Whipplewood Advisors, LLC Incresed Positions in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NWSA
News Corp

Communication Services
61
+ 1525.0%
$23.97 - $29.72 $1.46K - $1.81K
65 $1.93M
TJX
Tjx Companies Inc

Consumer Cyclical
44
+ 7.99%
$119.13 - $135.03 $5.24K - $5.94K
595 $73.5M
Aegon LTD
151
+ 215.71%
N/A
221 $1.6M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 6.67%
$153.99 - $182.0 $154 - $182
16 $2.89M
OXY
Occidental Petroleum Corp

Energy
83
+ 14.56%
$36.11 - $49.33 $3K - $4.09K
653 $27.4M
LEA
Lear Corp

Consumer Cyclical
16
+ 400.0%
$75.18 - $95.54 $1.2K - $1.53K
20 $1.9M
ERIC
Ericsson Lm Telephone CO

Technology
99
+ 130.26%
$6.77 - $8.86 $670 - $877
175 $1.48M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
82
+ 1025.0%
$12.82 - $18.15 $1.05K - $1.49K
90 $1.51M
FNB
Fnb Corp

Financial Services
45
+ 71.43%
$11.48 - $14.58 $517 - $656
108 $1.58M
ATR
Aptargroup, Inc.

Healthcare
3
+ 25.0%
$133.66 - $158.53 $401 - $476
15 $2.35M
Amentum Holdings Inc
17
+ 425.0%
N/A
21 $496K
DBX
Dropbox, Inc.

Technology
46
+ 383.33%
$25.42 - $29.7 $1.17K - $1.37K
58 $1.66M
ALLY
Ally Financial Inc.

Financial Services
40
+ 1000.0%
$30.09 - $38.95 $1.2K - $1.56K
44 $1.71M
PNM
Pnm Resources Inc

Utilities
35
+ 1750.0%
N/A
37 $2.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
356
+ 34.0%
$63.54 - $68.5 $22.6K - $24.4K
1.4K $94.6M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
9
+ 30.0%
$16.1 - $20.85 $145 - $188
39 $813K
LKFN
Lakeland Financial Corp

Financial Services
39
+ 557.14%
$51.45 - $61.84 $2.01K - $2.41K
46 $2.83M
CNI
Canadian National Railway CO

Industrials
2
+ 18.18%
$92.66 - $108.13 $185 - $216
13 $1.35M
CWK
Cushman & Wakefield PLC

Real Estate
85
+ 566.67%
$7.9 - $11.13 $672 - $946
100 $1.11M
HAL
Halliburton CO

Energy
134
+ 161.45%
$19.26 - $25.7 $2.58K - $3.44K
217 $4.42M
K
Kellogg CO

Consumer Defensive
52
+ 1300.0%
$77.85 - $82.88 $4.05K - $4.31K
56 $4.45M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
53
+ 588.89%
$15.5 - $20.28 $822 - $1.07K
62 $1.26M
WELL
Welltower Inc.

Real Estate
35
+ 1.27%
$136.49 - $155.22 $4.78K - $5.43K
2.8K $430M
AZEK
Azek CO Inc.

Industrials
6
+ 75.0%
$43.39 - $54.86 $260 - $329
14 $761K
CARG
Car Gurus, Inc.

Communication Services
11
+ 183.33%
$25.19 - $33.64 $277 - $370
17 $569K
Hamilton Insurance Group LTD
39
+ 88.64%
N/A
83 $1.79M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
67
+ 1116.67%
$16.37 - $18.59 $1.1K - $1.25K
73 $1.35M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
10
+ 500.0%
$96.02 - $124.33 $960 - $1.24K
12 $1.38M
BUSE
First Busey Corp

Financial Services
50
+ 5000.0%
$19.2 - $23.42 $960 - $1.17K
51 $1.17M
LBRDA
Liberty Broadband Corp

Communication Services
4
+ 400.0%
$72.28 - $100.2 $289 - $401
5 $489K
F
Ford Motor CO

Consumer Cyclical
22
+ 4.26%
$8.69 - $10.85 $191 - $239
538 $5.84M
ABEV
Ambev S.A.

Consumer Defensive
187
+ 39.37%
$2.15 - $2.55 $402 - $477
662 $1.6M
MGA
Magna International Inc

Consumer Cyclical
2
+ 22.22%
$30.82 - $38.61 $61.6 - $77.2
11 $425K
RDN
Radian Group Inc

Financial Services
3
+ 21.43%
$30.48 - $36.53 $91.4 - $110
17 $612K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
6
+ 100.0%
$56.27 - $73.32 $338 - $440
12 $874K
CUZ
Cousins Properties Inc

Real Estate
48
+ 154.84%
$25.15 - $30.53 $1.21K - $1.47K
79 $2.37M
HIW
Highwoods Properties, Inc.

Real Estate
8
+ 50.0%
$25.31 - $31.85 $202 - $255
24 $746K
HOMB
Home Bancshares Inc

Financial Services
168
+ 4200.0%
$25.05 - $29.62 $4.21K - $4.98K
172 $4.9M
QS
Quantum Scape Corp

Consumer Cyclical
1.56K
+ 2047.37%
$3.47 - $7.65 $5.4K - $11.9K
1.63K $11M
HOUS
Anywhere Real Estate Inc.

Real Estate
31
+ 344.44%
$2.88 - $4.08 $89.3 - $126
40 $145K
MET
Metlife Inc

Financial Services
79
+ 3950.0%
$68.42 - $82.49 $5.41K - $6.52K
81 $6.51M
CNP
Centerpoint Energy Inc

Utilities
8
+ 61.54%
$35.5 - $39.05 $284 - $312
21 $772K
AIN
Albany International Corp

Consumer Cyclical
7
+ 350.0%
$59.75 - $70.94 $418 - $497
9 $631K
ESI
Element Solutions Inc

Basic Materials
236
+ 1026.09%
$17.5 - $22.96 $4.13K - $5.42K
259 $5.87M
DIN
Dine Brands Global, Inc.

Consumer Cyclical
1
+ 14.29%
$18.77 - $27.82 $18.8 - $27.8
8 $195K
NCNO
N Cino, Inc.

Technology
6
+ 85.71%
$21.45 - $28.12 $129 - $169
13 $364K
STAG
Stag Industrial, Inc.

Real Estate
8
+ 40.0%
$30.08 - $37.02 $241 - $296
28 $1.02M
Nano Dimension LTD
47
+ 276.47%
N/A
64 $317K
CBSH
Commerce Bancshares Inc

Financial Services
10
+ 47.62%
$55.42 - $65.63 $554 - $656
31 $1.93M
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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