Whipplewood Advisors, LLC
Top Portfolio Positions
357 positions ·
$65,041,835 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,304 | $4,633,914 | 7.12% |
| WEA |
Western Asset Premier Bond Fund
Financial Services
|
366,867 | $4,046,543 | 6.22% |
| AAPL |
Apple Inc.
Technology
|
13,055 | $3,549,132 | 5.46% |
| ARCC |
Ares Capital Corp
Financial Services
|
112,490 | $2,275,672 | 3.50% |
| MSFT |
Microsoft Corp
Technology
|
4,355 | $2,106,165 | 3.24% |
| DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Financial Services
|
94,845 | $1,971,827 | 3.03% |
| EPD |
Enterprise Products Partners L.P.
Energy
|
59,945 | $1,921,836 | 2.95% |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
70,686 | $1,861,162 | 2.86% |
| NVDA |
Nvidia Corp
Technology
|
8,832 | $1,647,168 | 2.53% |
| MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
Financial Services
|
213,708 | $1,579,302 | 2.43% |
Portfolio Trend
Holdings in DSU
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,020,514 | 100,247 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,027,474 | 96,749 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,012,387 | 95,870 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $302 | 29 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,713,261 | 159,225 | Shares | Sole | 2025-02-05 | |
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