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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.28B
$341 Million 0.08% of portfolio
4,285
Q2 2025 Reduced 7.73%

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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