Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOV
Nov Inc.

Energy
55
New
$14.06 - $16.79 $773 - $923
55 $803K
UGI
Ugi Corp

Utilities
28
New
$23.24 - $30.37 $651 - $850
28 $790K
FLR
Fluor Corp

Industrials
16
New
$46.92 - $58.93 $751 - $943
16 $789K
ALLE
Allegion PLC

Industrials
6
New
$130.63 - $153.36 $784 - $920
6 $784K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
39
New
$18.24 - $21.74 $711 - $848
39 $775K
Lazard Inc
15
New
N/A
15 $772K
PRGO
Perrigo CO PLC

Healthcare
30
New
$24.18 - $28.91 $725 - $867
30 $771K
LNT
Alliant Energy Corp

Utilities
13
New
$56.24 - $63.63 $731 - $827
13 $769K
EPR
Epr Properties

Real Estate
17
New
$43.17 - $49.39 $734 - $840
17 $753K
NKTR
Nektar Therapeutics

Healthcare
800
New
$0.9 - $1.45 $720 - $1.16K
800 $744K
HIW
Highwoods Properties, Inc.

Real Estate
24
New
$29.37 - $36.37 $705 - $873
24 $734K
LGFA
Lions Gate Entmt Corp Cl A Vtg
86
New
N/A
86 $734K
MKSI
Mks Instruments Inc

Technology
7
New
$98.56 - $117.93 $690 - $826
7 $731K
CUBI
Customers Bancorp, Inc.

Financial Services
15
New
$44.23 - $57.66 $663 - $865
15 $730K
FOUR
Shift4 Payments, Inc.

Technology
7
New
$88.26 - $114.95 $618 - $805
7 $726K
ACCO
Acco Brands Corp

Industrials
138
New
$4.81 - $6.32 $664 - $872
138 $725K
AIN
Albany International Corp

Consumer Cyclical
9
New
$67.92 - $87.46 $611 - $787
9 $720K
DEI
Douglas Emmett Inc

Real Estate
38
New
$17.33 - $20.32 $659 - $772
38 $705K
EPAM
Epam Systems, Inc.

Technology
3
New
N/A
3 $702K
BWA
Borgwarner Inc

Consumer Cyclical
22
New
$31.48 - $35.49 $693 - $781
22 $699K
SWI
Solar Winds Corp

Technology
49
New
$12.42 - $14.84 $609 - $727
49 $698K
LIVN
Liva Nova PLC

Healthcare
15
New
$45.7 - $53.85 $686 - $808
15 $695K
CWENA
Clearway Energy Inc Cl A
28
New
N/A
28 $685K
WD
Walker & Dunlop, Inc.

Financial Services
7
New
$95.69 - $116.27 $670 - $814
7 $680K
GTLB
Gitlab Inc.

Technology
12
New
$48.76 - $67.19 $585 - $806
12 $676K
DLTR
Dollar Tree, Inc.

Consumer Defensive
9
New
$61.21 - $76.19 $551 - $686
9 $675K
FNF
Fidelity National Financial, Inc.

Financial Services
12
New
$55.19 - $63.83 $662 - $766
12 $674K
BMRC
Bank Of Marin Bancorp

Financial Services
28
New
$19.26 - $26.57 $539 - $744
28 $666K
CNP
Centerpoint Energy Inc

Utilities
21
New
$28.58 - $32.66 $600 - $686
21 $666K
AZEK
Azek CO Inc.

Industrials
14
New
$42.23 - $54.76 $591 - $767
14 $665K
SMG
Scotts Miracle Gro CO

Basic Materials
10
New
$65.14 - $93.47 $651 - $935
10 $663K
CCK
Crown Holdings Inc

Consumer Cyclical
8
New
$81.89 - $97.79 $655 - $782
8 $662K
BCO
Brinks CO

Industrials
7
New
$89.25 - $114.23 $625 - $800
7 $649K
CARG
Car Gurus, Inc.

Communication Services
17
New
$29.05 - $38.78 $494 - $659
17 $621K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
23
New
$26.39 - $35.74 $607 - $822
23 $617K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
11
New
$46.91 - $67.33 $516 - $741
11 $616K
HAS
Hasbro, Inc.

Consumer Cyclical
11
New
$55.71 - $72.94 $613 - $802
11 $615K
RPM
Rpm International Inc

Basic Materials
5
New
$120.09 - $140.26 $600 - $701
5 $615K
Onity Group Inc
20
New
N/A
20 $614K
VALE
Vale S.A.

Basic Materials
69
New
$8.74 - $11.78 $603 - $813
69 $612K
BKE
Buckle Inc

Consumer Cyclical
12
New
$41.32 - $54.08 $496 - $649
12 $610K
Ul Solutions Inc
12
New
N/A
12 $599K
ECVT
Ecovyst Inc.

Basic Materials
78
New
$6.15 - $8.62 $480 - $672
78 $596K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
72
New
$7.25 - $10.0 $522 - $720
72 $594K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
9
New
$61.93 - $70.49 $557 - $634
9 $592K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
44
New
$9.71 - $15.34 $427 - $675
44 $585K
HAIN
Hain Celestial Group Inc

Consumer Defensive
95
New
$6.12 - $9.09 $581 - $864
95 $584K
LDOS
Leidos Holdings, Inc.

Technology
4
New
$143.17 - $201.39 $573 - $806
4 $576K
MOS
Mosaic CO

Basic Materials
23
New
$23.87 - $28.34 $549 - $652
23 $565K
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
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email