Whipplewood Advisors, LLC Sells in Q3 2025

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOD
Vodafone Group Public LTD CO

Communication Services
-707
- 84.17%
$10.67 - $12.06 $7.54K - $8.53K
133 $1.54M
AWK
American Water Works Company, Inc.

Utilities
-52
- 21.85%
$135.05 - $147.0 $7.02K - $7.64K
186 $25.9M
PSX
Phillips 66

Energy
-101
- 25.19%
$118.37 - $139.46 $12K - $14.1K
300 $40.8M
MCI
Barings Corporate Investors

Financial Services
-149
- 5.7%
$20.28 - $22.87 $3.02K - $3.41K
2.46K $51.2M
AXON
Axon Enterprise, Inc.

Industrials
-1
- 2.44%
$698.02 - $870.97 $698 - $871
40 $28.7M
NEM
Newmont Corp

Basic Materials
-105
- 72.41%
$57.35 - $85.25 $6.02K - $8.95K
40 $3.37M
NTLA
Intellia Therapeutics, Inc.

Healthcare
-1.85K
- 53.62%
$9.88 - $17.76 $18.3K - $32.9K
1.6K $27.6M
HII
Huntington Ingalls Industries, Inc.

Industrials
-15
- 93.75%
$246.31 - $287.91 $3.69K - $4.32K
1 $288K
AVB
Avalonbay Communities Inc

Real Estate
-9
- 5.52%
$182.72 - $204.51 $1.64K - $1.84K
154 $29.7M
EDV
Vanguard Extended Duration Tre

ETFs
-57
- 12.61%
$63.28 - $69.5 $3.61K - $3.96K
395 $27M
O
Realty Income Corp

Real Estate
-218
- 6.28%
$56.13 - $60.79 $12.2K - $13.3K
3.25K $198M
LHX
L3 Harris Technologies, Inc.

Industrials
-17
- 27.87%
$252.18 - $305.41 $4.29K - $5.19K
44 $13.4M
CROX
Crocs, Inc.

Consumer Cyclical
-5
- 6.25%
$74.39 - $108.79 $372 - $544
75 $6.27M
JPRE
J P Morgan Exchange Traded Fd

ETFs
-70
- 0.85%
$46.56 - $49.11 $3.26K - $3.44K
8.12K $389M
VNT
Vontier Corp

Technology
-26
- 27.08%
$37.48 - $43.71 $974 - $1.14K
70 $2.94M
ONL
Orion Office Reit Inc.

Real Estate
-4
- 66.67%
$2.27 - $3.04 $9.08 - $12.2
2 $5K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-179
- 7.32%
$28.92 - $32.19 $5.18K - $5.76K
2.27K $72.3M
OXY
Occidental Petroleum Corp

Energy
-53
- 8.12%
$42.54 - $48.1 $2.25K - $2.55K
600 $28.4M
ITT
Itt Inc.

Industrials
-21
- 8.79%
$155.93 - $182.88 $3.27K - $3.84K
218 $39M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-151
- 27.01%
$10.78 - $19.82 $1.63K - $2.99K
408 $7.97M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
-88
- 2.3%
$11.27 - $12.14 $992 - $1.07K
3.73K $44.9M
ORI
Old Republic International Corp

Financial Services
-65
- 5.75%
$35.74 - $42.47 $2.32K - $2.76K
1.07K $45.3M
GLW
Corning Inc

Technology
-62
- 23.66%
$51.6 - $82.03 $3.2K - $5.09K
200 $16.4M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-10
- 0.53%
$33.07 - $34.84 $331 - $348
1.88K $65.5M
ZM
Zoom Video Communications, Inc.

Technology
-40
- 2.99%
$69.77 - $86.83 $2.79K - $3.47K
1.3K $107M
ZION
Zions Bancorporation, National Association

Financial Services
-118
- 5.57%
$51.2 - $59.15 $6.04K - $6.98K
2K $113M
VEEV
Veeva Systems Inc

Healthcare
-6
- 0.99%
$269.2 - $297.91 $1.62K - $1.79K
600 $179M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4
- 2.23%
$534.91 - $598.71 $2.14K - $2.39K
175 $98.4M
XYL
Xylem Inc.

Industrials
-14
- 3.11%
$129.67 - $147.5 $1.82K - $2.07K
436 $64.3M
QS
Quantum Scape Corp

Consumer Cyclical
-42
- 2.57%
$6.36 - $14.64 $267 - $615
1.59K $19.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-8
- 0.24%
$69.02 - $73.57 $552 - $589
3.34K $245M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-711
- 8.35%
$22.91 - $27.85 $16.3K - $19.8K
7.8K $217M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-73
- 0.64%
$32.62 - $34.4 $2.38K - $2.51K
11.4K $391M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-156
- 3.08%
$107.27 - $113.94 $16.7K - $17.8K
4.91K $557M
TFC
Truist Financial Corp

Financial Services
-131
- 1.94%
$42.83 - $47.07 $5.61K - $6.17K
6.61K $302M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 1.69%
$567.77 - $614.76 $4.54K - $4.92K
466 $285M
CRSP
Crispr Therapeutics Ag

Healthcare
-745
- 18.01%
$48.51 - $68.14 $36.1K - $50.8K
3.39K $220M
AMD
Advanced Micro Devices Inc

Technology
-138
- 5.66%
$134.8 - $184.42 $18.6K - $25.4K
2.3K $372M
XEL
Xcel Energy Inc

Utilities
-20
- 0.85%
$67.56 - $80.65 $1.35K - $1.61K
2.33K $188M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.16K
- 2.62%
$28.15 - $30.13 $32.8K - $35.1K
43.2K $1.28B
VFC
V F Corp

Consumer Cyclical
-1.54K
- 6.77%
$11.66 - $15.56 $17.9K - $23.9K
21.1K $305M
SKYY
First Trust Cloud Computing Et

ETFs
-15
- 0.46%
$118.24 - $138.53 $1.77K - $2.08K
3.22K $433M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-55
- 3.57%
$546.99 - $602.2 $30.1K - $33.1K
1.48K $891M
MGC
Vanguard Mega Cap ETF

ETFs
-71
- 2.06%
$224.2 - $245.55 $15.9K - $17.4K
3.38K $825M
HEEM
Ishares Currency Hedged Msci E

ETFs
-54
- 0.37%
$29.85 - $33.65 $1.61K - $1.82K
14.6K $490M
WELL
Welltower Inc.

Real Estate
-94
- 3.36%
$150.71 - $178.14 $14.2K - $16.7K
2.71K $482M
Innovator ETF Trust
-1.47K
- 4.83%
N/A
28.9K $960M
GOOGL
Alphabet Inc.

Communication Services
-1.18K
- 23.18%
$174.36 - $254.72 $205K - $300K
3.91K $949M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-687
- 4.69%
$236.25 - $257.69 $162K - $177K
14K $3.58B
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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