Holdings of Rockline Wealth Management, LLC
104 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 49.8 % of the equity sleeve
Sector breakdown
- Technology 42.9 %
- Industrials 12.3 %
- Communication 10.3 %
- Consumer discretionary 7.7 %
- Consumer staples 5.9 %
- Financials 5.5 %
- Health care 4.7 %
- Utilities 3.3 %
- Energy 2.1 %
- Materials 1.0 %
- Funds 0.1 %
- Unattributed 4.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 104 | 458.5M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Air Products and Chemicals Inc | 701 | 203.6K $ | |
| 102 | S&P Global Inc | 476 | 202.5K $ | |
| 103 | SPDR Series Trust | 2,644 | 202.4K $ | |
| 104 | Emerson Electric Co. | 1,536 | 201.2K $ |