Whipplewood Advisors, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$182.0M
Holdings
1,204
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,204 positions)
| Stock | Value |
|---|---|
MCIBarings LLC | $57K |
VOXVANGUARD ETF/USA | $56K |
NFEBInnovator Capital Management LLC | $56K |
PG4Principal Financial Group Inc | $56K |
ULUnilever PLC | $55K |
YSEPFirst Trust Advisors LP | $55K |
IWNISHARES | $55K |
VRSKVerisk Analytics Inc | $55K |
ALABAstera Labs Inc | $55K |
LUMNLumen Technologies Inc | $53K |
FASTFastenal Co | $52K |
CAVACava Group Inc | $51K |
PHGKoninklijke Philips NV | $51K |
APDAir Products and Chemicals Inc | $50K |
COPCONOCOPHILLIPS | $50K |
NETCloudflare Inc | $50K |
RIORio Tinto PLC | $49K |
PEPPEPSICO INC | $49K |
SCHPCHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48K |
RBARB Global Inc | $48K |
CLCOLGATE-PALMOLIVE | $48K |
PSXPhillips 66 | $48K |
SONYSony Group Corp | $47K |
CEGConstellation Energy Corp | $47K |
GSKGSK PLC | $46K |
EJANInnovator Capital Management LLC | $46K |
CATCaterpillar Inc | $45K |
KEYKeyCorp | $45K |
WRBBERKLEY(WR)CORP | $45K |
TOSTToast Inc | $45K |
UBERUber Technologies Inc | $45K |
CMECME Group Inc | $44K |
SWSmurfit WestRock PLC | $44K |
EOCTInnovator Capital Management LLC | $44K |
BJULInnovator Capital Management LLC | $44K |
CCLCARNIVAL CORP | $44K |
IOTSamsara Inc | $43K |
ORIOld Republic International Cor | $43K |
PFDFlaherty & Crumrine Inc | $43K |
ARKFARK Investment Management LLC | $43K |
SCHWCharles Schwab Corp/The | $43K |
BNDXVANGUARD GROUP INC/THE | $43K |
GILDGilead Sciences Inc | $43K |
PAYXPaychex Inc | $43K |
CGGECapital Research and Management Co | $42K |
HDBHDFC BANK | $42K |
SNPSSynopsys Inc | $42K |
CVSCVS Health Corp | $42K |
CBCHUBB LIMITED COM | $42K |
CAHCardinal Health Inc | $42K |
COLDAmericold Realty Trust Inc | $42K |
AIGAMER INTL GRP | $42K |
SANBanco Santander SA | $41K |
KDPKeurig Dr Pepper Inc | $41K |
CMCSAComcast Corp | $41K |
NOCTInnovator Capital Management LLC | $41K |
FDNFIRST TRUST ADVISORS LP | $40K |
GGGGraco Inc | $40K |
SHWSherwin-Williams Co/The | $40K |
FWONALiberty Media Corp | $40K |
SPHYSSGA FUNDS MANAGEMENT INC | $40K |
PJULInnovator Capital Management LLC | $39K |
MTDMettler-Toledo International I | $38K |
ITTITT Inc | $37K |
ALCALCON AG | $37K |
PUKNPrudential PLC | $37K |
HEIHEICO Corp | $37K |
HBC2HSBC HLDGS | $37K |
VICIVICI Properties Inc | $37K |
NWGNatWest Group PLC | $37K |
FICOFair Isaac Corp | $37K |
RHCRH | $37K |
XLESELECT SECTOR SPDR | $36K |
NOCNORTHROP GRUMMAN | $36K |
DEODIAGEO | $36K |
PBRPETROBRAS | $36K |
GSGOLDMAN SACHS GRP | $35K |
PDECInnovator Capital Management LLC | $35K |
COFCapital One Financial Corp | $35K |
RBLXROBLOX Corp | $34K |
EFGBlackRock Fund Advisors | $34K |
EAELECTRONIC ARTS | $34K |
AXONAXON ENTERPRISE INC | $34K |
FRPTFreshpet Inc | $33K |
TXNTEXAS INSTRUMENTS | $33K |
AVBAvalonBay Communities Inc | $33K |
AWCAmerican Water Works Co Inc | $33K |
CGGRCapital Research and Management Co | $33K |
NTLAIntellia Therapeutics Inc | $32K |
MUFGMITSUBISHI UFJ FIN | $32K |
KMBKIMBERLY-CLARK CP | $32K |
TKOEndeavor Group Holdings Inc | $32K |
ITWILLINOIS TOOL WKS | $31K |
MSIMOTOROLA INC | $31K |
PHPARKER-HANNIFIN | $31K |
BLKBlackrock Inc | $30K |
EDVVanguard Group Inc/The | $30K |
KRKROGER | $30K |
ABNBAirbnb Inc | $30K |
BNDVanguard Group Inc/The | $30K |