Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Rockline Wealth Management LLC
  City: Plainview
  State: NY
  Zip: 11803
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BLK)1 Year Chart         BLK BlackRock Inc A 64 - $781.90 $686,000 823 0.24% 18,000 0 0    Investment Brokerage ...
   (FDN)1 Year Chart         FDN First Trust Dow Jones Inter... 67 - $201.55 $633,000 3,087 0.22% 57,000 0 0.006    Closed - End Fund - E...
   (LIN)1 Year Chart         LIN Linde Plc 71 - $435.57 $455,000 981 0.16% 52,000 0 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc 74 - $305.84 $354,000 1,246 0.12% -5,000 0 0    Biotechnology
   (CAT)1 Year Chart         CAT Caterpillar Inc 75 - $348.90 $336,000 917 0.12% 65,000 0 0    Farm & Construction M...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 78 - $38.54 $322,000 7,439 0.11% -4,000 0 0    CATV Systems
   (SHW)1 Year Chart         SHW Sherwin Williams Co 82 - $304.84 $295,000 850 0.1% 30,000 0 0    General Building Mate...
   (MLI)1 Year Chart         MLI Mueller Industries Inc 87 - $59.10 $233,000 4,328 0.08% 29,000 0 0.004    Metal Fabrication
   (AFL)1 Year Chart         AFL AFLAC Inc 89 - $87.69 $224,000 2,611 0.08% 9,000 0 0    Life & Health Insurance
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 90 - $264.61 $217,000 894 0.08% -28,000 0 0    Diversified Chemicals
   (ACN)1 Year Chart         ACN Accenture Plc 91 - $300.99 $215,000 619 0.08% -2,000 0 0    Management Services

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results