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
$265B
$45.4 Billion 12.64% of portfolio
419,298
Q1 2025 Added 0.51%
$3.35T
$31.8 Billion 8.86% of portfolio
143,296
Q1 2025 Reduced 3.13%
$2.89T
$21 Billion 5.85% of portfolio
55,960
Q1 2025 Added 2.11%
$1.12T
$17 Billion 4.73% of portfolio
29,498
Q1 2025 Added 32.88%
$368B
$11.1 Billion 3.09% of portfolio
30,337
Q1 2025 Added 1.9%
$212B
$9.39 Billion 2.61% of portfolio
111,233
Q1 2025 Added 26.36%
$549B
$9.17 Billion 2.55% of portfolio
26,153
Q1 2025 Added 4.92%
$983B
$8.82 Billion 2.45% of portfolio
56,469
Q1 2025 Added 14.06%
$432B
$8.6 Billion 2.39% of portfolio
9,098
Q1 2025 Added 1.46%
$718B
$8.32 Billion 2.32% of portfolio
33,927
Q1 2025 Added 2.26%
$1.9T
$8.05 Billion 2.24% of portfolio
42,290
Q1 2025 Added 2.94%
$76.2B
$7.33 Billion 2.04% of portfolio
43,809
Q1 2025 Added 69.11%
$371B
$7.08 Billion 1.97% of portfolio
50,609
Q1 2025 Added 84.7%
$319B
$6.79 Billion 1.89% of portfolio
32,423
Q1 2025 Added 1.2%
$93.4B
$5.57 Billion 1.55% of portfolio
24,039
Q1 2025 Added 1.46%
$95.4B
$5.57 Billion 1.55% of portfolio
39,870
Q1 2025 Added 1.72%
$378B
$5.31 Billion 1.48% of portfolio
31,131
Q1 2025 Added 2.98%
$405B
$5.16 Billion 1.44% of portfolio
31,104
Q1 2025 Added 3.8%
$202B
$5.1 Billion 1.42% of portfolio
56,857
Q1 2025 Added 1.72%
$157B
$4.98 Billion 1.39% of portfolio
9,799
Q1 2025 Added 5.79%
$179B
$4.63 Billion 1.29% of portfolio
34,976
Q1 2025 Added 3.4%
$74.6B
$4.65 Billion 1.29% of portfolio
17,051
Q1 2025 Added 3.51%
$511B
$4.57 Billion 1.27% of portfolio
8,335
Q1 2025 Added 6.48%
$74.4B
$4.51 Billion 1.26% of portfolio
18,190
Q1 2025 Added 2.95%
$130B
$4.31 Billion 1.2% of portfolio
60,767
Q1 2025 Added 3.88%
$260B
$4.27 Billion 1.19% of portfolio
48,680
Q1 2025 Added 3.29%
$122B
$4.21 Billion 1.17% of portfolio
13,781
Q1 2025 Added 3.3%
$23.8B
$3.82 Billion 1.06% of portfolio
21,766
Q1 2025 Added 3.62%
$52.7B
$3.78 Billion 1.05% of portfolio
22,139
Q1 2025 Added 88.43%
$488B
$3.76 Billion 1.05% of portfolio
4,037
Q1 2025 Added 5.02%
$138B
$3.62 Billion 1.01% of portfolio
15,530
Q1 2025 Added 2.47%
Lam Research Corp
-
$3.49 Billion 0.97% of portfolio
-
Q1 2025 Added 5.61%
$265B
$3.44 Billion 0.96% of portfolio
12,805
Q1 2025 Added 4.86%
$43.9B
$3.41 Billion 0.95% of portfolio
32,670
Q1 2025 Added 4.24%
$54.8B
$3.3 Billion 0.92% of portfolio
30,187
Q1 2025 Added 4.45%
$16.5B
$3.29 Billion 0.91% of portfolio
27,595
Q1 2025 Added 4.31%
$453B
$3.2 Billion 0.89% of portfolio
26,869
Q1 2025 Added 3.67%
$819B
$3.14 Billion 0.87% of portfolio
12,123
Q1 2025 Added 3.91%
$99.1B
$3.03 Billion 0.84% of portfolio
32,954
Q1 2025 Added 3.87%
$180B
$2.97 Billion 0.83% of portfolio
65,507
Q1 2025 Added 6.18%
$186B
$2.96 Billion 0.82% of portfolio
19,728
Q1 2025 Added 4.32%
$50.4B
$2.9 Billion 0.81% of portfolio
23,466
Q1 2025 Added 4.46%
$1.37B
$2.83 Billion 0.79% of portfolio
56,377
Q1 2025 Added 7.01%
$64.5B
$2.79 Billion 0.78% of portfolio
15,882
Q1 2025 Added 5.74%
$29.6B
$2.79 Billion 0.78% of portfolio
23,225
Q1 2025 Added 1.52%
$817B
$2.74 Billion 0.76% of portfolio
3,313
Q1 2025 Added 6.97%
$177B
$2.5 Billion 0.7% of portfolio
13,908
Q1 2025 Added 5.01%
$44.7B
$2.46 Billion 0.68% of portfolio
17,282
Q1 2025 Added 4.95%
$40.8B
$2.26 Billion 0.63% of portfolio
27,477
Q1 2025 Added 5.48%

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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