Balanced Rock Investment Advisor Sells in Q3 2025

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.66K
- 30.61%
$48.5 - $50.19 $178K - $184K
8.3K $415M
USXF
Ishares Esg Advanced Msci Usa

Technology
-9.32K
- 7.95%
$53.69 - $57.31 $500K - $534K
108K $6.18B
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 2.93%
$2292.04 - $2514.05 $13.8K - $15.1K
199 $465M
CRM
Salesforce, Inc.

Technology
-29
- 1.88%
$231.66 - $273.65 $6.72K - $7.94K
1.52K $359M
VNQ
Vanguard Specialized Funds Van

ETFs
-798
- 17.15%
$88.47 - $93.24 $70.6K - $74.4K
3.85K $352M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1K
- 12.31%
$45.22 - $48.34 $45.3K - $48.4K
7.13K $340M
T
At&T Inc.

Communication Services
-595
- 6.89%
$26.94 - $29.62 $16K - $17.6K
8.04K $227M
VEEV
Veeva Systems Inc

Healthcare
-106
- 9.32%
$269.2 - $297.91 $28.5K - $31.6K
1.03K $307M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
-2.23K
- 14.7%
$11.54 - $15.0 $25.7K - $33.4K
12.9K $166M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-110
- 2.03%
$97.75 - $100.75 $10.8K - $11.1K
5.31K $533M
IEMG
Ishares Inc

ETFs
-413
- 9.1%
N/A
4.13K $272M
VB
Vanguard Small Cap ETF

ETFs
-157
- 6.82%
$237.58 - $259.17 $37.3K - $40.7K
2.15K $546M
GPN
Global Payments Inc

Industrials
-153
- 3.38%
$77.61 - $90.01 $11.9K - $13.8K
4.37K $363M
HSII
Heidrick & Struggles International Inc

Industrials
-496
- 7.35%
$43.05 - $51.79 $21.4K - $25.7K
6.25K $311M
Brookfield Renewable Corp
-582
- 4.21%
N/A
13.2K $455M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-104
- 4.11%
$126.64 - $135.65 $13.2K - $14.1K
2.42K $329M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-459
- 4.8%
$40.43 - $44.52 $18.6K - $20.4K
9.11K $402M
MDT
Medtronic PLC

Healthcare
-246
- 5.6%
$87.67 - $95.74 $21.6K - $23.6K
4.15K $395M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 2.51%
$546.99 - $602.2 $5.47K - $6.02K
389 $234M
NVDA
Nvidia Corp

Technology
-165
- 10.11%
$153.3 - $186.58 $25.3K - $30.8K
1.47K $274M
XJR
Ishares Tresg Screened S&P Sma

ETFs
-124
- 1.72%
$39.17 - $43.37 $4.86K - $5.38K
7.1K $302M
Blackrock Inc
-10
- 4.05%
N/A
237 $276M
IDEV
Ishares Core Msci Intl Develop

ETFs
-105
- 1.45%
$74.68 - $80.26 $7.84K - $8.43K
7.12K $571M
VUG
Vanguard Growth ETF

ETFs
-65
- 4.67%
$433.97 - $484.08 $28.2K - $31.5K
1.33K $636M
HBI
Hanesbrands Inc.

Consumer Cyclical
-9.69K
- 19.88%
$4.07 - $6.59 $39.5K - $63.9K
39.1K $257M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6
- 0.03%
$24.46 - $26.5 $147 - $159
18.1K $478M
JNJ
Johnson & Johnson

Healthcare
-21
- 1.58%
$155.17 - $185.42 $3.26K - $3.89K
1.31K $243M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-45
- 0.47%
$49.43 - $54.52 $2.22K - $2.45K
9.63K $522M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-1.46K
- 3.16%
$42.5 - $45.6 $61.9K - $66.4K
44.6K $2.02B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-256
- 2.22%
$109.47 - $119.06 $28K - $30.5K
11.3K $1.34B
C
Citigroup Inc

Financial Services
-340
- 5.03%
$85.57 - $103.49 $29.1K - $35.2K
6.43K $652M
TD
Toronto Dominion Bank

Financial Services
-100
- 0.66%
$72.55 - $79.95 $7.26K - $8K
15K $1.2B
VV
Vanguard Large Cap ETF

ETFs
-241
- 3.0%
$285.05 - $309.14 $68.7K - $74.5K
7.79K $2.4B
GM
General Motors CO

Consumer Cyclical
-102
- 0.96%
$48.89 - $61.24 $4.99K - $6.25K
10.5K $641M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
-7.84K
- 8.61%
$3.86 - $5.84 $30.2K - $45.8K
83.1K $471M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-837
- 1.77%
$64.58 - $69.94 $54.1K - $58.5K
46.6K $3.23B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-60
- 1.43%
$362.31 - $405.74 $21.7K - $24.3K
4.14K $1.67B
GOOGL
Alphabet Inc.

Communication Services
-24
- 1.06%
$174.36 - $254.72 $4.18K - $6.11K
2.24K $545M
DFSE
Dimensional ETF Tr Dimen Emrgn
-2.11K
- 2.35%
N/A
87.7K $3.6B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-418
- 1.23%
$134.94 - $145.86 $56.4K - $61K
33.6K $4.89B
Activity Summary
Buys All Purchases 53 New Holdings 1 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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