Balanced Rock Investment Advisor Incresed Positions in Q1 2024

Balanced Rock Investment Advisor

  • $117 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
USXF
Ishares Esg Advanced Msci Usa

Technology
142K
+ 272.45%
$38.81 - $45.23 $5.5M - $6.41M
194K $8.75B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.19K
+ 49.36%
$102.91 - $114.96 $843K - $942K
24.8K $2.85B
BNDX
Vanguard Total International B

ETFs
19K
+ 66.1%
$48.47 - $49.33 $923K - $940K
47.9K $2.35B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
13.7K
+ 29.99%
$61.82 - $64.13 $847K - $878K
59.4K $3.79B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
19.4K
+ 86.62%
$36.5 - $41.08 $707K - $796K
41.8K $1.72B
VGLT
Vanguard Long Term Treasury Et

ETFs
12.9K
+ 96.99%
$57.73 - $61.4 $745K - $792K
26.2K $1.55B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
15.2K
+ 38.21%
$36.33 - $40.27 $553K - $613K
55K $2.22B
VV
Vanguard Large Cap ETF

ETFs
2.47K
+ 79.65%
$214.62 - $240.49 $531K - $595K
5.58K $1.34B
XJR
Ishares Tresg Screened S&P Sma

ETFs
15.2K
+ 70.61%
$36.12 - $39.17 $547K - $594K
36.6K $1.43B
HYXF
Ishares Tr Esg Advanced High Y

ETFs
11.3K
+ 25.11%
$44.96 - $45.79 $507K - $516K
56.2K $2.57B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.53K
+ 12.07%
$83.14 - $93.19 $127K - $143K
14.2K $1.33B
QDEL
Quidel Ortho Corp

Healthcare
2.68K
+ 70.81%
$41.76 - $74.73 $112K - $200K
6.46K $309M
WPP
Wpp PLC

Communication Services
583
+ 5.03%
$44.63 - $50.56 $26K - $29.5K
12.2K $577M
SAM
Boston Beer CO Inc

Consumer Defensive
162
+ 24.58%
$289.93 - $370.06 $47K - $59.9K
821 $250M
AAPL
Apple Inc.

Technology
90
+ 4.35%
$169.0 - $195.18 $15.2K - $17.6K
2.16K $370M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
4.83K
+ 9.21%
$4.86 - $6.39 $23.5K - $30.8K
57.2K $287M
CMLS
Cumulus Media Inc

Communication Services
15.8K
+ 24.52%
$3.13 - $5.21 $49.5K - $82.4K
80.4K $288M
TD
Toronto Dominion Bank

Financial Services
27
+ 0.18%
$57.91 - $65.05 $1.56K - $1.76K
14.8K $891M
Activity Summary
Buys All Purchases 26 New Holdings 7 Increased Positions 19 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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