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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21B
$3.05 Million 0.0% of portfolio
7
Q4 2024 New
$52.2B
$2.11 Million 0.0% of portfolio
3
Q4 2024 New
$16.1B
$7.76 Million 0.0% of portfolio
22
Q4 2024 New
$12.7B
$538,000 0.0% of portfolio
3
Q4 2024 New
$42.8B
$612,000 0.0% of portfolio
69
Q4 2024 New
$13.2B
$1.98 Million 0.0% of portfolio
159
Q4 2024 New
$22.6B
$6.3 Million 0.0% of portfolio
742
Q4 2024 New
$36.2B
$5.15 Million 0.0% of portfolio
20
Q4 2024 New
$24.4B
$6.77 Million 0.0% of portfolio
640
Q4 2024 New
$24.6B
$742,000 0.0% of portfolio
2
Q4 2024 New
$10.6B
$5.85 Million 0.0% of portfolio
106
Q4 2024 New
$31.3B
$5.08 Million 0.0% of portfolio
54
Q4 2024 New
$20.3B
$1.31 Million 0.0% of portfolio
22
Q4 2024 New
$22.3B
$7.35 Million 0.0% of portfolio
261
Q4 2024 New
$28.9B
$5.62 Million 0.0% of portfolio
100
Q4 2024 New
$34.7B
$3.76 Million 0.0% of portfolio
12
Q4 2024 New
$29.4B
$5.87 Million 0.0% of portfolio
376
Q4 2024 New
$11.1B
$1.83 Million 0.0% of portfolio
11
Q4 2024 New
$52.2B
$4.39 Million 0.0% of portfolio
17
Q4 2024 New
$10.4B
$6.63 Million 0.0% of portfolio
129
Q4 2024 New
$15.1B
$1.44 Million 0.0% of portfolio
11
Q4 2024 New
$19.2B
$1.25 Million 0.0% of portfolio
26
Q4 2024 New
$22.6B
$8.77 Million 0.0% of portfolio
83
Q4 2024 New
$21.6B
$2.12 Million 0.0% of portfolio
26
Q4 2024 New
$29.1B
$541,000 0.0% of portfolio
3
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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