Whipplewood Advisors, LLC Purchases in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
233K
New
$50.62 - $50.97 $11.8M - $11.9M
233K $11.8B
TSLA
Tesla, Inc.

Consumer Cyclical
12.1K
New
$213.65 - $479.86 $2.58M - $5.79M
12.1K $4.87B
AAPL
Apple Inc.

Technology
17.9K
New
$221.69 - $259.02 $3.98M - $4.65M
17.9K $4.49B
VEA
Vanguard Ftse Developed Market

ETFs
81.1K
New
$47.57 - $52.44 $3.86M - $4.25M
81.1K $3.88B
MSFT
Microsoft Corp

Technology
8.81K
New
$406.35 - $454.46 $3.58M - $4M
8.81K $3.71B
VIG
Vanguard Dividend Appreciation

ETFs
17.7K
New
N/A
17.7K $3.47B
VT
Vanguard Total World Stk Index

ETFs
26.4K
New
$117.09 - $123.07 $3.09M - $3.24M
26.4K $3.1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
14.9K
New
$201.32 - $217.44 $2.99M - $3.23M
14.9K $3.08B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
123K
New
N/A
123K $2.98B
NVDA
Nvidia Corp

Technology
21K
New
$117.0 - $148.88 $2.46M - $3.13M
21K $2.82B
WEA
Western Asset Premier Bond Fund

Financial Services
256K
New
$10.69 - $11.32 $2.73M - $2.89M
256K $2.75B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
32.9K
New
$79.93 - $88.06 $2.63M - $2.9M
32.9K $2.63B
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
237K
New
$9.64 - $10.11 $2.28M - $2.4M
237K $2.33B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
39.7K
New
$45.39 - $62.98 $1.8M - $2.5M
39.7K $2.25B
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
284K
New
$7.31 - $8.06 $2.08M - $2.29M
284K $2.19B
JEPI
J P Morgan Exchange Traded Fd

ETFs
38K
New
$57.53 - $60.83 $2.19M - $2.31M
38K $2.19B
BALT
Innovator Etfs Tr
68.5K
New
$30.76 - $31.55 $2.11M - $2.16M
68.5K $2.15B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
22.8K
New
N/A
22.8K $2.12B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
37.4K
New
$53.94 - $58.15 $2.02M - $2.17M
37.4K $2.11B
FNDF
Schwab Fundamental Intl Large

ETFs
61.7K
New
$32.92 - $37.15 $2.03M - $2.29M
61.7K $2.05B
IVV
Ishares Core S&P 500 ETF

ETFs
3.29K
New
$570.51 - $610.59 $1.88M - $2.01M
3.29K $1.93B
EPD
Enterprise Products Partners L.P.

Energy
61.2K
New
$28.66 - $34.43 $1.75M - $2.11M
61.2K $1.92B
AMZN
Amazon Com Inc

Consumer Cyclical
8.61K
New
$180.88 - $232.93 $1.56M - $2M
8.61K $1.89B
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
159K
New
$10.64 - $11.1 $1.69M - $1.77M
159K $1.71B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
36.3K
New
$44.04 - $49.49 $1.6M - $1.8M
36.3K $1.6B
PRF
Invesco Exchange Traded Fd Tr

ETFs
36.6K
New
$40.15 - $42.9 $1.47M - $1.57M
36.6K $1.47B
FNDX
Schwab Fundamental U S Large C

ETFs
62.2K
New
$23.49 - $71.77 $1.46M - $4.46M
62.2K $1.47B
MCD
Mcdonalds Corp

Consumer Cyclical
4.8K
New
$288.47 - $316.54 $1.38M - $1.52M
4.8K $1.39B
APP
App Lovin Corp

Technology
4.29K
New
$130.67 - $401.5 $561K - $1.72M
4.29K $1.39B
VUG
Vanguard Growth ETF

ETFs
3.19K
New
$378.79 - $428.11 $1.21M - $1.36M
3.19K $1.31B
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
148K
New
$8.65 - $9.34 $1.28M - $1.38M
148K $1.29B
EEMV
Ishares Msci Emerging Markets

ETFs
20.5K
New
$57.85 - $63.11 $1.18M - $1.29M
20.5K $1.19B
FNDE
Schwab Fundamental Emerging Mk

ETFs
40.2K
New
$28.89 - $33.95 $1.16M - $1.36M
40.2K $1.17B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41.9K
New
$27.54 - $83.04 $1.15M - $3.48M
41.9K $1.16B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
27.8K
New
$40.82 - $45.39 $1.13M - $1.26M
27.8K $1.16B
BJUN
Innovator U.S. Equity Buffer E

ETFs
27.5K
New
N/A
27.5K $1.14B
EOCT
Innovator Etfs Tr Emerging Mar
42.5K
New
N/A
42.5K $1.1B
SFLR
Innovator Etfs Tr Equity Manag
33.6K
New
N/A
33.6K $1.1B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
30.3K
New
$35.07 - $36.08 $1.06M - $1.09M
30.3K $1.09B
VTV
Vanguard Value ETF

ETFs
6.27K
New
$168.32 - $181.87 $1.05M - $1.14M
6.27K $1.06B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
33.8K
New
$29.73 - $30.81 $1M - $1.04M
33.8K $1.03B
GOOGL
Alphabet Inc.

Communication Services
5.37K
New
$161.86 - $196.66 $869K - $1.06M
5.37K $1.02B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
38.7K
New
$24.94 - $25.74 $964K - $995K
38.7K $986M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.5K
New
$35.45 - $40.33 $940K - $1.07M
26.5K $951M
MOTI
Vaneck Morningstar Internation

ETFs
31.3K
New
$30.26 - $36.09 $947K - $1.13M
31.3K $948M
Goldman Sachs ETF Trust
18.8K
New
N/A
18.8K $932M
AINV
Apollo Investment Corp

Financial Services
68.8K
New
N/A
68.8K $927M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
106K
New
$8.57 - $9.34 $906K - $988K
106K $924M
IIM
Invesco Value Municipal Income Trust

Financial Services
75.6K
New
$11.71 - $12.93 $886K - $978K
75.6K $899M
Activity Summary
Buys All Purchases 1184 New Holdings 1184 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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