Rockport Wealth LLC Sells in Q3 2024

Rockport Wealth LLC

  • $375 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-13.8K
- 94.52%
$395.15 - $467.56 $5.45M - $6.45M
800 $344M
Capital Group Core Balanced
-129K
- 93.5%
N/A
8.99K $279M
XHS
Spdr S&P Health Care Services

ETFs
-27K
- 72.97%
$88.45 - $100.0 $2.39M - $2.7M
10K $969M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
-18.1K
- 39.65%
$39.24 - $45.31 $709K - $819K
27.5K $1.22B
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.89K
- 23.73%
$194.66 - $225.97 $562K - $653K
9.28K $2.04B
XLE
Energy Sector Spdr

ETFs
-4.84K
- 25.65%
$84.35 - $93.39 $409K - $452K
14K $1.23B
BA
Boeing CO

Industrials
-744
- 35.51%
$152.04 - $190.6 $113K - $142K
1.35K $205M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.35K
- 22.87%
$65.15 - $72.97 $153K - $171K
7.91K $577M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.74K
- 23.11%
$41.9 - $48.26 $157K - $180K
12.4K $595M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.77K
- 14.56%
$77.02 - $85.06 $214K - $236K
16.3K $1.38B
FSK
Fs Kkr Capital Corp

Financial Services
-3.36K
- 22.84%
$18.74 - $20.43 $63K - $68.6K
11.4K $224M
CCL
Carnival Corp

Consumer Cyclical
-446
- 1.74%
$14.01 - $19.18 $6.25K - $8.55K
25.1K $465M
VUG
Vanguard Growth ETF

ETFs
-22
- 2.86%
$341.08 - $391.94 $7.5K - $8.62K
746 $286M
MUB
Ishares National Muni Bond ETF

ETFs
-62
- 2.12%
$106.13 - $108.7 $6.58K - $6.74K
2.86K $311M
PG
Procter & Gamble CO

Consumer Defensive
-99
- 3.15%
$160.76 - $177.82 $15.9K - $17.6K
3.04K $526M
PHYS
Sprott Physical Gold Trust

Financial Services
-3.4K
- 8.39%
$18.12 - $20.72 $61.6K - $70.4K
37.1K $757M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-981
- 5.37%
$46.17 - $51.13 $45.3K - $50.2K
17.3K $885M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.31K
- 6.2%
$71.86 - $78.56 $166K - $182K
35K $2.75B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-867
- 6.34%
$105.53 - $118.34 $91.5K - $103K
12.8K $1.5B
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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