Blue Rock Wealth Management LLC New Holdings in Q4 2024

Blue Rock Wealth Management LLC

  • $95.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
967
New
$273.87 - $320.91 $265K - $310K
967 $306M
Amplify ETF Tr
3.9K
New
N/A
3.9K $291M
COP
Conocophillips

Energy
2.85K
New
$95.12 - $114.72 $271K - $327K
2.85K $283M
COST
Costco Wholesale Corp

Consumer Defensive
300
New
$873.59 - $994.69 $262K - $298K
300 $275M
RYT
Invesco S&P 500 Equal Weight T

ETFs
7.25K
New
N/A
7.25K $271M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.49K
New
$47.29 - $84.74 $165K - $296K
3.49K $259M
DE
Deere & CO

Industrials
607
New
$389.45 - $466.0 $236K - $283K
607 $257M
SBUX
Starbucks Corp

Consumer Cyclical
2.77K
New
$87.44 - $102.5 $242K - $284K
2.77K $253M
D
Dominion Energy, Inc

Utilities
4.63K
New
$52.63 - $60.92 $244K - $282K
4.63K $251M
IBM
International Business Machines Corp

Technology
1.13K
New
$204.9 - $238.04 $231K - $268K
1.13K $245M
PG
Procter & Gamble CO

Consumer Defensive
1.45K
New
$161.05 - $179.7 $233K - $260K
1.45K $243M
F
Ford Motor CO

Consumer Cyclical
24.2K
New
$9.69 - $11.4 $234K - $275K
24.2K $239M
LLY
Eli Lilly & CO

Healthcare
300
New
$727.2 - $932.06 $218K - $280K
300 $232M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.83K
New
$119.61 - $136.3 $218K - $249K
1.83K $225M
JNJ
Johnson & Johnson

Healthcare
1.53K
New
$143.34 - $165.86 $219K - $253K
1.53K $221M
CAT
Caterpillar Inc

Industrials
600
New
$360.37 - $416.88 $216K - $250K
600 $218M
FCNCA
First Citizens Bancshares Inc

Financial Services
100
New
$1818.92 - $2353.08 $182K - $235K
100 $211M
MPW
Medical Properties Trust Inc

Real Estate
17K
New
$3.72 - $5.77 $63.2K - $98.1K
17K $67.2M
Activity Summary
Buys All Purchases 69 New Holdings 69 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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