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
GDGEN DYNAMICS CORP
$27K
TRVTRAVELERS CO INC
$27K
CGXUCapital Research and Managemen
$27K
GPNGlobal Payments Inc
$27K
MRVLMarvell Technology Inc
$26K
GSGOLDMAN SACHS GRP
$26K
TMUST-MOBILE US INC
$26K
UPSUTD PARCEL SERV
$26K
A4SAmeriprise Financial Inc
$26K
SCHECHARLES SCHWAB INVESTMENT MANAGEMENT INC
$26K
PHPARKER-HANNIFIN
$26K
STZConstellation Brands Inc
$26K
TDOCTeladoc Health Inc
$25K
PANWPalo Alto Networks Inc
$25K
BBVABBVA
$25K
TFISPDR SERIES TRUST
$25K
UNMUnum Group
$25K
NTLAIntellia Therapeutics Inc
$25K
REEverest Group Ltd
$24K
PSCTInvesco Capital Management LLC
$24K
UUnity Software Inc
$24K
ETREntergy Corp
$24K
PINSPinterest Inc
$24K
ICEINTERCONTINENTAL EXCHANGE
$24K
TXNTEXAS INSTRUMENTS
$24K
MTBASimplify Exchange Traded Funds
$23K
NBISNebius Group NV
$23K
FFIVF5 Inc
$23K
CGGOCapital Research and Managemen
$23K
TAKTakeda Pharmaceutical Co Ltd
$23K
NJANInnovator ETF Trust
$23K
JSMLJanus Detroit Street Trust
$23K
OTISOtis Worldwide Corp
$23K
HCAHCA Healthcare Inc
$23K
STWDStarwood Property Trust Inc
$23K
DDDuPont de Nemours Inc
$22K
FDSFactSet Research Systems Inc
$22K
HONHoneywell International Inc
$22K
SBUXSTARBUCKS CORP
$22K
UBSUBS AG
$22K
COMPCompass Inc
$21K
CAHCardinal Health Inc
$21K
AXONAXON ENTERPRISE INC
$21K
FISVFISERV INC
$21K
VTIPVANGUARD ETF/USA
$21K
UALUnited Airlines Holdings Inc
$21K
ALABAstera Labs Inc
$20K
CHEChemed Corp
$20K
CHKPCheck Point Software Technolog
$20K
SMFGSumitomo Mitsui Financial Grou
$20K
MLMMARTIN MARIETTA M.
$20K
VLTOVeralto Corp
$20K
HIGHartford Insurance Group Inc/T
$20K
AGGBlackRock Fund Advisors
$20K
CASYCasey's General Stores Inc
$20K
VVVanguard Group Inc/The
$19K
LNGCHENIERE ENERGY IN
$19K
CBOECboe Global Markets Inc
$19K
PGRPROGRESSIVE CP(OH)
$19K
EQHEquitable Holdings Inc
$19K
VLOValero Energy Corp
$19K
VWOBVANGUARD GROUP INC/THE
$19K
WABWestinghouse Air Brake Technol
$19K
HRBBLOCK(H&R)INC
$19K
ENBENBRIDGE INC
$19K
ZTSZoetis Inc
$19K
PEGPublic Service Enterprise Grou
$19K
EMLCVan Eck Associates Corp
$18K
AEPAmerican Electric Power Co Inc
$18K
GLBEGlobal-e Online Ltd
$18K
GKOSGlaukos Corp
$18K
MTARCELORMITTAL
$18K
KLACKLA Corp
$18K
RCLROYAL CARIBBEAN
$18K
ECLECOLAB INC
$17K
MBBBlackRock Fund Advisors
$17K
CCLCARNIVAL CORP
$17K
CGUSCapital Research and Managemen
$17K
IGSBBlackRock Fund Advisors
$17K
KMIKinder Morgan Inc
$17K
STLDSteel Dynamics Inc
$17K
TKOEndeavor Group Holdings Inc
$17K
BSVVANGUARD GROUP
$17K
KRCKilroy Realty Corp
$16K
MUMicron Technology Inc
$16K
CARRCARRIER GLOBAL CORP
$16K
RYLDGlobal X Investments Canada Inc
$16K
PHMPULTE HOMES INC
$16K
CCOCAMECO CORP
$16K
DOCHealthpeak Properties Inc
$16K
DFSEURDISCOVER FINL SVCS
$15K
PPLPPL CORP
$15K
SFMSprouts Farmers Market Inc
$15K
DGXQuest Diagnostics Inc
$15K
ICLRICON PLC
$15K
PYPLPayPal Holdings Inc
$15K
AONAon PLC
$15K
MPCMarathon Petroleum Corp
$15K
ACWVBlackRock Fund Advisors
$15K
RSGRepublic Services Inc
$15K
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