Castle Wealth Management LLC Purchases and Sells in Q3 2025

Castle Wealth Management LLC

$214 Million
Q3 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	158K + 263.34%	$50.53 - $50.82 $7.96M - $8.01M	217K $11M
PVAL	1.06K + 0.51%	$39.93 - $42.72 $42.2K - $45.2K	210K $8.98M
PUTW	10.9K + 4.34%	N/A	263K $8.09M
IJH	1.17K + 1.47%	$62.09 - $66.51 $72.6K - $77.8K	80.7K $5.27M
DYNF	1.83K + 4.02%	$54.35 - $59.32 $99.5K - $109K	47.3K $2.8M
REZ	1.66K + 2.98%	$81.06 - $85.23 $135K - $142K	57.4K $4.88M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	86.6K New	$42.66 - $46.53 $3.7M - $4.03M	86.6K $4M
MUB	2.92K New	$103.24 - $106.68 $301K - $311K	2.92K $310K
FLMI	12.4K New	$23.96 - $24.81 $297K - $308K	12.4K $307K
BALT	8.27K New	$32.11 - $32.82 $266K - $271K	8.27K $271K
HYMU	11.3K New	N/A	11.3K $260K
SBI	32.5K New	$7.56 - $7.93 $245K - $257K	32.5K $256K

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-724 - 4.74%	$211.65 - $238.24 $153K - $172K	14.6K $3.2M
META	-179 - 6.56%	$695.21 - $791.73 $124K - $142K	2.55K $1.87M
XOM	-1.21K - 27.57%	$105.83 - $117.22 $128K - $142K	3.19K $359K
IVOO	-1.09K - 13.28%	$105.03 - $112.54 $114K - $122K	7.1K $783K
VIGI	-680 - 6.34%	$86.07 - $90.74 $58.5K - $61.7K	10K $899K
VYMI	-943 - 19.39%	$79.76 - $85.78 $75.2K - $80.9K	3.92K $332K

Activity Summary All Purchases 48 New Holdings 11 Increased Positions 37 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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