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
$53B
$21 Million 0.01% of portfolio
14
Q1 2025 Reduced 65.0%
$89.5B
$25 Million 0.01% of portfolio
81
Q1 2025 Reduced 95.54%
$15.2B
$11 Million 0.01% of portfolio
16
Q1 2025 Reduced 89.26%
$79.1B
$12.2 Million 0.01% of portfolio
249
Q1 2025 Added 71.72%
$122B
$8.95 Million 0.01% of portfolio
10,676
Q1 2025 Added 16,581.25%
$8.8B
$18.8 Million 0.01% of portfolio
57
Q1 2025 Reduced 81.73%
$30.3B
$14.5 Million 0.01% of portfolio
39,473
Q1 2025 Added 14,683.9%
$29.4B
$13.3 Million 0.01% of portfolio
195
Q1 2025 Added 82.24%
$33.7B
$15.7 Million 0.01% of portfolio
631
Q1 2025 Reduced 2.77%
$83.7B
$13.6 Million 0.01% of portfolio
1,090
Q1 2025 Added 1,297.44%
$41.8B
$21.4 Million 0.01% of portfolio
206
Q1 2025 Added 32.9%
$32.8B
$17.4 Million 0.01% of portfolio
389
Q1 2025 Added 88.83%
$64.3B
$16.1 Million 0.01% of portfolio
197
Q1 2025 Reduced 24.52%
$19.2B
$19.5 Million 0.01% of portfolio
117
Q1 2025 Added 160.0%
$25.2B
$19 Million 0.01% of portfolio
7
Q1 2025 Reduced 91.67%
$27.3B
$20.3 Million 0.01% of portfolio
104
Q1 2025 Reduced 15.45%
$57.9B
$19.2 Million 0.01% of portfolio
91
Q1 2025 Added 28.17%
$23.6B
$14.1 Million 0.01% of portfolio
43
Q1 2025 Reduced 66.41%
$91B
$14.1 Million 0.01% of portfolio
60
Q1 2025 Added 17.65%
$23.7B
$8.86 Million 0.01% of portfolio
260
Q1 2025 Added 333.33%
$39.1B
$10.3 Million 0.01% of portfolio
133
Q1 2025 Added 12.71%
$2.71B
$21.4 Million 0.01% of portfolio
2,348
Q1 2025 New
$45.8B
$12 Million 0.01% of portfolio
227
Q1 2025 Reduced 13.36%
$34.5B
$8.95 Million 0.01% of portfolio
73
Q1 2025 Reduced 35.4%
$45.1B
$10.7 Million 0.01% of portfolio
13
Q1 2025 Reduced 90.3%
$49.1B
$11.9 Million 0.01% of portfolio
6
Q1 2025 Reduced 84.62%
$25.4B
$10.6 Million 0.01% of portfolio
198
Q1 2025 Added 296.0%
$151B
$12.2 Million 0.01% of portfolio
6
Q1 2025 Reduced 68.42%
$32.5B
$9.22 Million 0.01% of portfolio
264
Q1 2025 Added 127.59%
$11.6B
$11.9 Million 0.01% of portfolio
9
Q1 2025 Reduced 84.75%
$54.7B
$15.4 Million 0.01% of portfolio
105
Q1 2025 Added 16.67%
$84.1B
$11.1 Million 0.01% of portfolio
38
Q1 2025 Added 216.67%
$26.1B
$10.1 Million 0.01% of portfolio
101
Q1 2025 Added 38.36%
$37.3B
$22.3 Million 0.01% of portfolio
332
Q1 2025 Added 7.44%
$42.2B
$8.6 Million 0.01% of portfolio
69
Q1 2025 Reduced 45.67%
$76.7B
$17.5 Million 0.01% of portfolio
26
Q1 2025 Reduced 62.32%
$83.5B
$10 Million 0.01% of portfolio
11
Q1 2025 Reduced 54.17%
$90.6B
$18.7 Million 0.01% of portfolio
274
Q1 2025 New
$11B
$10 Million 0.01% of portfolio
22
Q1 2025 Reduced 77.78%
$17.2B
$23.9 Million 0.01% of portfolio
61,190
Q1 2025 Added 22,232.12%
$69.4B
$10.1 Million 0.01% of portfolio
2
Q1 2025 Reduced 98.82%
$70.6B
$13 Million 0.01% of portfolio
41
Q1 2025 Added 127.78%
$19.8B
$19 Million 0.01% of portfolio
338
Q1 2025 Reduced 9.14%
$14.5B
$24.3 Million 0.01% of portfolio
80
Q1 2025 Added 19.4%
$18B
$23.4 Million 0.01% of portfolio
24
Q1 2025 Reduced 65.22%
$16.6B
$22.3 Million 0.01% of portfolio
68
Q1 2025 Added 38.78%
$79.5B
$21 Million 0.01% of portfolio
84
Q1 2025 Reduced 9.68%
$8.49B
$14.3 Million 0.01% of portfolio
93
Q1 2025 Reduced 73.73%
$63.5B
$11.4 Million 0.01% of portfolio
298
Q1 2025 Added 104.11%

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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