Castle Wealth Management LLC Portfolio Holdings
Castle Wealth Management LLC
- $169 Million
- Q1 2024
Castle Wealth Management LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $169 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $8.98M, American Centy ETF Tr Avantis with a value of $6.92M, Pacer Fds Tr Us Cash Cows 100 with a value of $6.42M, ETF Ser Solutions Aam Bahl Gay with a value of $5.78M, and Pacer Fds Tr Devel Mrkts Intl with a value of $5.63M.
Examining the 13F form we can see an increase of $9.85M in the current position value, from $159M to 169M.
Below you can find more details about Castle Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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