0001172661-24-000212.txt : 20240112
0001172661-24-000212.hdr.sgml : 20240112
20240112144208
ACCESSION NUMBER: 0001172661-24-000212
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240112
DATE AS OF CHANGE: 20240112
EFFECTIVENESS DATE: 20240112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Rockline Wealth Management, LLC
CENTRAL INDEX KEY: 0002005098
ORGANIZATION NAME:
IRS NUMBER: 824803753
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23503
FILM NUMBER: 24531743
BUSINESS ADDRESS:
STREET 1: 255 EXECUTIVE DRIVE
STREET 2: SUITE 409
CITY: PLAINVIEW
STATE: NY
ZIP: 11803
BUSINESS PHONE: 516-605-1624
MAIL ADDRESS:
STREET 1: 255 EXECUTIVE DRIVE
STREET 2: SUITE 409
CITY: PLAINVIEW
STATE: NY
ZIP: 11803
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0002005098
XXXXXXXX
12-31-2023
12-31-2023
false
Rockline Wealth Management, LLC
255 Executive Drive
Suite 409
Plainview
NY
11803
13F HOLDINGS REPORT
028-23503
000324004
801-127867
N
Gabriel M. Gallante
Owner, CEO & CCO
516-605-1613
/s/ Gabriel M. Gallante
Plainview
NY
01-12-2024
0
88
240749569
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
4386245
28304
SH
SOLE
0
0
28304
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
217213
619
SH
SOLE
0
0
619
ADOBE INC
COM
00724F101
1315219
2205
SH
SOLE
1
0
2204
AEVA TECHNOLOGIES INC
COM
00835Q103
8370
11046
SH
SOLE
0
0
11046
AFLAC INC
COM
001055102
215408
2611
SH
SOLE
0
0
2611
AIR PRODS & CHEMS INC
COM
009158106
244777
894
SH
SOLE
0
0
894
ALPHABET INC
CAP STK CL A
02079K305
774721
5546
SH
SOLE
0
0
5546
ALPHABET INC
CAP STK CL C
02079K107
3751286
26618
SH
SOLE
3
0
26615
AMAZON COM INC
COM
023135106
4597564
30259
SH
SOLE
3
0
30256
AMERICAN ELEC PWR CO INC
COM
025537101
1981665
24399
SH
SOLE
0
0
24399
AMGEN INC
COM
031162100
358872
1246
SH
SOLE
0
0
1246
ANALOG DEVICES INC
COM
032654105
333978
1682
SH
SOLE
0
0
1682
APPLE INC
COM
037833100
23356399
121313
SH
SOLE
2
0
121311
AUTOMATIC DATA PROCESSING IN
COM
053015103
2546326
10930
SH
SOLE
0
0
10930
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
337757
947
SH
SOLE
0
0
947
BLACKROCK INC
COM
09247X101
668113
823
SH
SOLE
0
0
823
BLACKSTONE INC
COM
09260D107
4218020
32218
SH
SOLE
0
0
32218
CATERPILLAR INC
COM
149123101
271130
917
SH
SOLE
0
0
917
CHIPOTLE MEXICAN GRILL INC
COM
169656105
1556753
681
SH
SOLE
1
0
680
CISCO SYS INC
COM
17275R102
3142668
62206
SH
SOLE
0
0
62206
COMCAST CORP NEW
CL A
20030N101
326202
7439
SH
SOLE
0
0
7439
COSTCO WHSL CORP NEW
COM
22160K105
5314951
8052
SH
SOLE
0
0
8052
DANAHER CORPORATION
COM
235851102
971158
4198
SH
SOLE
1
0
4197
DIAGEO PLC
SPON ADR NEW
25243Q205
1141952
7840
SH
SOLE
0
0
7840
DISNEY WALT CO
COM
254687106
243695
2699
SH
SOLE
0
0
2699
DOVER CORP
COM
260003108
2871242
18668
SH
SOLE
0
0
18668
ELI LILLY & CO
COM
532457108
1182767
2029
SH
SOLE
1
0
2028
EXXON MOBIL CORP
COM
30231G102
2265065
22655
SH
SOLE
0
0
22655
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
575880
3087
SH
SOLE
0
0
3087
GENERAL DYNAMICS CORP
COM
369550108
3810399
14674
SH
SOLE
0
0
14674
GENUINE PARTS CO
COM
372460105
3221554
23260
SH
SOLE
0
0
23260
HOME DEPOT INC
COM
437076102
9204549
26561
SH
SOLE
0
0
26561
ILLINOIS TOOL WKS INC
COM
452308109
4179533
15956
SH
SOLE
0
0
15956
INTUIT
COM
461202103
458759
734
SH
SOLE
1
0
733
JOHNSON & JOHNSON
COM
478160104
4124552
26315
SH
SOLE
0
0
26315
JPMORGAN CHASE & CO
COM
46625H100
5081582
29874
SH
SOLE
0
0
29874
KIMBERLY-CLARK CORP
COM
494368103
1660515
13666
SH
SOLE
0
0
13666
LAM RESEARCH CORP
COM
512807108
2990729
3818
SH
SOLE
1
0
3817
LINDE PLC
SHS
G54950103
402907
981
SH
SOLE
0
0
981
LOWES COS INC
COM
548661107
3023298
13585
SH
SOLE
0
0
13585
LULULEMON ATHLETICA INC
COM
550021109
1502783
2939
SH
SOLE
1
0
2938
MASTERCARD INCORPORATED
CL A
57636Q104
2562493
6008
SH
SOLE
1
0
6007
MCDONALDS CORP
COM
580135101
4495550
15162
SH
SOLE
0
0
15162
MEDTRONIC PLC
SHS
G5960L103
217484
2640
SH
SOLE
0
0
2640
MERCK & CO INC
COM
58933Y105
4990574
45777
SH
SOLE
0
0
45777
META PLATFORMS INC
CL A
30303M102
4898109
13838
SH
SOLE
2
0
13836
MICROCHIP TECHNOLOGY INC.
COM
595017104
4448891
49334
SH
SOLE
0
0
49334
MICROSOFT CORP
COM
594918104
17375936
46208
SH
SOLE
2
0
46206
MOODYS CORP
COM
615369105
877339
2246
SH
SOLE
1
0
2245
MUELLER INDS INC
COM
624756102
204065
4328
SH
SOLE
0
0
4328
NETFLIX INC
COM
64110L106
1523221
3129
SH
SOLE
1
0
3128
NEXTERA ENERGY INC
COM
65339F101
3058923
50361
SH
SOLE
0
0
50361
NUCOR CORP
COM
670346105
3850710
22126
SH
SOLE
0
0
22126
NVIDIA CORPORATION
COM
67066G104
19228911
38829
SH
SOLE
2
0
38827
OKTA INC
CL A
679295105
457292
5051
SH
SOLE
1
0
5050
ORACLE CORP
COM
68389X105
1812964
17196
SH
SOLE
1
0
17195
PALANTIR TECHNOLOGIES INC
CL A
69608A108
832908
48510
SH
SOLE
480
0
48030
PALO ALTO NETWORKS INC
COM
697435105
1044783
3543
SH
SOLE
2
0
3541
PAYCHEX INC
COM
704326107
231073
1940
SH
SOLE
0
0
1940
PEPSICO INC
COM
713448108
2910897
17139
SH
SOLE
0
0
17139
PFIZER INC
COM
717081103
2597615
90226
SH
SOLE
0
0
90226
PHILLIPS 66
COM
718546104
2566877
19280
SH
SOLE
0
0
19280
PNC FINL SVCS GROUP INC
COM
693475105
1825073
11786
SH
SOLE
0
0
11786
PROCTER AND GAMBLE CO
COM
742718109
3852781
26292
SH
SOLE
0
0
26292
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
1185154
19381
SH
SOLE
0
0
19381
RTX CORPORATION
COM
75513E101
2438380
28980
SH
SOLE
0
0
28980
S&P GLOBAL INC
COM
78409V104
902847
2049
SH
SOLE
1
0
2048
SALESFORCE INC
COM
79466L302
2812183
10687
SH
SOLE
1
0
10686
SERVICENOW INC
COM
81762P102
750794
1063
SH
SOLE
1
0
1062
SHERWIN WILLIAMS CO
COM
824348106
265115
850
SH
SOLE
0
0
850
SNOWFLAKE INC
CL A
833445109
482296
2424
SH
SOLE
1
0
2423
SOUTHERN CO
COM
842587107
1945433
27744
SH
SOLE
0
0
27744
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1166585
2454
SH
SOLE
0
0
2454
STARBUCKS CORP
COM
855244109
289854
3019
SH
SOLE
0
0
3019
TARGET CORP
COM
87612E106
3952448
27752
SH
SOLE
0
0
27752
TESLA INC
COM
88160R101
2523531
10156
SH
SOLE
40
0
10116
TEXAS INSTRS INC
COM
882508104
1883413
11049
SH
SOLE
0
0
11049
THERMO FISHER SCIENTIFIC INC
COM
883556102
632084
1191
SH
SOLE
1
0
1190
UNITED PARCEL SERVICE INC
CL B
911312106
2948342
18752
SH
SOLE
0
0
18752
UNITEDHEALTH GROUP INC
COM
91324P102
5823826
11062
SH
SOLE
1
0
11061
US BANCORP DEL
COM NEW
902973304
1833342
42360
SH
SOLE
0
0
42360
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
304845
1789
SH
SOLE
0
0
1789
VERIZON COMMUNICATIONS INC
COM
92343V104
1723241
45709
SH
SOLE
0
0
45709
VISA INC
COM CL A
92826C839
5021052
19286
SH
SOLE
1
0
19285
WALMART INC
COM
931142103
2149923
13637
SH
SOLE
0
0
13637
WASTE MGMT INC DEL
COM
94106L109
3826445
21365
SH
SOLE
0
0
21365
ZOETIS INC
CL A
98978V103
863086
4373
SH
SOLE
1
0
4372
ZSCALER INC
COM
98980G102
324325
1464
SH
SOLE
1
0
1463