HoldingsChannel.com
All Stocks Held By Rockline Wealth Management LLC
As of  03/31/2024, we find all stocks held by Rockline Wealth Management LLC to be as follows, presented in the table below with each row detailing each Rockline Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Rockline Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Rockline Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
NVIDIA CORPORATION 41,409 +2,580 $37,416
     NVDA41,409+2,580$37,416
APPLE INC 126,531 +5,218 $21,698
     AAPL126,531+5,218$21,698
MICROSOFT CORP 47,536 +1,328 $19,999
     MSFT47,536+1,328$19,999
HOME DEPOT INC 26,860 +299 $10,303
     HD26,860+299$10,303
META PLATFORMS INC 14,742 +904 $7,158
     META14,742+904$7,158
MERCK & CO INC 46,423 +646 $6,125
     MRK46,423+646$6,125
JPMORGAN CHASE & CO 30,418 +544 $6,093
     JPM30,418+544$6,093
COSTCO WHSL CORP NEW 8,202 +150 $6,009
     COST8,202+150$6,009
AMAZON COM INC 32,544 +2,285 $5,870
     AMZN32,544+2,285$5,870
VISA INC 20,473 +1,187 $5,714
     V20,473+1,187$5,714
UNITEDHEALTH GROUP INC 11,308 +246 $5,594
     UNH11,308+246$5,594
ABBVIE INC 28,781 +477 $5,241
     ABBV28,781+477$5,241
BLACKSTONE INC 37,897 +5,679 $4,979
     BX37,897+5,679$4,979
TARGET CORP 27,916 +164 $4,947
     TGT27,916+164$4,947
WASTE MGMT INC DEL 21,828 +463 $4,653
     WM21,828+463$4,653
MICROCHIP TECHNOLOGY INC. 50,116 +782 $4,496
     MCHP50,116+782$4,496
NUCOR CORP 22,262 +136 $4,406
     NUE22,262+136$4,406
ILLINOIS TOOL WKS INC 16,279 +323 $4,368
     ITW16,279+323$4,368
PROCTER AND GAMBLE CO 26,833 +541 $4,354
     PG26,833+541$4,354
ALPHABET INC 28,548 +1,930 $4,347
     GOOG28,548+1,930$4,347
MCDONALDS CORP 15,407 +245 $4,344
     MCD15,407+245$4,344
JOHNSON & JOHNSON 26,803 +488 $4,240
     JNJ26,803+488$4,240
GENERAL DYNAMICS CORP 14,931 +257 $4,218
     GD14,931+257$4,218
LAM RESEARCH CORP 4,161 +343 $4,043
     LRCX4,161+343$4,043
GENUINE PARTS CO 23,358 +98 $3,619
     GPC23,358+98$3,619
LOWES COS INC 13,932 +347 $3,549
     LOW13,932+347$3,549
SALESFORCE INC 11,696 +1,009 $3,523
     CRM11,696+1,009$3,523
DOVER CORP 18,982 +314 $3,363
     DOV18,982+314$3,363
S&P GLOBAL INC 7,762 +5,713 $3,302
     SPGI7,762+5,713$3,302
NEXTERA ENERGY INC 51,353 +992 $3,282
     NEE51,353+992$3,282
PHILLIPS 66 19,864 +584 $3,245
     PSX19,864+584$3,245
MASTERCARD INCORPORATED 6,651 +643 $3,203
     MA6,651+643$3,203
PEPSICO INC 17,385 +246 $3,043
     PEP17,385+246$3,043
RTX CORPORATION 29,682 +702 $2,895
     RTX29,682+702$2,895
BROADCOM INC 2,171 +2,171 $2,877
     AVGO2,171+2,171$2,877
AUTOMATIC DATA PROCESSING IN 11,114 +184 $2,776
     ADP11,114+184$2,776
UNITED PARCEL SERVICE INC 18,601 -151 $2,765
     UPS18,601-151$2,765
EXXON MOBIL CORP 23,046 +391 $2,679
     XOM23,046+391$2,679
PFIZER INC 92,649 +2,423 $2,571
     PFE92,649+2,423$2,571
WALMART INC 42,059 +28,422 $2,531
     WMT42,059+28,422$2,531
ORACLE CORP 18,530 +1,334 $2,328
     ORCL18,530+1,334$2,328
CHIPOTLE MEXICAN GRILL INC 759 +78 $2,205
     CMG759+78$2,205
AMERICAN ELEC PWR CO INC 25,194 +795 $2,169
     AEP25,194+795$2,169
SOUTHERN CO 28,475 +731 $2,043
     SO28,475+731$2,043
NETFLIX INC 3,358 +229 $2,039
     NFLX3,358+229$2,039
VERIZON COMMUNICATIONS INC 47,685 +1,976 $2,001
     VZ47,685+1,976$2,001
PNC FINL SVCS GROUP INC 12,370 +584 $1,999
     PNC12,370+584$1,999
TEXAS INSTRS INC 11,407 +358 $1,987
     TXN11,407+358$1,987
ELI LILLY & CO 2,540 +511 $1,976
     LLY2,540+511$1,976
KIMBERLY CLARK CORP 14,168 +502 $1,833
     KMB14,168+502$1,833
TESLA INC 8,418 -1,738 $1,480
     TSLA8,418-1,738$1,480
PALO ALTO NETWORKS INC 4,901 +1,358 $1,393
     PANW4,901+1,358$1,393
PUBLIC SVC ENTERPRISE GRP IN 20,346 +965 $1,359
     PEG20,346+965$1,359
PALANTIR TECHNOLOGIES INC 56,593 +8,083 $1,302
     PLTR56,593+8,083$1,302
LULULEMON ATHLETICA INC 3,271 +332 $1,278
     LULU3,271+332$1,278
ADOBE INC 2,454 +249 $1,238
     ADBE2,454+249$1,238
DIAGEO PLC 8,146 +306 $1,212
     DEO8,146+306$1,212
DANAHER CORPORATION 4,838 +640 $1,208
     DHR4,838+640$1,208
MOODYS CORP 2,495 +249 $981
     MCO2,495+249$981
SERVICENOW INC 1,189 +126 $906
     NOW1,189+126$906
ZOETIS INC 4,913 +540 $831
     ZTS4,913+540$831
ALPHABET INC 5,451 -95 $823
     GOOGL5,451-95$823
THERMO FISHER SCIENTIFIC INC 1,299 +108 $755
     TMO1,299+108$755
BLACKROCK INC 823 UNCH $686
     BLK823UNCH$686
CONSOLIDATED EDISON INC 7,382 +7,382 $670
     ED7,382+7,382$670
OKTA INC 6,187 +1,136 $647
     OKTA6,187+1,136$647
FIRST TR EXCHANGE TRADED FD (FDN) 3,087 UNCH $633
     FDN3,087UNCH$633
SPDR S&P 500 ETF TR (SPY) 1,180 -1,274 $617
     SPY1,180-1,274$617
INTUIT 823 +89 $535
     INTU823+89$535
SNOWFLAKE INC 2,882 +458 $466
     SNOW2,882+458$466
LINDE PLC 981 UNCH $455
     LIN981UNCH$455
BERKSHIRE HATHAWAY INC DEL      $395
     BRK.B940-7$395
VANGUARD SPECIALIZED FUNDS (VIG) 2,056 +267 $375
     VIG2,056+267$375
AMGEN INC 1,246 UNCH $354
     AMGN1,246UNCH$354
CATERPILLAR INC 917 UNCH $336
     CAT917UNCH$336
ZSCALER INC 1,710 +246 $329
     ZS1,710+246$329
ANALOG DEVICES INC 1,649 -33 $326
     ADI1,649-33$326
COMCAST CORP NEW 7,439 UNCH $322
     CMCSA7,439UNCH$322
COINBASE GLOBAL INC 1,157 +1,157 $307
     COIN1,157+1,157$307
DISNEY WALT CO 2,510 -189 $307
     DIS2,510-189$307
ADVANCED MICRO DEVICES INC 1,680 +1,680 $303
     AMD1,680+1,680$303
SHERWIN WILLIAMS CO 850 UNCH $295
     SHW850UNCH$295
CAVA GROUP INC 4,048 +4,048 $284
     CAVA4,048+4,048$284
CISCO SYS INC 5,090 -57,116 $254
     CSCO5,090-57,116$254
STARBUCKS CORP 2,682 -337 $245
     SBUX2,682-337$245
PAYCHEX INC 1,929 -11 $237
     PAYX1,929-11$237
MUELLER INDS INC 4,328 UNCH $233
     MLI4,328UNCH$233
MEDTRONIC PLC 2,602 -38 $227
     MDT2,602-38$227
AFLAC INC 2,611 UNCH $224
     AFL2,611UNCH$224
AIR PRODS & CHEMS INC 894 UNCH $217
     APD894UNCH$217
ACCENTURE PLC IRELAND 619 UNCH $215
     ACN619UNCH$215
GRAYSCALE BITCOIN TR BTC 3,208 +3,208 $203
     GBTC3,208+3,208$203
SUPER MICRO COMPUTER INC 199 +199 $201
     SMCI199+199$201
AEVA TECHNOLOGIES INC $0 (exited)
     AEVA0-11,046$0
US BANCORP DEL 0 -42,360 $0 (exited)
     USB0-42,360$0

See Summary: Rockline Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Rockline Wealth Management LLC

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
AVGO +2,171+$2,877
ED +7,382+$670
COIN +1,157+$307
AMD +1,680+$303
CAVA +4,048+$284
GBTC +3,208+$203
SMCI +199+$201
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
USB -42,360-$1,833
AEVA -11,046-$8
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
WMT +28,422+$381
PLTR +8,083+$469
SPGI +5,713+$2,399
BX +5,679+$761
AAPL +5,218-$1,658
NVDA +2,580+$18,187
PFE +2,423-$27
AMZN +2,285+$1,272
VZ +1,976+$278
GOOG +1,930+$596
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
CSCO -57,116-$2,889
TSLA -1,738-$1,044
SPY -1,274-$550
SBUX -337-$45
DIS -189+$63
UPS -151-$183
GOOGL -95+$48
MDT -38+$10
ADI -33-$8
Rockline Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $286,082
At 12/31/2023: $240,750

Rockline Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rockline Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Rockline Wealth Management LLC | www.HoldingsChannel.com

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