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
$179B
$69.6 Million 0.04% of portfolio
269
Q1 2025 Added 20.63%
$189B
$70 Million 0.04% of portfolio
283
Q1 2025 Added 44.39%
$91.8B
$63.9 Million 0.04% of portfolio
618
Q1 2025 Added 101.96%
$20.4B
$59.8 Million 0.04% of portfolio
43,839
Q1 2025 Added 13,773.1%
$40.4B
$59.6 Million 0.04% of portfolio
778
Q1 2025 Added 15.09%
$20.3B
$73.7 Million 0.04% of portfolio
739
Q1 2025 Reduced 17.98%
$79.9B
$68.2 Million 0.04% of portfolio
722
Q1 2025 Reduced 0.14%
$114B
$67.2 Million 0.04% of portfolio
704
Q1 2025 Added 9.66%
$12.7B
$64.2 Million 0.04% of portfolio
80
Q1 2025 Added 135.29%
$1.21B
$74.7 Million 0.04% of portfolio
35
Q1 2025 Reduced 98.92%
-
$68.8 Million 0.04% of portfolio
-
Q1 2025 Reduced 13.91%
$11.3B
$61.8 Million 0.04% of portfolio
760
Q1 2025 Reduced 26.0%
$69.9B
$70.9 Million 0.04% of portfolio
3,019
Q1 2025 Reduced 13.69%
$0
$63.7 Million 0.04% of portfolio
1,180
Q1 2025 Reduced 94.04%
$80.1B
$71.9 Million 0.04% of portfolio
3,105
Q1 2025 Reduced 3.3%
$164B
$63.9 Million 0.04% of portfolio
65
Q1 2025 Reduced 33.67%
$78.8B
$60.5 Million 0.04% of portfolio
264
Q1 2025 Added 70.32%
$42.7B
$66.2 Million 0.04% of portfolio
146
Q1 2025 Added 16.8%
$38.1B
$62.1 Million 0.04% of portfolio
3,517
Q1 2025 Reduced 41.33%
$87.5B
$75.9 Million 0.04% of portfolio
143
Q1 2025 Added 204.26%
$198B
$64 Million 0.04% of portfolio
417
Q1 2025 Reduced 9.15%
$96.6B
$66.9 Million 0.04% of portfolio
1,226
Q1 2025 Reduced 0.81%
$12.1B
$59.7 Million 0.04% of portfolio
464
Q1 2025 Reduced 38.62%
$97.2B
$60.8 Million 0.04% of portfolio
182
Q1 2025 Added 243.4%
$44.9B
$69 Million 0.04% of portfolio
471
Q1 2025 Added 50.96%
Talen Energy Corp
-
$71.5 Million 0.04% of portfolio
-
Q1 2025 Added 7.22%
$43.3B
$65.6 Million 0.04% of portfolio
629
Q1 2025 Reduced 5.13%
$146B
$73.3 Million 0.04% of portfolio
551
Q1 2025 Added 24.94%
$70.9B
$76.1 Million 0.04% of portfolio
9
Q1 2025 Reduced 84.48%
$0
$72.6 Million 0.04% of portfolio
211
Q1 2025 Reduced 20.08%
$32.7B
$61.7 Million 0.04% of portfolio
22,373
Q1 2025 Added 2,272.53%
$0
$65.7 Million 0.04% of portfolio
26
Q1 2025 Reduced 98.34%
$58.9B
$52.5 Million 0.03% of portfolio
131
Q1 2025 Reduced 23.84%
$62.1B
$43.2 Million 0.03% of portfolio
527
Q1 2025 Reduced 3.83%
$37.8B
$51.9 Million 0.03% of portfolio
37
Q1 2025 Reduced 95.45%
$135B
$50.8 Million 0.03% of portfolio
542
Q1 2025 Reduced 23.88%
$5.18B
$50.4 Million 0.03% of portfolio
77
Q1 2025 Reduced 96.84%
$119B
$45 Million 0.03% of portfolio
155
Q1 2025 Reduced 52.45%
$122B
$57.7 Million 0.03% of portfolio
196
Q1 2025 Added 4.26%
$17.9B
$43.6 Million 0.03% of portfolio
248
Q1 2025 Reduced 58.67%
$307B
$54.6 Million 0.03% of portfolio
118
Q1 2025 Reduced 90.98%
$183B
$55.3 Million 0.03% of portfolio
311
Q1 2025 Added 2,292.31%
$139B
$53.8 Million 0.03% of portfolio
23,076
Q1 2025 Added 3,604.01%
$0
$57.2 Million 0.03% of portfolio
41,179
Q1 2025 Added 1,795.9%
$0
$48.8 Million 0.03% of portfolio
14
Q1 2025 Reduced 99.23%
$121B
$43.2 Million 0.03% of portfolio
128
Q1 2025 Reduced 10.49%
$106B
$54.9 Million 0.03% of portfolio
17,024
Q1 2025 Added 4,072.55%
$45.9B
$53.5 Million 0.03% of portfolio
33
Q1 2025 Reduced 70.54%
$46B
$50.7 Million 0.03% of portfolio
249
Q1 2025 Reduced 63.22%

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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