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Home > Institutional Investor > Castle Wealth Management Llc > 13F Holdings

Instuitional Investor - Castle Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii
 333,832 $35,232,679 12.8%
2.
Pimco Etf Trust
 540,802 $14,352,886 5.21%
3.
T Rowe Price Etf Inc
 233,118 $11,989,270 4.35%
4.
Putnam Etf Trust
 209,171 $8,414,950 3.06%
5.
American Centy Etf Tr - INTL EQT ETF
 111,148 $8,226,073 2.99%
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)