Rockbridge Investment Management, Lcc New Holdings in Q1 2025

Rockbridge Investment Management, Lcc

  • $845 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
LMT
Lockheed Martin Corp

Industrials
643
New
$423.19 - $506.29 $272K - $326K
643 $287M
CVX
Chevron Corp

Energy
1.39K
New
$146.71 - $167.97 $203K - $233K
1.39K $232M
NET
Cloudflare, Inc.

Technology
1.85K
New
$110.71 - $176.5 $205K - $327K
1.85K $209M
CL
Colgate Palmolive CO

Consumer Defensive
2.16K
New
$85.68 - $97.5 $185K - $211K
2.16K $202M
Activity Summary
Buys All Purchases 55 New Holdings 5 Increased Positions 50 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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