Rockline Wealth Management, LLC Purchases in Q1 2025

Rockline Wealth Management, LLC

  • $359 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
7.3K
+ 32.88%
$576.36 - $736.67 $4.21M - $5.38M
29.5K $17B
PLTR
Palantir Technologies Inc.

Technology
23.2K
+ 26.36%
$64.98 - $124.62 $1.51M - $2.89M
111K $9.39B
ORCL
Oracle Corp

Technology
23.2K
+ 84.7%
$139.81 - $186.47 $3.24M - $4.33M
50.6K $7.08B
PANW
Palo Alto Networks Inc

Technology
10.4K
+ 88.43%
$167.82 - $208.28 $1.74M - $2.16M
22.1K $3.78B
AVGO
Broadcom Inc.

Technology
17.9K
+ 69.11%
$167.43 - $244.7 $3M - $4.38M
43.8K $7.33B
V
Visa Inc.

Financial Services
1.23K
+ 4.92%
$306.92 - $362.71 $376K - $445K
26.2K $9.17B
VST
Vistra Corp.

Utilities
9.4K
New
$108.49 - $191.89 $1.02M - $1.8M
9.4K $1.1B
ABBV
Abb Vie Inc.

Healthcare
386
+ 1.2%
$169.2 - $216.66 $65.3K - $83.6K
32.4K $6.79B
VRT
Vertiv Holdings CO

Industrials
12.8K
New
N/A
12.8K $922M
JNJ
Johnson & Johnson

Healthcare
1.14K
+ 3.8%
$142.06 - $167.7 $162K - $191K
31.1K $5.16B
RTX
Raytheon Technologies Corp

Industrials
1.15K
+ 3.4%
$114.1 - $135.66 $131K - $156K
35K $4.63B
AEP
American Electric Power CO Inc

Utilities
1.29K
+ 4.45%
$90.32 - $109.27 $116K - $141K
30.2K $3.3B
MCD
Mcdonalds Corp

Consumer Cyclical
450
+ 2.68%
$279.74 - $321.29 $126K - $145K
17.3K $5.39B
VZ
Verizon Communications Inc

Communication Services
3.81K
+ 6.18%
$37.81 - $46.49 $144K - $177K
65.5K $2.97B
MA
Mastercard Inc

Financial Services
507
+ 6.48%
$504.67 - $576.31 $256K - $292K
8.34K $4.57B
SO
Southern CO

Utilities
1.23K
+ 3.87%
$80.96 - $92.96 $99.3K - $114K
33K $3.03B
XOM
Exxon Mobil Corp

Energy
951
+ 3.67%
$105.44 - $118.93 $100K - $113K
26.9K $3.2B
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 1.46%
$890.62 - $1076.86 $117K - $141K
9.1K $8.6B
UBER
Uber Technologies, Inc

Technology
2.37K
+ 15.04%
$63.17 - $81.49 $150K - $193K
18.1K $1.32B
JPM
Jpmorgan Chase & CO

Financial Services
749
+ 2.26%
$225.19 - $279.95 $169K - $210K
33.9K $8.32B
SPGI
S&P Global Inc.

Financial Services
536
+ 5.79%
$478.26 - $543.77 $256K - $291K
9.8K $4.98B
LLY
Eli Lilly & CO

Healthcare
216
+ 6.97%
$725.72 - $929.72 $157K - $201K
3.31K $2.74B
NFLX
Netflix Inc

Communication Services
193
+ 5.02%
$828.4 - $1058.6 $160K - $204K
4.04K $3.76B
PSX
Phillips 66

Energy
1K
+ 4.46%
$113.93 - $131.55 $114K - $132K
23.5K $2.9B
GD
General Dynamics Corp

Industrials
578
+ 3.51%
$241.94 - $272.58 $140K - $158K
17.1K $4.65B
ADP
Automatic Data Processing Inc

Industrials
440
+ 3.3%
$286.85 - $318.64 $126K - $140K
13.8K $4.21B
KMB
Kimberly Clark Corp

Consumer Defensive
815
+ 4.95%
$124.46 - $147.4 $101K - $120K
17.3K $2.46B
PG
Procter & Gamble CO

Consumer Defensive
901
+ 2.98%
$158.56 - $176.26 $143K - $159K
31.1K $5.31B
YUM
Yum Brands Inc

Consumer Cyclical
1.35K
New
$123.25 - $162.53 $166K - $219K
1.35K $212M
Lam Research Corp
2.55K
+ 5.61%
N/A
48K $3.49B
GPC
Genuine Parts CO

Consumer Cyclical
1.14K
+ 4.31%
$115.91 - $129.02 $132K - $147K
27.6K $3.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
121
+ 11.21%
$442.66 - $534.52 $53.6K - $64.7K
1.2K $639M
NUE
Nucor Corp

Basic Materials
347
+ 1.52%
$114.48 - $142.52 $39.7K - $49.5K
23.2K $2.79B
NEE
Nextera Energy Inc

Utilities
2.27K
+ 3.88%
$66.96 - $76.16 $152K - $173K
60.8K $4.31B
MCO
Moodys Corp

Financial Services
230
+ 7.94%
$437.8 - $527.48 $101K - $121K
3.13K $1.46B
PEP
Pepsico Inc

Consumer Defensive
817
+ 4.32%
$142.64 - $156.42 $117K - $128K
19.7K $2.96B
T
At&T Inc.

Communication Services
605
+ 5.28%
$21.56 - $28.28 $13K - $17.1K
12.1K $341M
AMGN
Amgen Inc

Healthcare
38
+ 3.16%
$258.59 - $327.36 $9.83K - $12.4K
1.24K $386M
PEG
Public Service Enterprise Group Inc

Utilities
1.43K
+ 5.48%
$78.2 - $90.39 $112K - $129K
27.5K $2.26B
INTU
Intuit Inc

Technology
121
+ 12.32%
$555.63 - $630.23 $67.2K - $76.3K
1.1K $677M
IBM
International Business Machines Corp

Technology
36
+ 2.6%
$217.4 - $264.74 $7.83K - $9.53K
1.42K $354M
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 9.16%
$497.6 - $606.74 $69.7K - $84.9K
1.67K $830M
ITW
Illinois Tool Works Inc

Industrials
521
+ 2.95%
$244.9 - $274.48 $128K - $143K
18.2K $4.51B
CSCO
Cisco Systems, Inc.

Technology
178
+ 4.35%
$58.74 - $64.87 $10.5K - $11.5K
4.27K $264M
TXN
Texas Instruments Inc

Technology
663
+ 5.01%
N/A
13.9K $2.5B
WMT
Walmart Inc.

Consumer Defensive
1.55K
+ 3.29%
$84.5 - $105.05 $131K - $163K
48.7K $4.27B
VUG
Vanguard Growth ETF

ETFs
10
+ 1.55%
$369.1 - $427.61 $3.69K - $4.28K
656 $243M
SPYG
Spdr Portfolio

ETFs
162
+ 3.25%
$80.05 - $92.39 $13K - $15K
5.15K $414M
Blackrock Inc
18
+ 2.15%
N/A
856 $810M
Activity Summary
Buys All Purchases 67 New Holdings 3 Increased Positions 64 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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