Rockport Wealth LLC Incresed Positions in Q3 2025

Rockport Wealth LLC

  • $491 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
1.16M
+ 10563.22%
N/A
1.18M $23.8B
AAPL
Apple Inc.

Technology
120
+ 0.15%
$202.38 - $256.87 $24.3K - $30.8K
79K $20.1B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
26.3K
+ 10.87%
$70.85 - $76.96 $1.86M - $2.03M
269K $20.4B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.22K
+ 3.13%
$50.79 - $76.4 $113K - $170K
73.3K $5.6B
RYT
Invesco S&P 500 Equal Weight T

ETFs
26.8K
+ 17.23%
N/A
183K $8.14B
XLI
Industrial Sector Spdr

ETFs
10.4K
+ 77.35%
$147.94 - $154.99 $1.54M - $1.61M
23.8K $3.68B
ISCG
Ishares Morningstar Small Cap

ETFs
515
+ 0.16%
$49.84 - $55.14 $25.7K - $28.4K
325K $17.6B
RDVY
First Trust Rising Dividend Ac

ETFs
12.7K
+ 14.54%
$62.38 - $67.29 $791K - $854K
100K $6.72B
XLE
Energy Sector Spdr

ETFs
9.84K
+ 38.83%
$84.25 - $91.99 $829K - $905K
35.2K $3.14B
FXH
First Tr Exchange Trd Fd Healt

ETFs
379
+ 0.25%
$98.56 - $110.68 $37.4K - $41.9K
152K $16.6B
XLP
Consumer Staples Sector Spdr

ETFs
22.9K
+ 5.59%
N/A
434K $34B
AVGO
Broadcom Inc.

Technology
1.24K
+ 30.82%
$264.74 - $369.57 $328K - $458K
5.26K $1.73B
MSFT
Microsoft Corp

Technology
75
+ 0.52%
$491.09 - $535.64 $36.8K - $40.2K
14.4K $7.45B
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 1.78%
$211.65 - $238.24 $288K - $324K
78K $17.1B
AEP
American Electric Power CO Inc

Utilities
2.35K
+ 99.79%
$103.26 - $115.0 $242K - $270K
4.7K $529M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
2.56K
+ 2.03%
$29.63 - $32.02 $75.8K - $81.9K
128K $3.96B
IVV
Ishares Core S&P 500 ETF

ETFs
243
+ 16.89%
$620.67 - $670.08 $151K - $163K
1.68K $1.13B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.86K
+ 9.07%
$16.46 - $17.1 $162K - $169K
119K $2.02B
MDIV
First Trust Multi Asset Divers

ETFs
8.57K
+ 3.66%
$15.87 - $16.26 $136K - $139K
243K $3.9B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.07K
+ 5.2%
$55.61 - $57.37 $171K - $176K
62.1K $3.55B
Series Portfolios Tr
6.21K
+ 7.0%
N/A
94.9K $2.55B
AMAX
Starboard Invt Tr Rh Hedged Mu
6.39K
+ 2.19%
$7.81 - $8.25 $49.9K - $52.7K
298K $2.44B
XOM
Exxon Mobil Corp

Energy
1.04K
+ 50.34%
$105.83 - $117.22 $110K - $122K
3.12K $352M
FE
Firstenergy Corp

Utilities
274
+ 2.21%
$39.76 - $45.82 $10.9K - $12.6K
12.7K $581M
VTI
Vanguard Total Stock Market Et

ETFs
92
+ 9.55%
$303.93 - $329.86 $28K - $30.3K
1.06K $346M
NEE
Nextera Energy Inc

Utilities
120
+ 2.48%
$69.77 - $77.54 $8.37K - $9.3K
4.96K $374M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 9.77%
$459.11 - $506.91 $19.3K - $21.3K
472 $237M
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.54%
$66.2 - $71.79 $1.19K - $1.29K
3.33K $228M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.06%
$150.47 - $161.22 $301 - $322
3.39K $521M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.37%
$157.77 - $183.27 $789 - $916
1.35K $218M
ISRG
Intuitive Surgical Inc

Healthcare
5.7K
+ 10.04%
$433.66 - $544.47 $2.47M - $3.1M
62.4K $27.9B
Activity Summary
Buys All Purchases 47 New Holdings 15 Increased Positions 32 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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