Rockport Wealth LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $225 Billion distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Morningstar Dividend with a value of $78.6B, Intuitive Surgical Inc with a value of $34.4B, Consumer Staples Sector Spdr with a value of $31.8B, First Trust Rising Dividend Ac with a value of $6.97B, and Microsoft Corp with a value of $6.13B.
Examining the 13F form we can see an decrease of $150B in the current position value, from $375B to 225B.
Rockport Wealth LLC is based out at Fairview Park, OH
Below you can find more details about Rockport Wealth LLC portfolio as well as his latest detailed transactions.
