Whipplewood Advisors, LLC Purchases in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KIM
Kimco Realty Corp

Real Estate
260
New
$22.75 - $25.78 $5.92K - $6.7K
260 $6.09M
NI
Nisource Inc.

Utilities
165
New
$33.74 - $38.25 $5.57K - $6.31K
165 $6.07M
MORN
Morningstar, Inc.

Financial Services
18
New
$312.56 - $358.78 $5.63K - $6.46K
18 $6.06M
SO
Southern CO

Utilities
73
New
$81.5 - $94.15 $5.95K - $6.87K
73 $6.01M
ROK
Rockwell Automation, Inc

Industrials
21
New
$264.65 - $302.92 $5.56K - $6.36K
21 $6M
HPE
Hewlett Packard Enterprise CO

Technology
280
New
$19.31 - $23.95 $5.41K - $6.71K
280 $5.98M
HAL
Halliburton CO

Energy
219
New
$25.77 - $31.99 $5.64K - $7.01K
219 $5.96M
KEYS
Keysight Technologies, Inc.

Technology
37
New
$149.01 - $172.53 $5.51K - $6.38K
37 $5.94M
TREX
Trex CO Inc

Industrials
86
New
$62.94 - $79.88 $5.41K - $6.87K
86 $5.94M
WDS
Woodside Energy Group LTD

Energy
376
New
$14.38 - $18.32 $5.41K - $6.89K
376 $5.87M
HUM
Humana Inc

Healthcare
23
New
$233.89 - $304.18 $5.38K - $7K
23 $5.84M
WTM
White Mountains Insurance Group LTD

Financial Services
3
New
$1755.01 - $2015.0 $5.27K - $6.05K
3 $5.84M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
85
New
N/A
85 $5.81M
PKI
Perkinelmer Inc

Healthcare
52
New
N/A
52 $5.8M
CRAI
Cra International, Inc.

Industrials
31
New
$168.27 - $206.55 $5.22K - $6.4K
31 $5.8M
AIZ
Assurant, Inc.

Financial Services
27
New
$186.6 - $228.68 $5.04K - $6.17K
27 $5.76M
VNT
Vontier Corp

Technology
157
New
$33.03 - $40.45 $5.19K - $6.35K
157 $5.73M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
90
New
$58.39 - $67.04 $5.26K - $6.03K
90 $5.71M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
74
New
$74.18 - $85.35 $5.49K - $6.32K
74 $5.7M
MBB
Ishares Tr

ETFs
62
New
$91.26 - $95.82 $5.66K - $5.94K
62 $5.68M
RYN
Rayonier Inc

Real Estate
216
New
$25.89 - $32.34 $5.59K - $6.99K
216 $5.64M
SHOP
Shopify Inc.

Technology
53
New
$78.14 - $119.49 $4.14K - $6.33K
53 $5.64M
WPM
Wheaton Precious Metals Corp.

Basic Materials
100
New
$56.08 - $68.53 $5.61K - $6.85K
100 $5.62M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
31
New
$174.04 - $205.27 $5.4K - $6.36K
31 $5.59M
AME
Ametek Inc

Industrials
31
New
$165.89 - $197.38 $5.14K - $6.12K
31 $5.59M
WIX
Wix.Com Ltd.

Technology
26
New
$156.75 - $229.35 $4.08K - $5.96K
26 $5.58M
PRU
Prudential Financial Inc

Financial Services
47
New
$114.59 - $129.52 $5.39K - $6.09K
47 $5.57M
FCX
Freeport Mcmoran Inc

Basic Materials
146
New
$38.08 - $50.82 $5.56K - $7.42K
146 $5.56M
HLI
Houlihan Lokey, Inc.

Financial Services
32
New
$158.81 - $190.49 $5.08K - $6.1K
32 $5.56M
MMM
3 M CO

Industrials
43
New
$124.74 - $137.12 $5.36K - $5.9K
43 $5.55M
TER
Teradyne, Inc

Technology
44
New
$102.58 - $133.62 $4.51K - $5.88K
44 $5.54M
CHTR
Charter Communications, Inc.

Communication Services
16
New
$315.38 - $408.02 $5.05K - $6.53K
16 $5.49M
FE
Firstenergy Corp

Utilities
137
New
$39.14 - $44.52 $5.36K - $6.1K
137 $5.45M
AVY
Avery Dennison Corp

Industrials
29
New
$186.26 - $220.48 $5.4K - $6.39K
29 $5.43M
ERIC
Ericsson Lm Telephone CO

Technology
662
New
$7.36 - $8.59 $4.87K - $5.69K
662 $5.34M
BA
Boeing CO

Industrials
30
New
$138.14 - $180.72 $4.14K - $5.42K
30 $5.31M
Global X Management CO LLC
53
New
N/A
53 $5.31M
ROL
Rollins Inc

Consumer Cyclical
114
New
$46.35 - $51.59 $5.28K - $5.88K
114 $5.28M
NOG
Northern Oil & Gas, Inc.

Energy
142
New
$35.57 - $43.49 $5.05K - $6.18K
142 $5.28M
RGLD
Royal Gold Inc

Basic Materials
40
New
$131.05 - $154.26 $5.24K - $6.17K
40 $5.27M
BIO
Bio Rad Laboratories, Inc.

Healthcare
16
New
$313.15 - $374.28 $5.01K - $5.99K
16 $5.26M
NXST
Nexstar Media Group, Inc.

Communication Services
33
New
$157.01 - $188.5 $5.18K - $6.22K
33 $5.21M
RF
Regions Financial Corp

Financial Services
221
New
$22.45 - $27.47 $4.96K - $6.07K
221 $5.2M
BALL
Ball Corp

Consumer Cyclical
94
New
$54.84 - $67.94 $5.15K - $6.39K
94 $5.18M
TOL
Toll Brothers, Inc.

Consumer Cyclical
41
New
$123.8 - $167.8 $5.08K - $6.88K
41 $5.16M
VMC
Vulcan Materials CO

Basic Materials
20
New
$237.95 - $292.31 $4.76K - $5.85K
20 $5.15M
CCL
Carnival Corp

Consumer Cyclical
206
New
$17.34 - $26.8 $3.57K - $5.52K
206 $5.13M
WEC
Wec Energy Group, Inc.

Utilities
54
New
$92.94 - $101.82 $5.02K - $5.5K
54 $5.08M
PKG
Packaging Corp Of America

Consumer Cyclical
22
New
$211.98 - $248.85 $4.66K - $5.47K
22 $4.95M
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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