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)

StockValue
GEVGE Vernova Inc
$125K
GDDYGoDaddy Inc
$124K
MRSHMARSH & MCLENNAN
$124K
NEENEXTERA ENERGY
$122K
BPBP PLC
$121K
BDXBECTON DICKINSON
$118K
MUCBlackRock Funds/Closed-End/USA
$117K
AMGNAmgen Inc
$117K
LRCXLam Research Corp
$113K
ASMLASML HOLDING NV
$113K
KOCoca-Cola Co/The
$111K
BMTABRITISH AMERICAN TOBACCO PLC
$110K
CRWDCrowdstrike Holdings Inc
$110K
NTRANatera Inc
$107K
SPYSSgA Funds Management Inc
$107K
ROSTRoss Stores Inc
$107K
ZIONZions Bancorp NA
$106K
RSPInvesco Capital Management LLC
$105K
PFEPfizer Inc
$103K
NEMNewmont Corp
$102K
ENQEntegris Inc
$100K
BSXBoston Scientific Corp
$100K
JCIJohnson Controls International
$97K
CDNSCadence Design Systems Inc
$97K
TTENTotalEnergies SE
$96K
MDLZMondelez International Inc
$95K
CROXCrocs Inc
$93K
DKNGDraftKings Inc
$93K
ARKQARK Investment Management LLC
$93K
BMYBRISTOL-MYRS SQUIB
$92K
SPGIS&P Global Inc
$92K
ROBTFirst Trust Advisors LP
$92K
RGAReinsurance Group of America I
$92K
EMREMERSON ELECTRIC
$91K
LMTLockheed Martin Corp
$90K
SVOLSimplify Exchange Traded Funds
$90K
TAT&T INC
$89K
IJANInnovator ETF Trust
$89K
SNYSanofi SA
$89K
EJULInnovator ETF Trust
$88K
HDHome Depot Inc/The
$86K
FDXFEDEX CORP
$84K
TMTOYOTA MOTOR CORP
$84K
ABTAbbott Laboratories
$84K
RELXRELX PLC
$83K
GEHCGE HealthCare Technologies Inc
$82K
ASXASE Technology Holding Co Ltd
$81K
QQEWFirst Trust Advisors LP
$80K
AZOAUTOZONE INC
$80K
IBMINTL BUSINESS MCHN
$77K
T7DTRANSDIGM INC
$76K
ORLYO'Reilly Automotive Inc
$76K
FLNGFLEX LNG Ltd
$75K
KOFCoca-Cola Femsa SAB de CV
$74K
TJXTJX Cos Inc/The
$73K
VTIVANGUARD ETF/USA
$73K
INTCIntel Corp
$72K
TLNTalen Energy Corp
$71K
INGING Groep NV
$71K
AXPAMER EXPRESS CO
$70K
ACNAccenture PLC
$70K
SNOWSnowflake Inc
$69K
HEIHEICO Corp
$69K
CLCOLGATE-PALMOLIVE
$68K
COPCONOCOPHILLIPS
$67K
RIORio Tinto PLC
$67K
MSCIMSCI Inc
$66K
MARMarriott International Inc/MD
$66K
DEMWISDOMTREE ETFS/USA
$66K
DYHTarget Corp
$66K
CYBRCyberArk Software Ltd
$64K
PEPPEPSICO INC
$64K
ADIANALOG DEVICES INC
$64K
INTUIntuit Inc
$64K
KAPRInnovator ETF Trust
$64K
NUNU Holdings Ltd/Cayman Islands
$62K
ILMNIllumina Inc
$62K
VRTVertiv Holdings Co
$62K
SHOPSHOPIFY INC
$61K
MCOMOODYS CORP
$61K
CITCINTAS CORP
$60K
SCIService Corp International/US
$60K
CCEPCoca-Cola Europacific Partners
$60K
PG4Principal Financial Group Inc
$59K
WFCWELLS FARGO & CO
$59K
CRMSalesforce Inc
$58K
MCHPMicrochip Technology Inc
$58K
ADPAUTOMATIC DATA PROCESSING
$58K
LUMNLumen Technologies Inc
$58K
SCHGCharles Schwab Investment Management Inc
$57K
BKNGBooking Holdings Inc
$55K
BJANInnovator ETF Trust
$55K
PHGKoninklijke Philips NV
$55K
ETNEaton Corp PLC
$55K
BACBK OF AMERICA CORP
$55K
ULUnilever PLC
$54K
STTState Street Corp
$54K
SCHWCharles Schwab Corp/The
$54K
XYLXylem Inc/NY
$54K
FICOFair Isaac Corp
$53K
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