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WHALEROCK POINT PARTNERS, LLC

13F
WHALEROCK POINT PARTNERS, LLC
Last update 2025-02-16 180 Stocks (6 new)
Value $428.00 Mil Turnover 1 %
Countries:
Top Holdings: NVDA(10.41%)AAPL(8.54%)MSFT(5.50%)GOOGL(5.12%)V(3.81%)
Summary Stock Picks Current Portfolio
WHALEROCK POINT PARTNERS, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
331,855
44,564.8
-0.01%
10.410
0%
0.000
-11.76%
-15.44%
2,770,376.0
Semiconductors
AAPL 		Apple Inc
145,983
36,557.0
-0.10%
8.540
-0.01%
0.000
-14.79%
-20.64%
2,964,910.8
Hardware
MSFT 		Microsoft Corp
55,805
23,521.6
+0.70%
5.500
+0.04%
0.000
+4.42%
+3.01%
3,220,595.6
Software
GOOGL 		Alphabet Inc
115,728
21,907.3
+1.29%
5.120
+0.07%
0.000
-14.71%
-13.67%
1,991,509.7
Interactive Media
V 		Visa Inc
51,542
16,289.2
+0.45%
3.810
+0.02%
0.000
+0.23%
+10.20%
666,079.8
Credit Services
AMZN 		Amazon.com Inc
72,573
15,921.8
+1.46%
3.720
+0.05%
0.000
-22.53%
-15.67%
1,964,131.4
Retail - Cyclical
JPM 		JPMorgan Chase & Co
50,540
12,114.9
+0.90%
2.830
+0.03%
0.000
-9.43%
+5.16%
692,689.3
Banks
COST 		Costco Wholesale Corp
12,630
11,572.8
+1.26%
2.700
+0.03%
0.000
-3.62%
+10.55%
448,342.0
Retail - Defensive
BRK.B 		Berkshire Hathaway Inc
21,283
9,647.2
+0.87%
2.250
+0.02%
0.000
+7.36%
+13.03%
1,104,998.7
Insurance
META 		Meta Platforms Inc
14,277
8,359.5
+5.40%
1.950
+0.10%
0.000
-17.44%
+0.40%
1,476,689.5
Interactive Media

WHALEROCK POINT PARTNERS, LLC's Historical Top Holdings Breakdowns

WHALEROCK POINT PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PANW 		Palo Alto Networks Inc2024-12-31Add
+0.13%
●
166.07 ($189.3) 202.95
$188.69
-0.32%
Add 12.55%
27,866
3,108
XOM 		Exxon Mobil Corp2024-12-31Reduce
-0.13%
●
105.51 ($116.93) 125.37
$104.71
-10.45%
Reduce -8.84%
46,508
-4,509
META 		Meta Platforms Inc2024-12-31Add
+0.10%
●
554.08 ($587.14) 632.68
$587.31
0.03%
Add 5.4%
14,277
732
VZ 		Verizon Communications Inc2024-12-31Reduce
-0.10%
●
39.6 ($42.14) 45.05
$44.15
4.77%
Reduce -22.08%
33,182
-9,400
IVV 		iShares Core S&P 500 ETF2024-12-31Add
+0.08%
●
570.51 ($592.23) 610.83
$561.54
-5.18%
Add 4.64%
13,667
606
BACpL.PFD 		Bank of America Corp2024-12-31Reduce
-0.08%
●
1213 ($1244.41) 1268.3
$1,172.00
-5.82%
Reduce -8.6%
2,870
-270
SPOT 		Spotify Technology SA2024-12-31New Buy
+0.08%
●
362.95 ($429.06) 502.38
$632.85
47.50%
New holding
735
735
GOOGL 		Alphabet Inc2024-12-31Add
+0.07%
●
161.86 ($175.1) 196.66
$163.23
-6.78%
Add 1.29%
115,728
1,479
HD 		The Home Depot Inc2024-12-31Add
+0.07%
●
385.02 ($408.53) 431.37
$359.38
-12.03%
Add 5.04%
16,885
810
EL 		The Estee Lauder Companies Inc2024-12-31Reduce
-0.07%
●
62.74 ($78.68) 97.12
$58.53
-25.61%
Reduce -31.24%
5,976
-2,715

WHALEROCK POINT PARTNERS, LLC Total Holding History ($B)

To

WHALEROCK POINT PARTNERS, LLC's Asset Allocation

To

WHALEROCK POINT PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WHALEROCK POINT PARTNERS, LLC's Hypothetical Growth since 2024-12-31

WHALEROCK POINT PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WHALEROCK POINT PARTNERS, LLC's Holdings Heat Map

Size field:

WHALEROCK POINT PARTNERS, LLC's Holdings Bubble Chart

WHALEROCK POINT PARTNERS, LLC News

  • 1

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