Rockline Wealth Management, LLC Incresed Positions in Q4 2024

Rockline Wealth Management, LLC

  • $374 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
17.6K
+ 24.93%
$36.46 - $82.38 $640K - $1.45M
88K $6.66B
AVGO
Broadcom Inc.

Technology
1.74K
+ 7.18%
$159.67 - $250.0 $277K - $434K
25.9K $6.01B
TSLA
Tesla, Inc.

Consumer Cyclical
344
+ 3.04%
$213.65 - $479.86 $73.5K - $165K
11.7K $4.71B
GOOG
Alphabet Inc.

Communication Services
2.37K
+ 5.03%
$163.08 - $198.16 $387K - $470K
49.5K $9.43B
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 2.52%
$180.88 - $232.93 $183K - $235K
41.1K $9.01B
V
Visa Inc.

Financial Services
1.36K
+ 5.79%
$273.87 - $320.91 $374K - $438K
24.9K $7.88B
JPM
Jpmorgan Chase & CO

Financial Services
1.22K
+ 3.8%
$205.18 - $250.29 $249K - $304K
33.2K $7.95B
META
Meta Platforms, Inc.

Communication Services
1.07K
+ 5.04%
$554.08 - $632.68 $590K - $674K
22.2K $13B
CRM
Salesforce, Inc.

Technology
303
+ 2.54%
$270.87 - $367.87 $82.1K - $111K
12.2K $4.08B
NFLX
Netflix Inc

Communication Services
128
+ 3.44%
$687.65 - $936.56 $88K - $120K
3.84K $3.43B
WMT
Walmart Inc.

Consumer Defensive
2.37K
+ 5.29%
$79.1 - $95.7 $187K - $227K
47.1K $4.26B
COST
Costco Wholesale Corp

Consumer Defensive
226
+ 2.59%
$873.59 - $994.69 $197K - $225K
8.97K $8.22B
ADP
Automatic Data Processing Inc

Industrials
637
+ 5.01%
$280.08 - $307.97 $178K - $196K
13.3K $3.91B
MA
Mastercard Inc

Financial Services
256
+ 3.38%
$491.3 - $536.15 $126K - $137K
7.83K $4.12B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.26K
+ 9.13%
$178.39 - $215.0 $224K - $270K
15K $2.9B
NOW
Service Now, Inc.

Technology
87
+ 6.43%
$867.18 - $1148.42 $75.4K - $99.9K
1.44K $1.53B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.01K
+ 3.97%
$55.73 - $66.16 $112K - $133K
52.7K $3.18B
PANW
Palo Alto Networks Inc

Technology
6.09K
+ 107.65%
$181.96 - $405.9 $1.11M - $2.47M
11.7K $2.14B
ORCL
Oracle Corp

Technology
1.56K
+ 6.04%
$165.41 - $192.43 $258K - $300K
27.4K $4.57B
SPGI
S&P Global Inc.

Financial Services
605
+ 6.99%
$480.36 - $529.17 $291K - $320K
9.26K $4.61B
DOV
Dover Corp

Industrials
1.03K
+ 5.16%
$184.72 - $206.51 $190K - $213K
21K $3.94B
PG
Procter & Gamble CO

Consumer Defensive
1.46K
+ 5.08%
$161.05 - $179.7 $235K - $263K
30.2K $5.07B
RTX
Raytheon Technologies Corp

Industrials
2.15K
+ 6.79%
$114.45 - $127.21 $246K - $274K
33.8K $3.91B
WM
Waste Management Inc

Industrials
1K
+ 4.41%
$201.79 - $228.46 $202K - $228K
23.7K $4.78B
PEG
Public Service Enterprise Group Inc

Utilities
2.14K
+ 8.95%
$81.87 - $94.51 $175K - $202K
26.1K $2.2B
SPYG
Spdr Portfolio

ETFs
507
+ 11.32%
$81.74 - $91.38 $41.4K - $46.3K
4.98K $438M
ITW
Illinois Tool Works Inc

Industrials
818
+ 4.85%
$253.56 - $278.5 $207K - $228K
17.7K $4.48B
MLI
Mueller Industries Inc

Industrials
500
+ 11.55%
$71.2 - $95.34 $35.6K - $47.7K
4.83K $383M
MCO
Moodys Corp

Financial Services
95
+ 3.39%
$454.04 - $500.88 $43.1K - $47.6K
2.9K $1.37B
INTU
Intuit Inc

Technology
53
+ 5.71%
$602.01 - $706.25 $31.9K - $37.4K
982 $617M
MSFT
Microsoft Corp

Technology
1.21K
+ 2.26%
$406.35 - $454.46 $492K - $550K
54.8K $23.1B
MO
Altria Group, Inc.

Consumer Defensive
300
+ 7.31%
$49.06 - $57.74 $14.7K - $17.3K
4.4K $230M
PM
Philip Morris International Inc.

Consumer Defensive
180
+ 4.35%
$118.38 - $133.06 $21.3K - $24K
4.32K $519M
KMB
Kimberly Clark Corp

Consumer Defensive
1.23K
+ 8.09%
$130.37 - $146.09 $161K - $180K
16.5K $2.16B
UPS
United Parcel Service Inc

Industrials
1.48K
+ 7.54%
$122.65 - $138.35 $182K - $205K
21.1K $2.66B
MCD
Mcdonalds Corp

Consumer Cyclical
728
+ 4.53%
$288.47 - $316.54 $210K - $230K
16.8K $4.87B
MDLZ
Mondelez International, Inc.

Consumer Defensive
300
+ 8.96%
$59.25 - $72.99 $17.8K - $21.9K
3.65K $218M
UBER
Uber Technologies, Inc

Technology
2.57K
+ 19.46%
$59.93 - $86.34 $154K - $222K
15.8K $951M
VZ
Verizon Communications Inc

Communication Services
5.61K
+ 10.01%
$39.6 - $45.21 $222K - $254K
61.7K $2.47B
HD
Home Depot, Inc.

Consumer Cyclical
1.06K
+ 3.68%
$385.02 - $431.37 $407K - $456K
29.8K $11.6B
Cava Group Inc
37
+ 0.7%
N/A
5.33K $601M
TXN
Texas Instruments Inc

Technology
937
+ 7.61%
N/A
13.2K $2.48B
XOM
Exxon Mobil Corp

Energy
1.5K
+ 6.13%
$105.51 - $125.37 $158K - $188K
25.9K $2.79B
AEP
American Electric Power CO Inc

Utilities
2.12K
+ 7.91%
$90.91 - $102.21 $193K - $217K
28.9K $2.67B
SO
Southern CO

Utilities
1.83K
+ 6.13%
$81.5 - $94.15 $149K - $172K
31.7K $2.61B
TMO
Thermo Fisher Scientific Inc.

Healthcare
85
+ 5.89%
$501.29 - $612.85 $42.6K - $52.1K
1.53K $795M
ZTS
Zoetis Inc.

Healthcare
252
+ 4.52%
$162.24 - $194.42 $40.9K - $49K
5.82K $949M
ADBE
Adobe Inc.

Technology
133
+ 4.83%
$437.39 - $552.96 $58.2K - $73.5K
2.88K $1.28B
LOW
Lowes Companies Inc

Consumer Cyclical
679
+ 4.69%
$244.52 - $284.07 $166K - $193K
15.2K $3.74B
Activity Summary
Buys All Purchases 69 New Holdings 5 Increased Positions 64 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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