Instuitional Investor - Castle Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Castle Wealth Management Llc |
| Portfolio Value | $296,216,103 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Traded Fd Tr Ii | 282,203 | $29,811,907 | 10.06% | |
| 2. | Pimco Etf Trust | 566,849 | $15,214,228 | 5.14% | |
| 3. | T Rowe Price Etf Inc | 246,074 | $12,661,722 | 4.27% | |
| 4. | Janus Detroit Str Tr | 217,411 | $11,040,122 | 3.73% | |
| 5. | Putnam Etf Trust | 210,229 | $8,980,965 | 3.03% |
Hedge Fund Resource Center 
