Whipplewood Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Whipplewood Advisors, LLC | Institutional Filer | ▲ 23.82% | $192.7M | 1065 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1065)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | — | 344K | $17.3M | 8.98% |
| 2 | NaN | ELEVATION SERIES TRUST | — | 449K | $10.9M | 5.64% |
| 3 | JPLD | J P MORGAN EXCHANGE TRADED F | — | 150K | $7.8M | 4.07% |
| 4 | BALT | INNOVATOR ETFS TRUST | — | 143K | $4.8M | 2.48% |
| 5 | WEA | WESTERN ASSET PREMIER BD FD | — | 370K | $3.9M | 2.03% |
| 6 | TSLA | Tesla, Inc. | Consumer Cyclical | 10K | $3.9M | 2.01% |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 148K | $3.8M | 1.97% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 17K | $3.7M | 1.92% |
| 9 | AAPL | Apple Inc. | Technology | 14K | $3.5M | 1.81% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 52K | $3.3M | 1.74% |
| 11 | MTUM | ISHARES TR | — | 14K | $3.2M | 1.69% |
| 12 | VIGI | VANGUARD WHITEHALL FDS | — | 35K | $3.1M | 1.60% |
| 13 | ARKK | ARK ETF TR | — | 42K | $2.8M | 1.46% |
| 14 | FNDF | SCHWAB STRATEGIC TR | — | 57K | $2.8M | 1.45% |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | — | 18K | $2.5M | 1.31% |
Showing 1 to 15 of 1000 holdings