Castle Rock Wealth Management, LLC Purchases in Q3 2024

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
48
+ 3.32%
$133.47 - $159.25 $6.41K - $7.64K
1.49K $232K
FCX
Freeport Mcmoran Inc

Basic Materials
197
+ 3.0%
$39.52 - $51.92 $7.79K - $10.2K
6.76K $337K
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.39%
$261.88 - $288.1 $1.05K - $1.15K
1.03K $291K
ITOT
Ishares Core S&P Total U.S. St

ETFs
9
+ 0.37%
$113.41 - $125.62 $1.02K - $1.13K
2.41K $302K
FTHI
First Trust Exchange Traded Fd

ETFs
400
+ 2.98%
$21.47 - $23.16 $8.59K - $9.26K
13.8K $318K
WFC
Wells Fargo & Company

Financial Services
1.27K
+ 6.58%
$51.58 - $60.97 $65.7K - $77.6K
20.6K $1.16M
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.19%
$218.05 - $243.47 $436 - $487
1.06K $257K
VNLA
Janus Henderson Short Duration

ETFs
113
+ 1.14%
$48.34 - $49.08 $5.46K - $5.55K
10K $491K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.09%
$285.48 - $330.24 $285 - $330
1.17K $375K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 0.24%
$116.79 - $133.54 $467 - $534
1.7K $223K
SHV
Ishares Tr

ETFs
51
+ 1.21%
$110.05 - $110.63 $5.61K - $5.64K
4.26K $471K
ROP
Roper Technologies Inc

Industrials
18
+ 3.0%
$515.25 - $576.55 $9.27K - $10.4K
618 $343K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
47
+ 0.87%
$91.42 - $91.82 $4.3K - $4.32K
5.46K $501K
TXN
Texas Instruments Inc

Technology
18
+ 1.02%
$194.6 - $194.6 $3.5K - $3.5K
1.79K $348K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.28%
$514.43 - $606.85 $514 - $607
359 $210K
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.27%
$182.15 - $182.15 $1.28K - $1.28K
2.6K $473K
XLP
Consumer Staples Sector Spdr

ETFs
34
+ 1.13%
$76.04 - $76.04 $2.59K - $2.59K
3.04K $231K
Amplify ETF Tr
11.9K
New
N/A
11.9K $0
Goldman Sachs ETF Tr
5.96K
New
N/A
5.96K $0
Aim ETF Products Trust
32.1K
New
N/A
32.1K $0
Global X Fds
10.2K
New
N/A
10.2K $0
Goldman Sachs ETF Tr
16.1K
New
N/A
16.1K $0
Goldman Sachs ETF Tr
18.3K
New
N/A
18.3K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
25.6K
New
N/A
25.6K $0
Brookfield Asset Managmt LTD
471
+ 1.59%
N/A
30.1K $0
J P Morgan Exchange Traded F
106
+ 2.39%
N/A
4.54K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
12K
New
N/A
12K $0
The Alger ETF Trust
52.4K
New
N/A
52.4K $0
Blackrock ETF Trust Ii
1.04K
+ 2.35%
N/A
45.2K $0
INTU
Intuit Inc

Technology
5
+ 1.35%
$602.97 - $670.49 $3.01K - $3.35K
375 $232K
WM
Waste Management Inc

Industrials
156
+ 1.53%
$196.96 - $223.45 $30.7K - $34.9K
10.4K $2.15M
HON
Honeywell International Inc

Industrials
46
+ 0.58%
$196.73 - $220.21 $9.05K - $10.1K
7.92K $1.64M
PCAR
Paccar Inc

Industrials
10
+ 0.09%
$91.64 - $109.98 $916 - $1.1K
11.4K $1.12M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.1%
$772.14 - $960.02 $2.32K - $2.88K
2.9K $2.57M
MCK
Mckesson Corp

Healthcare
2
+ 0.15%
$479.06 - $630.38 $958 - $1.26K
1.37K $676K
QCOM
Qualcomm Inc

Technology
86
+ 0.98%
$156.12 - $209.64 $13.4K - $18K
8.87K $1.51M
NVO
Novo Nordisk A S

Healthcare
264
+ 1.55%
$119.07 - $145.42 $31.4K - $38.4K
17.3K $2.06M
MSFT
Microsoft Corp

Technology
302
+ 0.94%
$395.15 - $467.56 $119K - $141K
32.6K $14M
GOOG
Alphabet Inc.

Communication Services
499
+ 1.21%
$149.54 - $192.66 $74.6K - $96.1K
41.7K $6.98M
Activity Summary
Buys All Purchases 140 New Holdings 22 Increased Positions 118 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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