Castle Rock Wealth Management, LLC - Portfolio overview

Castle Rock Wealth Management, LLC has 287 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 3.97%
2. KO - COCA COLA CO, 3.83%
3. CVX - CHEVRON CORPORATION, 3.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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