Castle Rock Wealth Management, LLC Sells in Q3 2024

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RIO
Rio Tinto PLC

Basic Materials
-143
- 1.91%
$59.71 - $71.21 $8.54K - $10.2K
7.35K $522K
KR
Kroger CO

Consumer Defensive
-42
- 0.95%
$50.43 - $57.3 $2.12K - $2.41K
4.36K $249K
CL
Colgate Palmolive CO

Consumer Defensive
-388
- 3.09%
$95.54 - $108.77 $37.1K - $42.2K
12.2K $1.26M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-238
- 0.53%
$31.31 - $33.23 $7.45K - $7.91K
44.9K $1.49M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-156
- 0.35%
$34.72 - $36.88 $5.42K - $5.75K
45K $1.66M
ITW
Illinois Tool Works Inc

Industrials
-15
- 0.68%
$233.14 - $263.97 $3.5K - $3.96K
2.21K $578K
EMN
Eastman Chemical CO

Basic Materials
-36
- 0.85%
$93.82 - $113.74 $3.38K - $4.09K
4.21K $471K
AXON
Axon Enterprise, Inc.

Industrials
-56
- 7.28%
$286.16 - $399.6 $16K - $22.4K
713 $284K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-49
- 0.52%
$83.76 - $91.82 $4.1K - $4.5K
9.42K $860K
T
At&T Inc.

Communication Services
-165
- 0.67%
$18.21 - $22.28 $3K - $3.68K
24.6K $541K
MO
Altria Group, Inc.

Consumer Defensive
-41
- 0.3%
$45.95 - $54.71 $1.88K - $2.24K
13.8K $706K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-915
- 0.98%
$33.3 - $35.24 $30.5K - $32.2K
92.7K $3.27M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-419
- 0.58%
$33.61 - $35.94 $14.1K - $15.1K
71.8K $2.58M
AMT
American Tower Corp

Real Estate
-36
- 1.6%
$192.27 - $242.73 $6.92K - $8.74K
2.21K $514K
JPM
Jpmorgan Chase & CO

Financial Services
-82
- 0.69%
$194.9 - $224.8 $16K - $18.4K
11.7K $2.47M
NOW
Service Now, Inc.

Technology
-161
- 7.49%
$730.87 - $937.36 $118K - $151K
1.99K $1.78M
MCD
Mcdonalds Corp

Consumer Cyclical
-211
- 6.54%
$245.82 - $304.51 $51.9K - $64.3K
3.02K $918K
ED
Consolidated Edison Inc

Utilities
-202
- 2.49%
$88.42 - $104.97 $17.9K - $21.2K
7.93K $825K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-37
- 0.03%
$34.29 - $36.04 $1.27K - $1.33K
110K $3.98M
ABT
Abbott Laboratories

Healthcare
-70
- 0.55%
$100.07 - $118.13 $7K - $8.27K
12.7K $1.45M
ADP
Automatic Data Processing Inc

Industrials
-26
- 0.71%
$233.44 - $279.45 $6.07K - $7.27K
3.66K $1.01M
VPU
Vanguard Utilities ETF

ETFs
-805
- 7.0%
$146.64 - $174.54 $118K - $141K
10.7K $1.86M
PLTR
Palantir Technologies Inc.

Technology
-521
- 0.65%
$24.09 - $37.95 $12.6K - $19.8K
80.2K $2.98M
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
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