Rockline Wealth Management, LLC Incresed Positions in Q2 2025

Rockline Wealth Management, LLC

  • $423 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
114
+ 0.2%
$354.56 - $497.45 $40.4K - $56.7K
56.1K $27.9B
PLTR
Palantir Technologies Inc.

Technology
6.36K
+ 5.72%
$74.01 - $144.25 $470K - $917K
118K $16B
META
Meta Platforms, Inc.

Communication Services
1.47K
+ 4.99%
$484.66 - $738.09 $713K - $1.09M
31K $22.9B
AVGO
Broadcom Inc.

Technology
1.06K
+ 2.41%
$146.29 - $275.65 $155K - $291K
44.9K $12.4B
ORCL
Oracle Corp

Technology
2.69K
+ 5.31%
$122.82 - $218.63 $330K - $587K
53.3K $11.7B
WMT
Walmart Inc.

Consumer Defensive
32.5K
+ 66.79%
$81.79 - $99.98 $2.66M - $3.25M
81.2K $7.94B
NFLX
Netflix Inc

Communication Services
294
+ 7.28%
$855.86 - $1339.13 $252K - $394K
4.33K $5.8B
GOOG
Alphabet Inc.

Communication Services
2.1K
+ 3.72%
$146.58 - $180.01 $308K - $378K
58.6K $10.4B
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 0.34%
$210.28 - $289.91 $24K - $33K
34K $9.87B
Lam Research Corp
2.87K
+ 5.97%
N/A
50.9K $4.95B
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 11.23%
$221.86 - $362.89 $302K - $494K
13.5K $4.28B
PANW
Palo Alto Networks Inc

Technology
1.6K
+ 7.22%
$152.44 - $204.64 $244K - $327K
23.7K $4.86B
VST
Vistra Corp.

Utilities
1K
+ 10.68%
$98.07 - $195.04 $98.5K - $196K
10.4K $2.02B
VRT
Vertiv Holdings CO

Industrials
1.34K
+ 10.48%
N/A
14.1K $1.81B
UBER
Uber Technologies, Inc

Technology
4.81K
+ 26.53%
$64.62 - $93.3 $311K - $449K
22.9K $2.14B
COST
Costco Wholesale Corp

Consumer Defensive
185
+ 2.03%
$908.13 - $1056.85 $168K - $196K
9.28K $9.19B
RTX
Raytheon Technologies Corp

Industrials
541
+ 1.55%
$113.75 - $148.48 $61.5K - $80.3K
35.5K $5.19B
NOW
Service Now, Inc.

Technology
111
+ 7.17%
$721.65 - $1040.18 $80.1K - $115K
1.66K $1.71B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2K
+ 3.55%
$45.98 - $56.15 $92.1K - $113K
58.4K $3.28B
TXN
Texas Instruments Inc

Technology
150
+ 1.08%
N/A
14.1K $2.92B
BX
Blackstone Inc.

Financial Services
85
+ 0.21%
$120.07 - $151.11 $10.2K - $12.8K
40K $5.98B
V
Visa Inc.

Financial Services
790
+ 3.02%
$308.27 - $373.31 $244K - $295K
26.9K $9.57B
SPGI
S&P Global Inc.

Financial Services
334
+ 3.41%
$438.31 - $527.29 $146K - $176K
10.1K $5.34B
MA
Mastercard Inc

Financial Services
417
+ 5.0%
$479.92 - $590.74 $200K - $246K
8.75K $4.92B
GD
General Dynamics Corp

Industrials
67
+ 0.39%
$247.68 - $291.66 $16.6K - $19.5K
17.1K $4.99B
INTU
Intuit Inc

Technology
131
+ 11.88%
$544.07 - $787.63 $71.3K - $103K
1.23K $972M
CRM
Salesforce, Inc.

Technology
698
+ 5.45%
$236.26 - $291.15 $165K - $203K
13.5K $3.68B
MCO
Moodys Corp

Financial Services
218
+ 6.97%
$396.7 - $501.59 $86.5K - $109K
3.35K $1.68B
PNC
Pnc Financial Services Group, Inc.

Financial Services
81
+ 0.51%
$149.76 - $186.42 $12.1K - $15.1K
16K $2.98B
ED
Consolidated Edison Inc

Utilities
2.09K
+ 27.81%
$98.05 - $113.3 $204K - $236K
9.58K $962M
GPC
Genuine Parts CO

Consumer Cyclical
258
+ 0.93%
$105.54 - $129.09 $27.2K - $33.3K
27.9K $3.38B
SPYG
Spdr Portfolio

ETFs
63
+ 1.22%
$71.83 - $95.32 $4.53K - $6.01K
5.21K $497M
PEG
Public Service Enterprise Group Inc

Utilities
359
+ 1.31%
$77.13 - $84.18 $27.7K - $30.2K
27.8K $2.34B
ADP
Automatic Data Processing Inc

Industrials
135
+ 0.98%
$276.76 - $326.81 $37.4K - $44.1K
13.9K $4.29B
LLY
Eli Lilly & CO

Healthcare
252
+ 7.61%
$713.71 - $898.95 $180K - $227K
3.57K $2.78B
SO
Southern CO

Utilities
363
+ 1.1%
$84.91 - $92.56 $30.8K - $33.6K
33.3K $3.06B
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 0.11%
$335.24 - $380.78 $11.1K - $12.6K
30.4K $11.1B
ITW
Illinois Tool Works Inc

Industrials
18
+ 0.1%
$218.41 - $252.43 $3.93K - $4.54K
18.2K $4.5B
WM
Waste Management Inc

Industrials
169
+ 0.7%
$216.47 - $242.1 $36.6K - $40.9K
24.2K $5.54B
VZ
Verizon Communications Inc

Communication Services
1.15K
+ 1.76%
$41.67 - $45.62 $48K - $52.5K
66.7K $2.88B
AEP
American Electric Power CO Inc

Utilities
409
+ 1.35%
$98.59 - $109.11 $40.3K - $44.6K
30.6K $3.17B
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.05%
$210.83 - $235.28 $1.69K - $1.88K
15.5K $3.45B
KMB
Kimberly Clark Corp

Consumer Defensive
332
+ 1.92%
$126.84 - $145.22 $42.1K - $48.2K
17.6K $2.27B
MCD
Mcdonalds Corp

Consumer Cyclical
120
+ 0.7%
$285.55 - $321.23 $34.3K - $38.5K
17.4K $5.08B
PG
Procter & Gamble CO

Consumer Defensive
27
+ 0.09%
$157.66 - $172.39 $4.26K - $4.65K
31.2K $4.96B
JNJ
Johnson & Johnson

Healthcare
400
+ 1.29%
$146.36 - $159.82 $58.5K - $63.9K
31.5K $4.81B
ABBV
Abb Vie Inc.

Healthcare
214
+ 0.66%
$170.16 - $206.27 $36.4K - $44.1K
32.6K $6.06B
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 19 Reductions 19 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