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| Name: |
Rockline Wealth Management LLC |
| City: |
Plainview |
| State: |
NY |
| Zip: |
11803 |
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data |
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| Holdings
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11 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UPS |
United Parcel Service Inc |
37 |
- |
$138.66 |
$2,765,000 |
18,601 |
0.97% |
-183,000 |
-151 |
0.003 |
AirDelivery & Freight... |
|
|
TSLA |
Tesla Motors Inc |
51 |
- |
$177.81 |
$1,480,000 |
8,418 |
0.52% |
-1,044,000 |
-1,738 |
0 |
Auto Manufacturers |
|
|
GOOGL |
Alphabet Inc |
62 |
- |
$174.99 |
$823,000 |
5,451 |
0.29% |
48,000 |
-95 |
0 |
Search Engines & Info... |
|
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SPY |
Standard & Poors Depository... |
68 |
- |
$529.44 |
$617,000 |
1,180 |
0.22% |
-550,000 |
-1,274 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
72 |
- |
$407.41 |
$395,000 |
940 |
0.14% |
57,000 |
-7 |
0 |
Property & Casualty I... |
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ADI |
Analog Devices Inc |
77 |
- |
$232.51 |
$326,000 |
1,649 |
0.11% |
-8,000 |
-33 |
0 |
Semiconductor- Broad... |
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DIS |
Walt Disney Co |
80 |
- |
$101.76 |
$307,000 |
2,510 |
0.11% |
63,000 |
-189 |
0 |
Entertainment - Diver... |
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CSCO |
Cisco Systems Inc |
84 |
- |
$46.42 |
$254,000 |
5,090 |
0.09% |
-2,889,000 |
-57,116 |
0 |
Networking & Communic... |
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SBUX |
Starbucks Corp |
85 |
- |
$78.87 |
$245,000 |
2,682 |
0.09% |
-45,000 |
-337 |
0 |
Specialty Eateries |
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PAYX |
Paychex Inc |
86 |
- |
$124.23 |
$237,000 |
1,929 |
0.08% |
6,000 |
-11 |
0.001 |
Staffing & Outsourcin... |
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MDT |
Medtronic Plc |
88 |
- |
$82.29 |
$227,000 |
2,602 |
0.08% |
10,000 |
-38 |
0 |
Medical Appliances & ... |
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