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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$214 Million 0.13% of portfolio
52
Q1 2025 Reduced 93.87%
$0
$197 Million 0.12% of portfolio
4
Q1 2025 Reduced 99.95%
Arista Networks Inc
-
$204 Million 0.12% of portfolio
-
Q1 2025 New
$88.9B
$202 Million 0.12% of portfolio
1,535
Q1 2025 Reduced 6.17%
Linde PLC
-
$210 Million 0.12% of portfolio
-
Q1 2025 Reduced 3.54%
$215B
$212 Million 0.12% of portfolio
1,561
Q1 2025 Added 0.39%
$346B
$203 Million 0.12% of portfolio
701
Q1 2025 Reduced 8.49%
$0
$203 Million 0.12% of portfolio
566
Q1 2025 Added 61.71%
Wisdom Tree Asset Management Inc
-
$199 Million 0.12% of portfolio
-
Q1 2025 Reduced 84.92%
$5.16B
$194 Million 0.11% of portfolio
302
Q1 2025 Reduced 94.98%
$269B
$187 Million 0.11% of portfolio
2,871
Q1 2025 Added 0.7%
$146B
$178 Million 0.11% of portfolio
867
Q1 2025 Added 0.7%
$116B
$189 Million 0.11% of portfolio
5,919
Q1 2025 Reduced 8.47%
$134B
$184 Million 0.11% of portfolio
729
Q1 2025 Reduced 9.55%
$0
$187 Million 0.11% of portfolio
8,338
Q1 2025 Added 52.6%
$37.9B
$187 Million 0.11% of portfolio
3,679
Q1 2025 Added 37.22%
Canadian Pacific Kansas City L
-
$178 Million 0.1% of portfolio
-
Q1 2025 Reduced 16.52%
$38.4B
$171 Million 0.1% of portfolio
544
Q1 2025 Reduced 10.53%
$0
$169 Million 0.1% of portfolio
89,994
Q1 2025 Added 435.55%
First Trust Exchange Traded Fu
-
$169 Million 0.1% of portfolio
-
Q1 2025 Reduced 99.84%
Jp Morgan Et Fs/Usa
-
$171 Million 0.1% of portfolio
-
Q1 2025 Added 2,143.32%
$542B
$175 Million 0.1% of portfolio
411
Q1 2025 Added 9.31%
$254B
$175 Million 0.1% of portfolio
1,617
Q1 2025 Added 8.02%
$203B
$174 Million 0.1% of portfolio
238
Q1 2025 Reduced 6.3%
$242B
$166 Million 0.1% of portfolio
2,269
Q1 2025 Added 3.0%
$143B
$175 Million 0.1% of portfolio
1,571
Q1 2025 Added 234.97%
$0
$170 Million 0.1% of portfolio
264
Q1 2025 Reduced 71.12%
$48.1B
$175 Million 0.1% of portfolio
854
Q1 2025 Reduced 10.58%
$36.5B
$166 Million 0.1% of portfolio
2,352
Q1 2025 Added 0.26%
$124B
$148 Million 0.09% of portfolio
3,030
Q1 2025 Reduced 9.93%
$0
$149 Million 0.09% of portfolio
143
Q1 2025 Reduced 95.67%
$30.3B
$159 Million 0.09% of portfolio
477
Q1 2025 Reduced 6.84%
$569B
$156 Million 0.09% of portfolio
1,122
Q1 2025 Added 0.72%
$6.27B
$160 Million 0.09% of portfolio
143
Q1 2025 Reduced 85.7%
$0
$145 Million 0.09% of portfolio
610
Q1 2025 Reduced 60.85%
$0
$129 Million 0.08% of portfolio
859
Q1 2025 Reduced 27.57%
$70.3B
$129 Million 0.08% of portfolio
23,205
Q1 2025 Added 157.75%
$648B
$137 Million 0.08% of portfolio
401
Q1 2025 Added 56.03%
$53.3B
$128 Million 0.08% of portfolio
1,964
Q1 2025 Reduced 7.14%
$3.24B
$137 Million 0.08% of portfolio
5
Q1 2025 Reduced 99.88%
$35.5B
$132 Million 0.08% of portfolio
1,195
Q1 2025 Reduced 36.47%
$16.4B
$137 Million 0.08% of portfolio
2,292
Q1 2025 Reduced 31.38%
$117B
$139 Million 0.08% of portfolio
1,302
Q1 2025 Reduced 12.97%
$205B
$130 Million 0.08% of portfolio
1,379
Q1 2025 Reduced 12.72%
$222B
$130 Million 0.08% of portfolio
282,043
Q1 2025 Added 24,340.47%
$40B
$140 Million 0.08% of portfolio
623
Q1 2025 Added 2.81%
$178B
$131 Million 0.08% of portfolio
2,951
Q1 2025 Reduced 2.64%
$54.2B
$134 Million 0.08% of portfolio
134
Q1 2025 Reduced 0.74%
$158B
$117 Million 0.07% of portfolio
1,066
Q1 2025 Added 169.19%

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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