Castlekeep Investment Advisors LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $37.6 Trillion distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Preferred Securi with a value of $299B, Zurn Water Solutions Corp with a value of $296B, Zebra Technologies Corp with a value of $295B, Wisdomtree Tr China Ex State O with a value of $294B, and Wisdomtree Tr Emerging Mkts Ex with a value of $293B.
Examining the 13F form we can see an increase of $37.4T in the current position value, from $130B to 37.6T.
Also it can be appreciated an additional of 126 stocks purchases and 29 closed positions.
Castlekeep Investment Advisors LLC is based out at Westport, CT
Below you can find more details about Castlekeep Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$37.6 Trillion
Industrials: $4.23 Trillion
Financial Services: $4.14 Trillion
Technology: $3.38 Trillion
Consumer Cyclical: $3.12 Trillion
Consumer Defensive: $2.93 Trillion
Healthcare: $2.24 Trillion
Communication Services: $1.73 Trillion
Utilities: $1.22 Trillion
Other: $1.67 Trillion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
