Whipplewood Advisors, LLC
Top Portfolio Positions
933 positions ·
$77,054,885 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WEA |
Western Asset Premier Bond Fund
Financial Services
|
369,988 | $3,914,473 | 5.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,399 | $3,865,828 | 5.02% | |
| AAPL |
Apple Inc.
Technology
|
13,748 | $3,489,104 | 4.53% | |
| ARCC |
Ares Capital Corp
Financial Services
|
128,608 | $2,317,516 | 3.01% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
59,945 | $2,268,318 | 2.94% | |
| NVDA |
Nvidia Corp
Technology
|
12,823 | $2,236,331 | 2.90% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
82,867 | $1,963,119 | 2.55% | |
| DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Financial Services
|
94,779 | $1,902,214 | 2.47% | |
| MSFT |
Microsoft Corp
Technology
|
4,782 | $1,770,152 | 2.30% | |
| MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
Financial Services
|
214,786 | $1,507,797 | 1.96% |
Portfolio Trend
6 quarters · across all stocks
Holdings in IIM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $995,758 | 81,888 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,022,017 | 82,956 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,051,865 | 83,814 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $890,017 | 76,462 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,765 | 231 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $899,145 | 75,622 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||