Instuitional Investor - Castle Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Castle Wealth Management Llc |
| Portfolio Value | $301,868,285 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Traded Fd Tr Ii | 277,538 | $29,321,916 | 9.71% | |
| 2. | Pimco Etf Trust | 607,470 | $16,283,901 | 5.39% | |
| 3. | T Rowe Price Etf Inc | 254,939 | $13,104,954 | 4.34% | |
| 4. | Janus Detroit Str Tr | 249,455 | $12,617,411 | 4.18% | |
| 5. | Putnam Etf Trust | 214,930 | $9,794,373 | 3.24% |
Hedge Fund Resource Center 
