Castleview Partners, LLC Incresed Positions in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
748
+ 36.72%
$35.45 - $40.33 $26.5K - $30.2K
2.79K $99K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
467
+ 5.02%
$51.31 - $55.61 $24K - $26K
9.78K $522K
IVW
Ishares S&P 500 Growth ETF

ETFs
244
+ 23.69%
$94.43 - $105.47 $23K - $25.7K
1.27K $129K
MCD
Mcdonalds Corp

Consumer Cyclical
86
+ 13.44%
$288.47 - $316.54 $24.8K - $27.2K
726 $210K
T
At&T Inc.

Communication Services
1.05K
+ 7.85%
$21.22 - $23.88 $22.2K - $25K
14.4K $327K
SLV
I Shares Silver Trust

ETFs
916
+ 68.41%
$26.33 - $31.74 $24.1K - $29.1K
2.26K $59K
SRLN
Ssga Active Trust

ETFs
568
+ 30.59%
$41.48 - $42.08 $23.6K - $23.9K
2.43K $101K
DUK
Duke Energy Corp

Utilities
210
+ 10.8%
$105.76 - $120.76 $22.2K - $25.4K
2.15K $232K
MFA
Mfa Financial, Inc.

Real Estate
2.33K
+ 37.54%
$10.19 - $12.72 $23.7K - $29.6K
8.53K $86K
TFC
Truist Financial Corp

Financial Services
531
+ 10.35%
$41.51 - $48.1 $22K - $25.5K
5.66K $245K
FNDX
Schwab Fundamental U S Large C

ETFs
902
+ 200.0%
$23.49 - $71.77 $21.2K - $64.7K
1.35K $32K
HRL
Hormel Foods Corp

Consumer Defensive
720
+ 15.54%
$29.21 - $33.55 $21K - $24.2K
5.35K $167K
DE
Deere & CO

Industrials
51
+ 10.87%
$389.45 - $466.0 $19.9K - $23.8K
520 $220K
CL
Colgate Palmolive CO

Consumer Defensive
245
+ 13.24%
$90.22 - $102.31 $22.1K - $25.1K
2.1K $190K
ROST
Ross Stores, Inc.

Consumer Cyclical
150
+ 1.92%
$138.59 - $156.61 $20.8K - $23.5K
7.95K $1.2M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.06K
+ 18.93%
$18.41 - $18.97 $19.5K - $20.1K
6.65K $122K
IBM
International Business Machines Corp

Technology
86
+ 5.65%
$204.9 - $238.04 $17.6K - $20.5K
1.61K $353K
UBER
Uber Technologies, Inc

Technology
299
+ 16.81%
$59.93 - $86.34 $17.9K - $25.8K
2.08K $125K
MS
Morgan Stanley

Financial Services
130
+ 5.33%
$104.42 - $134.99 $13.6K - $17.5K
2.57K $323K
NVR
Nvr Inc

Consumer Cyclical
2
+ 2.41%
$8101.21 - $9940.51 $16.2K - $19.9K
85 $695K
EBND
Spdr Bloomberg Emerging Market

ETFs
849
+ 17.17%
$19.53 - $21.1 $16.6K - $17.9K
5.8K $113K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
615
+ 182.49%
$27.54 - $83.04 $16.9K - $51.1K
952 $26K
HSY
Hershey CO

Consumer Defensive
97
+ 142.65%
$168.67 - $193.65 $16.4K - $18.8K
165 $27K
HPQ
Hp Inc

Technology
493
+ 12.79%
$32.46 - $39.3 $16K - $19.4K
4.35K $141K
CRM
Salesforce, Inc.

Technology
43
+ 81.13%
$270.87 - $367.87 $11.6K - $15.8K
96 $32K
MU
Micron Technology Inc

Technology
178
+ 10.65%
$84.16 - $113.41 $15K - $20.2K
1.85K $155K
SCHX
Schwab Strategic Tr Us Large C

ETFs
621
+ 142.11%
$22.4 - $68.28 $13.9K - $42.4K
1.06K $24K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 6.43%
$442.29 - $483.08 $13.7K - $15K
513 $232K
AXP
American Express CO

Financial Services
44
+ 5.68%
$267.35 - $305.57 $11.8K - $13.4K
819 $243K
FITB
Fifth Third Bancorp

Financial Services
312
+ 7.57%
$41.76 - $48.44 $13K - $15.1K
4.44K $187K
AZO
Autozone Inc

Consumer Cyclical
4
+ 1.13%
$2981.19 - $3370.27 $11.9K - $13.5K
358 $1.15M
ITW
Illinois Tool Works Inc

Industrials
53
+ 9.78%
$253.56 - $278.5 $13.4K - $14.8K
595 $150K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11
+ 1.73%
$1146.59 - $1270.6 $12.6K - $14K
648 $768K
CMI
Cummins Inc

Industrials
33
+ 1.43%
$324.93 - $383.42 $10.7K - $12.7K
2.34K $815K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
272
+ 7.08%
$44.33 - $49.55 $12.1K - $13.5K
4.11K $184K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
92
+ 49.2%
$126.68 - $134.74 $11.7K - $12.4K
279 $35K
FNV
Franco Nevada Corp

Basic Materials
89
+ 53.29%
$113.26 - $137.22 $10.1K - $12.2K
256 $30K
ABBV
Abb Vie Inc.

Healthcare
61
+ 16.18%
$164.99 - $203.87 $10.1K - $12.4K
438 $77K
FNDA
Schwab Fundamental U S Small C

ETFs
357
+ 100.0%
$29.26 - $59.11 $10.4K - $21.1K
714 $21K
STRA
Strategic Education, Inc.

Consumer Defensive
105
+ 2.97%
$85.85 - $101.62 $9.01K - $10.7K
3.64K $339K
DPZ
Dominos Pizza Inc

Consumer Cyclical
24
+ 1.87%
$408.59 - $476.19 $9.81K - $11.4K
1.31K $549K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
162
+ 2.78%
$57.38 - $61.11 $9.3K - $9.9K
5.99K $349K
CCJ
Cameco Corp

Energy
157
+ 6.16%
$48.64 - $61.14 $7.64K - $9.6K
2.71K $139K
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
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
264
+ 10.06%
$30.93 - $33.94 $8.17K - $8.96K
2.89K $89K
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
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
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