• 13F History

Blue Rock Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$95.1M
Signature - Title
Wesley Reed - Chief Compliance Officer
Location
Winston Salem, NC
Summary
This page shows a list of all the recent 13F filings made by Blue Rock Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blue Rock Wealth Management LLC reported 69 stock holdings with total value $95.1M as of Q4 2024. Top holdings included SCHG, DGRW, QUAL, VNLA, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 69 $95.1M $0 $0 SCHG, DGRW, QUAL, VNLA, SCHD 13F-HR 2/14/2025, 04:37 PM