Whipplewood-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
1,209
Total Value
142404914
Accession Number
0002052510-25-000002
Form Type
13F-HR
Manager Name
Whipplewood-Advisors
Data Enrichment
89% identified
1,070 identified139 unidentified

Holdings

1,209 positions • $142.4M total value
Manager:
Search and click to pin securities to the top
Page 38 of 61
LAKELAND FINANCIAL CORP
Shares:7
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$142.4M)
COHEN & STEERS, INC.
Shares:48
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$142.4M)
Concentrix Corp
Shares:130
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$142.4M)
RESMED INC
Shares:14
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$142.4M)
MARSH & MCLENNAN COMPANIES, INC.
Shares:42
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$142.4M)
Rivian Automotive, Inc. / DE
Shares:37
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$142.4M)
WYNN RESORTS LTD
Shares:20
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$142.4M)
TETRA TECH INC
Shares:90
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
NATIONAL FUEL GAS CO
Shares:4
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
BIOGEN INC.
Shares:9
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
COMERICA INC /NEW/
Shares:71
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
Grand Canyon Education, Inc.
Shares:40
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
Ulta Beauty, Inc.
Shares:13
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
ROBERT HALF INC.
Shares:209
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
LABCORP HOLDINGS INC.
Shares:46
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
MOLSON COORS BEVERAGE CO
Shares:4
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
HUNTINGTON BANCSHARES INC /MD/
Shares:15
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$142.4M)
JACOBS SOLUTIONS INC.
Shares:375
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$142.4M)
MEDICAL PROPERTIES TRUST INC
Shares:250
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$142.4M)
EXACT SCIENCES CORP
Shares:38
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$142.4M)