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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed 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
   (AEVA)1 Year Chart         AEVA Aeva Technologies, Inc 95 Closed $3.41 $0 0 0% -8,000 -11,046 0    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware 94 Closed $40.53 $0 0 0% -1,833,000 -42,360 0    Domestic Regional Banks

      2 Records Found
  1    
Page 1 of 1
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