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
+69.89%
+28.41%
4,204,658.7
Semiconductors
AAPL
Apple Inc
143,296
31,830.3
-3.13%
8.860
-0.31%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
55,960
21,006.7
+2.11%
5.850
+0.12%
0.000
+38.94%
+21.47%
3,790,969.0
Software
META
Meta Platforms Inc
29,498
17,001.5
+32.88%
4.730
+1.17%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
HD
The Home Depot Inc
30,337
11,118.0
+1.90%
3.090
+0.06%
0.000
+1.85%
-6.44%
357,577.1
Retail - Cyclical
PLTR
Palantir Technologies Inc
111,233
9,388.1
+26.36%
2.610
+0.54%
0.000
+63.70%
+102.99%
362,293.8
Software
V
Visa Inc
26,153
9,165.5
+4.92%
2.550
+0.12%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
GOOG
Alphabet Inc
56,469
8,822.2
+14.06%
2.450
+0.30%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
COST
Costco Wholesale Corp
9,098
8,604.7
+1.46%
2.390
+0.03%
0.000
-4.25%
+4.03%
421,724.5
Retail - Defensive
JPM
JPMorgan Chase & Co
33,927
8,322.3
+2.26%
2.320
+0.05%
0.000
+26.17%
+23.48%
800,897.6
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
$282.65
-44.71%
Sold Out
0
-12,305
META
Meta Platforms Inc
2025-03-31
Add
Add
+1.17%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Add 32.88%
29,498
7,299
ORCL
Oracle Corp
2025-03-31
Add
Add
+0.90%
●
139.81 ($162.81) 186.47
$245.45
50.76%
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
$74.78
34.21%
Sold Out
0
-54,769
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.83%
●
167.43 ($211.65) 244.7
$283.34
33.87%
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
$99.22
-17.02%
Sold Out
0
-21,130
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.54%
●
64.98 ($87.82) 124.62
$153.52
74.81%
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
$195.78
5.87%
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
$190.05
-12.95%
Sold Out
0
-6,713
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-0.34%
●
377.84 ($428.84) 464.11
$365.79
-14.70%
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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