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:
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PNC FINANCIAL SERVICES GROUP, INC.
Shares:14
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
MongoDB, Inc.
Shares:6
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
COMMERCE BANCSHARES INC /MO/
Shares:21
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
Chord Energy Corp
Shares:23
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
Shares:282
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
CURTISS WRIGHT CORP
Shares:100
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
Solventum Corp
Shares:50
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
Atlas Energy Solutions Inc.
Shares:54
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
BAXTER INTERNATIONAL INC
Shares:1.8K
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
U S PHYSICAL THERAPY INC /NV
Shares:134
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
UNITED RENTALS, INC.
Shares:13
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
WESCO INTERNATIONAL INC
Shares:38
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
BCE INC
Shares:36
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
FIRST CITIZENS BANCSHARES INC /DE/
Shares:110
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
Sarepta Therapeutics, Inc.
Shares:30
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$142.4M)
FAIR ISAAC CORP
Shares:32
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$142.4M)
CACI INTERNATIONAL INC /DE/
Shares:18
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$142.4M)
Autodesk, Inc.
Shares:23
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$142.4M)
BRUNSWICK CORP
Shares:48
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$142.4M)
BioNTech SE
Shares:14
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$142.4M)