StockDriftsStockDriftsTop 50 Castle Rock Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.21% | 109.5K | $19.4M | +0.13%(+138) | $34.71(+466.16%) | 2026-03-31 | |
| KO | COCA COLA CO | 4.05% | 244.0K | $18.7M | +0.67%(+1.61K) | $62.58(+25.41%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.76% | 87.2K | $17.3M | +2.55%(+2.17K) | $130.92(+47.14%) | 2026-03-31 | |
| TFLO | ISHARES TR | 3.32% | 303.9K | $15.4M | +8.14%(+22.89K) | $50.63(-0.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.99% | 53.9K | $13.8M | +2.11%(+1.11K) | $94.58(+200.46%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 2.58% | 236.9K | $11.9M | -4.48%(-11.12K) | $50.29(+0.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.44% | 30.1K | $11.3M | +0.53%(+160) | $261.07(+57.57%) | 2026-03-31 | |
| SGOV | ISHARES TR | 1.96% | 89.9K | $9.0M | +2.61%(+2.29K) | $100.59(-0.16%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.9% | 29.8K | $8.8M | -2.59%(-792) | $115.56(+232.52%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 1.76% | 81.6K | $8.2M | -4.21%(-3.58K) | $100.02(-0.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.25% | +49.14% |
| Top 20 Holdings Unweighted | +17.34% | +61.58% |
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