Rockline Wealth Management, LLC Reduced Holdings in Q3 2025

Rockline Wealth Management, LLC

  • $472 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-713
- 0.51%
$202.38 - $256.87 $144K - $183K
140K $35.7M
PLTR
Palantir Technologies Inc.

Technology
-4.58K
- 3.89%
$130.68 - $186.97 $599K - $856K
113K $20.6M
PG
Procter & Gamble CO

Consumer Defensive
-1.26K
- 4.03%
$150.47 - $161.22 $189K - $202K
29.9K $4.59M
JNJ
Johnson & Johnson

Healthcare
-102
- 0.32%
$155.17 - $185.42 $15.8K - $18.9K
31.4K $5.82M
MRK
Merck & Co., Inc.

Healthcare
-298
- 0.54%
$77.6 - $87.37 $23.1K - $26K
54.9K $4.61M
ADP
Automatic Data Processing Inc

Industrials
-327
- 2.35%
$288.69 - $310.94 $94.4K - $102K
13.6K $3.99M
NEE
Nextera Energy Inc

Utilities
-1.44K
- 2.37%
$69.77 - $77.54 $100K - $112K
59.3K $4.47M
DOV
Dover Corp

Industrials
-160
- 0.74%
$165.59 - $190.9 $26.5K - $30.5K
21.4K $3.57M
CRM
Salesforce, Inc.

Technology
-1.15K
- 8.49%
$231.66 - $273.65 $266K - $314K
12.4K $2.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-44
- 2.08%
$617.65 - $666.84 $27.2K - $29.3K
2.07K $1.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-78
- 6.75%
$459.11 - $506.91 $35.8K - $39.5K
1.08K $541K
SPYG
Spdr Portfolio

ETFs
-189
- 3.63%
$94.33 - $105.31 $17.8K - $19.9K
5.02K $524K
VIG
Vanguard Dividend Appreciation

ETFs
-925
- 47.56%
N/A
1.02K $185K
EMR
Emerson Electric CO

Industrials
-1.2K
- 43.83%
$128.6 - $149.63 $154K - $180K
1.54K $201K
HON
Honeywell International Inc

Industrials
-22
- 1.44%
$207.7 - $240.4 $4.57K - $5.29K
1.51K $317K
T
At&T Inc.

Communication Services
-1.99K
- 16.53%
$26.94 - $29.62 $53.7K - $59K
10.1K $284K
AMGN
Amgen Inc

Healthcare
-24
- 1.94%
$271.18 - $309.22 $6.51K - $7.42K
1.22K $343K
MSI
Motorola Solutions, Inc.

Technology
-7
- 0.88%
$408.73 - $490.3 $2.86K - $3.43K
785 $358K
CMCSA
Comcast Corp

Communication Services
-385
- 4.33%
$31.41 - $36.33 $12.1K - $14K
8.5K $267K
CSCO
Cisco Systems, Inc.

Technology
-76
- 1.81%
$66.2 - $71.79 $5.03K - $5.46K
4.12K $281K
ALL
Allstate Corp

Financial Services
-54
- 4.75%
$192.0 - $214.65 $10.4K - $11.6K
1.08K $232K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-288
- 7.32%
$52.12 - $55.33 $15K - $15.9K
3.65K $201K
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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