Castleview Partners
Latest statistics and disclosures from Castleview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Regan Floating Rate Mbs, BOXX, AMZN, SPY, AAPL, and represent 22.58% of Castleview Partners's stock portfolio.
- Added to shares of these 10 stocks: Regan Floating Rate Mbs (+$22M), BOXX (+$6.1M), VEA, AAPL, AMGN, SPYD, CLOI, Bitwise Bitcoin Etf Tr, NEE, BNDX.
- Started 97 new stock positions in IYW, PICK, CLBT, SMLF, VXF, APLD, MET, VTWO, CVV, CBT.
- Reduced shares in these 10 stocks: XVOL (-$26M), IHDG (-$5.6M), SVOL, GS, SPTS, DFS, BSCO, PYPL, TXN, SHY.
- Sold out of its positions in ABEV, AHH, AWI, ATOS, ATAT, Aurora Cannabis, AVDX, MUI, BSTZ, BTI.
- Castleview Partners was a net buyer of stock by $26M.
- Castleview Partners has $179M in assets under management (AUM), dropping by 25.47%.
- Central Index Key (CIK): 0001737088
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Portfolio Holdings for Castleview Partners
Castleview Partners holds 899 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Castleview Partners has 899 total positions. Only the first 250 positions are shown.
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- Download the Castleview Partners March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Valued Advisers Tr Regan Fltg Rate | 12.4 | $22M | NEW | 878k | 25.28 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 3.4 | $6.1M | NEW | 57k | 106.46 |
|
| Amazon (AMZN) | 2.5 | $4.4M | +20% | 25k | 180.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $4.0M | +3% | 7.6k | 523.04 |
|
| Apple (AAPL) | 2.1 | $3.8M | +135% | 22k | 171.48 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $3.1M | +2% | 15k | 205.72 |
|
| Microsoft Corporation (MSFT) | 1.6 | $2.9M | 7.0k | 420.74 |
|
|
| Amgen (AMGN) | 1.5 | $2.7M | +230% | 9.5k | 284.32 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.4 | $2.5M | -2% | 49k | 50.45 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $2.3M | +4679% | 47k | 50.17 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 1.3 | $2.3M | +284% | 56k | 40.71 |
|
| Nextera Energy (NEE) | 1.1 | $2.0M | +171% | 31k | 63.91 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 1.1 | $2.0M | +500% | 37k | 52.82 |
|
| Visa Com Cl A (V) | 0.9 | $1.7M | +9% | 6.0k | 279.09 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $1.7M | -9% | 22k | 76.36 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $1.7M | +3% | 8.0k | 208.27 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $1.7M | -9% | 16k | 100.54 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int | 0.9 | $1.6M | NEW | 40k | 38.71 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.5M | 10k | 152.26 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.5M | 3.0k | 481.63 |
|
|
| Home Depot (HD) | 0.8 | $1.4M | +46% | 3.6k | 383.58 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $1.4M | +10% | 27k | 50.10 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $1.4M | -2% | 15k | 89.90 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $1.3M | -20% | 16k | 81.78 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.7 | $1.3M | +18% | 14k | 91.80 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.7 | $1.2M | +19% | 14k | 87.48 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $1.2M | +4822% | 25k | 49.19 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $1.2M | 12k | 97.94 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.7 | $1.2M | -30% | 57k | 20.97 |
|
| Tidal Etf Tr Acruence Active (XVOL) | 0.7 | $1.2M | -95% | 58k | 20.74 |
|
| Humana (HUM) | 0.6 | $1.1M | +15604% | 3.3k | 346.72 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $1.1M | -2% | 17k | 65.65 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.1M | +45% | 7.3k | 147.72 |
|
| Ross Stores (ROST) | 0.6 | $1.1M | +5% | 7.3k | 146.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.1M | +4% | 2.4k | 444.05 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $1.1M | +1798% | 25k | 41.77 |
|
| AutoZone (AZO) | 0.6 | $1.0M | 331.00 | 3151.65 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $1.0M | -3% | 9.5k | 108.92 |
|
| BlackRock (BLK) | 0.6 | $1.0M | +295% | 1.2k | 834.00 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $982k | +41% | 10k | 94.41 |
|
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.5 | $936k | +1973% | 44k | 21.48 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $931k | NEW | 21k | 45.31 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $884k | NEW | 5.0k | 175.27 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $878k | 7.9k | 110.54 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $869k | +5% | 4.3k | 200.31 |
|
| First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD) | 0.5 | $866k | +11% | 37k | 23.59 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.5 | $858k | +14% | 11k | 77.52 |
|
| Procter & Gamble Company (PG) | 0.5 | $856k | +5% | 5.3k | 162.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $855k | 2.5k | 337.05 |
|
|
| Netflix (NFLX) | 0.5 | $854k | 1.4k | 607.33 |
|
|
| Thermo Fisher Scientific (TMO) | 0.5 | $834k | +44% | 1.4k | 581.21 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 0.5 | $812k | +13% | 29k | 27.96 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $797k | -3% | 7.4k | 107.41 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $791k | 11k | 73.15 |
|
|
| Arch Cap Group Ord (ACGL) | 0.4 | $746k | -5% | 8.1k | 92.44 |
|
| salesforce (CRM) | 0.4 | $732k | 2.4k | 301.18 |
|
|
| Vaneck Etf Trust Commodity Stgy (PIT) | 0.4 | $705k | NEW | 14k | 49.22 |
|
| TJX Companies (TJX) | 0.4 | $700k | +6% | 6.9k | 101.42 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.4 | $694k | NEW | 14k | 49.29 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.4 | $687k | NEW | 14k | 49.97 |
|
| O'reilly Automotive (ORLY) | 0.4 | $677k | +5% | 600.00 | 1128.88 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $656k | -6% | 1.9k | 346.61 |
|
| NVR (NVR) | 0.4 | $648k | +8% | 80.00 | 8099.96 |
|
| Unified Ser Tr Abslute Selct Vl (ABEQ) | 0.4 | $646k | -12% | 21k | 30.41 |
|
| Servicenow (NOW) | 0.4 | $635k | -30% | 833.00 | 762.40 |
|
| Cummins (CMI) | 0.4 | $630k | 2.1k | 294.65 |
|
|
| Airbnb Com Cl A (ABNB) | 0.3 | $625k | 3.8k | 164.96 |
|
|
| Domino's Pizza (DPZ) | 0.3 | $588k | +5% | 1.2k | 496.88 |
|
| Abbott Laboratories (ABT) | 0.3 | $585k | +24% | 5.1k | 113.66 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.3 | $566k | -12% | 17k | 32.47 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $555k | 12k | 46.21 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $552k | +5% | 3.3k | 169.36 |
|
| UnitedHealth (UNH) | 0.3 | $549k | +4% | 1.1k | 494.60 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.3 | $544k | 15k | 35.87 |
|
|
| Walt Disney Company (DIS) | 0.3 | $536k | +7% | 4.4k | 122.36 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $535k | -28% | 1.1k | 504.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $533k | 3.5k | 150.93 |
|
|
| Philip Morris International (PM) | 0.3 | $517k | +57% | 5.6k | 91.62 |
|
| Zoetis Cl A (ZTS) | 0.3 | $516k | +36% | 3.0k | 169.22 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $512k | +13% | 10k | 50.08 |
|
| MasTec (MTZ) | 0.3 | $499k | 5.4k | 93.25 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $497k | +5788% | 8.1k | 61.56 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.3 | $495k | -79% | 22k | 22.66 |
|
| Gartner (IT) | 0.3 | $488k | +6% | 1.0k | 476.67 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $486k | +677% | 15k | 31.62 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.3 | $472k | +60% | 9.5k | 49.86 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $462k | +29% | 4.0k | 116.24 |
|
| Wal-Mart Stores (WMT) | 0.3 | $459k | +200% | 7.6k | 60.17 |
|
| Progressive Corporation (PGR) | 0.3 | $457k | +2% | 2.2k | 206.82 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $452k | +3% | 8.0k | 56.17 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $452k | +18% | 13k | 35.84 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $452k | +7% | 33k | 13.87 |
|
| Texas Cap Tex Equity Index E Texas Small Cap (TXSS) | 0.2 | $442k | NEW | 17k | 25.73 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.2 | $441k | +5% | 7.8k | 56.39 |
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $435k | 23k | 19.07 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $431k | +32% | 21k | 20.43 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.2 | $428k | +15% | 4.3k | 99.42 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $426k | +5% | 581.00 | 732.31 |
|
| Union Pacific Corporation (UNP) | 0.2 | $422k | +15% | 1.7k | 246.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $420k | 873.00 | 480.70 |
|
|
| Autodesk (ADSK) | 0.2 | $419k | 1.6k | 260.42 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $418k | -2% | 13k | 32.23 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.2 | $417k | +108% | 16k | 25.63 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) | 0.2 | $416k | NEW | 11k | 39.24 |
|
| Enterprise Products Partners (EPD) | 0.2 | $414k | 14k | 29.18 |
|
|
| Caterpillar (CAT) | 0.2 | $406k | +16% | 1.1k | 366.30 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $399k | NEW | 8.4k | 47.62 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $394k | +5% | 3.2k | 121.57 |
|
| Johnson & Johnson (JNJ) | 0.2 | $392k | +15% | 2.5k | 158.16 |
|
| Peakstone Realty Trust Common Shares (PKST) | 0.2 | $391k | 24k | 16.13 |
|
|
| Pepsi (PEP) | 0.2 | $385k | 2.2k | 175.01 |
|
|
| Moody's Corporation (MCO) | 0.2 | $379k | +4% | 965.00 | 393.03 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $375k | 2.8k | 131.95 |
|
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $372k | -7% | 11k | 33.59 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $372k | -8% | 8.0k | 46.48 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $372k | +53% | 10k | 36.19 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $361k | NEW | 5.0k | 72.33 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $353k | 36k | 9.90 |
|
|
| Tesla Motors (TSLA) | 0.2 | $351k | +25% | 2.0k | 175.79 |
|
| American Tower Reit (AMT) | 0.2 | $349k | +291% | 1.8k | 197.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $342k | 650.00 | 525.55 |
|
|
| Nike CL B (NKE) | 0.2 | $338k | +51% | 3.6k | 93.99 |
|
| Strategic Education (STRA) | 0.2 | $334k | 3.2k | 104.12 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $332k | 5.7k | 58.59 |
|
|
| Barings Bdc (BBDC) | 0.2 | $331k | 36k | 9.30 |
|
|
| Semrush Hldgs Cl A Com (SEMR) | 0.2 | $330k | NEW | 25k | 13.26 |
|
| Chevron Corporation (CVX) | 0.2 | $328k | +28% | 2.1k | 157.74 |
|
| Workday Cl A (WDAY) | 0.2 | $325k | +5% | 1.2k | 272.75 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $324k | +9771% | 7.7k | 42.12 |
|
| Black Diamond Therapeutics (BDTX) | 0.2 | $324k | NEW | 64k | 5.07 |
|
| Fastenal Company (FAST) | 0.2 | $315k | +3% | 4.1k | 77.14 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $314k | 2.4k | 128.40 |
|
|
| American Eagle Outfitters (AEO) | 0.2 | $308k | NEW | 12k | 25.79 |
|
| McDonald's Corporation (MCD) | 0.2 | $306k | +18% | 1.1k | 281.84 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $304k | -41% | 1.6k | 190.68 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $301k | +12% | 36k | 8.29 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $296k | 380.00 | 777.96 |
|
|
| Edgewise Therapeutics (EWTX) | 0.2 | $296k | NEW | 16k | 18.24 |
|
| Meta Platforms Cl A (META) | 0.2 | $294k | -5% | 606.00 | 485.73 |
|
| International Business Machines (IBM) | 0.2 | $294k | +18% | 1.5k | 191.00 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $292k | -8% | 323.00 | 903.58 |
|
| Pilgrim's Pride Corporation (PPC) | 0.2 | $283k | NEW | 8.2k | 34.32 |
|
| Aspen Technology (AZPN) | 0.2 | $278k | NEW | 1.3k | 213.28 |
|
| InterDigital (IDCC) | 0.2 | $275k | NEW | 2.6k | 106.46 |
|
| Bioxcel Therapeutics (BTAI) | 0.2 | $274k | NEW | 97k | 2.82 |
|
| Boeing Company (BA) | 0.2 | $272k | 1.4k | 192.99 |
|
|
| Palomar Hldgs (PLMR) | 0.2 | $272k | NEW | 3.2k | 83.83 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $270k | NEW | 4.1k | 66.36 |
|
| Zymeworks Del (ZYME) | 0.2 | $269k | NEW | 26k | 10.52 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $264k | +56% | 3.3k | 79.86 |
|
| Coca-Cola Company (KO) | 0.1 | $264k | +36% | 4.3k | 61.18 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $263k | +20% | 3.6k | 72.34 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $263k | +306% | 2.1k | 125.33 |
|
| Deere & Company (DE) | 0.1 | $260k | +7% | 634.00 | 410.74 |
|
| Cellebrite Di Ordinary Shares (CLBT) | 0.1 | $257k | NEW | 23k | 11.08 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $254k | -4% | 2.1k | 123.60 |
|
| Morgan Stanley Com New (MS) | 0.1 | $252k | +32% | 2.7k | 94.16 |
|
| Zoom Video Communications In Cl A (ZM) | 0.1 | $250k | 3.8k | 65.37 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $248k | -4% | 1.7k | 148.63 |
|
| Clearside Biomedical (CLSD) | 0.1 | $248k | NEW | 162k | 1.53 |
|
| Transmedics Group (TMDX) | 0.1 | $247k | NEW | 3.3k | 73.94 |
|
| Fiserv (FI) | 0.1 | $244k | +37% | 1.5k | 159.82 |
|
| EOG Resources (EOG) | 0.1 | $243k | +2% | 1.9k | 127.84 |
|
| Verizon Communications (VZ) | 0.1 | $232k | +15% | 5.5k | 41.96 |
|
| At&t (T) | 0.1 | $231k | +28% | 13k | 17.60 |
|
| Icici Bank Adr (IBN) | 0.1 | $226k | -2% | 8.6k | 26.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $222k | -8% | 528.00 | 420.52 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $222k | -34% | 2.3k | 94.62 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $219k | +30% | 5.6k | 38.98 |
|
| Proshares Tr Pshs Ultra Dow30 (DDM) | 0.1 | $219k | +471% | 2.5k | 87.08 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $217k | +61% | 5.0k | 43.04 |
|
| Eaton Corp SHS (ETN) | 0.1 | $215k | +346% | 687.00 | 312.68 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $210k | +3775% | 2.2k | 95.22 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $210k | +50% | 462.00 | 455.07 |
|
| Goldman Sachs (GS) | 0.1 | $207k | -75% | 495.00 | 417.69 |
|
| Merck & Co (MRK) | 0.1 | $201k | +29% | 1.5k | 131.95 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $200k | +4% | 2.0k | 97.53 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $200k | +48% | 3.7k | 54.23 |
|
| Paypal Holdings (PYPL) | 0.1 | $199k | -67% | 3.0k | 66.99 |
|
| Cisco Systems (CSCO) | 0.1 | $195k | +20% | 3.9k | 49.91 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $195k | +1063% | 1.3k | 154.93 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $192k | +34% | 1.9k | 102.28 |
|
| Avantor (AVTR) | 0.1 | $190k | +151% | 7.4k | 25.57 |
|
| CarMax (KMX) | 0.1 | $187k | -2% | 2.1k | 87.11 |
|
| Baxter International (BAX) | 0.1 | $186k | +197% | 4.4k | 42.74 |
|
| Qualcomm (QCOM) | 0.1 | $186k | +2% | 1.1k | 169.25 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $185k | +1656% | 2.0k | 94.89 |
|
| Pfizer (PFE) | 0.1 | $185k | +36% | 6.7k | 27.75 |
|
| Gilead Sciences (GILD) | 0.1 | $180k | +49% | 2.5k | 73.25 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $180k | +45% | 11k | 16.90 |
|
| Kellogg Company (K) | 0.1 | $179k | +48% | 3.1k | 57.29 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $178k | +35% | 2.0k | 90.05 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $173k | +412% | 2.0k | 86.48 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $171k | +35% | 1.8k | 96.73 |
|
| Tidal Tr Ii Yieldmax Magnifi | 0.1 | $170k | NEW | 8.3k | 20.46 |
|
| Air Products & Chemicals (APD) | 0.1 | $169k | +7% | 699.00 | 242.27 |
|
| American Express Company (AXP) | 0.1 | $169k | +3% | 743.00 | 227.77 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $167k | -24% | 1.0k | 161.28 |
|
| Fifth Third Ban (FITB) | 0.1 | $162k | +30% | 4.3k | 37.21 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $159k | +13% | 2.6k | 61.53 |
|
| Waste Management (WM) | 0.1 | $159k | 744.00 | 213.15 |
|
|
| Listed Fd Tr Trueshares Strct (JULZ) | 0.1 | $157k | 4.0k | 39.20 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $156k | -41% | 3.3k | 47.46 |
|
| Jamf Hldg Corp (JAMF) | 0.1 | $156k | NEW | 8.5k | 18.35 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $153k | 4.8k | 31.87 |
|
|
| Emerson Electric (EMR) | 0.1 | $152k | -2% | 1.3k | 113.42 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $152k | 4.4k | 34.16 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $151k | +5% | 2.1k | 71.35 |
|
| Vaneck Etf Trust Energy Incme Et (EINC) | 0.1 | $150k | NEW | 2.0k | 76.85 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $150k | +5% | 3.5k | 43.35 |
|
| Metropcs Communications (TMUS) | 0.1 | $147k | +52% | 902.00 | 163.22 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $147k | +2% | 738.00 | 199.25 |
|
| Manulife Finl Corp (MFC) | 0.1 | $146k | 5.8k | 24.99 |
|
|
| 3M Company (MMM) | 0.1 | $145k | +34% | 1.4k | 106.06 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $144k | +3% | 3.3k | 44.05 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.1 | $142k | +396% | 7.4k | 19.28 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $142k | +86% | 3.4k | 41.74 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $142k | NEW | 3.4k | 41.08 |
|
| Align Technology (ALGN) | 0.1 | $140k | 428.00 | 327.92 |
|
|
| Global X Fds Global X Uranium (URA) | 0.1 | $140k | +3794% | 4.9k | 28.83 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $139k | NEW | 2.7k | 51.59 |
|
| Ford Motor Company (F) | 0.1 | $137k | +2% | 10k | 13.28 |
|
| S&p Global (SPGI) | 0.1 | $134k | 315.00 | 425.45 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $133k | +167% | 1.8k | 74.18 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $132k | -72% | 757.00 | 174.21 |
|
| Honeywell International (HON) | 0.1 | $132k | 642.00 | 205.36 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.1 | $131k | 3.0k | 44.45 |
|
|
| Ball Corporation (BALL) | 0.1 | $131k | +49% | 1.9k | 67.36 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $130k | +2% | 2.6k | 50.36 |
|
| Dollar General (DG) | 0.1 | $130k | +42% | 831.00 | 156.06 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $129k | NEW | 382.00 | 336.33 |
|
| General Motors Company (GM) | 0.1 | $128k | 2.8k | 45.35 |
|
|
| Hp (HPQ) | 0.1 | $127k | +39% | 4.2k | 30.22 |
|
| Listed Fd Tr Trueshares Strcd (JANZ) | 0.1 | $127k | 3.9k | 32.16 |
|
|
| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.1 | $126k | -7% | 3.1k | 40.04 |
|
| Corteva (CTVA) | 0.1 | $125k | -4% | 2.2k | 57.67 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $123k | 882.00 | 139.01 |
|
|
| Upwork (UPWK) | 0.1 | $116k | NEW | 9.5k | 12.26 |
|
| Illinois Tool Works (ITW) | 0.1 | $114k | +40% | 426.00 | 268.33 |
|
| Independence Realty Trust In (IRT) | 0.1 | $113k | 7.0k | 16.13 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $113k | +405% | 1.5k | 76.67 |
|
| Comfort Systems USA (FIX) | 0.1 | $111k | 349.00 | 317.71 |
|
|
| Dollar Tree (DLTR) | 0.1 | $110k | -5% | 825.00 | 133.15 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $110k | -31% | 4.3k | 25.28 |
|
| Innovative Industria A (IIPR) | 0.1 | $110k | 1.1k | 103.52 |
|
|
| Yum! Brands (YUM) | 0.1 | $109k | +7% | 789.00 | 138.64 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $109k | -12% | 314.00 | 347.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $108k | +2% | 417.00 | 259.59 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $108k | 2.0k | 53.10 |
|
|
| Insperity (NSP) | 0.1 | $107k | +3% | 979.00 | 109.66 |
|
Past Filings by Castleview Partners
SEC 13F filings are viewable for Castleview Partners going back to 2018
- Castleview Partners 2024 Q1 filed May 10, 2024
- Castleview Partners 2023 Q4 filed Feb. 5, 2024
- Castleview Partners 2023 Q3 filed Oct. 26, 2023
- Castleview Partners 2023 Q2 filed Aug. 15, 2023
- Castleview Partners 2023 Q1 filed May 16, 2023
- Castleview Partners 2022 Q4 filed Feb. 1, 2023
- Castleview Partners 2022 Q3 filed Nov. 10, 2022
- Castleview Partners 2022 Q2 restated filed Aug. 17, 2022
- Castleview Partners 2022 Q2 filed Aug. 16, 2022
- Castleview Partners 2022 Q1 filed May 16, 2022
- Castleview Partners 2021 Q4 filed Feb. 17, 2022
- Castleview Partners 2021 Q2 filed Aug. 17, 2021
- Castleview Partners 2018 Q1 filed May 7, 2018