Castle Wealth Management LLC Portfolio Holdings
Castle Wealth Management LLC
- $169 Million
- Q2 2024
Castle Wealth Management LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $169 Million distributed in 117 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 $8.42M, American Centy ETF Tr Avantis with a value of $7.14M, ETF Ser Solutions Aam Bahl Gay with a value of $5.63M, Pacer Fds Tr Us Cash Cows 100 with a value of $5.57M, and Pacer Fds Tr Devel Mrkts Intl with a value of $5.14M.
Examining the 13F form we can see an increase of $147K in the current position value, from $169M to 169M.
Below you can find more details about Castle Wealth Management LLC portfolio as well as his latest detailed transactions.