• 13F History

Rockline Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 22, 2025
Value $
$359M
Signature - Title
Gabriel M. Gallante - Owner, CEO & CCO
Location
Plainview, NY
Summary
This page shows a list of all the recent 13F filings made by Rockline Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rockline Wealth Management, LLC reported 95 stock holdings with total value $359M as of Q1 2025. Top holdings included NVDA, AAPL, MSFT, META, and HD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 95 $359M +$25.1M -$17.3M +$7.79M NVDA, AAPL, MSFT, META, HD 13F-HR 4/21/2025, 05:39 PM
Q4 2024 100 $374M +$18.7M -$6.49M +$12.2M NVDA, AAPL, MSFT, META, HD 13F-HR 1/24/2025, 05:39 PM
Q3 2024 101 $354M +$19.8M -$2.67M +$17.2M NVDA, AAPL, MSFT, META, HD 13F-HR 10/17/2024, 11:51 AM
Q2 2024 97 $324M +$72.2M -$5.36M +$66.8M NVDA, AAPL, MSFT, HD, META 13F-HR 8/1/2024, 02:53 PM
Q1 2024 93 $286M +$20.9M -$5.77M +$15.2M NVDA, AAPL, MSFT, HD, META 13F-HR 5/1/2024, 01:44 PM
Q4 2023 88 $241M AAPL, NVDA, MSFT, HD, UNH 13F-HR 1/12/2024, 02:42 PM