Holdings

Rockwood Wealth Management, LLC

As of Jun 30, 2026, Rockwood Wealth Management, LLC reported 14 positions worth US$9.65M. Largest: Energy Transfer Lp, Berkshire Hathaway Inc. and Enterprise Products Partners L.p. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Energy Transfer Lp132KUS$2.53M+1,258Jun 30, 2026
Berkshire Hathaway Inc.2,993US$1.5M−4Jun 30, 2026
Enterprise Products Partners L.p.30,117US$1.11M+889Jun 30, 2026
Universal Insurance Holdings Inc23,869US$987Kno changeJun 30, 2026
Western Midstream Partners, Lp16,713US$731Kno changeJun 30, 2026
Enbridge Inc.10,830US$587K−90Jun 30, 2026
Taiwan Semiconductor Manufacturing Co., Ltd.1,120US$535K+34Jun 30, 2026
Ceco Environmental Corp.4,200US$381Kno changeJun 30, 2026
Royal Bank Of Canada1,552US$321K+6Jun 30, 2026
Six Flags Entertainment Corporation13,234US$282Kno changeJun 30, 2026