Whipplewood Advisors, LLC Purchases in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
2.12K
New
$37.0 - $58.68 $78.4K - $124K
2.12K $78.8M
ACN
Accenture PLC

Technology
223
New
$343.9 - $376.86 $76.7K - $84K
223 $78.4M
TTE
Total Energies Se

Energy
1.43K
New
N/A
1.43K $77.8M
VTI
Vanguard Total Stock Market Et

ETFs
264
New
$280.04 - $302.45 $73.9K - $79.8K
264 $76.5M
SNY
Sanofi

Healthcare
1.58K
New
$45.89 - $57.31 $72.5K - $90.5K
1.58K $76.2M
PANW
Palo Alto Networks Inc

Technology
416
New
$181.96 - $405.9 $75.7K - $169K
416 $75.7M
MAR
Marriott International Inc

Consumer Cyclical
271
New
$246.06 - $292.59 $66.7K - $79.3K
271 $75.6M
MSCI
Msci Inc.

Financial Services
125
New
$569.09 - $635.99 $71.1K - $79.5K
125 $75M
FLNG
Flex Lng Ltd.

Energy
3.25K
New
$21.13 - $26.93 $68.7K - $87.5K
3.25K $74.6M
RELX
Relx PLC

Communication Services
1.62K
New
$44.45 - $48.63 $72.1K - $78.9K
1.62K $73.7M
MCO
Moodys Corp

Financial Services
155
New
$454.04 - $500.88 $70.4K - $77.6K
155 $73.4M
RIO
Rio Tinto PLC

Basic Materials
1.24K
New
$58.59 - $71.15 $72.4K - $87.9K
1.24K $72.7M
T
At&T Inc.

Communication Services
3.11K
New
$21.22 - $23.88 $66K - $74.2K
3.11K $70.8M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
901
New
$77.43 - $89.47 $69.8K - $80.6K
901 $70.2M
PEP
Pepsico Inc

Consumer Defensive
459
New
$151.29 - $176.1 $69.4K - $80.8K
459 $69.8M
MCHP
Microchip Technology Inc

Technology
1.19K
New
$55.51 - $79.05 $66.3K - $94.4K
1.19K $68.5M
IBM
International Business Machines Corp

Technology
309
New
$204.9 - $238.04 $63.3K - $73.6K
309 $67.9M
DAL
Delta Air Lines, Inc.

Industrials
1.11K
New
$47.46 - $65.77 $52.9K - $73.3K
1.11K $67.4M
LUMN
Lumen Technologies, Inc.

Communication Services
12.7K
New
$5.31 - $10.12 $67.3K - $128K
12.7K $67.3M
AZO
Autozone Inc

Consumer Cyclical
21
New
$2981.19 - $3370.27 $62.6K - $70.8K
21 $67.2M
ABT
Abbott Laboratories

Healthcare
584
New
$111.93 - $119.39 $65.4K - $69.7K
584 $66.1M
CL
Colgate Palmolive CO

Consumer Defensive
723
New
$90.22 - $102.31 $65.2K - $74K
723 $65.7M
Astera Labs Inc
495
New
N/A
495 $65.6M
ADI
Analog Devices Inc

Technology
306
New
$206.35 - $236.48 $63.1K - $72.4K
306 $65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
New
$4100.99 - $5300.34 $53.3K - $68.9K
13 $64.6M
GLBE
Global E Online Ltd.

Consumer Cyclical
1.18K
New
$35.95 - $57.07 $42.6K - $67.6K
1.18K $64.6M
INTC
Intel Corp

Technology
3.21K
New
$19.07 - $26.23 $61.2K - $84.2K
3.21K $64.4M
HEIA
Heico Crp Cl A
345
New
N/A
345 $64.2M
COP
Conocophillips

Energy
642
New
$95.12 - $114.72 $61.1K - $73.7K
642 $63.7M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.56K
New
$40.41 - $45.12 $63.1K - $70.5K
1.56K $63.2M
NU
Nu Holdings Ltd.

Financial Services
6K
New
$10.24 - $15.89 $61.4K - $95.3K
6K $62.1M
CRM
Salesforce, Inc.

Technology
185
New
$270.87 - $367.87 $50.1K - $68.1K
185 $61.9M
INTU
Intuit Inc

Technology
98
New
$602.01 - $706.25 $59K - $69.2K
98 $61.6M
STT
State Street Corp

Financial Services
623
New
$85.96 - $100.78 $53.6K - $62.8K
623 $61.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.17K
New
$25.93 - $105.3 $56.3K - $229K
2.17K $60.5M
SCI
Service Corp International

Consumer Cyclical
756
New
$73.36 - $88.6 $55.5K - $67K
756 $60.3M
Smurfit West Rock PLC
1.08K
New
N/A
1.08K $58.3M
AXP
American Express CO

Financial Services
196
New
$267.35 - $305.57 $52.4K - $59.9K
196 $58.2M
CTAS
Cintas Corp

Industrials
316
New
$182.7 - $226.47 $57.7K - $71.6K
316 $57.7M
BAC
Bank Of America Corp

Financial Services
1.31K
New
$39.22 - $47.77 $51.3K - $62.5K
1.31K $57.5M
IWN
Ishares Russell2000 Val ETF

ETFs
350
New
$162.69 - $181.35 $56.9K - $63.5K
350 $57.5M
BJAN
Innovator U.S. Equity Buffer E

ETFs
1.18K
New
$46.38 - $47.95 $54.7K - $56.6K
1.18K $56.6M
APH
Amphenol Corp

Technology
814
New
$62.07 - $75.35 $50.5K - $61.3K
814 $56.5M
WFC
Wells Fargo & Company

Financial Services
804
New
$54.98 - $77.35 $44.2K - $62.2K
804 $56.5M
MSI
Motorola Solutions, Inc.

Technology
122
New
$449.08 - $504.6 $54.8K - $61.6K
122 $56.4M
APA
Apa Corp

Energy
2.44K
New
$20.47 - $27.07 $49.9K - $66K
2.44K $56.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
47
New
$1146.59 - $1270.6 $53.9K - $59.7K
47 $55.7M
ADP
Automatic Data Processing Inc

Industrials
188
New
$280.08 - $307.97 $52.7K - $57.9K
188 $55M
ING
Ing Groep Nv

Financial Services
3.5K
New
$15.1 - $17.73 $52.8K - $62K
3.5K $54.8M
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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