Stock Taper

CASTLE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RTX CorporationRTX2.35K$446.88K
Thermo Fisher Scientific Inc.TMO2.56K$1.28M
Meta Platforms, Inc.META2.69K$1.52M
UnitedHealth Group IncorporatedUNH2.72K$1.13M
Morgan StanleyMS2.73K$571.36K
Berkshire Hathaway Inc.BRK-B2.75K$1.38M
Cisco Systems, Inc.CSCO3.04K$356.84K
AbbVie Inc.ABBV3.13K$786.88K
Eaton Corporation plcETN3.17K$1.35M
Exxon Mobil CorporationXOM3.18K$435.27K
Amgen Inc.AMGN3.59K$1.3M
Johnson & JohnsonJNJ4.42K$1.12M
Visa Inc.V4.84K$1.66M
Alphabet Inc.GOOG5.05K$1.78M
Lowe's Companies, Inc.LOW5.98K$1.32M
Salesforce, Inc.CRM6.05K$947.2K
The Procter & Gamble CompanyPG6.2K$908.51K
Chevron CorporationCVX6.4K$1.06M
JPMorgan Chase & Co.JPM7.7K$2.52M
Oracle CorporationORCL8.32K$1.22M