Sponsored

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

Currently, Rockline Wealth Management, LLC holds 107 types of securities in its portfolio with a total value $522.4M. In the most recent quarter, they have increased their positions in MU (+6.4K shares, valued at $7.4M), KLAC (+23.2K shares, valued at $7.0M), POWL (+21.7K shares, valued at $6.2M); decreased their positions in KTOS (-58.0K shares, valued at $2.9M), NVDA (-8.7K shares, valued at $1.7M), PANW (-4.0K shares, valued at $1.3M); initiated new positions in N/A (+7.1K shares, valued at $1.2M), ARM (+1.0K shares, valued at $367.7K), INTC (+2.1K shares, valued at $298.7K).

1M P&L

-3.3M-0.83%

3M P&L

-30.0M-7.10%

HY P&L

+17.4M+4.64%

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

1Semiconductors95.2M

24.4%

2Consumer Electronics39.0M

10.0%

3Semiconductor Equipment & Materials32.0M

8.2%

Top Industries by Stock Count

1N/A13 stocks

15.3%

2Semiconductors8 stocks

9.4%

3Aerospace & Defense6 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION396.1K shares-2.16%2026-06-302026-07-24

AAPL APPLE INC134.9K shares-0.55%2026-06-302026-07-24

LRCX LAM RESEARCH CORP56.2K shares0.11%2026-06-302026-07-24

GOOG ALPHABET INC63.6K shares0.97%2026-06-302026-07-24

MSFT MICROSOFT CORP57.7K shares0.13%2026-06-302026-07-24

BROADCOM INC BROADCOM INC55.6K shares1.46%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC32.3K shares-2.69%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC103.5K shares-5.93%2026-06-302026-07-24

Sponsored

AMZN AMAZON COM INC45.9K shares2.39%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO33.2K shares-3.33%2026-06-302026-07-24

CAT CATERPILLAR INC9.8K shares5.10%2026-06-302026-07-24

HD HOME DEPOT INC27.1K shares-8.64%2026-06-302026-07-24

ORACLE CORP ORACLE CORP61.1K shares0.96%2026-06-302026-07-24

POWL POWELL INDS INC30.9K shares236.33%2026-06-302026-07-24

WMT WALMART INC77.7K shares-2.47%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION9.3K shares-1.74%2026-06-302026-07-24

Sponsored

MU MICRON TECHNOLOGY INC7.2K shares821.53%2026-06-302026-07-24

ABBVIE INC ABBVIE INC32.5K shares-1.36%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON31.5K shares0.07%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC23.3K shares-14.47%2026-06-302026-07-24

VRT VERTIV HOLDINGS CO23.1K shares11.56%2026-06-302026-07-24

KLAC KLA CORP25.5K shares997.80%2026-06-302026-07-24

TSLA TESLA INC17.9K shares-0.84%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION36.4K shares-0.15%2026-06-302026-07-24

Sponsored

MRK MERCK & CO INC49.5K shares-1.55%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP17.4K shares-0.50%2026-06-302026-07-24

VISA INC VISA INC16.2K shares-1.50%2026-06-302026-07-24

NUE NUCOR CORP23.9K shares-0.97%2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL23.8K shares-2.75%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC57.7K shares-1.03%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC17.7K shares-3.04%2026-06-302026-07-24

MCD MCDONALDS CORP17.5K shares-2.40%2026-06-302026-07-24

Sponsored

DOV DOVER CORP20.8K shares-2.39%2026-06-302026-07-24

TXN TEXAS INSTRS INC15.5K shares0.30%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC32.2K shares-1.59%2026-06-302026-07-24

HUBB HUBBELL INC8.3K shares6.99%2026-06-302026-07-24

PSX PHILLIPS 6625.0K shares0.41%2026-06-302026-07-24

QUANTA SVCS INC QUANTA SVCS INC5.8K shares27.56%2026-06-302026-07-24

PG PROCTER & GAMBLE CO28.2K shares-2.78%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP29.1K shares0.37%2026-06-302026-07-24

Sponsored

PH PARKER-HANNIFIN CORP3.9K shares6.75%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC14.0K shares7.46%2026-06-302026-07-24

LOW LOWES COS INC16.6K shares0.85%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.48.2K shares-2.81%2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO32.8K shares-1.63%2026-06-302026-07-24

GPC GENUINE PARTS CO26.4K shares-3.53%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED5.8K shares-2.47%2026-06-302026-07-24

APH AMPHENOL CORP16.8K shares16.49%2026-06-302026-07-24

Sponsored

VZ VERIZON COMMUNICATIONS INC67.3K shares-0.68%2026-06-302026-07-24

ANET ARISTA NETWORKS INC16.6K shares16.22%2026-06-302026-07-24

PEP PEPSICO INC19.4K shares-1.47%2026-06-302026-07-24

BX BLACKSTONE INC21.9K shares-5.49%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC9.2K shares0.30%2026-06-302026-07-24

GOOGL ALPHABET INC5.6K shares6.22%2026-06-302026-07-24

VST VISTRA CORP11.1K shares-18.54%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.9K shares-5.12%2026-06-302026-07-24

Sponsored

AMD ADVANCED MICRO DEVICES INC2.5K shares-0.80%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC19.2K shares2.75%2026-06-302026-07-24

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP7.1K sharesnew addition2026-06-302026-07-24

DE DEERE & CO1.4K shares79.76%2026-06-302026-07-24

BLK BLACKROCK INC804 shares0.00%2026-06-302026-07-24

CRWV COREWEAVE INC6.5K shares-37.39%2026-06-302026-07-24

VUG VANGUARD INDEX FDS7.4K shares480.92%2026-06-302026-07-24

ADI ANALOG DEVICES INC1.6K shares0.00%2026-06-302026-07-24

Sponsored

OKLO OKLO INC11.7K shares79.45%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40852 shares-0.35%2026-06-302026-07-24

FDN FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2026-06-302026-07-24

MLI MUELLER INDS INC4.3K shares0.00%2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2026-06-302026-07-24

LIN LINDE PLC970 shares0.00%2026-06-302026-07-24

SPYG SPDR SERIES TRUST4.1K shares1.44%2026-06-302026-07-24

VOO VANGUARD INDEX FDS685 shares-0.72%2026-06-302026-07-24

Sponsored

CISCO SYS INC CISCO SYS INC3.9K shares-4.34%2026-06-302026-07-24

AMGN AMGEN INC1.2K shares-3.13%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-4.21%2026-06-302026-07-24

LLY ELI LILLY & CO340 shares0.00%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL777 shares-7.50%2026-06-302026-07-24

KTOS KRATOS DEFENSE & SEC SOLUTIO7.5K shares-88.60%2026-06-302026-07-24

PFS PROVIDENT FINL SVCS INC15.6K shares0.00%2026-06-302026-07-24

ARM ARM HOLDINGS PLC1.0K sharesnew addition2026-06-302026-07-24

Sponsored

CMI CUMMINS INC509 shares-49.55%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC1.9K shares0.00%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC311 shares0.00%2026-06-302026-07-24

AFL AFLAC INC2.6K shares0.00%2026-06-302026-07-24

ESLT ELBIT SYS LTD395 shares0.00%2026-06-302026-07-24

INTC INTEL CORP2.1K sharesnew addition2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO839 shares0.00%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-06-302026-07-24

Sponsored

ALL ALLSTATE CORP1.1K shares0.00%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST2.9K shares10.21%2026-06-302026-07-24

IVW ISHARES TR1.8K shares0.00%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN1.1K shares0.00%2026-06-302026-07-24

SPMD SPDR SERIES TRUST3.7K sharesnew addition2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP778 shares5.28%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.88%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND459 shares0.00%2026-06-302026-07-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC495 sharesnew addition2026-06-302026-07-24

VXUS VANGUARD STAR FDS2.7K shares0.00%2026-06-302026-07-24

CHUBB LIMITED CHUBB LIMITED657 shares0.00%2026-06-302026-07-24

EMR EMERSON ELEC CO1.5K shares0.00%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC285 sharesnew addition2026-06-302026-07-24

YUM YUM BRANDS INC1.3K shares0.00%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC740 shares0.00%2026-06-302026-07-24

BK BANK OF NY MELLON CORP1.5K shares-14.10%2026-06-302026-07-24

Sponsored

APD AIR PRODUCTS AND CHEMICALS I701 shares0.00%2026-06-302026-07-24

SPSM SPDR SERIES TRUST3.5K sharesnew addition2026-06-302026-07-24

VGT VANGUARD WORLD FD1.7K sharesnew addition2026-06-302026-07-24

NVDA

NVIDIA CORPORATION

-2.16%

Shares396.1K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.55%

Shares134.9K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

0.11%

Shares56.2K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.97%

Shares63.6K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.13%

Shares57.7K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

1.46%

Shares55.6K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-2.69%

Shares32.3K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

-5.93%

Shares103.5K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

2.39%

Shares45.9K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-3.33%

Shares33.2K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

5.10%

Shares9.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-8.64%

Shares27.1K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

0.96%

Shares61.1K

Event2026-06-30

Filed2026-07-24

POWL

POWELL INDS INC

236.33%

Shares30.9K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-2.47%

Shares77.7K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

-1.74%

Shares9.3K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

821.53%

Shares7.2K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-1.36%

Shares32.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.07%

Shares31.5K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-14.47%

Shares23.3K

Event2026-06-30

Filed2026-07-24

VRT

VERTIV HOLDINGS CO

11.56%

Shares23.1K

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

997.80%

Shares25.5K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-0.84%

Shares17.9K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

-0.15%

Shares36.4K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-1.55%

Shares49.5K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-0.50%

Shares17.4K

Event2026-06-30

Filed2026-07-24

VISA INC

-1.50%

Shares16.2K

Event2026-06-30

Filed2026-07-24

NUE

NUCOR CORP

-0.97%

Shares23.9K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-2.75%

Shares23.8K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

-1.03%

Shares57.7K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

-3.04%

Shares17.7K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-2.40%

Shares17.5K

Event2026-06-30

Filed2026-07-24

DOV

DOVER CORP

-2.39%

Shares20.8K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

0.30%

Shares15.5K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

-1.59%

Shares32.2K

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC

6.99%

Shares8.3K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.41%

Shares25.0K

Event2026-06-30

Filed2026-07-24

QUANTA SVCS INC

27.56%

Shares5.8K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-2.78%

Shares28.2K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.37%

Shares29.1K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

6.75%

Shares3.9K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

7.46%

Shares14.0K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

0.85%

Shares16.6K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-2.81%

Shares48.2K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

-1.63%

Shares32.8K

Event2026-06-30

Filed2026-07-24

GPC

GENUINE PARTS CO

-3.53%

Shares26.4K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-2.47%

Shares5.8K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

16.49%

Shares16.8K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-0.68%

Shares67.3K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

16.22%

Shares16.6K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-1.47%

Shares19.4K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-5.49%

Shares21.9K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

0.30%

Shares9.2K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

6.22%

Shares5.6K

Event2026-06-30

Filed2026-07-24

VST

VISTRA CORP

-18.54%

Shares11.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-5.12%

Shares1.9K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-0.80%

Shares2.5K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

2.75%

Shares19.2K

Event2026-06-30

Filed2026-07-24

SPACE EXPLORATION TECHN CORP

New

Shares7.1K

Event2026-06-30

Filed2026-07-24

DEERE & CO

79.76%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

0.00%

Shares804

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC

-37.39%

Shares6.5K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

480.92%

Shares7.4K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

OKLO

OKLO INC

79.45%

Shares11.7K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

-0.35%

Shares852

Event2026-06-30

Filed2026-07-24

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

MLI

MUELLER INDS INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

0.00%

Shares970

Event2026-06-30

Filed2026-07-24

SPYG

SPDR SERIES TRUST

1.44%

Shares4.1K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-0.72%

Shares685

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-4.34%

Shares3.9K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-3.13%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-4.21%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.00%

Shares340

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-7.50%

Shares777

Event2026-06-30

Filed2026-07-24

KTOS

KRATOS DEFENSE & SEC SOLUTIO

-88.60%

Shares7.5K

Event2026-06-30

Filed2026-07-24

PFS

PROVIDENT FINL SVCS INC

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-24

ARM

ARM HOLDINGS PLC

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

-49.55%

Shares509

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

0.00%

Shares311

Event2026-06-30

Filed2026-07-24

AFL

AFLAC INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ESLT

ELBIT SYS LTD

0.00%

Shares395

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

0.00%

Shares839

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

10.21%

Shares2.9K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SPMD

SPDR SERIES TRUST

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

5.28%

Shares778

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

0.88%

Shares1.0K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares459

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares495

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

CHUBB LIMITED

0.00%

Shares657

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

New

Shares285

Event2026-06-30

Filed2026-07-24

YUM

YUM BRANDS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares740

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

-14.10%

Shares1.5K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares701

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

New

Shares3.5K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available