CASTLE ROCK WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 243K | $16.02M |
 | NVDA | 110K | $20.76M |
 | CVE | 100K | $1.67M |
 | CVX | 86K | $13.22M |
 | AAPL | 55K | $14.15M |
 | BMY | 46K | $2.11M |
 | AUR | 44K | $233.98K |
 | SMR | 42K | $1.63M |
 | AMZN | 36K | $8.08M |
 | WMT | 36K | $3.62M |
 | GOOG | 33K | $7.95M |
 | PLTR | 31K | $5.75M |
 | MSFT | 30K | $15.73M |
 | FSK | 29K | $446.06K |
 | O | 28K | $1.66M |
 | MRK | 26K | $2.33M |
 | CAG | 25K | $481.97K |
 | UBER | 24K | $2.30M |
 | PANW | 24K | $4.98M |
 | BAM | 22K | $1.25M |
The Coca-Cola Company
KO
Shares Held
243K
Value
$16.02M
NVIDIA Corporation
NVDA
Shares Held
110K
Value
$20.76M
Cenovus Energy Inc.
CVE
Shares Held
100K
Value
$1.67M
Chevron Corporation
CVX
Shares Held
86K
Value
$13.22M
Apple Inc.
AAPL
Shares Held
55K
Value
$14.15M
Bristol-Myers Squibb Company
BMY
Shares Held
46K
Value
$2.11M
Aurora Innovation, Inc.
AUR
Shares Held
44K
Value
$233.98K
NuScale Power Corporation
SMR
Shares Held
42K
Value
$1.63M
Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$8.08M
Walmart Inc.
WMT
Shares Held
36K
Value
$3.62M
Alphabet Inc.
GOOG
Shares Held
33K
Value
$7.95M
Palantir Technologies Inc.
PLTR
Shares Held
31K
Value
$5.75M
Microsoft Corporation
MSFT
Shares Held
30K
Value
$15.73M
FS KKR Capital Corp.
FSK
Shares Held
29K
Value
$446.06K
Realty Income Corporation
O
Shares Held
28K
Value
$1.66M
Merck & Co., Inc.
MRK
Shares Held
26K
Value
$2.33M
Conagra Brands, Inc.
CAG
Shares Held
25K
Value
$481.97K
Uber Technologies, Inc.
UBER
Shares Held
24K
Value
$2.30M
Palo Alto Networks, Inc.
PANW
Shares Held
24K
Value
$4.98M
Brookfield Asset Management Ltd.
BAM
Shares Held
22K
Value
$1.25M