Rockwood Wealth Management, LLC Portfolio Holdings by Sector
Rockwood Wealth Management, LLC
- $926 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC AVDE MEAR SPSB DFIC AVUS DFEM VNQ 78 stocks |
$909 Million
98.65% of portfolio
|
40
|
24
|
10
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.31 Million
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD WES ENB 4 stocks |
$4.74 Million
0.51% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
FHTX CLSD 2 stocks |
$504,735
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
UVE 1 stocks |
$336,629
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$274,334
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
KWR 1 stocks |
$265,350
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FCF 1 stocks |
$249,394
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MLKN 1 stocks |
$216,957
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KYN 1 stocks |
$147,200
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
DCGO 1 stocks |
$124,386
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
BHC 1 stocks |
$104,240
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
DOMO 1 stocks |
$97,297
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NOTV 1 stocks |
$42,200
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
CUTR 1 stocks |
$3,478
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|