Chief Compliance Officer

0002011851-24-000003.txt : 20240513 0002011851-24-000003.hdr.sgml : 20240513 20240513154638 ACCESSION NUMBER: 0002011851-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Balanced Rock Investment Advisors LLC CENTRAL INDEX KEY: 0002011851 ORGANIZATION NAME: IRS NUMBER: 450893366 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23765 FILM NUMBER: 24938739 BUSINESS ADDRESS: STREET 1: 4238 WASHINGTON ST STREET 2: STE 311 CITY: ROSLINDALE STATE: MA ZIP: 02131 BUSINESS PHONE: 6179718323 MAIL ADDRESS: STREET 1: 4238 WASHINGTON ST STREET 2: STE 311 CITY: ROSLINDALE STATE: MA ZIP: 02131 FORMER COMPANY: FORMER CONFORMED NAME: Balanced Rock Investment Advisor DATE OF NAME CHANGE: 20240213 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002011851 XXXXXXXX 03-31-2024 03-31-2024 Balanced Rock Investment Advisors LLC

4238 WASHINGTON ST STE 311 ROSLINDALE MA 02131

13F HOLDINGS REPORT 028-23765 000157424 801-128479 N Thomas Higgins Chief Compliance Officer 6179718753 Thomas Higgins Roslindale MA 05-13-2024 0 88 117208268 false INFORMATION TABLE 2 BRIA_13f_Q1_2024.xml 13F REPORT FOR Q1 2024 ADVENT TECHNOLOGIES HOLDNG I COM CL A 00788A105 7200 40000 SH SOLE 0 0 0 40000 AERCAP HOLDINGS NV SHS N00985106 659560 7589 SH SOLE 0 0 0 7589 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 206443 2853 SH SOLE 0 0 0 2853 ALPHABET INC CAP STK CL A 02079K305 378231 2506 SH SOLE 0 0 0 2506 AMGEN INC COM 031162100 444392 1563 SH SOLE 0 0 0 1563 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 497788 8190 SH SOLE 0 0 0 8190 APPLE INC COM 037833100 370124 2158 SH SOLE 0 0 0 2158 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 291420 693 SH SOLE 0 0 0 693 BLACKROCK INC COM 09247X101 305134 366 SH SOLE 0 0 0 366 BOSTON BEER INC CL A 100557107 249929 821 SH SOLE 0 0 0 821 BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 360098 14656 SH SOLE 0 0 0 14656 CITIGROUP INC COM 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