Balanced Rock Investment Advisor Sells in Q1 2025

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-5.27K
- 66.22%
$113.22 - $126.36 $597K - $666K
2.69K $309M
EUSB
Ishares Tr Esg Advanced Total

Technology
-19K
- 8.25%
$42.05 - $43.43 $799K - $825K
211K $9.15B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-6.88K
- 9.54%
$63.91 - $70.19 $440K - $483K
65.3K $4.39B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.67K
- 2.52%
$49.25 - $50.66 $181K - $186K
142K $7.04B
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-5.95K
- 9.43%
$36.46 - $39.46 $217K - $235K
57.2K $2.19B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-1.23K
- 3.18%
$38.41 - $44.06 $47.3K - $54.2K
37.4K $1.46B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-571
- 4.71%
$96.93 - $109.51 $55.3K - $62.5K
11.5K $1.13B
XJR
Ishares Tresg Screened S&P Sma

ETFs
-771
- 2.84%
$36.7 - $42.78 $28.3K - $33K
26.4K $992M
CRM
Salesforce, Inc.

Technology
-35
- 2.05%
$268.36 - $359.95 $9.39K - $12.6K
1.67K $449M
GOOGL
Alphabet Inc.

Communication Services
-8
- 0.33%
$154.33 - $206.19 $1.23K - $1.65K
2.43K $375M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-1.68K
- 2.69%
$46.06 - $46.94 $77.6K - $79K
61K $2.82B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-851
- 12.54%
$95.85 - $99.25 $81.6K - $84.5K
5.93K $587M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-518
- 3.66%
$37.9 - $43.9 $19.6K - $22.7K
13.6K $523M
GPN
Global Payments Inc

Industrials
-3
- 0.06%
$92.18 - $113.03 $277 - $339
4.71K $462M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
-240
- 1.01%
$9.27 - $13.2 $2.22K - $3.17K
23.5K $217M
GM
General Motors CO

Consumer Cyclical
-36
- 0.37%
$45.22 - $54.92 $1.63K - $1.98K
9.81K $462M
CRTO
Criteo S.A.

Communication Services
-58
- 0.41%
$34.81 - $45.89 $2.02K - $2.66K
14.1K $500M
SUB
Ishares Short Term National Mu

ETFs
-543
- 12.6%
$105.3 - $106.24 $57.2K - $57.7K
3.77K $398M
Manager Directed Portfolios
-3.67K
- 1.13%
N/A
320K $3.24B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-430
- 15.48%
$85.29 - $92.57 $36.7K - $39.8K
2.35K $214M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-255
- 1.39%
$21.75 - $24.28 $5.55K - $6.19K
18.1K $401M
Blackrock Inc
-3
- 1.15%
N/A
258 $244M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-554
- 0.5%
$35.66 - $38.5 $19.8K - $21.3K
110K $4.01B
BNDX
Vanguard Total International B

ETFs
-123
- 0.22%
$48.33 - $49.5 $5.94K - $6.09K
54.9K $2.68B
HSII
Heidrick & Struggles International Inc

Industrials
-26
- 0.32%
$39.61 - $46.83 $1.03K - $1.22K
8.18K $350M
C
Citigroup Inc

Financial Services
-233
- 3.28%
$67.23 - $84.63 $15.7K - $19.7K
6.87K $488M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-526
- 4.53%
$38.22 - $41.19 $20.1K - $21.7K
11.1K $449M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-589
- 5.04%
$11.22 - $11.8 $6.61K - $6.95K
11.1K $125M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-608
- 5.28%
$9.47 - $11.46 $5.76K - $6.97K
10.9K $117M
LLY
Eli Lilly & CO

Healthcare
-16
- 5.46%
$725.72 - $929.72 $11.6K - $14.9K
277 $229M
IEMG
Ishares Inc

ETFs
-48
- 0.98%
N/A
4.85K $262M
IEFA
Ishares Tr

ETFs
-142
- 3.73%
$69.57 - $78.65 $9.88K - $11.2K
3.66K $277M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-33
- 0.31%
$52.16 - $56.68 $1.72K - $1.87K
10.5K $587M
JNJ
Johnson & Johnson

Healthcare
-81
- 5.69%
$142.06 - $167.7 $11.5K - $13.6K
1.34K $223M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-710
- 1.05%
N/A
66.6K $4.28B
AMGN
Amgen Inc

Healthcare
-52
- 5.96%
$258.59 - $327.36 $13.4K - $17K
821 $256M
VEEV
Veeva Systems Inc

Healthcare
-2
- 0.14%
$210.58 - $246.8 $421 - $494
1.47K $340M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-629
- 1.48%
$48.43 - $49.9 $30.5K - $31.4K
42K $2.09B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-497
- 1.05%
$38.89 - $41.6 $19.3K - $20.7K
46.7K $1.89B
MDT
Medtronic PLC

Healthcare
-144
- 3.14%
$79.84 - $94.5 $11.5K - $13.6K
4.44K $399M
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 1.86%
$1739.0 - $2260.0 $6.96K - $9.04K
211 $412M
GILD
Gilead Sciences, Inc.

Healthcare
-194
- 3.52%
$89.14 - $117.41 $17.3K - $22.8K
5.32K $597M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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