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| Happy Holidays!! thanks for using AUM13F!! |
| Rockline Wealth Management LLC
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| CRD # | 324004 |
| SEC # | 801-127867 |
| CIK # | 0002005098 |
| AUM | $631.7 M (2025-01-31) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 516-605-1624 |
| Address | 255 Executive Drive Plainview, NY 11803 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 65.4 | ||
| Apple Inc | 28.9 | ||
| Microsoft Corp | 27.9 | ||
| Facebook Inc | 22.9 | ||
| Palantir Technologies Inc | 16.0 | ||
| Broadcom Inc | 12.4 | ||
| Oracle Corp | 11.7 | ||
| Home Depot Inc | 11.1 | ||
| Alphabet Inc | 10.4 | ||
| J P Morgan Chase & Co | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 51.7 |
| (b) Individuals (high net worth individuals) | 285 | 318.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 91.0 |
| (h) Charitable organizations | 2 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,007 | 477.5 |
| By Discretionary | ||
| Discretionary | 974 | 389.5 |
| Non-Discretionary | 33 | 88.0 |
| Total | 1,007 | 477.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.5 | |
| Total | 1,007 | 477.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002005098] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paragon Capital Management LLC
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|
KS | 0.6 |
|
Everest Consultants LLC
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|
NY | 0.6 |
|
Purkiss Capital Advisors LLC
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|
0.6 | |
|
Summit Investment Advisory Services LLC
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|
MN | 0.6 |
|
Intelligent Wealth Solutions LLC
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|
TX | 0.6 |
|
Great Hill Capital LLC
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|
0.6 | |
|
Mason & Associates Inc
✚
|
CA | 0.6 |
|
ERTS Wealth Advisors LLC
✚
|
MI | 0.6 |
|
Clune & Associates Ltd
✚
|
IL | 0.6 |
|
Woodstock Wealth Management Inc
✚
|
GA | 0.6 |