Whipplewood Advisors, LLC

13F filer, CIK 2052510, LITTLETON, CO

Whipplewood Advisors, LLC reported $175,897,427 across 1,184 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-05. Its ten largest share positions make up 25.15% of the portfolio.

Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002052510-25-000001

Period: 2024-12-31
Reported value: $176M
Holdings: 1,184
Top 10 weight: 25.15%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002052510-25-000001, largest first. % of portfolio is the value over $175,897,427, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
JAAAJANUS DETROIT STR TR	233,402	$11.8M	6.73%	Timeline
TSLATESLA INC	12,060	$4.87M	2.77%	Timeline
AAPLAPPLE INC	17,945	$4.49M	2.55%	Timeline
VEAVANGUARD TAX-MANAGED FDS	81,095	$3.88M	2.2%	Timeline
MSFTMICROSOFT CORP	8,808	$3.71M	2.11%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	17,698	$3.47M	1.97%	Timeline
VTVANGUARD INTL EQUITY INDEX F	26,358	$3.1M	1.76%	Timeline
MTUMISHARES TR	14,862	$3.08M	1.75%	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	122,939	$2.98M	1.69%	Timeline
NVDANVIDIA CORPORATION	21,026	$2.82M	1.61%	Timeline
DFPFLAHERTY & CRUMRINE DYNAMIC	140,478	$2.8M	1.59%	Timeline
WEAWESTERN ASSET PREMIER BD FD	255,660	$2.75M	1.57%	Timeline
VIGIVANGUARD WHITEHALL FDS	32,883	$2.63M	1.5%	Timeline
HYTBLACKROCK CORPOR HI YLD FD I	237,009	$2.33M	1.32%	Timeline
ARKKARK ETF TR	39,657	$2.25M	1.28%	Timeline
MSDMORGAN STANLEY EMKT DBT FD I	283,909	$2.19M	1.24%	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	37,996	$2.19M	1.24%	Timeline
BALTINNOVATOR ETFS TRUST	68,538	$2.15M	1.22%	Timeline
MOATVANECK ETF TRUST	22,814	$2.12M	1.2%	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	37,385	$2.11M	1.2%	Timeline
FNDFSCHWAB STRATEGIC TR	61,732	$2.05M	1.17%	Timeline
IVVISHARES TR	3,287	$1.93M	1.1%	Timeline
EPDENTERPRISE PRODS PARTNERS L	61,190	$1.92M	1.09%	Timeline
AMZNAMAZON COM INC	8,605	$1.89M	1.07%	Timeline
DSUBLACKROCK DEBT STRATEGIES FD	159,225	$1.71M	0.97%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	36,287	$1.6M	0.91%	Timeline
PRFINVESCO EXCHANGE TRADED FD T	36,553	$1.47M	0.84%	Timeline
FNDXSCHWAB STRATEGIC TR	62,181	$1.47M	0.84%	Timeline
MCDMCDONALDS CORP	4,797	$1.39M	0.79%	Timeline
APPAPPLOVIN CORP	4,290	$1.39M	0.79%	Timeline
VUGVANGUARD INDEX FDS	3,185	$1.31M	0.74%	Timeline
NIMNUVEEN SELECT MAT MUN FD	147,889	$1.29M	0.73%	Timeline
EEMVISHARES INC	20,451	$1.19M	0.67%	Timeline
FNDESCHWAB STRATEGIC TR	40,182	$1.17M	0.66%	Timeline
SCHMSCHWAB STRATEGIC TR	41,924	$1.16M	0.66%	Timeline
PRFZINVESCO EXCHANGE TRADED FD T	27,789	$1.16M	0.66%	Timeline
BJUNINNOVATOR ETFS TRUST	27,544	$1.14M	0.65%	Timeline
EOCTINNOVATOR ETFS TRUST	42,539	$1.1M	0.63%	Timeline
SFLRINNOVATOR ETFS TRUST	33,639	$1.1M	0.62%	Timeline
PMAYINNOVATOR ETFS TRUST	30,287	$1.09M	0.62%	Timeline
VTVVANGUARD INDEX FDS	6,267	$1.06M	0.6%	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	33,751	$1.03M	0.58%	Timeline
GOOGLALPHABET INC	5,371	$1.02M	0.58%	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	38,651	$986K	0.56%	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	26,526	$951K	0.54%	Timeline
MOTIVANECK ETF TRUST	31,290	$948K	0.54%	Timeline
GPIXGOLDMAN SACHS ETF TR	18,848	$932K	0.53%	Timeline
MFICMIDCAP FINANCIAL INVSTMNT CO	68,753	$927K	0.53%	Timeline
VKIINVESCO ADVANTAGE MUN INCOME	105,745	$924K	0.53%	Timeline
IIMINVESCO VALUE MUN INCOME TR	75,622	$899K	0.51%	Timeline
EVNEATON VANCE MUN INCOME TR	88,779	$898K	0.51%	Timeline
VBFINVESCO BD FD	57,323	$884K	0.5%	Timeline
GBDCGOLUB CAP BDC INC	56,439	$856K	0.49%	Timeline
EFAXSPDR INDEX SHS FDS	21,253	$846K	0.48%	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	68,943	$845K	0.48%	Timeline
GBABGUGGENHEIM TAXABLE MUNICP BO	55,157	$838K	0.48%	Timeline
METAMETA PLATFORMS INC	1,391	$814K	0.46%	Timeline
VKQINVESCO MUNICIPAL TRUST	80,820	$793K	0.45%	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	70,243	$792K	0.45%	Timeline
SPLVINVESCO EXCH TRADED FD TR II	10,390	$727K	0.41%	Timeline
QQQINVESCO QQQ TR	1,416	$724K	0.41%	Timeline
BABINVESCO EXCH TRADED FD TR II	27,681	$724K	0.41%	Timeline
MGCVANGUARD WORLD FD	3,323	$707K	0.4%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,353	$662K	0.38%	Timeline
VGMINVESCO TR INVT GRADE MUNS	65,417	$661K	0.38%	Timeline
KAPRINNOVATOR ETFS TRUST	19,794	$647K	0.37%	Timeline
SBIWESTERN ASSET INTER MUNI	82,887	$642K	0.36%	Timeline
QFLRINNOVATOR ETFS TRUST	21,920	$641K	0.36%	Timeline
VVISA INC	2,004	$633K	0.36%	Timeline
EPRFINNOVATOR ETFS TRUST	34,812	$633K	0.36%	Timeline
UNHUNITEDHEALTH GROUP INC	1,236	$625K	0.36%	Timeline
SDVDFIRST TR EXCHANGE-TRADED FD	28,163	$606K	0.34%	Timeline
CALFPACER FDS TR	13,745	$605K	0.34%	Timeline
GOOGALPHABET INC	3,166	$603K	0.34%	Timeline
KOCTINNOVATOR ETFS TRUST	19,172	$586K	0.33%	Timeline
ETENERGY TRANSFER L P	29,691	$582K	0.33%	Timeline
RWJINVESCO EXCH TRADED FD TR II	12,227	$560K	0.32%	Timeline
SCHXSCHWAB STRATEGIC TR	23,927	$555K	0.32%	Timeline
Blue Owl Capital Corp IIIBlue Owl Capital Corp III	38,449	$554K	0.32%
NZFNUVEEN MUN CR INCOME FD	42,977	$523K	0.3%	Timeline
NVONOVO-NORDISK A S	5,987	$515K	0.29%	Timeline
PIMCO MUN INCOME FDPIMCO MUN INCOME FD	56,648	$509K	0.29%
VFCV F CORP	23,660	$508K	0.29%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	10,003	$504K	0.29%	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	4,761	$499K	0.28%	Timeline
PFEBINNOVATOR ETFS TRUST	13,132	$483K	0.27%	Timeline
AVGOBROADCOM INC	2,059	$477K	0.27%	Timeline
NFLXNETFLIX INC.	534	$476K	0.27%	Timeline
CIONCION INVT CORP	40,899	$466K	0.27%	Timeline
OCSLOAKTREE SPECIALTY LENDING	30,429	$465K	0.26%	Timeline
VFLABRDN NATL MUN INCOME FD	45,717	$463K	0.26%	Timeline
GSBDGOLDMAN SACHS BDC INC	37,227	$450K	0.26%	Timeline
MMDNYLIM MACKAY DEFINEDTERM MUN	29,925	$447K	0.25%	Timeline
QCOMQUALCOMM INC	2,832	$435K	0.25%	Timeline
XMMOINVESCO EXCHANGE TRADED FD T	3,416	$422K	0.24%	Timeline
UNPUNION PAC CORP	1,790	$408K	0.23%	Timeline
IEMGISHARES INC	7,528	$393K	0.22%	Timeline
HEEMISHARES INC	14,326	$387K	0.22%	Timeline
IEFAISHARES TR	5,356	$376K	0.21%	Timeline
PREFPRINCIPAL EXCHANGE TRADED FD	20,112	$374K	0.21%	Timeline
WSMWILLIAMS SONOMA INC	2,007	$372K	0.21%	Timeline
DISDISNEY WALT CO	3,308	$368K	0.21%	Timeline
RACEFERRARI N V	863	$367K	0.21%	Timeline
WELLWELLTOWER INC	2,909	$367K	0.21%	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	3,076	$366K	0.21%	Timeline
JPREJ P MORGAN EXCHANGE TRADED F	7,695	$364K	0.21%	Timeline
BCDABRDN ETFS	11,572	$363K	0.21%	Timeline
PIEINVESCO EXCH TRADED FD TR II	18,831	$362K	0.21%	Timeline
USBUS BANCORP	7,559	$362K	0.21%	Timeline
MCIBARINGS CORPORATE INVS	17,530	$357K	0.2%	Timeline
GEGE AEROSPACE	2,108	$352K	0.2%	Timeline
ADBEADOBE INC	766	$341K	0.19%	Timeline
XMQTXBLACKROCK MUNIYIELD QLTY II	33,698	$332K	0.19%	Timeline
TFCTRUIST FINL CORP	7,451	$323K	0.18%	Timeline
JPMJPMORGAN CHASE & CO	1,345	$322K	0.18%	Timeline
ARKGARK ETF TR	12,933	$305K	0.17%	Timeline
EDVVANGUARD WORLD FD	4,476	$303K	0.17%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	581	$302K	0.17%	Timeline
CVXCHEVRON CORPORATION	2,049	$297K	0.17%	Timeline
KYNKAYNE ANDERSON ENERGY INFRST	22,966	$292K	0.17%	Timeline
MOALTRIA GROUP INC	5,568	$291K	0.17%	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	4,907	$290K	0.16%	Timeline
ALAITHE ALGER ETF TRUST	10,852	$285K	0.16%	Timeline
AMDADVANCED MICRO DEVICES INC	2,323	$281K	0.16%	Timeline
SEIVSEI EXCHANGE TRADED FUNDS	8,230	$273K	0.15%	Timeline
OREALTY INCOME CORP	5,096	$272K	0.15%	Timeline
LLYELI LILLY & CO	352	$272K	0.15%	Timeline
PMPHILIP MORRIS INTL INC	2,244	$270K	0.15%	Timeline
SEIMSEI EXCHANGE TRADED FUNDS	6,994	$270K	0.15%	Timeline
VTWOVANGUARD SCOTTSDALE FDS	3,018	$270K	0.15%	Timeline
ISRGINTUITIVE SURGICAL INC	516	$269K	0.15%	Timeline
NOWSERVICENOW INC	254	$269K	0.15%	Timeline
SMMUPIMCO ETF TR	5,394	$269K	0.15%	Timeline
DDOGDATADOG INC	1,881	$269K	0.15%	Timeline
GEVGE VERNOVA INC	792	$261K	0.15%	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	7,361	$260K	0.15%	Timeline
XOMEXXON MOBIL CORP	2,397	$258K	0.15%	Timeline
AZNASTRAZENECA PLC-SPONS ADR	3,907	$256K	0.15%	Timeline
MCKMCKESSON CORP	437	$249K	0.14%	Timeline
AJGGALLAGHER ARTHUR J & CO	860	$244K	0.14%	Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUN	10,487	$241K	0.14%	Timeline
SCHASCHWAB STRATEGIC TR	9,275	$240K	0.14%	Timeline
VBKVANGUARD INDEX FDS	848	$237K	0.14%	Timeline
WMTWALMART INC	2,570	$232K	0.13%	Timeline
SPFFGLOBAL X FDS	24,315	$225K	0.13%	Timeline
JNJJOHNSON & JOHNSON	1,554	$225K	0.13%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	244	$224K	0.13%	Timeline
FICOFAIR ISAAC CORP	112	$223K	0.13%	Timeline
MELIMERCADOLIBRE INC	130	$221K	0.13%	Timeline
SESEA LTD	2,079	$221K	0.13%	Timeline
PDIPIMCO DYNAMIC INCOME FD	11,856	$217K	0.12%	Timeline
OKEONEOK INC NEW	2,149	$216K	0.12%	Timeline
LINLINDE PLC	509	$213K	0.12%	Timeline
SYYSYSCO CORP	2,681	$205K	0.12%	Timeline
LOWLOWES COS INC	806	$199K	0.11%	Timeline
MAMASTERCARD INCORPORATED	376	$198K	0.11%	Timeline
DHRDANAHER CORP DEL	861	$198K	0.11%	Timeline
BXSLBLACKSTONE SECD LENDING FD	6,010	$194K	0.11%	Timeline
IBNICICI BK LTD	6,467	$193K	0.11%	Timeline
CPCANADIAN PACIFIC KANSAS CITY	2,657	$192K	0.11%	Timeline
ABBVABBVIE INC	1,082	$192K	0.11%	Timeline
SEIQSEI EXCHANGE TRADED FUNDS	5,464	$191K	0.11%	Timeline
ARCCARES CAPITAL CORP	8,715	$191K	0.11%	Timeline
JIREJ P MORGAN EXCHANGE TRADED F	3,237	$189K	0.11%	Timeline
SAPSAP SE	766	$189K	0.11%	Timeline
VOOVANGUARD INDEX FDS	350	$189K	0.11%	Timeline
MTNVAIL RESORTS INC	1,000	$187K	0.11%	Timeline
ORCLORACLE CORP	1,114	$186K	0.11%	Timeline
BXMTBLACKSTONE MORTGAGE TRUST IN	10,595	$184K	0.1%	Timeline
VBRVANGUARD INDEX FDS	914	$181K	0.1%	Timeline
RTXRTX CORPORATION	1,555	$180K	0.1%	Timeline
DUKDUKE ENERGY CORP NEW	1,636	$176K	0.1%	Timeline
CEWWISDOMTREE TR	10,359	$175K	0.1%	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	2,823	$175K	0.1%	Timeline
WMBWILLIAMS COS INC	3,142	$170K	0.1%	Timeline
SYKSTRYKER CORPORATION	469	$169K	0.1%	Timeline
CSCOCISCO SYS INC	2,851	$169K	0.1%	Timeline
CEVEATON VANCE CALIF MUN INCOM	16,804	$169K	0.1%	Timeline
LPLALPL FINL HLDGS INC	512	$167K	0.1%	Timeline
BHPBHP BILLITON LIMITED	3,364	$164K	0.09%	Timeline
WCNWASTE CONNECTIONS INC	955	$164K	0.09%	Timeline
ISCGISHARES TR	3,300	$163K	0.09%	Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	8,350	$163K	0.09%	Timeline
VONGVANGUARD SCOTTSDALE FDS	1,558	$161K	0.09%	Timeline
CRSPCRISPR THERAPEUTICS AG	4,037	$159K	0.09%	Timeline
XELXCEL ENERGY INC	2,346	$158K	0.09%	Timeline
MRKMERCK & CO INC	1,580	$157K	0.09%	Timeline
CDNSCADENCE DESIGN SYSTEM INC	522	$157K	0.09%	Timeline
GDDYGODADDY INC	763	$151K	0.09%	Timeline
NTRANATERA INC	941	$149K	0.08%	Timeline
GFLGFL ENVIRONMENTAL INC	3,340	$149K	0.08%	Timeline
PGPROCTER & GAMBLE CO	876	$147K	0.08%	Timeline
NVSNOVARTIS AG	1,497	$146K	0.08%	Timeline
MSMORGAN STANLEY	1,154	$145K	0.08%	Timeline
GWWWW GRAINGER INC	135	$142K	0.08%	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	1,090	$140K	0.08%	Timeline
SHELSHELL PLC	2,203	$138K	0.08%	Timeline
ILMNILLUMINA INC	1,027	$137K	0.08%	Timeline
CORCENCORA INC	608	$137K	0.08%	Timeline
ETNEATON CORP PLC	408	$135K	0.08%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	334	$135K	0.08%	Timeline
SPOTSPOTIFY TECHNOLOGY S A	298	$133K	0.08%	Timeline
RGAREINSURANCE GROUP AMER INC	616	$132K	0.07%	Timeline
DKNGDRAFTKINGS INC NEW	3,525	$131K	0.07%	Timeline
ARKWARK ETF TR	1,186	$128K	0.07%	Timeline
ROSTROSS STORES INC	846	$128K	0.07%	Timeline
VEEVVEEVA SYS INC	606	$127K	0.07%	Timeline
ENTGENTEGRIS INC	1,275	$126K	0.07%	Timeline
NEENEXTERA ENERGY INC	1,748	$125K	0.07%	Timeline
RDDTREDDIT INC	762	$125K	0.07%	Timeline
VZVERIZON COMMUNICATIONS INC	3,031	$121K	0.07%	Timeline
CTVACORTEVA INC	2,115	$120K	0.07%	Timeline
BCSBARCLAYS PLC	9,003	$120K	0.07%	Timeline
MDTMEDTRONIC PLC	1,496	$120K	0.07%	Timeline
BDXBECTON DICKINSON & CO	524	$119K	0.07%	Timeline
ASMLASML HLDG NV	171	$119K	0.07%	Timeline
MUCBLACKROCK MUNIHLDNGS CALI	10,960	$117K	0.07%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	257	$116K	0.07%	Timeline
ZIONZIONS BANCORPORATION NATL AS	2,121	$115K	0.07%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	190	$111K	0.06%	Timeline
ARKQARK ETF TR	1,407	$109K	0.06%	Timeline
PFEPFIZER INC	4,067	$108K	0.06%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	615	$108K	0.06%	Timeline
MRSHMARSH & MCLENNAN COS INC	505	$107K	0.06%	Timeline
VRTVERTIV HOLDINGS CO	943	$107K	0.06%	Timeline
BPBP PLC	3,545	$105K	0.06%	Timeline
AMGNAMGEN INC	396	$103K	0.06%	Timeline
JCIJOHNSON CONTROLS INTERNATION	1,305	$103K	0.06%	Timeline
EMREMERSON ELEC CO	823	$102K	0.06%	Timeline
ROBTFIRST TR EXCHANGE TRADED FD	2,260	$102K	0.06%	Timeline
LMTLOCKHEED MARTIN CORP	204	$99.1K	0.06%	Timeline
BTIBRITISH AMERN TOB PLC	2,703	$98.2K	0.06%	Timeline
SPGIS&P GLOBAL INC	197	$98.1K	0.06%	Timeline
KOCOCA COLA CO	1,553	$96.7K	0.05%	Timeline
CROXCROCS INC	880	$96.4K	0.05%	Timeline
FDXFEDEX CORP	336	$94.5K	0.05%	Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUN	4,516	$93.9K	0.05%	Timeline
BSXBOSTON SCIENTIFIC CORP	1,050	$93.8K	0.05%	Timeline
TMTOYOTA MOTOR CORP	477	$92.8K	0.05%	Timeline
ASXASE TECHNOLOGY HLDG CO LTD	9,214	$92.8K	0.05%	Timeline
HDHOME DEPOT INC	238	$92.6K	0.05%	Timeline
MDLZMONDELEZ INTL INC	1,539	$91.9K	0.05%	Timeline
TGTTARGET CORP	663	$89.6K	0.05%	Timeline
TTDTHE TRADE DESK INC	736	$86.5K	0.05%	Timeline
EJULINNOVATOR ETFS TRUST	3,484	$85.9K	0.05%	Timeline
FRPTFRESHPET INC	578	$85.6K	0.05%	Timeline
IJANINNOVATOR ETFS TRUST	2,773	$83.8K	0.05%	Timeline
QQEWFIRST TR EXCHANGE-TRADED FD	665	$83.1K	0.05%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	1,443	$81.6K	0.05%	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	1,015	$79.4K	0.05%	Timeline
NEMNEWMONT CORP	2,118	$78.8K	0.04%	Timeline
ACNACCENTURE PLC IRELAND	223	$78.4K	0.04%	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	1,427	$77.8K	0.04%
VTIVANGUARD INDEX FDS	264	$76.5K	0.04%	Timeline
SNYSANOFI SA	1,579	$76.2K	0.04%	Timeline
PANWPALO ALTO NETWORKS INC	416	$75.7K	0.04%	Timeline
MARMARRIOTT INTL INC NEW	271	$75.6K	0.04%	Timeline
MSCIMSCI INC	125	$75K	0.04%	Timeline
FLNGFLEX LNG LTD	3,250	$74.6K	0.04%	Timeline
RELXRELX PLC	1,623	$73.7K	0.04%	Timeline
TDGTRANSDIGM GROUP INC	58	$73.5K	0.04%	Timeline
MCOMOODYS CORP	155	$73.4K	0.04%	Timeline
RIORIO TINTO PLC	1,236	$72.7K	0.04%	Timeline
TAT&T INC	3,109	$70.8K	0.04%	Timeline
KOFCOCA-COLA FEMSA SAB DE CV	901	$70.2K	0.04%	Timeline
PEPPEPSICO INC	459	$69.8K	0.04%	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	1,194	$68.5K	0.04%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	309	$67.9K	0.04%	Timeline
DALDELTA AIR LINES INC	1,114	$67.4K	0.04%	Timeline
LUMNLUMEN TECHNOLOGIES INC	12,682	$67.3K	0.04%	Timeline
AZOAUTOZONE INC	21	$67.2K	0.04%	Timeline
ABTABBOTT LABORATORIES	584	$66.1K	0.04%	Timeline
CLCOLGATE PALMOLIVE CO	723	$65.7K	0.04%	Timeline
ALABASTERA LABS INC	495	$65.6K	0.04%	Timeline
ADIANALOG DEVICES INC	306	$65K	0.04%	Timeline
BKNGBOOKING HOLDINGS INC	13	$64.6K	0.04%	Timeline
GLBEGLOBAL E ONLINE LTD	1,184	$64.6K	0.04%	Timeline
INTCINTEL CORP	3,211	$64.4K	0.04%	Timeline
HEI-AHEICO CORP NEW	345	$64.2K	0.04%	Timeline
COPCONOCOPHILLIPS	642	$63.7K	0.04%	Timeline
DEMWISDOMTREE TR	1,562	$63.2K	0.04%	Timeline
NUNU HLDGS LTD	5,995	$62.1K	0.04%	Timeline
CRMSALESFORCE INC	185	$61.9K	0.04%	Timeline
INTUINTUIT	98	$61.6K	0.04%	Timeline
STTSTATE STR CORP	623	$61.1K	0.03%	Timeline
SCHGSCHWAB STRATEGIC TR	2,172	$60.5K	0.03%	Timeline
SCISERVICE CORP INTL	756	$60.3K	0.03%	Timeline
SWSMURFIT WESTROCK PLC	1,082	$58.3K	0.03%	Timeline
AXPAMERICAN EXPRESS CO	196	$58.2K	0.03%	Timeline
CTASCINTAS CORP	316	$57.7K	0.03%	Timeline
BACBANK OF AMER CORP	1,308	$57.5K	0.03%	Timeline
IWNISHARES TR	350	$57.5K	0.03%	Timeline
BJANINNOVATOR ETFS TRUST	1,180	$56.6K	0.03%	Timeline
APHAMPHENOL CORP	814	$56.5K	0.03%	Timeline
WFCWELLS FARGO & CO	804	$56.5K	0.03%	Timeline
MSIMOTOROLA SOLUTIONS INC	122	$56.4K	0.03%	Timeline
APAAPA CORPORATION	2,437	$56.3K	0.03%	Timeline
ORLYOREILLY AUTOMOTIVE INC	47	$55.7K	0.03%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	188	$55K	0.03%	Timeline
INGING GROEP N.V.	3,498	$54.8K	0.03%	Timeline
PHGKONINKLIJKE PHILIPS N V	2,160	$54.7K	0.03%	Timeline
UBERUBER TECHNOLOGIES INC	900	$54.3K	0.03%	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	700	$54.2K	0.03%	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	44	$53.8K	0.03%	Timeline
UNILEVER PLCUNILEVER PLC	948	$53.8K	0.03%
CRWDCROWDSTRIKE HLDGS INC	156	$53.4K	0.03%	Timeline
TJXTJX COS INC NEW	441	$53.3K	0.03%	Timeline
AMATAPPLIED MATLS INC	326	$53K	0.03%	Timeline
TLNTALEN ENERGY CORP	263	$53K	0.03%	Timeline
MRVLMARVELL TECHNOLOGY INC	476	$52.6K	0.03%	Timeline
XYLXYLEM INC	450	$52.2K	0.03%	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	676	$51.9K	0.03%	Timeline
VOXVANGUARD WORLD FD	330	$51.1K	0.03%	Timeline
DEODIAGEO PLC	401	$51K	0.03%	Timeline
CAVACAVA GROUP INC	449	$50.6K	0.03%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	172	$49.9K	0.03%	Timeline
FASTFASTENAL CO	677	$48.7K	0.03%	Timeline
SNOWSNOWFLAKE INC	312	$48.2K	0.03%	Timeline
CMCSACOMCAST CORP NEW	1,260	$47.3K	0.03%	Timeline
SCHPSCHWAB STRATEGIC TR	1,817	$46.9K	0.03%	Timeline
SHWSHERWIN WILLIAMS CO	137	$46.6K	0.03%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	623	$46.1K	0.03%	Timeline
PSXPHILLIPS 66	401	$45.7K	0.03%	Timeline
YSEPFIRST TR EXCHNG TRADED FD VI	2,100	$45.6K	0.03%	Timeline
GSKGSK PLC	1,346	$45.5K	0.03%	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	1,422	$44.7K	0.03%	Timeline
KEYKEYCORP	2,600	$44.6K	0.03%	Timeline
ABNBAIRBNB INC	337	$44.3K	0.03%	Timeline
VRSKVERISK ANALYTICS INC	160	$44.1K	0.03%	Timeline
EJANINNOVATOR ETFS TRUST	1,431	$42.1K	0.02%	Timeline
SONYSONY GROUP CORP	1,969	$41.7K	0.02%	Timeline
BJULINNOVATOR ETFS TRUST	935	$41.7K	0.02%	Timeline
BNDXVANGUARD CHARLOTTE FDS	841	$41.3K	0.02%	Timeline
PAYXPAYCHEX INC	293	$41.1K	0.02%	Timeline
ORIOLD REP INTL CORP	1,131	$40.9K	0.02%	Timeline
VICIVICI PPTYS INC	1,384	$40.4K	0.02%	Timeline
NTLAINTELLIA THERAPEUTICS INC	3,450	$40.2K	0.02%	Timeline
PBRPETROLEO BRASILEIRO S A	3,127	$40.2K	0.02%	Timeline
RDIVINVESCO EXCH TRADED FD TR II	831	$40.1K	0.02%	Timeline
ITWILLINOIS TOOL WKS INC	158	$40.1K	0.02%	Timeline
UUNITY SOFTWARE INC	1,781	$40K	0.02%	Timeline
AIGAMERICAN INTL GROUP INC	548	$39.9K	0.02%	Timeline
CBCHUBB LIMITED	143	$39.5K	0.02%	Timeline
AEMAGNICO EAGLE MINES LTD	500	$39.1K	0.02%	Timeline
VSTVISTRA CORP	283	$39K	0.02%	Timeline
NOCTINNOVATOR ETFS TRUST	750	$38.5K	0.02%	Timeline
SPHYSPDR SERIES TRUST	1,607	$37.7K	0.02%	Timeline
CRHCRH PLC	407	$37.7K	0.02%	Timeline
GGGGRACO INC	441	$37.2K	0.02%	Timeline
KDPKEURIG DR PEPPER INC	1,155	$37.1K	0.02%	Timeline
RBARB GLOBAL INC	411	$37.1K	0.02%	Timeline
ARGXARGENX SE	60	$36.9K	0.02%	Timeline
XLESELECT SECTOR SPDR TR	430	$36.8K	0.02%	Timeline
PJULINNOVATOR ETFS TRUST	893	$36.8K	0.02%	Timeline
GPNGLOBAL PMTS INC	328	$36.8K	0.02%	Timeline
CMECME GROUP INC	158	$36.7K	0.02%	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	150	$36.5K	0.02%	Timeline
RYLDGLOBAL X FDS	2,211	$36.1K	0.02%	Timeline
CATCATERPILLAR INC	99	$35.9K	0.02%	Timeline
AVBAVALONBAY CMNTYS INC	163	$35.9K	0.02%	Timeline
STZCONSTELLATION BRANDS INC	162	$35.8K	0.02%	Timeline
BUDANHEUSER BUSCH INBEV SA NV	712	$35.6K	0.02%	Timeline
FNDFLOOR & DECOR HLDGS INC	354	$35.3K	0.02%	Timeline
WRBBERKLEY W R CORP	600	$35.1K	0.02%	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	198	$34.9K	0.02%	Timeline
GILDGILEAD SCIENCES INC	376	$34.7K	0.02%	Timeline
UPSUNITED PARCEL SVCS INC	273	$34.4K	0.02%	Timeline
ITTITT INC	239	$34.1K	0.02%	Timeline
OCOWENS CORNING NEW	199	$33.9K	0.02%	Timeline
GSGOLDMAN SACHS GROUP INC	59	$33.8K	0.02%	Timeline
PLDPROLOGIS INC.	319	$33.7K	0.02%	Timeline
MANHMANHATTAN ASSOCIATES INC	124	$33.5K	0.02%	Timeline
PDECINNOVATOR ETFS TRUST	870	$33.4K	0.02%	Timeline
PNCPNC FINL SVCS GROUP INC	173	$33.4K	0.02%	Timeline
CCJCAMECO CORP	649	$33.4K	0.02%	Timeline
CGGRCAPITAL GROUP GROWTH ETF	896	$33.3K	0.02%	Timeline
SNPSSYNOPSYS INC	68	$33K	0.02%	Timeline
EAELECTRONIC ARTS INC	222	$32.5K	0.02%	Timeline
MLMMARTIN MARIETTA MATLS INC	62	$32K	0.02%	Timeline
ARKFARK ETF TR	859	$31.8K	0.02%	Timeline
UALUNITED AIRLS HLDGS INC	327	$31.8K	0.02%	Timeline
NOCNORTHROP GRUMMAN CORP	67	$31.4K	0.02%	Timeline
ALCALCON AG	369	$31.3K	0.02%	Timeline
HCAHCA HEALTHCARE INC	103	$30.9K	0.02%	Timeline
FTVFORTIVE CORP	409	$30.7K	0.02%	Timeline
FWONKLIBERTY MEDIA CORP DEL	327	$30.3K	0.02%	Timeline
PUKPRUDENTIAL PLC	1,896	$30.2K	0.02%	Timeline
HSBCHSBC HLDGS PLC	606	$30K	0.02%	Timeline
EFGISHARES TR	305	$29.5K	0.02%	Timeline
HDBHDFC BANK LTD	459	$29.3K	0.02%	Timeline
TDOCTELADOC HEALTH INC	3,200	$29.1K	0.02%	Timeline
MUFGMITSUBISHI UFJ FINANCIAL GRO	2,474	$29K	0.02%	Timeline
PSCTINVESCO EXCH TRADED FD TR II	600	$28.6K	0.02%	Timeline
PINSPINTEREST INC	979	$28.4K	0.02%	Timeline
PCVXVAXCYTE INC	345	$28.2K	0.02%	Timeline
AMPAMERIPRISE FINL INC	53	$28.2K	0.02%	Timeline
AWKAMERICAN WTR WKS CO INC NEW	226	$28.1K	0.02%	Timeline
OXYOCCIDENTAL PETE CORP	553	$27.3K	0.02%	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	1,104	$27.2K	0.02%	Timeline
NWGNATWEST GROUP PLC	2,630	$26.7K	0.02%	Timeline
HEIHEICO CORP NEW	112	$26.6K	0.02%	Timeline
KRKROGER CO	427	$26.1K	0.01%	Timeline
VRSNVERISIGN INC	125	$25.9K	0.01%	Timeline
GDGENERAL DYNAMICS CORP	98	$25.8K	0.01%	Timeline
AFLAFLAC INC	249	$25.8K	0.01%	Timeline
BCIABRDN ETFS	1,267	$25K	0.01%	Timeline
NGGNATIONAL GRID PLC	420	$25K	0.01%	Timeline
PHPARKER-HANNIFIN CORP	39	$24.8K	0.01%	Timeline
SCHESCHWAB STRATEGIC TR	927	$24.7K	0.01%	Timeline
JSMLJANUS DETROIT STR TR	375	$24.6K	0.01%	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	75	$24.6K	0.01%	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	835	$24.4K	0.01%	Timeline
NRGNRG ENERGY INC	270	$24.4K	0.01%	Timeline
DPZDOMINOS PIZZA INC	58	$24.3K	0.01%	Timeline
TRVTRAVELERS COMPANIES INC	101	$24.3K	0.01%	Timeline
EGEVEREST GROUP LTD	67	$24.3K	0.01%	Timeline
MUMICRON TECHNOLOGY INC	283	$23.8K	0.01%	Timeline
NJANINNOVATOR ETFS TRUST	495	$23.8K	0.01%	Timeline
TAKTAKEDA PHARMACEUTICAL CO LTD	1,797	$23.8K	0.01%	Timeline
AXONAXON ENTERPRISE INC	40	$23.8K	0.01%	Timeline
CVSCVS HEALTH CORP	529	$23.7K	0.01%	Timeline
STWDSTARWOOD PPTY TR INC	1,251	$23.7K	0.01%	Timeline
MTBASIMPLIFY EXCHANGE TRADED FUN	476	$23.7K	0.01%	Timeline
TXNTEXAS INSTRS INC	126	$23.6K	0.01%	Timeline
DDDUPONT DE NEMOURS INC	309	$23.6K	0.01%	Timeline
FDSFACTSET RESH SYS INC	49	$23.5K	0.01%	Timeline
HONHONEYWELL INTL INC	104	$23.5K	0.01%	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	123	$23K	0.01%	Timeline
XYZBLOCK INC	267	$22.7K	0.01%	Timeline
TMUST-MOBILE US INC	102	$22.5K	0.01%	Timeline
CCITIGROUP INC	318	$22.4K	0.01%	Timeline
UNMUNUM GROUP	305	$22.3K	0.01%	Timeline
DOCHEALTHPEAK PROPERTIES INC	1,093	$22.2K	0.01%	Timeline
UBSUBS GROUP AG	716	$21.7K	0.01%	Timeline
YUMYUM BRANDS INC	160	$21.5K	0.01%	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	143	$21.3K	0.01%	Timeline
NBISNEBIUS GROUP N.V.	763	$21.1K	0.01%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	249	$21K	0.01%	Timeline
EOGEOG RES INC	170	$20.8K	0.01%	Timeline
ETRENTERGY CORP NEW	274	$20.8K	0.01%	Timeline
SUSUNCOR ENERGY INC NEW	582	$20.8K	0.01%	Timeline
VTIPVANGUARD MALVERN FDS	424	$20.5K	0.01%	Timeline
OTISOTIS WORLDWIDE CORP	218	$20.2K	0.01%	Timeline
ICLRICON PUB LTD CO	96	$20.1K	0.01%	Timeline
KRCKILROY REALTY CORP	497	$20.1K	0.01%	Timeline
PYPLPAYPAL HLDGS INC	233	$19.9K	0.01%	Timeline
WABWABTEC	104	$19.7K	0.01%	Timeline
SANBANCO SANTANDER SA	4,252	$19.4K	0.01%	Timeline
BCEBCE INC	833	$19.3K	0.01%	Timeline
FISVFISERV INC	93	$19.1K	0.01%	Timeline
SMFGSUMITOMO MITSUI FIN GRP INC	1,311	$19K	0.01%	Timeline
VTRVENTAS INC	321	$18.9K	0.01%	Timeline
RCLROYAL CARIBBEAN GROUP	81	$18.7K	0.01%	Timeline
MTARCELORMITTAL SA LUXEMBOURG	794	$18.4K	0.01%	Timeline
CAHCARDINAL HEALTH INC	155	$18.3K	0.01%	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	520	$18.2K	0.01%	Timeline
VWOBVANGUARD WHITEHALL FDS	286	$18.1K	0.01%	Timeline
ZTSZOETIS INC	110	$17.9K	0.01%	Timeline
CASYCASEYS GEN STORES INC	45	$17.8K	0.01%	Timeline
CARRCARRIER GLOBAL CORPORATION	261	$17.8K	0.01%	Timeline
EMLCVANECK ETF TRUST	766	$17.7K	0.01%	Timeline
BBVABANCO BILBAO VIZCAYA ARGENTA	1,816	$17.7K	0.01%	Timeline
EQHEQUITABLE HLDGS INC	372	$17.5K	0.01%	Timeline
HIGHARTFORD INSURANCE GROUP INC	160	$17.5K	0.01%	Timeline
CHECHEMED CORP NEW	33	$17.5K	0.01%	Timeline
FFIVF5 INC	69	$17.4K	0.01%	Timeline
PHMPULTE GROUP INC	158	$17.2K	0.01%	Timeline
IGSBISHARES TR	330	$17.1K	0.01%	Timeline
NKENIKE INC	225	$17K	0.01%	Timeline
EQIXEQUINIX INC	18	$17K	0.01%	Timeline
SBUXSTARBUCKS CORP	184	$16.8K	0.01%	Timeline
HUBBHUBBELL INC	40	$16.8K	0.01%	Timeline
HRBBLOCK H & R INC	312	$16.5K	0.01%	Timeline
CBOECBOE GLOBAL MKTS INC	84	$16.4K	0.01%	Timeline
KMIKINDER MORGAN INC DEL	598	$16.4K	0.01%	Timeline
KLACKLA CORP	26	$16.4K	0.01%	Timeline
CEGCONSTELLATION ENERGY CORP	73	$16.3K	0.01%	Timeline
BSVVANGUARD BD INDEX FDS	211	$16.3K	0.01%	Timeline
ECLECOLAB INC	69	$16.2K	0.01%	Timeline
AEPAMERICAN ELEC PWR CO INC	173	$16K	0.01%	Timeline
DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES	90	$15.6K	0.01%
STLDSTEEL DYNAMICS INC	136	$15.5K	0.01%	Timeline
MPCMARATHON PETE CORP	110	$15.3K	0.01%	Timeline
ALSNALLISON TRANSMISSION HLDGS I	142	$15.3K	0.01%	Timeline
LNGCHENIERE ENERGY INC	71	$15.3K	0.01%	Timeline
PPLPPL CORP	463	$15K	0.01%	Timeline
HLTHILTON WORLDWIDE HLDGS INC	60	$14.8K	0.01%	Timeline
AONAON PLC	41	$14.7K	0.01%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	70	$14.7K	0.01%	Timeline
GPIQGOLDMAN SACHS ETF TR	300	$14.7K	0.01%	Timeline
VLOVALERO ENERGY CORP	119	$14.6K	0.01%	Timeline
MNSTMONSTER BEVERAGE CORP NEW	276	$14.5K	0.01%	Timeline
METVLISTED FDS TR	1,000	$14.4K	0.01%	Timeline
GMGENERAL MTRS CO	265	$14.1K	0.01%	Timeline
CITHE CIGNA GROUP	51	$14.1K	0.01%	Timeline
CORZCORE SCIENTIFIC INC NEW	999	$14K	0.01%	Timeline
ACWVISHARES INC	128	$14K	0.01%	Timeline
NICENICE LTD	82	$13.9K	0.01%	Timeline
COFCAPITAL ONE FINL CORP	78	$13.9K	0.01%	Timeline
PGRPROGRESSIVE CORP	58	$13.9K	0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002052510-25-000001	base		2025-02-05	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC