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)
| Stock | Value |
|---|---|
WSMWilliams-Sonoma Inc | $372K |
DISWalt Disney Co/The | $368K |
RACEFERRARI NV | $367K |
WELLWELLTOWER INC COM | $367K |
SKYYFirst Trust Advisors LP | $366K |
JPREJP Morgan Investment Management Inc | $364K |
BCDAbrdn ETFS Advisors LLC | $363K |
PIEInvesco Capital Management LLC | $362K |
USBUS Bancorp | $362K |
MCIBarings LLC | $357K |
GEGeneral Electric Co | $352K |
ADBEAdobe Inc | $341K |
MQTBlackRock Funds/Closed-End/USA | $332K |
TFCTruist Financial Corp | $323K |
JPMJPMorgan Chase & Co | $322K |
ARKGARK Investment Management LLC | $305K |
EDVVanguard Group Inc/The | $303K |
TMOThermo Fisher Scientific Inc | $302K |
CVXChevron Corp | $297K |
KYNKayne Anderson/Closed-end | $292K |
MOALTRIA GROUP INC | $291K |
RDVYFirst Trust Advisors LP | $290K |
ALAIFred Alger Management LLC | $285K |
AMDADVANCED MICRO DEV | $281K |
SEIVSEI Investments Management Corp | $273K |
OREALTY INCOME CORP | $272K |
LLYEli Lilly & Co | $272K |
4I1PHILIP MORRIS INTL | $270K |
SEIMSEI Investments Management Corp | $270K |
VTWOVanguard Group Inc/The | $270K |
ISRGIntuitive Surgical Inc | $269K |
NOWServiceNow Inc | $269K |
SMMUPacific Investment Management Co LLC | $269K |
DDOGDatadog Inc | $269K |
GEVGE Vernova Inc | $261K |
CGDGCapital Research and Management Co | $260K |
XOMExxon Mobil Corp | $258K |
AZNAstraZeneca PLC | $256K |
MCKMCKESSON CORP | $249K |
AJGArthur J Gallagher & Co | $244K |
HIGHSimplify Asset Management Inc | $241K |
SCHACharles Schwab Investment Management Inc | $240K |
VBKVanguard Group Inc/The | $237K |
WMTWalmart Inc | $232K |
SPFFGlobal X Management Co LLC | $225K |
JNJJohnson & Johnson | $225K |
COSTCostco Wholesale Corp | $224K |
FICOFair Isaac Corp | $223K |
MLB1MercadoLibre Inc | $221K |
SESea Ltd | $221K |
PDIPIMCO Funds/Closed-End/USA | $217K |
OKEONEOK Inc | $216K |
LINLinde PLC | $213K |
SYYSysco Corp | $205K |
LOWLOWE'S COS INC | $199K |
MAMASTERCARD INC | $198K |
DHRDanaher Corp | $198K |
BXSLBLACKSTONE SECD LN | $194K |
IBNICICI BANK | $193K |
CPCanadian Pacific Kansas City L | $192K |
ABBVAbbVie Inc | $192K |
SEIQSEI Investments Management Corp | $191K |
ARCCAres Capital Corp | $191K |
JIREJP Morgan Investment Management Inc | $189K |
SAPSAP SE | $189K |
VOOVANGUARD | $189K |
MTNVail Resorts Inc | $187K |
ORCLORACLE CORP | $186K |
BXMTBlackstone Mortgage Trust Inc | $184K |
VBRVANGUARD ETF/USA | $181K |
RTXRTX Corp | $180K |
DUKDUKE ENERGY CORP | $176K |
CEWWisdomTree Asset Management Inc | $175K |
HELOJP Morgan Investment Management Inc | $175K |
WMBWilliams Cos Inc/The | $170K |
SYKSTRYKER CORP | $169K |
CSCOCISCO SYSTEMS | $169K |
CEVEaton Vance Funds/Closed-end/U | $169K |
LPLALPL FINL HLDGS INC | $167K |
BHPBHP BILLITON LTD | $164K |
WCNWaste Connections Inc | $164K |
ISCGBlackRock Fund Advisors | $163K |
EIPIFirst Trust Exchange-Traded Fu | $163K |
VONGVANGUARD ETF/USA | $161K |
CRSPCRISPR Therapeutics AG | $159K |
XELXcel Energy Inc | $158K |
MRKMerck & Co Inc | $157K |
CDNSCadence Design Systems Inc | $157K |
GDDYGoDaddy Inc | $151K |
NTRANatera Inc | $149K |
GFLGFL Environmental Inc | $149K |
PGProcter & Gamble Co/The | $147K |
NVSNNovartis AG | $146K |
DWDMORGAN STANLEY | $145K |
GWWWW Grainger Inc | $142K |
BAHBooz Allen Hamilton Holding Co | $140K |
SHELShell PLC | $138K |
ILMNIllumina Inc | $137K |
ABGCencora Inc | $137K |
ETNEaton Corp PLC | $135K |