Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.31K
New
$12.27 - $15.41 $16.1K - $20.2K
1.31K $19M
VTR
Ventas, Inc.

Real Estate
321
New
$57.73 - $66.48 $18.5K - $21.3K
321 $18.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
81
New
$173.13 - $258.09 $14K - $20.9K
81 $18.7M
MT
Arcelor Mittal

Basic Materials
794
New
$22.93 - $26.51 $18.2K - $21K
794 $18.4M
CAH
Cardinal Health Inc

Healthcare
155
New
$107.89 - $125.33 $16.7K - $19.4K
155 $18.3M
CGUS
Capital Group Core Equity ETF
520
New
$33.96 - $36.24 $17.7K - $18.8K
520 $18.2M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
286
New
N/A
286 $18.1M
ZTS
Zoetis Inc.

Healthcare
110
New
$162.24 - $194.42 $17.8K - $21.4K
110 $17.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
45
New
$366.65 - $427.88 $16.5K - $19.3K
45 $17.8M
CARR
Carrier Global Corp

Industrials
261
New
$66.69 - $82.65 $17.4K - $21.6K
261 $17.8M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.82K
New
$9.25 - $10.62 $16.8K - $19.3K
1.82K $17.7M
EQH
Equitable Holdings, Inc.

Financial Services
372
New
$41.59 - $50.4 $15.5K - $18.7K
372 $17.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
160
New
$107.06 - $123.74 $17.1K - $19.8K
160 $17.5M
CHE
Chemed Corp

Healthcare
33
New
$517.44 - $613.19 $17.1K - $20.2K
33 $17.5M
FFIV
F5, Inc.

Technology
69
New
$213.56 - $263.36 $14.7K - $18.2K
69 $17.4M
PHM
Pultegroup Inc

Consumer Cyclical
158
New
$108.86 - $149.04 $17.2K - $23.5K
158 $17.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
330
New
$51.54 - $52.55 $17K - $17.3K
330 $17.1M
NKE
Nike, Inc.

Consumer Cyclical
225
New
$73.36 - $89.13 $16.5K - $20.1K
225 $17M
EQIX
Equinix Inc

Real Estate
18
New
$865.69 - $985.0 $15.6K - $17.7K
18 $17M
SBUX
Starbucks Corp

Consumer Cyclical
184
New
$87.44 - $102.5 $16.1K - $18.9K
184 $16.8M
HUBB
Hubbell Inc

Industrials
40
New
$418.89 - $472.12 $16.8K - $18.9K
40 $16.8M
HRB
H&R Block Inc

Consumer Cyclical
312
New
$52.14 - $63.36 $16.3K - $19.8K
312 $16.5M
CBOE
Cboe Global Markets, Inc.

Financial Services
84
New
$191.61 - $217.84 $16.1K - $18.3K
84 $16.4M
KMI
Kinder Morgan, Inc.

Energy
598
New
$22.59 - $28.54 $13.5K - $17.1K
598 $16.4M
KLAC
Kla Corp

Technology
26
New
$614.46 - $829.55 $16K - $21.6K
26 $16.4M
CEG
Constellation Energy Corp

Utilities
73
New
$224.28 - $285.52 $16.4K - $20.8K
73 $16.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
211
New
$77.02 - $78.58 $16.3K - $16.6K
211 $16.3M
ECL
Ecolab Inc.

Basic Materials
69
New
$234.32 - $261.43 $16.2K - $18K
69 $16.2M
AEP
American Electric Power CO Inc

Utilities
173
New
$90.91 - $102.21 $15.7K - $17.7K
173 $16M
DFS
Discover Financial Services

Financial Services
90
New
$136.3 - $182.67 $12.3K - $16.4K
90 $15.6M
STLD
Steel Dynamics Inc

Basic Materials
136
New
N/A
136 $15.5M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
142
New
$97.09 - $120.01 $13.8K - $17K
142 $15.3M
MPC
Marathon Petroleum Corp

Energy
110
New
$131.65 - $174.84 $14.5K - $19.2K
110 $15.3M
LNG
Cheniere Energy, Inc.

Energy
71
New
$181.07 - $225.92 $12.9K - $16K
71 $15.3M
PPL
Ppl Corp

Utilities
463
New
$31.47 - $35.0 $14.6K - $16.2K
463 $15M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
60
New
$229.83 - $258.46 $13.8K - $15.5K
60 $14.8M
AON
Aon PLC

Financial Services
41
New
$344.14 - $393.31 $14.1K - $16.1K
41 $14.7M
LHX
L3 Harris Technologies, Inc.

Industrials
70
New
$208.94 - $264.22 $14.6K - $18.5K
70 $14.7M
Goldman Sachs ETF Trust
300
New
N/A
300 $14.7M
VLO
Valero Energy Corp

Energy
119
New
$118.59 - $144.02 $14.1K - $17.1K
119 $14.6M
MNST
Monster Beverage Corp

Consumer Defensive
276
New
$49.24 - $56.38 $13.6K - $15.6K
276 $14.5M
METV
Listed Fds Tr Roundhill Ball M

ETFs
1K
New
$13.21 - $15.35 $13.2K - $15.4K
1K $14.4M
GM
General Motors CO

Consumer Cyclical
265
New
$44.82 - $60.2 $11.9K - $16K
265 $14.1M
CI
Cigna Corp

Healthcare
51
New
$265.59 - $358.58 $13.5K - $18.3K
51 $14.1M
Core Scientific Inc
999
New
N/A
999 $14M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
128
New
$108.6 - $115.42 $13.9K - $14.8K
128 $14M
NICE
Nice Ltd.

Technology
82
New
$164.71 - $199.17 $13.5K - $16.3K
82 $13.9M
COF
Capital One Financial Corp

Financial Services
78
New
$145.19 - $192.01 $11.3K - $15K
78 $13.9M
PGR
Progressive Corp

Financial Services
58
New
$239.6 - $268.88 $13.9K - $15.6K
58 $13.9M
Activity Summary
Buys All Purchases 1184 New Holdings 1184 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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