| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTUITIVE SURGICAL INC | 2 | Q2 2024 | 15.3% |
| SELECT SECTOR SPDR TR | 2 | Q2 2024 | 13.3% |
| APPLE INC | 2 | Q2 2024 | 6.9% |
| MICROSOFT CORP | 2 | Q2 2024 | 4.1% |
| AMAZON COM INC | 2 | Q2 2024 | 6.3% |
| UTILITIES SELECT SECTOR SPDR FUND | 2 | Q2 2024 | 5.1% |
| PROSHARES TR S&P 500 ARISTOCRATS ETF | 2 | Q2 2024 | 2.7% |
| CAPITAL GROUP CORE BALANCED ETF | 2 | Q2 2024 | 1.9% |
| WISDOMTREE TR LARGECAP DIVID FD | 2 | Q2 2024 | 1.8% |
| STARBOARD INVT TR | 2 | Q2 2024 | 1.8% |
View Rockport Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-15 |
| 13F-HR/A | 2024-05-13 |
| 13F-HR/A | 2024-05-13 |
| 13F-HR | 2024-05-10 |
View Rockport Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.