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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 $514,101,639
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 1,611,576 $71,457,272 13.9%
2.
Intuitive Surgical Inc
 ISRG 57,060 $32,316,700 6.29%
3.
Ishares Tr
 402,303 $32,119,847 6.25%
4.
Alphabet Inc.
 GOOGL 96,438 $30,185,136 5.87%
5.
Ea Series Trust
 1,488,293 $30,123,064 5.86%
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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