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
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
UBER
Uber Technologies, Inc

Technology
13.2K
New
$58.48 - $77.47 $772K - $1.02M
13.2K $992M
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
SPGI
S&P Global Inc.

Financial Services
556
+ 6.86%
$446.32 - $527.38 $248K - $293K
8.66K $4.47B
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.31K
New
$60.84 - $67.51 $201K - $223K
3.31K $223M
ACN
Accenture PLC

Technology
619
New
$295.44 - $355.81 $183K - $220K
619 $219M
CB
Chubb LTD

Financial Services
756
New
$252.51 - $292.2 $191K - $221K
756 $218M
ZTS
Zoetis Inc.

Healthcare
549
+ 10.93%
$172.58 - $196.48 $94.7K - $108K
5.57K $1.09B
ALL
Allstate Corp

Financial Services
1.14K
New
$158.43 - $192.86 $180K - $219K
1.14K $215M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
398
New
$475.2 - $527.7 $189K - $210K
398 $210M
MO
Altria Group, Inc.

Consumer Defensive
4.1K
New
$45.95 - $54.71 $189K - $224K
4.1K $209M
YUM
Yum Brands Inc

Consumer Cyclical
1.45K
New
$125.95 - $139.96 $183K - $203K
1.45K $203M
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
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
Track This Portfolio

Track Rockline Wealth Management, LLC Portfolio

Follow Rockline Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockline Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockline Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email