Rockline Wealth Management, LLC Portfolio Holdings

Rockline Wealth Management, LLC

  • $324 Billion
  • Q2 2024

Rockline Wealth Management, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $324 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $51.1B, Apple Inc. with a value of $30.8B, Microsoft Corp with a value of $23B, Home Depot, Inc. with a value of $9.92B, and Meta Platforms, Inc. with a value of $9.69B.

Examining the 13F form we can see an increase of $37.5B in the current position value, from $286B to 324B.

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 $324 Billion
Technology: $134 Billion
Consumer Cyclical: $33.6 Billion
Financial Services: $28 Billion
Healthcare: $27.9 Billion
Industrials: $26.6 Billion
Consumer Defensive: $24.6 Billion
Communication Services: $23.9 Billion
Utilities: $10.7 Billion
Other: $13 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.49B
$2.87 Billion 0.89% of portfolio
45,887
Q2 2024 Added 5,945.72%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $324 Billion
  • Prior Value $286 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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