Sponsored

The Analysis of Rockline Wealth Management, LLC's Holdings & P&L

Currently, Rockline Wealth Management, LLC holds 108 types of securities in its portfolio with a total value $460.1M. In the most recent quarter, they have increased their positions in CAT (+8.1K shares, valued at $5.8M), POWL (+9.2K shares, valued at $5.0M), N/A (+7.8K shares, valued at $3.8M); decreased their positions in SPGI (-10.7K shares, valued at $4.5M), V (-12.3K shares, valued at $3.7M), ADP (-12.7K shares, valued at $2.6M); initiated new positions in POWL (+9.2K shares, valued at $5.0M), N/A (+7.8K shares, valued at $3.8M), KLAC (+2.3K shares, valued at $3.4M).

1M P&L

+14.1M+3.06%

3M P&L

+30.1M+6.78%

HY P&L

+53.2M+12.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors74.9M

19.2%

2Software - Infrastructure51.5M

13.2%

3Consumer Electronics34.4M

8.8%

Top Industries by Stock Count

1N/A12 stocks

12.6%

2Aerospace & Defense6 stocks

6.3%

3Semiconductors5 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION404.9K shares-2.43%2026-03-312026-04-30

AAPL APPLE INC135.6K shares-3.75%2026-03-312026-04-30

MSFT MICROSOFT CORP57.6K shares0.30%2026-03-312026-04-30

META META PLATFORMS INC33.2K shares-0.67%2026-03-312026-04-30

ALPHABET INC ALPHABET INC63.0K shares-1.45%2026-03-312026-04-30

BROADCOM INC BROADCOM INC54.8K shares0.57%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC110.1K shares-4.02%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP56.1K shares-3.31%2026-03-312026-04-30

Sponsored

JPM JPMORGAN CHASE & CO34.4K shares-2.27%2026-03-312026-04-30

WMT WALMART INC79.7K shares-2.80%2026-03-312026-04-30

HD HOME DEPOT INC29.7K shares-3.60%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION9.4K shares-2.99%2026-03-312026-04-30

AMZN AMAZON COM INC44.8K shares-0.47%2026-03-312026-04-30

ORCL ORACLE CORP60.5K shares0.74%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON31.5K shares-1.65%2026-03-312026-04-30

ABBV ABBVIE INC32.9K shares-0.72%2026-03-312026-04-30

Sponsored

RTX RTX CORPORATION36.5K shares-2.60%2026-03-312026-04-30

TSLA TESLA INC18.0K shares1.71%2026-03-312026-04-30

CAT CATERPILLAR INC9.3K shares707.57%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC50.3K shares-1.24%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP17.5K shares-2.44%2026-03-312026-04-30

WM WASTE MGMT INC DEL24.5K shares-2.22%2026-03-312026-04-30

MCD MCDONALDS CORP17.9K shares-0.35%2026-03-312026-04-30

NEE NEXTERA ENERGY INC58.3K shares-3.61%2026-03-312026-04-30

Sponsored

VRT VERTIV HOLDINGS CO20.7K shares16.22%2026-03-312026-04-30

V VISA INC16.5K shares-42.81%2026-03-312026-04-30

POWL POWELL INDS INC9.2K sharesnew addition2026-03-312026-04-30

XOM EXXON MOBIL CORP29.0K shares-1.44%2026-03-312026-04-30

NFLX NETFLIX INC.49.6K shares-6.78%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC18.3K shares-2.71%2026-03-312026-04-30

KTOS KRATOS DEFENSE & SEC SOLUTIO65.5K shares-1.98%2026-03-312026-04-30

PSX PHILLIPS 6624.9K shares-1.25%2026-03-312026-04-30

Sponsored

DOV DOVER CORP21.3K shares-1.51%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC27.3K shares-3.72%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC32.7K shares-1.63%2026-03-312026-04-30

PG PROCTER & GAMBLE CO29.0K shares-2.75%2026-03-312026-04-30

NUE NUCOR CORP24.1K shares-0.44%2026-03-312026-04-30

LOW LOWES COS INC16.5K shares0.15%2026-03-312026-04-30

HUBBELL INC HUBBELL INC7.8K sharesnew addition2026-03-312026-04-30

KLAC KLA CORP2.3K sharesnew addition2026-03-312026-04-30

Sponsored

VZ VERIZON COMMUNICATIONS INC67.8K shares-1.88%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP3.7K sharesnew addition2026-03-312026-04-30

SO SOUTHERN CO33.4K shares-2.49%2026-03-312026-04-30

PEP PEPSICO INC19.7K shares-3.31%2026-03-312026-04-30

TXN TEXAS INSTRS INC15.5K shares-0.42%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC13.0K sharesnew addition2026-03-312026-04-30

MA MASTERCARD INCORPORATED5.9K shares-39.44%2026-03-312026-04-30

GPC GENUINE PARTS CO27.4K shares-6.22%2026-03-312026-04-30

Sponsored

BLACKSTONE INC BLACKSTONE INC23.2K shares-42.50%2026-03-312026-04-30

PWR QUANTA SVCS INC4.6K sharesnew addition2026-03-312026-04-30

VST VISTRA CORP13.6K shares2.47%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC9.2K shares-46.18%2026-03-312026-04-30

APH AMPHENOL CORP14.4K sharesnew addition2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC14.3K sharesnew addition2026-03-312026-04-30

ALPHABET INC ALPHABET INC5.2K shares0.10%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC18.7K shares-50.75%2026-03-312026-04-30

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.0K shares1.84%2026-03-312026-04-30

CRWV COREWEAVE INC10.4K shares9.36%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC804 shares-5.19%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2026-03-312026-04-30

VUG VANGUARD INDEX FDS1.3K shares84.83%2026-03-312026-04-30

CMI CUMMINS INC1.0K sharesnew addition2026-03-312026-04-30

FDN FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 40855 shares0.00%2026-03-312026-04-30

Sponsored

AMD ADVANCED MICRO DEVICES INC2.5K shares-2.22%2026-03-312026-04-30

ADI ANALOG DEVICES INC1.6K shares0.00%2026-03-312026-04-30

LINDE PLC LINDE PLC970 shares-0.10%2026-03-312026-04-30

MLI MUELLER INDS INC4.3K shares0.00%2026-03-312026-04-30

AMGN AMGEN INC1.2K shares0.00%2026-03-312026-04-30

DE DEERE & CO756 sharesnew addition2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS690 shares83.02%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL840 shares-14.11%2026-03-312026-04-30

Sponsored

SPYG SPDR SERIES TRUST4.0K shares-6.56%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-04-30

CAVA CAVA GROUP INC4.2K shares0.00%2026-03-312026-04-30

ESLT ELBIT SYS LTD395 shares0.00%2026-03-312026-04-30

PFS PROVIDENT FINL SVCS INC15.6K shares0.00%2026-03-312026-04-30

OKLO OKLO INC6.5K shares50.73%2026-03-312026-04-30

CSCO CISCO SYS INC4.1K shares0.02%2026-03-312026-04-30

LLY ELI LILLY & CO340 shares0.00%2026-03-312026-04-30

Sponsored

PM PHILIP MORRIS INTL INC1.9K shares0.00%2026-03-312026-04-30

AFL AFLAC INC2.6K shares0.00%2026-03-312026-04-30

HON HONEYWELL INTL INC1.2K shares0.00%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO839 shares-1.29%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC785 shares0.00%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC311 shares0.00%2026-03-312026-04-30

T AT&T INC9.0K shares-13.59%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC740 shares-11.27%2026-03-312026-04-30

Sponsored

GLD SPDR GOLD TR577 shares0.00%2026-03-312026-04-30

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F3.2K shares18.58%2026-03-312026-04-30

COIN COINBASE GLOBAL INC1.4K shares0.00%2026-03-312026-04-30

CRM SALESFORCE INC1.3K shares-89.64%2026-03-312026-04-30

CMCSA COMCAST CORP NEW8.1K shares-4.54%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-91.92%2026-03-312026-04-30

ALL ALLSTATE CORP1.1K shares0.00%2026-03-312026-04-30

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2026-03-312026-04-30

CB CHUBB LTD SWITZ657 shares0.00%2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND459 shares0.00%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP739 shares0.00%2026-03-312026-04-30

YUM YUM BRANDS INC1.3K shares0.00%2026-03-312026-04-30

IVW ISHARES TR1.8K shares0.00%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP1.7K shares-12.88%2026-03-312026-04-30

VXUS VANGUARD STAR FDS2.7K sharesnew addition2026-03-312026-04-30

Sponsored

APD AIR PRODUCTS AND CHEMICALS I701 sharesnew addition2026-03-312026-04-30

SPGI S&P GLOBAL INC476 shares-95.73%2026-03-312026-04-30

SPYM SPDR SERIES TRUST2.6K shares-2.44%2026-03-312026-04-30

EMR EMERSON ELEC CO1.5K shares-0.13%2026-03-312026-04-30

NVDA

NVIDIA CORPORATION

-2.43%

Shares404.9K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-3.75%

Shares135.6K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

0.30%

Shares57.6K

Event2026-03-31

Filed2026-04-30