Whipplewood Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Littleton, CO
CIK
0002052510
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
1,209
169,384
JAAA, VEA, AAPL, JEPI
13F-HR
4/9/2025
000205251025000002
Q4 2024
1,184
175,897
JAAA, TSLA, AAPL, VEA
13F-HR
2/4/2025
000205251025000001