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WHIPPLEWOOD ADVISORS, LLC 13F portfolio summary

WHIPPLEWOOD ADVISORS, LLC of WHIPPLEWOOD ADVISORS, LLC has 1049 current stock holdings with a reported portfolio value of $192.7M. The portfolio 1 year return is +25.54%. Top holdings include DSU (0.00%), AWK (0.00%), BFAM (0.00%), CW (0.00%), PFD (0.00%).

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WHIPPLEWOOD ADVISORS, LLC

WHIPPLEWOOD ADVISORS, LLC
Latest filing: 2026-03-31

WHIPPLEWOOD ADVISORS, LLC runs WHIPPLEWOOD ADVISORS, LLC and currently holds 1,049 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $192.70M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WHIPPLEWOOD ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WHIPPLEWOOD ADVISORS, LLC's portfolio at WHIPPLEWOOD ADVISORS, LLC has delivered returns of +25.54%. Their 3-year annualized return is +21.62%. Looking at the 5-year horizon, WHIPPLEWOOD ADVISORS, LLC has achieved +21.62% annualized returns at WHIPPLEWOOD ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.54%
#0/1000
3 Year
+21.62%
#0/1000
5 Year
+21.62%
#0/1000

Portfolio Value

$192.70M

Alpha Score

19.9

#0 of 1000

Holdings

1,049

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change