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Home > Institutional Investor > Ballast Rock Private Wealth Llc > Profile

Instuitional Investor - Ballast Rock Private Wealth Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Ballast Rock Private Wealth Llc
Portfolio Value	$160,010,289

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	29,299	$7,965,225	4.98%
2.	Pgim Etf Tr - AAA CLO ETF		88,942	$4,559,150	2.85%
3.	Vanguard Index Fds - S&P 500 ETF SHS		6,145	$3,853,986	2.41%
4.	Spdr S & P 500 Etf Trust	SPY	5,585	$3,819,934	2.39%
5.	Microsoft Corp	MSFT	7,833	$3,788,245	2.37%