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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$220M
$241,000 0.0% of portfolio
6
Q1 2025 Reduced 86.05%
$270M
$888,000 0.0% of portfolio
456
Q1 2025 Added 380.0%
$154M
$1.07 Million 0.0% of portfolio
16
Q1 2025 New
$280M
$1.33 Million 0.0% of portfolio
13
Q1 2025 New
$118M
$544,000 0.0% of portfolio
89
Q1 2025 Reduced 88.88%
$92.9M
$13,000 0.0% of portfolio
352
Q1 2025 Added 5,766.67%
$201M
$449,000 0.0% of portfolio
21,788
Q1 2025 Added 47,265.22%
$103M
$467,000 0.0% of portfolio
47
Q1 2025 Added 46.88%
$262M
$414,000 0.0% of portfolio
225
Q1 2025 Added 212.5%

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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