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Portfolio (Quarterly) Guide ↗

Rockport Wealth LLC

· CIK 0002022866
13F Portfolio $491M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 91 New
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WPC WP CAREY INC Real Estate 6,271.0 $424K 0.09% NEW $67.57 +5.4%
62 EME EMCOR GROUP INC Industrials 616.0 $400K 0.08% NEW $649.54 +28.8%
63 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 13,330.0 $395K 0.08% NEW $29.62 +7.4%
64 IWB ISHARES TR 1,048.0 $383K 0.08% NEW $365.48 +11.7%
65 NEE NEXTERA ENERGY INC Utilities 4,956.0 $374K 0.08% NEW $75.49 +14.9%
66 VUG VANGUARD INDEX FDS 769.0 $369K 0.07% NEW $479.68 -81.9%
67 XOM EXXON MOBIL CORP Energy 3,118.0 $352K 0.07% NEW $112.75 +22.2%
68 GOOG ALPHABET INC Communication Services 1,438.0 $350K 0.07% NEW $243.55 +50.9%
69 VTI VANGUARD INDEX FDS 1,055.0 $346K 0.07% NEW $328.27 +12.7%
70 VOO VANGUARD INDEX FDS 553.0 $339K 0.07% NEW $612.38 +12.4%
71 VIKING HOLDINGS LTD 5,300.0 $329K 0.07% NEW $62.16
72 ATR APTARGROUP INC Healthcare 2,436.0 $326K 0.07% NEW $133.66 -10.0%
73 ITA ISHARES TR 1,337.0 $280K 0.06% NEW $209.26 +14.2%
74 T AT&T INC Communication Services 9,891.0 $279K 0.06% NEW $28.24 -22.1%
75 PSA PUBLIC STORAGE OPER CO Real Estate 944.0 $273K 0.06% NEW $288.85 +10.1%
76 TAFI AB ACTIVE ETFS INC 10,522.0 $267K 0.05% NEW $25.34 -0.6%
77 AEE AMEREN CORP Utilities 2,517.0 $263K 0.05% NEW $104.38 +4.1%
78 SMMU PIMCO ETF TR 5,000.0 $253K 0.05% NEW $50.57 -0.3%
79 CLOX SERIES PORTFOLIOS TR 9,447.0 $242K 0.05% NEW $25.57 +0.1%
80 SUSC ISHARES TR 10,127.0 $239K 0.05% NEW $23.56 -1.9%
Page 4 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Communication Services 21.9%
Healthcare 17.3%
Consumer Cyclical 10.5%
Financial Services 8.7%
Industrials 1.7%
Utilities 1.0%
Consumer Defensive 0.6%
Real Estate 0.4%
Energy 0.2%