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
$152B
$41.9 Million 0.02% of portfolio
554
Q1 2025 Reduced 56.03%
$15.6B
$26.8 Million 0.02% of portfolio
43
Q1 2025 New
$30.2B
$25.5 Million 0.02% of portfolio
60
Q1 2025 Reduced 62.96%
$74B
$35.9 Million 0.02% of portfolio
189
Q1 2025 Added 158.9%
$23.9B
$33.8 Million 0.02% of portfolio
-
Q1 2025 Added 981.82%
$88.1B
$38.1 Million 0.02% of portfolio
668
Q1 2025 Added 26.28%
$64.4B
$35.3 Million 0.02% of portfolio
194
Q1 2025 Reduced 51.62%
$16.9B
$27.6 Million 0.02% of portfolio
44
Q1 2025 Reduced 24.14%
$43B
$29.3 Million 0.02% of portfolio
298
Q1 2025 Added 34.23%
$0
$33.3 Million 0.02% of portfolio
28,752
Q1 2025 Added 19,068.0%
$3.78B
$35 Million 0.02% of portfolio
417
Q1 2025 Reduced 27.85%
$74.7B
$26.7 Million 0.02% of portfolio
103
Q1 2025 Added 5.1%
$129B
$41.9 Million 0.02% of portfolio
385
Q1 2025 Added 2.39%
$22B
$26.5 Million 0.02% of portfolio
17,556
Q1 2025 Added 5,252.44%
$191B
$26.2 Million 0.02% of portfolio
56,745
Q1 2025 Added 96,077.97%
$137B
$29.6 Million 0.02% of portfolio
259
Q1 2025 Reduced 43.57%
$226B
$34.7 Million 0.02% of portfolio
583
Q1 2025 Reduced 3.8%
-
$32.7 Million 0.02% of portfolio
-
Q1 2025 Reduced 13.79%
$0
$37.3 Million 0.02% of portfolio
1,512
Q1 2025 Added 101.6%
-
$40.3 Million 0.02% of portfolio
-
Q1 2025 Reduced 99.52%
$0
$40.4 Million 0.02% of portfolio
893
Q1 2025 Reduced 4.49%
$0
$35.9 Million 0.02% of portfolio
30,047
Q1 2025 Added 3,264.73%
$0
$40.6 Million 0.02% of portfolio
12,227
Q1 2025 Added 1,371.36%
$11.9B
$30.9 Million 0.02% of portfolio
305
Q1 2025 Added 27.62%
$48.8B
$36.6 Million 0.02% of portfolio
2,985
Q1 2025 Added 158.44%
$14.5B
$41.6 Million 0.02% of portfolio
37
Q1 2025 Reduced 98.58%
$52.2B
$28.9 Million 0.02% of portfolio
4
Q1 2025 Reduced 99.06%
Liberty Media Corp
-
$28.9 Million 0.02% of portfolio
-
Q1 2025 Added 8.87%
$52.8B
$26.5 Million 0.02% of portfolio
4
Q1 2025 Reduced 99.16%
$152B
$33.7 Million 0.02% of portfolio
1,943
Q1 2025 Reduced 21.46%
$67.7B
$40.3 Million 0.02% of portfolio
19
Q1 2025 Reduced 84.43%
Nat West Group PLC
-
$31.4 Million 0.02% of portfolio
-
Q1 2025 Reduced 12.43%
$75.9B
$34.3 Million 0.02% of portfolio
125
Q1 2025 Added 86.57%
$27.3B
$37.2 Million 0.02% of portfolio
3,283
Q1 2025 Added 1,115.93%
$36.2B
$27.3 Million 0.02% of portfolio
570
Q1 2025 Added 3.07%
$17.5B
$32.8 Million 0.02% of portfolio
65
Q1 2025 Reduced 67.17%
$13.5B
$27 Million 0.02% of portfolio
132
Q1 2025 Reduced 33.67%
$56.3B
$25.4 Million 0.02% of portfolio
2
Q1 2025 Reduced 99.52%
$79.2B
$25.5 Million 0.02% of portfolio
104
Q1 2025 Added 166.67%
$73B
$34.8 Million 0.02% of portfolio
1,973
Q1 2025 Reduced 36.9%
$66.9B
$30.4 Million 0.02% of portfolio
25
Q1 2025 Reduced 85.55%
$97.2B
$36.4 Million 0.02% of portfolio
339
Q1 2025 Added 6.27%
$29.9B
$42 Million 0.02% of portfolio
1,092
Q1 2025 Reduced 42.41%
$46.1B
$29.5 Million 0.02% of portfolio
2,658
Q1 2025 Added 18,885.71%
Rb Global Inc
-
$41.5 Million 0.02% of portfolio
-
Q1 2025 Reduced 22.38%
$40.2B
$29.2 Million 0.02% of portfolio
598
Q1 2025 Added 564.44%
$4.58B
$37.5 Million 0.02% of portfolio
243
Q1 2025 New
$0
$40.2 Million 0.02% of portfolio
13
Q1 2025 Reduced 96.98%
$93.2B
$40.5 Million 0.02% of portfolio
104
Q1 2025 Reduced 24.09%

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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