Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STAG
Stag Industrial, Inc.

Real Estate
-8
- 28.57%
$32.39 - $37.07 $259 - $297
20 $1.01M
DVA
Davita Inc.

Healthcare
-11
- 57.89%
$140.0 - $177.35 $1.54K - $1.95K
8 $2.91M
LNT
Alliant Energy Corp

Utilities
-9
- 69.23%
$56.66 - $66.04 $510 - $594
4 $837K
VALE
Vale S.A.

Basic Materials
-66
- 95.65%
$8.5 - $10.19 $561 - $673
3 $689K
Ul Solutions Inc
-5
- 41.67%
N/A
7 $677K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
-25
- 65.79%
$51.68 - $58.59 $1.29K - $1.46K
13 $2.15M
K
Kellogg CO

Consumer Defensive
-49
- 92.45%
$81.06 - $82.9 $3.97K - $4.06K
4 $4.37M
FR
First Industrial Realty Trust Inc

Real Estate
-14
- 60.87%
$48.46 - $57.99 $678 - $812
9 $1.24M
CNP
Centerpoint Energy Inc

Utilities
-8
- 38.1%
$30.87 - $36.25 $247 - $290
13 $761K
MSM
Msc Industrial Direct CO Inc

Industrials
-5
- 15.63%
$74.45 - $83.08 $372 - $415
27 $2.49M
HSY
Hershey CO

Consumer Defensive
-47
- 72.31%
$144.74 - $186.36 $6.8K - $8.76K
18 $11.1M
CRBG
Corebridge Financial, Inc.

Financial Services
-35
- 52.24%
$29.61 - $34.68 $1.04K - $1.21K
32 $2.12M
XP
Xp Inc.

Financial Services
-17
- 22.67%
$11.05 - $15.69 $188 - $267
58 $1M
UGI
Ugi Corp

Utilities
-16
- 57.14%
$28.0 - $34.16 $448 - $547
12 $926K
Hamilton Insurance Group LTD
-39
- 46.99%
N/A
44 $1.72M
TAP
Molson Coors Beverage CO

Consumer Defensive
-38
- 90.48%
$52.44 - $62.91 $1.99K - $2.39K
4 $2.56M
Aegon LTD
-151
- 68.33%
N/A
70 $1.46M
PNM
Pnm Resources Inc

Utilities
-35
- 94.59%
N/A
2 $1.98M
CTRE
Care Trust Reit, Inc.

Real Estate
-89
- 83.96%
$24.93 - $29.13 $2.22K - $2.59K
17 $3.03M
FLNG
Flex Lng Ltd.

Energy
-3.22K
- 98.92%
$21.46 - $26.35 $69K - $84.7K
35 $74.7M
GRMN
Garmin LTD

Technology
-4
- 26.67%
$204.55 - $241.93 $818 - $968
11 $3.26M
Nano Dimension LTD
-47
- 73.44%
N/A
17 $314K
IDA
Idacorp Inc

Utilities
-3
- 12.5%
$105.58 - $119.04 $317 - $357
21 $2.79M
SCCO
Southern Copper Corp

Basic Materials
-52
- 69.33%
$85.92 - $101.48 $4.47K - $5.28K
23 $7.01M
EXPD
Expeditors International Of Washington Inc

Industrials
-12
- 60.0%
$109.09 - $126.48 $1.31K - $1.52K
8 $2.41M
OVV
Ovintiv Inc.

Energy
-23
- 26.44%
$37.84 - $45.91 $870 - $1.06K
64 $3.72M
NLOK
Norton Life Lock Inc.

Technology
-72
- 97.3%
N/A
2 $2.23M
UBS
Ubs Group Ag

Financial Services
-644
- 89.94%
$30.28 - $35.78 $19.5K - $23K
72 $21.9M
EQT
Eqt Corp

Energy
-27
- 84.38%
$46.16 - $54.25 $1.25K - $1.46K
5 $1.71M
ZM
Zoom Video Communications, Inc.

Technology
-12
- 46.15%
$72.23 - $88.64 $867 - $1.06K
14 $2.36M
ASTS
Ast Space Mobile, Inc.

Communication Services
-147
- 98.0%
$17.72 - $33.8 $2.6K - $4.97K
3 $3.41M
PHG
Koninklijke Philips Nv

Healthcare
-644
- 29.81%
$24.92 - $28.61 $16K - $18.4K
1.52K $54.9M
HDB
Hdfc Bank LTD

Financial Services
-200
- 43.57%
$58.06 - $66.85 $11.6K - $13.4K
259 $29.6M
WY
Weyerhaeuser CO

Real Estate
-258
- 98.85%
$27.29 - $31.39 $7.04K - $8.1K
3 $7.64M
ABEV
Ambev S.A.

Consumer Defensive
-187
- 28.25%
$1.77 - $2.37 $331 - $443
475 $1.54M
GWRE
Guidewire Software, Inc.

Technology
-1
- 5.88%
$166.74 - $218.22 $167 - $218
16 $3.19M
GAB
Gabelli Equity Trust Inc

Financial Services
-2.49K
- 99.4%
$5.36 - $5.67 $13.3K - $14.1K
15 $13.8M
TS
Tenaris Sa

Energy
-76
- 29.69%
$35.73 - $40.28 $2.72K - $3.06K
180 $10M
TSN
Tyson Foods, Inc.

Consumer Defensive
-23
- 43.4%
$54.27 - $63.81 $1.25K - $1.47K
30 $3.38M
HOPE
Hope Bancorp Inc

Financial Services
-24
- 27.27%
$10.26 - $12.25 $246 - $294
64 $1.42M
CHTR
Charter Communications, Inc.

Communication Services
-5
- 31.25%
$334.89 - $384.77 $1.67K - $1.92K
11 $5.9M
UL
Unilever PLC

Consumer Defensive
-52
- 5.49%
$54.72 - $60.29 $2.85K - $3.14K
896 $54.2M
MTG
Mgic Investment Corp

Financial Services
-377
- 90.84%
$22.56 - $25.71 $8.51K - $9.69K
38 $10.3M
VST
Vistra Corp.

Utilities
-30
- 10.6%
$108.49 - $191.89 $3.25K - $5.76K
253 $39.6M
DOX
Amdocs LTD

Technology
-61
- 69.32%
$82.21 - $92.02 $5.01K - $5.61K
27 $8.05M
NFG
National Fuel Gas CO

Energy
-29
- 87.88%
$60.71 - $79.19 $1.76K - $2.3K
4 $2.61M
AR
Antero Resources Corp

Energy
-77
- 65.81%
$33.64 - $41.42 $2.59K - $3.19K
40 $4.73M
CTRA
Coterra Energy Inc.

Energy
-125
- 66.49%
$25.51 - $29.83 $3.19K - $3.73K
63 $5.43M
FTI
Technip Fmc PLC

Energy
-205
- 89.13%
$25.3 - $32.57 $5.19K - $6.68K
25 $7.29M
Activity Summary
Buys All Purchases 639 New Holdings 59 Increased Positions 580 Sells All Sells 561 Reductions 561 Sold out 0 Options Calls 0 Puts 0
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