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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Rockline Wealth Management, LLC

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001172661-25-002900

Total Value
$422.6M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA413,683$65.4M15.46%
2APPLE INCAAPL140,871$28.9M6.84%
3MICROSOFT CORPMSFT56,074$27.9M6.60%
4META PLATFORMS INCMETA30,969$22.9M5.41%
5PALANTIR TECHNOLOGIES INCPLTR117,590$16.0M3.79%
6BROADCOM INCAVGO44,866$12.4M2.93%
7ORACLE CORPORCL-PD53,296$11.7M2.76%
8HOME DEPOT INCHD30,370$11.1M2.63%
9ALPHABET INCGOOG58,570$10.4M2.46%
10JPMORGAN CHASE & CO.VYLD34,041$9.9M2.34%
11VISA INCV26,943$9.6M2.26%
12AMAZON COM INCAMZN43,267$9.5M2.25%
13COSTCO WHSL CORP NEW22160K1059,283$9.2M2.17%
14WALMART INCWMT81,195$7.9M1.88%
15ABBVIE INCABBV32,637$6.1M1.43%
16BLACKSTONE INCBX39,955$6.0M1.41%
17NETFLIX INCNFLX4,331$5.8M1.37%
18WASTE MGMT INC DEL94106L10924,208$5.5M1.31%
19S&P GLOBAL INCSPGI10,133$5.3M1.26%
20RTX CORPORATIONRTX35,517$5.2M1.23%
21MCDONALDS CORPMCD17,377$5.1M1.20%
22GENERAL DYNAMICS CORPGD17,118$5.0M1.18%
23PROCTER AND GAMBLE CO74271810931,158$5.0M1.17%
24LAM RESEARCH CORPLRCX50,880$5.0M1.17%
25MASTERCARD INCORPORATEDMA8,752$4.9M1.16%
26PALO ALTO NETWORKS INCPANW23,737$4.9M1.15%
27JOHNSON & JOHNSONJNJ31,504$4.8M1.14%
28ILLINOIS TOOL WKS INC45230810918,208$4.5M1.07%
29MERCK & CO INCMRK55,231$4.4M1.03%
30AUTOMATIC DATA PROCESSING INADP13,916$4.3M1.02%
31TESLA INCTSLA13,485$4.3M1.01%
32NEXTERA ENERGY INCNEE-PW60,715$4.2M1.00%
33DOVER CORPDOV21,565$4.0M0.93%
34SALESFORCE INCCRM13,503$3.7M0.87%
35LOWES COS INC54866110715,538$3.4M0.82%
36GENUINE PARTS COGPC27,853$3.4M0.80%
37CHIPOTLE MEXICAN GRILL INCCMG58,381$3.3M0.78%
38AMERICAN ELEC PWR CO INC02553710130,596$3.2M0.75%
39SOUTHERN COSOMN33,317$3.1M0.72%
40NUCOR CORPNUE23,102$3.0M0.71%
41PNC FINL SVCS GROUP INC69347510515,963$3.0M0.70%
42TEXAS INSTRS INC88250810414,058$2.9M0.69%
43EXXON MOBIL CORPXOM26,840$2.9M0.68%
44VERIZON COMMUNICATIONS INCVZ66,658$2.9M0.68%
45ELI LILLY & COLLY3,565$2.8M0.66%
46PHILLIPS 66PSX23,070$2.8M0.65%
47PEPSICO INCPEP19,580$2.6M0.61%
48PUBLIC SVC ENTERPRISE GRP IN74457310627,836$2.3M0.55%
49KIMBERLY-CLARK CORPKMB17,614$2.3M0.54%
50UBER TECHNOLOGIES INCUBER22,948$2.1M0.51%
51VISTRA CORPVST10,405$2.0M0.48%
52VERTIV HOLDINGS COVRT14,106$1.8M0.43%
53SERVICENOW INCNOW1,659$1.7M0.40%
54MOODYS CORPMCO3,345$1.7M0.40%
55SPDR S&P 500 ETF TRSPY2,116$1.3M0.31%
56INTUITINTU1,234$972,0050.23%
57CONSOLIDATED EDISON INCED9,582$961,5530.23%
58COREWEAVE INCCRWV5,833$951,0780.23%
59ALPHABET INCGOOG5,243$923,9750.22%
60BLACKROCK INCBLK856$898,1610.21%
61PHILIP MORRIS INTL INC7181721094,316$786,1550.19%
62FIRST TR EXCHANGE-TRADED FD33733E3022,258$608,1470.14%
63SUPER MICRO COMPUTER INCSMCI12,000$588,1200.14%
64BERKSHIRE HATHAWAY INC DELBRK-A1,156$561,5520.13%
65SPDR SERIES TRUST78464A4095,209$496,5310.12%
66COINBASE GLOBAL INCCOIN1,414$495,5920.12%
67SPDR S&P MIDCAP 400 ETF TRMDY855$484,3390.11%
68LINDE PLCLIN971$455,5730.11%
69INTERNATIONAL BUSINESS MACHSINTR1,422$419,1770.10%
70CATERPILLAR INCCAT1,049$407,2320.10%
71VANGUARD SPECIALIZED FUNDS9219088441,945$398,0820.09%
72ANALOG DEVICES INCADI1,569$373,4530.09%
73EMERSON ELEC COEMR2,738$365,0570.09%
74HONEYWELL INTL INC4385161061,531$356,5390.08%
75AT&T INCT-PC12,060$349,0170.08%
76ABBOTT LABSABLZF2,546$346,2810.08%
77AMGEN INCAMGN1,240$346,2200.08%
78MUELLER INDS INC6247561024,285$340,5290.08%
79MOTOROLA SOLUTIONS INCMSI792$333,0050.08%
80COMCAST CORP NEWCCZ8,884$317,0700.08%
81SHERWIN WILLIAMS COSHW850$291,8560.07%
82CISCO SYS INCCSCO4,197$291,1570.07%
83PAYCHEX INCPAYX1,929$280,5930.07%
84AFLAC INCAFL2,611$275,3560.07%
85VANGUARD INDEX FDS922908736611$267,8600.06%
86ALTRIA GROUP INCMO4,403$258,1360.06%
87AIR PRODS & CHEMS INCAIIR887$250,1880.06%
88MONDELEZ INTL INC6092071053,649$246,0880.06%
89ALLSTATE CORPALL-PJ1,136$228,6890.05%
90ROBINHOOD MKTS INC7707001022,413$225,9290.05%
91GOLDMAN SACHS GROUP INCGSCE311$220,1110.05%
92SPDR SERIES TRUST78464A8542,993$217,5550.05%
93EDWARDS LIFESCIENCES CORPEW2,772$216,7980.05%
94VANGUARD INDEX FDS922908363369$209,6020.05%
95L3HARRIS TECHNOLOGIES INCLHX834$209,2010.05%
96SPDR SERIES TRUST78464A5083,935$205,9530.05%
97ISHARES TR4642873091,841$202,6940.05%
98SPDR DOW JONES INDL AVERAGE78467X109459$202,2590.05%