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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Castle Rock Wealth Management, LLC INSTITUTION : Castle Rock Wealth Management, LLC
Castle Rock Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-08-08) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
CHEVRON CORP NEW    (COM) CVX 6,326,000 50,865 7.01%
AMAZON COM INC    (COM) AMZN 3,915,000 2,058 4.34%
APPLE INC    (COM) AAPL 2,264,000 11,401 2.51%
VISA INC    (COM CL A) V 2,154,000 12,411 2.39%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,036,000 9,556 2.25%
STORE CAP CORP    (COM) STOR 1,823,000 54,904 2.02%
MICROSOFT CORP    (COM) MSFT 1,802,000 13,473 1.99%
GASLOG PARTNERS LP    (UNIT LTD PTNRP) GLOP 1,741,000 81,966 1.93%
GOLDMAN SACHS ETF TR    (ACCESS INVT GR) 1,625,000 31,634 1.80%
JANUS DETROIT STR TR    (HENDRSN SHRT ETF) 1,489,000 29,863 1.65%
ABBOTT LABS    (COM) ABT 1,310,000 15,600 1.45%
UNITEDHEALTH GROUP INC    (COM) UNH 1,283,000 5,314 1.42%
HOME DEPOT INC    (COM) HD 1,281,000 6,128 1.42%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 1,184,000 22,395 1.31%
JANUS DETROIT STR TR    (HENDERSN SML ETF) 1,019,000 22,523 1.13%
COLGATE PALMOLIVE CO    (COM) CL 1,011,000 14,125 1.12%
NUVEEN CA QUALTY MUN INCOME    (COM) NAC 988,000 68,174 1.09%
ALPS ETF TR    (ALERIAN MLP) AMLP 925,000 93,991 1.02%
FIRST TR EXCHANGE-TRADED FD    (PFD SECS INC ETF) FPE 925,000 47,659 1.02%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 920,000 16,408 1.02%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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