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  Name: Rockline Wealth Management LLC
  City: Plainview
  State: NY
  Zip: 11803
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $286,082,000
  Total Value Change : $45,332,000
  Securities Held Change : 5
   
All Securities Held : 93
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 64
  Unchanged Positions : 11
  Decreased Positions : 11

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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVGO)1 Year Chart         AVGO Broadcom Limited 35 New $1,407.84 $2,877,000 2,171 1.01% 2,877,000 2,171 0.001    Semiconductor- Broad...
   (ED)1 Year Chart         ED Consolidated Edison Inc 65 New $94.43 $670,000 7,382 0.23% 670,000 7,382 0.002    Multi Utilities
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 79 New $237.65 $307,000 1,157 0.11% 307,000 1,157 0.001    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 81 New $166.36 $303,000 1,680 0.11% 303,000 1,680 0    Semiconductor- Broad...
   (CAVA)1 Year Chart         CAVA Cava Group, Inc. 83 New $82.93 $284,000 4,048 0.1% 284,000 4,048 0.004    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 92 New $0.00 $203,000 3,208 0.07% 203,000 3,208 0.001    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 93 New $883.88 $201,000 199 0.07% 201,000 199 0    Networking & Communic...

      7 Records Found
  1    
Page 1 of 1
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