Top 50 Rockline Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.35% | 404.9K | $70.6M | -2.43%(-10.10K) | $50.21(+349.77%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.48% | 135.6K | $34.4M | -3.75%(-5.29K) | $184.37(+62.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.64% | 57.6K | $21.3M | +0.30%(+172) | $363.42(+11.50%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.12% | 33.2K | $19.0M | -0.67%(-223) | $470.80(+30.98%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.93% | 63.0K | $18.1M | -1.45%(-924) | $159.38(+150.38%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.69% | 54.8K | $17.0M | +0.57%(+310) | $188.19(+121.47%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.5% | 110.1K | $16.1M | -4.02%(-4.62K) | $43.95(+195.90%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.61% | 56.1K | $12.0M | -3.31%(-1.92K) | $80.73(+265.97%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.2% | 34.4K | $10.1M | -2.27%(-799) | $169.52(+77.12%) | 2026-03-31 | |
| WMT | WALMART INC | 2.15% | 79.7K | $9.9M | -2.80%(-2.30K) | $71.03(+85.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.77% | +80.55% |
| Top 20 Holdings Unweighted | +14.65% | +50.71% |
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