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
$141B
$29.6 Million 0.02% of portfolio
259
Q1 2025 Reduced 43.57%
$17.7B
$29.9 Million 0.02% of portfolio
74
Q1 2025 Reduced 33.93%
$253B
$34.7 Million 0.02% of portfolio
583
Q1 2025 Reduced 3.8%
-
$32.7 Million 0.02% of portfolio
-
Q1 2025 Reduced 13.79%
-
$40.3 Million 0.02% of portfolio
-
Q1 2025 Reduced 99.52%
$13.2B
$30.9 Million 0.02% of portfolio
305
Q1 2025 Added 27.62%
$48B
$36.6 Million 0.02% of portfolio
2,985
Q1 2025 Added 158.44%
$17.1B
$41.6 Million 0.02% of portfolio
37
Q1 2025 Reduced 98.58%
$51.7B
$28.9 Million 0.02% of portfolio
4
Q1 2025 Reduced 99.06%
$61.4B
$26.5 Million 0.02% of portfolio
4
Q1 2025 Reduced 99.16%
$165B
$33.7 Million 0.02% of portfolio
1,943
Q1 2025 Reduced 21.46%
$70.3B
$40.3 Million 0.02% of portfolio
19
Q1 2025 Reduced 84.43%
$80.6B
$34.3 Million 0.02% of portfolio
125
Q1 2025 Added 86.57%
$34.7B
$37.2 Million 0.02% of portfolio
3,283
Q1 2025 Added 1,115.93%
$40.6B
$27.3 Million 0.02% of portfolio
570
Q1 2025 Added 3.07%
$18.1B
$32.8 Million 0.02% of portfolio
65
Q1 2025 Reduced 67.17%
$58.7B
$25.4 Million 0.02% of portfolio
2
Q1 2025 Reduced 99.52%
$92.9B
$25.5 Million 0.02% of portfolio
104
Q1 2025 Added 166.67%
$80.2B
$34.8 Million 0.02% of portfolio
1,973
Q1 2025 Reduced 36.9%
$79.2B
$30.4 Million 0.02% of portfolio
25
Q1 2025 Reduced 85.55%
$98.3B
$36.4 Million 0.02% of portfolio
339
Q1 2025 Added 6.27%
$34B
$42 Million 0.02% of portfolio
1,092
Q1 2025 Reduced 42.41%
$56.9B
$29.5 Million 0.02% of portfolio
2,658
Q1 2025 Added 18,885.71%
$88.1B
$29.2 Million 0.02% of portfolio
598
Q1 2025 Added 564.44%
$4.22B
$37.5 Million 0.02% of portfolio
243
Q1 2025 New
$88.1B
$40.5 Million 0.02% of portfolio
104
Q1 2025 Reduced 24.09%
$90.1B
$27.4 Million 0.02% of portfolio
27
Q1 2025 Reduced 60.29%
$1.3B
$25.5 Million 0.02% of portfolio
3
Q1 2025 Reduced 99.91%
$282B
$25.9 Million 0.02% of portfolio
139
Q1 2025 Added 36.27%
$61.4B
$26.7 Million 0.02% of portfolio
64
Q1 2025 Reduced 36.63%
$179B
$39 Million 0.02% of portfolio
506
Q1 2025 Reduced 43.78%
$72.6B
$25.7 Million 0.02% of portfolio
345
Q1 2025 Added 26.37%
$29.8B
$39.6 Million 0.02% of portfolio
186
Q1 2025 Added 48.8%
$31.6B
$37.1 Million 0.02% of portfolio
870
Q1 2025 Reduced 37.14%
$75.8B
$39.6 Million 0.02% of portfolio
253
Q1 2025 Reduced 10.6%
$42.1B
$26.9 Million 0.02% of portfolio
71
Q1 2025 Reduced 55.63%
$29.2B
$12 Million 0.01% of portfolio
185
Q1 2025 Reduced 39.74%
$311B
$13.2 Million 0.01% of portfolio
6
Q1 2025 Reduced 94.0%
$8.56B
$13 Million 0.01% of portfolio
143
Q1 2025 Added 0.7%
$52.2B
$9.32 Million 0.01% of portfolio
78
Q1 2025 Added 59.18%
$39.9B
$10.3 Million 0.01% of portfolio
105
Q1 2025 Added 208.82%
$54.4B
$18.1 Million 0.01% of portfolio
35
Q1 2025 Reduced 79.77%
$104B
$13.1 Million 0.01% of portfolio
40
Q1 2025 Reduced 33.33%
$32.6B
$10.4 Million 0.01% of portfolio
77
Q1 2025 Added 133.33%
$73.4B
$15.2 Million 0.01% of portfolio
65
Q1 2025 Added 58.54%
$93.6B
$10.5 Million 0.01% of portfolio
134
Q1 2025 Added 74.03%
$869M
$8.71 Million 0.01% of portfolio
272
Q1 2025 New
$27.6B
$17.8 Million 0.01% of portfolio
375
Q1 2025 Reduced 52.77%
$53.1B
$13.4 Million 0.01% of portfolio
68
Q1 2025 Added 58.14%

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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