Rockwood-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-14
Total Holdings
97
Total Value
981167907
Accession Number
0001667731-25-000417
Form Type
13F-HR
Manager Name
Rockwood-Wealth-Management
Data Enrichment
69% identified
67 identified30 unidentified

Holdings

97 positions
Manager:
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464287507
Shares:45.4K
Value:$2.6M
Energy Transfer LP
Shares:131.7K
Value:$2.4M
BERKSHIRE HATHAWAY INC
Shares:3
Value:$2.4M
25434V864
Shares:49.7K
Value:$2.4M
922908736
Shares:6.3K
Value:$2.3M
25434V609
Shares:42.8K
Value:$2.2M
922908629
Shares:6.5K
Value:$1.7M
464287804
Shares:16.0K
Value:$1.7M
464287614
Shares:4.1K
Value:$1.5M
025072877
Shares:16.7K
Value:$1.5M
921937827
Shares:18.4K
Value:$1.4M
92204A702
Shares:2.6K
Value:$1.4M
46432F842
Shares:17.7K
Value:$1.3M
922908751
Shares:6.0K
Value:$1.3M
464287622
Shares:4.2K
Value:$1.3M
922042858
Shares:23.6K
Value:$1.1M
922908744
Shares:6.0K
Value:$1.0M
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:29.2K
Value:$997.5K
25434V815
Shares:33.1K
Value:$931.5K
464287309
Shares:9.1K
Value:$840.7K