GP
| |
GARRISON POINT ADVISORS, LLC13F | |
| GARRISON POINT ADVISORS, LLC | |
| Last update 2025-05-13 | 162 Stocks (5 new) |
| Value $206.00 Mil | Turnover 2 % |
GARRISON POINT ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 33,517 | 12,581.8 | -0.65% | 6.100 | -0.04% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 53,476 | 11,878.6 | -2.63% | 5.760 | -0.17% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
BRK.A | Berkshire Hathaway Inc | 14 | 11,178.2 | 0% | 5.420 | 0% | 0.000 | -8.33% | +6.20% | 1,042,258.9 | Insurance | |
IVV | iShares Core S&P 500 ETF | 15,439 | 8,675.2 | +2.95% | 4.210 | +0.12% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
NVDA | NVIDIA Corp | 61,682 | 6,685.1 | -3.47% | 3.240 | -0.14% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
PG | Procter & Gamble Co | 29,313 | 4,995.5 | 0% | 2.420 | 0% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods | |
ORCL | Oracle Corp | 35,459 | 4,957.5 | +0.74% | 2.400 | +0.02% | 0.000 | +84.49% | +46.35% | 679,456.7 | Software | |
COST | Costco Wholesale Corp | 4,359 | 4,122.9 | -2.74% | 2.000 | -0.05% | 0.000 | -3.43% | +2.97% | 417,396.2 | Retail - Defensive | |
V | Visa Inc | 10,843 | 3,800.0 | +0.49% | 1.840 | +0.01% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
AMZN | Amazon.com Inc | 19,500 | 3,710.1 | -4.20% | 1.800 | -0.09% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical |
GARRISON POINT ADVISORS, LLC's Historical Top Holdings Breakdowns
GARRISON POINT ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.17% | 209.68 ($231.67) 247.1 | $214.29 | -7.50% | Reduce -2.63% | 53,476 | -1,445 | |
BAC | Bank of America Corp | 2025-03-31 | Add Add | +0.16% | 39.61 ($44.56) 47.74 | $48.14 | 8.03% | Add 46% | 25,522 | 8,041 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.14% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -3.47% | 61,682 | -2,217 | |
MO | Altria Group Inc | 2025-03-31 | New Buy New Buy | +0.12% | 50.81 ($54.6) 60.02 | $59.77 | 9.47% | New holding | 4,000 | 4,000 | |
AVRE | Avantis Real E state ETF | 2025-03-31 | Reduce Reduce | -0.12% | 40.62 ($42.85) 44.31 | $45.12 | 5.29% | Reduce -45.13% | 7,519 | -6,185 | |
T | AT&T Inc | 2025-03-31 | New Buy New Buy | +0.12% | 21.56 ($25.15) 28.28 | $27.75 | 10.34% | New holding | 8,468 | 8,468 | |
GE | GE Aerospace | 2025-03-31 | New Buy New Buy | +0.12% | 168.59 ($196.75) 212.13 | $263.18 | 33.76% | New holding | 1,268 | 1,268 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.12% | 554.06 ($590.51) 615.85 | $637.33 | 7.93% | Add 2.95% | 15,439 | 442 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +0.12% | 18.36 ($19.62) 20.51 | $22.69 | 15.65% | Add 15.39% | 95,328 | 12,716 | |
SWKS | Skyworks Solutions Inc | 2025-03-31 | Sold Out Sold Out | -0.12% | 64.12 ($76.14) 93.96 | $73.09 | -4.01% | Sold Out | 0 | -2,895 |
GARRISON POINT ADVISORS, LLC Total Holding History ($B)
GARRISON POINT ADVISORS, LLC's Asset Allocation
GARRISON POINT ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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GARRISON POINT ADVISORS, LLC's Hypothetical Growth since 2025-03-31
GARRISON POINT ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GARRISON POINT ADVISORS, LLC's Holdings Heat Map
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GARRISON POINT ADVISORS, LLC's Holdings Bubble Chart
GARRISON POINT ADVISORS, LLC News
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