StockDriftsStockDriftsTop 50 Castle Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBLL | INVESCO EXCH TRADED FD TR II | 8.38% | 245.0K | $25.9M | -11.73%(-32.55K) | $105.54(+0.18%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 5.49% | 646.7K | $16.9M | +6.45%(+39.19K) | $26.10(+0.90%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 4.54% | 277.1K | $14.0M | +11.06%(+27.60K) | $50.71(-0.16%) | 2026-03-31 | |
| TFLR | T ROWE PRICE ETF INC | 4.35% | 266.7K | $13.4M | +4.61%(+11.75K) | $51.47(-1.02%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.35% | 222.6K | $10.3M | +3.56%(+7.66K) | $38.48(+29.06%) | 2026-03-31 | |
| PEMX | PUTNAM ETF TRUST | 3.02% | 133.1K | $9.3M | +0.97%(+1.28K) | $54.92(+52.71%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.92% | 106.2K | $9.0M | +0.97%(+1.02K) | $55.47(+64.72%) | 2026-03-31 | |
| WTPI | WISDOMTREE TR | 2.85% | 275.6K | $8.8M | +2.10%(+5.66K) | $32.94(+0.81%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.19% | 263.5K | $6.8M | -0.34%(-901) | $16.56(+76.17%) | 2026-03-31 | |
| SMIG | ETF SER SOLUTIONS | 2.1% | 220.3K | $6.5M | +1.73%(+3.76K) | $24.02(+30.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.24% |
| Top 20 Holdings Unweighted | +14.43% | +49.84% |
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