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Rockline Wealth Management, LLC

All holdings · as of Dec 31, 2025

105 positions

CompanyClassValueShares% of portfolio
INTUIT INC.—$1.40M2,1200.3%
Alphabet Inc.—$1.64M5,2370.3%
ServiceNow Inc—$1.72M11,2540.4%
KIMBERLY CLARK CORP—$1.87M18,5330.4%
Vistra Corp.—$2.14M13,2940.4%
Moody's Corp—$2.21M4,3270.5%
PUBLIC SERVICE ENTERPRISE GROUP INC—$2.34M29,1120.5%
TEXAS INSTRUMENTS INC—$2.70M15,5540.6%
VERIZON COMMUNICATIONS INC—$2.81M69,0930.6%
Vertiv Holdings Co—$2.89M17,8530.6%
PEPSICO INC—$2.92M20,3590.6%
SOUTHERN CO—$2.98M34,2030.6%
Uber Technologies, Inc—$3.11M38,0170.6%
Phillips 66—$3.26M25,2410.7%
Salesforce Inc—$3.30M12,4540.7%
EXXON MOBIL CORP—$3.54M29,4030.7%
AUTOMATIC DATA PROCESSING INC—$3.55M13,8160.7%
The PNC Financial Services Group, Inc.—$3.56M17,0720.7%
GENUINE PARTS CO—$3.59M29,2030.7%
AMERICAN ELECTRIC POWER CO INC—$3.84M33,2830.8%
NUCOR CORP—$3.95M24,2420.8%
LOWES COMPANIES INC—$3.97M16,4760.8%
DOVER Corp—$4.22M21,6370.9%
PROCTER & GAMBLE Co—$4.27M29,8060.9%
ILLINOIS TOOL WORKS INC—$4.63M18,7880.9%
NEXTERA ENERGY INC—$4.85M60,4331.0%
Netflix Inc—$4.99M53,2111.0%
Kratos Defense & Security Solutions Inc—$5.07M66,8051.0%
Palo Alto Networks Inc—$5.22M28,3531.1%
Merck & Co., Inc.—$5.36M50,9601.1%
MCDONALD'S CORP—$5.50M18,0071.1%
WASTE MANAGEMENT INC—$5.50M25,0551.1%
Mastercard Inc—$5.57M9,7581.1%
S&P Global Inc.—$5.82M11,1361.2%
GENERAL DYNAMICS CORP—$6.05M17,9701.2%
Blackstone Inc—$6.22M40,3211.3%
JOHNSON & JOHNSON—$6.63M32,0241.4%
RTX Corp—$6.87M37,4531.4%
AbbVie Inc.—$7.57M33,1431.5%
Tesla Inc—$7.97M17,7131.6%
COSTCO WHOLESALE CORP /NEW—$8.38M9,7181.7%
Walmart Inc.—$9.13M81,9891.9%
LAM RESEARCH CORP—$9.94M58,0552.0%
Visa Inc—$10.11M28,8262.1%
Amazon.com Inc—$10.40M45,0382.1%
HOME DEPOT, INC.—$10.59M30,7662.2%
JPMORGAN CHASE & CO—$11.33M35,1542.3%
ORACLE CORP—$11.70M60,0522.4%
Broadcom Inc.—$18.86M54,4953.8%
Alphabet Inc.—$20.06M63,9214.1%
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