Rockline Wealth Management, LLC Incresed Positions in Q3 2024

Rockline Wealth Management, LLC

  • $354 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.9K
+ 1.98%
$207.23 - $234.82 $600K - $680K
149K $34.7B
META
Meta Platforms, Inc.

Communication Services
1.91K
+ 9.96%
$453.41 - $572.44 $868K - $1.1M
21.1K $12.1B
ORCL
Oracle Corp

Technology
6.66K
+ 34.7%
$125.9 - $170.35 $838K - $1.13M
25.8K $4.4B
BX
Blackstone Inc.

Financial Services
781
+ 2.03%
$120.77 - $159.66 $94.3K - $125K
39.2K $6B
UNH
Unitedhealth Group Inc

Healthcare
430
+ 3.68%
$488.01 - $604.18 $210K - $260K
12.1K $7.08B
PLTR
Palantir Technologies Inc.

Technology
10.8K
+ 18.15%
$24.09 - $37.95 $261K - $411K
70.5K $2.62B
TSLA
Tesla, Inc.

Consumer Cyclical
1.82K
+ 19.1%
$191.76 - $263.26 $348K - $478K
11.3K $2.96B
ABBV
Abb Vie Inc.

Healthcare
715
+ 2.39%
$163.84 - $199.33 $117K - $143K
30.6K $6.04B
MCD
Mcdonalds Corp

Consumer Cyclical
399
+ 2.54%
$245.82 - $304.51 $98.1K - $121K
16.1K $4.9B
NEE
Nextera Energy Inc

Utilities
1.49K
+ 2.76%
$69.9 - $84.97 $104K - $127K
55.5K $4.69B
LOW
Lowes Companies Inc

Consumer Cyclical
332
+ 2.35%
$213.3 - $270.78 $70.8K - $89.9K
14.5K $3.92B
RTX
Raytheon Technologies Corp

Industrials
1.17K
+ 3.83%
$99.55 - $123.34 $116K - $144K
31.7K $3.84B
WMT
Walmart Inc.

Consumer Defensive
1.51K
+ 3.5%
$66.91 - $81.4 $101K - $123K
44.8K $3.61B
V
Visa Inc.

Financial Services
1.49K
+ 6.75%
$253.74 - $291.56 $378K - $434K
23.6K $6.48B
MA
Mastercard Inc

Financial Services
589
+ 8.43%
$429.6 - $500.99 $253K - $295K
7.57K $3.74B
JNJ
Johnson & Johnson

Healthcare
801
+ 2.9%
$145.48 - $167.38 $117K - $134K
28.4K $4.6B
ADP
Automatic Data Processing Inc

Industrials
315
+ 2.54%
$233.44 - $279.45 $73.5K - $88K
12.7K $3.52B
PNC
Pnc Financial Services Group, Inc.

Financial Services
799
+ 6.16%
$156.14 - $187.2 $125K - $150K
13.8K $2.54B
ITW
Illinois Tool Works Inc

Industrials
428
+ 2.61%
$233.14 - $263.97 $99.8K - $113K
16.9K $4.42B
AVGO
Broadcom Inc.

Technology
21.9K
+ 962.37%
$136.27 - $1745.86 $2.98M - $38.2M
24.2K $4.17B
AEP
American Electric Power CO Inc

Utilities
1.22K
+ 4.77%
$87.11 - $104.95 $106K - $128K
26.8K $2.75B
PEG
Public Service Enterprise Group Inc

Utilities
1.45K
+ 6.47%
$73.58 - $89.21 $107K - $130K
23.9K $2.13B
COST
Costco Wholesale Corp

Consumer Defensive
166
+ 1.94%
$801.83 - $917.05 $133K - $152K
8.74K $7.75B
SO
Southern CO

Utilities
914
+ 3.15%
$77.0 - $90.52 $70.4K - $82.7K
29.9K $2.7B
JPM
Jpmorgan Chase & CO

Financial Services
772
+ 2.48%
$194.9 - $224.8 $150K - $174K
32K $6.74B
TGT
Target Corp

Consumer Defensive
1.08K
+ 3.81%
$133.47 - $159.25 $144K - $172K
29.5K $4.59B
PG
Procter & Gamble CO

Consumer Defensive
922
+ 3.31%
$160.76 - $177.82 $148K - $164K
28.8K $4.98B
VZ
Verizon Communications Inc

Communication Services
3.68K
+ 7.02%
$38.89 - $45.0 $143K - $166K
56.1K $2.52B
DOV
Dover Corp

Industrials
661
+ 3.42%
$172.5 - $193.03 $114K - $128K
20K $3.83B
GD
General Dynamics Corp

Industrials
495
+ 3.25%
$279.51 - $308.09 $138K - $153K
15.7K $4.75B
DHR
Danaher Corp

Healthcare
579
+ 10.02%
$239.25 - $280.76 $139K - $163K
6.36K $1.77B
NFLX
Netflix Inc

Communication Services
225
+ 6.45%
$598.55 - $722.26 $135K - $163K
3.72K $2.64B
TXN
Texas Instruments Inc

Technology
608
+ 5.2%
$194.6 - $194.6 $118K - $118K
12.3K $2.54B
MCO
Moodys Corp

Financial Services
226
+ 8.77%
$421.49 - $494.67 $95.3K - $112K
2.8K $1.33B
NOW
Service Now, Inc.

Technology
112
+ 9.02%
$730.87 - $937.36 $81.9K - $105K
1.35K $1.21B
ZTS
Zoetis Inc.

Healthcare
549
+ 10.93%
$172.58 - $196.48 $94.7K - $108K
5.57K $1.09B
PANW
Palo Alto Networks Inc

Technology
483
+ 9.33%
$294.18 - $368.01 $142K - $178K
5.66K $1.93B
Cava Group Inc
138
+ 2.68%
N/A
5.29K $655M
GPC
Genuine Parts CO

Consumer Cyclical
979
+ 4.17%
$131.04 - $147.11 $128K - $144K
24.5K $3.42B
TMO
Thermo Fisher Scientific Inc.

Healthcare
115
+ 8.65%
$531.86 - $624.21 $61.2K - $71.8K
1.44K $893M
PEP
Pepsico Inc

Consumer Defensive
393
+ 2.23%
$161.9 - $179.3 $63.6K - $70.5K
18K $3.06B
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
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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