Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
-10
- 76.92%
$551.94 - $753.4 $5.52K - $7.53K
3 $2.26M
VNT
Vontier Corp

Technology
-123
- 56.16%
$28.04 - $37.3 $3.45K - $4.59K
96 $3.54M
Labcorp Holdings Inc
-44
- 77.19%
N/A
13 $3.41M
DUOL
Duolingo, Inc.

Technology
-52
- 92.86%
$292.88 - $540.68 $15.2K - $28.1K
4 $1.64M
AFRM
Affirm Holdings, Inc.

Technology
-227
- 93.03%
$35.75 - $69.14 $8.12K - $15.7K
17 $1.18M
RMD
Resmed Inc

Healthcare
-2
- 14.29%
$204.54 - $258.0 $409 - $516
12 $3.1M
ELAN
Elanco Animal Health Inc

Healthcare
-92
- 25.56%
$8.1 - $14.3 $745 - $1.32K
268 $3.83M
A
Agilent Technologies, Inc.

Healthcare
-183
- 72.91%
$99.29 - $120.52 $18.2K - $22.1K
68 $8.03M
SJM
J M Smucker CO

Consumer Defensive
-44
- 39.64%
$94.41 - $118.52 $4.15K - $5.21K
67 $6.58M
LENB
Lennar Corporation Cl B
-10
- 23.81%
N/A
32 $3.37M
VRNT
Verint Systems Inc

Technology
-74
- 56.92%
N/A
56 $1.1M
CNXC
Concentrix Corp

Technology
-70
- 53.85%
$45.73 - $57.88 $3.2K - $4.05K
60 $3.17M
SBAC
Sba Communications Corp

Real Estate
-50
- 61.73%
$208.57 - $243.4 $10.4K - $12.2K
31 $7.28M
KJUL
Innovator U.S. Small Cap Power

Technology
-1.67K
- 80.96%
$25.96 - $29.2 $43.4K - $48.8K
393 $11.5M
HAS
Hasbro, Inc.

Consumer Cyclical
-7
- 30.43%
$50.71 - $73.82 $355 - $517
16 $1.18M
D
Dominion Energy, Inc

Utilities
-32
- 64.0%
$49.66 - $58.0 $1.59K - $1.86K
18 $1.02M
NSC
Norfolk Southern Corp

Industrials
-8
- 22.86%
$206.34 - $257.46 $1.65K - $2.06K
27 $6.91M
WDC
Western Digital Corp

Technology
-17
- 43.59%
$30.54 - $63.99 $519 - $1.09K
22 $1.41M
DTM
Dt Midstream, Inc.

Energy
-101
- 71.63%
$87.23 - $109.91 $8.81K - $11.1K
40 $4.4M
BWA
Borgwarner Inc

Consumer Cyclical
-17
- 32.69%
$24.84 - $33.92 $422 - $577
35 $1.17M
CACI
Caci International Inc

Technology
-13
- 72.22%
N/A
5 $2.38M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.28K
- 94.09%
$35.3 - $40.46 $116K - $133K
206 $8.34M
INGR
Ingredion Inc

Consumer Defensive
-372
- 87.12%
$123.22 - $140.95 $45.8K - $52.4K
55 $7.46M
CSL
Carlisle Companies Inc

Industrials
-4
- 36.36%
$317.1 - $408.5 $1.27K - $1.63K
7 $2.61M
IPAR
Inter Parfums Inc

Consumer Defensive
-11
- 25.0%
$99.7 - $141.48 $1.1K - $1.56K
33 $4.33M
KSS
Kohls Corp

Consumer Cyclical
-424
- 65.03%
$6.13 - $9.4 $2.6K - $3.99K
228 $1.93M
FLEX
Flex Ltd.

Technology
-143
- 80.34%
$26.68 - $50.09 $3.82K - $7.16K
35 $1.75M
SCVL
Shoe Carnival Inc

Consumer Cyclical
-381
- 79.54%
$16.75 - $23.0 $6.38K - $8.76K
98 $1.83M
OZK
Bank Ozk

Financial Services
-1.82K
- 91.32%
$37.58 - $47.34 $68.4K - $86.2K
173 $8.14M
BX
Blackstone Inc.

Financial Services
-10.6K
- 99.4%
$120.07 - $151.11 $1.27M - $1.6M
64 $9.57M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-52
- 62.65%
$153.22 - $199.8 $7.97K - $10.4K
31 $5.81M
PPL
Ppl Corp

Utilities
-166
- 26.1%
$33.45 - $36.5 $5.55K - $6.06K
470 $15.9M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-32.1K
- 97.74%
$23.19 - $25.35 $746K - $815K
745 $18.9M
HMC
Honda Motor CO LTD

Consumer Cyclical
-78
- 16.28%
$25.0 - $30.93 $1.95K - $2.41K
401 $11.6M
WWD
Woodward, Inc.

Industrials
-6
- 35.29%
$157.29 - $247.55 $944 - $1.49K
11 $2.7M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-6
- 46.15%
$328.01 - $475.68 $1.97K - $2.85K
7 $3.28M
ZBRA
Zebra Technologies Corp

Technology
-8
- 57.14%
$213.54 - $309.26 $1.71K - $2.47K
6 $1.85M
FRST
Primis Financial Corp.

Financial Services
-21.7K
- 99.5%
$7.94 - $10.85 $172K - $235K
108 $1.17M
EMR
Emerson Electric CO

Industrials
-372
- 35.09%
$94.15 - $133.33 $35K - $49.6K
688 $91.7M
VVV
Valvoline Inc

Energy
-110
- 26.76%
$31.48 - $38.2 $3.46K - $4.2K
301 $11.4M
MOS
Mosaic CO

Basic Materials
-38
- 50.0%
$22.76 - $36.95 $865 - $1.4K
38 $1.39M
NDAQ
Nasdaq, Inc.

Financial Services
-40
- 63.49%
$66.4 - $89.42 $2.66K - $3.58K
23 $2.06M
PODD
Insulet Corp

Healthcare
-6
- 28.57%
$238.57 - $327.47 $1.43K - $1.96K
15 $4.71M
PNW
Pinnacle West Capital Corp

Utilities
-61
- 67.78%
$88.3 - $95.43 $5.39K - $5.82K
29 $2.6M
CCK
Crown Holdings Inc

Consumer Cyclical
-32
- 68.09%
$78.47 - $104.45 $2.51K - $3.34K
15 $1.55M
AAL
American Airlines Group Inc.

Industrials
-20
- 12.05%
N/A
146 $1.64M
WCC
Wesco International Inc

Industrials
-21
- 42.0%
$132.86 - $186.1 $2.79K - $3.91K
29 $5.37M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-30
- 18.75%
$20.82 - $25.94 $625 - $778
130 $3.07M
MPWR
Monolithic Power Systems Inc

Technology
-785
- 99.24%
$455.19 - $737.73 $357K - $579K
6 $4.39M
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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