Whipplewood Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Whipplewood Advisors, LLC reported 1,183 stock positions worth $175.9 million. Its top holding was Janus Henderson Aaa Clo ETF (JAAA) at 6.7% of the portfolio, followed by Tesla (TSLA, 2.8%) and Apple (AAPL, 2.6%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLETON, CO
- CIK
- 0002052510
- Portfolio Value
- $175.9M (Q4 2024)
- SEC Filing
- 0002052510-25-000001 ↗ filed Feb 5, 2025
Holdings Value
Holdings 1,183 stocks · $175.9M
| JAAA Janus Henderson Aaa Clo ETF | 6.73% | 233,402 | $11.8M | — |
| TSLA Tesla Inc. | 2.77% | 12,060 | $4.9M | — |
| AAPL Apple Inc. | 2.55% | 17,945 | $4.5M | — |
| VEA Vanguard Ftse Developed ETF | 2.20% | 81,095 | $3.9M | — |
| MSFT Microsoft Corp. | 2.11% | 8,808 | $3.7M | — |
| VIG Vanguard Dividend Apprec ETF | 1.97% | 17,698 | $3.5M | — |
| VT Vanguard Tot World STK ETF | 1.76% | 26,358 | $3.1M | — |
| MTUM iShares MSCI USA Momentum Fa | 1.75% | 14,862 | $3.1M | — |
| RDVI FT Vest Rising Dividend Achi | 1.69% | 122,939 | $3.0M | — |
| NVDA Nvidia Corp. | 1.61% | 21,026 | $2.8M | — |
| DFP Flaherty & Crumrine DYN Pref | 1.59% | 140,478 | $2.8M | — |
| WEA Western Asset Premier Bond | 1.57% | 255,660 | $2.8M | — |
| VIGI Vanguard Int Div App Indx FD | 1.50% | 32,883 | $2.6M | — |
| HYT BlackRock Corp. Hi YLD | 1.32% | 237,009 | $2.3M | — |
| ARKK ARK Innovation ETF | 1.28% | 39,657 | $2.3M | — |
| MSD Morgan Stanley Emrg MKT Debt | 1.24% | 283,909 | $2.2M | — |
| JEPI JPMorgan Equity Premium Inco | 1.24% | 37,996 | $2.2M | — |
| BALT Inn Defined Wealth Shield | 1.22% | 68,538 | $2.2M | — |
| MOAT Vaneck Morningstar Wide Moat | 1.20% | 22,814 | $2.1M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.20% | 37,385 | $2.1M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.17% | 61,732 | $2.1M | — |
| IVV iShares Core S&P 500 ETF | 1.10% | 3,287 | $1.9M | — |
| EPD Enterprise Products Partners | 1.09% | 61,190 | $1.9M | — |
| AMZN Amazon.com Inc. | 1.07% | 8,605 | $1.9M | — |
| DSU BlackRock Debt Strategies | 0.97% | 159,225 | $1.7M | — |
| VWO Vanguard Ftse Emerging Marke | 0.91% | 36,287 | $1.6M | — |
| PRF Invesco Rafi US 1000 ETF | 0.84% | 36,553 | $1.5M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.84% | 62,181 | $1.5M | — |
| MCD McDonald's Corp. | 0.79% | 4,797 | $1.4M | — |
| APP AppLovin Corp. Class A | 0.79% | 4,290 | $1.4M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.74% | 3,185 | $1.3M | — |
| NIM Nuveen Select Maturit Muni | 0.73% | 147,889 | $1.3M | — |
| EEMV iShares MSCI Emg MKT Min Vol | 0.67% | 20,451 | $1.2M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.66% | 40,182 | $1.2M | — |
| SCHM Schwab US Mid Cap ETF | 0.66% | 41,924 | $1.2M | — |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.66% | 27,789 | $1.2M | — |
| BJUN Innovator U.S. Equity Buffer | 0.65% | 27,544 | $1.1M | — |
| EOCT Innovator Emer MKT PWR Buff | 0.63% | 42,539 | $1.1M | — |
| SFLR Innovator Eqty MGD Floor ETF | 0.62% | 33,639 | $1.1M | — |
| PMAY Innovator U.S. Equity Power | 0.62% | 30,287 | $1.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 6,267 | $1.1M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.58% | 33,751 | $1.0M | — |
| GOOGL Alphabet Inc. Class A | 0.58% | 5,371 | $1.0M | — |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.56% | 38,651 | $986K | — |
| SDVY First Trust Smid Cap Rising | 0.54% | 26,526 | $951K | — |
| MOTI Vaneck Mstar Int Moat ETF | 0.54% | 31,290 | $948K | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.53% | 18,848 | $932K | — |
| MFIC Midcap Financial Investment | 0.53% | 68,753 | $927K | — |
| VKI Invesco Adv Muni Inc. TR II | 0.53% | 105,745 | $924K | — |
| IIM Invesco Value Municipal Inco | 0.51% | 75,622 | $899K | — |
| EVN Eaton Vance Muni Inc. TR | 0.51% | 88,779 | $898K | — |
| VBF Invesco Bond Fund | 0.50% | 57,323 | $884K | — |
| GBDC Golub Capital BDC Inc. | 0.49% | 56,439 | $856K | — |
| EFAX State Street SPDR MSCI Eafe | 0.48% | 21,253 | $846K | — |
| NVG Nuveen Amt-FR Muni CRDT | 0.48% | 68,943 | $845K | — |
| GBAB Guggenheim Taxable Municipal | 0.48% | 55,157 | $838K | — |
| META Meta Platforms Inc. Class A | 0.46% | 1,391 | $814K | — |
| VKQ Invesco Municipal Trust | 0.45% | 80,820 | $793K | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.45% | 70,243 | $792K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.41% | 10,390 | $727K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 1,416 | $724K | — |
| BAB Invesco Taxable Municipal Bo | 0.41% | 27,681 | $724K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.40% | 3,323 | $707K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 3,353 | $662K | — |
| VGM Invesco Trust for Investmen | 0.38% | 65,417 | $661K | — |
| KAPR Innovator U.S. Small Cap Pow | 0.37% | 19,794 | $647K | — |
| SBI Western Asset Intermediate | 0.36% | 82,887 | $642K | — |
| QFLR Innovator Nasdaq-100 MF ETF | 0.36% | 21,920 | $641K | — |
| V Visa Inc. Class A | 0.36% | 2,004 | $633K | — |
| EPRF Innovat S&P Invest GRD Pref | 0.36% | 34,812 | $633K | — |
| UNH Unitedhealth Group Inc. | 0.36% | 1,236 | $625K | — |
| SDVD FT Vest Smid Rising Dividend | 0.34% | 28,163 | $606K | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.34% | 13,745 | $605K | — |
| GOOG Alphabet Inc. Class C | 0.34% | 3,166 | $603K | — |
| KOCT Innovator U.S. Small Cap Pow | 0.33% | 19,172 | $586K | — |
| ET Energy Transfer LP | 0.33% | 29,691 | $582K | — |
| RWJ Invesco S&P Smallcap 600 | 0.32% | 12,227 | $560K | — |
| SCHX Schwab US Large-Cap ETF | 0.32% | 23,927 | $555K | — |
| OBDE Blue Owl Capital Corp. III | 0.32% | 38,449 | $554K | — |
| NZF Nuveen Municipal Credit Inc. | 0.30% | 42,977 | $523K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 5,987 | $515K | — |
| XPMFX PIMCO Municipal Income Fund | 0.29% | 56,648 | $509K | — |
| VFC VF Corp. | 0.29% | 23,660 | $508K | — |
| JPST JPMorgan Ultra-Short Income | 0.29% | 10,003 | $504K | — |
| SPGP Invesco S&P 500 Garp ETF | 0.28% | 4,761 | $499K | — |
| PFEB Innovator U.S. Equity Power | 0.27% | 13,132 | $483K | — |
| AVGO Broadcom Inc. | 0.27% | 2,059 | $477K | — |
| NFLX Netflix Inc. | 0.27% | 534 | $476K | — |
| CION Cion Investment Corp. | 0.27% | 40,899 | $466K | — |
| OCSL Oaktree Specialty Lending Co. | 0.26% | 30,429 | $465K | — |
| VFL Abrdn National Municipal Inc. | 0.26% | 45,717 | $463K | — |
| GSBD Goldman Sachs BDC Inc. | 0.26% | 37,227 | $450K | — |
| MMD Nylim Mackay Definedterm Mun filed as NYLI MACKAY DEFINEDTERM MUNI | 0.25% | 29,925 | $447K | — |
| QCOM Qualcomm Inc. | 0.25% | 2,832 | $435K | — |
| XMMO Invesco S&P Midcap Momentum | 0.24% | 3,416 | $422K | — |
| UNP Union Pacific Corp. | 0.23% | 1,790 | $408K | — |
| IEMG iShares Core MSCI Emerging | 0.22% | 7,528 | $393K | — |
| HEEM iShares Crncy Hedgd MSCI Em | 0.22% | 14,326 | $387K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 5,356 | $376K | — |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.21% | 20,112 | $374K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 636 | $148.6M | JAAA, NPFE, JPLD, MTUM, VIG |
| Q1 2026 | 1,065 | $192.7M | JAAA, NPFE, JPLD, BALT, WEA |
| Q4 2025 | 503 | $155.6M | JAAA, BALT, TSLA, WEA, VIG |
| Q3 2025 | 293 | $152.0M | JAAA, BALT, TSLA, VIG, JEPI |
| Q2 2025 | 1,202 | $182.0M | JAAA, VEA, BALT, MSFT, JEPI |
| Q1 2025 | 1,209 | $168.8M | JAAA, VEA, AAPL, JEPI, VIG |
| Q4 2024 | 1,183 | $175.9M | JAAA, TSLA, AAPL, VEA, MSFT |