Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALC
Alcon Inc

Healthcare
-10.6K
- 96.18%
$82.88 - $98.3 $881K - $1.05M
422 $37.3M
HON
Honeywell International Inc

Industrials
-29
- 21.32%
$182.86 - $232.88 $5.3K - $6.75K
107 $24.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-2.15K
- 94.96%
$57.46 - $75.58 $123K - $162K
114 $8.62M
STX
Seagate Technology Holdings PLC

Technology
-109
- 68.55%
$66.54 - $144.33 $7.25K - $15.7K
50 $7.22M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-29.2K
- 97.03%
$37.66 - $43.85 $1.1M - $1.28M
893 $39.2M
USB
Us Bancorp \De\

Financial Services
-159
- 2.17%
$36.4 - $45.76 $5.79K - $7.28K
7.16K $324M
CASY
Caseys General Stores Inc

Consumer Cyclical
-72
- 61.54%
$415.82 - $510.91 $29.9K - $36.8K
45 $23M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-63
- 60.0%
$224.32 - $326.09 $14.1K - $20.5K
42 $13.7M
CVNA
Carvana Co.

Consumer Cyclical
-26
- 57.78%
$162.57 - $345.64 $4.23K - $8.99K
19 $6.4M
HUBB
Hubbell Inc

Industrials
-9
- 18.0%
$315.94 - $408.41 $2.84K - $3.68K
41 $16.7M
NOCT
Innovator Growth 100 Power Buf

ETFs
-762
- 50.4%
$46.13 - $54.5 $35.2K - $41.5K
750 $40.9M
PSCT
Invesco S&P Smallcap Informati

ETFs
-9.9K
- 94.28%
$34.03 - $46.24 $337K - $458K
600 $27.7M
Veralto Corp
-1
- 0.42%
N/A
235 $23.7M
RL
Ralph Lauren Corp

Consumer Cyclical
-47
- 65.28%
$182.34 - $286.22 $8.57K - $13.5K
25 $6.86M
CVS
Cvs Health Corp

Healthcare
-59
- 8.83%
$60.04 - $70.18 $3.54K - $4.14K
609 $42M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-16
- 19.51%
$201.28 - $266.34 $3.22K - $4.26K
66 $17.6M
ZION
Zions Bancorporation, National Association

Financial Services
-99
- 4.47%
$41.39 - $51.94 $4.1K - $5.14K
2.12K $110M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.75%
$919.93 - $1101.66 $920 - $1.1K
133 $138M
PINS
Pinterest, Inc.

Communication Services
-56
- 6.66%
$24.21 - $35.95 $1.36K - $2.01K
785 $28.2M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.75K
- 58.46%
$32.56 - $35.71 $56.8K - $62.3K
1.24K $41M
XYL
Xylem Inc.

Industrials
-7
- 1.53%
$102.86 - $129.5 $720 - $907
450 $58.2M
EA
Electronic Arts Inc.

Communication Services
-85
- 28.52%
$132.53 - $159.7 $11.3K - $13.6K
213 $34M
GDDY
Go Daddy Inc.

Technology
-18.7K
- 96.31%
$162.11 - $192.36 $3.03M - $3.6M
716 $129M
NGG
National Grid PLC

Utilities
-276
- 80.0%
$62.74 - $74.79 $17.3K - $20.6K
69 $5.14M
NICE
Nice Ltd.

Technology
-11
- 10.09%
$141.3 - $178.32 $1.55K - $1.96K
98 $16.6M
MLM
Martin Marietta Materials Inc

Basic Materials
-384
- 89.3%
$452.51 - $568.19 $174K - $218K
46 $25.3M
LMT
Lockheed Martin Corp

Industrials
-11
- 5.07%
$430.82 - $486.45 $4.74K - $5.35K
206 $95.4M
CAT
Caterpillar Inc

Industrials
-319
- 73.17%
$273.94 - $388.21 $87.4K - $124K
117 $45.4M
PH
Parker Hannifin Corp

Industrials
-60
- 57.69%
$517.23 - $700.54 $31K - $42K
44 $30.7M
WFC
Wells Fargo & Company

Financial Services
-71
- 8.17%
$60.98 - $80.12 $4.33K - $5.69K
798 $63.9M
Innovator Capital Management LLC
-3.57K
- 10.95%
N/A
29K $715M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-24.5K
- 91.52%
$21.49 - $24.4 $526K - $597K
2.27K $55.3M
UBER
Uber Technologies, Inc

Technology
-29
- 5.73%
$64.62 - $93.3 $1.87K - $2.71K
477 $44.5M
NTRA
Natera, Inc.

Healthcare
-84
- 11.16%
$132.23 - $171.87 $11.1K - $14.4K
669 $113M
KLAC
Kla Corp

Technology
-140
- 84.34%
$576.53 - $902.94 $80.7K - $126K
26 $23.3M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-73
- 9.38%
$81.84 - $93.53 $5.97K - $6.83K
705 $65.4M
BSX
Boston Scientific Corp

Healthcare
-6
- 0.6%
$89.7 - $107.41 $538 - $644
989 $106M
HWM
Howmet Aerospace Inc.

Industrials
-10
- 8.55%
$112.33 - $186.13 $1.12K - $1.86K
107 $19.9M
ITT
Itt Inc.

Industrials
-66
- 21.64%
$112.67 - $157.95 $7.44K - $10.4K
239 $37.5M
SYY
Sysco Corp

Consumer Defensive
-1.12K
- 30.31%
$68.0 - $75.91 $75.8K - $84.6K
2.56K $194M
FDN
First Tr Fd Dow Jones

ETFs
-28.6K
- 99.48%
$200.29 - $269.33 $5.73M - $7.7M
150 $40.4M
MBB
Ishares Tr

ETFs
-3.16K
- 92.25%
$91.41 - $94.22 $288K - $297K
265 $24.9M
STT
State Street Corp

Financial Services
-21.4K
- 97.38%
$75.33 - $106.34 $1.61M - $2.28M
576 $61.3M
VOX
Vanguard Communication Service

ETFs
-1.23K
- 78.82%
$133.12 - $171.03 $163K - $210K
330 $56.4M
TT
Trane Technologies PLC

Industrials
-5
- 9.43%
$315.21 - $437.41 $1.58K - $2.19K
48 $21M
AXP
American Express CO

Financial Services
-39
- 13.78%
$231.39 - $318.98 $9.02K - $12.4K
244 $77.8M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-10
- 15.87%
$215.78 - $270.12 $2.16K - $2.7K
53 $12.3M
ASX
Ase Technology Holding Co., Ltd.

Technology
-434
- 4.8%
$7.42 - $10.65 $3.22K - $4.62K
8.6K $88.9M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-23.5K
- 87.09%
$23.73 - $27.68 $558K - $650K
3.48K $96.4M
Activity Summary
Buys All Purchases 593 New Holdings 68 Increased Positions 525 Sells All Sells 600 Reductions 599 Sold out 1 Options Calls 0 Puts 0
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