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
+9.89%
+2.22%
3,347,558.0
Semiconductors
AAPL 		Apple Inc
143,296
31,830.3
-3.13%
8.860
-0.31%
0.000
-16.77%
-19.54%
3,002,325.1
Hardware
MSFT 		Microsoft Corp
55,960
21,006.7
+2.11%
5.850
+0.12%
0.000
+16.42%
+9.87%
3,428,855.5
Software
META 		Meta Platforms Inc
29,498
17,001.5
+32.88%
4.730
+1.17%
0.000
-0.67%
+13.36%
1,667,376.1
Interactive Media
HD 		The Home Depot Inc
30,337
11,118.0
+1.90%
3.090
+0.06%
0.000
-7.47%
-5.66%
362,800.5
Retail - Cyclical
PLTR 		Palantir Technologies Inc
111,233
9,388.1
+26.36%
2.610
+0.54%
0.000
+54.72%
+73.73%
310,068.9
Software
V 		Visa Inc
26,153
9,165.5
+4.92%
2.550
+0.12%
0.000
+0.20%
+15.19%
695,083.1
Credit Services
GOOG 		Alphabet Inc
56,469
8,822.2
+14.06%
2.450
+0.30%
0.000
-0.97%
-10.44%
2,059,972.9
Interactive Media
COST 		Costco Wholesale Corp
9,098
8,604.7
+1.46%
2.390
+0.03%
0.000
+0.36%
+14.99%
466,160.6
Retail - Defensive
JPM 		JPMorgan Chase & Co
33,927
8,322.3
+2.26%
2.320
+0.05%
0.000
+0.42%
+11.44%
734,083.9
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 Inc2025-03-31Sold Out
-1.66%
●
461.52 ($511.2) 548.18
$303.32
-40.67%
Sold Out
0
-12,305
META 		Meta Platforms Inc2025-03-31Add
+1.17%
●
576.36 ($645.17) 736.67
$663.15
2.79%
Add 32.88%
29,498
7,299
ORCL 		Oracle Corp2025-03-31Add
+0.90%
●
139.81 ($162.81) 186.47
$164.91
1.29%
Add 84.7%
50,609
23,208
MCHP 		Microchip Technology Inc2025-03-31Sold Out
-0.84%
●
48.41 ($55.72) 64.3
$59.07
6.01%
Sold Out
0
-54,769
AVGO 		Broadcom Inc2025-03-31Add
+0.83%
●
167.43 ($211.65) 244.7
$247.73
17.05%
Add 69.11%
43,809
17,904
UPS 		United Parcel Service Inc2025-03-31Sold Out
-0.71%
●
109.66 ($119.57) 136.26
$96.41
-19.37%
Sold Out
0
-21,130
PLTR 		Palantir Technologies Inc2025-03-31Add
+0.54%
●
64.98 ($87.82) 124.62
$131.39
49.61%
Add 26.36%
111,233
23,204
PANW 		Palo Alto Networks Inc2025-03-31Add
+0.49%
●
167.82 ($184.92) 208.28
$192.50
4.10%
Add 88.43%
22,139
10,390
DHR 		Danaher Corp2025-03-31Sold Out
-0.41%
●
201.62 ($218.33) 250.59
$189.46
-13.23%
Sold Out
0
-6,713
ADBE 		Adobe Inc2025-03-31Sold Out
-0.34%
●
377.84 ($428.84) 464.11
$398.89
-6.98%
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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