Rockwood Wealth Management, LLC
Top Portfolio Positions
20 positions ·
$13,165,266 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
4,137 | $2,690,456 | 20.44% | |
| ET |
Energy Transfer LP
Energy
|
131,192 | $2,532,005 | 19.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,019 | $1,742,506 | 13.24% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
29,228 | $1,105,987 | 8.40% | |
| UVE |
Universal Insurance Holdings, Inc.
Financial Services
|
23,869 | $815,365 | 6.19% | |
| WES |
Western Midstream Partners, LP
Energy
|
16,713 | $688,074 | 5.23% | |
| ENB |
Enbridge Inc
Energy
|
10,920 | $591,208 | 4.49% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
7,800 | $541,086 | 4.11% | |
| GLD |
Spdr Gold Trust
|
1,046 | $450,083 | 3.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,086 | $367,013 | 2.79% |
Portfolio Trend
18 quarters · across all stocks
Holdings in DOMO
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,934 | 54,227 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $393,849 | 46,720 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $740,028 | 46,719 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $652,664 | 46,719 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $162,835 | 20,984 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $95,410 | 13,476 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $101,204 | 13,476 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $104,034 | 13,476 | Shares | Sole | 2024-07-26 | |
| No 13F history on record for this holder in this stock. | ||||||