Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROCKLINE WEALTH MANAGEMENT LLC | 05-01-2024 | 03-31-2024 | 93 | 286,079,241 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $37,415,518 | 41,409 | 0.01 | 0.01 | 2,580 | 6.64 | 03-31-2024 |
| APPLE INC | COM | 2 | $21,697,520 | 126,531 | 0.01 | 0.01 | 5,218 | 4.30 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $19,999,231 | 47,536 | 0.01 | 0.01 | 1,328 | 2.87 | 03-31-2024 |
| HOME DEPOT INC | COM | 4 | $10,303,301 | 26,860 | 0.00 | 0.00 | 299 | 1.13 | 03-31-2024 |
