Long-term investor
Castle Rock Wealth Management, LLC @castlerockwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001727605).
Record
- Tracked since 2025-06-30 (441 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year +9.8% · all +9.8%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.2% · long · since 2025-06-30
- KO · 3.9% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- TFLO · 3.0% · long · since 2025-06-30
- CVX · 2.8% · long · since 2025-06-30
- USFR · 2.2% · long · since 2025-06-30
- GOOG · 2.1% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- PANW · 1.7% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- SGOV · 1.6% · long · since 2025-06-30
- MU · 1.5% · long · since 2025-12-31