Rockline Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $472 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.7M, Apple Inc. with a value of $35.7M, Microsoft Corp with a value of $29.1M, Meta Platforms, Inc. with a value of $23.8M, and Palantir Technologies Inc. with a value of $20.6M.
Examining the 13F form we can see an decrease of $422B in the current position value, from $423B to 472M.
Rockline Wealth Management, LLC is based out at Plainview, NY
Below you can find more details about Rockline Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$472 Million
Technology: $216 Million
Communication Services: $49.5 Million
Financial Services: $45.1 Million
Consumer Cyclical: $42.5 Million
Industrials: $39.6 Million
Consumer Defensive: $28.1 Million
Healthcare: $18.9 Million
Utilities: $17 Million
Other: $14.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
