Rockport Wealth LLC Incresed Positions in Q2 2024

Rockport Wealth LLC

  • $237 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
195K
+ 939.27%
$138.43 - $147.09 $27.1M - $28.7M
216K $31.5B
AAPL
Apple Inc.

Technology
71.1K
+ 1118.57%
$165.0 - $216.67 $11.7M - $15.4M
77.5K $16.3B
AMZN
Amazon Com Inc

Consumer Cyclical
73.5K
+ 2240.62%
$173.67 - $197.85 $12.8M - $14.5M
76.7K $14.8B
XLU
Utilities Sector Spdr

ETFs
168K
+ 1958.15%
$62.77 - $72.87 $10.6M - $12.3M
177K $12B
ISRG
Intuitive Surgical Inc

Healthcare
4.1K
+ 7.15%
$366.34 - $445.11 $1.5M - $1.83M
61.5K $27.3B
Capital Group Core Balanced
41.4K
+ 42.74%
N/A
138K $4.11B
GOOG
Alphabet Inc.

Communication Services
2.5K
+ 134.05%
$151.94 - $186.86 $380K - $467K
4.37K $801M
MSFT
Microsoft Corp

Technology
145
+ 1.0%
$389.33 - $452.85 $56.5K - $65.7K
14.6K $6.52B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.82K
+ 13.78%
$32.03 - $37.24 $154K - $179K
39.8K $1.35B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.02K
+ 13.96%
$20.52 - $23.43 $124K - $141K
49.2K $1.08B
XLP
Consumer Staples Sector Spdr

ETFs
1.16K
+ 4.85%
$73.08 - $78.4 $85.1K - $91.3K
25.1K $1.93B
PHYS
Sprott Physical Gold Trust

Financial Services
2.5K
+ 6.57%
$17.48 - $18.86 $43.7K - $47.2K
40.5K $732M
RYT
Invesco S&P 500 Equal Weight T

ETFs
1K
+ 4.82%
N/A
21.9K $801M
CGCP
Capital Group Core Plus Income

ETFs
2.86K
+ 25.18%
$21.83 - $22.48 $62.5K - $64.3K
14.2K $316M
CGDV
Capital Group Divid Value ETF

ETFs
1.33K
+ 14.36%
$31.1 - $33.37 $41.3K - $44.3K
10.6K $349M
MDIV
First Trust Multi Asset Divers

ETFs
2.73K
+ 6.47%
$15.25 - $15.99 $41.6K - $43.6K
44.9K $705M
XLI
Industrial Sector Spdr

ETFs
550
+ 5.0%
$120.47 - $125.94 $66.3K - $69.3K
11.5K $1.41B
VUG
Vanguard Growth ETF

ETFs
4
+ 0.52%
$322.46 - $377.11 $1.29K - $1.51K
768 $287M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
1.04K
+ 8.22%
$21.99 - $22.55 $22.8K - $23.4K
13.6K $304M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.19K
+ 5.55%
$95.76 - $100.68 $209K - $220K
41.6K $4B
IWM
Ishares Russell 2000 ETF

ETFs
208
+ 5.76%
$192.84 - $209.44 $40.1K - $43.6K
3.82K $775M
YYY
Amplify ETF Tr High Income ETF

ETFs
1.22K
+ 0.9%
$11.51 - $12.14 $14.1K - $14.8K
136K $1.64B
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.1%
$245.23 - $269.4 $245 - $269
954 $255M
IGHG
Proshares Investment Grade Int

ETFs
87
+ 3.2%
$75.94 - $77.24 $6.61K - $6.72K
2.8K $214M
MUB
Ishares National Muni Bond ETF

ETFs
62
+ 2.17%
$105.37 - $107.16 $6.53K - $6.64K
2.92K $311M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
561
+ 0.86%
$17.22 - $18.04 $9.66K - $10.1K
65.5K $1.16B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
834
+ 1.57%
$19.15 - $20.2 $16K - $16.8K
53.8K $1.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
291
+ 0.64%
$55.45 - $57.39 $16.1K - $16.7K
45.5K $2.58B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
210
+ 1.11%
$75.81 - $80.15 $15.9K - $16.8K
19K $1.48B
AMAX
Starboard Invt Tr Rh Hedged Mu
3.04K
+ 0.89%
$7.79 - $8.12 $23.6K - $24.6K
343K $2.69B
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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