Rockline Wealth Management, LLC Incresed Positions in Q3 2025

Rockline Wealth Management, LLC

  • $472 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.54%
$567.77 - $614.76 $1.14K - $1.23K
371 $227K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33
+ 1.1%
$72.65 - $78.68 $2.4K - $2.6K
3.03K $237K
VUG
Vanguard Growth ETF

ETFs
71
+ 11.62%
$433.97 - $484.08 $30.8K - $34.4K
682 $327K
IBM
International Business Machines Corp

Technology
98
+ 6.89%
$234.77 - $292.47 $23K - $28.7K
1.52K $428K
Coreweave Inc
1.66K
+ 28.51%
N/A
7.5K $0
INTU
Intuit Inc

Technology
547
+ 44.33%
$646.03 - $807.39 $353K - $442K
1.78K $1.22M
MCO
Moodys Corp

Financial Services
650
+ 19.43%
$472.69 - $521.32 $307K - $339K
4K $1.9M
NOW
Service Now, Inc.

Technology
355
+ 21.4%
$850.86 - $1044.69 $302K - $371K
2.01K $1.85M
VRT
Vertiv Holdings CO

Industrials
2.48K
+ 17.6%
N/A
16.6K $1.44M
VST
Vistra Corp.

Utilities
1.71K
+ 16.4%
$182.0 - $217.92 $310K - $372K
12.1K $2.37M
KMB
Kimberly Clark Corp

Consumer Defensive
455
+ 2.58%
$121.72 - $136.77 $55.4K - $62.2K
18.1K $2.25M
PEG
Public Service Enterprise Group Inc

Utilities
660
+ 2.37%
$79.99 - $90.14 $52.8K - $59.5K
28.5K $2.38M
PEP
Pepsico Inc

Consumer Defensive
244
+ 1.25%
$133.81 - $152.16 $32.6K - $37.1K
19.8K $2.78M
PSX
Phillips 66

Energy
844
+ 3.66%
$118.37 - $139.46 $99.9K - $118K
23.9K $3.25M
VZ
Verizon Communications Inc

Communication Services
2.01K
+ 3.02%
$40.84 - $45.06 $82.1K - $90.6K
68.7K $3.02M
XOM
Exxon Mobil Corp

Energy
743
+ 2.77%
$105.83 - $117.22 $78.6K - $87.1K
27.6K $3.11M
TXN
Texas Instruments Inc

Technology
393
+ 2.8%
N/A
14.5K $2.81M
PNC
Pnc Financial Services Group, Inc.

Financial Services
403
+ 2.52%
$185.88 - $207.44 $74.9K - $83.6K
16.4K $3.29M
NUE
Nucor Corp

Basic Materials
229
+ 0.99%
$133.3 - $150.33 $30.5K - $34.4K
23.3K $3.16M
SO
Southern CO

Utilities
38
+ 0.11%
$90.83 - $96.0 $3.45K - $3.65K
33.4K $3.16M
AEP
American Electric Power CO Inc

Utilities
1.51K
+ 4.94%
$103.26 - $115.0 $156K - $174K
32.1K $3.61M
GPC
Genuine Parts CO

Consumer Cyclical
638
+ 2.29%
$122.23 - $142.77 $78K - $91.1K
28.5K $3.95M
LOW
Lowes Companies Inc

Consumer Cyclical
123
+ 0.79%
$215.01 - $273.02 $26.4K - $33.6K
15.7K $3.94M
TSLA
Tesla, Inc.

Consumer Cyclical
2.29K
+ 16.94%
$293.94 - $444.72 $672K - $1.02M
15.8K $7.01M
ITW
Illinois Tool Works Inc

Industrials
230
+ 1.26%
$252.31 - $269.41 $58K - $62K
18.4K $4.81M
PANW
Palo Alto Networks Inc

Technology
2.61K
+ 11.0%
$167.06 - $208.19 $436K - $543K
26.3K $5.36M
MA
Mastercard Inc

Financial Services
747
+ 8.54%
$550.18 - $598.96 $411K - $447K
9.5K $5.4M
Lam Research Corp
4.88K
+ 9.6%
N/A
55.8K $0
GD
General Dynamics Corp

Industrials
342
+ 2.0%
$293.92 - $341.0 $101K - $117K
17.5K $5.95M
MCD
Mcdonalds Corp

Consumer Cyclical
178
+ 1.02%
$291.67 - $316.99 $51.9K - $56.4K
17.6K $5.33M
RTX
Raytheon Technologies Corp

Industrials
1.6K
+ 4.5%
$144.19 - $167.33 $231K - $268K
37.1K $6.21M
SPGI
S&P Global Inc.

Financial Services
746
+ 7.36%
$484.94 - $564.15 $362K - $421K
10.9K $5.29M
WM
Waste Management Inc

Industrials
104
+ 0.43%
$213.88 - $237.1 $22.2K - $24.7K
24.3K $5.37M
NFLX
Netflix Inc

Communication Services
487
+ 11.24%
$1147.87 - $1297.18 $559K - $632K
4.82K $5.78M
BX
Blackstone Inc.

Financial Services
86
+ 0.22%
$152.77 - $188.68 $13.1K - $16.2K
40K $6.84M
ABBV
Abb Vie Inc.

Healthcare
103
+ 0.32%
$184.85 - $231.54 $19K - $23.8K
32.7K $7.58M
WMT
Walmart Inc.

Consumer Defensive
1.17K
+ 1.44%
$94.4 - $104.27 $110K - $122K
82.4K $8.49M
COST
Costco Wholesale Corp

Consumer Defensive
182
+ 1.96%
$915.95 - $994.57 $167K - $181K
9.47K $8.76M
AMZN
Amazon Com Inc

Consumer Cyclical
871
+ 2.01%
$211.65 - $238.24 $184K - $208K
44.1K $9.69M
V
Visa Inc.

Financial Services
1.52K
+ 5.66%
$332.09 - $358.86 $506K - $547K
28.5K $9.72M
JPM
Jpmorgan Chase & CO

Financial Services
255
+ 0.75%
$282.78 - $316.06 $72.1K - $80.6K
34.3K $10.8M
GOOG
Alphabet Inc.

Communication Services
3.22K
+ 5.5%
$175.16 - $255.24 $565K - $823K
61.8K $15M
HD
Home Depot, Inc.

Consumer Cyclical
252
+ 0.83%
$357.4 - $423.42 $90.1K - $107K
30.6K $12.4M
ORCL
Oracle Corp

Technology
3.71K
+ 6.95%
$218.96 - $328.33 $811K - $1.22M
57K $16M
AVGO
Broadcom Inc.

Technology
8.9K
+ 19.84%
$264.74 - $369.57 $2.36M - $3.29M
53.8K $17.7M
META
Meta Platforms, Inc.

Communication Services
1.5K
+ 4.84%
$695.21 - $791.73 $1.04M - $1.19M
32.5K $23.8M
MSFT
Microsoft Corp

Technology
174
+ 0.31%
$491.09 - $535.64 $85.4K - $93.2K
56.2K $29.1M
NVDA
Nvidia Corp

Technology
2.59K
+ 0.63%
$153.3 - $186.58 $397K - $483K
416K $77.7M
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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