 128.13%
$40.42 - $56.91 $1.66K - $2.33K
73 $4.15M
CARR
Carrier Global Corp

Industrials
58
+ 29.44%
$55.55 - $75.83 $3.22K - $4.4K
255 $18.7M
USFD
Us Foods Holding Corp.

Consumer Defensive
179
+ 688.46%
$60.47 - $79.12 $10.8K - $14.2K
205 $15.8M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
338
+ 913.51%
$10.8 - $16.92 $3.65K - $5.72K
375 $5.15M
CME
Cme Group Inc.

Financial Services
16
+ 11.03%
$252.37 - $290.71 $4.04K - $4.65K
161 $44.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
865
+ 1395.16%
$24.38 - $30.18 $21.1K - $26.1K
927 $27.9M
IWN
Ishares Russell2000 Val ETF

ETFs
311
+ 797.44%
$131.84 - $157.76 $41K - $49.1K
350 $55.2M
LII
Lennox International Inc

Industrials
2
+ 33.33%
$508.76 - $605.77 $1.02K - $1.21K
8 $4.59M
MT
Arcelor Mittal

Basic Materials
261
+ 69.6%
$23.47 - $31.65 $6.13K - $8.26K
636 $20.1M
UBS
Ubs Group Ag

Financial Services
644
+ 894.44%
$26.12 - $33.82 $16.8K - $21.8K
716 $24.2M
EHC
Encompass Health Corp

Healthcare
77
+ 350.0%
$96.12 - $122.63 $7.4K - $9.44K
99 $12.1M
MPC
Marathon Petroleum Corp

Energy
95
+ 1187.5%
$118.55 - $170.08 $11.3K - $16.2K
103 $17.1M
SHG
Shinhan Financial Group CO LTD

Financial Services
94
+ 132.39%
N/A
165 $7.46M
PDEC
Innovator U.S. Equity Power Bu
120
+ 16.0%
N/A
870 $34.8M
HSBC
Hsbc Holdings PLC

Financial Services
21
+ 3.6%
$46.68 - $61.09 $980 - $1.28K
604 $36.7M
VOD
Vodafone Group Public LTD CO

Communication Services
681
+ 428.3%
$8.19 - $10.66 $5.58K - $7.26K
840 $8.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
105
+ 145.83%
$496.48 - $617.85 $52.1K - $64.9K
177 $109M
EWBC
East West Bancorp Inc

Financial Services
50
+ 1250.0%
$71.03 - $101.75 $3.55K - $5.09K
54 $5.45M
KKR
Kkr & Co. Inc.

Financial Services
66
+ 253.85%
$92.79 - $134.29 $6.12K - $8.86K
92 $12.2M
MTCH
Match Group, Inc.

Communication Services
53
+ 47.75%
$27.03 - $31.93 $1.43K - $1.69K
164 $5.07M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.64K
+ 5839.29%
$22.4 - $23.8 $36.6K - $38.9K
1.66K $39.6M
NKE
Nike, Inc.

Consumer Cyclical
32
+ 17.3%
$53.27 - $72.04 $1.7K - $2.31K
217 $15.4M
GIS
General Mills Inc

Consumer Defensive
38
+ 59.38%
$50.37 - $60.97 $1.91K - $2.32K
102 $5.29M
GLW
Corning Inc

Technology
35
+ 15.42%
$39.07 - $52.59 $1.37K - $1.84K
262 $13.8M
DG
Dollar General Corp

Consumer Defensive
46
+ 230.0%
$86.02 - $114.95 $3.96K - $5.29K
66 $7.55M
MDB
Mongo Db, Inc.

Technology
2
+ 11.11%
$145.85 - $225.38 $292 - $451
20 $4.2M
Innovator Capital Management LLC
1.05K
+ 3.65%
N/A
29.8K $712M
TER
Teradyne, Inc

Technology
13
+ 28.26%
$67.96 - $91.05 $883 - $1.18K
59 $5.31M
DGX
Quest Diagnostics Inc

Healthcare
63
+ 203.23%
N/A
94 $16.9M
Liberty Media Corp
116
+ 1933.33%
N/A
122 $11.6M
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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