Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Celestica Inc
150
New
N/A
150 $13.8M
HMC
Honda Motor CO LTD

Consumer Cyclical
484
New
$23.7 - $32.62 $11.5K - $15.8K
484 $13.8M
USFD
Us Foods Holding Corp.

Consumer Defensive
203
New
$60.65 - $72.33 $12.3K - $14.7K
203 $13.7M
QS
Quantum Scape Corp

Consumer Cyclical
2.63K
New
$4.73 - $6.5 $12.4K - $17.1K
2.63K $13.7M
CMI
Cummins Inc

Industrials
39
New
$324.93 - $383.42 $12.7K - $15K
39 $13.6M
Ferguson Enterprises Inc
78
New
N/A
78 $13.5M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
59
New
$193.7 - $235.05 $11.4K - $13.9K
59 $13.5M
GAB
Gabelli Equity Trust Inc

Financial Services
2.51K
New
$5.36 - $5.83 $13.4K - $14.6K
2.51K $13.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
128
New
$99.11 - $112.25 $12.7K - $14.4K
128 $13.4M
WING
Wingstop Inc.

Consumer Cyclical
47
New
$281.09 - $422.95 $13.2K - $19.9K
47 $13.4M
KKR
Kkr & Co. Inc.

Financial Services
89
New
$129.87 - $162.87 $11.6K - $14.5K
89 $13.2M
Atlassian Corp
54
New
N/A
54 $13.1M
EQR
Equity Residential

Real Estate
182
New
$69.12 - $77.48 $12.6K - $14.1K
182 $13.1M
FITB
Fifth Third Bancorp

Financial Services
307
New
$41.76 - $48.44 $12.8K - $14.9K
307 $13M
MTB
M&T Bank Corp

Financial Services
69
New
$172.48 - $221.95 $11.9K - $15.3K
69 $13M
Te Connectivity PLC
90
New
N/A
90 $12.9M
JBL
Jabil Inc

Technology
89
New
$118.97 - $147.77 $10.6K - $13.2K
89 $12.8M
BBY
Best Buy CO Inc

Consumer Cyclical
149
New
$85.2 - $101.35 $12.7K - $15.1K
149 $12.8M
APO
Apollo Global Management, Inc.

Financial Services
77
New
$131.36 - $178.61 $10.1K - $13.8K
77 $12.7M
ADSK
Autodesk, Inc.

Technology
43
New
N/A
43 $12.7M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
100
New
$110.69 - $154.48 $11.1K - $15.4K
100 $12.7M
DELL
Dell Technologies Inc.

Technology
110
New
$111.96 - $144.21 $12.3K - $15.9K
110 $12.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
33
New
$260.53 - $404.79 $8.6K - $13.4K
33 $12.6M
SPG
Simon Property Group Inc

Real Estate
73
New
$167.23 - $183.84 $12.2K - $13.4K
73 $12.6M
GLW
Corning Inc

Technology
262
New
$44.11 - $49.76 $11.6K - $13K
262 $12.5M
CCI
Crown Castle International Corp

Real Estate
134
New
$89.78 - $119.11 $12K - $16K
134 $12.2M
RSG
Republic Services, Inc.

Industrials
60
New
$198.0 - $218.75 $11.9K - $13.1K
60 $12.1M
ROP
Roper Technologies Inc

Industrials
23
New
$519.85 - $575.95 $12K - $13.2K
23 $12M
KJUL
Innovator U.S. Small Cap Power

Technology
393
New
$28.78 - $30.34 $11.3K - $11.9K
393 $11.6M
TYL
Tyler Technologies Inc

Technology
20
New
$576.64 - $635.69 $11.5K - $12.7K
20 $11.5M
Cooper Cos Inc/The
125
New
N/A
125 $11.5M
SNN
Smith & Nephew PLC

Healthcare
466
New
$24.29 - $30.81 $11.3K - $14.4K
466 $11.5M
GPC
Genuine Parts CO

Consumer Cyclical
98
New
$113.11 - $143.63 $11.1K - $14.1K
98 $11.4M
HWM
Howmet Aerospace Inc.

Industrials
104
New
$99.72 - $120.09 $10.4K - $12.5K
104 $11.4M
CYBR
Cyber Ark Software Ltd.

Technology
34
New
$274.1 - $333.15 $9.32K - $11.3K
34 $11.3M
SCHO
Schwab Short Term Us Treasury

ETFs
470
New
$24.06 - $48.88 $11.3K - $23K
470 $11.3M
VVV
Valvoline Inc

Energy
311
New
$36.18 - $43.41 $11.3K - $13.5K
311 $11.3M
BK
Bank Of New York Mellon Corp

Financial Services
145
New
$70.82 - $81.87 $10.3K - $11.9K
145 $11.1M
ANSS
Ansys Inc

Technology
33
New
$313.05 - $361.45 $10.3K - $11.9K
33 $11.1M
PSA
Public Storage

Real Estate
37
New
$289.33 - $360.21 $10.7K - $13.3K
37 $11.1M
BX
Blackstone Inc.

Financial Services
64
New
$148.45 - $199.05 $9.5K - $12.7K
64 $11M
HSY
Hershey CO

Consumer Defensive
65
New
$168.67 - $193.65 $11K - $12.6K
65 $11M
AMT
American Tower Corp

Real Estate
60
New
$179.4 - $232.01 $10.8K - $13.9K
60 $11M
BRO
Brown & Brown, Inc.

Financial Services
107
New
$100.93 - $113.42 $10.8K - $12.1K
107 $10.9M
WM
Waste Management Inc

Industrials
54
New
$201.79 - $228.46 $10.9K - $12.3K
54 $10.9M
BAX
Baxter International Inc

Healthcare
370
New
$28.63 - $37.84 $10.6K - $14K
370 $10.8M
Veralto Corp
105
New
N/A
105 $10.7M
EVR
Evercore Inc.

Financial Services
38
New
$247.66 - $315.67 $9.41K - $12K
38 $10.5M
BURL
Burlington Stores, Inc.

Consumer Cyclical
36
New
$242.7 - $295.49 $8.74K - $10.6K
36 $10.3M
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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