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Institutional Investment Manager
WHALEROCK POINT PARTNERS, LLC
WHALEROCK POINT PARTNERS, LLC (CIK: 0001389709) incorporated in Rhode Island, located at 319 Clematis Street, West Palm Beach, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0001389709-16-000009) filed in 2016.11.18
#
Name
Shares
Value ($)
%
Options
Notes
51 PROCTER AND GAMBLE CO 3,480 312 0.13%
52 SPDR GOLD TR 2,495 313 0.13%
53 SIMON PPTY GROUP INC NEW 1,519 314 0.13%
54 GILEAD SCIENCES INC 4,080 322 0.13%
55 AMGEN INC 1,987 331 0.14%
56 APACHE CORP 5,200 332 0.14%
57 VANGUARD INTL EQUITY INDEX F 7,330 333 0.14%
58 SPDR SER TR 12,185 337 0.14%
59 VERIZON COMMUNICATIONS INC 6,681 347 0.14%
60 JOHNSON & JOHNSON 2,952 348 0.14%
61 ISHARES MSCI EAFE SMALL CAP IDX FD 6,700 351 0.15%
62 YUM BRANDS INC 3,875 351 0.15%
63 Exxon Mobil Corp 4,097 357 0.15%
64 ALTRIA GROUP INC 5,658 357 0.15%
65 ALPS ETF TR 13,000 365 0.15%
66 DEERE & CO 4,300 367 0.15%
67 EOG RES INC 3,795 367 0.15%
68 GOLDMAN SACHS GROUP INC 2,285 368 0.15%
69 THERMO FISHER SCIENTIFIC INC 2,315 368 0.15%
70 W P CAREY INC 5,970 385 0.16%
71 ALEX REAL ESTATE EQ 3,575 388 0.16%
72 BECTON DICKINSON & CO 2,197 394 0.16%
73 APPLE INC 3,502 395 0.16%
74 AT&T INC 10,015 406 0.17%
75 CVS HEALTH CORP 4,610 410 0.17%
76 DANAHER CORP DEL 5,466 428 0.18%
77 CDK GLOBAL INC 7,492 429 0.18%
78 AMERICAN EXPRESS CO 6,788 434 0.18%
79 HOST HOTELS & RESORTS INC 2,690 435 0.18%
80 HCA HOLDINGS INC 5,775 436 0.18%
81 AMAZON COM INC 525 439 0.18%
82 SPDR S&P 500 ETF TR 2,075 448 0.19%
83 SPDR INDEX SHS FDS 13,811 452 0.19%
84 SPDR S&P 500 ETF TR 2,271 491 0.20%
85 VISA INC 5,954 492 0.20%
86 VANGUARD INDEX FDS 3,872 501 0.21%
87 O REILLY AUTOMOTIVE INC NEW 1,800 504 0.21%
88 DOMINION ENERGY INC 6,917 513 0.21%
89 WASTE MGMT INC DEL 8,200 522 0.22%
90 PHILIP MORRIS INTL INC 5,421 527 0.22%
91 HEALTHCARE TR AMER INC 16,200 528 0.22%
92 SNAP ON INC 3,550 539 0.22%
93 VANGUARD INDEX FDS 5,849 547 0.23%
94 VANGUARD ADMIRAL FDS INC 5,045 550 0.23%
95 UNION PAC CORP 5,690 554 0.23%
96 DOW CHEM CO 10,695 554 0.23%
97 MONSANTO CO NEW 5,580 570 0.24%
98 3M CO 3,292 580 0.24%
99 EXPRESS SCRIPTS HLDG CO 8,245 581 0.24%
100 NEXTERA ENERGY INC 4,800 587 0.24%
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