Rockline Wealth Management, LLC Top Holdings and 13F Report (2025) About Rockline Wealth Management, LLCInvestment ActivityRockline Wealth Management, LLC has $422.64 million in total holdings as of June 30, 2025.Rockline Wealth Management, LLC owns shares of 98 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 3.42% of the portfolio was purchased this quarter.About 1.74% of the portfolio was sold this quarter.This quarter, Rockline Wealth Management, LLC has purchased 95 new stocks and bought additional shares in 48 stocks.Rockline Wealth Management, LLC sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $65,357,825Apple $28,902,515Microsoft $27,891,636Meta Platforms $22,857,899PALANTIR TECHNOLOGIES INC $16,029,867 Largest New Holdings this Quarter 21873S108 - COREWEAVE INC $951,078 Holding620076307 - Motorola Solutions $333,005 Holding770700102 - Robinhood Markets $225,929 Holding38141G104 - The Goldman Sachs Group $220,111 Holding78464A854 - SPDR Portfolio S&P 500 ETF $217,555 Holding Largest Purchases this Quarter Walmart 32,515 shares (about $3.18M)Meta Platforms 1,471 shares (about $1.09M)COREWEAVE INC 5,833 shares (about $951.08K)PALANTIR TECHNOLOGIES INC 6,357 shares (about $866.59K)Oracle 2,687 shares (about $587.46K) Largest Sales this Quarter NVIDIA 5,615 shares (about $887.11K)Apple 2,425 shares (about $497.54K)Merck & Co., Inc. 1,626 shares (about $128.71K)Phillips 66 396 shares (about $47.24K)Dover 201 shares (about $36.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRockline Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$65,357,825$887,114 ▼-1.3%413,68315.5%Computer and TechnologyAAPLApple$28,902,515$497,537 ▼-1.7%140,8716.8%Computer and TechnologyMSFTMicrosoft$27,891,636$56,704 ▲0.2%56,0746.6%Computer and TechnologyMETAMeta Platforms$22,857,899$1,085,730 ▲5.0%30,9695.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$16,029,867$866,586 ▲5.7%117,5903.8%CL AAVGOBroadcom$12,367,319$291,362 ▲2.4%44,8662.9%Computer and TechnologyORCLOracle$11,652,185$587,463 ▲5.3%53,2962.8%Computer and TechnologyHDHome Depot$11,134,671$12,099 ▲0.1%30,3702.6%Retail/WholesaleGOOGAlphabet$10,389,745$372,697 ▲3.7%58,5702.5%Computer and TechnologyJPMJPMorgan Chase & Co.$9,868,828$33,050 ▲0.3%34,0412.3%FinanceVVisa$9,566,001$280,486 ▲3.0%26,9432.3%Business ServicesAMZNAmazon.com$9,492,358$214,344 ▲2.3%43,2672.2%Retail/WholesaleCOSTCostco Wholesale$9,189,642$183,139 ▲2.0%9,2832.2%Retail/WholesaleWMTWalmart$7,939,216$3,179,304 ▲66.8%81,1951.9%Retail/WholesaleABBVAbbVie$6,058,038$39,722 ▲0.7%32,6371.4%MedicalBXBlackstone$5,976,502$12,714 ▲0.2%39,9551.4%FinanceNFLXNetflix$5,799,082$393,657 ▲7.3%4,3311.4%Consumer DiscretionaryWMWaste Management$5,539,218$38,670 ▲0.7%24,2081.3%Business ServicesSPGIS&P Global$5,343,216$176,121 ▲3.4%10,1331.3%FinanceRTXRTX$5,186,182$78,997 ▲1.5%35,5171.2%AerospaceMCDMcDonald's$5,076,898$35,059 ▲0.7%17,3771.2%Retail/WholesaleGDGeneral Dynamics$4,992,647$19,541 ▲0.4%17,1181.2%AerospacePGProcter & Gamble$4,964,113$4,302 ▲0.1%31,1581.2%Consumer StaplesLAM RESEARCH CORP$4,952,635$279,170 ▲6.0%50,8801.2%COM NEWMAMastercard$4,918,128$234,330 ▲5.0%8,7521.2%Business ServicesPANWPalo Alto Networks$4,857,551$327,015 ▲7.2%23,7371.1%Computer and TechnologyJNJJohnson & Johnson$4,812,293$61,101 ▲1.3%31,5041.1%MedicalITWIllinois Tool Works$4,501,979$4,451 ▲0.1%18,2081.1%IndustrialsMRKMerck & Co., Inc.$4,372,061$128,713 ▼-2.9%55,2311.0%MedicalADPAutomatic Data Processing$4,291,624$41,633 ▲1.0%13,9161.0%Computer and TechnologyTSLATesla$4,283,672$432,656 ▲11.2%13,4851.0%Auto/Tires/TrucksNEENextEra Energy$4,214,842$3,610 ▼-0.1%60,7151.0%UtilitiesDOVDover$3,951,263$36,828 ▼-0.9%21,5650.9%IndustrialsCRMSalesforce$3,682,132$190,338 ▲5.5%13,5030.9%Computer and TechnologyLOWLowe's Companies$3,447,366$1,775 ▲0.1%15,5380.8%Retail/WholesaleGPCGenuine Parts$3,378,818$31,298 ▲0.9%27,8530.8%Retail/WholesaleCMGChipotle Mexican Grill$3,278,103$112,525 ▲3.6%58,3810.8%Retail/WholesaleAEPAmerican Electric Power$3,174,621$42,438 ▲1.4%30,5960.8%UtilitiesSOSouthern$3,059,521$33,335 ▲1.1%33,3170.7%UtilitiesNUENucor$2,992,583$15,933 ▼-0.5%23,1020.7%Basic MaterialsPNCThe PNC Financial Services Group$2,975,822$15,100 ▲0.5%15,9630.7%FinanceTXNTexas Instruments$2,918,727$31,143 ▲1.1%14,0580.7%Computer and TechnologyXOMExxon Mobil$2,893,350$3,126 ▼-0.1%26,8400.7%EnergyVZVerizon Communications$2,884,286$49,804 ▲1.8%66,6580.7%Computer and TechnologyLLYEli Lilly and Company$2,779,092$196,446 ▲7.6%3,5650.7%MedicalPSXPhillips 66$2,752,221$47,242 ▼-1.7%23,0700.7%EnergyPEPPepsiCo$2,585,327$19,542 ▼-0.8%19,5800.6%Consumer StaplesPEGPublic Service Enterprise Group$2,343,247$30,221 ▲1.3%27,8360.6%UtilitiesKMBKimberly-Clark$2,270,734$42,800 ▲1.9%17,6140.5%Consumer StaplesUBERUber Technologies$2,141,067$448,964 ▲26.5%22,9480.5%Computer and TechnologyVSTVistra$2,016,607$194,587 ▲10.7%10,4050.5%UtilitiesVRTVertiv$1,811,362$171,814 ▲10.5%14,1060.4%Computer and TechnologyNOWServiceNow$1,705,339$114,100 ▲7.2%1,6590.4%Computer and TechnologyMCOMoody's$1,678,019$109,360 ▲7.0%3,3450.4%FinanceSPYSPDR S&P 500 ETF Trust$1,307,596$15,449 ▼-1.2%2,1160.3%FinanceINTUIntuit$972,005$103,187 ▲11.9%1,2340.2%Computer and TechnologyEDConsolidated Edison$961,553$209,230 ▲27.8%9,5820.2%UtilitiesCOREWEAVE INC$951,078$951,078 ▲New Holding5,8330.2%COM CL AGOOGLAlphabet$923,975$16,566 ▼-1.8%5,2430.2%Computer and TechnologyBLACKROCK INC$898,1610.0%8560.2%COMPMPhilip Morris International$786,1550.0%4,3160.2%Consumer StaplesFDNFirst Trust Dow Jones Internet Index Fund$608,147$2,963 ▼-0.5%2,2580.1%ETFSUPER MICRO COMPUTER INC$588,1200.0%12,0000.1%COM NEWBRK.BBerkshire Hathaway$561,552$21,374 ▼-3.7%1,1560.1%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$496,531$6,005 ▲1.2%5,2090.1%ETFCOINCoinbase Global$495,5920.0%1,4140.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$484,3390.0%8550.1%ETFLINDE PLC$455,5730.0%9710.1%SHSIBMInternational Business Machines$419,1770.0%1,4220.1%Computer and TechnologyCATCaterpillar$407,232$30,280 ▼-6.9%1,0490.1%IndustrialsVIGVanguard Dividend Appreciation ETF$398,082$7,163 ▼-1.8%1,9450.1%ETFADIAnalog Devices$373,4530.0%1,5690.1%Computer and TechnologyEMREmerson Electric$365,0570.0%2,7380.1%IndustrialsHONHoneywell International$356,5390.0%1,5310.1%Multi-Sector ConglomeratesTAT&T$349,0170.0%12,0600.1%Computer and TechnologyABTAbbott Laboratories$346,2810.0%2,5460.1%MedicalAMGNAmgen$346,2200.0%1,2400.1%MedicalMLIMueller Industries$340,529$28,530 ▼-7.7%4,2850.1%IndustrialsMSIMotorola Solutions$333,005$333,005 ▲New Holding7920.1%Computer and TechnologyCMCSAComcast$317,070$785 ▼-0.2%8,8840.1%Consumer DiscretionarySHWSherwin-Williams$291,8560.0%8500.1%Basic MaterialsCSCOCisco Systems$291,157$5,342 ▼-1.8%4,1970.1%Computer and TechnologyPAYXPaychex$280,5930.0%1,9290.1%Computer and TechnologyAFLAflac$275,3560.0%2,6110.1%FinanceVUGVanguard Growth ETF$267,860$19,728 ▼-6.9%6110.1%ETFMOAltria Group$258,1360.0%4,4030.1%Consumer StaplesAPDAir Products and Chemicals$250,1880.0%8870.1%Basic MaterialsMDLZMondelez International$246,0880.0%3,6490.1%Consumer StaplesALLAllstate$228,6890.0%1,1360.1%FinanceHOODRobinhood Markets$225,929$225,929 ▲New Holding2,4130.1%FinanceGSThe Goldman Sachs Group$220,111$220,111 ▲New Holding3110.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$217,555$217,555 ▲New Holding2,9930.1%ETFEWEdwards Lifesciences$216,7980.0%2,7720.1%MedicalVOOVanguard S&P 500 ETF$209,602$209,602 ▲New Holding3690.0%ETFLHXL3Harris Technologies$209,201$209,201 ▲New Holding8340.0%AerospaceSPYVSPDR Portfolio S&P 500 Value ETF$205,953$205,953 ▲New Holding3,9350.0%ETFIVWiShares S&P 500 Growth ETF$202,694$202,694 ▲New Holding1,8410.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$202,259$202,259 ▲New Holding4590.0%FinanceTGTTarget$0$3,409,434 ▼-100.0%00.0%Retail/WholesaleTMOThermo Fisher Scientific$0$830,451 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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