Rockline Wealth Management, LLC Portfolio Holdings

Rockline Wealth Management, LLC

  • $359 Billion
  • Q1 2025

Rockline Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $359 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45.4B, Apple Inc. with a value of $31.8B, Microsoft Corp with a value of $21B, Meta Platforms, Inc. with a value of $17B, and Home Depot, Inc. with a value of $11.1B.

Examining the 13F form we can see an decrease of $14.9B in the current position value, from $374B to 359B.

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 $359 Billion
Technology: $136 Billion
Financial Services: $38.2 Billion
Consumer Cyclical: $37.6 Billion
Communication Services: $34.3 Billion
Industrials: $30 Billion
Consumer Defensive: $28.2 Billion
Healthcare: $21.5 Billion
Utilities: $14.8 Billion
Other: $12.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $359 Billion
  • Prior Value $374 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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