SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Rockline Wealth Management, LLC

CIK 0002005098 · 2701 SUNRISE HWY, ISLIP TERRACE, NY, 11752 · 516-605-1624

Reported Value
$324M
Q2 2024
Positions
97
Filings on Record
10
2019–present window
Filed
Aug 1, 2024
original filing

Summary

Rockline Wealth Management, LLC reported $324M in U.S.-listed holdings across 97 positions for Q2 2024.

Its largest position, NVDA, represents 15.8% of the portfolio.

Compared with Q1 2024, the fund opened 12 new positions and exited 8.

Portfolio Metrics

Turnover
+3.7%
vs prior filed quarter
Top-10 Concentration
+49.4%
share of reported value
Largest Position
+15.8%
Nvidia Corporation
New / Exited
12 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $241MQ4 ’23Q1 ’24: $286MQ2 ’24: $324MQ2 ’24Q3 ’24: $354MQ4 ’24: $374MQ4 ’24Q1 ’25: $359MQ2 ’25: $423MQ2 ’25Q3 ’25: $483MQ4 ’25: $491MQ4 ’25Q1 ’26: $460Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 98.7%ETP: 1.1%Other: 0.1%ADR: 0.1%
  • Common Stock · 98.7% · $320M
  • ETP · 1.1% · $3M
  • Other · 0.1% · $426,085
  • ADR · 0.1% · $212,976

Quarter-over-Quarter Changes full breakdown →

vs Q1 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MDYSPDR S&P MIDCAP 400 ETF TRNEW+918918+$491,203$491,203
4I1PHILIP MORRIS INTL INCNEW+4.1K4.1K+$419,146$419,146
HONGBPHONEYWELL INTL INCNEW+1.5K1.5K+$326,929$326,929
EMREMERSON ELEC CONEW+2.8K2.8K+$313,184$313,184
SPDR SER TRNEW+3.6K3.6K+$289,189$289,189
VUGVANGUARD INDEX FDSNEW+758758+$283,495$283,495
ABTABBOTT LABSNEW+2.5K2.5K+$264,555$264,555
EWEDWARDS LIFESCIENCES CORPNEW+2.8K2.8K+$256,050$256,050

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2024

50 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM15.78%$51M413.5K
2AAPLAPPLE INChistory →COM9.51%$31M146.1K
3MSFTMICROSOFT CORPhistory →COM7.11%$23M51.5K
4HDHOME DEPOT INChistory →COM3.06%$10M28.8K
5METAMETA PLATFORMS INChistory →CL A2.99%$10M19.2K
6GOOGALPHABET INChistory →CAP STK CL C2.42%$8M42.8K
7AMZNAMAZON COM INChistory →COM2.33%$8M38.9K
8COSTCOSTCO WHSL CORP NEWhistory →COM2.25%$7M8.6K
9MRKMERCK & CO INChistory →COM1.97%$6M51.6K
10JPMJPMORGAN CHASE & CO.history →COM1.95%$6M31.2K
11UNHUNITEDHEALTH GROUP INChistory →COM1.84%$6M11.7K
12VVISA INChistory →COM CL A1.79%$6M22.1K
13ABBVABBVIE INChistory →COM1.58%$5M29.9K
14BXBLACKSTONE INChistory →COM1.47%$5M38.4K
15WMWASTE MGMT INC DELhistory →COM1.45%$5M22.1K
16MCHPMICROCHIP TECHNOLOGY INC.history →COM1.43%$5M50.7K
17PGPROCTER AND GAMBLE COhistory →COM1.42%$5M27.8K
18LRCXEURLAM RESEARCH CORPhistory →COM1.37%$4M4.2K
19GDGENERAL DYNAMICS CORPhistory →COM1.36%$4M15.2K
20DYHTARGET CORPhistory →COM1.30%$4M28.4K
21JNJJOHNSON & JOHNSONhistory →COM1.25%$4M27.6K
22MCDMCDONALDS CORPhistory →COM1.23%$4M15.7K
23ITWILLINOIS TOOL WKS INChistory →COM1.20%$4M16.4K
24NEENEXTERA ENERGY INChistory →COM1.18%$4M54.0K
25AVGOBROADCOM INChistory →COM1.13%$4M2.3K
26SPGIS&P GLOBAL INChistory →COM1.12%$4M8.1K
27NUENUCOR CORPhistory →COM1.09%$4M22.3K
28DOVDOVER CORPhistory →COM1.08%$3M19.3K
29GPCGENUINE PARTS COhistory →COM1.00%$3M23.5K
30LOWLOWES COS INCCOM0.96%$3M14.1K
31CRMSALESFORCE INCCOM0.95%$3M12.0K
32MAMASTERCARD INCORPORATEDCL A0.95%$3M7.0K
33RTXRTX CORPORATIONCOM0.95%$3M30.5K
34ADPAUTOMATIC DATA PROCESSING INCOM0.91%$3M12.4K
35WMTWALMART INCCOM0.90%$3M43.2K
36PEPPEPSICO INCCOM0.90%$3M17.6K
37PSXPHILLIPS 66COM0.89%$3M20.4K
38CMGCHIPOTLE MEXICAN GRILL INCCOM0.89%$3M45.9K
39EXMOCEXXON MOBIL CORPCOM0.84%$3M23.6K
40ORCLORACLE CORPCOM0.84%$3M19.2K
41UPSUNITED PARCEL SERVICE INCCL B0.79%$3M18.8K
42LLYELI LILLY & COCOM0.76%$2M2.7K
43NFLXNETFLIX INCCOM0.73%$2M3.5K
44TXNTEXAS INSTRS INCCOM0.70%$2M11.7K
45SOSOUTHERN COCOM0.69%$2M29.0K
46AEPAMERICAN ELEC PWR CO INCCOM0.69%$2M25.6K
47BACVERIZON COMMUNICATIONS INCCOM0.67%$2M52.4K
48KMBKIMBERLY-CLARK CORPCOM0.62%$2M14.6K
49PNCPNC FINL SVCS GROUP INCCOM0.62%$2M13.0K
50TSLATESLA INCCOM0.58%$2M9.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$460M108Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$491M105Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$483M103Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$423M98Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$359M95Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$374M100Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$354M101Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$324M97Aug 1, 202413F-HRchanges · EDGAR ↗
Q1 2024$286M93May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$241M88Jan 12, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.