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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
16
2
1
1
3
0
25
8
6
CASTLE ROCK WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings138

Total Value ($x1000)70,545
Activities
New47

Increased56

Unchanged6

Decreased29

Sold Out22

Top 10 Stock Holdingstotal 22.77%
CVX4.66

AMZN2.91

AAPL2.41

VNLA2.28

BRK.B2.22

 
UNH1.7

V1.69

BSCO1.65

LMBS1.63

MSFT1.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CVX
4.66%
COM
AMZN
2.91%
COM
AAPL
2.41%
COM
VNLA
2.28%
SHORT DUR ETF
BRK.B
2.22%
CL B NEW
UNH
1.7%
COM
V
1.69%
COM CL A
BSCO
1.65%
BULSHS 2024 CB
LMBS
1.63%
FST LOW MTG ETF
MSFT
1.62%
COM
STOR
1.52%
COM
ABT
1.48%
COM
BNDX
1.4%
INTL BD IDX ETF
IYH
1.36%
US HLTHCARE ETF
GOOG
1.33%
CAP STK CL C
CL
1.31%
COM
IONS
1.21%
COM
GLOP
1.1%
UNIT LTD PTNRP
GIGB
1.08%
ACCESS INVT GR
HBI
1.05%
COM
GOOGL
0.98%
CAP STK CL A
AMLP
0.96%
ALERIAN MLP
HD
0.96%
COM
RSP
0.94%
S&P500 EQL WGT
ADBE
0.93%
COM
JNJ
0.91%
COM
T
0.89%
COM
SQ
0.89%
CL A
SPY
0.88%
TR UNIT
NVDA
0.87%
COM
CWB
0.86%
BRC CNV SECS ETF
DIS
0.84%
COM DISNEY
CRM
0.81%
COM
INTC
0.81%
COM
SHOP
0.78%
CL A
NOC
0.77%
COM
PCAR
0.77%
COM
QQEW
0.77%
SHS
BA
0.77%
COM
ROKU
0.76%
CL A
FPE
0.75%
PFD SECS INC ETF
O
0.75%
COM
NOBL
0.73%
S&P 500 ARISTO
FTSM
0.73%
FIRST TR ENH NEW
UTG
0.69%
COM SH BEN INT
PANW
0.69%
COM
ICE
0.69%
COM
ARKK
0.68%
INNOVATION ETF
FB
0.67%
CL A
TIP
0.66%
TIPS BD ETF
AVGO
0.66%
COM
ANET
0.65%
COM
CCI
0.65%
COM
VWO
0.64%
FTSE EMR MKT ETF
QTEC
0.63%
SHS
HYLS
0.63%
FIRST TR TA HIYL
SCHP
0.63%
US TIPS ETF
JSMD
0.62%
SML MID CP ETF
QQQ
0.62%
UNIT SER 1
TAP
0.6%
CL B
TNET
0.6%
COM
VNQ
0.6%
REIT ETF
BMY
0.6%
COM
BABA
0.59%
SPONSORED ADS
USMV
0.59%
USA MIN VOL ETF
NOW
0.59%
COM
SYK
0.57%
COM
XOM
0.57%
COM
REM
0.55%
MTG REL ETF NEW
CHD
0.55%
COM
ABBV
0.54%
COM
PYPL
0.53%
COM
MCD
0.53%
COM
MMP
0.53%
COM UNIT RP LP
STZ
0.52%
CL A
IYG
0.52%
U.S. FIN SVC ETF
TEAM
0.51%
CL A
MMM
0.5%
COM
MAIN
0.5%
COM
IGHG
0.5%
INVT INT RT HG
FVD
0.5%
SHS
VPU
0.49%
UTILITIES ETF
AMT
0.49%
COM
ADP
0.49%
COM
CDAY
0.49%
COM
WM
0.48%
COM
CRON
0.48%
COM
VXF
0.48%
EXTEND MKT ETF
NMFC
0.48%
COM
IDV
0.47%
INTL SEL DIV ETF
KEYS
0.47%
COM
ICSH
0.47%
LIQUID INC ETF
FIVE
0.47%
COM
RIGS
0.46%
RIVRFRNT STR INC
DVY
0.45%
SELECT DIVID ETF
PEP
0.45%
COM
QCOM
0.45%
COM
JPST
0.45%
ULTRA SHRT INC
VZ
0.45%
COM
PSCU
0.45%
S&P SMLCP UTIL
GMF
0.44%
ASIA PACIF ETF
XPO
0.44%
COM
IGR
0.44%
COM
MCO
0.43%
COM
ACC
0.43%
COM
MA
0.43%
CL A
VCSH
0.42%
SHRT TRM CORP BD
COST
0.41%
COM
JFR
0.41%
COM
RIO
0.41%
SPONSORED ADR
ITA
0.39%
U.S. AER&DEF ETF
NFLX
0.39%
COM
RWW
0.39%
FINANCIALS SECTO
DLR
0.38%
COM
MLM
0.38%
COM
EEMV
0.36%
EM MK MINVOL ETF
TFLO
0.36%
TRS FLT RT BD
SHM
0.36%
NUVN BR SHT MUNI
MTUM
0.36%
MSCI USAMOMFCT
CGC
0.36%
COM
IBB
0.35%
NASDQ BIOTEC ETF
MINT
0.35%
ENHAN SHRT MAT
MOAT
0.35%
MORNINGSTAR WIDE
BAC
0.34%
COM
NAC
0.34%
COM
RDVY
0.33%
FIRST TR NASDAQ
EFA
0.33%
MSCI EAFE ETF
BX
0.31%
COM UNIT LTD
ITW
0.31%
COM
LQDH
0.31%
INT RT HDG C B
DIA
0.3%
UT SER 1
OKE
0.3%
COM
EW
0.3%
COM
PDP
0.29%
DWA MOMENTUM
SHV
0.29%
SHRT TRS BD ETF
NFJ
0.27%
COM
ETW
0.21%
COM
CLDR
0.2%
COM
ALGN
1%
COM
STMP
0.96%
COM NEW
MU
0.89%
COM
ULTI
0.78%
COM
ATVI
0.77%
COM
EDIT
0.7%
COM
FFTY
0.58%
IBD 50 ETF
JPM
0.55%
COM
QDEL
0.53%
COM
WMT
0.51%
COM
ETV
0.5%
COM
PGX
0.44%
PFD ETF
OGIG
0.41%
OSHS GBL INTER
CRSP
0.4%
NAMEN AKT
GE
0.39%
COM
HIG
0.36%
COM
XLC
0.35%
COMMUNICATION
IYE
0.33%
U.S. ENERGY ETF
EOS
0.33%
COM
CLX
0.32%
COM
EHT
0.31%
COM SH BEN INT
FSIC
0.27%
COM