Stock Taper 
CASTLE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 4.84K | $1.66M |
 Johnson & Johnson | JNJ | 4.42K | $1.12M |
 Amgen Inc. | AMGN | 3.59K | $1.3M |
 Exxon Mobil Corporation | XOM | 3.18K | $435.27K |
 Eaton Corporation plc | ETN | 3.17K | $1.35M |
 AbbVie Inc. | ABBV | 3.13K | $786.88K |
 Cisco Systems, Inc. | CSCO | 3.04K | $356.84K |
 Berkshire Hathaway Inc. | BRK-B | 2.75K | $1.38M |
 Morgan Stanley | MS | 2.73K | $571.36K |
 UnitedHealth Group Incorporated | UNH | 2.72K | $1.13M |
 Meta Platforms, Inc. | META | 2.69K | $1.52M |
 Thermo Fisher Scientific Inc. | TMO | 2.56K | $1.28M |
 RTX Corporation | RTX | 2.35K | $446.88K |
 Intel Corp. | INTC | 2.12K | $296K |
 McDonald's Corporation | MCD | 1.85K | $499.07K |
 Lockheed Martin Corporation | LMT | 1.74K | $885.74K |
 The Goldman Sachs Group, Inc. | GS | 1.72K | $1.74M |
 Citigroup Inc. | C | 1.7K | $237.23K |
 PepsiCo, Inc. | PEP | 1.58K | $214.61K |
 GE Aerospace | GE | 1.4K | $523.22K |