Castlekeep Investment Advisors LLC Portfolio Holdings
Castlekeep Investment Advisors LLC
- $204 Billion
- Q2 2025
Castlekeep Investment Advisors LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $204 Billion distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Europe ETF Ftse with a value of $14.1B, Spdr Bloomberg 3 12 Month T Bi with a value of $12.7B, Berkshire Hathaway Inc Class B with a value of $12.3B, Spdr S&P Bank ETF with a value of $11.3B, and Vanguard Dividend Appreciation with a value of $9.34B.
Examining the 13F form we can see an increase of $9.79B in the current position value, from $195B to 204B.
Castlekeep Investment Advisors LLC is based out at Westport, CT
Below you can find more details about Castlekeep Investment Advisors LLC portfolio as well as his latest detailed transactions.