Rocket


News + Filings
Holdings

WHALEROCK POINT PARTNERS, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Apple Inc. AAPLCommon143,844-10425,116,552,00025,090,991,1408.900.00 Hist 03/31/2022
MICROSOFT CORP MSFTCommon50,1781,19715,470,302,00015,453,828,7845.480.00 Hist 03/31/2022
Alphabet Inc. GOOGLCOM5,24729814,593,743,00014,579,405,5495.170.00 Hist 03/31/2022
VISA INC. VCL A46,61215810,337,220,00010,327,152,9353.660.00 Hist 03/31/2022
AMAZON COM INC AMZNCommon2,8711139,359,316,0009,350,119,8903.320.00 Hist 03/31/2022
NVIDIA CORP NVDACommon32,8725008,969,508,0008,959,987,0213.18  Hist 03/31/2022
PEPSICO INC PEPCommon42,4581,5797,106,550,0007,099,448,8662.520.00 Hist 03/31/2022
COSTCO WHOLESALE CORP /NEW COSTCommon11,544806,647,696,0006,641,187,8722.360.00 Hist 03/31/2022
BANK OF AMERICA CORP /DE/ BACCommon160,9042,1526,632,472,0006,625,409,1382.350.00 Hist 03/31/2022
BERKSHIRE HATHAWAY INC BRK/BCommon18,6903506,595,888,0006,590,404,3402.340.00 Hist 03/31/2022
THERMO FISHER SCIENTIFIC INC. TMOCommon10,9534656,469,508,0006,462,509,8672.290.00 Hist 03/31/2022
JPMORGAN CHASE & CO JPMCommon46,9021,6676,393,696,0006,386,532,9592.270.00 Hist 03/31/2022
JOHNSON & JOHNSON JNJCommon33,7949505,989,318,0005,983,699,4262.120.00 Hist 03/31/2022
TARGET CORP TGTCommon25,9852505,514,537,0005,508,580,8921.950.01 Hist 03/31/2022
UNION PACIFIC CORP UNPCommon19,7213005,387,974,0005,383,081,2671.910.00 Hist 03/31/2022
UNITEDHEALTH GROUP INC UNHCommon9,4202004,803,982,0004,799,352,2801.700.00 Hist 03/31/2022
Walt Disney Co DISCommon32,8789134,509,535,0004,504,583,9541.600.00 Hist 03/31/2022
Mastercard Inc MACL A12,3316154,406,956,0004,402,746,1621.560.00 Hist 03/31/2022
iSHARES TRUST IVVCommon9,54204,329,198,0004,324,646,6431.53  Hist 03/31/2022
HOME DEPOT, INC. HDCommon14,4584454,327,713,0004,321,897,4651.530.00 Hist 03/31/2022
Salesforce, Inc. CRMCommon19,706-5604,183,978,0004,178,827,8011.480.00 Hist 03/31/2022
MCDONALDS CORP MCDCommon15,3614903,798,468,0003,794,481,5311.350.00 Hist 03/31/2022
Meta Platforms, Inc. FBCommon15,5631,7903,460,589,0003,455,956,4511.230.00 Hist 03/31/2022
ESTEE LAUDER COMPANIES INC ELCommon12,7005053,458,533,0003,454,018,3451.230.00 Hist 03/31/2022
VANGUARD INDEX FDS SANDP 500 ETF VOOTRUST UNIT8,10503,364,953,0003,361,414,6001.19  Hist 03/31/2022
VERIZON COMMUNICATIONS INC VZCommon63,6869603,244,165,0003,240,905,7571.150.00 Hist 03/31/2022
RAYTHEON TECHNOLOGIES CORP RTXCOM31,7397013,144,391,0003,141,719,8911.110.00 Hist 03/31/2022
AUTOMATIC DATA PROCESSING INC ADPCommon13,15402,993,061,0002,989,817,4871.060.00 Hist 03/31/2022
LOCKHEED MARTIN CORP LMTCommon6,523152,879,252,0002,876,938,9921.020.00 Hist 03/31/2022
SPDR S&P MIDCAP 400 ETF TRUST MDYCommon5,64502,768,590,0002,765,667,6960.98  Hist 03/31/2022
AMERICAN ELECTRIC POWER CO INC AEPCommon26,79402,673,237,0002,670,853,1380.950.01 Hist 03/31/2022
EXXON MOBIL CORP XOMCommon31,73502,620,994,0002,619,052,1350.930.00 Hist 03/31/2022
PROCTER & GAMBLE Co PGCommon16,6101802,538,008,0002,535,320,3810.900.00 Hist 03/31/2022
TJX COMPANIES INC /DE/ TJXCommon41,0993602,489,777,0002,486,684,0950.880.00 Hist 03/31/2022
CHEVRON CORP CVXCommon14,9051,7002,426,981,0002,425,431,3930.860.00 Hist 03/31/2022
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy