Whipplewood Advisors, LLC Portfolio Holdings

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

Whipplewood Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 2067 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $9.44B, Vanguard Ftse Developed Market with a value of $4.13B, Apple Inc. with a value of $3.9B, J P Morgan Exchange Traded Fd with a value of $3.62B, and Vanguard Dividend Appreciation with a value of $3.44B.

Examining the 13F form we can see an decrease of $6.51B in the current position value, from $176B to 169B.

Whipplewood Advisors, LLC is based out at Littleton, CO

Below you can find more details about Whipplewood Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
ETFs: $72.6 Billion
Financial Services: $31.2 Billion
Technology: $15 Billion
Consumer Cyclical: $9.37 Billion
Healthcare: $6.1 Billion
Energy: $4.57 Billion
Communication Services: $3.79 Billion
Industrials: $3.19 Billion
Other: $5.44 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$43.2 Million 0.03% of portfolio
128
Q1 2025 Reduced 10.49%
$152B
$54.9 Million 0.03% of portfolio
17,024
Q1 2025 Added 4,072.55%
$38.5B
$53.5 Million 0.03% of portfolio
33
Q1 2025 Reduced 70.54%
$26.3B
$50.7 Million 0.03% of portfolio
249
Q1 2025 Reduced 63.22%
$14.8B
$42.9 Million 0.03% of portfolio
465
Q1 2025 Added 5.44%
$79.2B
$43.6 Million 0.03% of portfolio
105
Q1 2025 Reduced 33.54%
$43.2B
$46.6 Million 0.03% of portfolio
305
Q1 2025 Added 329.58%
$21.8B
$54.9 Million 0.03% of portfolio
1,516
Q1 2025 Reduced 29.81%
$4.55B
$57.6 Million 0.03% of portfolio
5
Q1 2025 Reduced 99.96%
$27.1B
$50.8 Million 0.03% of portfolio
456
Q1 2025 Added 936.36%
$41B
$57.8 Million 0.03% of portfolio
872
Q1 2025 Reduced 26.97%
$31.1B
$52.8 Million 0.03% of portfolio
136
Q1 2025 Reduced 50.72%
$11.4B
$44.4 Million 0.03% of portfolio
1,083
Q1 2025 Reduced 4.24%
$51.6B
$51.7 Million 0.03% of portfolio
151
Q1 2025 Reduced 48.46%
$60.2B
$49.5 Million 0.03% of portfolio
324
Q1 2025 Reduced 19.2%
$20.2B
$59.1 Million 0.03% of portfolio
4
Q1 2025 Reduced 99.43%
$30.2B
$47.4 Million 0.03% of portfolio
1,890
Q1 2025 Reduced 4.01%
$39.4B
$53.8 Million 0.03% of portfolio
22,003
Q1 2025 Added 3,431.78%
$152B
$54.2 Million 0.03% of portfolio
896
Q1 2025 Reduced 5.49%
$47.5B
$51.8 Million 0.03% of portfolio
62
Q1 2025 Reduced 61.25%
$303B
$58.6 Million 0.03% of portfolio
869
Q1 2025 Added 8.08%
$23.9B
$53.8 Million 0.03% of portfolio
457
Q1 2025 Added 1.56%
$64.1B
$27.1 Million 0.02% of portfolio
15
Q1 2025 Reduced 93.98%
$54B
$27.1 Million 0.02% of portfolio
257
Q1 2025 Reduced 48.6%
$55.6B
$31.5 Million 0.02% of portfolio
68
Q1 2025 Reduced 79.82%
$42.6B
$34.4 Million 0.02% of portfolio
11,055
Q1 2025 Added 2,895.93%
$25.9B
$33.3 Million 0.02% of portfolio
261
Q1 2025 Added 15.49%
$57.6B
$25.7 Million 0.02% of portfolio
31
Q1 2025 Reduced 41.51%
$31.7B
$35.5 Million 0.02% of portfolio
270
Q1 2025 Added 350.0%
$28.3B
$35 Million 0.02% of portfolio
183
Q1 2025 Added 12.27%
$143B
$34.3 Million 0.02% of portfolio
14
Q1 2025 Reduced 99.67%
$14.4B
$32.4 Million 0.02% of portfolio
22
Q1 2025 Reduced 97.98%
$221B
$40.2 Million 0.02% of portfolio
436
Q1 2025 Added 340.4%
$180B
$35.5 Million 0.02% of portfolio
570
Q1 2025 Added 79.25%
$99.9B
$41.9 Million 0.02% of portfolio
145
Q1 2025 Reduced 8.23%
$153B
$41.9 Million 0.02% of portfolio
554
Q1 2025 Reduced 56.03%
$19.7B
$26.8 Million 0.02% of portfolio
43
Q1 2025 New
$27.7B
$25.5 Million 0.02% of portfolio
60
Q1 2025 Reduced 62.96%
$102B
$35.9 Million 0.02% of portfolio
189
Q1 2025 Added 158.9%
$23.9B
$33.8 Million 0.02% of portfolio
-
Q1 2025 Added 981.82%
$83.1B
$38.1 Million 0.02% of portfolio
668
Q1 2025 Added 26.28%
$58.7B
$35.3 Million 0.02% of portfolio
194
Q1 2025 Reduced 51.62%
$16.6B
$27.6 Million 0.02% of portfolio
44
Q1 2025 Reduced 24.14%
$41.7B
$29.3 Million 0.02% of portfolio
298
Q1 2025 Added 34.23%
$3.44B
$35 Million 0.02% of portfolio
417
Q1 2025 Reduced 27.85%
$82.4B
$26.7 Million 0.02% of portfolio
103
Q1 2025 Added 5.1%
$136B
$41.9 Million 0.02% of portfolio
385
Q1 2025 Added 2.39%
$23B
$26.5 Million 0.02% of portfolio
17,556
Q1 2025 Added 5,252.44%
$241B
$26.2 Million 0.02% of portfolio
56,745
Q1 2025 Added 96,077.97%

Summary

  • Portfolio
  • No. of Stocks 2,067
  • Current Value $169 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 59 stocks
  • Additional Purchases 580 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 561 stocks
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