Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EVN
Eaton Vance Municipal Income Trust

Financial Services
88.8K
New
$9.93 - $11.06 $882K - $982K
88.8K $898M
VBF
Invesco Bond Fund

Financial Services
57.3K
New
$15.36 - $17.05 $880K - $977K
57.3K $884M
GBDC
Golub Capital Bdc, Inc.

Financial Services
56.4K
New
$14.69 - $15.67 $829K - $884K
56.4K $856M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
21.3K
New
$39.65 - $43.4 $843K - $922K
21.3K $846M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
68.9K
New
$12.1 - $13.52 $834K - $932K
68.9K $845M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
55.2K
New
$15.0 - $17.55 $827K - $968K
55.2K $838M
META
Meta Platforms, Inc.

Communication Services
1.39K
New
$554.08 - $632.68 $771K - $880K
1.39K $814M
VKQ
Invesco Municipal Trust

Financial Services
80.8K
New
$9.54 - $10.29 $771K - $832K
80.8K $793M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
70.2K
New
$11.1 - $12.03 $780K - $845K
70.2K $792M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.4K
New
$69.58 - $74.87 $723K - $778K
10.4K $727M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
27.7K
New
$26.08 - $27.65 $722K - $765K
27.7K $724M
MGC
Vanguard Mega Cap ETF

ETFs
3.32K
New
$204.21 - $220.18 $679K - $732K
3.32K $707M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.35K
New
$172.07 - $207.36 $577K - $695K
3.35K $662M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
65.4K
New
$9.82 - $10.6 $642K - $693K
65.4K $661M
KAPR
Innovator U.S. Small Cap Power

ETFs
19.8K
New
$32.06 - $34.27 $635K - $678K
19.8K $647M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
82.9K
New
$7.67 - $8.25 $636K - $684K
82.9K $642M
Innovator Capital Management LLC
21.9K
New
N/A
21.9K $641M
V
Visa Inc.

Financial Services
2K
New
$273.87 - $320.91 $549K - $643K
2K $633M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
34.8K
New
$18.1 - $19.97 $630K - $695K
34.8K $633M
UNH
Unitedhealth Group Inc

Healthcare
1.24K
New
$485.52 - $625.25 $600K - $773K
1.24K $625M
First Trust Advisors LP
28.2K
New
N/A
28.2K $606M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
13.7K
New
$43.84 - $48.76 $603K - $670K
13.7K $605M
GOOG
Alphabet Inc.

Communication Services
3.17K
New
$163.08 - $198.16 $516K - $627K
3.17K $603M
KOCT
Innovator Laddered Fund Of U.S
19.2K
New
N/A
19.2K $586M
ET
Energy Transfer LP

Energy
29.7K
New
$16.05 - $19.86 $477K - $590K
29.7K $582M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
12.2K
New
$44.2 - $49.46 $540K - $605K
12.2K $560M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.9K
New
$22.4 - $68.28 $536K - $1.63M
23.9K $555M
Blue Owl Capital Corp Iii
38.4K
New
N/A
38.4K $554M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
43K
New
$12.12 - $13.1 $521K - $563K
43K $523M
NVO
Novo Nordisk A S

Healthcare
5.99K
New
$85.0 - $120.04 $509K - $719K
5.99K $515M
PMF
Pimco Municipal Income Fund

Financial Services
56.6K
New
$8.88 - $10.38 $503K - $588K
56.6K $509M
VFC
V F Corp

Consumer Cyclical
23.7K
New
$16.7 - $22.59 $395K - $534K
23.7K $508M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10K
New
$50.37 - $50.6 $504K - $506K
10K $504M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
4.76K
New
$103.6 - $112.52 $493K - $536K
4.76K $499M
PFEB
Innovator U.S. Equity Power Bu

ETFs
13.1K
New
$35.94 - $36.85 $472K - $484K
13.1K $483M
AVGO
Broadcom Inc.

Technology
2.06K
New
$159.67 - $250.0 $329K - $515K
2.06K $477M
NFLX
Netflix Inc

Communication Services
534
New
$687.65 - $936.56 $367K - $500K
534 $476M
CION
Cion Investment Corp

Financial Services
40.9K
New
$11.25 - $12.08 $460K - $494K
40.9K $466M
Oaktree Specialty Lending Corp
30.4K
New
N/A
30.4K $465M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
45.7K
New
$10.08 - $11.33 $461K - $518K
45.7K $463M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
37.2K
New
$12.1 - $13.76 $450K - $512K
37.2K $450M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
29.9K
New
$14.59 - $16.93 $437K - $507K
29.9K $447M
QCOM
Qualcomm Inc

Technology
2.83K
New
$150.4 - $178.04 $426K - $504K
2.83K $435M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.42K
New
$119.61 - $136.3 $409K - $466K
3.42K $422M
UNP
Union Pacific Corp

Industrials
1.79K
New
$223.15 - $249.32 $399K - $446K
1.79K $408M
IEMG
Ishares Inc

ETFs
7.53K
New
N/A
7.53K $393M
HEEM
Ishares Currency Hedged Msci E

ETFs
14.3K
New
$27.03 - $29.78 $387K - $427K
14.3K $387M
IEFA
Ishares Tr

ETFs
5.36K
New
$70.06 - $77.43 $375K - $415K
5.36K $376M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
20.1K
New
$18.59 - $18.8 $374K - $378K
20.1K $374M
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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