Blue Rock Wealth Management LLC New Holdings in Q1 2025

Blue Rock Wealth Management LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
114K
New
$51.45 - $58.51 $5.86M - $6.66M
114K $5.9B
Harris Oakmark ETF Trust
131K
New
N/A
131K $3.19B
ABC
Amerisourcebergen Corp

Healthcare
6K
New
N/A
6K $1.67B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
86.3K
New
$16.57 - $18.85 $1.43M - $1.63M
86.3K $1.44B
JPM
Jpmorgan Chase & CO

Financial Services
3.56K
New
$225.19 - $279.95 $801K - $996K
3.56K $869M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
17.8K
New
$39.61 - $42.65 $704K - $758K
17.8K $725M
RDVY
First Trust Rising Dividend Ac

ETFs
11.3K
New
$57.22 - $63.39 $648K - $718K
11.3K $663M
CL
Colgate Palmolive CO

Consumer Defensive
5.62K
New
$85.68 - $97.5 $481K - $548K
5.62K $526M
CSCO
Cisco Systems, Inc.

Technology
8.44K
New
$58.74 - $64.87 $495K - $547K
8.44K $520M
META
Meta Platforms, Inc.

Communication Services
878
New
$576.36 - $736.67 $506K - $647K
878 $506M
PM
Philip Morris International Inc.

Consumer Defensive
2.15K
New
$117.15 - $158.79 $252K - $341K
2.15K $341M
PEP
Pepsico Inc

Consumer Defensive
2.17K
New
$142.64 - $156.42 $310K - $340K
2.17K $326M
PFE
Pfizer Inc

Healthcare
12.7K
New
$25.01 - $27.13 $318K - $345K
12.7K $325M
MO
Altria Group, Inc.

Consumer Defensive
5.38K
New
$50.81 - $60.02 $273K - $323K
5.38K $323M
AVGO
Broadcom Inc.

Technology
1.9K
New
$167.43 - $244.7 $318K - $465K
1.9K $318M
AMAT
Applied Materials Inc

Technology
2K
New
$145.06 - $195.51 $290K - $391K
2K $290M
ABBV
Abb Vie Inc.

Healthcare
1.38K
New
$169.2 - $216.66 $233K - $299K
1.38K $285M
KO
Coca Cola CO

Consumer Defensive
3.91K
New
$60.81 - $72.32 $238K - $283K
3.91K $279M
IWF
Ishares Russell 1000 Gr ETF

ETFs
735
New
$360.07 - $417.26 $265K - $307K
735 $265M
CG
Carlyle Group Inc.

Financial Services
6K
New
$40.03 - $56.96 $240K - $342K
6K $262M
AOS
Smith A O Corp

Industrials
4K
New
$65.16 - $72.69 $261K - $291K
4K $261M
CRWD
Crowd Strike Holdings, Inc.

Technology
650
New
$308.86 - $455.36 $201K - $296K
650 $229M
WRB
Berkley W R Corp

Financial Services
3.16K
New
$56.7 - $71.27 $179K - $225K
3.16K $225M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.1K
New
$53.6 - $58.97 $220K - $242K
4.1K $225M
TFC
Truist Financial Corp

Financial Services
5.4K
New
$39.48 - $48.15 $213K - $260K
5.4K $222M
PSX
Phillips 66

Energy
1.67K
New
$113.93 - $131.55 $191K - $220K
1.67K $207M
NRZ
New Residential Investment Corp.

Real Estate
11K
New
N/A
11K $126M
BITF
Bitfarms LTD

Financial Services
75K
New
$0.79 - $1.76 $59.3K - $132K
75K $59.1M
Activity Summary
Buys All Purchases 66 New Holdings 29 Increased Positions 37 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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