Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
334
New
$396.64 - $516.74 $132K - $173K
334 $135M
SPOT
Spotify Technology S.A.

Communication Services
298
New
$362.95 - $502.38 $108K - $150K
298 $133M
RGA
Reinsurance Group Of America Inc

Financial Services
616
New
$201.26 - $231.95 $124K - $143K
616 $132M
DKNG
Draft Kings Inc.

Consumer Cyclical
3.53K
New
$35.32 - $44.84 $125K - $158K
3.53K $131M
ARKW
Ark Next Generation Internet E

ETFs
1.19K
New
$82.66 - $120.04 $98K - $142K
1.19K $128M
ROST
Ross Stores, Inc.

Consumer Cyclical
846
New
$138.59 - $156.61 $117K - $132K
846 $128M
VEEV
Veeva Systems Inc

Healthcare
606
New
$201.81 - $250.45 $122K - $152K
606 $127M
ENTG
Entegris Inc

Technology
1.28K
New
$97.67 - $112.92 $125K - $144K
1.28K $126M
NEE
Nextera Energy Inc

Utilities
1.75K
New
$69.77 - $85.43 $122K - $149K
1.75K $125M
Reddit Inc
762
New
N/A
762 $125M
CTVA
Corteva, Inc.

Basic Materials
2.12K
New
$55.21 - $64.13 $117K - $136K
2.12K $120M
BCS
Barclays PLC

Financial Services
9K
New
$11.65 - $13.67 $105K - $123K
9K $120M
MDT
Medtronic PLC

Healthcare
1.5K
New
$79.61 - $92.24 $119K - $138K
1.5K $120M
BDX
Becton Dickinson & CO

Healthcare
524
New
$220.02 - $243.75 $115K - $128K
524 $119M
ASML
Asml Holding Nv

Technology
171
New
$658.43 - $872.27 $113K - $149K
171 $119M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
11K
New
$10.55 - $11.6 $116K - $127K
11K $117M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
257
New
$442.29 - $483.08 $114K - $124K
257 $116M
ZION
Zions Bancorporation, National Association

Financial Services
2.12K
New
$45.62 - $61.73 $96.8K - $131K
2.12K $115M
SPY
Spdr S&P 500 ETF Trust

ETFs
190
New
$567.81 - $607.81 $108K - $115K
190 $111M
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.41K
New
$60.57 - $82.2 $85.2K - $116K
1.41K $109M
PFE
Pfizer Inc

Healthcare
4.07K
New
$24.8 - $30.19 $101K - $123K
4.07K $108M
RSP
Invesco S&P 500 Equal Weight E

ETFs
615
New
$174.22 - $187.62 $107K - $115K
615 $108M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
505
New
$209.89 - $233.24 $106K - $118K
505 $107M
VRT
Vertiv Holdings CO

Industrials
943
New
N/A
943 $107M
BP
Bp PLC

Energy
3.55K
New
$28.16 - $33.14 $99.8K - $117K
3.55K $105M
AMGN
Amgen Inc

Healthcare
396
New
$258.78 - $328.31 $102K - $130K
396 $103M
JCI
Johnson Controls International PLC

Industrials
1.31K
New
$74.23 - $86.6 $96.9K - $113K
1.31K $103M
EMR
Emerson Electric CO

Industrials
823
New
$108.13 - $134.33 $89K - $111K
823 $102M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.26K
New
$42.89 - $48.05 $96.9K - $109K
2.26K $102M
LMT
Lockheed Martin Corp

Industrials
204
New
$479.66 - $614.62 $97.9K - $125K
204 $99.1M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.7K
New
$34.25 - $37.94 $92.6K - $103K
2.7K $98.2M
SPGI
S&P Global Inc.

Financial Services
197
New
$480.36 - $529.17 $94.6K - $104K
197 $98.1M
KO
Coca Cola CO

Consumer Defensive
1.55K
New
$61.74 - $71.71 $95.9K - $111K
1.55K $96.7M
CROX
Crocs, Inc.

Consumer Cyclical
880
New
$96.51 - $141.93 $84.9K - $125K
880 $96.4M
FDX
Fedex Corp

Industrials
336
New
$260.5 - $305.15 $87.5K - $103K
336 $94.5M
SVOL
Simplify ETF Simplify Volatili

ETFs
4.52K
New
$20.4 - $21.93 $92.1K - $99K
4.52K $93.9M
BSX
Boston Scientific Corp

Healthcare
1.05K
New
$83.62 - $91.5 $87.8K - $96.1K
1.05K $93.8M
TM
Toyota Motor Corp

Consumer Cyclical
477
New
$169.2 - $199.52 $80.7K - $95.2K
477 $92.8M
ASX
Ase Technology Holding Co., Ltd.

Technology
9.21K
New
$9.49 - $10.74 $87.4K - $99K
9.21K $92.8M
HD
Home Depot, Inc.

Consumer Cyclical
238
New
$385.02 - $431.37 $91.6K - $103K
238 $92.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.54K
New
$59.25 - $72.99 $91.2K - $112K
1.54K $91.9M
TGT
Target Corp

Consumer Defensive
663
New
$121.59 - $160.69 $80.6K - $107K
663 $89.6M
TTD
Trade Desk, Inc.

Technology
736
New
$108.7 - $139.51 $80K - $103K
736 $86.5M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
3.48K
New
$24.59 - $25.81 $85.7K - $89.9K
3.48K $85.9M
FRPT
Freshpet, Inc.

Consumer Defensive
578
New
$132.54 - $156.76 $76.6K - $90.6K
578 $85.6M
IJAN
Innovator Etfs Tr Intl Dev Pwr
2.77K
New
N/A
2.77K $83.8M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
665
New
$123.69 - $133.68 $82.3K - $88.9K
665 $83.1M
BMY
Bristol Myers Squibb CO

Healthcare
1.44K
New
$51.92 - $59.94 $74.9K - $86.5K
1.44K $81.6M
Ge Health Care Technologies Inc
1.02K
New
N/A
1.02K $79.4M
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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