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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SYSCO CORP
Shares:1.6K
Value:$100.6K
% of Portfolio:0.1% ($100.6K/$142.4M)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Shares:98
Value:$100.5K
% of Portfolio:0.1% ($100.5K/$142.4M)
NEXTERA ENERGY INC
Shares:6
Value:$100.1K
% of Portfolio:0.1% ($100.1K/$142.4M)
NEWMONT Corp /DE/
Shares:118
Value:$98.5K
% of Portfolio:0.1% ($98.5K/$142.4M)
ICICI BANK LTD
Shares:8
Value:$97.2K
% of Portfolio:0.1% ($97.2K/$142.4M)
STRYKER CORP
Shares:1.3K
Value:$96.8K
% of Portfolio:0.1% ($96.8K/$142.4M)
TotalEnergies SE
Shares:15
Value:$96.0K
% of Portfolio:0.1% ($96.0K/$142.4M)
ASTRAZENECA PLC
Shares:150
Value:$94.3K
% of Portfolio:0.1% ($94.3K/$142.4M)
Natera, Inc.
Shares:56
Value:$93.6K
% of Portfolio:0.1% ($93.6K/$142.4M)
00214Q203
Shares:11.7K
Value:$93.2K
% of Portfolio:0.1% ($93.2K/$142.4M)
Crocs, Inc.
Shares:189
Value:$92.9K
% of Portfolio:0.1% ($92.9K/$142.4M)
GENERAL ELECTRIC CO
Shares:58
Value:$92.9K
% of Portfolio:0.1% ($92.9K/$142.4M)
33738R720
Shares:150
Value:$91.9K
% of Portfolio:0.1% ($91.9K/$142.4M)
BECTON DICKINSON & CO
Shares:370
Value:$91.6K
% of Portfolio:0.1% ($91.6K/$142.4M)
82889N863
Shares:20
Value:$90.2K
% of Portfolio:0.1% ($90.2K/$142.4M)
COCA COLA CO
Shares:49
Value:$89.6K
% of Portfolio:0.1% ($89.6K/$142.4M)
AMGEN INC
Shares:767
Value:$89.4K
% of Portfolio:0.1% ($89.4K/$142.4M)
GoDaddy Inc.
Shares:18.8K
Value:$89.3K
% of Portfolio:0.1% ($89.3K/$142.4M)
BARCLAYS PLC
Shares:16.8K
Value:$89.3K
% of Portfolio:0.1% ($89.3K/$142.4M)
45782C524
Shares:870
Value:$88.7K
% of Portfolio:0.1% ($88.7K/$142.4M)