Whipplewood Advisors, LLC Reduced Holdings in Q1 2025

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-233K
- 99.98%
$50.48 - $51.04 $11.8M - $11.9M
44 $9.44B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.1K
- 9.15%
$222.15 - $428.22 $245K - $472K
11K $2.83B
EOCT
Innovator Etfs Tr Emerging Mar
-42.3K
- 99.52%
N/A
206 $40.3M
NVDA
Nvidia Corp

Technology
-2.56K
- 12.17%
$106.98 - $149.43 $274K - $382K
18.5K $2.06B
KAPR
Innovator U.S. Small Cap Power

ETFs
-18.6K
- 94.04%
$30.82 - $33.62 $574K - $626K
1.18K $63.7M
MSFT
Microsoft Corp

Technology
-591
- 6.71%
$375.39 - $447.2 $222K - $264K
8.22K $3.14B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-38.3K
- 96.45%
$47.25 - $67.02 $1.81M - $2.56M
1.41K $1.86B
APP
App Lovin Corp

Technology
-540
- 12.59%
$238.08 - $510.13 $129K - $275K
3.75K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
-340
- 3.95%
$190.26 - $242.06 $64.7K - $82.3K
8.27K $1.56B
EDV
Vanguard Extended Duration Tre

ETFs
-4.38K
- 97.92%
$65.05 - $73.43 $285K - $322K
93 $40.2M
VFC
V F Corp

Consumer Cyclical
-23.5K
- 99.5%
$15.52 - $26.93 $365K - $634K
119 $336M
FICO
Fair Isaac Corp

Technology
-79
- 70.54%
$1695.35 - $2030.47 $134K - $160K
33 $53.5M
AVGO
Broadcom Inc.

Technology
-236
- 11.46%
$167.43 - $244.7 $39.5K - $57.7K
1.82K $324M
DDOG
Datadog, Inc.

Technology
-686
- 36.47%
$98.68 - $151.89 $67.7K - $104K
1.2K $132M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-22.4K
- 98.27%
N/A
395 $1.98B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-7.33K
- 49.35%
$196.12 - $229.48 $1.44M - $1.68M
7.53K $2.95B
NVO
Novo Nordisk A S

Healthcare
-420
- 7.02%
$69.3 - $90.95 $29.1K - $38.2K
5.57K $390M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-27.7K
- 99.85%
$37.35 - $43.35 $1.04M - $1.2M
42 $1.04B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-34.5K
- 92.32%
$51.45 - $58.51 $1.78M - $2.02M
2.87K $2B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.07K
- 97.98%
$102.72 - $143.06 $110K - $153K
22 $32.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.24K
- 98.51%
$554.06 - $615.85 $1.79M - $1.99M
49 $1.83B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-118K
- 96.01%
N/A
4.91K $2.88B
NOW
Service Now, Inc.

Technology
-16
- 6.3%
$783.83 - $1170.39 $12.5K - $18.7K
238 $174M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-8.45K
- 61.51%
$36.64 - $45.76 $310K - $387K
5.29K $512M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-32.3K
- 95.61%
$29.34 - $31.31 $947K - $1.01M
1.48K $941M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-33.2K
- 79.14%
$25.58 - $29.24 $849K - $970K
8.75K $1.08B
Reddit Inc
-565
- 74.15%
N/A
197 $45M
TTD
Trade Desk, Inc.

Technology
-696
- 94.57%
$53.59 - $126.58 $37.3K - $88.1K
40 $7.22M
SFLR
Innovator Etfs Tr Equity Manag
-11.6K
- 34.56%
N/A
22K $1.02B
ILMN
Illumina, Inc.

Healthcare
-267
- 26.0%
$79.34 - $144.22 $21.2K - $38.5K
760 $61.8M
SKYY
First Trust Cloud Computing Et

ETFs
-2.99K
- 97.07%
$103.47 - $131.18 $309K - $392K
90 $291M
GE
General Electric CO

Industrials
-619
- 29.36%
$168.59 - $212.13 $104K - $131K
1.49K $288M
DAL
Delta Air Lines, Inc.

Industrials
-914
- 82.05%
$43.6 - $69.06 $39.9K - $63.1K
200 $4.19M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-11.6K
- 89.44%
$21.55 - $29.81 $249K - $345K
1.37K $244M
CDNS
Cadence Design Systems Inc

Technology
-62
- 11.88%
$233.96 - $324.52 $14.5K - $20.1K
460 $96.6M
AMD
Advanced Micro Devices Inc

Technology
-294
- 12.66%
$96.63 - $129.55 $28.4K - $38.1K
2.03K $225M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-18.2K
- 68.52%
$32.49 - $37.99 $591K - $691K
8.35K $896M
Goldman Sachs ETF Trust
-18.5K
- 98.41%
N/A
300 $877M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-26.6K
- 96.61%
N/A
935 $1.09B
FRPT
Freshpet, Inc.

Consumer Defensive
-161
- 27.85%
$83.78 - $162.59 $13.5K - $26.2K
417 $35M
PANW
Palo Alto Networks Inc

Technology
-414
- 99.52%
$167.82 - $208.28 $69.5K - $86.2K
2 $25.4M
GLBE
Global E Online Ltd.

Consumer Cyclical
-635
- 53.63%
$35.68 - $62.84 $22.7K - $39.9K
549 $18.1M
Innovator ETF Trust
-21.9K
- 99.77%
N/A
51 $595M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-21K
- 87.66%
$21.75 - $24.28 $456K - $509K
2.95K $510M
NTRA
Natera, Inc.

Healthcare
-188
- 19.98%
$132.63 - $177.0 $24.9K - $33.3K
753 $107M
USB
Us Bancorp \De\

Financial Services
-245
- 3.24%
$40.92 - $50.9 $10K - $12.5K
7.31K $320M
RGA
Reinsurance Group Of America Inc

Financial Services
-5
- 0.81%
$186.01 - $231.1 $930 - $1.16K
611 $91.8M
DIS
Walt Disney CO

Communication Services
-96
- 2.9%
$96.87 - $114.0 $9.3K - $10.9K
3.21K $330M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.3K
- 36.79%
$35.29 - $53.49 $45.8K - $69.4K
2.23K $93.4M
Activity Summary
Buys All Purchases 639 New Holdings 59 Increased Positions 580 Sells All Sells 561 Reductions 561 Sold out 0 Options Calls 0 Puts 0
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