Rockwood Wealth Management, LLC Portfolio Holdings

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024

Rockwood Wealth Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $926 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $337B, American Centy ETF Tr Avantis with a value of $163B, Blackrock Short Maturity Munic with a value of $80.8B, Spdr Portfolio Short Term Corp with a value of $53.5B, and Dimensional ETF Tr Dimensional with a value of $35.5B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $909B to 926B.

Rockwood Wealth Management, LLC is based out at New Hope, PA

Below you can find more details about Rockwood Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $926 Billion
ETFs: $915 Billion
Energy: $4.74 Billion
Healthcare: $779 Million
Financial Services: $733 Million
Consumer Defensive: $274 Million
Basic Materials: $265 Million
Consumer Cyclical: $217 Million
Technology: $97.3 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.48B
$265 Million 0.03% of portfolio
1,894
Q4 2024 Reduced 17.0%
$2.79B
$104 Million 0.01% of portfolio
13,485
Q3 2023 Reduced 14.84%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $926 Billion
  • Prior Value $909 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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