Whipplewood Advisors, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Ron New - CCO
Location
Littleton, CO
Holdings as of
31 Mar 2025
Value $
$39,592,274
Num holdings
1,312
Filing time
09 Apr 2025, 18:31:22 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included WEA, DFP, FNDF, MSD, and DSU.
Previous filing
Q4 2024 - 05 Feb 2025
Next filing
Q2 2025 - 31 Jul 2025
SEC
View on sec.gov
Our algorithm has found invalid data in this filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Ron New CCO Littleton, Colorado 09 Apr 2025