Investor Details
| Filer Name: | ROCKLINE WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 2005098 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-24 |
| Number of Holdings: | 100 |
| Portfolio Value: | $0.37B |
Rockline Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 417,158 | $56M | 14.97% | -0.6% | - |
| AAPL | US | APPLE INC | 147,928 | $37M | 9.90% | -0.7% | - |
| MSFT | US | MICROSOFT CORP | 54,806 | $23M | 6.17% | 2.3% | - |
| META | US | META PLATFORMS INC-CLASS A | 22,199 | $13M | 3.47% | 5.0% | - |
| HD | US | HOME DEPOT INC | 29,771 | $12M | 3.09% | 3.7% | - |
| GOOG | US | ALPHABET INC-CL C | 49,510 | $9M | 2.52% | 5.0% | - |
| AMZN | US | AMAZON.COM INC | 41,081 | $9M | 2.41% | 2.5% | - |
| COST | US | COSTCO WHOLESALE CORP | 8,967 | $8M | 2.20% | 2.6% | - |
| JPM | US | JPMORGAN CHASE & CO | 33,178 | $8M | 2.12% | 3.8% | - |
| V | US | VISA INC-CLASS A SHARES | 24,927 | $8M | 2.10% | 5.8% | - |
| BX | US | BLACKSTONE INC | 39,196 | $7M | 1.81% | 0.1% | - |
| PLTR | US | PALANTIR TECHNOLOGIES INC-A | 88,029 | $7M | 1.78% | 24.9% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 12,305 | $6M | 1.66% | 1.6% | - |
| AVGO | US | BROADCOM INC | 25,905 | $6M | 1.60% | 7.2% | - |
| ABBV | US | ABBVIE INC | 32,037 | $6M | 1.52% | 4.7% | - |
| MRK | US | MERCK & CO. INC. | 55,894 | $6M | 1.49% | 4.9% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 30,230 | $5M | 1.35% | 5.1% | - |
| MCD | US | MCDONALD'S CORP | 16,807 | $5M | 1.30% | 4.5% | - |
| WM | US | WASTE MANAGEMENT INC | 23,692 | $5M | 1.28% | 4.4% | - |
| TSLA | US | TESLA INC | 11,667 | $5M | 1.26% | 3.0% | - |