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Rockline Wealth Management, LLC13F | |
Rockline Wealth Management, LLC | |
Last update 2025-04-22 | 95 Stocks (3 new) |
Value $359.00 Mil | Turnover 7 % |
Rockline Wealth Management, LL... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 419,298 | 45,443.5 | +0.51% | 12.640 | +0.06% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AAPL | Apple Inc | 143,296 | 31,830.3 | -3.13% | 8.860 | -0.31% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 55,960 | 21,006.7 | +2.11% | 5.850 | +0.12% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
META | Meta Platforms Inc | 29,498 | 17,001.5 | +32.88% | 4.730 | +1.17% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
HD | The Home Depot Inc | 30,337 | 11,118.0 | +1.90% | 3.090 | +0.06% | 0.000 | +4.38% | -2.88% | 371,197.7 | Retail - Cyclical | |
PLTR | Palantir Technologies Inc | 111,233 | 9,388.1 | +26.36% | 2.610 | +0.54% | 0.000 | +43.68% | +104.76% | 365,456.0 | Software | |
V | Visa Inc | 26,153 | 9,165.5 | +4.92% | 2.550 | +0.12% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
GOOG | Alphabet Inc | 56,469 | 8,822.2 | +14.06% | 2.450 | +0.30% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
COST | Costco Wholesale Corp | 9,098 | 8,604.7 | +1.46% | 2.390 | +0.03% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive | |
JPM | JPMorgan Chase & Co | 33,927 | 8,322.3 | +2.26% | 2.320 | +0.05% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks |
Rockline Wealth Management, LLC's Historical Top Holdings Breakdowns
Rockline Wealth Management, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-03-31 | Sold Out Sold Out | -1.66% | 461.52 ($511.2) 548.18 | $278.58 | -45.50% | Sold Out | 0 | -12,305 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +1.17% | 576.36 ($645.17) 736.67 | $714.80 | 10.79% | Add 32.88% | 29,498 | 7,299 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.90% | 139.81 ($162.81) 186.47 | $242.83 | 49.15% | Add 84.7% | 50,609 | 23,208 | |
MCHP | Microchip Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.84% | 48.41 ($55.72) 64.3 | $67.81 | 21.70% | Sold Out | 0 | -54,769 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.83% | 167.43 ($211.65) 244.7 | $288.71 | 36.41% | Add 69.11% | 43,809 | 17,904 | |
UPS | United Parcel Service Inc | 2025-03-31 | Sold Out Sold Out | -0.71% | 109.66 ($119.57) 136.26 | $102.53 | -14.25% | Sold Out | 0 | -21,130 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.54% | 64.98 ($87.82) 124.62 | $154.86 | 76.34% | Add 26.36% | 111,233 | 23,204 | |
PANW | Palo Alto Networks Inc | 2025-03-31 | Add Add | +0.49% | 167.82 ($184.92) 208.28 | $201.16 | 8.78% | Add 88.43% | 22,139 | 10,390 | |
DHR | Danaher Corp | 2025-03-31 | Sold Out Sold Out | -0.41% | 201.62 ($218.33) 250.59 | $202.81 | -7.11% | Sold Out | 0 | -6,713 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -0.34% | 377.84 ($428.84) 464.11 | $371.69 | -13.33% | Sold Out | 0 | -2,884 |
Rockline Wealth Management, LLC Total Holding History ($B)
Rockline Wealth Management, LLC's Asset Allocation
Rockline Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Rockline Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Rockline Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Rockline Wealth Management, LLC's Holdings Heat Map
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Rockline Wealth Management, LLC's Holdings Bubble Chart
Rockline Wealth Management, LLC News
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