Rockline Wealth Management, LLC Purchases in Q3 2024

Rockline Wealth Management, LLC

  • $354 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
228
+ 8.39%
$772.14 - $960.02 $176K - $219K
2.95K $2.61B
KMB
Kimberly Clark Corp

Consumer Defensive
618
+ 4.23%
$135.05 - $148.35 $83.5K - $91.7K
15.2K $2.17B
XOM
Exxon Mobil Corp

Energy
793
+ 3.36%
$109.72 - $119.0 $87K - $94.4K
24.4K $2.86B
UPS
United Parcel Service Inc

Industrials
867
+ 4.62%
$123.32 - $147.38 $107K - $128K
19.6K $2.68B
SPYG
Spdr Portfolio

ETFs
868
+ 24.05%
$73.38 - $84.1 $63.7K - $73K
4.48K $371M
COIN
Coinbase Global, Inc.

Technology
695
+ 60.07%
$147.09 - $265.15 $102K - $184K
1.85K $330M
IBM
International Business Machines Corp

Technology
5
+ 0.36%
$175.1 - $223.38 $876 - $1.12K
1.39K $306M
MSFT
Microsoft Corp

Technology
2.11K
+ 4.09%
$395.15 - $467.56 $833K - $985K
53.6K $23.1B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.78K
+ 10.42%
$49.83 - $62.75 $238K - $300K
50.7K $2.92B
GOOG
Alphabet Inc.

Communication Services
4.37K
+ 10.22%
$149.54 - $192.66 $653K - $842K
47.1K $7.88B
INTU
Intuit Inc

Technology
75
+ 8.78%
$602.97 - $670.49 $45.2K - $50.3K
929 $577M
WM
Waste Management Inc

Industrials
635
+ 2.88%
$196.96 - $223.45 $125K - $142K
22.7K $4.71B
AMZN
Amazon Com Inc

Consumer Cyclical
1.12K
+ 2.89%
$161.02 - $200.0 $181K - $225K
40.1K $7.47B
PSX
Phillips 66

Energy
839
+ 4.11%
$125.0 - $147.17 $105K - $123K
21.2K $2.79B
NVDA
Nvidia Corp

Technology
6.24K
+ 1.51%
$98.91 - $134.91 $617K - $841K
420K $51B
NUE
Nucor Corp

Basic Materials
99
+ 0.44%
$137.77 - $166.14 $13.6K - $16.4K
22.4K $3.37B
MRK
Merck & Co., Inc.

Healthcare
1.69K
+ 3.28%
$111.15 - $128.97 $188K - $218K
53.3K $6.05B
MCHP
Microchip Technology Inc

Technology
1.47K
+ 2.9%
$72.0 - $95.98 $106K - $141K
52.2K $4.19B
LRCX
Lam Research Corp

Technology
318
+ 7.66%
$731.56 - $1127.3 $233K - $358K
4.47K $3.65B
Activity Summary
Buys All Purchases 70 New Holdings 8 Increased Positions 62 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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