Whipplewood Advisors, LLC Portfolio Holdings

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

Whipplewood Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 2037 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 $11.8B, Tesla, Inc. with a value of $4.87B, Apple Inc. with a value of $4.49B, Vanguard Ftse Developed Market with a value of $3.88B, and Microsoft Corp with a value of $3.71B.

Examining the 13F form we can see an increase of $176B in the current position value.

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 $176 Billion

ETFs: $76.1 Billion

Financial Services: $30.1 Billion

Technology: $18.2 Billion

Consumer Cyclical: $11.8 Billion

Healthcare: $5.96 Billion

Energy: $4.32 Billion

Communication Services: $3.98 Billion

Industrials: $3.51 Billion

Other: $5.25 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$11.8 Billion 6.73% of portfolio	233,402	Q4 2024 New
VEA Vanguard Ftse Developed Market ETFs	$0	$3.88 Billion 2.2% of portfolio	81,095	Q4 2024 New
VIG Vanguard Dividend Appreciation ETFs	$0	$3.47 Billion 1.97% of portfolio	17,698	Q4 2024 New
VT Vanguard Total World Stk Index ETFs	$0	$3.1 Billion 1.76% of portfolio	26,358	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$3.08 Billion 1.75% of portfolio	14,862	Q4 2024 New
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$2.63 Billion 1.5% of portfolio	32,883	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De) ETFs	$0	$2.25 Billion 1.28% of portfolio	39,657	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$2.19 Billion 1.24% of portfolio	37,996	Q4 2024 New
BALT Innovator Etfs Tr	$0	$2.15 Billion 1.22% of portfolio	68,538	Q4 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$2.11 Billion 1.2% of portfolio	37,385	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$2.12 Billion 1.2% of portfolio	22,814	Q4 2024 New
FNDF Schwab Fundamental Intl Large ETFs	$0	$2.05 Billion 1.17% of portfolio	61,732	Q4 2024 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.93 Billion 1.1% of portfolio	3,287	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.6 Billion 0.91% of portfolio	36,287	Q4 2024 New
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.47 Billion 0.84% of portfolio	62,181	Q4 2024 New
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$1.47 Billion 0.84% of portfolio	36,553	Q4 2024 New
VUG Vanguard Growth ETF ETFs	$0	$1.31 Billion 0.74% of portfolio	3,185	Q4 2024 New
EEMV Ishares Msci Emerging Markets ETFs	$0	$1.19 Billion 0.67% of portfolio	20,451	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.16 Billion 0.66% of portfolio	41,924	Q4 2024 New
FNDE Schwab Fundamental Emerging Mk ETFs	$0	$1.17 Billion 0.66% of portfolio	40,182	Q4 2024 New
PRFZ Invesco Ftse Rafi Us 1500 Smal ETFs	$0	$1.16 Billion 0.66% of portfolio	27,789	Q4 2024 New
BJUN Innovator U.S. Equity Buffer E ETFs	$0	$1.14 Billion 0.65% of portfolio	27,544	Q4 2024 New
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$1.09 Billion 0.62% of portfolio	30,287	Q4 2024 New
VTV Vanguard Value ETF ETFs	$0	$1.06 Billion 0.6% of portfolio	6,267	Q4 2024 New
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$1.03 Billion 0.58% of portfolio	33,751	Q4 2024 New
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$986 Million 0.56% of portfolio	38,651	Q4 2024 New
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$951 Million 0.54% of portfolio	26,526	Q4 2024 New
MOTI Vaneck Morningstar Internation ETFs	$0	$948 Million 0.54% of portfolio	31,290	Q4 2024 New
EFAX Spdr Index Shs Fds Msci Eafe F ETFs	$0	$846 Million 0.48% of portfolio	21,253	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$724 Million 0.41% of portfolio	1,416	Q4 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$727 Million 0.41% of portfolio	10,390	Q4 2024 New
BAB Invesco ETF Tr Ii Taxable Mun ETFs	$0	$724 Million 0.41% of portfolio	27,681	Q4 2024 New
MGC Vanguard Mega Cap ETF ETFs	$0	$707 Million 0.4% of portfolio	3,323	Q4 2024 New
KAPR Innovator U.S. Small Cap Power ETFs	$0	$647 Million 0.37% of portfolio	19,794	Q4 2024 New
EPRF Innovator Etfs Tr S&P Invt Gra ETFs	$0	$633 Million 0.36% of portfolio	34,812	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$605 Million 0.34% of portfolio	13,745	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$555 Million 0.32% of portfolio	23,927	Q4 2024 New
RWJ Invesco Exchange Traded Fd Tr ETFs	$0	$560 Million 0.32% of portfolio	12,227	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$504 Million 0.29% of portfolio	10,003	Q4 2024 New
SPGP Invesco Exchange Traded Fd Tr ETFs	$0	$499 Million 0.28% of portfolio	4,761	Q4 2024 New
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$483 Million 0.27% of portfolio	13,132	Q4 2024 New
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$422 Million 0.24% of portfolio	3,416	Q4 2024 New
IEMG Ishares Inc ETFs	$0	$393 Million 0.22% of portfolio	7,528	Q4 2024 New
HEEM Ishares Currency Hedged Msci E ETFs	$0	$387 Million 0.22% of portfolio	14,326	Q4 2024 New
BCD Abrdn Etfs Abrdn Bloomberg All ETFs	$0	$363 Million 0.21% of portfolio	11,572	Q4 2024 New
SKYY First Trust Cloud Computing Et ETFs	$0	$366 Million 0.21% of portfolio	3,076	Q4 2024 New
PIE Invesco Exchange Traded Fd Tr ETFs	$0	$362 Million 0.21% of portfolio	18,831	Q4 2024 New
IEFA Ishares Tr ETFs	$0	$376 Million 0.21% of portfolio	5,356	Q4 2024 New
JPRE J P Morgan Exchange Traded Fd ETFs	$0	$364 Million 0.21% of portfolio	7,695	Q4 2024 New
PREF Principal Spectrum Pfd Secs Ac ETFs	$0	$374 Million 0.21% of portfolio	20,112	Q4 2024 New

Summary

Portfolio
No. of Stocks 2,037
Current Value $176 Billion
Filing
Period Q4 2024
Filing Date February 04, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 1,184 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Whipplewood Advisors, LLC Portfolio Holdings