Whipplewood Advisors, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$175.9B
Holdings
1,184
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,184 positions)
| Stock | Value |
|---|---|
JAAAJanus Henderson Investors US LLC | $11.8B |
TSLATesla Inc | $4.9B |
AAPLApple Inc | $4.5B |
VEAVanguard ETF/USA | $3.9B |
MSFTMICROSOFT CORP | $3.7B |
VIGVANGUARD ETF/USA | $3.5B |
VTVANGUARD ETF/USA | $3.1B |
MTUMiShares ETFs/USA | $3.1B |
RDVIFirst Trust Advisors LP | $3.0B |
NVDANVIDIA Corp | $2.8B |
DFPFlaherty & Crumrine Inc | $2.8B |
WEAWestern Asset Management Co | $2.8B |
VIGIVanguard ETF/USA | $2.6B |
HYTBlackRock Advisors LLC | $2.3B |
ARKKARK Investment Management LLC | $2.3B |
MSDMorgan Stanley Investment Management Inc | $2.2B |
JEPIJP Morgan Investment Management Inc | $2.2B |
DDTOInnovator Capital Management LLC | $2.2B |
MOATVANECK VECTORS ETF | $2.1B |
JEPQJP Morgan Investment Management Inc | $2.1B |
FNDFCharles Schwab Investment Management Inc | $2.1B |
IVVISHARES | $1.9B |
EPDEnterprise Products Partners L | $1.9B |
AMZNAmazon.com Inc | $1.9B |
DSUBlackRock Advisors LLC | $1.7B |
VWOVANGUARD ETF/USA | $1.6B |
PRFInvesco Capital Management LLC | $1.5B |
FNDXCharles Schwab Investment Management Inc | $1.5B |
MCDMCDONALD'S CORP | $1.4B |
APPAppLovin Corp | $1.4B |
VUGVanguard ETF/USA | $1.3B |
NIMNuveen Closed-End Funds/USA | $1.3B |
EEMVBlackRock Fund Advisors | $1.2B |
FNDECharles Schwab Investment Management Inc | $1.2B |
SCHMCharles Schwab Investment Management Inc | $1.2B |
PRFZInvesco Capital Management LLC | $1.2B |
BJUNInnovator Capital Management LLC | $1.1B |
EOCTInnovator Capital Management LLC | $1.1B |
SFLRInnovator Capital Management LLC | $1.1B |
PMAYInnovator Capital Management LLC | $1.1B |
VTVVanguard ETF/USA | $1.1B |
BUFRFirst Trust Advisors LP | $1.0B |
GOOGLALPHABET INC | $1.0B |
BUFDFirst Trust Advisors LP | $986.4M |
SDVYFT Portfolios Canada Co | $951.0M |
MOTIVan Eck Associates Corp | $947.9M |
GPIXGoldman Sachs ETF Trust | $932.0M |
MFICMidCap Financial Investment Co | $927.5M |
VKIVan Kampen Funds/Closed-end/US | $924.2M |
IIMVan Kampen Funds/Closed-end/US | $899.1M |
EVNEaton Vance Management | $897.6M |
VBFInvesco Advisers Inc/USA | $884.5M |
GBDCGolub Capital BDC Inc | $855.6M |
EFAXSSgA Funds Management Inc | $846.1M |
NVGNuveen Closed-End Funds/USA | $845.2M |
GBABGuggenheim ETFs/USA | $838.4M |
METAMeta Platforms Inc | $814.4M |
VKQVan Kampen Funds/Closed-end/US | $792.8M |
XNEAXNuveen Closed-End Funds/USA | $792.3M |
SPLVInvesco Capital Management LLC | $727.3M |
NDQInvesco Capital Management LLC | $723.9M |
BABInvesco Capital Management LLC | $723.9M |
MGCVanguard ETF/USA | $706.7M |
TSMTSMC | $662.2M |
VGMVan Kampen Funds/Closed-end/US | $660.7M |
KAPRInnovator Capital Management LLC | $647.3M |
SBIFranklin Templeton Fund Adviser LLC | $641.5M |
QFLRInnovator Capital Management LLC | $641.0M |
VVISA INC | $633.3M |
EPRFInnovator Capital Management LLC | $632.6M |
UNHUnitedHealth Group Inc | $625.2M |
SDVDFirst Trust Advisors LP | $605.9M |
CALFPacer Advisors Inc | $604.9M |
GOOGAlphabet Inc | $602.9M |
KOCTInnovator Capital Management LLC | $586.1M |
ETEnergy Transfer LP | $581.6M |
RWJInvesco Capital Management LLC | $559.5M |
SCHXCharles Schwab Investment Management Inc | $554.6M |
OWLBlue Owl Capital Corp III | $554.4M |
NZFNuveen Closed-End Funds/USA | $523.0M |
NVONovo Holdings A/S | $515.0M |
PDIPIMCO Funds/Closed-End/USA | $508.7M |
VFCVF Corp | $507.7M |
JPSTJP Morgan ETFs/USA | $503.9M |
SPGPInvesco Capital Management LLC | $499.3M |
DDTOInnovator Capital Management LLC | $483.3M |
AVGOBroadcom Inc | $477.4M |
NFLXNETFLIX INC | $476.0M |
CIONCION Investment Corp | $466.2M |
FFC0Oaktree Specialty Lending Corp | $465.0M |
VFLDelaware Management Co | $463.1M |
GSBDGoldman Sachs BDC Inc | $450.4M |
MMDNYLI MacKay DefinedTerm Muni O | $446.8M |
QCOMQUALCOMM Inc | $435.1M |
XMMOInvesco ETFs/USA | $422.0M |
UNPUnion Pacific Corp | $408.2M |
IEMGiShares ETFs/USA | $393.1M |
HEEMiShares ETFs/USA | $387.2M |
AQLTISHARES | $376.4M |
PREFPrincipal Global Investors LLC | $374.3M |
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