Rockline Wealth Management, LLC Top Holdings and 13F Report (2025) About Rockline Wealth Management, LLCInvestment ActivityRockline Wealth Management, LLC has $374.27 million in total holdings as of December 31, 2024.Rockline Wealth Management, LLC owns shares of 100 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 30.96% of the portfolio was purchased this quarter.About 3.41% of the portfolio was sold this quarter.This quarter, Rockline Wealth Management, LLC has purchased 93 new stocks and bought additional shares in 67 stocks.Rockline Wealth Management, LLC sold shares of 9 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $56,020,177Apple $37,044,129Microsoft $23,100,789Meta Platforms $12,997,821Home Depot $11,580,453 Largest New Holdings this Quarter LAM RESEARCH CORP $3,283,652 HoldingUber Technologies $950,946 HoldingBLACKROCK INC $859,045 HoldingPhilip Morris International $519,484 HoldingSPDR S&P MidCap 400 ETF Trust $486,992 Holding Largest Purchases this Quarter NVIDIA 375,749 shares (about $50.46M)Broadcom 23,734 shares (about $5.50M)Apple 21,397 shares (about $5.36M)Meta Platforms 7,457 shares (about $4.37M)Alphabet 20,962 shares (about $3.99M) Largest Sales this Quarter First Trust Dow Jones Internet Index Fund 769 shares (about $187.00K)Cisco Systems 994 shares (about $58.85K)Walt Disney 469 shares (about $52.22K)Alphabet 144 shares (about $27.26K)Analog Devices 80 shares (about $17.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRockline Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$56,020,177$50,459,359 ▲907.4%417,15815.0%Computer and TechnologyAAPLApple$37,044,129$5,358,237 ▲16.9%147,9289.9%Computer and TechnologyMSFTMicrosoft$23,100,789$3,064,313 ▲15.3%54,8066.2%Computer and TechnologyMETAMeta Platforms$12,997,821$4,366,176 ▲50.6%22,1993.5%Computer and TechnologyHDHome Depot$11,580,453$1,132,333 ▲10.8%29,7713.1%Retail/WholesaleGOOGAlphabet$9,428,681$3,992,002 ▲73.4%49,5102.5%Computer and TechnologyAMZNAmazon.com$9,012,770$1,872,934 ▲26.2%41,0812.4%Retail/WholesaleCOSTCostco Wholesale$8,216,203$700,947 ▲9.3%8,9672.2%Retail/WholesaleJPMJPMorgan Chase & Co.$7,953,104$661,600 ▲9.1%33,1782.1%FinanceVVisa$7,877,816$1,407,622 ▲21.8%24,9272.1%Business ServicesBXBlackstone$6,758,228$223,975 ▲3.4%39,1961.8%FinancePALANTIR TECHNOLOGIES INC$6,657,630$2,377,504 ▲55.5%88,0291.8%CL AUNHUnitedHealth Group$6,224,684$504,349 ▲8.8%12,3051.7%MedicalAVGOBroadcom$6,005,789$5,502,467 ▲1,093.2%25,9051.6%Computer and TechnologyABBVAbbVie$5,692,949$578,589 ▲11.3%32,0371.5%MedicalMRKMerck & Co., Inc.$5,560,308$942,170 ▲20.4%55,8941.5%MedicalPGProcter & Gamble$5,068,124$569,514 ▲12.7%30,2301.4%Consumer StaplesMCDMcDonald's$4,872,034$405,834 ▲9.1%16,8071.3%Retail/WholesaleWMWaste Management$4,780,752$376,132 ▲8.5%23,6921.3%Business ServicesTSLATesla$4,711,620$1,312,081 ▲38.6%11,6671.3%Auto/Tires/TrucksSPGIS&P Global$4,613,409$747,568 ▲19.3%9,2631.2%Business ServicesORCLOracle$4,566,097$1,478,262 ▲47.9%27,4011.2%Computer and TechnologyITWIllinois Tool Works$4,480,150$352,448 ▲8.5%17,6691.2%Industrial ProductsGDGeneral Dynamics$4,340,458$406,300 ▲10.3%16,4731.2%AerospaceJNJJohnson & Johnson$4,333,533$457,288 ▲11.8%29,9651.2%MedicalWMTWalmart$4,258,078$458,072 ▲12.1%47,1291.1%Retail/WholesaleTGTTarget$4,236,551$462,857 ▲12.3%31,3401.1%Retail/WholesaleNEENextEra Energy$4,193,723$512,225 ▲13.9%58,4981.1%UtilitiesMAMastercard$4,122,010$619,776 ▲17.7%7,8281.1%Business ServicesCRMSalesforce$4,082,838$172,514 ▲4.4%12,2121.1%Computer and TechnologyDOVDover$3,940,635$379,694 ▲10.7%21,0061.1%Industrial ProductsRTXRTX$3,914,459$479,659 ▲14.0%33,8271.0%AerospaceADPAutomatic Data Processing$3,905,233$651,897 ▲20.0%13,3411.0%Business ServicesLOWLowe's Companies$3,740,434$302,078 ▲8.8%15,1561.0%Retail/WholesaleNFLXNetflix$3,425,780$433,124 ▲14.5%3,8440.9%Consumer DiscretionaryLAM RESEARCH CORP$3,283,652$3,283,652 ▲New Holding45,4610.9%COM NEWCMGChipotle Mexican Grill$3,176,810$3,131,042 ▲6,841.1%52,6830.8%Retail/WholesaleMCHPMicrochip Technology$3,140,988$266,848 ▲9.3%54,7690.8%Computer and TechnologyGPCGenuine Parts$3,088,858$361,602 ▲13.3%26,4550.8%Retail/WholesalePNCThe PNC Financial Services Group$2,896,616$511,054 ▲21.4%15,0200.8%FinancePEPPepsiCo$2,875,599$232,043 ▲8.8%18,9110.8%Consumer StaplesXOMExxon Mobil$2,788,003$308,941 ▲12.5%25,9180.7%Oils/EnergyNUENucor$2,670,038$71,892 ▲2.8%22,8780.7%Basic MaterialsAEPAmerican Electric Power$2,665,428$341,802 ▲14.7%28,9000.7%UtilitiesUPSUnited Parcel Service$2,664,478$318,905 ▲13.6%21,1300.7%TransportationSOSouthern$2,611,783$267,706 ▲11.4%31,7270.7%UtilitiesPSXPhillips 66$2,559,270$296,212 ▲13.1%22,4640.7%Oils/EnergyTXNTexas Instruments$2,483,596$344,647 ▲16.1%13,2450.7%Computer and TechnologyVZVerizon Communications$2,467,277$560,343 ▲29.4%61,6970.7%Computer and TechnologyLLYEli Lilly and Company$2,390,884$430,004 ▲21.9%3,0970.6%MedicalPEGPublic Service Enterprise Group$2,200,955$481,929 ▲28.0%26,0500.6%UtilitiesKMBKimberly-Clark$2,157,757$301,250 ▲16.2%16,4670.6%Consumer StaplesPANWPalo Alto Networks$2,137,871$1,246,075 ▲139.7%11,7490.6%Computer and TechnologyDHRDanaher$1,540,995$430,413 ▲38.8%6,7130.4%Multi-Sector ConglomeratesNOWServiceNow$1,526,325$266,047 ▲21.1%1,4400.4%Computer and TechnologyMCOMoody's$1,371,457$190,309 ▲16.1%2,8970.4%FinanceADBEAdobe$1,282,242$191,180 ▲17.5%2,8840.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,255,009$563,318 ▲81.4%2,1410.3%FinanceGOOGLAlphabet$1,004,615$27,259 ▼-2.6%5,3070.3%Computer and TechnologyUBERUber Technologies$950,946$950,946 ▲New Holding15,7650.3%Computer and TechnologyZTSZoetis$948,760$148,269 ▲18.5%5,8230.3%MedicalBLACKROCK INC$859,045$859,045 ▲New Holding8380.2%COMTMOThermo Fisher Scientific$795,284$119,631 ▲17.7%1,5290.2%MedicalEDConsolidated Edison$668,957$10,261 ▲1.6%7,4970.2%UtilitiesINTUIntuit$617,287$99,948 ▲19.3%9820.2%Computer and TechnologyCAVACAVA Group$600,772$144,158 ▲31.6%5,3260.2%Retail/WholesaleFDNFirst Trust Dow Jones Internet Index Fund$563,668$186,998 ▼-24.9%2,3180.2%ETFPMPhilip Morris International$519,484$519,484 ▲New Holding4,3160.1%Consumer StaplesBRK.BBerkshire Hathaway$489,090$63,006 ▲14.8%1,0790.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$486,992$486,992 ▲New Holding8550.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$438,098$438,098 ▲New Holding4,9840.1%ETFCATCaterpillar$408,830$76,180 ▲22.9%1,1270.1%Industrial ProductsLINDE PLC$406,529$4,187 ▼-1.0%9710.1%SHSVIGVanguard Dividend Appreciation ETF$393,424$9,204 ▼-2.3%2,0090.1%ETFMLIMueller Industries$383,150$39,680 ▲11.6%4,8280.1%Industrial ProductsSUPER MICRO COMPUTER INC$365,760$365,760 ▲New Holding12,0000.1%COM NEWEMREmerson Electric$352,334$352,334 ▲New Holding2,8430.1%Industrial ProductsHONHoneywell International$345,838$345,838 ▲New Holding1,5310.1%Multi-Sector ConglomeratesCOINCoinbase Global$345,635$58,351 ▲20.3%1,3920.1%Business ServicesCMCSAComcast$334,241$55,056 ▲19.7%8,9060.1%Consumer DiscretionaryADIAnalog Devices$333,350$16,997 ▼-4.9%1,5690.1%Computer and TechnologyAMGNAmgen$313,289$11,468 ▼-3.5%1,2020.1%MedicalIBMInternational Business Machines$304,685$304,685 ▲New Holding1,3860.1%Computer and TechnologySHWSherwin-Williams$288,9410.0%8500.1%Basic MaterialsABTAbbott Laboratories$287,978$287,978 ▲New Holding2,5460.1%MedicalPAYXPaychex$270,4840.0%1,9290.1%Business ServicesAFLAflac$270,0820.0%2,6110.1%FinanceVUGVanguard Growth ETF$265,145$265,145 ▲New Holding6460.1%ETFTAT&T$260,831$260,831 ▲New Holding11,4550.1%Computer and TechnologyAPDAir Products and Chemicals$257,265$2,030 ▼-0.8%8870.1%Basic MaterialsCSCOCisco Systems$242,486$58,845 ▼-19.5%4,0960.1%Computer and TechnologyMOAltria Group$230,222$230,222 ▲New Holding4,4030.1%Consumer StaplesDISWalt Disney$227,266$52,223 ▼-18.7%2,0410.1%Consumer DiscretionaryALLAllstate$219,009$219,009 ▲New Holding1,1360.1%FinanceMDLZMondelez International$217,955$217,955 ▲New Holding3,6490.1%Consumer StaplesACNAccenture$217,7580.0%6190.1%Computer and TechnologyOKEONEOK$214,254$214,254 ▲New Holding2,1340.1%Oils/EnergyCBChubb$208,883$208,883 ▲New Holding7560.1%FinanceVOOVanguard S&P 500 ETF$205,287$205,287 ▲New Holding3810.1%ETFEWEdwards Lifesciences$205,211$205,211 ▲New Holding2,7720.1%MedicalShowing largest 100 holdings. 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