Whipplewood Advisors, LLC Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$175.9M

Holdings

1,184

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,184 positions)

StockValue
PHGKoninklijke Philips NV
$55K
UBERUber Technologies Inc
$54K
PG4Principal Financial Group Inc
$54K
MTDMettler-Toledo International I
$54K
ULUnilever PLC
$54K
CRWDCrowdstrike Holdings Inc
$53K
TJXTJX Cos Inc/The
$53K
AMATAPPLIED MATERIALS
$53K
TLNTalen Energy Corp
$53K
MRVLMarvell Technology Inc
$53K
XYLXylem Inc/NY
$52K
CCEPCoca-Cola Europacific Partners
$52K
VOXVANGUARD ETF/USA
$51K
DEODIAGEO
$51K
CAVACava Group Inc
$51K
APDAir Products and Chemicals Inc
$50K
FASTFastenal Co
$49K
SNOWSnowflake Inc
$48K
CMCSAComcast Corp
$47K
SCHPCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$47K
SHWSherwin-Williams Co/The
$47K
SCHWCharles Schwab Corp/The
$46K
PSXPhillips 66
$46K
YSEPFirst Trust Advisors LP
$46K
GSKGSK PLC
$46K
BUFQFirst Trust Advisors LP
$45K
KEYKeyCorp
$45K
ABNBAirbnb Inc
$44K
VRSKVerisk Analytics Inc
$44K
EJANInnovator Capital Management LLC
$42K
SONYSony Group Corp
$42K
BJULInnovator Capital Management LLC
$42K
BNDXVANGUARD GROUP INC/THE
$41K
PAYXPaychex Inc
$41K
ORIOld Republic International Cor
$41K
VICIVICI Properties Inc
$40K
NTLAIntellia Therapeutics Inc
$40K
PBRPetroleo Brasileiro SA
$40K
RDIVInvesco ETFs/USA
$40K
ITWILLINOIS TOOL WKS
$40K
UUnity Software Inc
$40K
AIGAMER INTL GRP
$40K
CBCHUBB LIMITED COM
$40K
AEMAGNICO EAGLE MINES
$39K
VSTVistra Corp
$39K
NOCTInnovator Capital Management LLC
$39K
SPHYSSGA FUNDS MANAGEMENT INC
$38K
RHCRH
$38K
GGGGraco Inc
$37K
KDPKeurig Dr Pepper Inc
$37K
RBARB Global Inc
$37K
ARGXArgenx SE
$37K
XLESELECT SECTOR SPDR
$37K
PJULInnovator Capital Management LLC
$37K
GPNGlobal Payments Inc
$37K
CMECME Group Inc
$37K
FDNFIRST TRUST ADVISORS LP
$36K
RYLDGlobal X Investments Canada Inc
$36K
CATCaterpillar Inc
$36K
AVBAvalonBay Communities Inc
$36K
STZConstellation Brands Inc
$36K
BUDAnheuser-Busch InBev SA/NV
$36K
FNDFloor & Decor Holdings Inc
$35K
WRBBERKLEY(WR)CORP
$35K
ODFLOld Dominion Freight Line Inc
$35K
GILDGilead Sciences Inc
$35K
UPSUTD PARCEL SERV
$34K
ITTITT Inc
$34K
OCOwens Corning
$34K
GSGOLDMAN SACHS GRP
$34K
PLDPrologis Inc
$34K
MANHManhattan Associates Inc
$34K
PDECInnovator Capital Management LLC
$33K
PNCPNC Financial Services Group I
$33K
CCOCAMECO CORP
$33K
CGGRCapital Research and Management Co
$33K
SNPSSynopsys Inc
$33K
EAELECTRONIC ARTS
$32K
MLMMARTIN MARIETTA M.
$32K
ARKFARK Investment Management LLC
$32K
UALUnited Airlines Holdings Inc
$32K
NOCNORTHROP GRUMMAN
$31K
ALCALCON AG
$31K
HCAHCA Healthcare Inc
$31K
FTVFortive Corp
$31K
FWONALiberty Media Corp
$30K
PUKNPrudential PLC
$30K
HBC2HSBC HLDGS
$30K
EFGBlackRock Fund Advisors
$30K
HDBHDFC BANK
$29K
TDOCTeladoc Health Inc
$29K
MUFGMITSUBISHI UFJ FIN
$29K
PSCTInvesco Capital Management LLC
$29K
PINSPinterest Inc
$28K
PCVXVaxcyte Inc
$28K
A4SAmeriprise Financial Inc
$28K
AWCAmerican Water Works Co Inc
$28K
OXYOccidental Petroleum Corp
$27K
CGXUCapital Research and Management Co
$27K
NWGNatWest Group PLC
$27K
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