Fund HoldingsRockport Wealth LLC

Total Portfolio Value
$549.26M
Total Bought
$149.13M
Total Sold
$112.48M
Net Transaction
+$36.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EA SERIES TRUST
STRIVE ENHANCED
1,488,2933,684,565+2,196,27230,12374,59413.58%+44,471
DIREXION SHARES ETF TRUST02,904,522+2,904,522028,9115.26%+28,911
FIRST TR EXCHANGE-TRADED FD
UTILITIES ALPH
0228,438+228,438011,3262.06%+11,326
SELECT SECTOR SPDR TR
ST STR STAPL ETF
2,797127,588+124,79121710,4571.90%+10,240
BROADCOM INC(AVGO)4,24234,621+30,3791,46810,7211.95%+9,253
APPLE INC(AAPL)78,352108,410+30,05821,30127,5055.01%+6,204
SELECT SECTOR SPDR TR
ST STR UTIL ETF
69,722149,261+79,5392,9766,8501.25%+3,873
SELECT SECTOR SPDR TR
ST STR ENERG ETF
93,501122,077+28,5764,1807,4781.36%+3,298
VANECK ETF TRUST
JP MRGAN EM LOC
78,884194,607+115,7232,0374,8870.89%+2,850
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
181,134242,380+61,2468,24310,9712.00%+2,727
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
285,990369,306+83,31620,43423,1614.22%+2,727
CAMBRIA ETF TR191,207260,085+68,8786,0178,6271.57%+2,610
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
86,393119,491+33,0986,0028,1591.49%+2,158
ISHARES INC57,57177,745+20,1743,9915,8491.06%+1,857
NVIDIA CORPORATION(NVDA)97,803115,161+17,35818,24020,0983.66%+1,857
FIRST TR EXCHANGE-TRADED FD066,761+66,76101,7040.31%+1,704
PROCURE ETF TRUST II
SPACE ETF
71,98699,965+27,9792,7824,4790.82%+1,697
BLACKROCK ETF TRUST II38,74367,232+28,4892,0053,4850.63%+1,480
VANECK ETF TRUST
GOLD MINERS ETF
053,809+53,80904,9380.90%+4,938
SELECT SECTOR SPDR TR
ST STR CARE ETF
20,27727,861+7,5843,1394,0850.74%+946
STATE STR SPDR S&P 500 ETF T(SPY)01,450+1,45009430.17%+943
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
97,37792,308-5,0699,57410,2241.86%+650
RBB FD INC
F/M US TREASURY
010,029+10,02905000.09%+500
BLACKROCK ETF TRUST II010,359+10,35904970.09%+497
ALPS ETF TR
ALERIAN MLP
5,63612,934+7,2982656810.12%+416
CARNIVAL CORP015,785+15,78504090.07%+409
VANECK ETF TRUST
URANI NUCLE ETF
0136,924+136,924018,2333.32%+18,233
MSC INCOME FUND INC72,660106,073+33,4139551,2900.23%+335
ISHARES SILVER TR(SLV)04,528+4,52803090.06%+309
ISHARES TR02,500+2,50002760.05%+276
SELECT SECTOR SPDR TR
ST STR INDL ETF
25,59326,075+4823,9704,2180.77%+248
JOHNSON & JOHNSON(JNJ)3,0983,602+5046418800.16%+239
LOCKHEED MARTIN CORP(LMT)0396+39602390.04%+239
HOME DEPOT INC(HD)0675+67502220.04%+222
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
15,31423,600+8,2863916030.11%+213
ENTERGY CORP NEW(ETR)01,841+1,84102070.04%+207
ELI LILLY & CO(LLY)0223+22302050.04%+205
EXXON MOBIL CORP4,8954,469-4265897580.14%+169
FIRST TR EXCHANGE TRADED FD
MULTI ASSET DI
256,715257,149+4344,0364,1580.76%+123
ABBVIE INC(ABBV)1,0971,601+5042513480.06%+98
CHEVRON CORPORATION(CVX)1,5751,608+332403330.06%+93
SPROTT ASSET MANAGEMENT LP(PHYS)14,01515,415+1,4004635460.10%+84
EMCOR GROUP INC(EME)60060003674430.08%+76
AMERICAN ELEC PWR CO INC4,6994,69905426160.11%+74
FIRSTENERGY CORP(FE)12,35812,35805536260.11%+73
NETFLIX INC.(NFLX)099,155+99,15509,5451.74%+9,545
NEXTERA ENERGY INC(NEE)4,9294,936+73964580.08%+63
AT&T INC(T)8,8529,416+5642202730.05%+53
PARKER-HANNIFIN CORP(PH)3,0093,00902,6452,6940.49%+49
WALMART INC(WMT)1,9452,010+652172500.05%+33
AMEREN CORP(AEE)2,5172,51702512770.05%+25
WP CAREY INC(WPC)6,2716,27104044260.08%+23
ISHARES TR13,53614,080+5445946120.11%+18
PUBLIC STORAGE OPER CO(PSA)94494402452560.05%+11
APTARGROUP INC2,4362,43602973070.06%+10
PIMCO ETF TR
INTER MUN BD ACT
23,52823,788+2601,2331,2410.23%+8
PHILIP MORRIS INTL INC(PM)1,3531,359+62172250.04%+8
ISHARES TR1,3371,33702872920.05%+5
NORTHERN TR CORP(NTRS)1,5571,55702132170.04%+5
ISHARES TR
ESG AWRE USD ETF
10,12710,331+2042372390.04%+2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,1912,19104204200.08%+1
ISHARES TR6,1506,15006566550.12%-1
PROSHARES TR
INVT INT RT HG
2,7072,698-92122100.04%-3
BERKSHIRE HATHAWAY INC DEL43043002162060.04%-10
ALPHABET INC(GOOG)1,3381,414+764204060.07%-14
VANGUARD INDEX FDS554553-13473300.06%-17
ISHARES TR1,0481,04803913740.07%-18
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
18,94317,294-1,6495735520.10%-21
VANGUARD INDEX FDS964934-303233000.05%-24
NEOS ETF TRUST
NEOS S&P 500 HI
9,3309,33004904610.08%-29
PALANTIR TECHNOLOGIES INC(PLTR)1,4941,584+902662320.04%-34
FS KKR CAP CORP(FSK)10,34911,367+1,0181531160.02%-38
NEOS ETF TRUST
NASDAQ 100 HIGH
9,0649,06404884500.08%-38
HUNTINGTON BANCSHARES INC(HBAN)25,71025,750+404464030.07%-43
ISHARES TR1,6821,68201,1521,0990.20%-53
AB ACTIVE ETFS INC
TAX AWARE SHRT
11,7099,603-2,1062952420.04%-53
ISHARES TR5,6224,782-8404533800.07%-73
STARBOARD INVT TR
ADAPTIVE HDGD MU
341,063340,852-2112,6942,6180.48%-77
SPDR SERIES TRUST
ST STR BLO 1 ETF
13,38712,479-9081,2231,1440.21%-80
GLOBAL X FDS
NASDAQ 100 COVER
136,865135,682-1,1832,4182,3270.42%-91
PROCTER & GAMBLE CO(PG)3,3832,604-7794853760.07%-109
PIMCO ETF TR
SHTRM MUN BD ACT
19,39116,823-2,5689788490.15%-129
SPROTT ASSET MANAGEMENT LP(CEF)29,80225,469-4,3331,3651,2150.22%-150
PROGRESSIVE CORP(PGR)8970-8972040-204
ISHARES TR1,2380-1,2382090-209
TESLA INC(TSLA)4940-4942220-222
RBB FD INC
F/M US TREASURY
4,7940-4,7942390-239
CISCO SYS INC(CSCO)3,3450-3,3452580-258
WISDOMTREE TR(WT)9,2784,095-5,1834792150.04%-264
VANGUARD INTL EQUITY INDEX F7,2990-7,2993920-392
ISHARES TR5,8881,996-3,8927082480.05%-459
CARNIVAL CORP15,8130-15,8134830-483
JPMORGAN CHASE & CO(JPM)23,18423,443+2597,4706,8961.26%-574
WISDOMTREE TR(WT)14,3614,590-9,7711,2654100.07%-855
ISHARES TR4,8461,150-3,6961,3422860.05%-1,056
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
51,33321,762-29,5712,1498830.16%-1,266
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
174,655168,286-6,3699,0597,7771.42%-1,281
INVESCO QQQ TR9,6107,848-1,7625,9044,5300.82%-1,374
MICROSOFT CORP(MSFT)14,14714,744+5976,8425,4580.99%-1,384
FIRST TR EXCHANGE-TRADED FD
HLTH CARE ALPH
151,750144,727-7,02317,27215,8842.89%-1,389
Page 1 of 1