Filer Name: WHIPPLEWOOD ADVISORS, LLC
CIK: 2052510
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 1,184
Portfolio Value: $0.18B

Whipplewood Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
JAAA US JANUS HENDERSON AAA CLO ETF 233,402 $12M 6.73% - -
TSLA US TESLA INC 12,060 $5M 2.77% - -
AAPL US APPLE INC 17,945 $4M 2.55% - -
VEA US VANGUARD FTSE DEVELOPED ETF 81,095 $4M 2.20% - -
MSFT US MICROSOFT CORP 8,808 $4M 2.11% - -
VIG US VANGUARD DIVIDEND APPREC ETF 17,698 $3M 1.97% - -
VT US VANGUARD TOT WORLD STK ETF 26,358 $3M 1.76% - -
MTUM US ISHARES MSCI USA MOMENTUM FA 14,862 $3M 1.75% - -
RDVI US FT VEST RISING DIVIDEND ACHI 122,939 $3M 1.69% - -
NVDA US NVIDIA CORP 21,026 $3M 1.61% - -
DFP US FLAHERTY & CRUMRINE DYNAMIC 140,478 $3M 1.59% - -
WEA US WESTERN ASSET PREMIER BOND 255,660 $3M 1.57% - -
VIGI US VANGUARD INT DIV APP INDX FD 32,883 $3M 1.50% - -
HYT US BLACKROCK CORP HI YLD 237,009 $2M 1.32% - -
ARKK US ARK INNOVATION ETF 39,657 $2M 1.28% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 37,996 $2M 1.24% - -
MSD US MORGAN STANLEY EMRG MKT DEBT 283,909 $2M 1.24% - -
BALT US INN DEFINED WEALTH SHIELD 68,538 $2M 1.22% - -
JEPQ US JPM NASDAQ EQUITY PREMIUM 37,385 $2M 1.20% - -
MOAT US VANECK MORNINGSTAR WIDE MOAT 22,814 $2M 1.20% - -
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