The Analysis of Rockline Wealth Management, LLC's Holdings

Currently, Rockline Wealth Management, LLC holds 105 types of securities in its portfolio with a total value $490.5M. In the most recent quarter, they have increased their positions in NFLX (+48.4K shares, valued at $4.5M), NOW (+9.2K shares, valued at $1.4M), TSLA (+1.9K shares, valued at $873.8K); decreased their positions in N/A (-4.0K shares, valued at $418.2K), PM (-2.5K shares, valued at $394.4K), NVDA (-1.3K shares, valued at $242.3K); initiated new positions in AMD (+2.6K shares, valued at $550.6K), LLY (+340 shares, valued at $365.4K), CAVA (+4.2K shares, valued at $243.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION415.0K shares-0.31%2025-12-312026-02-10

AAPL APPLE INC140.9K shares0.53%2025-12-312026-02-10

MSFT MICROSOFT CORP57.5K shares2.15%2025-12-312026-02-10

META META PLATFORMS INC33.4K shares2.80%2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC114.7K shares1.47%2025-12-312026-02-10

ALPHABET INC ALPHABET INC63.9K shares3.44%2025-12-312026-02-10

BROADCOM INC BROADCOM INC54.5K shares1.35%2025-12-312026-02-10

ORCL ORACLE CORP60.1K shares5.35%2025-12-312026-02-10

Sponsored

JPM JPMORGAN CHASE & CO.35.2K shares2.50%2025-12-312026-02-10

HD HOME DEPOT INC30.8K shares0.47%2025-12-312026-02-10

AMZN AMAZON COM INC45.0K shares2.04%2025-12-312026-02-10

V VISA INC28.8K shares1.26%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP58.1K shares4.11%2025-12-312026-02-10

WMT WALMART INC82.0K shares-0.46%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW9.7K shares2.67%2025-12-312026-02-10

TSLA TESLA INC17.7K shares12.32%2025-12-312026-02-10

Sponsored

ABBV ABBVIE INC33.1K shares1.23%2025-12-312026-02-10

RTX RTX CORPORATION37.5K shares0.91%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON32.0K shares1.98%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC40.3K shares0.70%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP18.0K shares2.92%2025-12-312026-02-10

SPGI S&P GLOBAL INC11.1K shares2.36%2025-12-312026-02-10

MA MASTERCARD INCORPORATED9.8K shares2.73%2025-12-312026-02-10

WM WASTE MGMT INC DEL25.1K shares3.06%2025-12-312026-02-10

Sponsored

MCD MCDONALDS CORP18.0K shares2.57%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC51.0K shares-7.23%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC28.4K shares7.61%2025-12-312026-02-10

KTOS KRATOS DEFENSE & SEC SOLUTIO66.8K shares15.34%2025-12-312026-02-10

NFLX NETFLIX INC53.2K shares1004.42%2025-12-312026-02-10

NEE NEXTERA ENERGY INC60.4K shares1.95%2025-12-312026-02-10

ITW ILLINOIS TOOL WKS INC18.8K shares1.90%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO29.8K shares-0.32%2025-12-312026-02-10

Sponsored

DOV DOVER CORP21.6K shares1.08%2025-12-312026-02-10

LOW LOWES COS INC16.5K shares5.20%2025-12-312026-02-10

NUE NUCOR CORP24.2K shares3.90%2025-12-312026-02-10

AEP AMERICAN ELEC PWR CO INC33.3K shares3.66%2025-12-312026-02-10

GPC GENUINE PARTS CO29.2K shares2.50%2025-12-312026-02-10

PNC PNC FINL SVCS GROUP INC17.1K shares4.31%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN13.8K shares1.67%2025-12-312026-02-10

XOM EXXON MOBIL CORP29.4K shares6.60%2025-12-312026-02-10

Sponsored

CRM SALESFORCE INC12.5K shares0.79%2025-12-312026-02-10

PSX PHILLIPS 6625.2K shares5.55%2025-12-312026-02-10

UBER UBER TECHNOLOGIES INC38.0K shares18.84%2025-12-312026-02-10

SO SOUTHERN CO34.2K shares2.54%2025-12-312026-02-10

PEP PEPSICO INC20.4K shares2.70%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO17.9K shares7.63%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC69.1K shares0.62%2025-12-312026-02-10

TXN TEXAS INSTRS INC15.6K shares7.63%2025-12-312026-02-10

Sponsored

PEG PUBLIC SVC ENTERPRISE GRP IN29.1K shares2.16%2025-12-312026-02-10

MCO MOODYS CORP4.3K shares8.31%2025-12-312026-02-10

VST VISTRA CORP13.3K shares9.77%2025-12-312026-02-10

KMB KIMBERLY-CLARK CORP18.5K shares2.57%2025-12-312026-02-10

NOW SERVICENOW INC11.3K shares458.79%2025-12-312026-02-10

ALPHABET INC ALPHABET INC5.2K shares-0.11%2025-12-312026-02-10

INTU INTUIT2.1K shares19.03%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR2.0K shares-2.90%2025-12-312026-02-10

Sponsored

ED CONSOLIDATED EDISON INC9.5K shares-1.14%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC848 shares0.00%2025-12-312026-02-10

CRWV COREWEAVE INC9.5K shares27.05%2025-12-312026-02-10

CAT CATERPILLAR INC1.1K shares9.53%2025-12-312026-02-10

FDN FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2025-12-312026-02-10

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC2.6K sharesnew addition2025-12-312026-02-10

MDY SPDR S&P MIDCAP 400 ETF TR855 shares0.00%2025-12-312026-02-10

Sponsored

MLI MUELLER INDS INC4.3K shares0.00%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL978 shares-9.28%2025-12-312026-02-10

SPYG SPDR SERIES TRUST4.3K shares-14.34%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2025-12-312026-02-10

ADI ANALOG DEVICES INC1.6K shares0.00%2025-12-312026-02-10

LINDE PLC LINDE PLC971 shares0.00%2025-12-312026-02-10

AMGN AMGEN INC1.2K shares0.00%2025-12-312026-02-10

LLY ELI LILLY & CO340 sharesnew addition2025-12-312026-02-10

Sponsored

VUG VANGUARD INDEX FDS692 shares1.47%2025-12-312026-02-10

CSCO CISCO SYS INC4.1K shares-0.02%2025-12-312026-02-10

COIN COINBASE GLOBAL INC1.4K shares-1.56%2025-12-312026-02-10

OKLO OKLO INC4.3K shares86.47%2025-12-312026-02-10

PFS PROVIDENT FINL SVCS INC15.6K shares0.00%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC1.9K shares-56.95%2025-12-312026-02-10

AFL AFLAC INC2.6K shares0.00%2025-12-312026-02-10

SHW SHERWIN WILLIAMS CO850 shares0.00%2025-12-312026-02-10

Sponsored

GS GOLDMAN SACHS GROUP INC311 shares0.00%2025-12-312026-02-10

HOOD ROBINHOOD MKTS INC2.4K shares0.00%2025-12-312026-02-10

T AT&T INC10.4K shares3.75%2025-12-312026-02-10

CMCSA COMCAST CORP NEW8.5K shares0.00%2025-12-312026-02-10

LHX L3HARRIS TECHNOLOGIES INC834 shares0.00%2025-12-312026-02-10

CAVA CAVA GROUP INC4.2K sharesnew addition2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS377 shares1.62%2025-12-312026-02-10

HON HONEYWELL INTL INC1.2K shares-19.88%2025-12-312026-02-10

Sponsored

BK BANK NEW YORK MELLON CORP2.0K shares0.00%2025-12-312026-02-10

GLD SPDR GOLD TR577 sharesnew addition2025-12-312026-02-10

ESLT ELBIT SYS LTD395 shares0.00%2025-12-312026-02-10

IVW ISHARES TR1.8K shares0.00%2025-12-312026-02-10

ALL ALLSTATE CORP1.1K shares0.00%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC785 sharesnew addition2025-12-312026-02-10

DIA SPDR DOW JONES INDL AVERAGE459 shares0.00%2025-12-312026-02-10

Sponsored

ABT ABBOTT LABS1.7K shares-31.42%2025-12-312026-02-10

SPYM SPDR SERIES TRUST2.7K shares-10.44%2025-12-312026-02-10

PAYX PAYCHEX INC1.9K shares0.00%2025-12-312026-02-10

NSC NORFOLK SOUTHN CORP739 shares0.00%2025-12-312026-02-10

CB CHUBB LIMITED657 sharesnew addition2025-12-312026-02-10

EMR EMERSON ELEC CO1.5K shares0.00%2025-12-312026-02-10

YUM YUM BRANDS INC1.3K shares0.00%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2025-12-312026-02-10

Sponsored

DHR DANAHER CORPORATION874 sharesnew addition2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available