Blue Rock Wealth Management LLC Portfolio Holdings

Blue Rock Wealth Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $95.1 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $10.1B, Wisdomtree Tr Us Quality Divid with a value of $9.75B, Ishares Msci Usa Quality Facto with a value of $8.57B, Janus Henderson Short Duration with a value of $6.28B, and Schwab Strategic Tr Us Dividen with a value of $4.23B.

Examining the 13F form we can see an increase of $95.1B in the current position value.

Blue Rock Wealth Management LLC is based out at Winston Salem, NC

Below you can find more details about Blue Rock Wealth Management LLC portfolio as well as his latest detailed transactions.