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
$10.2B
$15.7 Million 0.01% of portfolio
53
Q1 2025 Reduced 95.15%
$25B
$11.1 Million 0.01% of portfolio
18
Q1 2025 Reduced 72.31%
$66.9B
$13.7 Million 0.01% of portfolio
82
Q1 2025 Added 36.67%
$51B
$10.9 Million 0.01% of portfolio
479
Q1 2025 Reduced 1.03%
$151B
$22 Million 0.01% of portfolio
136
Q1 2025 Added 30.77%
$71.3B
$13.5 Million 0.01% of portfolio
117
Q1 2025 Added 12.5%
$21B
$13.2 Million 0.01% of portfolio
50
Q1 2025 Added 25.0%
$12B
$15.2 Million 0.01% of portfolio
103
Q1 2025 Added 7.29%
$44B
$10.1 Million 0.01% of portfolio
152
Q1 2025 Added 700.0%
$0
$11 Million 0.01% of portfolio
2,064
Q1 2025 Added 425.19%
Innovator ETF Trust
-
$23 Million 0.01% of portfolio
-
Q1 2025 Added 187.68%
$681M
$24.5 Million 0.01% of portfolio
3
Q1 2025 Reduced 99.91%
$100B
$23.8 Million 0.01% of portfolio
147
Q1 2025 Added 2.8%
$0
$24 Million 0.01% of portfolio
10,495
Q1 2025 Added 1,649.17%
$24.3B
$11.8 Million 0.01% of portfolio
12
Q1 2025 Reduced 86.52%
$0
$22.8 Million 0.01% of portfolio
186,060
Q1 2025 Added 49,516.0%
$62.2B
$17.1 Million 0.01% of portfolio
56
Q1 2025 Reduced 90.64%
$86.6B
$9.89 Million 0.01% of portfolio
334
Q1 2025 Reduced 10.93%
$106B
$10.3 Million 0.01% of portfolio
26
Q1 2025 Reduced 70.79%
$126B
$17.7 Million 0.01% of portfolio
166
Q1 2025 Added 538.46%
$47.4B
$12.4 Million 0.01% of portfolio
46
Q1 2025 Reduced 34.29%
Liberty Media Corp
-
$9.94 Million 0.01% of portfolio
-
Q1 2025 Reduced 95.08%
$71.2B
$10.8 Million 0.01% of portfolio
2
Q1 2025 Reduced 99.93%
$29.5B
$9.34 Million 0.01% of portfolio
14,682
Q1 2025 Added 44,390.91%
$12B
$9.34 Million 0.01% of portfolio
13
Q1 2025 Reduced 89.52%
$83.2B
$15 Million 0.01% of portfolio
8
Q1 2025 Reduced 92.73%
$33.9B
$20.1 Million 0.01% of portfolio
430
Q1 2025 Added 593.55%
$18.5B
$8.81 Million 0.01% of portfolio
8
Q1 2025 Reduced 92.52%
$8.17B
$10.3 Million 0.01% of portfolio
38
Q1 2025 Reduced 90.84%
$130B
$16.2 Million 0.01% of portfolio
317
Q1 2025 Added 12.01%
Nebius Group Nv
-
$23.4 Million 0.01% of portfolio
-
Q1 2025 Added 122.94%
$22.6B
$9.14 Million 0.01% of portfolio
44
Q1 2025 Reduced 45.68%
$10.7B
$11.4 Million 0.01% of portfolio
109
Q1 2025 Added 32.93%
$78B
$13.6 Million 0.01% of portfolio
185
Q1 2025 Reduced 17.78%
$40.2B
$22.8 Million 0.01% of portfolio
297
Q1 2025 Added 36.24%
$32.2B
$11.1 Million 0.01% of portfolio
13,648
Q1 2025 Added 16,749.38%
$83.6B
$15.2 Million 0.01% of portfolio
874
Q1 2025 Added 275.11%
Peakstone Realty Trust Us
-
$8.56 Million 0.01% of portfolio
-
Q1 2025 New
$20.7B
$23.8 Million 0.01% of portfolio
841
Q1 2025 Reduced 14.1%
$24.8B
$15.3 Million 0.01% of portfolio
636
Q1 2025 Added 37.37%
$156B
$19 Million 0.01% of portfolio
74
Q1 2025 Added 27.59%
$40.5B
$18.6 Million 0.01% of portfolio
2
Q1 2025 Reduced 99.2%
$23.3B
$15.8 Million 0.01% of portfolio
27
Q1 2025 Reduced 82.91%
$1.6B
$10.9 Million 0.01% of portfolio
76
Q1 2025 Reduced 97.11%
$15.6B
$15.2 Million 0.01% of portfolio
31
Q1 2025 Added 106.67%
$10.8B
$9.84 Million 0.01% of portfolio
27
Q1 2025 Reduced 34.15%
$78.5B
$14.5 Million 0.01% of portfolio
56
Q1 2025 Reduced 6.67%
$10.5B
$9.25 Million 0.01% of portfolio
63
Q1 2025 Added 34.04%
$60B
$13.6 Million 0.01% of portfolio
213
Q1 2025 Added 826.09%

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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