Whipplewood Advisors, LLC New Holdings in Q4 2024

Whipplewood Advisors, LLC

  • $176 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WSM
Williams Sonoma Inc

Consumer Cyclical
2.01K
New
$129.13 - $198.21 $259K - $398K
2.01K $372M
DIS
Walt Disney CO

Communication Services
3.31K
New
$92.39 - $117.6 $306K - $389K
3.31K $368M
RACE
Ferrari N.V.

Consumer Cyclical
863
New
$422.83 - $490.34 $365K - $423K
863 $367M
WELL
Welltower Inc.

Real Estate
2.91K
New
$123.11 - $139.3 $358K - $405K
2.91K $367M
SKYY
First Trust Cloud Computing Et

ETFs
3.08K
New
$99.98 - $130.46 $308K - $401K
3.08K $366M
JPRE
J P Morgan Exchange Traded Fd

ETFs
7.7K
New
$46.45 - $51.64 $357K - $397K
7.7K $364M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
11.6K
New
$30.58 - $33.39 $354K - $386K
11.6K $363M
PIE
Invesco Exchange Traded Fd Tr

ETFs
18.8K
New
$19.22 - $20.71 $362K - $390K
18.8K $362M
USB
Us Bancorp \De\

Financial Services
7.56K
New
$43.98 - $53.66 $332K - $406K
7.56K $362M
MCI
Barings Corporate Investors

Financial Services
17.5K
New
$18.88 - $20.81 $331K - $365K
17.5K $357M
ADBE
Adobe Inc.

Technology
766
New
$437.39 - $552.96 $335K - $424K
766 $341M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
33.7K
New
$9.84 - $10.98 $332K - $370K
33.7K $332M
TFC
Truist Financial Corp

Financial Services
7.45K
New
$41.51 - $48.1 $309K - $358K
7.45K $323M
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
New
$205.18 - $250.29 $276K - $337K
1.35K $322M
ARKG
Ark Genomic Revolution ETF (De

ETFs
12.9K
New
$22.66 - $27.11 $293K - $351K
12.9K $305M
EDV
Vanguard Extended Duration Tre

ETFs
4.48K
New
$67.27 - $79.67 $301K - $357K
4.48K $303M
TMO
Thermo Fisher Scientific Inc.

Healthcare
581
New
$501.29 - $612.85 $291K - $356K
581 $302M
CVX
Chevron Corp

Energy
2.05K
New
$141.15 - $162.53 $289K - $333K
2.05K $297M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
23K
New
$11.18 - $13.68 $257K - $314K
23K $292M
MO
Altria Group, Inc.

Consumer Defensive
5.57K
New
$49.06 - $57.74 $273K - $321K
5.57K $291M
RDVY
First Trust Rising Dividend Ac

ETFs
4.91K
New
$58.65 - $64.37 $288K - $316K
4.91K $290M
Fred Alger Management LLC
10.9K
New
N/A
10.9K $285M
AMD
Advanced Micro Devices Inc

Technology
2.32K
New
$118.88 - $172.8 $276K - $401K
2.32K $281M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
8.23K
New
$32.51 - $34.98 $268K - $288K
8.23K $273M
O
Realty Income Corp

Real Estate
5.1K
New
$51.76 - $64.71 $264K - $330K
5.1K $272M
LLY
Eli Lilly & CO

Healthcare
352
New
$727.2 - $932.06 $256K - $328K
352 $272M
PM
Philip Morris International Inc.

Consumer Defensive
2.24K
New
$118.38 - $133.06 $266K - $299K
2.24K $270M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
6.99K
New
$35.84 - $41.12 $251K - $288K
6.99K $270M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.02K
New
$87.42 - $98.06 $264K - $296K
3.02K $270M
ISRG
Intuitive Surgical Inc

Healthcare
516
New
$471.27 - $550.62 $243K - $284K
516 $269M
NOW
Service Now, Inc.

Technology
254
New
$867.18 - $1148.42 $220K - $292K
254 $269M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
5.39K
New
$49.74 - $50.43 $268K - $272K
5.39K $269M
DDOG
Datadog, Inc.

Technology
1.88K
New
$113.98 - $168.65 $214K - $317K
1.88K $269M
Ge Vernova Inc
792
New
N/A
792 $261M
CGDV
Capital Group Divid Value ETF

ETFs
7.36K
New
$35.16 - $37.12 $259K - $273K
7.36K $260M
XOM
Exxon Mobil Corp

Energy
2.4K
New
$105.51 - $125.37 $253K - $301K
2.4K $258M
AZN
Astrazeneca PLC

Healthcare
3.91K
New
$63.2 - $79.58 $247K - $311K
3.91K $256M
MCK
Mckesson Corp

Healthcare
437
New
$482.27 - $628.5 $211K - $275K
437 $249M
AJG
Arthur J. Gallagher & Co.

Financial Services
860
New
$278.49 - $315.16 $240K - $271K
860 $244M
HIGH
Simplify Exchange Traded Fds E
10.5K
New
N/A
10.5K $241M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.28K
New
$25.33 - $51.16 $235K - $475K
9.28K $240M
VBK
Vanguard Small Cap Growth ETF

ETFs
848
New
$264.18 - $304.19 $224K - $258K
848 $237M
WMT
Walmart Inc.

Consumer Defensive
2.57K
New
$79.1 - $95.7 $203K - $246K
2.57K $232M
SPFF
Global X Superincome Preferred

ETFs
24.3K
New
$9.26 - $9.83 $225K - $239K
24.3K $225M
JNJ
Johnson & Johnson

Healthcare
1.55K
New
$143.34 - $165.86 $223K - $258K
1.55K $225M
COST
Costco Wholesale Corp

Consumer Defensive
244
New
$873.59 - $994.69 $213K - $243K
244 $224M
FICO
Fair Isaac Corp

Technology
112
New
$1911.01 - $2382.4 $214K - $267K
112 $223M
MELI
Mercadolibre Inc

Consumer Cyclical
130
New
$1666.0 - $2117.3 $217K - $275K
130 $221M
SE
Sea LTD

Consumer Cyclical
2.08K
New
$93.56 - $117.41 $195K - $244K
2.08K $221M
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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