Rockwood Wealth Management, LLC Portfolio Holdings by Sector
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC AVDE MEAR SPSB DFEM DFIC AVUS SPIB 79 stocks |
$960 Million
98.64% of portfolio
|
  36  
|
  25  
|
  5  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET EPD WES ENB 4 stocks |
$4.61 Million
0.47% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.42 Million
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$2.4 Million
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
FHTX CLSD 2 stocks |
$400,930
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
UVE 1 stocks |
$388,041
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$312,518
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
KWR 1 stocks |
$234,118
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
DOMO 1 stocks |
$162,836
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KYN 1 stocks |
$160,773
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
BHC 1 stocks |
$87,248
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
DCGO 1 stocks |
$76,158
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NOTV 1 stocks |
$22,100
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|