Castle Rock Wealth Management, LLC Purchases in Q1 2025

Castle Rock Wealth Management, LLC

  • $345 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
72
+ 1.27%
$57.22 - $63.39 $4.12K - $4.56K
5.76K $334K
NEE
Nextera Energy Inc

Utilities
30
+ 0.68%
$66.96 - $76.16 $2.01K - $2.28K
4.46K $315K
INTU
Intuit Inc

Technology
3
+ 0.81%
$555.63 - $630.23 $1.67K - $1.89K
375 $230K
EW
Edwards Lifesciences Corp

Healthcare
15
+ 0.38%
$67.95 - $76.19 $1.02K - $1.14K
3.94K $285K
OKE
Oneok Inc

Energy
16
+ 0.2%
$89.57 - $109.85 $1.43K - $1.76K
8K $793K
ITW
Illinois Tool Works Inc

Industrials
11
+ 0.5%
$244.9 - $274.48 $2.69K - $3.02K
2.22K $551K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.19%
$237.72 - $276.98 $475 - $554
1.05K $256K
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.3%
$120.29 - $134.6 $842 - $942
2.37K $288K
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.36%
$271.18 - $303.12 $1.08K - $1.21K
1.12K $306K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
535
+ 5.34%
$51.45 - $58.51 $27.5K - $31.3K
10.5K $546K
XLK
Technology Sector Spdr

ETFs
24
+ 2.15%
$206.38 - $242.18 $4.95K - $5.81K
1.14K $235K
CAG
Conagra Brands Inc.

Consumer Defensive
4
+ 0.02%
$23.9 - $27.67 $95.6 - $111
25.4K $677K
BAC
Bank Of America Corp

Financial Services
48
+ 0.35%
$39.61 - $47.74 $1.9K - $2.29K
13.9K $578K
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.17%
$170.36 - $201.04 $511 - $603
1.77K $305K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.24K
+ 3.8%
$39.02 - $42.89 $48.3K - $53.1K
33.8K $1.33M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.09%
$307.43 - $357.48 $307 - $357
1.17K $360K
ACN
Accenture PLC

Technology
9
+ 0.82%
$300.91 - $398.25 $2.71K - $3.58K
1.1K $343K
MRVL
Marvell Technology, Inc.

Technology
12.2K
+ 75.01%
$61.57 - $126.06 $752K - $1.54M
28.5K $1.75M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.14K
+ 4.91%
$16.57 - $18.85 $52K - $59.2K
67K $1.11M
PCAR
Paccar Inc

Industrials
5
+ 0.04%
$96.91 - $112.51 $485 - $563
11.4K $1.11M
VST
Vistra Corp.

Utilities
28
+ 0.69%
$108.49 - $191.89 $3.04K - $5.37K
4.11K $482K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
310
+ 2.22%
$211.47 - $267.17 $65.6K - $82.8K
14.3K $3.03M
TSLA
Tesla, Inc.

Consumer Cyclical
364
+ 9.77%
$222.15 - $428.22 $80.9K - $156K
4.09K $1.06M
Activity Summary
Buys All Purchases 74 New Holdings 6 Increased Positions 68 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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