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:
Search and click to pin securities to the top
INVESCO QQQ TRUST, SERIES 1
Shares:1.8K
Value:$830.3K
92206C706
Shares:12.4K
Value:$736.6K
SPDR S&P 500 ETF TRUST
Shares:1.3K
Value:$711.4K
922908637
Shares:2.7K
Value:$691.5K
Western Midstream Partners, LP
Shares:16.7K
Value:$684.6K
921908844
Shares:3.5K
Value:$679.1K
78464A854
Shares:10.1K
Value:$664.0K
464287481
Shares:5.5K
Value:$640.4K
922908611
Shares:3.2K
Value:$603.0K
464287168
Shares:4.3K
Value:$570.9K
25434V500
Shares:9.3K
Value:$557.5K
25434V104
Shares:13.1K
Value:$505.4K
78464A805
Shares:7.2K
Value:$491.4K
25434V773
Shares:19.0K
Value:$490.0K
25434V401
Shares:8.1K
Value:$487.2K
ENBRIDGE INC
Shares:10.9K
Value:$483.7K
74348A467
Shares:4.6K
Value:$472.6K
808524201
Shares:20.8K
Value:$459.1K
464288646
Shares:8.4K
Value:$438.9K
25434V724
Shares:10.2K
Value:$421.5K