Rockport Wealth LLC Incresed Positions in Q3 2024

Rockport Wealth LLC

  • $375 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
17.6K
+ 8.16%
$143.3 - $157.24 $2.53M - $2.77M
234K $36B
XLU
Utilities Sector Spdr

ETFs
26.4K
+ 14.93%
$67.67 - $80.78 $1.79M - $2.13M
203K $16.4B
AAPL
Apple Inc.

Technology
7.47K
+ 9.64%
$207.23 - $234.82 $1.55M - $1.75M
85K $19.8B
ISRG
Intuitive Surgical Inc

Healthcare
614
+ 1.0%
$416.14 - $494.01 $256K - $303K
62.1K $30.5B
AMZN
Amazon Com Inc

Consumer Cyclical
17.3K
+ 22.5%
$161.02 - $200.0 $2.78M - $3.45M
94K $17.5B
IHE
Ishares Tr

ETFs
23.3K
+ 12.81%
$65.61 - $72.86 $1.53M - $1.7M
206K $14.5B
XLP
Consumer Staples Sector Spdr

ETFs
9.55K
+ 37.99%
$76.04 - $76.04 $726K - $726K
34.7K $2.88B
NVDA
Nvidia Corp

Technology
9.62K
+ 7.74%
$98.91 - $134.91 $951K - $1.3M
134K $16.3B
XLI
Industrial Sector Spdr

ETFs
4.69K
+ 40.62%
$120.56 - $135.44 $565K - $635K
16.2K $2.2B
MDIV
First Trust Multi Asset Divers

ETFs
35.1K
+ 78.31%
$15.69 - $16.76 $551K - $589K
80K $1.33B
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
18.6K
+ 136.29%
$22.21 - $23.14 $413K - $430K
32.2K $743M
RYT
Invesco S&P 500 Equal Weight T

ETFs
10.2K
+ 46.83%
N/A
32.1K $1.21B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.2K
+ 10.54%
$33.89 - $41.64 $142K - $175K
44K $1.75B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.87K
+ 8.51%
$54.98 - $59.51 $213K - $230K
49.4K $2.94B
YYY
Amplify ETF Tr High Income ETF

ETFs
21.9K
+ 16.07%
$11.48 - $12.36 $252K - $271K
158K $1.95B
AMAX
Starboard Invt Tr Rh Hedged Mu
28.2K
+ 8.23%
$7.58 - $8.16 $214K - $230K
371K $3B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.9K
+ 20.17%
$19.48 - $20.97 $212K - $228K
64.7K $1.34B
VTI
Vanguard Total Stock Market Et

ETFs
762
+ 79.87%
$255.18 - $283.2 $194K - $216K
1.72K $486M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.97K
+ 15.22%
$16.42 - $18.12 $164K - $181K
75.4K $1.36B
WPC
W. P. Carey Inc.

Real Estate
489
+ 8.46%
$54.63 - $63.96 $26.7K - $31.3K
6.27K $391M
AVGO
Broadcom Inc.

Technology
3.75K
+ 900.0%
$136.27 - $1745.86 $511K - $6.55M
4.17K $719M
DKNG
Draft Kings Inc.

Consumer Cyclical
572
+ 6.37%
$29.85 - $41.1 $17.1K - $23.5K
9.55K $374M
Activity Summary
Buys All Purchases 38 New Holdings 15 Increased Positions 23 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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