Rockline Wealth Management, LLC Portfolio Holdings

Rockline Wealth Management, LLC

  • $354 Billion
  • Q3 2024

Rockline Wealth Management, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $354 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $51B, Apple Inc. with a value of $34.7B, Microsoft Corp with a value of $23.1B, Meta Platforms, Inc. with a value of $12.1B, and Home Depot, Inc. with a value of $11.6B.

Examining the 13F form we can see an increase of $30.7B in the current position value, from $324B to 354B.

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 $354 Billion
Technology: $141 Billion
Consumer Cyclical: $37.4 Billion
Financial Services: $33.3 Billion
Healthcare: $30.8 Billion
Industrials: $29.4 Billion
Consumer Defensive: $27.1 Billion
Communication Services: $26.9 Billion
Utilities: $13.1 Billion
Other: $13.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$371B
$51 Billion 14.38% of portfolio
419,696
Q3 2024 Added 1.51%
$3.66T
$34.7 Billion 9.8% of portfolio
149,027
Q3 2024 Added 1.98%
$3.17T
$23.1 Billion 6.51% of portfolio
53,596
Q3 2024 Added 4.09%
$1.33T
$12.1 Billion 3.41% of portfolio
21,134
Q3 2024 Added 9.96%
$409B
$11.6 Billion 3.28% of portfolio
28,714
Q3 2024 Reduced 0.35%
$1.11T
$7.88 Billion 2.22% of portfolio
47,137
Q3 2024 Added 10.22%
$405B
$7.75 Billion 2.19% of portfolio
8,741
Q3 2024 Added 1.94%
$2.14T
$7.47 Billion 2.11% of portfolio
40,071
Q3 2024 Added 2.89%
$566B
$7.08 Billion 2.0% of portfolio
12,113
Q3 2024 Added 3.68%
$693B
$6.74 Billion 1.9% of portfolio
31,963
Q3 2024 Added 2.48%
$500B
$6.48 Billion 1.83% of portfolio
23,563
Q3 2024 Added 6.75%
$355B
$6.04 Billion 1.71% of portfolio
30,609
Q3 2024 Added 2.39%
$256B
$6.05 Billion 1.71% of portfolio
53,282
Q3 2024 Added 3.28%
$125B
$6 Billion 1.69% of portfolio
39,163
Q3 2024 Added 2.03%
$387B
$4.98 Billion 1.41% of portfolio
28,769
Q3 2024 Added 3.31%
$217B
$4.9 Billion 1.38% of portfolio
16,079
Q3 2024 Added 2.54%
$90.5B
$4.71 Billion 1.33% of portfolio
22,692
Q3 2024 Added 2.88%
$147B
$4.69 Billion 1.32% of portfolio
55,510
Q3 2024 Added 2.76%
$410B
$4.6 Billion 1.3% of portfolio
28,412
Q3 2024 Added 2.9%
$69.5B
$4.59 Billion 1.3% of portfolio
29,462
Q3 2024 Added 3.81%
$162B
$4.47 Billion 1.26% of portfolio
8,658
Q3 2024 Added 6.86%
$83.8B
$4.42 Billion 1.25% of portfolio
16,851
Q3 2024 Added 2.61%
$502B
$4.4 Billion 1.24% of portfolio
25,841
Q3 2024 Added 34.7%
$41.1B
$4.19 Billion 1.18% of portfolio
52,163
Q3 2024 Added 2.9%
$74.4B
$4.17 Billion 1.18% of portfolio
24,169
Q3 2024 Added 962.37%
$165B
$3.92 Billion 1.11% of portfolio
14,477
Q3 2024 Added 2.35%
$177B
$3.84 Billion 1.08% of portfolio
31,676
Q3 2024 Added 3.83%
$28.3B
$3.83 Billion 1.08% of portfolio
19,976
Q3 2024 Added 3.42%
$494B
$3.74 Billion 1.06% of portfolio
7,572
Q3 2024 Added 8.43%
$10.8B
$3.65 Billion 1.03% of portfolio
4,469
Q3 2024 Added 7.66%
$228B
$3.61 Billion 1.02% of portfolio
44,760
Q3 2024 Added 3.5%
$127B
$3.52 Billion 0.99% of portfolio
12,704
Q3 2024 Added 2.54%
$17.4B
$3.42 Billion 0.96% of portfolio
24,479
Q3 2024 Added 4.17%
$41.4B
$3.37 Billion 0.95% of portfolio
22,418
Q3 2024 Added 0.44%
$311B
$3.26 Billion 0.92% of portfolio
11,909
Q3 2024 Reduced 0.9%
$226B
$3.06 Billion 0.86% of portfolio
18,015
Q3 2024 Added 2.23%
$938B
$2.96 Billion 0.84% of portfolio
11,323
Q3 2024 Added 19.1%
$1.61B
$2.92 Billion 0.82% of portfolio
50,670
Q3 2024 Added 10.42%
$505B
$2.86 Billion 0.81% of portfolio
24,420
Q3 2024 Added 3.36%
$60.9B
$2.79 Billion 0.79% of portfolio
21,230
Q3 2024 Added 4.11%
$49.5B
$2.75 Billion 0.78% of portfolio
26,781
Q3 2024 Added 4.77%
$97.9B
$2.68 Billion 0.76% of portfolio
19,649
Q3 2024 Added 4.62%
$94.6B
$2.7 Billion 0.76% of portfolio
29,895
Q3 2024 Added 3.15%
$110B
$2.62 Billion 0.74% of portfolio
70,462
Q3 2024 Added 18.15%
$758B
$2.61 Billion 0.74% of portfolio
2,947
Q3 2024 Added 8.39%
$354B
$2.64 Billion 0.74% of portfolio
3,716
Q3 2024 Added 6.45%
$82.1B
$2.54 Billion 0.72% of portfolio
13,764
Q3 2024 Added 6.16%
$177B
$2.54 Billion 0.72% of portfolio
12,308
Q3 2024 Added 5.2%
$170B
$2.52 Billion 0.71% of portfolio
56,083
Q3 2024 Added 7.02%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $354 Billion
  • Prior Value $324 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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