Whipplewood Advisors, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$182.0B
Holdings
1,204
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,204 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WELLWELLTOWER INC COM | 2,800 | $430.4M | 0.24% | |
| 102 | PIEInvesco Capital Management LLC | 20,495 | $429.2M | 0.24% | |
| 103 | CGDGCapital Research and Management Co | 10,625 | $419.6M | 0.23% | |
| 104 | 4I1PHILIP MORRIS INTL | 2,295 | $418.0M | 0.23% | |
| 105 | DISWalt Disney Co/The | 3,357 | $416.3M | 0.23% | |
| 106 | UNPUnion Pacific Corp | 1,767 | $406.6M | 0.22% | |
| 107 | SPOTSpotify Technology SA | 518 | $397.5M | 0.22% | |
| 108 | SKYYFirst Trust Advisors LP | 3,236 | $393.6M | 0.22% | |
| 109 | JPMJPMorgan Chase & Co | 1,357 | $393.4M | 0.22% | |
| 110 | JPREJP Morgan Investment Management Inc | 8,191 | $390.2M | 0.21% | |
| 111 | RACEFERRARI NV | 780 | $382.8M | 0.21% | |
| 112 | BCDAbrdn Inc | 11,441 | $379.3M | 0.21% | |
| 113 | GPIXGoldman Sachs Asset Management LP | 7,533 | $375.3M | 0.21% | |
| 114 | MLB1MercadoLibre Inc | 143 | $373.8M | 0.21% | |
| 115 | PREFPrincipal Global Investors LLC | 19,583 | $371.5M | 0.20% | |
| 116 | SMMUPacific Investment Management Co LLC | 7,157 | $359.1M | 0.20% | |
| 117 | AMDADVANCED MICRO DEV | 2,438 | $346.0M | 0.19% | |
| 118 | PDIPacific Investment Management Co LLC | 17,451 | $331.0M | 0.18% | |
| 119 | WSMWilliams-Sonoma Inc | 2,020 | $330.0M | 0.18% | |
| 120 | MQTBlackRock Advisors LLC | 33,867 | $326.5M | 0.18% | |
| 121 | USBUS Bancorp | 7,155 | $323.8M | 0.18% | |
| 122 | MOALTRIA GROUP INC | 5,449 | $319.5M | 0.18% | |
| 123 | UNHUnitedHealth Group Inc | 981 | $306.0M | 0.17% | |
| 124 | SEIVSEI Investments Management Corp | 8,527 | $304.3M | 0.17% | |
| 125 | SEIMSEI Investments Management Corp | 7,109 | $299.7M | 0.16% | |
| 126 | SDVYFirst Trust Advisors LP | 8,368 | $295.2M | 0.16% | |
| 127 | ADBEAdobe Inc | 762 | $294.8M | 0.16% | |
| 128 | NVONovo Holdings A/S | 4,257 | $293.8M | 0.16% | |
| 129 | MCKMCKESSON CORP | 399 | $292.4M | 0.16% | |
| 130 | KYNKA Fund Advisors LLC | 22,966 | $292.1M | 0.16% | |
| 131 | TFCTruist Financial Corp | 6,740 | $289.8M | 0.16% | |
| 132 | CVXChevron Corp | 1,955 | $279.9M | 0.15% | |
| 133 | VTWOVanguard Group Inc/The | 3,162 | $275.8M | 0.15% | |
| 134 | JNJJohnson & Johnson | 1,797 | $274.5M | 0.15% | |
| 135 | VOOVANGUARD | 474 | $269.2M | 0.15% | |
| 136 | GEGeneral Electric Co | 1,043 | $268.5M | 0.15% | |
| 137 | VFCVF Corp | 22,660 | $266.3M | 0.15% | |
| 138 | AJGArthur J Gallagher & Co | 824 | $263.8M | 0.14% | |
| 139 | VRTXVertex Pharmaceuticals Inc | 589 | $262.2M | 0.14% | |
| 140 | COSTCostco Wholesale Corp | 263 | $260.4M | 0.14% | |
| 141 | SCHACharles Schwab Investment Management Inc | 10,198 | $258.0M | 0.14% | |
| 142 | RDVYFirst Trust Advisors LP | 4,107 | $257.7M | 0.14% | |
| 143 | WMTWalmart Inc | 2,616 | $255.8M | 0.14% | |
| 144 | LLYEli Lilly & Co | 325 | $253.3M | 0.14% | |
| 145 | HELOJP Morgan Investment Management Inc | 4,040 | $252.8M | 0.14% | |
| 146 | MTNVail Resorts Inc | 1,600 | $251.4M | 0.14% | |
| 147 | ORCLORACLE CORP | 1,149 | $251.2M | 0.14% | |
| 148 | AZNAstraZeneca PLC | 3,583 | $250.4M | 0.14% | |
| 149 | XOMExxon Mobil Corp | 2,287 | $246.5M | 0.14% | |
| 150 | JIREJP Morgan Investment Management Inc | 3,345 | $236.7M | 0.13% | |
| 151 | RTXRTX Corp | 1,609 | $234.9M | 0.13% | |
| 152 | VBKVanguard Group Inc/The | 848 | $234.8M | 0.13% | |
| 153 | VFLDelaware Management Co | 24,200 | $233.8M | 0.13% | |
| 154 | SAPSAP SE | 727 | $221.1M | 0.12% | |
| 155 | NOWServiceNow Inc | 213 | $219.0M | 0.12% | |
| 156 | CSCOCISCO SYSTEMS | 3,132 | $217.3M | 0.12% | |
| 157 | SPFFGlobal X Management Co LLC | 24,177 | $216.9M | 0.12% | |
| 158 | TMOThermo Fisher Scientific Inc | 526 | $213.3M | 0.12% | |
| 159 | LINLinde PLC | 453 | $212.5M | 0.12% | |
| 160 | ARKGARK Investment Management LLC | 8,515 | $207.3M | 0.11% | |
| 161 | CRWDCrowdstrike Holdings Inc | 407 | $207.3M | 0.11% | |
| 162 | MGNRAmerican Beacon Advisors Inc | 6,225 | $206.8M | 0.11% | |
| 163 | SEIQSEI Investments Management Corp | 5,488 | $204.0M | 0.11% | |
| 164 | ABBVAbbVie Inc | 1,098 | $203.8M | 0.11% | |
| 165 | IBNICICI BANK | 6,042 | $203.3M | 0.11% | |
| 166 | CRSPCRISPR Therapeutics AG | 4,137 | $201.2M | 0.11% | |
| 167 | TLNTalen Energy Corp | 691 | $200.9M | 0.11% | |
| 168 | BXMTBlackstone Mortgage Trust Inc | 10,432 | $200.8M | 0.11% | |
| 169 | OREALTY INCOME CORP | 3,470 | $199.9M | 0.11% | |
| 170 | DUKDUKE ENERGY CORP | 1,659 | $195.8M | 0.11% | |
| 171 | SYYSysco Corp | 2,564 | $194.2M | 0.11% | |
| 172 | NVSNNovartis AG | 1,579 | $191.1M | 0.10% | |
| 173 | GEVGE Vernova Inc | 358 | $189.4M | 0.10% | |
| 174 | LPLALPL FINL HLDGS INC | 495 | $185.6M | 0.10% | |
| 175 | SYKSTRYKER CORP | 466 | $184.4M | 0.10% | |
| 176 | ABGCencora Inc | 608 | $182.3M | 0.10% | |
| 177 | VBRVANGUARD ETF/USA | 914 | $178.2M | 0.10% | |
| 178 | MAMASTERCARD INC | 315 | $177.0M | 0.10% | |
| 179 | LOWLOWE'S COS INC | 792 | $175.7M | 0.10% | |
| 180 | VEEVVeeva Systems Inc | 606 | $174.5M | 0.10% | |
| 181 | DHRDanaher Corp | 874 | $172.7M | 0.09% | |
| 182 | CEVEaton Vance Management | 17,594 | $170.4M | 0.09% | |
| 183 | VONGVANGUARD ETF/USA | 1,558 | $170.1M | 0.09% | |
| 184 | OKEONEOK Inc | 2,077 | $169.5M | 0.09% | |
| 185 | PZCPacific Investment Management Co LLC | 27,190 | $169.4M | 0.09% | |
| 186 | CTVACorteva Inc | 2,262 | $168.6M | 0.09% | |
| 187 | ISRGIntuitive Surgical Inc | 310 | $168.5M | 0.09% | |
| 188 | WCNWaste Connections Inc | 890 | $166.2M | 0.09% | |
| 189 | EIPIFirst Trust Advisors LP | 8,350 | $164.7M | 0.09% | |
| 190 | ISCGBlackRock Fund Advisors | 3,300 | $164.2M | 0.09% | |
| 191 | XELXcel Energy Inc | 2,346 | $159.8M | 0.09% | |
| 192 | SHELShell PLC | 2,260 | $159.1M | 0.09% | |
| 193 | HIGHSimplify Asset Management Inc | 6,535 | $158.3M | 0.09% | |
| 194 | DWDMORGAN STANLEY | 1,088 | $153.3M | 0.08% | |
| 195 | BCSBarclays PLC | 8,174 | $152.0M | 0.08% | |
| 196 | ASMLASML HOLDING NV | 178 | $142.6M | 0.08% | |
| 197 | LRCXLam Research Corp | 1,458 | $141.9M | 0.08% | |
| 198 | RWJInvesco Capital Management LLC | 3,270 | $141.6M | 0.08% | |
| 199 | GFLGFL Environmental Inc | 2,790 | $140.8M | 0.08% | |
| 200 | WMBWilliams Cos Inc/The | 2,237 | $140.5M | 0.08% |