WHIPPLEWOOD ADVISORS, LLC 13F Portfolio
WHIPPLEWOOD ADVISORS, LLC runs WHIPPLEWOOD ADVISORS, LLC and currently holds 636 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $148.58M. Their top holdings are JAAA, JPLD, MTUM, VIG, WEA. The top five represent 23.1% of reported portfolio weight. WHIPPLEWOOD ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WHIPPLEWOOD ADVISORS, LLC initiated 2 new positions. They added to 24 existing positions. They trimmed 69 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$148.58M
Alpha Score
25.8
#0 of 1000
Holdings
636
WHIPPLEWOOD ADVISORS, LLC Current 13F Holdings
Reported holdings from WHIPPLEWOOD ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
636 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 JAAA JANUS DETROIT STR TR | 11.10% | $50.54 | $50.54 | +0.00% | Trimmed -4.98% |
 JPLD J P MORGAN EXCHANGE TRADED F | 4.07% | $52.19 | $51.31 | -1.69% | Trimmed -23.02% |
 MTUM ISHARES TR | 2.72% | $223.16 | $319.86 | +43.33% | Trimmed -12.80% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.65% | $203.05 | $239.00 | +17.70% | Trimmed -3.04% |
WE WEA WESTERN ASSET PREMIER BD FD | 2.56% | $10.88 | $9.79 | -10.02% | Trimmed -3.50% |
BA BALT INNOVATOR ETFS TRUST | 2.26% | $32.11 | $35.10 | +9.31% | Trimmed -31.19% |
 ARCC ARES CAPITAL CORP | 2.22% | $20.00 | $18.56 | -7.20% | Added +38.14% |
 VEA VANGUARD TAX-MANAGED FDS | 2.11% | $49.26 | $70.36 | +42.82% | Trimmed -15.68% |
 VIGI VANGUARD WHITEHALL FDS | 2.08% | $90.07 | $94.61 | +5.04% | Trimmed -4.75% |
 BXSL BLACKSTONE SECD LENDING FD | 1.94% | $26.10 | $23.87 | -8.56% | Added +46.54% |
Showing 1-10 of 636