Castleview Partners, LLC Purchases in Q1 2025

Castleview Partners, LLC

  • $111 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
2.3K
+ 21.21%
$258.59 - $327.36 $595K - $753K
13.2K $4.1M
ETN
Eaton Corp PLC

Industrials
4.46K
+ 664.83%
$271.83 - $371.23 $1.21M - $1.66M
5.13K $1.4M
COP
Conocophillips

Energy
8.99K
+ 31.93%
$88.6 - $105.85 $797K - $952K
37.2K $3.9M
BMY
Bristol Myers Squibb CO

Healthcare
12.7K
+ 23.02%
$53.9 - $63.11 $685K - $802K
67.9K $4.14M
SIVR
Abrdn Silver ETF Trust

ETFs
28.1K
+ 4117.45%
$28.07 - $32.82 $788K - $922K
28.8K $935K
PWR
Quanta Services, Inc.

Industrials
3.69K
+ 787.82%
$236.71 - $358.03 $873K - $1.32M
4.16K $1.06M
TQQQ
Proshares Ultrapro Qqq

ETFs
19.1K
+ 150.41%
$57.3 - $90.39 $1.1M - $1.73M
31.8K $1.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.15K
+ 449.37%
$85.29 - $92.57 $609K - $661K
8.74K $795K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.28K
+ 99.46%
$507.05 - $563.67 $648K - $720K
2.56K $1.32M
TSLA
Tesla, Inc.

Consumer Cyclical
4.22K
+ 123.35%
$222.15 - $428.22 $936K - $1.8M
7.63K $1.98M
ELV
Elevance Health, Inc.

Healthcare
842
+ 36.2%
$365.9 - $436.25 $308K - $367K
3.17K $1.38M
GLDM
World Gold Trust

ETFs
5.12K
+ 26.7%
$52.19 - $61.89 $267K - $317K
24.3K $1.5M
SGOL
Abrdn Gold ETF Trust

ETFs
15.8K
+ 649.28%
$25.14 - $29.82 $396K - $470K
18.2K $542K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
20.8K
New
$21.84 - $23.31 $454K - $485K
20.8K $473K
EQAL
Invesco ETF

ETFs
9.86K
New
$46.28 - $50.51 $456K - $498K
9.86K $465K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
4.33K
+ 93.83%
$93.33 - $103.96 $404K - $451K
8.95K $895K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
785
+ 153.02%
$442.66 - $534.52 $347K - $420K
1.3K $691K
FSTA
Fidelity Covington Tr Msci Con

ETFs
7.26K
+ 528.6%
$48.3 - $52.85 $351K - $384K
8.64K $441K
AON
Aon PLC

Financial Services
909
New
$348.44 - $409.32 $317K - $372K
909 $362K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.3K
New
$19.42 - $19.54 $335K - $338K
17.3K $336K
CLOI
Vaneck ETF Tr

ETFs
5.94K
+ 15.69%
$52.68 - $53.16 $313K - $316K
43.8K $2.31M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
7.37K
New
$41.74 - $43.57 $308K - $321K
7.37K $310K
FENY
Fidelity Covington Tr Msci Ene

ETFs
11.6K
+ 155.33%
$23.24 - $26.16 $269K - $302K
19K $485K
XLB
Select Sector Spdr Fd Material

ETFs
3.36K
+ 90.45%
$83.19 - $90.99 $280K - $306K
7.08K $608K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
6.27K
+ 573.99%
$39.53 - $46.13 $248K - $289K
7.36K $323K
VUG
Vanguard Growth ETF

ETFs
674
+ 1162.07%
$369.1 - $427.61 $249K - $288K
732 $271K
JPIE
J P Morgan Exchange Traded Fd
5.23K
New
$45.46 - $46.18 $238K - $241K
5.23K $240K
EMTL
Spdr Doubleline Emerging Marke

ETFs
5.57K
New
$42.13 - $43.1 $235K - $240K
5.57K $240K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.31K
New
$100.59 - $103.47 $233K - $239K
2.31K $239K
GHYG
Ishares Incus & Intl High Yiel

ETFs
5.36K
New
$43.73 - $44.98 $234K - $241K
5.36K $238K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.74K
+ 6.26%
$42.18 - $45.16 $158K - $169K
63.4K $2.81M
HCA
Hca Healthcare, Inc.

Healthcare
644
New
$296.7 - $345.55 $191K - $223K
644 $222K
SLB
Schlumberger Limited

Energy
5.08K
+ 421.58%
$38.4 - $43.74 $195K - $222K
6.29K $262K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
5.42K
New
$37.69 - $39.76 $204K - $215K
5.42K $205K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.16K
New
$142.8 - $176.36 $166K - $205K
1.16K $200K
KO
Coca Cola CO

Consumer Defensive
1.87K
+ 29.07%
$60.81 - $72.32 $114K - $135K
8.29K $593K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.07K
+ 21.95%
$91.45 - $91.75 $189K - $190K
11.5K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
1.9K
+ 1258.94%
$91.75 - $115.81 $174K - $220K
2.05K $201K
XLE
Energy Sector Spdr

ETFs
1.16K
+ 12.34%
$85.7 - $93.96 $99.2K - $109K
10.5K $984K
SSO
Proshares Ultra S&P 500

ETFs
2.38K
+ 58.51%
$80.57 - $100.21 $192K - $238K
6.45K $533K
EPD
Enterprise Products Partners L.P.

Energy
3.14K
+ 22.4%
$31.75 - $34.14 $99.6K - $107K
17.1K $585K
PAVE
Global X Fds Us Infrastructure

ETFs
3.66K
+ 81.03%
$37.31 - $43.82 $136K - $160K
8.17K $308K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.74K
+ 45.91%
$24.88 - $26.85 $118K - $127K
15.1K $380K
ZTS
Zoetis Inc.

Healthcare
623
+ 19.83%
$156.48 - $175.67 $97.5K - $109K
3.77K $619K
LLY
Eli Lilly & CO

Healthcare
53
+ 7.6%
$725.72 - $929.72 $38.5K - $49.3K
750 $619K
AVTR
Avantor, Inc.

Basic Materials
9.89K
+ 56.05%
$15.5 - $22.57 $153K - $223K
27.5K $446K
XLV
Select Sector Spdr Fund Health

ETFs
272
+ 7.21%
$137.61 - $149.68 $37.4K - $40.7K
4.05K $590K
BLND
Blend Labs, Inc.

Technology
19K
New
$2.96 - $4.05 $56.3K - $77K
19K $63K
LNG
Cheniere Energy, Inc.

Energy
150
+ 10.88%
$209.32 - $253.66 $31.4K - $38K
1.53K $353K
Activity Summary
Buys All Purchases 87 New Holdings 21 Increased Positions 66 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email