Rockport Wealth LLC Purchases and Sells in Q1 2025

Rockport Wealth LLC

$283 Billion
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	58.4K + 780.31%	$209.68 - $247.1 $12.2M - $14.4M	65.8K $14.6B
AMZN	64K + 1787.82%	$190.26 - $242.06 $12.2M - $15.5M	67.6K $12.9B
NVDA	79.6K + 3779.02%	$106.98 - $149.43 $8.52M - $11.9M	81.7K $8.86B
FDL	22.6K + 1.16%	$39.69 - $43.83 $897K - $990K	1.97M $85.8B
XLP	31.9K + 7.9%	N/A	436K $35.6B
WBIY	79.1K + 237.22%	$29.07 - $31.16 $2.3M - $2.46M	112K $3.32B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	77K New	$154.33 - $206.19 $11.9M - $15.9M	77K $11.9B
CIBR	141K New	$62.72 - $71.92 $8.85M - $10.1M	141K $8.88B
NLR	103K New	$73.27 - $96.21 $7.58M - $9.96M	103K $7.58B
HYLS	53.4K New	$40.95 - $41.77 $2.19M - $2.23M	53.4K $2.19B
SERIES PORTFOLIOS TR	79.3K New	N/A	79.3K $2.11B
SPDN	125K New	$10.62 - $11.83 $1.33M - $1.48M	125K $1.45B

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISRG	-9.69K - 14.68%	$476.63 - $610.45 $4.62M - $5.91M	56.3K $27.9B
AMAX	-143K - 33.4%	$7.38 - $7.99 $1.05M - $1.14M	285K $2.11B
CAPITAL GROUP CORE BALANCED	-40K - 40.91%	N/A	57.8K $1.79B
XLI	-7.68K - 33.77%	$128.78 - $141.67 $989K - $1.09M	15.1K $1.97B
MSFT	-510 - 3.5%	$375.39 - $447.2 $191K - $228K	14K $5.27B
JEPI	-2.34K - 3.95%	$56.17 - $59.71 $131K - $140K	56.9K $3.25B

Activity Summary All Purchases 27 New Holdings 10 Increased Positions 17 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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