Castle Rock Wealth Management, LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$427.9M

Holdings

246

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (246 positions)

StockValue
NVDANVIDIA CORPORATION
$19.5M
KOCOCA COLA CO
$17.1M
MSFTMICROSOFT CORP
$15.4M
TFLOISHARES TR
$15.1M
CVXCHEVRON CORP NEW
$12.9M
AAPLAPPLE INC
$12.2M
SGOVISHARES TR
$11.9M
GBILGOLDMAN SACHS ETF TR
$11.7M
USFRWISDOMTREE TR
$9.9M
AMZNAMAZON COM INC
$8.3M
FLOTISHARES TR
$8.1M
METAMETA PLATFORMS INC
$6.2M
GOOGALPHABET INC
$6.2M
SPYSPDR S&P 500 ETF TR
$5.4M
AVGOBROADCOM INC
$5.2M
JPMJPMORGAN CHASE & CO.
$5.1M
PLTRPALANTIR TECHNOLOGIES INC
$4.8M
PANWPALO ALTO NETWORKS INC
$4.6M
NDQINVESCO QQQ TR
$4.4M
VVISA INC
$4.2M
IBMINTERNATIONAL BUSINESS MACHS
$4.1M
DDTOINNOVATOR ETFS TRUST
$3.8M
SMHVANECK ETF TRUST
$3.7M
PDECINNOVATOR ETFS TRUST
$3.5M
ETNEATON CORP PLC
$3.5M
WMTWALMART INC
$3.4M
NFLXNETFLIX INC
$3.3M
ARKBARK 21SHARES BITCOIN ETF
$3.3M
PMAYINNOVATOR ETFS TRUST
$3.3M
COSTCOSTCO WHSL CORP NEW
$3.2M
FTSMFIRST TR EXCHANGE-TRADED FD
$3.0M
ENFRALPS ETF TR
$3.0M
IGVISHARES TR
$2.9M
IWVISHARES TR
$2.8M
ORCLORACLE CORP
$2.8M
BINCBLACKROCK ETF TRUST II
$2.7M
HDHOME DEPOT INC
$2.7M
NOWSERVICENOW INC
$2.6M
IYJISHARES TR
$2.6M
JSIJANUS DETROIT STR TR
$2.6M
CNEQTHE ALGER ETF TRUST
$2.6M
AMGNAMGEN INC
$2.6M
NETCLOUDFLARE INC
$2.6M
GQ9SPDR GOLD TR
$2.4M
GCORGOLDMAN SACHS ETF TR
$2.4M
FRTYTHE ALGER ETF TRUST
$2.3M
GOOGLALPHABET INC
$2.3M
SGOLETFS GOLD TR
$2.2M
NEARISHARES U S ETF TR
$2.2M
BMYBRISTOL-MYERS SQUIBB CO
$2.1M
VSTVISTRA CORP
$2.1M
VRTVERTIV HOLDINGS CO
$2.1M
GSGOLDMAN SACHS GROUP INC
$2.0M
XLESELECT SECTOR SPDR TR
$2.0M
UBERUBER TECHNOLOGIES INC
$2.0M
MRKMERCK & CO INC
$2.0M
DOVDOVER CORP
$2.0M
CLIPGLOBAL X FDS
$2.0M
LLYELI LILLY & CO
$1.9M
QCOMQUALCOMM INC
$1.9M
SBUXSTARBUCKS CORP
$1.9M
CRWDCROWDSTRIKE HLDGS INC
$1.9M
IYWISHARES TR
$1.9M
UMAYINNOVATOR ETFS TRUST
$1.8M
XOMEXXON MOBIL CORP
$1.8M
FTNTFORTINET INC
$1.8M
PJUNINNOVATOR ETFS TRUST
$1.8M
WMWASTE MGMT INC DEL
$1.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.8M
FRTFEDERAL RLTY INVT TR NEW
$1.8M
HONHONEYWELL INTL INC
$1.7M
CRCLCIRCLE INTERNET GROUP INC
$1.7M
VPUVANGUARD WORLD FD
$1.6M
IRDMIRIDIUM COMMUNICATIONS INC
$1.6M
CEGCONSTELLATION ENERGY CORP
$1.6M
HSYHERSHEY CO
$1.6M
UDECINNOVATOR ETFS TRUST
$1.6M
UJUNINNOVATOR ETFS TRUST
$1.6M
OREALTY INCOME CORP
$1.6M
LOWLOWES COS INC
$1.5M
GPIXGOLDMAN SACHS ETF TR
$1.5M
CITHE CIGNA GROUP
$1.5M
NOCNORTHROP GRUMMAN CORP
$1.5M
ICEINTERCONTINENTAL EXCHANGE IN
$1.5M
TMOTHERMO FISHER SCIENTIFIC INC
$1.5M
PNOVINNOVATOR ETFS TRUST
$1.4M
PJANINNOVATOR ETFS TRUST
$1.4M
ABTABBOTT LABS
$1.4M
PMARINNOVATOR ETFS TRUST
$1.4M
TEAMATLASSIAN CORPORATION
$1.3M
NVBWAIM ETF PRODUCTS TRUST
$1.3M
CVECENOVUS ENERGY INC
$1.3M
IYFISHARES TR
$1.3M
GTLBGITLAB INC
$1.3M
PAPRINNOVATOR ETFS TRUST
$1.3M
BAMBROOKFIELD ASSET MANAGMT LTD
$1.3M
TSLATESLA INC
$1.3M
WFCWELLS FARGO CO NEW
$1.2M
PJULINNOVATOR ETFS TRUST
$1.2M
POCTINNOVATOR ETFS TRUST
$1.1M
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