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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 Q3 2025 · Filed November 3, 2025 · Accession 0001172661-25-004538

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

Holdings (103)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA416,274$77.7M16.08%
2APPLE INCAAPL140,158$35.7M7.39%
3MICROSOFT CORPMSFT56,248$29.1M6.03%
4META PLATFORMS INCMETA32,469$23.8M4.94%
5PALANTIR TECHNOLOGIES INCPLTR113,010$20.6M4.27%
6BROADCOM INCAVGO53,768$17.7M3.67%
7ORACLE CORPORCL-PD57,002$16.0M3.32%
8ALPHABET INCGOOG61,794$15.0M3.12%
9HOME DEPOT INCHD30,622$12.4M2.57%
10JPMORGAN CHASE & CO.VYLD34,296$10.8M2.24%
11VISA INCV28,467$9.7M2.01%
12AMAZON COM INCAMZN44,138$9.7M2.01%
13COSTCO WHSL CORP NEW22160K1059,465$8.8M1.81%
14WALMART INCWMT82,365$8.5M1.76%
15ABBVIE INCABBV32,740$7.6M1.57%
16LAM RESEARCH CORPLRCX55,763$7.5M1.55%
17TESLA INCTSLA15,770$7.0M1.45%
18BLACKSTONE INCBX40,041$6.8M1.42%
19RTX CORPORATIONRTX37,117$6.2M1.29%
20GENERAL DYNAMICS CORPGD17,460$6.0M1.23%
21JOHNSON & JOHNSONJNJ31,402$5.8M1.21%
22NETFLIX INCNFLX4,818$5.8M1.20%
23MASTERCARD INCORPORATEDMA9,499$5.4M1.12%
24WASTE MGMT INC DEL94106L10924,312$5.4M1.11%
25PALO ALTO NETWORKS INCPANW26,347$5.4M1.11%
26MCDONALDS CORPMCD17,555$5.3M1.10%
27S&P GLOBAL INCSPGI10,879$5.3M1.10%
28KRATOS DEFENSE & SEC SOLUTIO50077B20757,920$5.3M1.10%
29ILLINOIS TOOL WKS INC45230810918,438$4.8M1.00%
30MERCK & CO INCMRK54,933$4.6M0.95%
31PROCTER AND GAMBLE CO74271810929,902$4.6M0.95%
32NEXTERA ENERGY INCNEE-PW59,276$4.5M0.93%
33AUTOMATIC DATA PROCESSING INADP13,589$4.0M0.83%
34GENUINE PARTS COGPC28,491$3.9M0.82%
35LOWES COS INC54866110715,661$3.9M0.81%
36AMERICAN ELEC PWR CO INC02553710132,108$3.6M0.75%
37DOVER CORPDOV21,405$3.6M0.74%
38PNC FINL SVCS GROUP INC69347510516,366$3.3M0.68%
39PHILLIPS 66PSX23,914$3.3M0.67%
40SOUTHERN COSOMN33,355$3.2M0.65%
41NUCOR CORPNUE23,331$3.2M0.65%
42UBER TECHNOLOGIES INCUBER31,991$3.1M0.65%
43EXXON MOBIL CORPXOM27,583$3.1M0.64%
44VERIZON COMMUNICATIONS INCVZ68,668$3.0M0.62%
45SALESFORCE INCCRM12,356$2.9M0.61%
46PEPSICO INCPEP19,824$2.8M0.58%
47TEXAS INSTRS INC88250810414,451$2.7M0.55%
48VERTIV HOLDINGS COVRT16,588$2.5M0.52%
49PUBLIC SVC ENTERPRISE GRP IN74457310628,496$2.4M0.49%
50VISTRA CORPVST12,111$2.4M0.49%
51KIMBERLY-CLARK CORPKMB18,069$2.2M0.47%
52MOODYS CORPMCO3,995$1.9M0.39%
53SERVICENOW INCNOW2,014$1.9M0.38%
54SPDR S&P 500 ETF TRSPY2,072$1.4M0.29%
55ALPHABET INCGOOG5,243$1.3M0.26%
56INTUITINTU1,781$1.2M0.25%
57COREWEAVE INCCRWV7,496$1.0M0.21%
58BLACKROCK INCBLK848$988,6590.20%
59CONSOLIDATED EDISON INCED9,582$963,1830.20%
60PHILIP MORRIS INTL INC7181721094,316$700,1280.14%
61FIRST TR EXCHANGE-TRADED FD33733E3022,258$631,8790.13%
62NORTHROP GRUMMAN CORPNOC1,018$620,2880.13%
63BERKSHIRE HATHAWAY INC DELBRK-A1,078$541,9530.11%
64SPDR SERIES TRUST78464A4095,020$524,6530.11%
65SPDR S&P MIDCAP 400 ETF TRMDY855$509,6060.11%
66CATERPILLAR INCCAT1,049$500,5310.10%
67COINBASE GLOBAL INCCOIN1,414$477,2100.10%
68LINDE PLCLIN971$461,2250.10%
69MUELLER INDS INC6247561024,285$433,2570.09%
70INTERNATIONAL BUSINESS MACHSINTR1,520$428,8840.09%
71ANALOG DEVICES INCADI1,569$385,5030.08%
72MOTOROLA SOLUTIONS INCMSI785$358,9730.07%
73ROBINHOOD MKTS INC7707001022,413$345,4940.07%
74AMGEN INCAMGN1,216$343,1540.07%
75ABBOTT LABSABLZF2,546$341,0110.07%
76VANGUARD INDEX FDS922908736682$327,0950.07%
77HONEYWELL INTL INC4385161061,509$317,6470.07%
78PROVIDENT FINL SVCS INC74386T10515,586$300,4980.06%
79SHERWIN WILLIAMS COSHW850$294,3210.06%
80AFLAC INCAFL2,611$291,6480.06%
81ALTRIA GROUP INCMO4,403$290,8500.06%
82AT&T INCT-PC10,067$284,2930.06%
83CISCO SYS INCCSCO4,121$281,9290.06%
84COMCAST CORP NEWCCZ8,499$267,0360.06%
85OKLO INCOKLO2,313$258,2010.05%
86L3HARRIS TECHNOLOGIES INCLHX834$254,7130.05%
87GOLDMAN SACHS GROUP INCGSCE311$247,6650.05%
88PAYCHEX INCPAYX1,929$244,5190.05%
89AIR PRODS & CHEMS INCAIIR887$241,9030.05%
90SPDR SERIES TRUST78464A8543,026$237,0490.05%
91ALLSTATE CORPALL-PJ1,082$232,2510.05%
92MONDELEZ INTL INC6092071053,649$227,9540.05%
93VANGUARD INDEX FDS922908363371$227,1940.05%
94ISHARES TR4642873091,841$222,2450.05%
95NORFOLK SOUTHN CORP655844108739$222,0030.05%
96VANGUARD SPECIALIZED FUNDS9219088441,020$220,1060.05%
97BANK NEW YORK MELLON CORP0640581001,987$216,5040.04%
98EDWARDS LIFESCIENCES CORPEW2,772$215,5780.04%
99SPDR DOW JONES INDL AVERAGE78467X109459$212,8570.04%
100YUM BRANDS INCYUM1,348$204,8960.04%
101SPDR SERIES TRUST78464A5083,647$201,7940.04%
102EMERSON ELEC COEMR1,538$201,7550.04%
103ELBIT SYS LTDESLT395$201,3710.04%