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  Name: CASTLE WEALTH MANAGEMENT LLC
  City: WEST PALM BEACH
  State: FL
  Zip: 33401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $191,289,000
  Total Value Change : $24,475,000
  Securities Held Change : 3
   
All Securities Held : 119
  New Positions : 8
  Closed Positions : 6
  Increased Positions : 36
  Unchanged Positions : 20
  Decreased Positions : 55

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 120 Closed $53.97 $0 0 0% -211,000 -4,180 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 119 Closed $0.00 $0 0 0% -411,000 -3,917 0    N/A
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 124 Closed $0.00 $0 0 0% -386,000 -7,013 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 123 Closed $475.95 $0 0 0% -208,000 -349 0    Application Software
   (RING)1 Year Chart         RING Ishares Msci Global Gold Mi... 122 Closed $28.35 $0 0 0% -252,000 -10,266 0    N/A
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 121 Closed $0.00 $0 0 0% -205,000 -5,248 0    N/A
      6 Records Found
  1    
Page 1 of 1
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