Castle Rock Wealth Management, LLC Incresed Positions in Q4 2024

Castle Rock Wealth Management, LLC

  • $375 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
5.22K
+ 11.56%
N/A
50.4K $0
ACN
Accenture PLC

Technology
4
+ 0.37%
$343.9 - $376.86 $1.38K - $1.51K
1.09K $383K
RSP
Invesco S&P 500 Equal Weight E

ETFs
36
+ 2.02%
$174.22 - $187.62 $6.27K - $6.75K
1.82K $318K
NRG
Nrg Energy, Inc.

Utilities
16
+ 0.43%
$85.3 - $101.61 $1.36K - $1.63K
3.76K $339K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
502
+ 0.28%
$50.73 - $51.08 $25.5K - $25.6K
179K $9.09M
DGRO
Ishares Core Dividend Growth E

ETFs
26
+ 0.59%
$60.73 - $64.94 $1.58K - $1.69K
4.4K $269K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
385
+ 1.37%
$13.12 - $13.68 $5.05K - $5.27K
28.6K $380K
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.23%
$253.56 - $278.5 $1.27K - $1.39K
2.21K $560K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
9
+ 0.04%
$12.3 - $13.88 $111 - $125
25.2K $319K
XLV
Select Sector Spdr Fund Health

ETFs
58
+ 2.97%
$136.28 - $154.74 $7.9K - $8.97K
2.01K $276K
SBUX
Starbucks Corp

Consumer Cyclical
985
+ 5.03%
$87.44 - $102.5 $86.1K - $101K
20.6K $1.88M
GD
General Dynamics Corp

Industrials
14
+ 0.94%
$260.28 - $314.03 $3.64K - $4.4K
1.5K $395K
ICE
Intercontinental Exchange, Inc.

Financial Services
713
+ 4.95%
$148.29 - $166.93 $106K - $119K
15.1K $2.25M
ABBV
Abb Vie Inc.

Healthcare
341
+ 5.02%
$164.99 - $203.87 $56.3K - $69.5K
7.14K $1.27M
LOW
Lowes Companies Inc

Consumer Cyclical
376
+ 5.37%
$244.52 - $284.07 $91.9K - $107K
7.38K $1.82M
QCOM
Qualcomm Inc

Technology
456
+ 5.14%
$150.4 - $178.04 $68.6K - $81.2K
9.33K $1.43M
FCX
Freeport Mcmoran Inc

Basic Materials
76
+ 1.12%
$38.08 - $50.82 $2.89K - $3.86K
6.84K $260K
NOC
Northrop Grumman Corp

Industrials
222
+ 6.93%
$466.52 - $543.88 $104K - $121K
3.43K $1.61M
ED
Consolidated Edison Inc

Utilities
10
+ 0.13%
$88.87 - $107.38 $889 - $1.07K
7.94K $708K
TMO
Thermo Fisher Scientific Inc.

Healthcare
167
+ 5.28%
$501.29 - $612.85 $83.7K - $102K
3.33K $1.73M
O
Realty Income Corp

Real Estate
1.31K
+ 4.32%
$51.76 - $64.71 $67.8K - $84.7K
31.6K $1.69M
MSFT
Microsoft Corp

Technology
116
+ 0.36%
$406.35 - $454.46 $47.1K - $52.7K
32.7K $13.8M
LLY
Eli Lilly & CO

Healthcare
73
+ 2.52%
$727.2 - $932.06 $53.1K - $68K
2.98K $2.3M
DHR
Danaher Corp

Healthcare
336
+ 4.45%
$226.16 - $274.52 $76K - $92.2K
7.89K $1.81M
AMGN
Amgen Inc

Healthcare
224
+ 3.36%
$258.78 - $328.31 $58K - $73.5K
6.89K $1.8M
CI
Cigna Corp

Healthcare
416
+ 6.25%
$265.59 - $358.58 $110K - $149K
7.07K $1.95M
PANW
Palo Alto Networks Inc

Technology
12.3K
+ 74.62%
$181.96 - $405.9 $2.23M - $4.98M
28.7K $5.22M
Activity Summary
Buys All Purchases 98 New Holdings 20 Increased Positions 78 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email