Castle Financial & Retirement Planning Associates, Inc. has disclosed 235 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-12-31. The current portfolio value is calculated to be $29.00 Mil. The turnover rate is 0%.
In Castle Financial & Retirement Planning Associates, Inc.'s current portfolio as of 2021-12-31, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), S&P 500 ETF TRUST ETF (SPY), Schwab US Dividend Equity ETF (SCHD), First Trust NASDAQ Rising Dividend Achievers ETF (RDVY), iShares MSCI USA ESG Optimized ETF (ESGU), not including call and put options.
Castle Financial & Retirement Planning Associates, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Castle Financial & Retirement Planning Associates, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Castle Financial & Retirement Planning Associates, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Castle Financial & Retirement Planning Associates, Inc..