Caprock Group LLC Has $3.90 Million Holdings in Boston

Nov 20, 2024 · Caprock Group LLC grew its position in Boston Scientific Co. (NYSE:BSX – Free Report) by 8.6% in the third quarter, according to its most recent Form 13F filing with the …

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Caprock Group LLC Has $3.90 Million Holdings In Boston

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Nov 20, 2024 · Caprock Group LLC grew its position in Boston Scientific Co. (NYSE:BSX – Free Report) by 8.6% in the third quarter, according to its most recent Form 13F filing with the …

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Caprock Group, Current Portfolio, 13F Holdings (2024-11-07)

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Past Performances and the history of Asset Under Management Caprock Group, LLC. Current Holdings: 902Stocks(121 new) Top holdings: VTI(8.34%) AAPL(3.75%) MSFT(3.60%) …

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Caprock Group LLC Has $3.24 Million Stock Holdings In

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1 day ago · Caprock Group LLC increased its stake in shares of ConocoPhillips (NYSE:COP - Free Report) by 19.4% during the 4th quarter, according to the company in its most recent 13F …

marketbeat.com

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CAPROCK Group Inc. Top Holdings 13F Filings - Holdings Channel

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Caprock Group LLC Info: Size ($ in 1000's) At 06/30/2024: $2,459,190 At 03/31/2024: $1,744,450. Caprock Group LLC AUM history. Caprock Group LLC holdings changes, total …

holdingschannel.com

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Apple Inc. (NASDAQ:AAPL) Shares Acquired By Caprock Group LLC

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5 days ago · Apple makes up about 3.8% of Caprock Group LLC’s holdings, making the stock its 2nd largest holding. Caprock Group LLC’s holdings in Apple were worth $103,151,000 at the …

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Caprock Group LLC Has $3.99 Million Position In GE Vernova

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Nov 20, 2024 · Caprock Group LLC increased its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 0.4% in the 3rd quarter, according to its most recent filing with …

techdows.com

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Caprock Group LLC Has $98.91 Million Holdings In Microsoft

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Jan 25, 2025 · The firm owned 229,860 shares of the software giant's stock after acquiring an additional 4,911 shares during the quarter. Microsoft makes up about 3.6% of Caprock Group …

marketbeat.com

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Caprock Group, LLC Q4 2024 13F Top Portfolio Holdings

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Nov 7, 2024 · Caprock Group, LLC reported 996 holdings with total value $3.06 B as of Q4 2024. Top holdings included VTI, AAPL, VOO, MSFT, and NVDA. Caprock Group, LLC Q4 2024 13F …

13f.info

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Apple Inc. (NASDAQ:AAPL) Is Caprock Group LLC’s 2nd Largest …

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5 days ago · Apple comprises approximately 3.8% of Caprock Group LLC’s holdings, making the stock its 2nd largest position. Caprock Group LLC’s holdings in Apple were worth …

defenseworld.net

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CAPROCK GROUP, LLC Top 13F Holdings - WhaleWisdom.com

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Caprock Group is based out of Boise. Caprock Group is a large advisory firm with 436 clients and discretionary assets under management (AUM) of $9,005,519,565 (Form ADV from 2024-10 …

whalewisdom.com

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Caprock Group, LLC - 13F

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Apr 26, 2023 · Caprock Group, LLC reported 859 holdings with total value $2.46 B as of Q2 2024. Top holdings included VTI, MSFT, AAPL, VOO, and NVDA ... CIK 0001610769 Alternate …

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Caprock Group LLC Has $1.44 Million Stock Position In Vodafone …

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Nov 21, 2024 · Caprock Group LLC raised its holdings in Vodafone Group Public Limited (NASDAQ:VOD – Free Report) by 4.0% during the 3rd quarter, according to the company in …

slatersentinel.com

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Caprock Group LLC Has $31.27 Million Stock Holdings In Alphabet …

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Dec 3, 2024 · Caprock Group LLC trimmed its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.6% in the third quarter, according to the company in its most recent filing …

americanbankingnews.com

FAQs about Caprock Group LLC Has $3.90 Million Holdings in Boston Coupon?

How much is the caprock group worth?

While The Caprock Group advises clients across a variety of portfolio sizes, the average client balance is currently $22.2 million. In total, The Caprock Group manages $5.7 billion in assets. What is the historical performance of The Caprock Group? Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. ...

Where is the caprock group located?

The headquarters of The Caprock Group is 800 West Main Street, Suite 1150. Boise, ID 83702. The Caprock Group currently serves clients in the following states: CA, CO, ID, TX, UT, WA. What is the average client balance at The Caprock Group? ...

How much does caprock make per acquisition?

CapRock typically spends between $20 million to $50 million on acquiring middle market, value-add industrial assets. Beyond ground-up development, this is part of their strategy. ...

What is CapRock Partners?

CapRock Partners is a registered firm with the U.S. Securities and Exchange Commission. It is actively acquiring land for development across the Western U.S., with a total investment and development pipeline exceeding 25 million square feet of industrial real estate. Follow the company on Facebook, LinkedIn, Twitter, and Instagram. ...

Is caprock a SEC Registered Investment Advisor?

The Caprock Group, LLC (“Caprock”) is an SEC Registered Investment Advisor. This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. ...

How many clients does the caprock group have?

The Caprock Group manages $5.7 billion and provides investment advisory services for 259 clients (1:9 advisor/client ratio). Is this your firm? Apply for Trusted badge 800 West Main Street, Suite 1150. Boise, ID 83702 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...