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
$0
$9.44 Billion 5.57% of portfolio
44
Q1 2025 Reduced 99.98%
$0
$4.13 Billion 2.44% of portfolio
84,690
Q1 2025 Added 4.43%
$3.57T
$3.9 Billion 2.3% of portfolio
18,981
Q1 2025 Added 5.77%
$0
$3.62 Billion 2.14% of portfolio
22,966
Q1 2025 Reduced 39.56%
$0
$3.44 Billion 2.03% of portfolio
3,352
Q1 2025 Reduced 81.06%
$2.8T
$3.14 Billion 1.86% of portfolio
8,217
Q1 2025 Reduced 6.71%
$0
$3.14 Billion 1.86% of portfolio
6,656
Q1 2025 Reduced 74.75%
$0
$3.05 Billion 1.8% of portfolio
150
Q1 2025 Reduced 99.78%
$0
$2.95 Billion 1.74% of portfolio
7,528
Q1 2025 Reduced 49.35%
$0
$2.93 Billion 1.73% of portfolio
85,024
Q1 2025 Reduced 66.74%
-
$2.88 Billion 1.7% of portfolio
-
Q1 2025 Reduced 96.01%
Flaherty & Crumrine Inc
-
$2.85 Billion 1.68% of portfolio
-
Q1 2025 Reduced 97.69%
$0
$2.85 Billion 1.68% of portfolio
167
Q1 2025 Reduced 99.49%
$818B
$2.83 Billion 1.67% of portfolio
10,957
Q1 2025 Reduced 9.15%
$0
$2.37 Billion 1.4% of portfolio
61,177
Q1 2025 Reduced 0.9%
$0
$2.32 Billion 1.37% of portfolio
163,588
Q1 2025 Reduced 30.98%
$74.3B
$2.09 Billion 1.23% of portfolio
79
Q1 2025 Reduced 99.87%
$270B
$2.06 Billion 1.22% of portfolio
18,468
Q1 2025 Reduced 12.17%
$0
$2 Billion 1.18% of portfolio
2,873
Q1 2025 Reduced 92.32%
$0
$1.98 Billion 1.17% of portfolio
395
Q1 2025 Reduced 98.27%
$0
$1.86 Billion 1.1% of portfolio
1,407
Q1 2025 Reduced 96.45%
$0
$1.83 Billion 1.08% of portfolio
49
Q1 2025 Reduced 98.51%
$0
$1.72 Billion 1.02% of portfolio
31,702
Q1 2025 Reduced 12.64%
$0
$1.71 Billion 1.01% of portfolio
29
Q1 2025 Reduced 99.98%
$1.94T
$1.56 Billion 0.92% of portfolio
8,265
Q1 2025 Reduced 3.95%
$0
$1.49 Billion 0.88% of portfolio
600
Q1 2025 Reduced 98.36%
$230B
$1.49 Billion 0.88% of portfolio
4,797
Q4 2024 New
$0
$1.44 Billion 0.85% of portfolio
927
Q1 2025 Reduced 98.51%
$0
$1.37 Billion 0.81% of portfolio
69,299
Q1 2025 Reduced 53.14%
$0
$1.31 Billion 0.77% of portfolio
10
Q1 2025 Reduced 99.98%
$0
$1.25 Billion 0.74% of portfolio
188
Q1 2025 Reduced 99.08%
$0
$1.19 Billion 0.7% of portfolio
6,317
Q1 2025 Added 98.34%
$0
$1.09 Billion 0.65% of portfolio
935
Q1 2025 Reduced 96.61%
$0
$1.09 Billion 0.65% of portfolio
22,522
Q1 2025 Reduced 28.02%
$0
$1.08 Billion 0.64% of portfolio
8,746
Q1 2025 Reduced 79.14%
$0
$1.09 Billion 0.64% of portfolio
17,975
Q1 2025 Added 186.82%
$0
$1.04 Billion 0.61% of portfolio
42
Q1 2025 Reduced 99.85%
$77.4B
$1.02 Billion 0.6% of portfolio
3,750
Q1 2025 Reduced 12.59%
-
$1.02 Billion 0.6% of portfolio
-
Q1 2025 Reduced 34.56%
$0
$974 Million 0.57% of portfolio
57,718
Q1 2025 Added 477.01%
$0
$941 Million 0.56% of portfolio
1,482
Q1 2025 Reduced 95.61%
$893M
$955 Million 0.56% of portfolio
3
Q1 2025 Reduced 100.0%
$0
$923 Million 0.55% of portfolio
127
Q1 2025 Reduced 99.86%
$0
$926 Million 0.55% of portfolio
335
Q1 2025 Reduced 98.42%
$0
$922 Million 0.54% of portfolio
17
Q1 2025 Reduced 99.97%
$0
$916 Million 0.54% of portfolio
1,468
Q1 2025 Reduced 97.44%
$0
$915 Million 0.54% of portfolio
231
Q1 2025 Reduced 99.69%
$0
$896 Million 0.53% of portfolio
8,350
Q1 2025 Reduced 68.52%
$0
$892 Million 0.53% of portfolio
76,404
Q1 2025 Reduced 27.75%

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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