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Home > Institutional Investor > Rockline Wealth Management, Llc > Profile

Instuitional Investor - Rockline Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Rockline Wealth Management, Llc
Portfolio Value $359,379,638
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 419,298 $45,443,509 12.64%
2.
Apple Inc.
 AAPL 143,296 $31,830,344 8.86%
3.
Microsoft Corp
 MSFT 55,960 $21,006,740 5.85%
4.
Meta Platforms Inc.
 META 29,498 $17,001,480 4.73%
5.
Home Depot Inc.
 HD 30,337 $11,118,013 3.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)