Castle Wealth Management LLC Purchases and Sells in Q2 2025

Castle Wealth Management LLC

$192 Million
Q2 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	73.3K + 53.95%	$33.6 - $40.23 $2.46M - $2.95M	209K $8.41M
JAAA	43.1K + 256.8%	$49.79 - $50.75 $2.14M - $2.19M	59.8K $3.04M
AVGO	96 + 0.89%	$146.29 - $275.65 $14K - $26.5K	10.9K $3.01M
AVDE	687 + 0.62%	$59.32 - $74.36 $40.8K - $51.1K	111K $8.23M
PAVE	42 + 0.03%	$33.78 - $43.68 $1.42K - $1.83K	125K $5.45M
IMCG	929 + 1.53%	$63.36 - $80.23 $58.9K - $74.5K	61.7K $4.95M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	45.5K New	$43.53 - $54.46 $1.98M - $2.48M	45.5K $2.48M
GBDC	17K New	$13.03 - $15.28 $222K - $260K	17K $249K
CSCO	3.08K New	$53.19 - $69.38 $164K - $214K	3.08K $213K
PLTR	1.51K New	$74.01 - $144.25 $111K - $217K	1.51K $205K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.5K - 5.97%	$172.42 - $223.89 $258K - $335K	23.6K $4.84M
IVV	-1.25K - 26.56%	$498.8 - $620.9 $623K - $775K	3.45K $2.14M
IAUM	-22.5K - 13.25%	$29.65 - $34.24 $666K - $769K	147K $4.85M
XOM	-2.67K - 37.74%	$99.93 - $119.04 $267K - $318K	4.4K $474K
TMO	-104 - 3.54%	$390.26 - $489.06 $40.6K - $50.9K	2.84K $1.15M
CALF	-8.31K - 59.1%	$32.0 - $39.87 $266K - $331K	5.75K $228K

Activity Summary All Purchases 54 New Holdings 4 Increased Positions 50 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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