Fund Holdings — Rockline Wealth Management, LLC

Total Portfolio Value
$483.07M
Total Bought
$57.52M
Total Sold
$22.08M
Net Transaction
+$35.44M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)413,683416,274+2,59165,35877,66816.08%+12,311
APPLE INC(AAPL)140,871140,158-71328,90335,6887.39%+6,786
BROADCOM INC(AVGO)44,86653,768+8,90212,36717,7393.67%+5,371
KRATOS DEFENSE & SEC SOLUTIO(KTOS)057,920+57,92005,2921.10%+5,292
ALPHABET INC(GOOG)58,57061,794+3,22410,39015,0503.12%+4,660
PALANTIR TECHNOLOGIES INC(PLTR)117,590113,010-4,58016,03020,6154.27%+4,585
ORACLE CORP(ORCL)53,29657,002+3,70611,65216,0313.32%+4,379
TESLA INC(TSLA)13,48515,770+2,2854,2847,0131.45%+2,730
LAM RESEARCH CORP(LRCX)50,88055,763+4,8834,9537,4671.55%+2,514
ABBVIE INC(ABBV)32,63732,740+1036,0587,5811.57%+1,523
HOME DEPOT INC(HD)30,37030,622+25211,13512,4082.57%+1,273
MICROSOFT CORP(MSFT)56,07456,248+17427,89229,1346.03%+1,242
RTX CORPORATION(RTX)35,51737,117+1,6005,1866,2111.29%+1,025
JOHNSON & JOHNSON(JNJ)31,50431,402-1024,8125,8231.21%+1,010
UBER TECHNOLOGIES INC(UBER)22,94831,991+9,0432,1413,1340.65%+993
META PLATFORMS INC(META)30,96932,469+1,50022,85823,8454.94%+987
GENERAL DYNAMICS CORP(GD)17,11817,460+3424,9935,9541.23%+961
JPMORGAN CHASE & CO.(JPM)34,04134,296+2559,86910,8182.24%+949
BLACKSTONE INC(BX)39,95540,041+865,9776,8411.42%+865
VERTIV HOLDINGS CO(VRT)14,10616,588+2,4821,8112,5020.52%+691
NORTHROP GRUMMAN CORP(NOC)01,018+1,01806200.13%+620
GENUINE PARTS CO(GPC)27,85328,491+6383,3793,9490.82%+570
WALMART INC(WMT)81,19582,365+1,1707,9398,4881.76%+549
PALO ALTO NETWORKS INC(PANW)23,73726,347+2,6104,8585,3651.11%+507
PHILLIPS 66(PSX)23,07023,914+8442,7523,2530.67%+500
LOWES COS INC(LOW)15,53815,661+1233,4473,9360.81%+488
MASTERCARD INCORPORATED(MA)8,7529,499+7474,9185,4031.12%+485
AMERICAN ELEC PWR CO INC30,59632,108+1,5123,1753,6120.75%+438
VISTRA CORP(VST)10,40512,111+1,7062,0172,3730.49%+356
ALPHABET INC(GOOG)5,2435,24309241,2750.26%+351
PNC FINL SVCS GROUP INC(PNC)15,96316,366+4032,9763,2880.68%+313
ILLINOIS TOOL WKS INC(ITW)18,20818,438+2304,5024,8081.00%+306
PROVIDENT FINL SVCS INC(PFS)015,586+15,58603000.06%+300
NEXTERA ENERGY INC(NEE)60,71559,276-1,4394,2154,4750.93%+260
OKLO INC(OKLO)02,313+2,31302580.05%+258
MCDONALDS CORP(MCD)17,37717,555+1785,0775,3351.10%+258
INTUIT(INTU)1,2341,781+5479721,2160.25%+244
MERCK & CO INC(MRK)55,23154,933-2984,3724,6110.95%+238
MOODYS CORP(MCO)3,3453,995+6501,6781,9040.39%+226
NORFOLK SOUTHN CORP(NSC)0739+73902220.05%+222
EXXON MOBIL CORP26,84027,583+7432,8933,1100.64%+217
BANK NEW YORK MELLON CORP01,987+1,98702170.04%+217
YUM BRANDS INC(YUM)01,348+1,34802050.04%+205
ELBIT SYS LTD(ESLT)0395+39502010.04%+201
AMAZON COM INC(AMZN)43,26744,138+8719,4929,6912.01%+199
PEPSICO INC(PEP)19,58019,824+2442,5852,7840.58%+199
NUCOR CORP(NUE)23,10223,331+2292,9933,1600.65%+167
VISA INC(V)26,94328,467+1,5249,5669,7182.01%+152
SERVICENOW INC(NOW)1,6592,014+3551,7051,8530.38%+148
VERIZON COMMUNICATIONS INC(VZ)66,65868,668+2,0102,8843,0180.62%+134
ROBINHOOD MKTS INC(HOOD)2,4132,41302263450.07%+120
SOUTHERN CO(SO)33,31733,355+383,0603,1610.65%+102
CATERPILLAR INC(CAT)1,0491,04904075010.10%+93
MUELLER INDS INC(MLI)4,2854,28503414330.09%+93
BLACKROCK INC(BLK)856848-88989890.20%+90
COREWEAVE INC(CRWV)5,8337,496+1,6639511,0260.21%+75
SPDR S&P 500 ETF TR(SPY)2,1162,072-441,3081,3810.29%+73
VANGUARD INDEX FDS611682+712683270.07%+59
L3HARRIS TECHNOLOGIES INC(LHX)83483402092550.05%+46
PUBLIC SVC ENTERPRISE GRP IN(PEG)27,83628,496+6602,3432,3780.49%+35
ALTRIA GROUP INC(MO)4,4034,40302582910.06%+33
SPDR SERIES TRUST
ST STR P500GRW
5,2095,020-1894975250.11%+28
GOLDMAN SACHS GROUP INC(GS)31131102202480.05%+28
MOTOROLA SOLUTIONS INC(MSI)792785-73333590.07%+26
SPDR S&P MIDCAP 400 ETF TR(MDY)85585504845100.11%+25
FIRST TR EXCHANGE-TRADED FD2,2582,25806086320.13%+24
ISHARES TR1,8411,84102032220.05%+20
SPDR SERIES TRUST
ST STR P500ETF
2,9933,026+332182370.05%+19
VANGUARD INDEX FDS369371+22102270.05%+18
AFLAC INC(AFL)2,6112,61102752920.06%+16
ANALOG DEVICES INC(ADI)1,5691,56903733860.08%+12
SPDR DOW JONES INDL AVERAGE(DIA)45945902022130.04%+11
INTERNATIONAL BUSINESS MACHS(IBM)1,4221,520+984194290.09%+10
LINDE PLC(LIN)97197104564610.10%+6
ALLSTATE CORP(ALL)1,1361,082-542292320.05%+4
SHERWIN WILLIAMS CO(SHW)85085002922940.06%+2
CONSOLIDATED EDISON INC(ED)9,5829,58209629630.20%+2
EDWARDS LIFESCIENCES CORP2,7722,77202172160.04%-1
AMGEN INC(AMGN)1,2401,216-243463430.07%-3
SPDR SERIES TRUST
ST STR P500VAL
3,9353,647-2882062020.04%-4
ABBOTT LABS2,5462,54603463410.07%-5
AIR PRODS & CHEMS INC88788702502420.05%-8
CISCO SYS INC(CSCO)4,1974,121-762912820.06%-9
MONDELEZ INTL INC(MDLZ)3,6493,64902462280.05%-18
COINBASE GLOBAL INC(COIN)1,4141,41404964770.10%-18
BERKSHIRE HATHAWAY INC DEL1,1561,078-785625420.11%-20
NETFLIX INC(NFLX)4,3314,818+4875,7995,7761.20%-23
KIMBERLY-CLARK CORP(KMB)17,61418,069+4552,2712,2470.47%-24
PAYCHEX INC(PAYX)1,9291,92902812450.05%-36
HONEYWELL INTL INC(HON)1,5311,509-223573180.07%-39
S&P GLOBAL INC(SPGI)10,13310,879+7465,3435,2951.10%-48
COMCAST CORP NEW(CCZ)8,8848,499-3853172670.06%-50
AT&T INC(T)12,06010,067-1,9933492840.06%-65
PHILIP MORRIS INTL INC(PM)4,3164,31607867000.14%-86
EMERSON ELEC CO(EMR)2,7381,538-1,2003652020.04%-163
WASTE MGMT INC DEL(WM)24,20824,312+1045,5395,3691.11%-170
VANGUARD SPECIALIZED FUNDS1,9451,020-9253982200.05%-178
TEXAS INSTRS INC(TXN)14,05814,451+3932,9192,6550.55%-264
AUTOMATIC DATA PROCESSING IN13,91613,589-3274,2923,9880.83%-303
PROCTER AND GAMBLE CO(PG)31,15829,902-1,2564,9644,5950.95%-370
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Rockline Wealth Management, LLC — 13F Holdings — Q3 2025 | TickerTrail