Portfolio (Quarterly)
Guide ↗
Rockline Wealth Management, LLC
· CIK 0002005098| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MSI | MOTOROLA SOLUTIONS INC | Technology | 785 | $359K | 0.07% | SOLD |
| 2 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,403 | $291K | 0.06% | SOLD |
| 3 | APD | AIR PRODS & CHEMS INC | Basic Materials | 887 | $242K | 0.05% | SOLD |
| 4 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 3,649 | $228K | 0.05% | SOLD |
| 5 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,772 | $216K | 0.04% | SOLD |
| 6 | SPYV | SPDR SERIES TRUST | — | 3,647 | $202K | 0.04% | SOLD |
Sector Allocation
Technology
46.0%
Communication Services
10.7%
Financial Services
10.3%
Consumer Cyclical
8.7%
Industrials
8.6%
Consumer Defensive
5.5%
Healthcare
4.3%
Utilities
3.6%
Energy
1.4%
Basic Materials
1.0%