Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
11.9K
New
$18.33 - $20.85 $217K - $247K
11.9K $217M
OKE
Oneok Inc

Energy
2.15K
New
$92.28 - $117.05 $198K - $252K
2.15K $216M
Linde PLC
509
New
N/A
509 $213M
SYY
Sysco Corp

Consumer Defensive
2.68K
New
$73.63 - $81.77 $197K - $219K
2.68K $205M
LOW
Lowes Companies Inc

Consumer Cyclical
806
New
$244.52 - $284.07 $197K - $229K
806 $199M
MA
Mastercard Inc

Financial Services
376
New
$491.3 - $536.15 $185K - $202K
376 $198M
DHR
Danaher Corp

Healthcare
861
New
$226.16 - $274.52 $195K - $236K
861 $198M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.01K
New
$29.25 - $33.27 $176K - $200K
6.01K $194M
IBN
Icici Bank LTD

Financial Services
6.47K
New
$28.69 - $31.9 $186K - $206K
6.47K $193M
Canadian Pacific Kansas City L
2.66K
New
N/A
2.66K $192M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
5.46K
New
$34.1 - $36.82 $186K - $201K
5.46K $191M
ARCC
Ares Capital Corp

Financial Services
8.72K
New
$20.74 - $22.27 $181K - $194K
8.72K $191M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.24K
New
$58.46 - $65.6 $189K - $212K
3.24K $189M
SAP
Sap Se

Technology
766
New
$218.13 - $255.54 $167K - $196K
766 $189M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
350
New
$521.84 - $558.82 $183K - $196K
350 $189M
MTN
Vail Resorts Inc

Consumer Cyclical
1K
New
$165.69 - $195.44 $166K - $195K
1K $187M
ORCL
Oracle Corp

Technology
1.11K
New
$165.41 - $192.43 $184K - $214K
1.11K $186M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10.6K
New
$17.41 - $19.29 $184K - $204K
10.6K $184M
VBR
Vanguard Small Cap Value ETF

ETFs
914
New
$197.36 - $217.3 $180K - $199K
914 $181M
RTX
Raytheon Technologies Corp

Industrials
1.56K
New
$114.45 - $127.21 $178K - $198K
1.56K $180M
DUK
Duke Energy Corp

Utilities
1.64K
New
$105.76 - $120.76 $173K - $198K
1.64K $176M
Wisdom Tree Asset Management Inc
10.4K
New
N/A
10.4K $175M
Jp Morgan Investment Management Inc
2.82K
New
N/A
2.82K $175M
WMB
Williams Companies, Inc.

Energy
3.14K
New
$46.37 - $59.74 $146K - $188K
3.14K $170M
SYK
Stryker Corp

Healthcare
469
New
$345.14 - $392.15 $162K - $184K
469 $169M
CSCO
Cisco Systems, Inc.

Technology
2.85K
New
$52.45 - $60.02 $150K - $171K
2.85K $169M
CEV
Eaton Vance California Municipal Income Trust

Financial Services
16.8K
New
$10.01 - $10.9 $168K - $183K
16.8K $169M
LPLA
Lpl Financial Holdings Inc.

Financial Services
512
New
$229.85 - $335.91 $118K - $172K
512 $167M
BHP
Bhp Group LTD

Basic Materials
3.36K
New
$48.78 - $62.43 $164K - $210K
3.36K $164M
WCN
Waste Connections, Inc.

Industrials
955
New
$171.06 - $193.25 $163K - $185K
955 $164M
ISCG
Ishares Morningstar Small Cap

ETFs
3.3K
New
$48.22 - $54.03 $159K - $178K
3.3K $163M
First Trust Exchange Traded Fu
8.35K
New
N/A
8.35K $163M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.56K
New
$95.27 - $107.82 $148K - $168K
1.56K $161M
CRSP
Crispr Therapeutics Ag

Healthcare
4.04K
New
$38.65 - $55.15 $156K - $223K
4.04K $159M
XEL
Xcel Energy Inc

Utilities
2.35K
New
$62.16 - $72.92 $146K - $171K
2.35K $158M
MRK
Merck & Co., Inc.

Healthcare
1.58K
New
$96.31 - $114.76 $152K - $181K
1.58K $157M
CDNS
Cadence Design Systems Inc

Technology
522
New
$249.1 - $324.54 $130K - $169K
522 $157M
GDDY
Go Daddy Inc.

Technology
763
New
$153.16 - $209.03 $117K - $159K
763 $151M
NTRA
Natera, Inc.

Healthcare
941
New
$117.67 - $174.0 $111K - $164K
941 $149M
GFL
Gfl Environmental Inc.

Industrials
3.34K
New
$39.53 - $47.1 $132K - $157K
3.34K $149M
PG
Procter & Gamble CO

Consumer Defensive
876
New
$161.05 - $179.7 $141K - $157K
876 $147M
NVS
Novartis Ag

Healthcare
1.5K
New
$96.78 - $117.18 $145K - $175K
1.5K $146M
MS
Morgan Stanley

Financial Services
1.15K
New
$104.42 - $134.99 $121K - $156K
1.15K $145M
GWW
W.W. Grainger, Inc.

Industrials
135
New
$1023.06 - $1220.93 $138K - $165K
135 $142M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.09K
New
$128.36 - $186.0 $140K - $203K
1.09K $140M
SHEL
Shell PLC

Energy
2.2K
New
$60.63 - $70.23 $134K - $155K
2.2K $138M
ILMN
Illumina, Inc.

Healthcare
1.03K
New
$128.99 - $155.15 $132K - $159K
1.03K $137M
ABC
Amerisourcebergen Corp

Healthcare
608
New
N/A
608 $137M
ETN
Eaton Corp PLC

Industrials
408
New
$326.96 - $377.52 $133K - $154K
408 $135M
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
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email