Rockline Wealth Management, LLC Portfolio Holdings

Rockline Wealth Management, LLC

  • $423 Billion
  • Q2 2025

Rockline Wealth Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $423 Billion 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 $65.4B, Apple Inc. with a value of $28.9B, Microsoft Corp with a value of $27.9B, Meta Platforms, Inc. with a value of $22.9B, and Palantir Technologies Inc. with a value of $16B.

Examining the 13F form we can see an increase of $63.3B in the current position value, from $359B to 423B.

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 $423 Billion
Technology: $181 Billion
Communication Services: $43.5 Billion
Financial Services: $41.6 Billion
Consumer Cyclical: $40.1 Billion
Industrials: $32.2 Billion
Consumer Defensive: $28.2 Billion
Healthcare: $18.9 Billion
Utilities: $15.8 Billion
Other: $13.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$65.4 Billion 15.46% of portfolio
413,683
Q2 2025 Reduced 1.34%
$3.69T
$28.9 Billion 6.84% of portfolio
140,871
Q2 2025 Reduced 1.69%
$3.95T
$27.9 Billion 6.6% of portfolio
56,074
Q2 2025 Added 0.2%
$1.78T
$22.9 Billion 5.41% of portfolio
30,969
Q2 2025 Added 4.99%
$367B
$16 Billion 3.79% of portfolio
117,590
Q2 2025 Added 5.72%
$127B
$12.4 Billion 2.93% of portfolio
44,866
Q2 2025 Added 2.41%
$684B
$11.7 Billion 2.76% of portfolio
53,296
Q2 2025 Added 5.31%
$405B
$11.1 Billion 2.63% of portfolio
30,370
Q2 2025 Added 0.11%
$1.24T
$10.4 Billion 2.46% of portfolio
58,570
Q2 2025 Added 3.72%
$859B
$9.87 Billion 2.34% of portfolio
34,041
Q2 2025 Added 0.34%
$551B
$9.57 Billion 2.26% of portfolio
26,943
Q2 2025 Added 3.02%
$2.26T
$9.49 Billion 2.25% of portfolio
43,267
Q2 2025 Added 2.31%
$439B
$9.19 Billion 2.17% of portfolio
9,283
Q2 2025 Added 2.03%
$281B
$7.94 Billion 1.88% of portfolio
81,195
Q2 2025 Added 66.79%
$351B
$6.06 Billion 1.43% of portfolio
32,637
Q2 2025 Added 0.66%
$123B
$5.98 Billion 1.41% of portfolio
39,955
Q2 2025 Added 0.21%
$95.6B
$5.54 Billion 1.31% of portfolio
24,208
Q2 2025 Added 0.7%
$182B
$5.34 Billion 1.26% of portfolio
10,133
Q2 2025 Added 3.41%
$229B
$5.19 Billion 1.23% of portfolio
35,517
Q2 2025 Added 1.55%
$222B
$5.08 Billion 1.2% of portfolio
17,377
Q2 2025 Added 0.7%
$86.2B
$4.99 Billion 1.18% of portfolio
17,118
Q2 2025 Added 0.39%
Lam Research Corp
-
$4.95 Billion 1.17% of portfolio
-
Q2 2025 Added 5.97%
$368B
$4.96 Billion 1.17% of portfolio
31,158
Q2 2025 Added 0.09%
$548B
$4.92 Billion 1.16% of portfolio
8,752
Q2 2025 Added 5.0%
$52.5B
$4.86 Billion 1.15% of portfolio
23,737
Q2 2025 Added 7.22%
$452B
$4.81 Billion 1.14% of portfolio
31,504
Q2 2025 Added 1.29%
$80B
$4.5 Billion 1.07% of portfolio
18,208
Q2 2025 Added 0.1%
$203B
$4.37 Billion 1.03% of portfolio
55,231
Q2 2025 Reduced 2.86%
$124B
$4.29 Billion 1.02% of portfolio
13,916
Q2 2025 Added 0.98%
$1.08T
$4.28 Billion 1.01% of portfolio
13,485
Q2 2025 Added 11.23%
$141B
$4.21 Billion 1.0% of portfolio
60,715
Q2 2025 Reduced 0.09%
$25B
$3.95 Billion 0.93% of portfolio
21,565
Q2 2025 Reduced 0.92%
$232B
$3.68 Billion 0.87% of portfolio
13,503
Q2 2025 Added 5.45%
$152B
$3.45 Billion 0.82% of portfolio
15,538
Q2 2025 Added 0.05%
$19B
$3.38 Billion 0.8% of portfolio
27,853
Q2 2025 Added 0.93%
$1.19B
$3.28 Billion 0.78% of portfolio
58,381
Q2 2025 Added 3.55%
$57.5B
$3.17 Billion 0.75% of portfolio
30,596
Q2 2025 Added 1.35%
$102B
$3.06 Billion 0.72% of portfolio
33,317
Q2 2025 Added 1.1%
$36.3B
$2.99 Billion 0.71% of portfolio
23,102
Q2 2025 Reduced 0.53%
$77.3B
$2.98 Billion 0.7% of portfolio
15,963
Q2 2025 Added 0.51%
$177B
$2.92 Billion 0.69% of portfolio
14,058
Q2 2025 Added 1.08%
$442B
$2.89 Billion 0.68% of portfolio
26,840
Q2 2025 Reduced 0.11%
$182B
$2.88 Billion 0.68% of portfolio
66,658
Q2 2025 Added 1.76%
$608B
$2.78 Billion 0.66% of portfolio
3,565
Q2 2025 Added 7.61%
$57.7B
$2.75 Billion 0.65% of portfolio
23,070
Q2 2025 Reduced 1.69%
$202B
$2.59 Billion 0.61% of portfolio
19,580
Q2 2025 Reduced 0.75%
$43.8B
$2.34 Billion 0.55% of portfolio
27,836
Q2 2025 Added 1.31%
$45.1B
$2.27 Billion 0.54% of portfolio
17,614
Q2 2025 Added 1.92%
$182B
$2.14 Billion 0.51% of portfolio
22,948
Q2 2025 Added 26.53%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $423 Billion
  • Prior Value $359 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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