Whipplewood Advisors, LLC Reduced Holdings in Q3 2025

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-4.14K
- 49.23%
$491.09 - $535.64 $2.03M - $2.22M
4.27K $2.21B
VEA
Vanguard Ftse Developed Market

ETFs
-30.2K
- 38.19%
$56.02 - $60.3 $1.69M - $1.82M
48.8K $2.93B
NVDA
Nvidia Corp

Technology
-11.1K
- 56.5%
$153.3 - $186.58 $1.71M - $2.08M
8.58K $1.6B
VUG
Vanguard Growth ETF

ETFs
-3.04K
- 93.25%
$433.97 - $484.08 $1.32M - $1.47M
220 $106M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.09K
- 63.53%
$211.65 - $238.24 $1.08M - $1.21M
2.92K $641M
VTV
Vanguard Value ETF

ETFs
-6.19K
- 97.1%
$175.51 - $186.57 $1.09M - $1.15M
185 $34.5M
Oaktree Specialty Lending Corp
-71.1K
- 97.1%
N/A
2.12K $27.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.07K
- 93.88%
$224.68 - $282.71 $689K - $867K
200 $55.9M
NFLX
Netflix Inc

Communication Services
-475
- 90.48%
$1147.87 - $1297.18 $545K - $616K
50 $59.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-24.2K
- 97.64%
$24.46 - $26.5 $592K - $641K
585 $15.4M
CION
Cion Investment Corp

Financial Services
-50.8K
- 97.2%
$9.48 - $10.86 $481K - $552K
1.46K $13.9M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-41.3K
- 97.04%
$10.17 - $11.97 $420K - $495K
1.26K $12.8M
IEMG
Ishares Inc

ETFs
-7.76K
- 86.24%
N/A
1.24K $81.6M
PM
Philip Morris International Inc.

Consumer Defensive
-1.62K
- 70.54%
$157.77 - $183.27 $255K - $297K
676 $110M
AINV
Apollo Investment Corp

Financial Services
-21.3K
- 33.63%
N/A
42K $504M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-6.7K
- 94.22%
$41.64 - $45.4 $279K - $304K
411 $18.7M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-7.8K
- 91.51%
$35.41 - $38.93 $276K - $304K
724 $28.2M
GOOG
Alphabet Inc.

Communication Services
-2.03K
- 57.47%
$175.16 - $255.24 $355K - $517K
1.5K $365M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.76K
- 95.67%
$25.29 - $28.33 $247K - $276K
442 $12.3M
LLY
Eli Lilly & CO

Healthcare
-313
- 96.31%
$625.65 - $812.69 $196K - $254K
12 $9.16M
NVO
Novo Nordisk A S

Healthcare
-3.26K
- 76.51%
$45.38 - $71.7 $148K - $234K
1K $55.5M
JNJ
Johnson & Johnson

Healthcare
-1.48K
- 82.47%
$155.17 - $185.42 $230K - $275K
315 $58.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.02K
- 18.66%
$49.43 - $54.52 $347K - $383K
30.6K $1.66B
UNH
Unitedhealth Group Inc

Healthcare
-661
- 67.38%
$237.77 - $353.61 $157K - $234K
320 $110M
SAP
Sap Se

Technology
-525
- 72.21%
$252.42 - $311.93 $133K - $164K
202 $54M
CSCO
Cisco Systems, Inc.

Technology
-2.35K
- 75.13%
$66.2 - $71.79 $156K - $169K
779 $53.3M
VT
Vanguard Total World Stk Index

ETFs
-3.01K
- 10.83%
$128.41 - $138.03 $387K - $416K
24.8K $3.42B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-4.26K
- 77.59%
$36.73 - $38.68 $156K - $165K
1.23K $47.6M
CVX
Chevron Corp

Energy
-955
- 48.85%
$145.57 - $161.83 $139K - $155K
1K $155M
DIS
Walt Disney CO

Communication Services
-794
- 23.65%
$112.25 - $124.0 $89.1K - $98.5K
2.56K $293M
MO
Altria Group, Inc.

Consumer Defensive
-2.45K
- 44.94%
$57.75 - $67.68 $141K - $166K
3K $198M
ASML
Asml Holding Nv

Technology
-153
- 85.96%
$689.63 - $968.09 $106K - $148K
25 $24.2M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-2.51K
- 84.91%
N/A
446 $20.4M
WMT
Walmart Inc.

Consumer Defensive
-1.18K
- 45.07%
$94.4 - $104.27 $111K - $123K
1.44K $148M
IVV
Ishares Core S&P 500 ETF

ETFs
-393
- 11.83%
$620.67 - $670.08 $244K - $263K
2.93K $1.96B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3.26K
- 38.99%
$35.42 - $38.65 $116K - $126K
5.11K $194M
MDT
Medtronic PLC

Healthcare
-1.15K
- 79.34%
$87.67 - $95.74 $101K - $110K
300 $28.6M
HIGH
Simplify Exchange Traded Fds E
-3.63K
- 55.49%
N/A
2.91K $67.2M
SYK
Stryker Corp

Healthcare
-206
- 44.21%
$368.57 - $403.53 $75.9K - $83.1K
260 $96.1M
SYY
Sysco Corp

Consumer Defensive
-1.24K
- 48.28%
$76.33 - $82.51 $94.5K - $102K
1.33K $109M
ADBE
Adobe Inc.

Technology
-167
- 21.92%
$333.65 - $392.1 $55.7K - $65.5K
595 $210M
SHEL
Shell PLC

Energy
-1.2K
- 53.27%
$69.82 - $73.93 $84.1K - $89K
1.06K $75.5M
ABT
Abbott Laboratories

Healthcare
-583
- 90.95%
$120.51 - $136.62 $70.3K - $79.6K
58 $7.77M
PG
Procter & Gamble CO

Consumer Defensive
-485
- 65.99%
$150.47 - $161.22 $73K - $78.2K
250 $38.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-159
- 61.39%
$459.11 - $506.91 $73K - $80.6K
100 $50.3M
DUK
Duke Energy Corp

Utilities
-674
- 40.63%
$116.31 - $125.93 $78.4K - $84.9K
985 $122M
Goldman Sachs ETF Trust
-1.75K
- 23.19%
N/A
5.79K $302M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.39K
- 11.39%
N/A
10.8K $1.07B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-231
- 43.92%
$404.94 - $499.99 $93.5K - $115K
295 $143M
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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