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Home > Institutional Investor > Rockport Wealth Llc > Profile

Instuitional Investor - Rockport Wealth Llc

Fund Profile
Filing Period:
Fund Name: Rockport Wealth Llc
Portfolio Value $491,286,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 1,623,450 $70,473,959 14.34%
2.
Sector Spdr Trust
 XLB 433,536 $33,976,224 6.92%
3.
Ishares Tr
 404,166 $33,436,631 6.81%
4.
Intuitive Surgical Inc
 ISRG 62,438 $27,924,304 5.68%
5.
Ea Series Trust
 1,175,620 $23,841,574 4.85%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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