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Home > Institutional Investor > Whipplewood Advisors, Llc > Profile

Instuitional Investor - Whipplewood Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Whipplewood Advisors, Llc
Portfolio Value $175,897,427
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Henderson Investors Us Llc
 233,402 $11,835,815 6.72%
2.
Tesla Inc.
 TSLA 12,060 $4,870,310 2.76%
3.
Apple Inc.
 AAPL 17,945 $4,493,786 2.55%
4.
Vanguard Etfa
 81,095 $3,877,963 2.2%
5.
Microsoft Corp
 MSFT 8,808 $3,712,575 2.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)