Balanced Rock Investment Advisor Sells in Q2 2025

Balanced Rock Investment Advisor

  • $127 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-130K
- 91.58%
$48.13 - $49.85 $6.26M - $6.48M
12K $586M
EUSB
Ishares Tr Esg Advanced Total

Technology
-144K
- 68.17%
$42.54 - $43.56 $6.12M - $6.27M
67.2K $2.93B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-116K
- 68.87%
$46.41 - $47.7 $5.38M - $5.53M
52.4K $2.49B
USXF
Ishares Esg Advanced Msci Usa

Technology
-70.3K
- 37.5%
$41.54 - $53.93 $2.92M - $3.79M
117K $6.32B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-36.3K
- 54.49%
N/A
30.3K $1.98B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-25.7K
- 59.23%
$72.02 - $73.82 $1.85M - $1.9M
17.7K $1.3B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-31.4K
- 63.83%
$33.46 - $41.33 $1.05M - $1.3M
17.8K $735M
Manager Directed Portfolios
-88.9K
- 27.8%
N/A
231K $2.42B
XJR
Ishares Tresg Screened S&P Sma

ETFs
-19.2K
- 72.61%
$32.75 - $39.55 $627K - $758K
7.23K $286M
BNDX
Vanguard Total International B

ETFs
-12.2K
- 22.2%
$48.77 - $49.55 $595K - $604K
42.7K $2.12B
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-11.1K
- 19.48%
$34.17 - $42.88 $381K - $478K
46.1K $1.98B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.42K
- 25.22%
$273.67 - $366.17 $388K - $518K
4.2K $1.54B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-6.46K
- 17.27%
$34.28 - $41.6 $222K - $269K
31K $1.28B
NUSC
Nuveen Esg Small Cap ETF

ETFs
-4.06K
- 29.79%
$33.38 - $40.81 $136K - $166K
9.57K $390M
SPY
Spdr S&P 500 ETF Trust

ETFs
-266
- 31.29%
$496.48 - $617.85 $132K - $164K
584 $361M
GPN
Global Payments Inc

Industrials
-190
- 4.03%
$67.47 - $99.6 $12.8K - $18.9K
4.52K $362M
VUG
Vanguard Growth ETF

ETFs
-502
- 26.52%
$329.49 - $438.4 $165K - $220K
1.39K $610M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-2.96K
- 26.69%
$37.77 - $46.15 $112K - $137K
8.13K $375M
VNQ
Vanguard Specialized Funds Van

ETFs
-716
- 13.34%
$79.79 - $91.42 $57.1K - $65.5K
4.65K $414M
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.51K
- 3.0%
$4.32 - $5.95 $6.52K - $8.98K
48.8K $223M
VGLT
Vanguard Long Term Treasury Et

ETFs
-342
- 1.11%
$53.66 - $58.71 $18.4K - $20.1K
30.4K $1.7B
AMGN
Amgen Inc

Healthcare
-85
- 10.35%
$262.28 - $309.85 $22.3K - $26.3K
736 $205M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-510
- 8.59%
$96.84 - $99.46 $49.4K - $50.7K
5.42K $538M
HSII
Heidrick & Struggles International Inc

Industrials
-1.43K
- 17.48%
$37.18 - $45.76 $53.1K - $65.4K
6.75K $309M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
-8.3K
- 35.37%
$7.79 - $11.67 $64.6K - $96.8K
15.2K $177M
GILD
Gilead Sciences, Inc.

Healthcare
-234
- 4.4%
$96.91 - $113.0 $22.7K - $26.4K
5.09K $564M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.82K
- 13.45%
$30.87 - $39.17 $118K - $150K
24.6K $964M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-133
- 25.0%
$416.06 - $551.64 $55.3K - $73.4K
399 $220M
CRM
Salesforce, Inc.

Technology
-128
- 7.66%
$236.26 - $291.15 $30.2K - $37.3K
1.54K $421M
SUB
Ishares Short Term National Mu

ETFs
-251
- 6.66%
$104.77 - $106.34 $26.3K - $26.7K
3.52K $374M
JNJ
Johnson & Johnson

Healthcare
-9
- 0.67%
$146.36 - $159.82 $1.32K - $1.44K
1.33K $204M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.32K
- 11.97%
$39.89 - $49.46 $52.5K - $65K
9.67K $478M
MDT
Medtronic PLC

Healthcare
-48
- 1.08%
$80.68 - $88.86 $3.87K - $4.27K
4.39K $383M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.36%
$713.71 - $898.95 $714 - $899
276 $215M
VEEV
Veeva Systems Inc

Healthcare
-333
- 22.65%
$209.39 - $289.94 $69.7K - $96.6K
1.14K $327M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-408
- 0.97%
$49.57 - $50.27 $20.2K - $20.5K
41.6K $2.09B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-8
- 0.04%
$24.96 - $25.5 $200 - $204
17.9K $456M
IEMG
Ishares Inc

ETFs
-313
- 6.45%
N/A
4.54K $272M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-162
- 6.02%
$101.97 - $126.75 $16.5K - $20.5K
2.53K $320M
Blackrock Inc
-11
- 4.26%
N/A
247 $259M
IEFA
Ishares Tr

ETFs
-150
- 4.1%
$67.83 - $84.09 $10.2K - $12.6K
3.51K $293M
GOOGL
Alphabet Inc.

Communication Services
-158
- 6.52%
$144.7 - $178.6 $22.9K - $28.2K
2.27K $400M
IDEV
Ishares Core Msci Intl Develop

ETFs
-145
- 1.97%
$61.79 - $76.67 $8.96K - $11.1K
7.23K $550M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-14
- 0.08%
$19.6 - $24.44 $274 - $342
18.1K $443M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-112
- 1.3%
$58.52 - $71.7 $6.55K - $8.03K
8.5K $584M
Brookfield Renewable Corp
-265
- 1.88%
N/A
13.8K $453M
C
Citigroup Inc

Financial Services
-103
- 1.5%
$58.13 - $85.12 $5.99K - $8.77K
6.77K $576M
PAGS
Pag Seguro Digital Ltd.

Technology
-2.91K
- 4.94%
$7.61 - $10.03 $22.1K - $29.2K
56K $540M
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 2.84%
$1794.73 - $2613.63 $10.8K - $15.7K
205 $536M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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