WHIPPLEWOOD ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKE | 2K | $149.15K |
 | WSM | 2K | $390.90K |
 | ZION | 2K | $113.16K |
 | XOM | 2K | $198.44K |
 | WMB | 2K | $107.63K |
 | T | 2K | $47.73K |
 | UNP | 2K | $385.28K |
 | NTLA | 2K | $27.63K |
 | MTN | 2K | $239.31K |
 | QS | 2K | $19.59K |
 | APLD | 2K | $35.56K |
 | GOOG | 2K | $365.32K |
 | CION | 1K | $13.85K |
 | WMT | 1K | $148.10K |
 | NEE | 1K | $105.69K |
 | SYY | 1K | $109.18K |
 | ZM | 1K | $107.25K |
 | DOCU | 1K | $93.72K |
 | BMY | 1K | $57.14K |
 | GSBD | 1K | $12.80K |
ONEOK, Inc.
OKE
Shares Held
2K
Value
$149.15K
Williams-Sonoma, Inc.
WSM
Shares Held
2K
Value
$390.90K
Zions Bancorporation, National Association
ZION
Shares Held
2K
Value
$113.16K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$198.44K
The Williams Companies, Inc.
WMB
Shares Held
2K
Value
$107.63K
AT&T Inc.
T
Shares Held
2K
Value
$47.73K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$385.28K
Intellia Therapeutics, Inc.
NTLA
Shares Held
2K
Value
$27.63K
Vail Resorts, Inc.
MTN
Shares Held
2K
Value
$239.31K
QuantumScape Corporation
QS
Shares Held
2K
Value
$19.59K
Applied Digital Corporation
APLD
Shares Held
2K
Value
$35.56K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$365.32K
CION Investment Corporation
CION
Shares Held
1K
Value
$13.85K
Walmart Inc.
WMT
Shares Held
1K
Value
$148.10K
NextEra Energy, Inc.
NEE
Shares Held
1K
Value
$105.69K
Sysco Corporation
SYY
Shares Held
1K
Value
$109.18K
Zoom Communications, Inc.
ZM
Shares Held
1K
Value
$107.25K
DocuSign, Inc.
DOCU
Shares Held
1K
Value
$93.72K
Bristol-Myers Squibb Company
BMY
Shares Held
1K
Value
$57.14K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
1K
Value
$12.80K