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 |
|---|---|
WELLWELLTOWER INC COM | $430K |
PIEInvesco Capital Management LLC | $429K |
CGDGCapital Research and Management Co | $420K |
4I1PHILIP MORRIS INTL | $418K |
DISWalt Disney Co/The | $416K |
UNPUnion Pacific Corp | $407K |
SPOTSpotify Technology SA | $397K |
SKYYFirst Trust Advisors LP | $394K |
JPMJPMorgan Chase & Co | $393K |
JPREJP Morgan Investment Management Inc | $390K |
RACEFERRARI NV | $383K |
BCDAbrdn Inc | $379K |
GPIXGoldman Sachs Asset Management LP | $375K |
MLB1MercadoLibre Inc | $374K |
PREFPrincipal Global Investors LLC | $371K |
SMMUPacific Investment Management Co LLC | $359K |
AMDADVANCED MICRO DEV | $346K |
PDIPacific Investment Management Co LLC | $331K |
WSMWilliams-Sonoma Inc | $330K |
MQTBlackRock Advisors LLC | $326K |
USBUS Bancorp | $324K |
MOALTRIA GROUP INC | $319K |
UNHUnitedHealth Group Inc | $306K |
SEIVSEI Investments Management Corp | $304K |
SEIMSEI Investments Management Corp | $300K |
SDVYFirst Trust Advisors LP | $295K |
ADBEAdobe Inc | $295K |
NVONovo Holdings A/S | $294K |
MCKMCKESSON CORP | $292K |
KYNKA Fund Advisors LLC | $292K |
TFCTruist Financial Corp | $290K |
CVXChevron Corp | $280K |
VTWOVanguard Group Inc/The | $276K |
JNJJohnson & Johnson | $274K |
VOOVANGUARD | $269K |
GEGeneral Electric Co | $268K |
VFCVF Corp | $266K |
AJGArthur J Gallagher & Co | $264K |
VRTXVertex Pharmaceuticals Inc | $262K |
COSTCostco Wholesale Corp | $260K |
SCHACharles Schwab Investment Management Inc | $258K |
RDVYFirst Trust Advisors LP | $258K |
WMTWalmart Inc | $256K |
LLYEli Lilly & Co | $253K |
HELOJP Morgan Investment Management Inc | $253K |
MTNVail Resorts Inc | $251K |
ORCLORACLE CORP | $251K |
AZNAstraZeneca PLC | $250K |
XOMExxon Mobil Corp | $247K |
JIREJP Morgan Investment Management Inc | $237K |
RTXRTX Corp | $235K |
VBKVanguard Group Inc/The | $235K |
VFLDelaware Management Co | $234K |
SAPSAP SE | $221K |
NOWServiceNow Inc | $219K |
CSCOCISCO SYSTEMS | $217K |
SPFFGlobal X Management Co LLC | $217K |
TMOThermo Fisher Scientific Inc | $213K |
LINLinde PLC | $213K |
ARKGARK Investment Management LLC | $207K |
CRWDCrowdstrike Holdings Inc | $207K |
MGNRAmerican Beacon Advisors Inc | $207K |
SEIQSEI Investments Management Corp | $204K |
ABBVAbbVie Inc | $204K |
IBNICICI BANK | $203K |
CRSPCRISPR Therapeutics AG | $201K |
TLNTalen Energy Corp | $201K |
BXMTBlackstone Mortgage Trust Inc | $201K |
OREALTY INCOME CORP | $200K |
DUKDUKE ENERGY CORP | $196K |
SYYSysco Corp | $194K |
NVSNNovartis AG | $191K |
GEVGE Vernova Inc | $189K |
LPLALPL FINL HLDGS INC | $186K |
SYKSTRYKER CORP | $184K |
ABGCencora Inc | $182K |
VBRVANGUARD ETF/USA | $178K |
MAMASTERCARD INC | $177K |
LOWLOWE'S COS INC | $176K |
VEEVVeeva Systems Inc | $175K |
DHRDanaher Corp | $173K |
CEVEaton Vance Management | $170K |
VONGVANGUARD ETF/USA | $170K |
OKEONEOK Inc | $170K |
PZCPacific Investment Management Co LLC | $169K |
CTVACorteva Inc | $169K |
ISRGIntuitive Surgical Inc | $168K |
WCNWaste Connections Inc | $166K |
EIPIFirst Trust Advisors LP | $165K |
ISCGBlackRock Fund Advisors | $164K |
XELXcel Energy Inc | $160K |
SHELShell PLC | $159K |
HIGHSimplify Asset Management Inc | $158K |
DWDMORGAN STANLEY | $153K |
BCSBarclays PLC | $152K |
ASMLASML HOLDING NV | $143K |
LRCXLam Research Corp | $142K |
RWJInvesco Capital Management LLC | $142K |
GFLGFL Environmental Inc | $141K |
WMBWilliams Cos Inc/The | $141K |