Whipplewood Advisors, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$169.4M
Holdings
1,209
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,209 positions)
| Stock | Value |
|---|---|
SNOWSnowflake Inc | $69K |
HEIHEICO Corp | $69K |
CLCOLGATE-PALMOLIVE | $68K |
COPCONOCOPHILLIPS | $67K |
RIORio Tinto PLC | $67K |
MSCIMSCI Inc | $66K |
MARMarriott International Inc/MD | $66K |
DEMWISDOMTREE ETFS/USA | $66K |
DYHTarget Corp | $66K |
CYBRCyberArk Software Ltd | $64K |
PEPPEPSICO INC | $64K |
ADIANALOG DEVICES INC | $64K |
INTUIntuit Inc | $64K |
KAPRInnovator ETF Trust | $64K |
ILMNIllumina Inc | $62K |
VRTVertiv Holdings Co | $62K |
SHOPSHOPIFY INC | $61K |
MCOMOODYS CORP | $61K |
SCIService Corp International/US | $60K |
CCEPCoca-Cola Europacific Partners | $60K |
PG4Principal Financial Group Inc | $59K |
WFCWELLS FARGO & CO | $59K |
CRMSalesforce Inc | $58K |
MCHPMicrochip Technology Inc | $58K |
ADPAUTOMATIC DATA PROCESSING | $58K |
LUMNLumen Technologies Inc | $58K |
SCHGCharles Schwab Investment Management Inc | $57K |
BKNGBooking Holdings Inc | $55K |
BJANInnovator ETF Trust | $55K |
PHGKoninklijke Philips NV | $55K |
ETNEaton Corp PLC | $55K |
BACBK OF AMERICA CORP | $55K |
ULUnilever PLC | $54K |
STTState Street Corp | $54K |
SCHWCharles Schwab Corp/The | $54K |
XYLXylem Inc/NY | $54K |
FICOFair Isaac Corp | $53K |
IWNISHARES | $53K |
MNSTMonster Beverage Corp | $53K |
GSKGSK PLC | $53K |
APDAir Products and Chemicals Inc | $52K |
APHAmphenol Corp | $52K |
VRSKVerisk Analytics Inc | $52K |
PAYXPaychex Inc | $52K |
BUDAnheuser-Busch InBev SA/NV | $51K |
MTDMettler-Toledo International I | $51K |
FASTFastenal Co | $51K |
APAAPA Corp | $50K |
VCITVANGUARD ETF/USA | $50K |
YSEPFirst Trust ETFs/USA | $50K |
PSXPhillips 66 | $50K |
VOXVANGUARD ETF/USA | $49K |
SCHPCHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49K |
SONYSony Group Corp | $47K |
KMBKIMBERLY-CLARK CP | $47K |
RDDTReddit Inc | $45K |
AMATAPPLIED MATERIALS | $45K |
ORIOld Republic International Cor | $44K |
BUFQFirst Trust ETFs/USA | $44K |
ITWILLINOIS TOOL WKS | $44K |
WRBBERKLEY(WR)CORP | $44K |
AIGAMER INTL GRP | $43K |
CBCHUBB LIMITED COM | $43K |
EJANInnovator ETF Trust | $43K |
GGGGraco Inc | $43K |
PUKNPrudential PLC | $42K |
CMECME Group Inc | $42K |
GILDGilead Sciences Inc | $42K |
CMCSAComcast Corp | $42K |
BNDXVANGUARD GROUP INC/THE | $42K |
KEYKeyCorp | $42K |
RBARB Global Inc | $42K |
CAVACava Group Inc | $41K |
RDIVInvesco Capital Management LLC | $41K |
SHWSherwin-Williams Co/The | $41K |
BJULInnovator ETF Trust | $40K |
EOCTInnovator ETF Trust | $40K |
MSIMOTOROLA INC | $40K |
EDVVanguard ETF/USA | $40K |
CATCaterpillar Inc | $40K |
XLESELECT SECTOR SPDR | $40K |
VRSNVeriSign Inc | $40K |
VSTVistra Corp | $40K |
UBERUber Technologies Inc | $39K |
CVSCVS Health Corp | $38K |
SPHYSSGA FUNDS MANAGEMENT INC | $38K |
IOTSamsara Inc | $38K |
NOCTInnovator ETF Trust | $37K |
NRANRG Energy Inc | $37K |
VICIVICI Properties Inc | $37K |
KDPKeurig Dr Pepper Inc | $37K |
PLDPrologis Inc | $36K |
PJULInnovator ETF Trust | $36K |
CEGConstellation Energy Corp | $36K |
ARGXArgenx SE | $36K |
TRVCCitigroup Inc | $35K |
DEODIAGEO | $35K |
FRPTFreshpet Inc | $35K |
AVBAvalonBay Communities Inc | $35K |
SWSmurfit WestRock PLC | $35K |