Castle Rock Wealth Management, LLC New Holdings in Q2 2025

Castle Rock Wealth Management, LLC

  • $386 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
11.3K
New
$122.82 - $218.63 $1.38M - $2.46M
11.3K $2.46M
GS
Goldman Sachs Group Inc

Financial Services
2.88K
New
$462.22 - $707.75 $1.33M - $2.04M
2.88K $2.04M
MRK
Merck & Co., Inc.

Healthcare
25.1K
New
$73.47 - $87.12 $1.85M - $2.19M
25.1K $1.99M
DOV
Dover Corp

Industrials
10.4K
New
$151.14 - $186.7 $1.58M - $1.95M
10.4K $1.91M
FRT
Federal Realty Investment Trust

Real Estate
18.4K
New
$83.56 - $99.08 $1.54M - $1.83M
18.4K $1.75M
CEG
Constellation Energy Corp

Utilities
5.01K
New
$170.96 - $322.76 $856K - $1.62M
5.01K $1.62M
VRT
Vertiv Holdings CO

Industrials
16.2K
New
N/A
16.2K $1.41M
IYF
Ishares Tr

ETFs
10.8K
New
$99.23 - $120.99 $1.07M - $1.31M
10.8K $1.31M
GTLB
Gitlab Inc.

Technology
28.6K
New
$40.52 - $53.43 $1.16M - $1.53M
28.6K $1.29M
CVE
Cenovus Energy Inc.

Energy
94.1K
New
$10.58 - $14.83 $995K - $1.4M
94.1K $1.28M
TTWO
Take Two Interactive Software Inc

Communication Services
4.5K
New
$194.58 - $243.05 $875K - $1.09M
4.5K $1.09M
VMC
Vulcan Materials CO

Basic Materials
3.76K
New
$226.49 - $276.01 $852K - $1.04M
3.76K $980K
UTG
Reaves Utility Income Fund

Financial Services
14.7K
New
$29.08 - $36.18 $429K - $533K
14.7K $533K
SMR
Nuscale Power Corp

Industrials
8.91K
New
$12.6 - $43.24 $112K - $385K
8.91K $352K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.22K
New
$35.8 - $41.07 $294K - $338K
8.22K $337K
TGT
Target Corp

Consumer Defensive
3.25K
New
$88.76 - $105.77 $289K - $344K
3.25K $320K
PFE
Pfizer Inc

Healthcare
13.2K
New
$21.59 - $24.84 $285K - $328K
13.2K $320K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.24K
New
$99.37 - $134.05 $222K - $300K
2.24K $253K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.15K
New
$24.32 - $27.87 $222K - $255K
9.15K $242K
VGT
Vanguard Information Technolog

ETFs
360
New
$470.37 - $663.28 $169K - $239K
360 $238K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.62K
New
$30.53 - $40.65 $171K - $228K
5.62K $228K
XLY
Select Sector Spdr Consumer Di

ETFs
936
New
$176.34 - $218.59 $165K - $205K
936 $203K
IONS
Ionis Pharmaceuticals Inc

Healthcare
5.12K
New
$25.51 - $40.0 $131K - $205K
5.12K $202K
IGM
Ishares Expanded Tech Sector E

ETFs
1.8K
New
$79.8 - $112.34 $144K - $202K
1.8K $202K
EMR
Emerson Electric CO

Industrials
1.4K
New
$94.15 - $133.33 $132K - $186K
1.4K $186K
Atlassian Corporation
6.91K
New
N/A
6.91K $0
Circle Internet Group Inc
7.74K
New
N/A
7.74K $0
Janus Detroit Str Tr
49.9K
New
N/A
49.9K $0
Aim ETF Products Trust
6.49K
New
N/A
6.49K $0
Coreweave Inc
3.07K
New
N/A
3.07K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
6.71K
New
N/A
6.71K $0
Aim ETF Products Trust
19.4K
New
N/A
19.4K $0
Activity Summary
Buys All Purchases 105 New Holdings 33 Increased Positions 72 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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