Castleview Partners, LLC Purchases in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNV
Franco Nevada Corp

Basic Materials
89
+ 53.29%
$113.26 - $137.22 $10.1K - $12.2K
256 $30K
SRAD
Sportradar Group Ag

Technology
610
New
$11.84 - $17.73 $7.22K - $10.8K
610 $10K
CME
Cme Group Inc.

Financial Services
44
New
$221.17 - $246.02 $9.73K - $10.8K
44 $10K
AEHR
Aehr Test Systems

Technology
630
New
$10.78 - $16.98 $6.79K - $10.7K
630 $10K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
231
New
$47.11 - $50.8 $10.9K - $11.7K
231 $10K
DPZ
Dominos Pizza Inc

Consumer Cyclical
24
+ 1.87%
$408.59 - $476.19 $9.81K - $11.4K
1.31K $549K
STRA
Strategic Education, Inc.

Consumer Defensive
105
+ 2.97%
$85.85 - $101.62 $9.01K - $10.7K
3.64K $339K
CCJ
Cameco Corp

Energy
157
+ 6.16%
$48.64 - $61.14 $7.64K - $9.6K
2.71K $139K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
162
+ 2.78%
$57.38 - $61.11 $9.3K - $9.9K
5.99K $349K
MCO
Moodys Corp

Financial Services
16
+ 1.63%
$454.04 - $500.88 $7.26K - $8.01K
998 $472K
EMHC
Spdr Bloomberg Emerging Market
344
+ 14.53%
$23.7 - $25.01 $8.15K - $8.6K
2.71K $64K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
245
+ 2.98%
$34.13 - $37.35 $8.36K - $9.15K
8.46K $288K
PGR
Progressive Corp

Financial Services
34
+ 1.99%
$239.6 - $268.88 $8.15K - $9.14K
1.75K $418K
UNP
Union Pacific Corp

Industrials
34
+ 2.16%
$223.15 - $249.32 $7.59K - $8.48K
1.61K $366K
UPS
United Parcel Service Inc

Industrials
57
+ 3.46%
$122.65 - $138.35 $6.99K - $7.89K
1.7K $214K
SCHA
Schwab Strategic Tr Us Small C

ETFs
248
+ 25.51%
$25.33 - $51.16 $6.28K - $12.7K
1.22K $31K
FAST
Fastenal CO

Industrials
79
+ 1.78%
$69.99 - $84.35 $5.53K - $6.66K
4.51K $324K
IIPR
Innovative Industrial Properties Inc

Real Estate
98
+ 17.5%
$66.64 - $135.61 $6.53K - $13.3K
658 $43K
VZ
Verizon Communications Inc

Communication Services
140
+ 2.43%
$39.6 - $45.21 $5.54K - $6.33K
5.91K $236K
PG
Procter & Gamble CO

Consumer Defensive
38
+ 0.73%
$161.05 - $179.7 $6.12K - $6.83K
5.21K $873K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
111
+ 60.0%
$50.06 - $55.0 $5.56K - $6.11K
296 $14K
NKE
Nike, Inc.

Consumer Cyclical
64
+ 16.75%
$73.36 - $89.13 $4.7K - $5.7K
446 $33K
INDA
Ishares Msci India Index Fund

ETFs
88
+ 1.67%
$52.64 - $58.16 $4.63K - $5.12K
5.35K $281K
XLB
Select Sector Spdr Fd Material

ETFs
64
+ 1.75%
$83.8 - $97.58 $5.36K - $6.25K
3.72K $312K
SCHP
Schwab Strategic Us Tips ETF

ETFs
223
+ 71.94%
$25.74 - $53.78 $5.74K - $12K
533 $13K
DGRO
Ishares Core Dividend Growth E

ETFs
65
+ 4.01%
$60.73 - $64.94 $3.95K - $4.22K
1.69K $103K
AGNC
Agnc Investment Corp.

Real Estate
451
+ 1.3%
$9.21 - $10.59 $4.15K - $4.78K
35.2K $324K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
35
+ 15.22%
$113.92 - $127.38 $3.99K - $4.46K
265 $30K
TMUS
T Mobile Us, Inc.

Communication Services
19
+ 3.51%
$206.1 - $246.94 $3.92K - $4.69K
561 $123K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
67
+ 1.06%
$58.39 - $67.04 $3.91K - $4.49K
6.4K $405K
IFF
International Flavors & Fragrances Inc

Basic Materials
47
+ 21.17%
$83.96 - $106.19 $3.95K - $4.99K
269 $22K
PHO
Invesco Exchange Traded Fd Tr

ETFs
63
+ 11.25%
$65.79 - $72.14 $4.14K - $4.54K
623 $40K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
60
+ 11.61%
$64.29 - $75.41 $3.86K - $4.52K
577 $37K
SPMD
Spdr Portfolio

ETFs
77
+ 4.1%
$54.13 - $59.56 $4.17K - $4.59K
1.96K $106K
CVS
Cvs Health Corp

Healthcare
73
+ 18.39%
$43.78 - $67.46 $3.2K - $4.92K
470 $21K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
149
+ 9.07%
$27.8 - $29.05 $4.14K - $4.33K
1.79K $49K
SLX
Vaneck ETF Tr Steel ETF

ETFs
43
+ 4.77%
$57.96 - $73.7 $2.49K - $3.17K
945 $55K
CB
Chubb LTD

Financial Services
8
+ 5.84%
$271.57 - $301.89 $2.17K - $2.42K
145 $40K
REZ
Ishares Tr Residential And Mul

ETFs
39
+ 1.46%
$79.04 - $89.77 $3.08K - $3.5K
2.7K $218K
BAC
Bank Of America Corp

Financial Services
67
+ 6.37%
$39.22 - $47.77 $2.63K - $3.2K
1.12K $49K
ITB
Ishares Tr

ETFs
30
+ 27.27%
$103.31 - $129.34 $3.1K - $3.88K
140 $14K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 1.98%
$244.52 - $284.07 $2.93K - $3.41K
617 $152K
SCHW
Schwab Charles Corp

Financial Services
46
+ 1.36%
$63.31 - $82.85 $2.91K - $3.81K
3.43K $253K
ET
Energy Transfer LP

Energy
75
+ 2.73%
$16.05 - $19.86 $1.2K - $1.49K
2.83K $55K
LMT
Lockheed Martin Corp

Industrials
5
+ 1.1%
$479.66 - $614.62 $2.4K - $3.07K
458 $222K
L
Loews Corp

Financial Services
19
+ 2.48%
$76.49 - $87.05 $1.45K - $1.65K
784 $66K
AVTR
Avantor, Inc.

Basic Materials
132
+ 0.75%
$19.72 - $25.54 $2.6K - $3.37K
17.6K $371K
TDG
Trans Digm Group Inc

Industrials
2
+ 2.3%
$1239.0 - $1442.53 $2.48K - $2.89K
89 $112K
STZ
Constellation Brands, Inc.

Consumer Defensive
6
+ 4.44%
$219.66 - $257.62 $1.32K - $1.55K
141 $31K
Activity Summary
Buys All Purchases 289 New Holdings 83 Increased Positions 206 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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