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
HEIHEICO Corp
$27K
KRKROGER
$26K
VRSNVeriSign Inc
$26K
GDGEN DYNAMICS CORP
$26K
AFLAflac Inc
$26K
BCIABERDEEN STANDARD
$25K
NGGNational Grid PLC
$25K
PHPARKER-HANNIFIN
$25K
SCHECHARLES SCHWAB INVESTMENT MANAGEMENT INC
$25K
JSMLJanus Henderson Investors US LLC
$25K
WSTWest Pharmaceutical Services I
$25K
CGGOCapital Research and Management Co
$24K
NRANRG Energy Inc
$24K
DPZDomino's Pizza Inc
$24K
TRVTRAVELERS CO INC
$24K
REEverest Group Ltd
$24K
MUMicron Technology Inc
$24K
NJANInnovator Capital Management LLC
$24K
TAKTakeda Pharmaceutical Co Ltd
$24K
AXONAXON ENTERPRISE INC
$24K
CVSCVS Health Corp
$24K
STWDStarwood Property Trust Inc
$24K
MTBASimplify Asset Management Inc
$24K
TXNTEXAS INSTRUMENTS
$24K
DDDuPont de Nemours Inc
$24K
FDSFactSet Research Systems Inc
$24K
HONHoneywell International Inc
$23K
CHKPCheck Point Software Technolog
$23K
XYZBlock Inc
$23K
TMUST-MOBILE US INC
$23K
TRVCCitigroup Inc
$22K
UNMUnum Group
$22K
DOCHealthpeak Properties Inc
$22K
UBSUBS AG
$22K
YUMYUM BRANDS INC
$21K
ICEINTERCONTINENTAL EXCHANGE
$21K
NBISNebius Group NV
$21K
PEGPublic Service Enterprise Grou
$21K
EOGEOG Resources Inc
$21K
ETREntergy Corp
$21K
SUSUNCOR ENERGY INC
$21K
VTIPVANGUARD ETF/USA
$21K
OTISOtis Worldwide Corp
$20K
ICLRICON PLC
$20K
KRCKilroy Realty Corp
$20K
PYPLPayPal Holdings Inc
$20K
WABWestinghouse Air Brake Technol
$20K
SANBanco Santander SA
$19K
BCEBCE Inc
$19K
FISVFISERV INC
$19K
SMFGSumitomo Mitsui Financial Grou
$19K
VENVentas Inc
$19K
RCLROYAL CARIBBEAN
$19K
MTARCELORMITTAL
$18K
CAHCardinal Health Inc
$18K
CGUSCapital Research and Management Co
$18K
VWOBVANGUARD GROUP INC/THE
$18K
ZTSZoetis Inc
$18K
CASYCasey's General Stores Inc
$18K
CARRCARRIER GLOBAL CORP
$18K
EMLCVan Eck Associates Corp
$18K
BBVABBVA
$18K
EQHEquitable Holdings Inc
$18K
HIGHartford Financial Services Gr
$18K
CHEChemed Corp
$17K
FFIVF5 Inc
$17K
PHMPULTE HOMES INC
$17K
IGSBBlackRock Fund Advisors
$17K
NKENIKE INC
$17K
EQIXEQUINIX INC
$17K
SBUXSTARBUCKS CORP
$17K
HUBBHubbell Inc
$17K
HRBBLOCK(H&R)INC
$16K
CBOECboe Global Markets Inc
$16K
KMIKinder Morgan Inc
$16K
KLACKLA Corp
$16K
CEGConstellation Energy Corp
$16K
BSVVANGUARD GROUP
$16K
ECLECOLAB INC
$16K
AEPAmerican Electric Power Co Inc
$16K
DFSEURDISCOVER FINL SVCS
$16K
STLDSteel Dynamics Inc
$16K
MPCMarathon Petroleum Corp
$15K
ALSNAllison Transmission Holdings
$15K
LNGCHENIERE ENERGY IN
$15K
PPLPPL CORP
$15K
HLTHilton Worldwide Holdings Inc
$15K
AONAon PLC
$15K
LHXL3Harris Technologies Inc
$15K
GPIQGoldman Sachs ETF Trust
$15K
VLOValero Energy Corp
$15K
MNSTMonster Beverage Corp
$15K
METVRoundhill Financial Inc
$14K
GMGeneral Motors Co
$14K
CICigna Group/The
$14K
CORZCore Scientific Inc
$14K
ACWViShares ETFs/USA
$14K
NSYNice Ltd
$14K
COFCapital One Financial Corp
$14K
PGRPROGRESSIVE CP(OH)
$14K
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