Whipplewood Advisors, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$169.4M
Holdings
1,209
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,209 positions)
| Stock | Value |
|---|---|
NVONovo Holdings A/S | $390K |
XMMOInvesco Capital Management LLC | $387K |
PIEInvesco Capital Management LLC | $373K |
4I1PHILIP MORRIS INTL | $366K |
RACEFERRARI NV | $352K |
CVXChevron Corp | $344K |
MQTBlackRock Funds/Closed-End/USA | $337K |
VFCVF Corp | $336K |
DISWalt Disney Co/The | $330K |
JPMJPMorgan Chase & Co | $330K |
MOALTRIA GROUP INC | $328K |
AVGOBroadcom Inc | $324K |
USBUS Bancorp | $320K |
WSMWilliams-Sonoma Inc | $317K |
CGDGCapital Research and Managemen | $302K |
TMOThermo Fisher Scientific Inc | $299K |
ADBEAdobe Inc | $297K |
JNJJohnson & Johnson | $295K |
KYNKayne Anderson/Closed-end | $295K |
OREALTY INCOME CORP | $294K |
SKYYFirst Trust Advisors LP | $291K |
TFCTruist Financial Corp | $291K |
LLYEli Lilly & Co | $291K |
AZNAstraZeneca PLC | $289K |
GEGeneral Electric Co | $288K |
RDVYFirst Trust ETFs/USA | $287K |
MLB1MercadoLibre Inc | $287K |
ISRGIntuitive Surgical Inc | $285K |
AJGArthur J Gallagher & Co | $284K |
MCKMCKESSON CORP | $283K |
XOMExxon Mobil Corp | $271K |
SPOTSpotify Technology SA | $271K |
SEIVSEI Exchange Traded Funds | $269K |
VRTXVertex Pharmaceuticals Inc | $266K |
SMMUPacific Investment Management Co LLC | $265K |
PDIPIMCO Funds/Closed-End/USA | $250K |
ALAIAlger ETF Trust/The | $248K |
VTWOVanguard Group Inc/The | $248K |
SEIMSEI Exchange Traded Funds | $248K |
ARKGARK Investment Management LLC | $244K |
COSTCostco Wholesale Corp | $231K |
HIGHSimplify Exchange Traded Funds | $230K |
WMTWalmart Inc | $230K |
ABBVAbbVie Inc | $228K |
AMDADVANCED MICRO DEV | $225K |
JIREJP Morgan ETFs/USA | $219K |
SPFFGlobal X Management Co LLC | $216K |
SCHACharles Schwab Investment Management Inc | $216K |
BXMTBlackstone Mortgage Trust Inc | $214K |
VBKVanguard ETF/USA | $214K |
OKEONEOK Inc | $213K |
RTXRTX Corp | $212K |
LINLinde PLC | $210K |
ANETArista Networks Inc | $204K |
SAPSAP SE | $203K |
VOOVANGUARD | $203K |
DUKDUKE ENERGY CORP | $202K |
CEWWisdomTree Asset Management Inc | $199K |
ARCCAres Capital Corp | $197K |
BXSLBLACKSTONE SECD LN | $194K |
IBNICICI BANK | $189K |
WMBWilliams Cos Inc/The | $188K |
SEIQSEI Exchange Traded Funds | $187K |
SYYSysco Corp | $187K |
CSCOCISCO SYSTEMS | $187K |
LOWLOWE'S COS INC | $184K |
DHRDanaher Corp | $178K |
CPCanadian Pacific Kansas City L | $178K |
NVSNNovartis AG | $175K |
WCNWaste Connections Inc | $175K |
MAMASTERCARD INC | $175K |
SYKSTRYKER CORP | $175K |
NOWServiceNow Inc | $174K |
HELOJP Morgan ETFs/USA | $171K |
ABGCencora Inc | $171K |
VBRVANGUARD ETF/USA | $170K |
EIPIFirst Trust Exchange-Traded Fu | $169K |
CEVEaton Vance Management | $169K |
SHELShell PLC | $166K |
XELXcel Energy Inc | $166K |
MTNVail Resorts Inc | $160K |
LPLALPL FINL HLDGS INC | $159K |
ORCLORACLE CORP | $156K |
ISCGBlackRock Fund Advisors | $149K |
BHPBHP BILLITON LTD | $148K |
VONGVANGUARD ETF/USA | $145K |
VEEVVeeva Systems Inc | $140K |
MDTMedtronic PLC | $139K |
GFLGFL Environmental Inc | $137K |
CRSPCRISPR Therapeutics AG | $137K |
BRK/BBerkshire Hathaway Inc | $137K |
GWWWW Grainger Inc | $134K |
DDOGDatadog Inc | $132K |
BACVERIZON COMMUN | $131K |
DWDMORGAN STANLEY | $130K |
MRKMerck & Co Inc | $130K |
ARKTARK Investment Management LLC | $129K |
BCSBarclays PLC | $129K |
CTVACorteva Inc | $128K |
PGProcter & Gamble Co/The | $127K |