Rockline Wealth Management, LLC Portfolio Holdings

Rockline Wealth Management, LLC

  • $374 Billion
  • Q4 2024

Rockline Wealth Management, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $374 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $56B, Apple Inc. with a value of $37B, Microsoft Corp with a value of $23.1B, Meta Platforms, Inc. with a value of $13B, and Home Depot, Inc. with a value of $11.6B.

Examining the 13F form we can see an increase of $19.9B in the current position value, from $354B to 374B.

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 $374 Billion
Technology: $151 Billion
Consumer Cyclical: $40.2 Billion
Financial Services: $36.8 Billion
Communication Services: $30.1 Billion
Industrials: $29.8 Billion
Healthcare: $28.3 Billion
Consumer Defensive: $27.8 Billion
Utilities: $12.3 Billion
Other: $12.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$56 Billion 14.97% of portfolio
417,158
Q4 2024 Reduced 0.6%
$3.57T
$37 Billion 9.9% of portfolio
147,928
Q4 2024 Reduced 0.74%
$2.8T
$23.1 Billion 6.17% of portfolio
54,806
Q4 2024 Added 2.26%
$1.3T
$13 Billion 3.47% of portfolio
22,199
Q4 2024 Added 5.04%
$375B
$11.6 Billion 3.09% of portfolio
29,771
Q4 2024 Added 3.68%
$951B
$9.43 Billion 2.52% of portfolio
49,510
Q4 2024 Added 5.03%
$1.94T
$9.01 Billion 2.41% of portfolio
41,081
Q4 2024 Added 2.52%
$419B
$8.22 Billion 2.2% of portfolio
8,967
Q4 2024 Added 2.59%
$720B
$7.95 Billion 2.12% of portfolio
33,178
Q4 2024 Added 3.8%
$573B
$7.88 Billion 2.1% of portfolio
24,927
Q4 2024 Added 5.79%
$99.1B
$6.76 Billion 1.81% of portfolio
39,196
Q4 2024 Added 0.08%
$166B
$6.66 Billion 1.78% of portfolio
88,029
Q4 2024 Added 24.93%
$490B
$6.22 Billion 1.66% of portfolio
12,305
Q4 2024 Added 1.59%
$67.8B
$6.01 Billion 1.6% of portfolio
25,905
Q4 2024 Added 7.18%
$370B
$5.69 Billion 1.52% of portfolio
32,037
Q4 2024 Added 4.67%
$227B
$5.56 Billion 1.49% of portfolio
55,894
Q4 2024 Added 4.9%
$230B
$4.87 Billion 1.3% of portfolio
16,807
Q4 2024 Added 4.53%
$95B
$4.78 Billion 1.28% of portfolio
23,692
Q4 2024 Added 4.41%
$818B
$4.71 Billion 1.26% of portfolio
11,667
Q4 2024 Added 3.04%
$166B
$4.61 Billion 1.23% of portfolio
9,263
Q4 2024 Added 6.99%
$377B
$4.57 Billion 1.22% of portfolio
27,401
Q4 2024 Added 6.04%
$76.2B
$4.48 Billion 1.2% of portfolio
17,669
Q4 2024 Added 4.85%
$434B
$4.33 Billion 1.16% of portfolio
29,965
Q4 2024 Added 5.47%
$74.8B
$4.34 Billion 1.16% of portfolio
16,473
Q4 2024 Added 4.84%
$238B
$4.26 Billion 1.14% of portfolio
47,129
Q4 2024 Added 5.29%
$48B
$4.24 Billion 1.13% of portfolio
31,340
Q4 2024 Added 6.37%
$139B
$4.19 Billion 1.12% of portfolio
58,498
Q4 2024 Added 5.38%
$523B
$4.12 Billion 1.1% of portfolio
7,828
Q4 2024 Added 3.38%
$268B
$4.08 Billion 1.09% of portfolio
12,212
Q4 2024 Added 2.54%
$24.7B
$3.94 Billion 1.05% of portfolio
21,006
Q4 2024 Added 5.16%
$195B
$3.91 Billion 1.05% of portfolio
33,827
Q4 2024 Added 6.79%
$127B
$3.91 Billion 1.04% of portfolio
13,341
Q4 2024 Added 5.01%
$145B
$3.74 Billion 1.0% of portfolio
15,156
Q4 2024 Added 4.69%
$415B
$3.43 Billion 0.92% of portfolio
3,844
Q4 2024 Added 3.44%
Lam Research Corp
-
$3.28 Billion 0.88% of portfolio
-
Q4 2024 New
$1.39B
$3.18 Billion 0.85% of portfolio
52,683
Q4 2024 Added 3.97%
$26.7B
$3.14 Billion 0.84% of portfolio
54,769
Q4 2024 Added 5.0%
$16.8B
$3.09 Billion 0.83% of portfolio
26,455
Q4 2024 Added 8.07%
$207B
$2.88 Billion 0.77% of portfolio
18,911
Q4 2024 Added 4.97%
$71B
$2.9 Billion 0.77% of portfolio
15,020
Q4 2024 Added 9.13%
$496B
$2.79 Billion 0.74% of portfolio
25,918
Q4 2024 Added 6.13%
$80.2B
$2.66 Billion 0.71% of portfolio
21,130
Q4 2024 Added 7.54%
$56.1B
$2.67 Billion 0.71% of portfolio
28,900
Q4 2024 Added 7.91%
$30.9B
$2.67 Billion 0.71% of portfolio
22,878
Q4 2024 Added 2.05%
$100B
$2.61 Billion 0.7% of portfolio
31,727
Q4 2024 Added 6.13%
$59.4B
$2.56 Billion 0.68% of portfolio
22,464
Q4 2024 Added 5.81%
$191B
$2.47 Billion 0.66% of portfolio
61,697
Q4 2024 Added 10.01%
$177B
$2.48 Billion 0.66% of portfolio
13,245
Q4 2024 Added 7.61%
$785B
$2.39 Billion 0.64% of portfolio
3,097
Q4 2024 Added 5.09%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $374 Billion
  • Prior Value $354 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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