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Castle Rock Wealth Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Ava Hoppe | 12 May, 2023

Castle Rock Wealth Management has recently released its 13F holdings report comparing Q4 2022 to Q1 2023. The report includes over 60 holdings across various sectors, including technology, healthcare, and consumer goods. Let's dive into some of the key takeaways from this report.

Technology Sector

One of the most significant changes in Castle Rock's holdings was in the technology sector. The report showed a decrease in holdings in Chevron Corp (CVX) by 14.8%, while Apple Inc (AAPL) saw an increase in shares by 18%. Microsoft Corp (MSFT) also saw a slight increase in the number of shares held by Castle Rock.

NVIDIA Corporation (NVDA) was another technology stock that saw an uptick in Castle Rock holdings, with an increase of 48.4%. On the other hand, Alphabet Inc (GOOG) saw a modest increase in shares held, by 6.5%.

Consumer Goods Sector

Castle Rock's holdings in the consumer goods sector remained relatively stable, with some minor changes. Coca Cola Co (KO) saw a small increase in shares held, by 4.3%. In contrast, Procter and Gamble Co (PG) saw a larger increase in the number of shares held, by 65.6%.

Hershey Co (HSY) also saw an increase in shares held, by 24.6%, although Conagra Brands Inc (CAG) only saw a minor increase in shares held, by 2.6%.

Healthcare Sector

The healthcare sector saw some significant changes in Castle Rock's holdings. Abbott Labs (ABT) saw an increase in shares held, by 3.3%, while Johnson & Johnson (JNJ) had a slight decrease in the number of shares held, by 6.6%.

Danaher Corporation (DHR) was another healthcare stock that saw an increase in shares held, with an uptick of 82.3%. UnitedHealth Group (UNH) had a decrease in shares held, by 9.9%.


Overall, Castle Rock Wealth Management's 13F holdings report highlights some interesting and diverse changes in their portfolio, with technology and healthcare stocks being the most active. However, despite the changes, Castle Rock has demonstrated that they are sticking to their investment strategy, with holdings remaining stable across many sectors. It will be interesting to see how these holdings perform over the coming months as the markets continue to fluctuate.

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