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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 $224,957,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Morningstar Divid L
 1,951,507 $78,567,652 34.92%
2.
Intuitive Surgical Inc
 ISRG 65,998 $34,448,238 15.31%
3.
Sector Spdr Trust
 XLB 403,783 $31,806,578 14.13%
4.
First Tr Exchange-Traded Fd
 118,140 $6,967,249 3.09%
5.
Microsoft Corp
 MSFT 14,556 $6,134,916 2.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)