Chief Compliance Officer

0002011851-24-000001.txt : 20240213 0002011851-24-000001.hdr.sgml : 20240213 20240213140044 ACCESSION NUMBER: 0002011851-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Balanced Rock Investment Advisor 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: 24624547 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 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002011851 XXXXXXXX 12-31-2023 12-31-2023 Balanced Rock Investment Advisor

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 02-13-2024 0 93 112578695 false INFORMATION TABLE 2 BRIA_13f_Q4_2023.xml ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 476804 20940 SH SOLE 0 0 0 20940 ADVENT TECHNOLOGIES HOLDNG I COM CL A 00788A105 8912 40000 SH SOLE 0 0 0 40000 AERCAP HOLDINGS NV SHS N00985106 701432 9438 SH SOLE 0 0 0 9438 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 305312 3939 SH SOLE 0 0 0 3939 ALPHABET INC CAP STK CL A 02079K305 354813 2540 SH SOLE 0 0 0 2540 AMGEN INC COM 031162100 547814 1902 SH SOLE 0 0 0 1902 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 550692 8522 SH SOLE 0 0 0 8522 APPLE INC COM 037833100 398204 2068 SH SOLE 0 0 0 2068 AT&T INC COM 00206R102 375117 22355 SH SOLE 0 0 0 22355 BANK NEW YORK MELLON CORP COM 064058100 365391 7020 SH SOLE 0 0 0 7020 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 281761 790 SH SOLE 0 0 0 790 BIOGEN INC COM 09062X103 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