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 Market Cap. of $50 Millions to $300 Millions

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

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
Track This Portfolio

Track Rockline Wealth Management, LLC Portfolio

Follow Rockline Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockline Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockline Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email