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Stock Style
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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.
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CASTLE ROCK WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings8

Total Value ($x1000)2,168
Activities
New5

Increased2

Unchanged0

Decreased1

Sold Out110

Top Stock Holdingstotal 100.01%
NAC30.54

PGX18.5

WFC12.92

HD11.9

NKX9.96

 
PCG9.87

GAIN5.9

RAD0.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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NAC
30.54%
COM
PGX
18.5%
PFD ETF
WFC
12.92%
COM
HD
11.9%
COM
NKX
9.96%
COM
PCG
9.87%
COM
GAIN
5.9%
COM
RAD
0.42%
COM
CVX
8.32%
COM
AMZN
4.09%
COM
AAPL
3.84%
COM
BRK.B
2.38%
CL B NEW
UNH
2.19%
COM
JSMD
2.18%
SML MID CP ETF
VNLA
2.18%
SHORT DUR ETF
BSCO
1.98%
BULSHS 2024 CB
MSFT
1.61%
COM
ABT
1.57%
COM
V
1.55%
COM CL A
NVDA
1.51%
COM
GOOG
1.45%
CAP STK CL C
CL
1.37%
COM
JNJ
1.27%
COM
HBI
1.25%
COM
FB
1.23%
CL A
BNDX
1.2%
INTL BD IDX ETF
NFLX
1.11%
COM
STOR
1.11%
COM
SHOP
1.07%
CL A
GLOP
1.07%
UNIT LTD PTNRP
GIGB
1%
ACCESS INVT GR
ALGN
1%
COM
GOOGL
1%
CAP STK CL A
FPE
1%
PFD SECS INC ETF
T
0.98%
COM
STMP
0.96%
COM NEW
AMLP
0.95%
ALERIAN MLP
O
0.94%
COM
CRM
0.93%
COM
PYPL
0.91%
COM
MU
0.89%
COM
SPY
0.88%
TR UNIT
LMBS
0.87%
FST LOW MTG ETF
DIS
0.85%
COM DISNEY
ADBE
0.85%
COM
CWB
0.84%
BRC CNV SECS ETF
PANW
0.83%
COM
ARKK
0.82%
INNOVATION ETF
SCHP
0.79%
US TIPS ETF
ULTI
0.78%
COM
ATVI
0.77%
COM
PCAR
0.76%
COM
NOC
0.76%
COM
SQ
0.76%
CL A
IGHG
0.74%
INVT INT RT HG
UTG
0.71%
COM SH BEN INT
EDIT
0.7%
COM
ITA
0.69%
U.S. AER&DEF ETF
ANET
0.65%
COM
STZ
0.63%
CL A
ABBV
0.63%
COM
CCI
0.62%
COM
CHD
0.62%
COM
ICE
0.62%
COM
MMP
0.62%
COM UNIT RP LP
IYH
0.62%
US HLTHCARE ETF
SYK
0.61%
COM
INTC
0.61%
COM
BAC
0.6%
COM
TAP
0.6%
CL B
HYLS
0.59%
FIRST TR TA HIYL
MAIN
0.58%
COM
FFTY
0.58%
IBD 50 ETF
REM
0.58%
MTG REL ETF NEW
MCD
0.57%
COM
XOM
0.56%
COM
BA
0.56%
COM
MMM
0.56%
COM
MA
0.56%
CL A
JPM
0.55%
COM
CDAY
0.55%
COM
ADP
0.54%
COM
QCOM
0.54%
COM
QDEL
0.53%
COM
TNET
0.52%
COM
BABA
0.52%
SPONSORED ADS
TIP
0.52%
TIPS BD ETF
WMT
0.51%
COM
IDV
0.5%
INTL SEL DIV ETF
ETV
0.5%
COM
NOW
0.49%
COM
PEP
0.48%
COM
VNQ
0.46%
REIT ETF
WM
0.46%
COM
MLM
0.42%
COM
RIO
0.42%
SPONSORED ADR
RIGS
0.41%
RIVRFRNT STR INC
OGIG
0.41%
OSHS GBL INTER
DLR
0.41%
COM
CRSP
0.4%
NAMEN AKT
GE
0.39%
COM
DIA
0.38%
UT SER 1
IBB
0.37%
NASDQ BIOTEC ETF
HIG
0.36%
COM
VZ
0.36%
COM
XLC
0.35%
COMMUNICATION
IYE
0.33%
U.S. ENERGY ETF
EOS
0.33%
COM
ITW
0.33%
COM
OKE
0.33%
COM
CLX
0.32%
COM
NFJ
0.32%
COM
VPU
0.32%
UTILITIES ETF
EHT
0.31%
COM SH BEN INT
FSIC
0.27%
COM
ETW
0.27%
COM
NMFC
0.27%
COM
JFR
0.19%
COM