Rockport Wealth LLC Purchases and Sells in Q4 2024

Rockport Wealth LLC

$225 Billion
Q4 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLP	369K + 1063.84%	N/A	404K $31.8B
FDL	320K + 19.6%	$39.59 - $43.95 $12.7M - $14.1M	1.95M $78.6B
MSFT	13.8K + 1719.5%	$406.35 - $454.46 $5.59M - $6.25M	14.6K $6.13B
ISRG	3.91K + 6.3%	$471.27 - $550.62 $1.84M - $2.15M	66K $34.4B
CAPITAL GROUP CORE BALANCED	88.8K + 987.18%	N/A	97.8K $3.06B
XLE	17.1K + 121.89%	$83.32 - $97.27 $1.43M - $1.66M	31.2K $2.73B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WBIY	33.3K New	$29.55 - $32.67 $985K - $1.09M	33.3K $992M
HQY	10K New	$78.18 - $104.65 $782K - $1.05M	10K $960M
UPS	6.3K New	$122.65 - $138.35 $772K - $871K	6.3K $794M
JMST	6.91K New	$50.67 - $50.9 $350K - $352K	6.91K $351M
TSLA	604 New	$213.65 - $479.86 $129K - $290K	604 $244M
D	3.98K New	$52.63 - $60.92 $209K - $242K	3.98K $214M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-91.9K - 99.23%	$521.84 - $558.82 $48M - $51.4M	714 $385M
QQQ	-97.8K - 99.23%	$481.22 - $538.17 $47.1M - $52.6M	760 $389M
XLV	-197K - 84.36%	$136.28 - $154.74 $26.9M - $30.5M	36.6K $5.26B
AAPL	-77.5K - 91.2%	$221.69 - $259.02 $17.2M - $20.1M	7.48K $1.81B
AMZN	-90.4K - 96.19%	$180.88 - $232.93 $16.4M - $21.1M	3.58K $785M
NVDA	-132K - 98.43%	$117.0 - $148.88 $15.4M - $19.6M	2.11K $283M

Activity Summary All Purchases 42 New Holdings 8 Increased Positions 34 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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