Castle Rock Wealth Management, LLC
Top Portfolio Positions
138 positions ·
$269,386,432 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
109,545 | $19,104,648 | 7.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
243,954 | $18,552,701 | 6.89% | |
| CVX |
Chevron Corp
Energy
|
87,179 | $18,037,335 | 6.70% | |
| AAPL |
Apple Inc.
Technology
|
53,890 | $13,676,743 | 5.08% | |
| MSFT |
Microsoft Corp
Technology
|
30,130 | $11,153,222 | 4.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,566 | $7,615,600 | 2.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,646 | $5,622,839 | 2.09% | |
| AVGO |
Broadcom Inc.
Technology
|
17,668 | $5,468,422 | 2.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,529 | $5,450,490 | 2.02% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,903 | $5,093,673 | 1.89% |
Portfolio Trend
Holdings in TETH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $315,256 | 21,258 | Shares | Sole | 2026-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||