RW

Rockline Wealth Management, LLC

13F
Rockline Wealth Management, LLC
Last update 2025-04-22 95 Stocks (3 new)
Value $359.00 Mil Turnover 7 %
Countries:
Top Holdings: NVDA(12.64%)AAPL(8.86%)MSFT(5.85%)META(4.73%)HD(3.09%)
Summary Stock Picks Current Portfolio
Rockline Wealth Management, LL... Top Holdings of 2025-03-31 View Full List
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
+68.92%
+24.40%
4,073,453.7
Semiconductors
AAPL
Apple Inc
143,296
31,830.3
-3.13%
8.860
-0.31%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
55,960
21,006.7
+2.11%
5.850
+0.12%
0.000
+38.00%
+20.34%
3,755,441.4
Software
META
Meta Platforms Inc
29,498
17,001.5
+32.88%
4.730
+1.17%
0.000
+40.99%
+20.58%
1,772,123.0
Interactive Media
HD
The Home Depot Inc
30,337
11,118.0
+1.90%
3.090
+0.06%
0.000
+5.33%
-3.42%
369,128.2
Retail - Cyclical
PLTR
Palantir Technologies Inc
111,233
9,388.1
+26.36%
2.610
+0.54%
0.000
+58.60%
+97.10%
351,792.1
Software
V
Visa Inc
26,153
9,165.5
+4.92%
2.550
+0.12%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
GOOG
Alphabet Inc
56,469
8,822.2
+14.06%
2.450
+0.30%
0.000
+24.98%
+1.11%
2,326,066.7
Interactive Media
COST
Costco Wholesale Corp
9,098
8,604.7
+1.46%
2.390
+0.03%
0.000
-3.72%
+3.01%
417,582.5
Retail - Defensive
JPM
JPMorgan Chase & Co
33,927
8,322.3
+2.26%
2.320
+0.05%
0.000
+24.30%
+23.55%
801,337.5
Banks

Rockline Wealth Management, LLC's Historical Top Holdings Breakdowns

Rockline Wealth Management, LLC's Top Stock Picks View Full List
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
$285.13
-44.22%
Sold Out
0
-12,305
META
Meta Platforms Inc
2025-03-31
Add
Add
+1.17%
●
576.36 ($645.17) 736.67
$704.81
9.24%
Add 32.88%
29,498
7,299
ORCL
Oracle Corp
2025-03-31
Add
Add
+0.90%
●
139.81 ($162.81) 186.47
$238.11
46.25%
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
$75.26
35.07%
Sold Out
0
-54,769
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.83%
●
167.43 ($211.65) 244.7
$278.59
31.63%
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
$101.14
-15.41%
Sold Out
0
-21,130
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.54%
●
64.98 ($87.82) 124.62
$149.07
69.74%
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
$196.73
6.39%
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
$189.91
-13.02%
Sold Out
0
-6,713
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-0.34%
●
377.84 ($428.84) 464.11
$372.87
-13.05%
Sold Out
0
-2,884

Rockline Wealth Management, LLC Total Holding History ($B)

To

Rockline Wealth Management, LLC's Asset Allocation

To

Rockline Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Rockline Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Rockline Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Rockline Wealth Management, LLC's Holdings Heat Map

Size field:

Rockline Wealth Management, LLC's Holdings Bubble Chart

Rockline Wealth Management, LLC News

  • 1

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