Castle Wealth Management LLC - Q12026 Holdings

Castle Wealth Management LLC holds 132 stocks with a total portfolio value of $ 308.55M as of Q12026. In Q12026, Castle Wealth Management LLC added 5 new positions, increased stakes in 47 stocks, reduced 50 holdings, and fully exited 4 positions. The largest holding is Invesco Exch Traded Fd Tr Ii (TBLL), representing 8.38% of the total portfolio.