Castle Rock Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $19.55M | 4.2% |
| COCA COLA CO | $18.66M | 4.0% |
| CHEVRON CORP | $15.01M | 3.2% |
| Apple Inc. | $14.24M | 3.1% |
| ISHARES TR | $14.19M | 3.1% |
| WISDOMTREE TR | $12.49M | 2.7% |
| MICROSOFT CORP | $12.30M | 2.7% |
| Alphabet Inc. | $10.38M | 2.2% |
| ISHARES TR | $8.80M | 1.9% |
| Amazon.com, Inc. | $8.60M | 1.9% |
| GOLDMAN SACHS ETF TR | $8.51M | 1.8% |
| Meta Platforms Inc | $6.09M | 1.3% |
| ISHARES TR | $6.07M | 1.3% |
| SPDR S&P 500 ETF TR | $5.85M | 1.3% |
| JPMORGAN CHASE & CO | $5.59M | 1.2% |
| Broadcom Inc. | $5.59M | 1.2% |
| VANECK ETF TRUST | $5.23M | 1.1% |
| INVESCO QQQ TR | $5.05M | 1.1% |
| Palantir Technologies Inc | $4.87M | 1.1% |
| Walmart Inc. | $4.58M | 1.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $4.40M | 1.0% |
| GOLDMAN SACHS ETF TR | $4.25M | 0.9% |
| INNOVATOR ETFS TRUST | $4.06M | 0.9% |
| Palo Alto Networks Inc | $3.96M | 0.9% |
| Alphabet Inc. | $3.71M | 0.8% |
| Visa Inc | $3.66M | 0.8% |
| INNOVATOR ETFS TRUST | $3.65M | 0.8% |
| COSTCO WHOLESALE CORP /NEW | $3.56M | 0.8% |
| SPDR GOLD TR | $3.46M | 0.7% |
| Eaton Corp plc | $3.45M | 0.7% |
| ALPS ETF TR | $3.36M | 0.7% |
| Tesla Inc | $3.31M | 0.7% |
| INNOVATOR ETFS TRUST | $3.28M | 0.7% |
| ELI LILLY & Co | $3.19M | 0.7% |
| Merck & Co., Inc. | $3.10M | 0.7% |
| AMGEN INC | $3.06M | 0.7% |
| THE ALGER ETF TRUST | $3.05M | 0.7% |
| HOME DEPOT, INC. | $3.03M | 0.7% |
| Vertiv Holdings Co | $3.01M | 0.7% |
| ISHARES TR | $2.97M | 0.6% |
| GOLDMAN SACHS ETF TR | $2.96M | 0.6% |
| JANUS DETROIT STR TR | $2.94M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $2.91M | 0.6% |
| BLACKROCK ETF TRUST II | $2.86M | 0.6% |
| ETFS GOLD TR | $2.85M | 0.6% |
| ONEOK Inc | $2.81M | 0.6% |
| THE GOLDMAN SACHS GROUP, INC. | $2.80M | 0.6% |
| SELECT SECTOR SPDR TR | $2.76M | 0.6% |
| ISHARES TR | $2.61M | 0.6% |
| BRISTOL MYERS SQUIBB CO | $2.58M | 0.6% |