Whipplewood Advisors, LLC Incresed Positions in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LAMR
Lamar Advertising CO

Real Estate
8
+ 114.29%
$110.65 - $132.9 $885 - $1.06K
15 $796K
MHO
M/I Homes, Inc.

Consumer Cyclical
30
+ 1000.0%
$113.46 - $138.33 $3.4K - $4.15K
33 $343K
FHB
First Hawaiian, Inc.

Financial Services
253
+ 683.78%
$24.13 - $28.18 $6.1K - $7.13K
290 $904K
WTM
White Mountains Insurance Group LTD

Financial Services
26
+ 866.67%
$1818.58 - $1983.07 $47.3K - $51.6K
29 $5.78M
RMD
Resmed Inc

Healthcare
2
+ 16.67%
$219.7 - $257.65 $439 - $515
14 $2.69M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
26
+ 371.43%
$141.31 - $175.89 $3.67K - $4.57K
33 $1.01M
FIVE
Five Below, Inc

Consumer Cyclical
16
+ 800.0%
$72.25 - $103.2 $1.16K - $1.65K
18 $150K
EE
Excelerate Energy, Inc.

Utilities
95
+ 250.0%
$27.92 - $32.38 $2.65K - $3.08K
133 $1.09M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
666
+ 403.64%
$20.71 - $21.15 $13.8K - $14.1K
831 $3.42M
KEX
Kirby Corp

Industrials
76
+ 584.62%
$95.1 - $112.81 $7.23K - $8.57K
89 $1.31M
EPC
Edgewell Personal Care CO

Consumer Defensive
79
+ 303.85%
$28.59 - $34.44 $2.26K - $2.72K
105 $811K
VMI
Valmont Industries Inc

Industrials
24
+ 800.0%
$285.5 - $376.98 $6.85K - $9.05K
27 $856K
Kronos I Uk LTD
11
+ 275.0%
N/A
15 $427K
STX
Seagate Technology Holdings PLC

Technology
109
+ 218.0%
$84.92 - $108.42 $9.26K - $11.8K
159 $4.25M
CDW
Cdw Corp

Technology
145
+ 2900.0%
$160.26 - $206.13 $23.2K - $29.9K
150 $801K
BWA
Borgwarner Inc

Consumer Cyclical
30
+ 136.36%
$27.78 - $32.9 $833 - $987
52 $630K
MPWR
Monolithic Power Systems Inc

Technology
785
+ 13083.33%
$565.7 - $720.25 $444K - $565K
791 $3.48M
MATW
Matthews International Corp

Industrials
94
+ 723.08%
$22.52 - $31.33 $2.12K - $2.95K
107 $289K
CHRD
Oasis Petroleum Inc.

Energy
6
+ 35.29%
$101.34 - $127.78 $608 - $767
23 $1.92M
MBLY
Mobileye Global Inc.
3.44K
+ 26438.46%
$14.24 - $21.85 $48.9K - $75.1K
3.45K $187K
STVN
Stevanato Group S.P.A.

Healthcare
20
+ 36.36%
$18.11 - $24.11 $362 - $482
75 $1.12M
CG
Carlyle Group Inc.

Financial Services
561
+ 5100.0%
$40.03 - $56.96 $22.5K - $32K
572 $479K
UFPI
Ufp Industries Inc

Basic Materials
14
+ 100.0%
$103.91 - $118.67 $1.45K - $1.66K
28 $1.5M
INFY
Infosys LTD

Technology
597
+ 2713.64%
$18.06 - $22.89 $10.8K - $13.7K
619 $402K
QTJA
Innovator Etfs Tr Growth Accel
35.8K
+ 70188.24%
N/A
35.8K $1.2M
WD
Walker & Dunlop, Inc.

Financial Services
24
+ 342.86%
$82.09 - $96.76 $1.97K - $2.32K
31 $598K
DOV
Dover Corp

Industrials
76
+ 1085.71%
$174.65 - $206.43 $13.3K - $15.7K
83 $1.23M
FRST
Primis Financial Corp.

Financial Services
21.7K
+ 47265.22%
$9.66 - $11.59 $210K - $252K
21.8K $449K
IFF
International Flavors & Fragrances Inc

Basic Materials
88
+ 628.57%
$76.48 - $87.72 $6.73K - $7.72K
102 $1.09M
PCTY
Paylocity Holding Corp

Technology
34
+ 425.0%
$183.21 - $217.86 $6.23K - $7.41K
42 $1.5M
UVSP
Univest Financial Corp

Financial Services
184
+ 211.49%
$27.52 - $31.63 $5.06K - $5.82K
271 $2.47M
AMG
Affiliated Managers Group, Inc.

Financial Services
11
+ 183.33%
$154.65 - $189.71 $1.7K - $2.09K
17 $1.01M
AOS
Smith A O Corp

Industrials
2.36K
+ 6566.67%
$65.16 - $72.69 $154K - $172K
2.4K $2.35M
LIVN
Liva Nova PLC

Healthcare
25
+ 166.67%
$37.02 - $50.73 $926 - $1.27K
40 $589K
HQY
Healthequity, Inc.

Healthcare
759
+ 5060.0%
$84.32 - $114.51 $64K - $86.9K
774 $1.33M
SMG
Scotts Miracle Gro CO

Basic Materials
40
+ 400.0%
$54.76 - $77.7 $2.19K - $3.11K
50 $549K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
73.2K
+ 435.55%
$9.93 - $10.39 $727K - $760K
90K $169M
BILL
Bill.Com Holdings, Inc.

Technology
8
+ 266.67%
$43.59 - $97.07 $349 - $777
11 $138K
DTM
Dt Midstream, Inc.

Energy
101
+ 252.5%
$86.95 - $113.75 $8.78K - $11.5K
141 $3.86M
TFX
Teleflex Inc

Healthcare
231
+ 7700.0%
$130.79 - $183.66 $30.2K - $42.4K
234 $415K
RXST
Rx Sight, Inc.

Healthcare
166
+ 1276.92%
$24.37 - $35.84 $4.05K - $5.95K
179 $328K
KWR
Quaker Chemical Corp

Basic Materials
16
+ 228.57%
$123.61 - $145.39 $1.98K - $2.33K
23 $865K
INGR
Ingredion Inc

Consumer Defensive
376
+ 737.25%
$125.6 - $137.36 $47.2K - $51.6K
427 $6.9M
Fortrea Holdings Inc
67
+ 609.09%
N/A
78 $83K
Lazard Inc
5
+ 33.33%
N/A
20 $650K
CMA
Comerica Inc

Financial Services
27
+ 61.36%
$56.11 - $68.38 $1.51K - $1.85K
71 $2.6M
ACM
Aecom

Industrials
212
+ 2355.56%
$92.54 - $111.05 $19.6K - $23.5K
221 $835K
ALL
Allstate Corp

Financial Services
29
+ 59.18%
$180.99 - $210.18 $5.25K - $6.1K
78 $9.32M
NYT
New York Times CO

Communication Services
4
+ 7.14%
$46.9 - $55.89 $188 - $224
60 $2.78M
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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