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 Market Cap. of $10 Billions to $200 Billions
