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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.97B
$3.65 Billion 1.03% of portfolio
4,469
Q3 2024 Added 7.66%
$5.21B
$321 Million 0.09% of portfolio
4,328
Q4 2023 New

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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