Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Rb Global Inc
411
New
N/A
411 $37.1M
ARGX
Argenx Se

Healthcare
60
New
$520.52 - $638.33 $31.2K - $38.3K
60 $36.9M
XLE
Energy Sector Spdr

ETFs
430
New
$83.32 - $97.27 $35.8K - $41.8K
430 $36.8M
PJUL
Innovator U.S. Equity Power Bu

ETFs
893
New
$40.12 - $41.68 $35.8K - $37.2K
893 $36.8M
GPN
Global Payments Inc

Industrials
328
New
$97.57 - $119.38 $32K - $39.2K
328 $36.8M
CME
Cme Group Inc.

Financial Services
158
New
$221.17 - $246.02 $34.9K - $38.9K
158 $36.7M
FDN
First Tr Fd Dow Jones

ETFs
150
New
$210.5 - $257.24 $31.6K - $38.6K
150 $36.5M
RYLD
Global X Fds Russell 2000 Cove

ETFs
2.21K
New
$15.97 - $16.79 $35.3K - $37.1K
2.21K $36.1M
CAT
Caterpillar Inc

Industrials
99
New
$360.37 - $416.88 $35.7K - $41.3K
99 $35.9M
AVB
Avalonbay Communities Inc

Real Estate
163
New
$216.28 - $237.81 $35.3K - $38.8K
163 $35.9M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
712
New
$49.78 - $66.55 $35.4K - $47.4K
712 $35.7M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
354
New
$97.45 - $121.28 $34.5K - $42.9K
354 $35.3M
WRB
Berkley W R Corp

Financial Services
600
New
$56.48 - $64.94 $33.9K - $39K
600 $35.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
198
New
$176.4 - $231.84 $34.9K - $45.9K
198 $34.9M
GILD
Gilead Sciences, Inc.

Healthcare
376
New
$83.95 - $97.9 $31.6K - $36.8K
376 $34.7M
UPS
United Parcel Service Inc

Industrials
273
New
$122.65 - $138.35 $33.5K - $37.8K
273 $34.4M
ITT
Itt Inc.

Industrials
239
New
$140.12 - $159.62 $33.5K - $38.1K
239 $34.1M
OC
Owens Corning

Industrials
199
New
$169.41 - $210.81 $33.7K - $42K
199 $33.9M
GS
Goldman Sachs Group Inc

Financial Services
59
New
$486.1 - $608.57 $28.7K - $35.9K
59 $33.8M
PLD
Prologis, Inc.

Real Estate
319
New
$101.4 - $126.96 $32.3K - $40.5K
319 $33.7M
MANH
Manhattan Associates Inc

Technology
124
New
$263.36 - $309.78 $32.7K - $38.4K
124 $33.5M
PDEC
Innovator U.S. Equity Power Bu
870
New
N/A
870 $33.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
173
New
$178.39 - $215.0 $30.9K - $37.2K
173 $33.4M
CCJ
Cameco Corp

Energy
649
New
$48.64 - $61.14 $31.6K - $39.7K
649 $33.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
896
New
$34.49 - $39.24 $30.9K - $35.2K
896 $33.3M
SNPS
Synopsys Inc

Technology
68
New
$485.36 - $588.0 $33K - $40K
68 $33M
EA
Electronic Arts Inc.

Communication Services
222
New
$140.69 - $167.97 $31.2K - $37.3K
222 $32.5M
MLM
Martin Marietta Materials Inc

Basic Materials
62
New
$516.5 - $619.58 $32K - $38.4K
62 $32M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
859
New
$29.11 - $41.59 $25K - $35.7K
859 $31.8M
UAL
United Airlines Holdings, Inc.

Industrials
327
New
$55.62 - $102.44 $18.2K - $33.5K
327 $31.8M
NOC
Northrop Grumman Corp

Industrials
67
New
$466.52 - $543.88 $31.3K - $36.4K
67 $31.4M
ALC
Alcon Inc

Healthcare
369
New
$83.87 - $99.15 $30.9K - $36.6K
369 $31.3M
HCA
Hca Healthcare, Inc.

Healthcare
103
New
$297.52 - $415.61 $30.6K - $42.8K
103 $30.9M
FTV
Fortive Corp

Technology
409
New
$71.16 - $79.68 $29.1K - $32.6K
409 $30.7M
Liberty Media Corp
327
New
N/A
327 $30.3M
PUK
Prudential PLC

Financial Services
1.9K
New
$15.52 - $18.99 $29.4K - $36K
1.9K $30.2M
HSBC
Hsbc Holdings PLC

Financial Services
606
New
$43.83 - $49.51 $26.6K - $30K
606 $30M
EFG
Msci Eafe Growth ETF

ETFs
305
New
$96.83 - $106.88 $29.5K - $32.6K
305 $29.5M
HDB
Hdfc Bank LTD

Financial Services
459
New
$59.45 - $68.01 $27.3K - $31.2K
459 $29.3M
TDOC
Teladoc Health, Inc.

Healthcare
3.2K
New
$8.57 - $12.02 $27.4K - $38.5K
3.2K $29.1M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.47K
New
$9.95 - $12.23 $24.6K - $30.3K
2.47K $29M
PSCT
Invesco S&P Smallcap Informati

ETFs
600
New
$45.45 - $51.38 $27.3K - $30.8K
600 $28.6M
PINS
Pinterest, Inc.

Communication Services
979
New
$28.24 - $34.15 $27.6K - $33.4K
979 $28.4M
PCVX
Vaxcyte, Inc.

Healthcare
345
New
$80.97 - $117.93 $27.9K - $40.7K
345 $28.2M
AMP
Ameriprise Financial Inc

Financial Services
53
New
$473.15 - $574.01 $25.1K - $30.4K
53 $28.2M
AWK
American Water Works Company, Inc.

Utilities
226
New
$123.83 - $146.07 $28K - $33K
226 $28.1M
OXY
Occidental Petroleum Corp

Energy
553
New
$45.36 - $55.91 $25.1K - $30.9K
553 $27.3M
CGXU
Capital Group Intl Focus Equit

ETFs
1.1K
New
$24.67 - $26.94 $27.2K - $29.7K
1.1K $27.2M
Nat West Group PLC
2.63K
New
N/A
2.63K $26.7M
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