Whipplewood Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 2034 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 $6.94B, Vanguard Ftse Developed Market with a value of $4.5B, Innovator Etfs Tr with a value of $4.4B, Microsoft Corp with a value of $4.18B, and J P Morgan Exchange Traded Fd with a value of $3.8B.
Examining the 13F form we can see an increase of $12.6B in the current position value, from $169B to 182B.
Also it can be appreciated an additional of 68 stocks purchases and 1 closed positions.
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
$182 Billion
ETFs: $73.5 Billion
Financial Services: $33.2 Billion
Technology: $18.2 Billion
Consumer Cyclical: $10.5 Billion
Healthcare: $5.43 Billion
Communication Services: $4.64 Billion
Energy: $4.07 Billion
Industrials: $3.3 Billion
Other: $7.61 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
