Holdings
Castle Rock Wealth Management, LLC
As of Sep 30, 2026, Castle Rock Wealth Management, LLC reported 118 positions worth US$262M. Largest: Nvidia Corporation, Coca-cola Company (the) and Chevron Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 109K | US$26M | −497 | Sep 30, 2026 |
| Coca-cola Company (the) | 243K | US$20.9M | −979 | Sep 30, 2026 |
| Chevron Corporation | 96,199 | US$20M | +9,073 | Sep 30, 2026 |
| Apple Inc | 47,042 | US$15.7M | −6,452 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 36,661 | US$12.7M | −4,307 | Sep 30, 2026 |
| Microsoft Corp. | 20,277 | US$10.7M | −1,685 | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 21,353 | US$8.97M | −3,451 | Sep 30, 2026 |
| Amazon.com, Inc. | 32,991 | US$8.46M | −4,017 | Sep 30, 2026 |
| Meta Platforms, Inc. | 8,587 | US$6.34M | −318 | Sep 30, 2026 |
| Broadcom Inc. | 14,357 | US$5.4M | −3,936 | Sep 30, 2026 |