Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-142
- 35.41%
$483.48 - $539.8 $68.7K - $76.7K
259 $126M
SCHW
Schwab Charles Corp

Financial Services
-22.6K
- 97.96%
$69.06 - $91.24 $1.56M - $2.06M
471 $43M
AMGN
Amgen Inc

Healthcare
-685
- 64.26%
$262.28 - $309.85 $180K - $212K
381 $106M
PFE
Pfizer Inc

Healthcare
-347
- 8.31%
$21.59 - $24.84 $7.49K - $8.62K
3.83K $92.8M
GKOS
Glaukos Corp

Healthcare
-209
- 73.59%
$82.27 - $103.29 $17.2K - $21.6K
75 $7.75M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-25.8K
- 37.7%
$11.34 - $12.35 $293K - $319K
42.7K $509M
PG
Procter & Gamble CO

Consumer Defensive
-18
- 2.39%
$157.66 - $172.39 $2.84K - $3.1K
735 $117M
ARGX
Argenx Se

Healthcare
-223
- 82.59%
$532.27 - $656.65 $119K - $146K
47 $25.9M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-25
- 26.88%
$67.02 - $83.8 $1.68K - $2.1K
68 $5.17M
DD
Du Pont De Nemours, Inc.

Basic Materials
-136
- 40.96%
$55.13 - $75.25 $7.5K - $10.2K
196 $13.4M
Innovator Capital Management LLC
-631
- 2.17%
N/A
28.4K $705M
TM
Toyota Motor Corp

Consumer Cyclical
-71
- 13.73%
$158.63 - $195.39 $11.3K - $13.9K
446 $76.8M
SHEL
Shell PLC

Energy
-9
- 0.4%
$59.75 - $73.05 $538 - $657
2.26K $159M
COMP
Compass, Inc.

Technology
-68
- 2.9%
$5.8 - $8.98 $394 - $611
2.28K $14.3M
CCJ
Cameco Corp

Energy
-512
- 81.14%
$36.68 - $74.46 $18.8K - $38.1K
119 $8.83M
Gsk PLC
-58.9K
- 98.01%
N/A
1.2K $45.9M
DASH
Door Dash, Inc.

Communication Services
-19
- 50.0%
$163.16 - $246.51 $3.1K - $4.68K
19 $4.68M
XEL
Xcel Energy Inc

Utilities
-6
- 0.26%
$65.65 - $72.39 $394 - $434
2.35K $160M
Te Connectivity PLC
-3.17K
- 98.97%
N/A
33 $5.57M
MU
Micron Technology Inc

Technology
-235
- 74.13%
$64.72 - $127.91 $15.2K - $30.1K
82 $10.1M
FDX
Fedex Corp

Industrials
-27
- 7.24%
$198.07 - $245.17 $5.35K - $6.62K
346 $78.6M
ICLR
Icon PLC

Healthcare
-36
- 34.95%
$126.62 - $168.7 $4.56K - $6.07K
67 $9.75M
VZ
Verizon Communications Inc

Communication Services
-40
- 1.36%
$41.67 - $45.62 $1.67K - $1.82K
2.91K $126M
SBUX
Starbucks Corp

Consumer Cyclical
-969
- 84.04%
$79.69 - $99.41 $77.2K - $96.3K
184 $16.9M
TGT
Target Corp

Consumer Defensive
-13
- 2.07%
$88.76 - $105.77 $1.15K - $1.38K
616 $60.8M
GPN
Global Payments Inc

Industrials
-17.3K
- 98.44%
$67.47 - $99.6 $1.17M - $1.72M
274 $21.9M
CHE
Chemed Corp

Healthcare
-18
- 35.29%
$486.93 - $619.21 $8.76K - $11.1K
33 $16.1M
PSA
Public Storage

Real Estate
-166
- 98.22%
$266.31 - $309.77 $44.2K - $51.4K
3 $880K
VV
Vanguard Large Cap ETF

ETFs
-241
- 81.97%
$228.25 - $285.3 $55K - $68.8K
53 $15.1M
UAL
United Airlines Holdings, Inc.

Industrials
-46
- 17.83%
$56.15 - $84.23 $2.58K - $3.87K
212 $16.9M
RHI
Robert Half International Inc.

Industrials
-210
- 82.03%
$40.31 - $54.71 $8.47K - $11.5K
46 $1.89M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-10.7K
- 90.58%
$19.55 - $21.78 $209K - $233K
1.11K $23.1M
RGA
Reinsurance Group Of America Inc

Financial Services
-167
- 27.33%
$168.32 - $209.71 $28.1K - $35K
444 $88.1M
UPS
United Parcel Service Inc

Industrials
-124
- 35.94%
$91.92 - $110.2 $11.4K - $13.7K
221 $22.3M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-14.7K
- 99.83%
$225.56 - $335.19 $3.31M - $4.91M
25 $5.94M
PCAR
Paccar Inc

Industrials
-13.6K
- 99.41%
$86.4 - $99.09 $1.17M - $1.34M
81 $7.7M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-10
- 28.57%
$45.71 - $61.66 $457 - $617
25 $1.21M
CSX
Csx Corp

Industrials
-78
- 55.32%
$26.69 - $32.91 $2.08K - $2.57K
63 $2.06M
FCX
Freeport Mcmoran Inc

Basic Materials
-102
- 34.23%
$29.15 - $44.46 $2.97K - $4.53K
196 $8.5M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-52
- 58.43%
N/A
37 $1.91M
SBLK
Star Bulk Carriers Corp.

Industrials
-30.8K
- 99.85%
$12.66 - $17.4 $390K - $537K
45 $776K
SLB
Schlumberger Limited

Energy
-20
- 12.27%
$31.95 - $42.2 $639 - $844
143 $4.83M
ALV
Autoliv Inc

Consumer Cyclical
-20
- 31.75%
$76.77 - $113.1 $1.54K - $2.26K
43 $4.81M
AON
Aon PLC

Financial Services
-30
- 46.15%
$335.85 - $398.81 $10.1K - $12K
35 $12.5M
ACN
Accenture PLC

Technology
-45
- 16.73%
$279.23 - $323.21 $12.6K - $14.5K
224 $67M
BK
Bank Of New York Mellon Corp

Financial Services
-140
- 56.22%
$73.31 - $91.62 $10.3K - $12.8K
109 $9.93M
ADBE
Adobe Inc.

Technology
-193
- 20.21%
$340.0 - $420.68 $65.6K - $81.2K
762 $295M
AMED
Amedisys Inc

Healthcare
-14
- 66.67%
$91.31 - $98.39 $1.28K - $1.38K
7 $689K
AVB
Avalonbay Communities Inc

Real Estate
-20
- 10.93%
$187.23 - $215.61 $3.74K - $4.31K
163 $33.2M
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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