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
$308B
$113 Million 0.07% of portfolio
173
Q1 2025 Added 1.17%
$49.1B
$118 Million 0.07% of portfolio
880
Q1 2025 Added 67.94%
$0
$117 Million 0.07% of portfolio
241,863
Q1 2025 Added 2,106.78%
$95.5B
$121 Million 0.07% of portfolio
2,874
Q1 2025 Reduced 18.93%
$305B
$111 Million 0.07% of portfolio
1,359
Q1 2025 Reduced 12.49%
Ge Vernova Inc
-
$125 Million 0.07% of portfolio
-
Q1 2025 Added 19.19%
$27.8B
$124 Million 0.07% of portfolio
19,425
Q1 2025 Added 2,445.87%
Lam Research Corp
-
$113 Million 0.07% of portfolio
-
Q1 2025 New
$107B
$124 Million 0.07% of portfolio
435
Q1 2025 Reduced 13.86%
$145B
$122 Million 0.07% of portfolio
1,418
Q1 2025 Reduced 18.88%
$381B
$127 Million 0.07% of portfolio
753
Q1 2025 Reduced 14.04%
$0
$93.2 Million 0.06% of portfolio
11,733
Q1 2025 Added 733.9%
$145B
$100 Million 0.06% of portfolio
995
Q1 2025 Reduced 5.24%
$110B
$110 Million 0.06% of portfolio
2,495
Q1 2025 Reduced 7.7%
$82.5B
$96.6 Million 0.06% of portfolio
460
Q1 2025 Reduced 11.88%
$6.3B
$93.5 Million 0.06% of portfolio
1,064
Q1 2025 Added 20.91%
$17B
$93.4 Million 0.06% of portfolio
2,228
Q1 2025 Reduced 36.79%
$11.7B
$100 Million 0.06% of portfolio
1,306
Q1 2025 Added 2.43%
$0
$105 Million 0.06% of portfolio
3,459
Q1 2025 Added 462.44%
$72B
$97.2 Million 0.06% of portfolio
1,172
Q1 2025 Reduced 10.19%
$92.1B
$94.5 Million 0.06% of portfolio
1,047
Q1 2025 Reduced 31.97%
$16.3B
$107 Million 0.06% of portfolio
753
Q1 2025 Reduced 19.98%
$46.1B
$102 Million 0.06% of portfolio
2,158
Q1 2025 Added 1.89%
$137B
$103 Million 0.06% of portfolio
4,174
Q1 2025 Added 2.63%
$45.5B
$107 Million 0.06% of portfolio
1,622
Q1 2025 Added 91.73%
$0
$107 Million 0.06% of portfolio
72
Q1 2025 Reduced 62.11%
$173B
$96 Million 0.06% of portfolio
15
Q1 2025 Reduced 98.95%
$7.16B
$106 Million 0.06% of portfolio
2,217
Q1 2025 Added 4.53%
$235B
$84.1 Million 0.05% of portfolio
483
Q1 2025 Reduced 17.29%
$22.2B
$80.7 Million 0.05% of portfolio
9,038
Q1 2025 Reduced 1.91%
$199B
$88.7 Million 0.05% of portfolio
3,109
Q4 2024 New
$68.4B
$80.1 Million 0.05% of portfolio
29
Q1 2025 Added 38.1%
$103B
$92.3 Million 0.05% of portfolio
1,549
Q1 2025 Added 7.35%
$76.1B
$91 Million 0.05% of portfolio
1,060
Q1 2025 Added 28.8%
$59B
$84.3 Million 0.05% of portfolio
373
Q1 2025 Added 11.01%
$0
$80.4 Million 0.05% of portfolio
2,849
Q1 2025 Added 328.42%
$0
$91.9 Million 0.05% of portfolio
150
Q1 2025 Reduced 93.36%
Ge Health Care Technologies Inc
-
$81.9 Million 0.05% of portfolio
-
Q1 2025 Added 6.8%
$362B
$86.5 Million 0.05% of portfolio
258
Q1 2025 Added 8.4%
-
$88.7 Million 0.05% of portfolio
-
Q1 2025 Reduced 68.63%
$0
$88 Million 0.05% of portfolio
26,983
Q1 2025 Added 674.48%
$253B
$76.8 Million 0.05% of portfolio
189
Q1 2025 Reduced 38.83%
$122B
$90.2 Million 0.05% of portfolio
217
Q1 2025 Added 6.37%
$13.3B
$91.8 Million 0.05% of portfolio
611
Q1 2025 Reduced 0.81%
$102B
$82.8 Million 0.05% of portfolio
1,486
Q1 2025 Reduced 8.44%
$124B
$88.5 Million 0.05% of portfolio
1,359
Q1 2025 Reduced 13.93%
$0
$90.2 Million 0.05% of portfolio
20
Q1 2025 Reduced 99.56%
$165B
$92 Million 0.05% of portfolio
182
Q1 2025 Reduced 7.61%
$243B
$84.2 Million 0.05% of portfolio
517
Q1 2025 Added 8.39%

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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