Rockwood Wealth Management, LLC Portfolio Holdings by Sector
Rockwood Wealth Management, LLC
- $1.14 Trillion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.21 Million
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET EPD WES ENB 4 stocks |
$4.42 Million
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$1.46 Million
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
DOMO 1 stocks |
$652,665
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
UVE 1 stocks |
$454,024
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$310,629
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
KWR 1 stocks |
$218,284
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KYN 1 stocks |
$159,395
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
BHC 1 stocks |
$89,811
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
DCGO 1 stocks |
$45,206
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NOTV 1 stocks |
$18,200
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CLSD 1 stocks |
$8,000
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
DFAC AVDE MEAR SPSB AVUS DFIC DFEM AVEM 86 stocks |
$0
98.83% of portfolio
|
  32  
|
  36  
|
  9  
|
- |
0
Calls
0
Puts
|