Whipplewood Advisors, LLC Portfolio Holdings by Sector

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Industry Value Buys Sells New Positions Closed Positions Options
ETFs | ETFs

JAAA VEA JEPI VIG VT MTUM VIGI FNDF 138 stocks

$72.6 Million 47.95% of portfolio
  75  
  63  
  24  
 -
0 Calls
0 Puts
Asset Management | Financial Services

WEA HYT MSD DSU NIM AINV EVN GBAB 50 stocks

$25.7 Million 17.01% of portfolio
  14  
  36  
 - -
0 Calls
0 Puts
Software—Infrastructure | Technology

MSFT ADBE ORCL GDDY CRWD CYBR VRSN IOT 32 stocks

$4.16 Million 2.75% of portfolio
  22  
  9  
  1  
 -
0 Calls
0 Puts
Consumer Electronics | Technology

AAPL SONY 2 stocks

$3.95 Million 2.61% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Semiconductors | Technology

NVDA TSM QCOM AVGO AMD ASX INTC ADI 20 stocks

$3.91 Million 2.58% of portfolio
  10  
  10  
 - -
0 Calls
0 Puts
Auto Manufacturers | Consumer Cyclical

TSLA RACE TM GM HMC F RIVN 7 stocks

$3.3 Million 2.18% of portfolio
  2  
  5  
 - -
0 Calls
0 Puts
Oil & Gas Midstream | Energy

EPD ET OKE WMB FLNG LNG ENB KMI 12 stocks

$3.18 Million 2.1% of portfolio
  5  
  6  
  1  
 -
0 Calls
0 Puts
Internet Content & Information | Communication Services

GOOGL META GOOG SPOT PINS DASH TME MTCH 13 stocks

$2.44 Million 1.61% of portfolio
  10  
  3  
 - -
0 Calls
0 Puts
Internet Retail | Consumer Cyclical

AMZN SE MELI GLBE BABA EBAY ETSY CVNA 9 stocks

$2.33 Million 1.54% of portfolio
  4  
  5  
  1  
 -
0 Calls
0 Puts
Software—Application | Technology

APP SAP NOW DDOG CDNS SNOW INTU SHOP 33 stocks

$2.11 Million 1.39% of portfolio
  18  
  15  
  3  
 -
0 Calls
0 Puts
Drug Manufacturers—General | Healthcare

JNJ LLY AZN ABBV NVS MRK AMGN PFE 13 stocks

$1.86 Million 1.23% of portfolio
  7  
  6  
 - -
0 Calls
0 Puts
Restaurants | Consumer Cyclical

MCD DPZ YUM SBUX DRI WING CMG TXRH 12 stocks

$1.61 Million 1.06% of portfolio
  5  
  6  
 - -
0 Calls
0 Puts
Credit Services | Financial Services

V ORCC MA AXP DFS PYPL COF IX 15 stocks

$1.58 Million 1.05% of portfolio
  12  
  3  
  2  
 -
0 Calls
0 Puts
Banks—Regional | Financial Services

USB TFC IBN ZION KEY PNC HDB FITB 42 stocks

$1.13 Million 0.75% of portfolio
  15  
  27  
 - -
0 Calls
0 Puts
Oil & Gas Integrated | Energy

CVX XOM SHEL BP TTE PBR EQNR SU 10 stocks

$1.05 Million 0.7% of portfolio
  2  
  8  
 - -
0 Calls
0 Puts
Banks—Diversified | Financial Services

JPM BCS ING NU WFC BAC C HSBC 15 stocks

$914,152 0.6% of portfolio
  5  
  10  
 - -
0 Calls
0 Puts
Biotechnology | Healthcare

NVO VRTX CRSP ARGX NTLA ALNY PCVX UTHR 23 stocks

$901,756 0.6% of portfolio
  12  
  11  
 - -
0 Calls
0 Puts
Entertainment | Communication Services

NFLX DIS WBD LYV NXST FOXA FOX NWSA 10 stocks

$862,294 0.57% of portfolio
  4  
  6  
 - -
0 Calls
0 Puts
Tobacco | Consumer Defensive

PM MO BTI TPB 4 stocks

$805,195 0.53% of portfolio
  1  
  3  
 - -
0 Calls
0 Puts
Diagnostics & Research | Healthcare

TMO DHR NTRA ILMN MTD DGX ICLR IDXX 14 stocks

$765,496 0.51% of portfolio
  9  
  5  
 - -
0 Calls
0 Puts
Specialty Industrial Machinery | Industrials

GE EMR ETN XYL ITW GGG ITT PH 22 stocks

$708,425 0.47% of portfolio
  17  
  5  
 - -
0 Calls
0 Puts
Healthcare Plans | Healthcare

UNH CVS CI ELV HUM CNC 6 stocks

$693,700 0.46% of portfolio
  3  
  3  
 - -
0 Calls
0 Puts
Medical Devices | Healthcare

SYK MDT BSX ABT PHG GKOS SNN DXCM 18 stocks

$628,181 0.42% of portfolio
  10  
  8  
  1  
 -
0 Calls
0 Puts
Utilities—Regulated Electric | Utilities

DUK XEL NEE ETR PEG AEP PPL DTE 23 stocks

$625,323 0.41% of portfolio
  11  
  12  
 - -
0 Calls
0 Puts
Aerospace & Defense | Industrials

RTX LMT TDG NOC HEI GD AXON HWM 17 stocks

$545,235 0.36% of portfolio
  8  
  9  
 - -
0 Calls
0 Puts
Specialty Retail | Consumer Cyclical

WSM AZO ORLY CASY DKS GPC BBY TSCO 11 stocks

$535,239 0.35% of portfolio
  9  
  2  
 - -
0 Calls
0 Puts
Discount Stores | Consumer Defensive

COST WMT TGT DG OLLI DLTR 6 stocks

$534,917 0.35% of portfolio
  4  
  2  
 - -
0 Calls
0 Puts
Medical Distribution | Healthcare

MCK ABC CAH HSIC 4 stocks

$477,968 0.32% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Medical Instruments & Supplies | Healthcare

ISRG BDX ALC WST LMAT RMD HOLX ATR 12 stocks

$462,484 0.31% of portfolio
  10  
  2  
 - -
0 Calls
0 Puts
REIT—Healthcare Facilities | Real Estate

WELL PEAK OHI CTRE MPW LTC VTR SBRA 8 stocks

$459,970 0.3% of portfolio
-
  8  
 - -
0 Calls
0 Puts
Railroads | Industrials

UNP WAB NSC CSX CNI 5 stocks

$454,364 0.3% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
Insurance Brokers | Financial Services

AJG MMC AON BRO WTW ERIE 6 stocks

$443,393 0.29% of portfolio
  4  
  2  
 - -
0 Calls
0 Puts
Beverages—Non-Alcoholic | Consumer Defensive

KO KOF PEP CCEP MNST KDP 6 stocks

$397,540 0.26% of portfolio
  2  
  4  
 - -
0 Calls
0 Puts
Capital Markets | Financial Services

LPLA MS SCHW GS APLD EVR HLI JEF 9 stocks

$391,102 0.26% of portfolio
  6  
  3  
  1  
 -
0 Calls
0 Puts
Telecom Services | Communication Services

VZ T LUMN CMCSA TMUS VOD CHTR CCOI 15 stocks

$371,220 0.25% of portfolio
  5  
  9  
  1  
 -
0 Calls
0 Puts
Apparel Manufacturing | Consumer Cyclical

VFC RL PVH OXM COLM 5 stocks

$341,787 0.23% of portfolio
  4  
  1  
 - -
0 Calls
0 Puts
Waste Management | Industrials

WCN GFL RSG WM 4 stocks

$339,512 0.22% of portfolio
-
  4  
 - -
0 Calls
0 Puts
Financial Data & Stock Exchanges | Financial Services

SPGI MSCI MCO CME ICE FDS CBOE MORN 9 stocks

$332,365 0.22% of portfolio
  6  
  3  
 - -
0 Calls
0 Puts
Household & Personal Products | Consumer Defensive

PG CL UL KMB CHD CLX IPAR SPB 10 stocks

$326,999 0.22% of portfolio
  4  
  6  
 - -
0 Calls
0 Puts
REIT—Retail | Real Estate

O SPG KIM 3 stocks

$311,177 0.21% of portfolio
  3  
 - - -
0 Calls
0 Puts
Home Improvement Retail | Consumer Cyclical

LOW HD FND 3 stocks

$285,300 0.19% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Semiconductor Equipment & Materials | Technology

ASML ENTG AMAT KLAC TER ONTO 6 stocks

$281,051 0.19% of portfolio
  5  
  1  
 - -
0 Calls
0 Puts
Insurance—Diversified | Financial Services

BRK-B ORI AIG HIG EQH ACGL 6 stocks

$270,989 0.18% of portfolio
  1  
  5  
 - -
0 Calls
0 Puts
REIT—Mortgage | Real Estate

BXMT STWD NRZ 3 stocks

$237,540 0.16% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Communication Equipment | Technology

CSCO MSI HPE ERIC ZBRA UI 6 stocks

$234,442 0.15% of portfolio
  3  
  3  
  1  
 -
0 Calls
0 Puts
Other Industrial Metals & Mining | Basic Materials

BHP RIO MTRN NAK TECK VALE 6 stocks

$223,544 0.15% of portfolio
-
  6  
 - -
0 Calls
0 Puts
Information Technology Services | Technology

IBM ACN FISV CTSH G IT FIS CNXC 19 stocks

$206,657 0.14% of portfolio
  14  
  5  
  1  
 -
0 Calls
0 Puts
Food Distribution | Consumer Defensive

SYY USFD CHEF 3 stocks

$201,896 0.13% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Industrial Distribution | Industrials

GWW FAST WCC POOL MSM 5 stocks

$196,506 0.13% of portfolio
  2  
  3  
 - -
0 Calls
0 Puts
Apparel Retail | Consumer Cyclical

ROST TJX LULU BURL SCVL URBN BKE 7 stocks

$196,061 0.13% of portfolio
  6  
  1  
 - -
0 Calls
0 Puts
Oil & Gas E&P | Energy

COP APA OXY EOG WDS CTRA AR DVN 15 stocks

$187,946 0.12% of portfolio
  7  
  8  
 - -
0 Calls
0 Puts
Building Products & Equipment | Industrials

JCI OC CARR TT FBHS BECN LII CSL 13 stocks

$171,470 0.11% of portfolio
  5  
  8  
  1  
 -
0 Calls
0 Puts
Health Information Services | Healthcare

VEEV TDOC HSTM HQY EVH 5 stocks

$169,128 0.11% of portfolio
  4  
  1  
 - -
0 Calls
0 Puts
Resorts & Casinos | Consumer Cyclical

MTN WYNN VAC MGM 4 stocks

$165,296 0.11% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Insurance—Property & Casualty | Financial Services

WRB CB TRV PGR ALL CINF WTM AFG 11 stocks

$164,982 0.11% of portfolio
  8  
  3  
 - -
0 Calls
0 Puts
Specialty Chemicals | Basic Materials

APD SHW DD ECL ESI EMN CBT IFF 14 stocks

$148,985 0.1% of portfolio
  7  
  6  
  1  
 -
0 Calls
0 Puts
Gold | Basic Materials

NEM AEM GOLD RGLD 4 stocks

$144,220 0.1% of portfolio
  1  
  3  
 - -
0 Calls
0 Puts
Travel Services | Consumer Cyclical

BKNG ABNB RCL CCL TCOM TNL EXPE MMYT 9 stocks

$133,745 0.09% of portfolio
  5  
  4  
 - -
0 Calls
0 Puts
Agricultural Inputs | Basic Materials

CTVA CF MOS SMG 4 stocks

$131,767 0.09% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Insurance—Reinsurance | Financial Services

RGA RE RNR 3 stocks

$125,939 0.08% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Integrated Freight & Logistics | Industrials

FDX UPS LSTR EXPD JBHT CHRW XPO GXO 8 stocks

$124,279 0.08% of portfolio
  6  
  2  
 - -
0 Calls
0 Puts
Insurance—Life | Financial Services

PUK AFL UNM MET PRU PRI CNO GL 10 stocks

$116,983 0.08% of portfolio
  5  
  5  
 - -
0 Calls
0 Puts
Staffing & Employment Services | Industrials

ADP PAYX RHI KFRC MAN KFY 6 stocks

$116,876 0.08% of portfolio
  5  
  1  
 - -
0 Calls
0 Puts
Footwear & Accessories | Consumer Cyclical

CROX NKE SKX DECK ONON 5 stocks

$110,638 0.07% of portfolio
  3  
  2  
  1  
 -
0 Calls
0 Puts
Confectioners | Consumer Defensive

MDLZ HSY 2 stocks

$105,632 0.07% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Oil & Gas Refining & Marketing | Energy

PSX VLO MPC VVV DINO 5 stocks

$97,742 0.06% of portfolio
  1  
  4  
 - -
0 Calls
0 Puts
Gambling | Consumer Cyclical

DKNG 1 stocks

$93,354 0.06% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Specialty Business Services | Industrials

CTAS GPN ABM DLB UNF RTO 6 stocks

$92,032 0.06% of portfolio
  5  
  1  
 - -
0 Calls
0 Puts
Consulting Services | Industrials

VRSK BAH CRAI EFX EXPO 5 stocks

$91,279 0.06% of portfolio
  2  
  3  
 - -
0 Calls
0 Puts
Lodging | Consumer Cyclical

MAR HLT H CHH WH IHG 6 stocks

$88,231 0.06% of portfolio
  4  
  2  
 - -
0 Calls
0 Puts
Electrical Equipment & Parts | Industrials

VRT HUBB AYI NVT 4 stocks

$86,480 0.06% of portfolio
  4  
 - - -
0 Calls
0 Puts
Personal Services | Consumer Cyclical

SCI HRB ROL BFAM 4 stocks

$86,466 0.06% of portfolio
-
  4  
 - -
0 Calls
0 Puts
Packaged Foods | Consumer Defensive

FRPT MKC INGR SJM CAG K GIS UTZ 17 stocks

$85,747 0.06% of portfolio
  8  
  9  
 - -
0 Calls
0 Puts
Publishing | Communication Services

RELX NYT 2 stocks

$85,602 0.06% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Electronic Components | Technology

APH GLW JBL OLED LFUS FLEX 6 stocks

$83,728 0.06% of portfolio
  1  
  4  
 - -
0 Calls
0 Puts
Utilities—Independent Power Producers | Utilities

VST NRG 2 stocks

$76,806 0.05% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Medical Care Facilities | Healthcare

HCA CHE EHC ENSG THC DVA AMED USPH 9 stocks

$76,278 0.05% of portfolio
  6  
  3  
 - -
0 Calls
0 Puts
Closed-End Fund - Equity | ETFs

VTI 1 stocks

$72,558 0.05% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Farm & Heavy Construction Machinery | Industrials

CAT DE PCAR OSK AGCO 5 stocks

$67,280 0.04% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
Drug Manufacturers—Specialty & Generic | Healthcare

TAK ZTS HLN NBIX ELAN TEVA VTRS PRGO 9 stocks

$65,044 0.04% of portfolio
  4  
  5  
 - -
0 Calls
0 Puts
Engineering & Construction | Industrials

PWR FIX TTEK MTRX ACM FLR MTZ 7 stocks

$62,076 0.04% of portfolio
  6  
 -
  2  
 -
0 Calls
0 Puts
Building Materials | Basic Materials

CRH.L MLM VMC EXP 4 stocks

$61,412 0.04% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
REIT—Specialty | Real Estate

AMT EQIX CCI WY SBAC RYN DLR EPR 10 stocks

$61,226 0.04% of portfolio
  5  
  5  
 - -
0 Calls
0 Puts
Beverages—Wineries & Distilleries | Consumer Defensive

DEO STZ 2 stocks

$60,825 0.04% of portfolio
-
  2  
 - -
0 Calls
0 Puts
Beverages—Brewers | Consumer Defensive

BUD TAP ABEV 3 stocks

$54,888 0.04% of portfolio
-
  3  
 - -
0 Calls
0 Puts
REIT—Residential | Real Estate

AVB MAA NXRT AMH EQR SUI UDR 7 stocks

$49,986 0.03% of portfolio
  4  
  3  
 - -
0 Calls
0 Puts
REIT—Industrial | Real Estate

PLD PSA TRNO EXR FR STAG COLD REXR 8 stocks

$49,369 0.03% of portfolio
  5  
  2  
 - -
0 Calls
0 Puts
Grocery Stores | Consumer Defensive

KR SFM ACI 3 stocks

$45,532 0.03% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
REIT—Diversified | Real Estate

VICI 1 stocks

$37,089 0.02% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Utilities—Renewable | Utilities

CEG EE 2 stocks

$36,980 0.02% of portfolio
  2  
 - - -
0 Calls
0 Puts
Steel | Basic Materials

MT STLD NUE 3 stocks

$36,497 0.02% of portfolio
  1  
  2  
 - -
0 Calls
0 Puts
Airlines | Industrials

UAL RYAAY DAL ALK CPA AAL 6 stocks

$36,387 0.02% of portfolio
  2  
  4  
 - -
0 Calls
0 Puts
Auto Parts | Consumer Cyclical

ALSN QS ALV LEA GNTX BWA MGA 7 stocks

$35,341 0.02% of portfolio
  3  
  4  
 - -
0 Calls
0 Puts
Residential Construction | Consumer Cyclical

PHM LEN TOL DHI IBP TMHC DFH MHO 8 stocks

$35,224 0.02% of portfolio
  3  
  5  
 - -
0 Calls
0 Puts
Oil & Gas Equipment & Services | Energy

TS SLB FTI HAL BKR NOV WHD 7 stocks

$34,515 0.02% of portfolio
  3  
  4  
 - -
0 Calls
0 Puts
Trucking | Industrials

ODFL SNDR 2 stocks

$34,176 0.02% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Utilities—Regulated Water | Utilities

AWK WTRG 2 stocks

$33,656 0.02% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Electronic Gaming & Multimedia | Communication Services

EA TTWO 2 stocks

$33,275 0.02% of portfolio
  2  
 - - -
0 Calls
0 Puts
Conglomerates | Industrials

HON MMM VMI MATW 4 stocks

$29,335 0.02% of portfolio
  4  
 - - -
0 Calls
0 Puts
Computer Hardware | Technology

NTAP DELL STX HPQ LOGI WDC 6 stocks

$26,605 0.02% of portfolio
  3  
  3  
 - -
0 Calls
0 Puts
REIT—Office | Real Estate

KRC VNO CUZ BXP HIW DEI ONL 7 stocks

$26,532 0.02% of portfolio
  2  
  5  
 - -
0 Calls
0 Puts
Insurance—Specialty | Financial Services

MTG AGO AIZ FNF RDN FAF 6 stocks

$25,338 0.02% of portfolio
  4  
  2  
 - -
0 Calls
0 Puts
Scientific & Technical Instruments | Technology

FTV KEYS GRMN VNT MKSI ST 6 stocks

$18,757 0.01% of portfolio
  2  
  4  
 - -
0 Calls
0 Puts
Copper | Basic Materials

FCX SCCO 2 stocks

$18,368 0.01% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Uranium | Energy

CCJ 1 stocks

$15,723 0.01% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Real Estate Services | Real Estate

CSGP EXPI JLL CWK HOUS 5 stocks

$15,280 0.01% of portfolio
  1  
  4  
 - -
0 Calls
0 Puts
Rental & Leasing Services | Industrials

AER R URI 3 stocks

$14,641 0.01% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Utilities—Regulated Gas | Utilities

NI ATO CPK UGI 4 stocks

$14,200 0.01% of portfolio
  3  
  1  
 - -
0 Calls
0 Puts
Packaging & Containers | Consumer Cyclical

BALL PKG GPK IP CCK 5 stocks

$11,567 0.01% of portfolio
  5  
 - - -
0 Calls
0 Puts
Auto & Truck Dealerships | Consumer Cyclical

CPRT RUSHB AN PAG 4 stocks

$11,015 0.01% of portfolio
  2  
  2  
 - -
0 Calls
0 Puts
Tools & Accessories | Industrials

SNA LECO TKR 3 stocks

$8,472 0.01% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Business Equipment & Supplies | Industrials

AVY ACCO 2 stocks

$5,739 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Farm Products | Consumer Defensive

TSN ADM 2 stocks

$5,110 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Marine Shipping | Industrials

SBLK KEX 2 stocks

$4,861 0.0% of portfolio
  2  
 - - -
0 Calls
0 Puts
Recreational Vehicles | Consumer Cyclical

HOG BC THO 3 stocks

$4,837 0.0% of portfolio
  3  
 - - -
0 Calls
0 Puts
Chemicals | Basic Materials

DOW ASIX RYAM TROX HUN 5 stocks

$4,297 0.0% of portfolio
  3  
  2  
 - -
0 Calls
0 Puts
REIT—Hotel & Motel | Real Estate

HST PK 2 stocks

$4,252 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Advertising Agencies | Communication Services

WPP IPG 2 stocks

$4,042 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Financial Conglomerates | Financial Services

VOYA 1 stocks

$3,727 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Department Stores | Consumer Cyclical

DDS KSS 2 stocks

$3,149 0.0% of portfolio
  2  
 -
  1  
 -
0 Calls
0 Puts
Education & Training Services | Consumer Defensive

LOPE 1 stocks

$2,595 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Security & Protection Services | Industrials

REZI ALLE BCO 3 stocks

$2,377 0.0% of portfolio
  2  
  1  
 - -
0 Calls
0 Puts
Mortgage Finance | Financial Services

RKT WD 2 stocks

$1,865 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Paper & Paper Products | Basic Materials

SLVM 1 stocks

$1,677 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Leisure | Consumer Cyclical

GOLF HAS 2 stocks

$1,500 0.0% of portfolio
  1  
  1  
 - -
0 Calls
0 Puts
Lumber & Wood Production | Basic Materials

UFPI 1 stocks

$1,499 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Electronics & Computer Distribution | Technology

ARW 1 stocks

$1,350 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Solar | Technology

FSLR 1 stocks

$759 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
Textile Manufacturing | Consumer Cyclical

AIN 1 stocks

$621 0.0% of portfolio
-
  1  
 - -
0 Calls
0 Puts
Metal Fabrication | Industrials

ESAB 1 stocks

$466 0.0% of portfolio
  1  
 - - -
0 Calls
0 Puts
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