Whipplewood Advisors, LLC Sells in Q3 2025

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
-609
- 37.85%
$144.19 - $167.33 $87.8K - $102K
1K $167M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-946
- 67.43%
$60.9 - $70.75 $57.6K - $66.9K
457 $28.5M
USB
Us Bancorp \De\

Financial Services
-1.82K
- 25.44%
$43.94 - $50.41 $80K - $91.7K
5.34K $258M
AAPL
Apple Inc.

Technology
-3.43K
- 20.86%
$202.38 - $256.87 $694K - $880K
13K $3.31B
EIC
Eagle Point Income CO Inc.

N/A
-1.11K
- 0.69%
$12.18 - $14.01 $13.5K - $15.5K
160K $2.15B
XOM
Exxon Mobil Corp

Energy
-527
- 23.04%
$105.83 - $117.22 $55.8K - $61.8K
1.76K $198M
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 58.51%
$357.4 - $423.42 $50.4K - $59.7K
100 $40.5M
WFC
Wells Fargo & Company

Financial Services
-598
- 74.94%
$77.05 - $85.16 $46.1K - $50.9K
200 $16.8M
BP
Bp PLC

Energy
-1.74K
- 60.18%
$30.25 - $35.69 $52.6K - $62K
1.15K $39.6M
DHR
Danaher Corp

Healthcare
-234
- 26.77%
$181.46 - $212.2 $42.5K - $49.7K
640 $127M
IBM
International Business Machines Corp

Technology
-137
- 43.91%
$234.77 - $292.47 $32.2K - $40.1K
175 $49.4M
COP
Conocophillips

Energy
-461
- 82.91%
$91.0 - $98.99 $42K - $45.6K
95 $8.99M
ACN
Accenture PLC

Technology
-96
- 42.86%
$232.56 - $304.78 $22.3K - $29.3K
128 $31.6M
WMB
Williams Companies, Inc.

Energy
-538
- 24.05%
$56.52 - $64.01 $30.4K - $34.4K
1.7K $108M
FAST
Fastenal CO

Industrials
-830
- 67.48%
$42.47 - $50.39 $35.3K - $41.8K
400 $19.6M
MPV
Barings Participation Investors

Financial Services
-1.55K
- 7.09%
$18.73 - $20.67 $28.9K - $31.9K
20.2K $408M
DKNG
Draft Kings Inc.

Consumer Cyclical
-421
- 16.06%
$37.4 - $48.23 $15.7K - $20.3K
2.2K $82.3M
NOC
Northrop Grumman Corp

Industrials
-62
- 86.11%
$498.9 - $609.32 $30.9K - $37.8K
10 $6.09M
PAYX
Paychex Inc

Industrials
-188
- 64.16%
$126.69 - $147.99 $23.8K - $27.8K
105 $13.3M
PDI
Pimco Dynamic Income Fund

Financial Services
-2.16K
- 12.38%
$18.85 - $20.07 $40.7K - $43.4K
15.3K $303M
PEP
Pepsico Inc

Consumer Defensive
-222
- 59.68%
$133.81 - $152.16 $29.7K - $33.8K
150 $21.1M
CAH
Cardinal Health Inc

Healthcare
-150
- 60.0%
$146.04 - $167.63 $21.9K - $25.1K
100 $15.7M
QCOM
Qualcomm Inc

Technology
-277
- 9.73%
$145.84 - $173.55 $40.4K - $48.1K
2.57K $428M
MCD
Mcdonalds Corp

Consumer Cyclical
-266
- 5.58%
$291.67 - $316.99 $77.6K - $84.3K
4.5K $1.37B
CMCSA
Comcast Corp

Communication Services
-636
- 55.5%
$31.41 - $36.33 $20K - $23.1K
510 $16M
ORCL
Oracle Corp

Technology
-339
- 29.5%
$218.96 - $328.33 $74.2K - $111K
810 $228M
UNP
Union Pacific Corp

Industrials
-137
- 7.75%
$214.91 - $237.16 $29.4K - $32.5K
1.63K $385M
LMT
Lockheed Martin Corp

Industrials
-56
- 27.18%
$410.74 - $499.21 $23K - $28K
150 $74.9M
VZ
Verizon Communications Inc

Communication Services
-511
- 17.55%
$40.84 - $45.06 $20.9K - $23K
2.4K $105M
OKE
Oneok Inc

Energy
-33
- 1.59%
$71.36 - $83.47 $2.35K - $2.75K
2.04K $149M
PLD
Prologis, Inc.

Real Estate
-271
- 21.84%
$104.08 - $115.35 $28.2K - $31.3K
970 $111M
KMI
Kinder Morgan, Inc.

Energy
-602
- 98.05%
$26.23 - $28.5 $15.8K - $17.2K
12 $340K
TDOC
Teladoc Health, Inc.

Healthcare
-2K
- 90.91%
$6.78 - $8.85 $13.6K - $17.7K
200 $1.55M
TGT
Target Corp

Consumer Defensive
-116
- 18.83%
$86.56 - $107.43 $10K - $12.5K
500 $44.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-311
- 1.64%
$50.47 - $50.74 $15.7K - $15.8K
18.7K $947M
ABBV
Abb Vie Inc.

Healthcare
-281
- 25.59%
$184.85 - $231.54 $51.9K - $65.1K
817 $189M
NEE
Nextera Energy Inc

Utilities
-322
- 18.7%
$69.77 - $77.54 $22.5K - $25K
1.4K $106M
EMR
Emerson Electric CO

Industrials
-88
- 12.79%
$128.6 - $149.63 $11.3K - $13.2K
600 $78.7M
BMY
Bristol Myers Squibb CO

Healthcare
-224
- 15.02%
$43.31 - $48.98 $9.7K - $11K
1.27K $57.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-445
- 48.0%
$30.13 - $33.37 $13.4K - $14.8K
482 $16.1M
CVS
Cvs Health Corp

Healthcare
-209
- 34.32%
$58.75 - $76.5 $12.3K - $16K
400 $30.2M
COLD
Americold Realty Trust

Real Estate
-23
- 0.91%
$12.14 - $16.98 $279 - $391
2.5K $30.6M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-128
- 1.23%
$18.41 - $20.12 $2.36K - $2.58K
10.3K $190M
LUMN
Lumen Technologies, Inc.

Communication Services
-5K
- 41.04%
$3.7 - $6.22 $18.5K - $31.1K
7.18K $44M
PFE
Pfizer Inc

Healthcare
-521
- 13.61%
$23.29 - $25.88 $12.1K - $13.5K
3.31K $84.2M
OC
Owens Corning

Industrials
-64
- 33.86%
$136.56 - $157.69 $8.74K - $10.1K
125 $17.7M
Lam Research Corp
-458
- 31.41%
N/A
1K $134M
FDX
Fedex Corp

Industrials
-46
- 13.29%
$217.1 - $243.2 $9.99K - $11.2K
300 $70.7M
MAR
Marriott International Inc

Consumer Cyclical
-16
- 5.63%
$255.35 - $282.87 $4.09K - $4.53K
268 $69.8M
Activity Summary
Buys All Purchases 69 New Holdings 7 Increased Positions 62 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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