0001172661-24-001961.txt : 20240501 0001172661-24-001961.hdr.sgml : 20240501 20240501134455 ACCESSION NUMBER: 0001172661-24-001961 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240501 EFFECTIVENESS DATE: 20240501 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: 24902091 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 03-31-2024 03-31-2024 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 516-605-1613 /s/ Gabriel M. Gallante Plainview NY 05-01-2024 0 93 286079241 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 5240993 28781 SH SOLE 0 0 28781 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 214552 619 SH SOLE 0 0 619 ADOBE INC COM 00724F101 1238052 2454 SH SOLE 1 0 2453 ADVANCED MICRO DEVICES INC COM 007903107 303222 1680 SH SOLE 0 0 1680 AFLAC INC COM 001055102 224181 2611 SH SOLE 0 0 2611 AIR PRODS & CHEMS INC COM 009158106 216589 894 SH SOLE 0 0 894 ALPHABET INC CAP STK CL C 02079K107 4346712 28548 SH SOLE 3 0 28545 ALPHABET INC CAP STK CL A 02079K305 822720 5451 SH SOLE 0 0 5451 AMAZON COM INC COM 023135106 5870298 32544 SH SOLE 3 0 32541 AMERICAN ELEC PWR CO INC COM 025537101 2169199 25194 SH SOLE 0 0 25194 AMGEN INC COM 031162100 354263 1246 SH SOLE 0 0 1246 ANALOG DEVICES INC COM 032654105 326156 1649 SH SOLE 0 0 1649 APPLE INC COM 037833100 21697520 126531 SH SOLE 2 0 126529 AUTOMATIC DATA PROCESSING IN COM 053015103 2775546 11114 SH SOLE 0 0 11114 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 395287 940 SH SOLE 0 0 940 BLACKROCK INC COM 09247X101 686135 823 SH SOLE 0 0 823 BLACKSTONE INC COM 09260D107 4978566 37897 SH SOLE 0 0 37897 BROADCOM INC COM 11135F101 2877439 2171 SH SOLE 0 0 2171 CATERPILLAR INC COM 149123101 336016 917 SH SOLE 0 0 917 CAVA GROUP INC COM 148929102 283562 4048 SH SOLE 0 0 4048 CHIPOTLE MEXICAN GRILL INC COM 169656105 2205406 759 SH SOLE 1 0 758 CISCO SYS INC COM 17275R102 254018 5090 SH SOLE 0 0 5090 COINBASE GLOBAL INC COM CL A 19260Q107 306743 1157 SH SOLE 0 0 1157 COMCAST CORP NEW CL A 20030N101 322482 7439 SH SOLE 0 0 7439 CONSOLIDATED EDISON INC COM 209115104 670360 7382 SH SOLE 0 0 7382 COSTCO WHSL CORP NEW COM 22160K105 6009042 8202 SH SOLE 0 0 8202 DANAHER CORPORATION COM 235851102 1208152 4838 SH SOLE 1 0 4837 DIAGEO PLC SPON ADR NEW 25243Q205 1211593 8146 SH SOLE 0 0 8146 DISNEY WALT CO COM 254687106 307124 2510 SH SOLE 0 0 2510 DOVER CORP COM 260003108 3363334 18982 SH SOLE 0 0 18982 ELI LILLY & CO COM 532457108 1976040 2540 SH SOLE 1 0 2539 EXXON MOBIL CORP COM 30231G102 2678873 23046 SH SOLE 0 0 23046 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 633112 3087 SH SOLE 0 0 3087 GENERAL DYNAMICS CORP COM 369550108 4217843 14931 SH SOLE 0 0 14931 GENUINE PARTS CO COM 372460105 3618826 23358 SH SOLE 0 0 23358 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 202649 3208 SH SOLE 0 0 3208 HOME DEPOT INC COM 437076102 10303301 26860 SH SOLE 0 0 26860 ILLINOIS TOOL WKS INC COM 452308109 4368149 16279 SH SOLE 0 0 16279 INTUIT COM 461202103 534950 823 SH SOLE 1 0 822 JOHNSON & JOHNSON COM 478160104 4239902 26803 SH SOLE 0 0 26803 JPMORGAN CHASE & CO COM 46625H100 6092742 30418 SH SOLE 0 0 30418 KIMBERLY-CLARK CORP COM 494368103 1832569 14168 SH SOLE 0 0 14168 LAM RESEARCH CORP COM 512807108 4043012 4161 SH SOLE 1 0 4160 LINDE PLC SHS G54950103 455498 981 SH SOLE 0 0 981 LOWES COS INC COM 548661107 3548838 13932 SH SOLE 0 0 13932 LULULEMON ATHLETICA INC COM 550021109 1277911 3271 SH SOLE 1 0 3270 MASTERCARD INCORPORATED CL A 57636Q104 3202933 6651 SH SOLE 1 0 6650 MCDONALDS CORP COM 580135101 4343878 15407 SH SOLE 0 0 15407 MEDTRONIC PLC SHS G5960L103 226764 2602 SH SOLE 0 0 2602 MERCK & CO INC COM 58933Y105 6125489 46423 SH SOLE 0 0 46423 META PLATFORMS INC CL A 30303M102 7158429 14742 SH SOLE 2 0 14740 MICROCHIP TECHNOLOGY INC. COM 595017104 4495871 50116 SH SOLE 0 0 50116 MICROSOFT CORP COM 594918104 19999231 47536 SH SOLE 2 0 47534 MOODYS CORP COM 615369105 980709 2495 SH SOLE 1 0 2494 MUELLER INDS INC COM 624756102 233409 4328 SH SOLE 0 0 4328 NETFLIX INC COM 64110L106 2039107 3358 SH SOLE 1 0 3357 NEXTERA ENERGY INC COM 65339F101 3281964 51353 SH SOLE 0 0 51353 NUCOR CORP COM 670346105 4405570 22262 SH SOLE 0 0 22262 NVIDIA CORPORATION COM 67066G104 37415518 41409 SH SOLE 2 0 41407 OKTA INC CL A 679295105 647290 6187 SH SOLE 1 0 6186 ORACLE CORP COM 68389X105 2327559 18530 SH SOLE 1 0 18529 PALANTIR TECHNOLOGIES INC CL A 69608A108 1302190 56593 SH SOLE 27 0 56566 PALO ALTO NETWORKS INC COM 697435105 1392515 4901 SH SOLE 2 0 4899 PAYCHEX INC COM 704326107 236881 1929 SH SOLE 0 0 1929 PEPSICO INC COM 713448108 3042512 17385 SH SOLE 0 0 17385 PFIZER INC COM 717081103 2571065 92649 SH SOLE 0 0 92649 PHILLIPS 66 COM 718546104 3244501 19864 SH SOLE 0 0 19864 PNC FINL SVCS GROUP INC COM 693475105 1998995 12370 SH SOLE 0 0 12370 PROCTER AND GAMBLE CO COM 742718109 4353739 26833 SH SOLE 0 0 26833 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1358713 20346 SH SOLE 0 0 20346 RTX CORPORATION COM 75513E101 2894877 29682 SH SOLE 0 0 29682 S&P GLOBAL INC COM 78409V104 3302480 7762 SH SOLE 1 0 7761 SALESFORCE INC COM 79466L302 3522602 11696 SH SOLE 1 0 11695 SERVICENOW INC COM 81762P102 906306 1189 SH SOLE 1 0 1188 SHERWIN WILLIAMS CO COM 824348106 295231 850 SH SOLE 0 0 850 SNOWFLAKE INC CL A 833445109 465683 2882 SH SOLE 1 0 2881 SOUTHERN CO COM 842587107 2042811 28475 SH SOLE 0 0 28475 SPDR S&P 500 ETF TR TR UNIT 78462F103 617413 1180 SH SOLE 0 0 1180 STARBUCKS CORP COM 855244109 245108 2682 SH SOLE 0 0 2682 SUPER MICRO COMPUTER INC COM 86800U104 200996 199 SH SOLE 0 0 199 TARGET CORP COM 87612E106 4946996 27916 SH SOLE 0 0 27916 TESLA INC COM 88160R101 1479804 8418 SH SOLE 2 0 8416 TEXAS INSTRS INC COM 882508104 1987212 11407 SH SOLE 0 0 11407 THERMO FISHER SCIENTIFIC INC COM 883556102 754848 1299 SH SOLE 1 0 1298 UNITED PARCEL SERVICE INC CL B 911312106 2764631 18601 SH SOLE 0 0 18601 UNITEDHEALTH GROUP INC COM 91324P102 5594140 11308 SH SOLE 1 0 11307 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 375447 2056 SH SOLE 0 0 2056 VERIZON COMMUNICATIONS INC COM 92343V104 2000868 47685 SH SOLE 0 0 47685 VISA INC COM CL A 92826C839 5713519 20473 SH SOLE 1 0 20472 WALMART INC COM 931142103 2530685 42059 SH SOLE 0 0 42059 WASTE MGMT INC DEL COM 94106L109 4652592 21828 SH SOLE 0 0 21828 ZOETIS INC CL A 98978V103 831316 4913 SH SOLE 1 0 4912 ZSCALER INC COM 98980G102 329367 1710 SH SOLE 1 0 1709