Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HEI
Heico Corp

Industrials
112
New
$237.06 - $279.02 $26.6K - $31.3K
112 $26.6M
KR
Kroger CO

Consumer Defensive
427
New
$55.21 - $63.3 $23.6K - $27K
427 $26.1M
VRSN
Verisign Inc

Technology
125
New
$176.68 - $206.96 $22.1K - $25.9K
125 $25.9M
GD
General Dynamics Corp

Industrials
98
New
$260.28 - $314.03 $25.5K - $30.8K
98 $25.8M
AFL
Aflac Inc

Financial Services
249
New
$100.37 - $115.27 $25K - $28.7K
249 $25.8M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.27K
New
$19.27 - $20.9 $24.4K - $26.5K
1.27K $25M
NGG
National Grid PLC

Utilities
420
New
$57.68 - $70.03 $24.2K - $29.4K
420 $25M
PH
Parker Hannifin Corp

Industrials
39
New
$621.74 - $709.46 $24.2K - $27.7K
39 $24.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
927
New
$26.63 - $30.23 $24.7K - $28K
927 $24.7M
JSML
Janus Detroit Str Tr Henderson

ETFs
375
New
$63.67 - $73.6 $23.9K - $27.6K
375 $24.6M
CGGO
Capital Group Global Growth Eq

ETFs
835
New
$29.21 - $30.67 $24.4K - $25.6K
835 $24.4M
NRG
Nrg Energy, Inc.

Utilities
270
New
$85.3 - $101.61 $23K - $27.4K
270 $24.4M
DPZ
Dominos Pizza Inc

Consumer Cyclical
58
New
$408.59 - $476.19 $23.7K - $27.6K
58 $24.3M
TRV
Travelers Companies, Inc.

Financial Services
101
New
$225.97 - $266.66 $22.8K - $26.9K
101 $24.3M
RE
Everest Re Group LTD

Financial Services
67
New
N/A
67 $24.3M
MU
Micron Technology Inc

Technology
283
New
$84.16 - $113.41 $23.8K - $32.1K
283 $23.8M
Innovator Capital Management LLC
495
New
N/A
495 $23.8M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.8K
New
$13.01 - $14.43 $23.4K - $25.9K
1.8K $23.8M
AXON
Axon Enterprise, Inc.

Industrials
40
New
$399.22 - $689.78 $16K - $27.6K
40 $23.8M
CVS
Cvs Health Corp

Healthcare
529
New
$43.78 - $67.46 $23.2K - $35.7K
529 $23.7M
STWD
Starwood Property Trust, Inc.

Real Estate
1.25K
New
$18.95 - $20.37 $23.7K - $25.5K
1.25K $23.7M
Simplify Asset Management Inc
476
New
N/A
476 $23.7M
TXN
Texas Instruments Inc

Technology
126
New
N/A
126 $23.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
309
New
$75.95 - $88.05 $23.5K - $27.2K
309 $23.6M
FDS
Factset Research Systems Inc

Financial Services
49
New
$449.69 - $495.72 $22K - $24.3K
49 $23.5M
HON
Honeywell International Inc

Industrials
104
New
$202.84 - $236.0 $21.1K - $24.5K
104 $23.5M
CHKP
Check Point Software Technologies LTD

Technology
123
New
$170.18 - $209.01 $20.9K - $25.7K
123 $23M
SQ
Block, Inc.

Technology
267
New
$65.06 - $98.92 $17.4K - $26.4K
267 $22.7M
TMUS
T Mobile Us, Inc.

Communication Services
102
New
$206.1 - $246.94 $21K - $25.2K
102 $22.5M
C
Citigroup Inc

Financial Services
318
New
$61.31 - $72.5 $19.5K - $23.1K
318 $22.4M
UNM
Unum Group

Financial Services
305
New
$58.88 - $77.07 $18K - $23.5K
305 $22.3M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.09K
New
N/A
1.09K $22.2M
UBS
Ubs Group Ag

Financial Services
716
New
$29.78 - $33.08 $21.3K - $23.7K
716 $21.7M
YUM
Yum Brands Inc

Consumer Cyclical
160
New
$130.36 - $139.54 $20.9K - $22.3K
160 $21.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
143
New
$148.29 - $166.93 $21.2K - $23.9K
143 $21.3M
Nebius Group Nv
763
New
N/A
763 $21.1M
PEG
Public Service Enterprise Group Inc

Utilities
249
New
$81.87 - $94.51 $20.4K - $23.5K
249 $21M
EOG
Eog Resources Inc

Energy
170
New
$118.22 - $136.54 $20.1K - $23.2K
170 $20.8M
ETR
Entergy Corp

Utilities
274
New
$73.19 - $156.4 $20.1K - $42.9K
274 $20.8M
SU
Suncor Energy Inc

Energy
582
New
$34.5 - $41.53 $20.1K - $24.2K
582 $20.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
424
New
$48.33 - $49.08 $20.5K - $20.8K
424 $20.5M
OTIS
Otis Worldwide Corp

Industrials
218
New
$92.57 - $106.01 $20.2K - $23.1K
218 $20.2M
ICLR
Icon PLC

Healthcare
96
New
$187.22 - $297.57 $18K - $28.6K
96 $20.1M
KRC
Kilroy Realty Corp

Real Estate
497
New
$37.51 - $43.55 $18.6K - $21.6K
497 $20.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
233
New
$77.25 - $91.3 $18K - $21.3K
233 $19.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
104
New
$180.39 - $205.43 $18.8K - $21.4K
104 $19.7M
SAN
Banco Santander, S.A.

Financial Services
4.25K
New
$4.49 - $5.05 $19.1K - $21.5K
4.25K $19.4M
BCE
Bce Inc

Communication Services
833
New
$22.53 - $34.84 $18.8K - $29K
833 $19.3M
FISV
Fiserv Inc

Technology
93
New
N/A
93 $19.1M
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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