Fund Holdings — Rockport Wealth LLC

Total Portfolio Value
$595.27M
Total Bought
$113.55M
Total Sold
$66.83M
Net Transaction
+$46.72M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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GLOBAL X FDS
US INFR DEV ETF
0367,703+367,703021,6653.64%+21,665
INTUITIVE SURGICAL INC14,08052,446+38,36661220,8573.50%+20,244
SELECT SECTOR SPDR TR
ST STR CARE ETF
27,861152,748+124,8874,08524,2354.07%+20,150
SELECT SECTOR SPDR TR
ST STR STAPL ETF
127,588250,746+123,15810,45720,8293.50%+10,372
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
369,306351,463-17,84323,16131,5795.31%+8,418
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
242,380267,458+25,07810,97117,2512.90%+6,280
TEMA ETF TRUST14,080214,839+200,7596126,5271.10%+5,914
GOLDMAN SACHS PHYSICAL GOLD(AAAU)0141,928+141,92805,6160.94%+5,616
ALPHABET INC(GOOG)91,11183,863-7,24826,19129,9705.03%+3,779
CELESTICA INC(CLS)57,81253,407-4,40516,27719,4833.27%+3,206
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
119,491137,702+18,2118,15911,1621.88%+3,003
FIRST TR EXCHANGE-TRADED FD885,584982,928+97,34444,97447,8298.03%+2,855
ISHARES TR210,407194,329-16,07816,57119,1033.21%+2,532
RBB FD INC
F/M US TREASURY
10,02956,095+46,0665002,7970.47%+2,297
CAMBRIA ETF TR260,085298,366+38,2818,62710,7471.81%+2,120
APPLE INC(AAPL)108,410101,678-6,73227,50529,4224.94%+1,917
NVIDIA CORPORATION(NVDA)115,161109,904-5,25720,09821,9913.69%+1,893
INVESCO QQQ TR7,8487,968+1204,5305,8680.99%+1,338
EA SERIES TRUST
STRIVE ENHANCED
3,684,5653,750,225+65,66074,59475,90512.75%+1,311
BROADCOM INC(AVGO)34,62131,706-2,91510,72111,9772.01%+1,256
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
92,30886,026-6,28210,22411,4631.93%+1,239
PROCURE ETF TRUST II
SPACE ETF
99,965111,741+11,7764,4795,6620.95%+1,182
FIRST TR EXCHANGE-TRADED FD14,08081,420+67,3406121,7150.29%+1,102
AMAZON COM INC(AMZN)73,03868,421-4,61715,22016,3072.74%+1,088
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
168,286157,442-10,8447,7778,8581.49%+1,080
PIMCO ETF TR
SHTRM MUN BD ACT
16,82334,470+17,6478491,7410.29%+892
JPMORGAN CHASE & CO(JPM)23,44323,44306,8967,6741.29%+778
VEEVA SYS INC(VEEV)03,625+3,62506430.11%+643
VANECK ETF TRUST
JP MRGAN EM LOC
194,607212,980+18,3734,8875,4440.91%+557
NORTHROP GRUMMAN CORP(NOC)0980+98004990.08%+499
PIMCO ETF TR
ENHAN SHRT MA AC
04,440+4,44004480.08%+448
CARNIVAL CORP LTD
COMMON SHARES
015,525+15,52504440.07%+444
TESLA INC(TSLA)0925+92503890.07%+389
MICRON TECHNOLOGY INC(MU)0300+30003460.06%+346
FIRST TR EXCHANGE TRADED FD
MULTI ASSET DI
257,149271,939+14,7904,1584,4940.75%+336
GLOBAL X FDS
NASDAQ 100 COVER
135,682142,721+7,0392,3272,6300.44%+303
REALTY INCOME CORP(O)04,729+4,72902930.05%+293
BOEING CO(BA)01,338+1,33802900.05%+290
BLACKROCK ETF TRUST II67,23272,375+5,1433,4853,7570.63%+272
PARKER-HANNIFIN CORP(PH)3,0093,00902,6942,9430.49%+249
ISHARES TR02,111+2,11102270.04%+227
VANGUARD BD INDEX FDS03,078+3,07802260.04%+226
ISHARES TR01,137+1,13702160.04%+216
ALTRIA GROUP INC(MO)02,829+2,82902040.03%+204
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0419+41902000.03%+200
ISHARES TR1,6821,68201,0991,2600.21%+161
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
40,50342,836+2,3332,2962,4190.41%+124
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
43,85546,861+3,0061,1251,2380.21%+113
ELI LILLY & CO(LLY)223226+32052710.05%+66
NEOS ETF TRUST
NASDAQ 100 HIGH
9,0649,06404505150.09%+64
STARBOARD INVT TR
ADAPTIVE HDGD MU
340,852362,053+21,2012,6182,6790.45%+61
ABBVIE INC(ABBV)1,6011,614+133484060.07%+58
ISHARES TR1,0481,04803744290.07%+55
EMCOR GROUP INC(EME)60060004434980.08%+55
HUNTINGTON BANCSHARES INC(HBAN)25,75025,75004034570.08%+54
NORTHERN TR CORP(NTRS)1,5571,55702172710.05%+53
PHILIP MORRIS INTL INC(PM)1,3591,529+1702252770.05%+52
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
21,76222,952+1,1908839330.16%+50
VANGUARD INDEX FDS55355303303800.06%+49
ISHARES TR1,1501,15002863340.06%+48
ISHARES TR1,9961,997+12482960.05%+48
VANGUARD INDEX FDS93493403003460.06%+46
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,1912,19104204660.08%+46
PUBLIC STORAGE(PSA)94494402563000.05%+45
ISHARES TR4,7825,317+5353804250.07%+45
WISDOMTREE TR(WT)4,5904,59004104420.07%+32
ALPS ETF TR
ALERIAN MLP
12,93413,743+8096817130.12%+32
ISHARES TR1,3371,33702923240.05%+32
NEOS ETF TRUST
NEOS S&P 500 HI
9,3309,264-664614920.08%+31
JOHNSON & JOHNSON(JNJ)3,6023,579-238809090.15%+28
AMERICAN ELEC PWR CO INC4,6994,69906166430.11%+27
WP CAREY INC(WPC)6,2716,27104264480.08%+22
BLACKROCK ETF TRUST II10,35910,35904975160.09%+19
WISDOMTREE TR(WT)4,0954,09502152310.04%+16
HOME DEPOT INC(HD)67567502222380.04%+16
BERKSHIRE HATHAWAY INC DEL43043002062150.04%+9
AMEREN CORP(AEE)2,5172,51702772850.05%+8
PROCTER & GAMBLE CO(PG)2,6042,605+13763820.06%+6
ENTERGY CORP NEW(ETR)1,8411,84102072110.04%+5
FS KKR CAP CORP(FSK)11,36711,36701161190.02%+4
PROSHARES TR
INVT INT RT HG
2,6982,686-122102100.04%+1
AB ACTIVE ETFS INC
TAX AWARE SHRT
9,6039,60302422420.04%0
ISHARES TR
ESG AWRE USD ETF
10,33110,33102392390.04%0
ISHARES TR6,1506,15006556550.11%-0
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
17,29417,249-455525520.09%-0
ISHARES TR14,08014,08006126120.10%-1
APTARGROUP INC2,4362,43603073050.05%-2
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
23,60023,425-1756036000.10%-3
PIMCO ETF TR
INTER MUN BD ACT
23,78823,476-3121,2411,2350.21%-7
ALPHABET INC(GOOG)1,4141,122-2924063960.07%-9
LOCKHEED MARTIN CORP(LMT)39639602392020.03%-38
FIRSTENERGY CORP(FE)12,35812,35806265870.10%-39
CHEVRON CORPORATION(CVX)1,6081,688+803332800.05%-53
ISHARES SILVER TR(SLV)4,5284,52803092420.04%-66
NEXTERA ENERGY INC(NEE)4,9364,435-5014583890.07%-69
SPROTT ASSET MANAGEMENT LP(PHYS)15,41515,615+2005464710.08%-75
SPDR SERIES TRUST
ST STR BLO 1 ETF
12,47911,260-1,2191,1441,0320.17%-112
EXXON MOBIL CORP4,4694,616+1477586310.11%-127
MSC INCOME FUND INC(MSIF)106,07397,151-8,9221,2901,1240.19%-166
MICROSOFT CORP(MSFT)14,74414,149-5955,4585,2780.89%-180
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Rockport Wealth LLC — 13F Holdings — Q2 2026 | TickerTrail