| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NUVEEN CA QUALTY MUN INCOME | 27 | Q2 2024 | 30.5% |
| HOME DEPOT INC | 27 | Q2 2024 | 12.4% |
| CHEVRON CORP NEW | 26 | Q2 2024 | 8.9% |
| APPLE INC | 26 | Q2 2024 | 4.8% |
| MICROSOFT CORP | 26 | Q2 2024 | 4.8% |
| ABBOTT LABS | 26 | Q2 2024 | 1.6% |
| COLGATE PALMOLIVE CO | 26 | Q2 2024 | 2.1% |
| AMAZON COM INC | 25 | Q2 2024 | 4.3% |
| NVIDIA CORPORATION | 25 | Q2 2024 | 6.1% |
| SPDR S&P 500 ETF TR | 25 | Q2 2024 | 2.2% |
View Castle Rock Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-25 |
View Castle Rock Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.