Managed by Castle Wealth Management Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $29.3M |
| 277.5K |
| 0.00% |
| — |
| 6 | Q QQQ — | $25.9M | 245.2K | 0.00% | — |
| 7 | Q QQQ — | $17.7M | 167.7K | 0.00% | — |
| 8 | P PDI — | $16.3M | 607.5K | 0.00% | — |
| 9 | P PDI — | $15.2M | 566.8K | 0.00% | — |
| 10 | P PDI — | $14.4M | 540.8K | 0.00% | — |
| 11 | P PDI — | $13.5M | 510.7K | 0.00% | — |
| 12 | ? N/A — | $13.1M | 254.9K | 0.00% | — |
| 13 | ? N/A — | $12.7M | 246.1K | 0.00% | — |
| 14 | P PDI — | $12.6M | 485.1K | 0.00% | — |
| 15 | J JHG — | $12.6M | 249.5K | 0.00% | — |
| 16 | ? N/A — | $12M | 233.1K | 0.00% | — |
| 17 | ? N/A — | $11.7M | 225.6K | 0.00% | — |
| 18 | ? N/A — | $11.6M | 227.0K | 0.00% | — |
| 19 | P PDI — | $11.4M | 428.9K | 0.00% | — |
| 20 | J JHG — | $11M | 217.4K | 0.00% | — |