Castle Financial & Retirement Planning Associates, Inc.

13F Filings History

Latest 13F report
Q4 2021 - Feb 14, 2022
Value $
$29.3M
Signature - Title
Al Procaccino - President & CCO
Location
Fair Haven, NJ
Summary
This page shows a list of all the recent 13F filings made by Castle Financial & Retirement Planning Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Castle Financial & Retirement Planning Associates, Inc. reported 205 stock holdings with total value $29.3M as of Q4 2021. Top holdings included VOO, SPY, SCHD, RDVY, and ESGU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 205 $29.3M $0 $0 VOO, SPY, SCHD, RDVY, ESGU 13F-HR 2/11/2022, 07:21 PM