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Home > Institutional Investor > Castle Rock Wealth Management, Llc > Profile

Instuitional Investor - Castle Rock Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Castle Rock Wealth Management, Llc
Portfolio Value $370,366,295
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 243,096 $17,405,513 4.7%
2.
Chevron Corp
 CVX 86,545 $14,502,945 3.92%
3.
Apple Inc.
 AAPL 54,276 $12,067,900 3.26%
4.
Nvidia Corp
 NVDA 108,896 $11,878,378 3.21%
5.
Ishares Tr
 232,610 $11,744,486 3.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)