Rockline Wealth Management, LLC Top Holdings and 13F Report (2025) About Rockline Wealth Management, LLCInvestment ActivityRockline Wealth Management, LLC has $359.38 million in total holdings as of March 31, 2025.Rockline Wealth Management, LLC owns shares of 95 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.98% of the portfolio was purchased this quarter.About 4.81% of the portfolio was sold this quarter.This quarter, Rockline Wealth Management, LLC has purchased 100 new stocks and bought additional shares in 64 stocks.Rockline Wealth Management, LLC sold shares of 5 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $45,443,509Apple $31,830,344Microsoft $21,006,740Meta Platforms $17,001,480Home Depot $11,118,013 Largest New Holdings this Quarter 92840M102 - Vistra $1,104,053 Holding92537N108 - Vertiv $921,835 Holding988498101 - Yum! Brands $212,121 Holding Largest Purchases this Quarter Meta Platforms 7,299 shares (about $4.21M)Oracle 23,208 shares (about $3.24M)Broadcom 17,904 shares (about $3.00M)PALANTIR TECHNOLOGIES INC 23,204 shares (about $1.96M)Palo Alto Networks 10,390 shares (about $1.77M) Largest Sales this Quarter Apple 4,632 shares (about $1.03M)Mueller Industries 184 shares (about $14.01K)Emerson Electric 105 shares (about $11.51K)First Trust Dow Jones Internet Index Fund 49 shares (about $10.89K)Vanguard Dividend Appreciation ETF 29 shares (about $5.63K) 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$45,443,509$231,933 ▲0.5%419,29812.6%Computer and TechnologyAAPLApple$31,830,344$1,028,906 ▼-3.1%143,2968.9%Computer and TechnologyMSFTMicrosoft$21,006,740$433,198 ▲2.1%55,9605.8%Computer and TechnologyMETAMeta Platforms$17,001,480$4,206,855 ▲32.9%29,4984.7%Computer and TechnologyHDHome Depot$11,118,013$207,430 ▲1.9%30,3373.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$9,388,066$1,958,418 ▲26.4%111,2332.6%CL AVVisa$9,165,482$429,659 ▲4.9%26,1532.6%Business ServicesGOOGAlphabet$8,822,157$1,087,205 ▲14.1%56,4692.5%Computer and TechnologyCOSTCostco Wholesale$8,604,714$123,897 ▲1.5%9,0982.4%Retail/WholesaleJPMJPMorgan Chase & Co.$8,322,313$183,730 ▲2.3%33,9272.3%FinanceAMZNAmazon.com$8,046,085$230,024 ▲2.9%42,2902.2%Retail/WholesaleAVGOBroadcom$7,334,936$2,997,665 ▲69.1%43,8092.0%Computer and TechnologyORCLOracle$7,075,659$3,244,717 ▲84.7%50,6092.0%Computer and TechnologyABBVAbbVie$6,793,215$80,874 ▲1.2%32,4231.9%MedicalBXBlackstone$5,573,061$94,212 ▲1.7%39,8701.6%FinanceWMWaste Management$5,565,223$80,333 ▲1.5%24,0391.5%Business ServicesMCDMcDonald's$5,390,407$140,562 ▲2.7%17,2571.5%Retail/WholesalePGProcter & Gamble$5,305,372$153,549 ▲3.0%31,1311.5%Consumer StaplesJNJJohnson & Johnson$5,158,287$188,892 ▲3.8%31,1041.4%MedicalMRKMerck & Co., Inc.$5,103,472$86,439 ▲1.7%56,8571.4%MedicalSPGIS&P Global$4,979,061$272,352 ▲5.8%9,7991.4%Business ServicesGDGeneral Dynamics$4,647,762$157,551 ▲3.5%17,0511.3%AerospaceRTXRTX$4,632,924$152,197 ▲3.4%34,9761.3%AerospaceMAMastercard$4,568,566$277,896 ▲6.5%8,3351.3%Business ServicesITWIllinois Tool Works$4,511,276$129,212 ▲2.9%18,1901.3%IndustrialsNEENextEra Energy$4,307,763$160,849 ▲3.9%60,7671.2%UtilitiesWMTWalmart$4,273,590$136,161 ▲3.3%48,6801.2%Retail/WholesaleADPAutomatic Data Processing$4,210,438$134,431 ▲3.3%13,7811.2%Business ServicesDOVDover$3,823,760$133,514 ▲3.6%21,7661.1%IndustrialsPANWPalo Alto Networks$3,777,811$1,772,955 ▲88.4%22,1391.1%Computer and TechnologyNFLXNetflix$3,764,218$179,959 ▲5.0%4,0371.0%Consumer DiscretionaryLOWLowe's Companies$3,622,007$87,227 ▲2.5%15,5301.0%Retail/WholesaleLAM RESEARCH CORP$3,490,478$185,458 ▲5.6%48,0121.0%COM NEWCRMSalesforce$3,436,349$159,137 ▲4.9%12,8051.0%Computer and TechnologyTGTTarget$3,409,434$138,799 ▲4.2%32,6700.9%Retail/WholesaleAEPAmerican Electric Power$3,298,506$140,629 ▲4.5%30,1870.9%UtilitiesGPCGenuine Parts$3,287,648$135,819 ▲4.3%27,5950.9%Retail/WholesaleXOMExxon Mobil$3,195,548$113,103 ▲3.7%26,8690.9%EnergyTSLATesla$3,141,770$118,176 ▲3.9%12,1230.9%Auto/Tires/TrucksSOSouthern$3,030,160$112,824 ▲3.9%32,9540.8%UtilitiesVZVerizon Communications$2,971,398$172,822 ▲6.2%65,5070.8%Computer and TechnologyPEPPepsiCo$2,958,032$122,502 ▲4.3%19,7280.8%Consumer StaplesPSXPhillips 66$2,897,515$123,724 ▲4.5%23,4660.8%EnergyCMGChipotle Mexican Grill$2,830,689$185,476 ▲7.0%56,3770.8%Retail/WholesaleNUENucor$2,794,840$41,757 ▲1.5%23,2250.8%Basic MaterialsPNCThe PNC Financial Services Group$2,791,587$151,514 ▲5.7%15,8820.8%FinanceLLYEli Lilly and Company$2,736,262$178,398 ▲7.0%3,3130.8%MedicalTXNTexas Instruments$2,499,299$119,143 ▲5.0%13,9080.7%Computer and TechnologyKMBKimberly-Clark$2,457,772$115,906 ▲4.9%17,2820.7%Consumer StaplesPEGPublic Service Enterprise Group$2,261,381$117,443 ▲5.5%27,4770.6%UtilitiesMCOMoody's$1,456,370$107,120 ▲7.9%3,1270.4%FinanceUBERUber Technologies$1,321,400$172,753 ▲15.0%18,1360.4%Computer and TechnologyNOWServiceNow$1,232,223$85,969 ▲7.5%1,5480.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,197,8590.0%2,1410.3%FinanceVSTVistra$1,104,053$1,104,053 ▲New Holding9,4010.3%UtilitiesVRTVertiv$921,835$921,835 ▲New Holding12,7680.3%Computer and TechnologyTMOThermo Fisher Scientific$830,451$69,660 ▲9.2%1,6690.2%MedicalEDConsolidated Edison$829,0930.0%7,4970.2%UtilitiesGOOGLAlphabet$825,313$4,639 ▲0.6%5,3370.2%Computer and TechnologyBLACKROCK INC$810,185$17,037 ▲2.1%8560.2%COMPMPhilip Morris International$685,1500.0%4,3160.2%Consumer StaplesINTUIntuit$677,240$74,294 ▲12.3%1,1030.2%Computer and TechnologyBRK.BBerkshire Hathaway$639,095$64,442 ▲11.2%1,2000.2%FinanceFDNFirst Trust Dow Jones Internet Index Fund$504,059$10,885 ▼-2.1%2,2690.1%ETFCAVACAVA Group$460,2210.0%5,3260.1%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$456,1240.0%8550.1%ETFLINDE PLC$452,1360.0%9710.1%SHSSPYGSPDR Portfolio S&P 500 Growth ETF$413,584$13,020 ▲3.3%5,1460.1%ETFSUPER MICRO COMPUTER INC$410,8800.0%12,0000.1%COM NEWAMGNAmgen$386,323$11,839 ▲3.2%1,2400.1%MedicalVIGVanguard Dividend Appreciation ETF$384,101$5,626 ▼-1.4%1,9800.1%ETFCATCaterpillar$371,6840.0%1,1270.1%IndustrialsIBMInternational Business Machines$353,595$8,952 ▲2.6%1,4220.1%Computer and TechnologyMLIMueller Industries$353,594$14,010 ▼-3.8%4,6440.1%IndustrialsTAT&T$341,055$17,109 ▲5.3%12,0600.1%Computer and TechnologyABTAbbott Laboratories$337,7270.0%2,5460.1%MedicalCMCSAComcast$328,6330.0%8,9060.1%Consumer DiscretionaryHONHoneywell International$324,1910.0%1,5310.1%Multi-Sector ConglomeratesADIAnalog Devices$316,4210.0%1,5690.1%Computer and TechnologyEMREmerson Electric$300,194$11,512 ▼-3.7%2,7380.1%IndustrialsPAYXPaychex$297,6070.0%1,9290.1%Business ServicesSHWSherwin-Williams$296,8120.0%8500.1%Basic MaterialsAFLAflac$290,3170.0%2,6110.1%FinanceMOAltria Group$264,2570.0%4,4030.1%Consumer StaplesCSCOCisco Systems$263,751$10,984 ▲4.3%4,2740.1%Computer and TechnologyAPDAir Products and Chemicals$261,5940.0%8870.1%Basic MaterialsMDLZMondelez International$247,5850.0%3,6490.1%Consumer StaplesCOINCoinbase Global$243,533$3,789 ▲1.6%1,4140.1%FinanceVUGVanguard Growth ETF$243,258$3,708 ▲1.5%6560.1%ETFALLAllstate$235,2330.0%1,1360.1%FinanceCBChubb$228,3040.0%7560.1%FinanceYUMYum! Brands$212,121$212,121 ▲New Holding1,3480.1%Retail/WholesaleOKEONEOK$211,7360.0%2,1340.1%EnergyDISWalt Disney$201,4470.0%2,0410.1%Consumer DiscretionaryEWEdwards Lifesciences$200,9150.0%2,7720.1%MedicalUNHUnitedHealth Group$0$6,224,684 ▼-100.0%00.0%MedicalMCHPMicrochip Technology$0$3,140,988 ▼-100.0%00.0%Computer and TechnologyUPSUnited Parcel Service$0$2,664,478 ▼-100.0%00.0%TransportationDHRDanaher$0$1,540,995 ▼-100.0%00.0%MedicalADBEAdobe$0$1,282,242 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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