Whipplewood Advisors, LLC New Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator ETF Trust
29K
New
N/A
29K $713M
Innovator ETF Trust
29.2K
New
N/A
29.2K $712M
Innovator ETF Trust
28.7K
New
N/A
28.7K $711M
Innovator ETF Trust
32.6K
New
N/A
32.6K $710M
ORCC
Owl Rock Capital Corp

Financial Services
43
New
N/A
43 $575M
XYLG
Global X Fds S&P 500 Covered C

ETFs
53
New
$26.14 - $28.86 $1.39K - $1.53K
53 $462M
Arista Networks Inc
41.6K
New
N/A
41.6K $204M
Lam Research Corp
1.06K
New
N/A
1.06K $113M
VCIT
Vanguard Intermediate Term Cor

ETFs
914
New
$79.17 - $82.04 $72.4K - $75K
914 $49.9M
IOT
Samsara Inc.

Technology
243
New
$34.06 - $60.96 $8.28K - $14.8K
243 $37.5M
FIX
Comfort Systems Usa Inc

Industrials
43
New
$313.26 - $550.27 $13.5K - $23.7K
43 $26.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
44
New
$44.72 - $46.25 $1.97K - $2.04K
44 $26.7M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
33
New
$44.81 - $46.22 $1.48K - $1.53K
33 $24.9M
COMP
Compass, Inc.

Technology
2.35K
New
$5.35 - $10.24 $12.6K - $24K
2.35K $21.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
38
New
$95.85 - $99.25 $3.64K - $3.77K
38 $19.7M
VV
Vanguard Large Cap ETF

ETFs
294
New
$253.32 - $282.66 $74.5K - $83.1K
294 $19.3M
ENB
Enbridge Inc

Energy
274
New
$41.54 - $45.45 $11.4K - $12.5K
274 $18.7M
VO
Vanguard Mid Cap ETF

ETFs
2.97K
New
$251.87 - $277.95 $747K - $824K
2.97K $13.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
848
New
$57.44 - $59.3 $48.7K - $50.3K
848 $9.92M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
51
New
$126.86 - $146.45 $6.47K - $7.47K
51 $9.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
136
New
$25.54 - $27.64 $3.47K - $3.76K
136 $9.13M
APLD
Applied Blockchain, Inc.

Financial Services
272
New
$5.72 - $10.65 $1.56K - $2.9K
272 $8.71M
Peakstone Realty Trust Us
7
New
N/A
7 $8.56M
IWM
Ishares Russell 2000 ETF

ETFs
59
New
$198.1 - $229.79 $11.7K - $13.6K
59 $7.78M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
74
New
$90.0 - $96.32 $6.66K - $7.13K
74 $7.66M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
17
New
$36.63 - $37.45 $623 - $637
17 $6.92M
IWR
Ishares Russell Mid Cap ETF

ETFs
83
New
$82.81 - $92.93 $6.87K - $7.71K
83 $6.21M
ETSY
Etsy Inc

Consumer Cyclical
38
New
$44.4 - $57.29 $1.69K - $2.18K
38 $5.76M
IWP
Ishares Russell Mid Cap Growth

ETFs
73
New
$114.9 - $139.6 $8.39K - $10.2K
73 $5.64M
IWS
Ishares Russell Midcap Value E

ETFs
48
New
$122.59 - $135.24 $5.88K - $6.49K
48 $4.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.61K
New
$64.88 - $72.1 $104K - $116K
1.61K $4.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
350
New
$92.45 - $106.69 $32.4K - $37.3K
350 $4.55M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8
New
$23.92 - $26.89 $191 - $215
8 $3.98M
Brookfield Brp Holdings Canada
7
New
N/A
7 $3.8M
EFV
Msci Eafe Value ETF

ETFs
5.36K
New
$51.88 - $60.73 $278K - $325K
5.36K $3.48M
Sei Exchange Traded Funds
430
New
N/A
430 $3.26M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
65
New
$59.28 - $66.1 $3.85K - $4.3K
65 $3.24M
IWD
Ishares Russell 1000 Val ETF

ETFs
177
New
$182.82 - $196.21 $32.4K - $34.7K
177 $3.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
33.7K
New
$49.42 - $50.43 $1.66M - $1.7M
33.7K $3.15M
Core Natural Resources Inc
402
New
N/A
402 $2.47M
LII
Lennox International Inc

Industrials
6
New
$553.05 - $666.93 $3.32K - $4K
6 $2.24M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
764
New
$16.18 - $17.82 $12.4K - $13.6K
764 $2.21M
Westaim Hiig LP
262K
New
N/A
262K $2.01M
KSS
Kohls Corp

Consumer Cyclical
652
New
$8.06 - $14.12 $5.26K - $9.21K
652 $1.36M
MTRX
Matrix Service CO

Industrials
13
New
$11.72 - $15.37 $152 - $200
13 $1.33M
Qiagen Nv
7
New
N/A
7 $1.21M
ZBRA
Zebra Technologies Corp

Technology
14
New
$271.72 - $421.11 $3.8K - $5.9K
14 $1.13M
Millrose Properties Inc
131
New
N/A
131 $1.11M
INGN
Inogen Inc

Healthcare
16
New
$6.8 - $12.53 $109 - $200
16 $1.07M
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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