Fund HoldingsRockport Wealth LLC

Total Portfolio Value
$514.10M
Total Bought
$100.06M
Total Sold
$106.70M
Net Transaction
-$6.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
DIREXION SHS ETF TR02,798,734+2,798,734026,3925.13%+26,392
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
097,377+97,37709,5741.86%+9,574
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
0174,655+174,65509,0591.76%+9,059
ISHARES TR092,647+92,64708,9221.74%+8,922
ALPHABET INC(GOOG)97,43096,438-99223,68530,1855.87%+6,500
EA SERIES TRUST
STRIVE ENHANCED
1,175,6201,488,293+312,67323,84230,1235.86%+6,281
ABSOLUTE SHS TR
WBI PWR FACTOR
0138,292+138,29204,4250.86%+4,425
INTUITIVE SURGICAL INC62,43857,060-5,37827,92432,3176.29%+4,392
SELECT SECTOR SPDR TR
ST STR ENERG ETF
093,501+93,50104,1800.81%+4,180
ISHARES INC057,571+57,57103,9910.78%+3,991
SELECT SECTOR SPDR TR
ST STR INDL ETF
025,593+25,59303,9700.77%+3,970
SELECT SECTOR SPDR TR
ST STR CARE ETF
020,277+20,27703,1390.61%+3,139
SELECT SECTOR SPDR TR
ST STR UTIL ETF
069,722+69,72202,9760.58%+2,976
PROCURE ETF TRUST II
SPACE ETF
071,986+71,98602,7820.54%+2,782
CELESTICA INC(CLS)62,44260,997-1,44515,38418,0313.51%+2,647
CAMBRIA ETF TR147,221191,207+43,9864,3036,0171.17%+1,714
SPDR SERIES TRUST
ST STR BLO 1 ETF
013,387+13,38701,2230.24%+1,223
INVESCO QQQ TR7,8429,610+1,7684,7085,9041.15%+1,195
APPLE INC(AAPL)79,03678,352-68420,12521,3014.14%+1,176
FIRST TR EXCHANGE-TRADED FD01,611,576+1,611,576071,45713.90%+71,457
PIMCO ETF TR
SHTRM MUN BD ACT
5,00019,391+14,3912539780.19%+725
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
151,798151,750-4816,64817,2723.36%+625
ISHARES TR013,536+13,53605940.12%+594
AMAZON COM INC(AMZN)77,98076,424-1,55617,12217,6403.43%+518
NEOS ETF TRUST
NEOS S&P 500 HI
09,330+9,33004900.10%+490
NEOS ETF TRUST
NASDAQ 100 HIGH
09,064+9,06404880.09%+488
SERIES PORTFOLIOS TR
ELDRIDGE BBB B
94,895114,221+19,3262,5453,0250.59%+479
ISHARES TR05,622+5,62204530.09%+453
GLOBAL X FDS
NASDAQ 100 COVER
118,578136,865+18,2872,0172,4180.47%+401
PARKER-HANNIFIN CORP(PH)3,0003,009+92,2742,6450.51%+370
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
62,12167,990+5,8693,5473,8920.76%+345
SPROTT ASSET MANAGEMENT LP(CEF)29,16229,802+6401,0701,3650.27%+295
ALPS ETF TR
ALERIAN MLP
05,636+5,63602650.05%+265
MSC INCOME FUND INC52,75272,660+19,9086939550.19%+262
STARBOARD INVT TR
ADAPTIVE HDGD MU
297,881341,063+43,1822,4412,6940.52%+253
CHEVRON CORP NEW(CVX)01,575+1,57502400.05%+240
RBB FD INC
F/M US TREASURY
04,794+4,79402390.05%+239
EXXON MOBIL CORP3,1184,895+1,7773525890.11%+238
TESLA INC(TSLA)0494+49402220.04%+222
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,797+2,79702170.04%+217
ISHARES TR01,238+1,23802090.04%+209
JPMORGAN CHASE & CO.(JPM)23,18423,18407,3137,4701.45%+157
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
9,44715,314+5,8672423910.08%+149
FIRST TR EXCHANGE TRADED FD
MULTI ASSET DI
242,979256,715+13,7363,8974,0360.78%+138
PIMCO ETF TR
INTER MUN BD ACT
21,20023,528+2,3281,1081,2330.24%+125
BLACKROCK ETF TRUST II36,42138,743+2,3221,8932,0050.39%+112
VANECK ETF TRUST
JP MRGAN EM LOC
75,57778,884+3,3071,9282,0370.40%+109
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
182,530181,134-1,3968,1378,2431.60%+106
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
17,47218,943+1,4715025730.11%+71
ALPHABET INC(GOOG)1,4381,338-1003504200.08%+70
SPROTT ASSET MANAGEMENT LP(PHYS)13,33014,015+6853954630.09%+68
JOHNSON & JOHNSON(JNJ)3,1103,098-125776410.12%+64
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
49,90551,333+1,4282,0992,1490.42%+50
PALANTIR TECHNOLOGIES INC(PLTR)1,2291,494+2652242660.05%+41
ABBVIE INC(ABBV)9221,097+1752132510.05%+37
CISCO SYS INC(CSCO)3,3273,345+182282580.05%+30
AB ACTIVE ETFS INC
TAX AWARE SHRT
10,52211,709+1,1872672950.06%+29
ISHARES TR1,6821,68201,1261,1520.22%+26
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
268,535285,990+17,45520,41120,4343.97%+23
NEXTERA ENERGY INC(NEE)4,9564,929-273743960.08%+22
WALMART INC(WMT)1,9451,94502002170.04%+16
AMERICAN ELEC PWR CO INC4,6994,69905295420.11%+13
CARNIVAL CORP16,32215,813-5094724830.09%+11
HUNTINGTON BANCSHARES INC(HBAN)25,21025,710+5004354460.09%+11
VANGUARD INDEX FDS553554+13393470.07%+9
ISHARES TR1,0481,04803833910.08%+8
ISHARES TR1,3371,33702802870.06%+7
ISHARES TR6,1506,15006576560.13%-0
PHILIP MORRIS INTL INC(PM)1,3471,353+62182170.04%-1
ISHARES TR
ESG AWRE USD ETF
10,12710,12702392370.05%-2
PROSHARES TR
INVT INT RT HG
2,7142,707-72142120.04%-2
NORTHERN TR CORP(NTRS)1,6341,557-772202130.04%-7
AMEREN CORP(AEE)2,5172,51702632510.05%-11
PROGRESSIVE CORP(PGR)89789702222040.04%-17
WP CAREY INC(WPC)6,2716,27104244040.08%-20
BERKSHIRE HATHAWAY INC DEL472430-422372160.04%-21
VANGUARD INDEX FDS1,055964-913463230.06%-23
PUBLIC STORAGE OPER CO(PSA)94494402732450.05%-28
FIRSTENERGY CORP(FE)12,68412,358-3265815530.11%-28
APTARGROUP INC2,4362,43603262970.06%-29
EMCOR GROUP INC(EME)616600-164003670.07%-33
PROCTER AND GAMBLE CO(PG)3,3903,383-75214850.09%-36
FS KKR CAP CORP(FSK)12,98710,349-2,6381941530.03%-41
AT&T INC(T)9,8918,852-1,0392792200.04%-59
NVIDIA CORPORATION(NVDA)98,58697,803-78318,39418,2403.55%-154
WISDOMTREE TR(WT)12,9649,278-3,6866784790.09%-199
LOCKHEED MARTIN CORP(LMT)4170-4172080-208
VANGUARD INTL EQUITY INDEX F11,3217,299-4,0226133920.08%-221
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,4082,191-1,2176464200.08%-227
BROADCOM INC(AVGO)5,2554,242-1,0131,7341,4680.29%-266
VIKING HOLDINGS LTD(VIK)5,3000-5,3003290-329
VANGUARD INDEX FDS7690-7693690-369
ISHARES TR9,3595,888-3,4711,1127080.14%-404
META PLATFORMS INC(META)6820-6825010-501
ISHARES TR13,5360-13,5365950-595
MICROSOFT CORP(MSFT)14,37614,147-2297,4466,8421.33%-604
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
99,97986,393-13,5866,7256,0021.17%-723
ISHARES TR7,9524,846-3,1062,1761,3420.26%-834
WISDOMTREE TR(WT)25,25714,361-10,8962,1981,2650.25%-933
SPDR SERIES TRUST
ST STR BLO 1 ETF
13,3870-13,3871,2280-1,228
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