Castleview Partners, LLC Incresed Positions in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
57
+ 3.46%
$122.65 - $138.35 $6.99K - $7.89K
1.7K $214K
FAST
Fastenal CO

Industrials
79
+ 1.78%
$69.99 - $84.35 $5.53K - $6.66K
4.51K $324K
VZ
Verizon Communications Inc

Communication Services
140
+ 2.43%
$39.6 - $45.21 $5.54K - $6.33K
5.91K $236K
SCHA
Schwab Strategic Tr Us Small C

ETFs
248
+ 25.51%
$25.33 - $51.16 $6.28K - $12.7K
1.22K $31K
PG
Procter & Gamble CO

Consumer Defensive
38
+ 0.73%
$161.05 - $179.7 $6.12K - $6.83K
5.21K $873K
IIPR
Innovative Industrial Properties Inc

Real Estate
98
+ 17.5%
$66.64 - $135.61 $6.53K - $13.3K
658 $43K
XLB
Select Sector Spdr Fd Material

ETFs
64
+ 1.75%
$83.8 - $97.58 $5.36K - $6.25K
3.72K $312K
NKE
Nike, Inc.

Consumer Cyclical
64
+ 16.75%
$73.36 - $89.13 $4.7K - $5.7K
446 $33K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
111
+ 60.0%
$50.06 - $55.0 $5.56K - $6.11K
296 $14K
INDA
Ishares Msci India Index Fund

ETFs
88
+ 1.67%
$52.64 - $58.16 $4.63K - $5.12K
5.35K $281K
TMUS
T Mobile Us, Inc.

Communication Services
19
+ 3.51%
$206.1 - $246.94 $3.92K - $4.69K
561 $123K
IFF
International Flavors & Fragrances Inc

Basic Materials
47
+ 21.17%
$83.96 - $106.19 $3.95K - $4.99K
269 $22K
CVS
Cvs Health Corp

Healthcare
73
+ 18.39%
$43.78 - $67.46 $3.2K - $4.92K
470 $21K
SPMD
Spdr Portfolio

ETFs
77
+ 4.1%
$54.13 - $59.56 $4.17K - $4.59K
1.96K $106K
AGNC
Agnc Investment Corp.

Real Estate
451
+ 1.3%
$9.21 - $10.59 $4.15K - $4.78K
35.2K $324K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
149
+ 9.07%
$27.8 - $29.05 $4.14K - $4.33K
1.79K $49K
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
67
+ 1.06%
$58.39 - $67.04 $3.91K - $4.49K
6.4K $405K
DGRO
Ishares Core Dividend Growth E

ETFs
65
+ 4.01%
$60.73 - $64.94 $3.95K - $4.22K
1.69K $103K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
35
+ 15.22%
$113.92 - $127.38 $3.99K - $4.46K
265 $30K
SCHW
Schwab Charles Corp

Financial Services
46
+ 1.36%
$63.31 - $82.85 $2.91K - $3.81K
3.43K $253K
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
SLX
Vaneck ETF Tr Steel ETF

ETFs
43
+ 4.77%
$57.96 - $73.7 $2.49K - $3.17K
945 $55K
REZ
Ishares Tr Residential And Mul

ETFs
39
+ 1.46%
$79.04 - $89.77 $3.08K - $3.5K
2.7K $218K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 1.98%
$244.52 - $284.07 $2.93K - $3.41K
617 $152K
CB
Chubb LTD

Financial Services
8
+ 5.84%
$271.57 - $301.89 $2.17K - $2.42K
145 $40K
LMT
Lockheed Martin Corp

Industrials
5
+ 1.1%
$479.66 - $614.62 $2.4K - $3.07K
458 $222K
HON
Honeywell International Inc

Industrials
10
+ 2.33%
$202.84 - $236.0 $2.03K - $2.36K
440 $99K
STZ
Constellation Brands, Inc.

Consumer Defensive
6
+ 4.44%
$219.66 - $257.62 $1.32K - $1.55K
141 $31K
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
L
Loews Corp

Financial Services
19
+ 2.48%
$76.49 - $87.05 $1.45K - $1.65K
784 $66K
ET
Energy Transfer LP

Energy
75
+ 2.73%
$16.05 - $19.86 $1.2K - $1.49K
2.83K $55K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.58%
N/A
346 $63K
VTV
Vanguard Value ETF

ETFs
2
+ 0.68%
$168.32 - $181.87 $337 - $364
297 $50K
DOX
Amdocs LTD

Technology
9
+ 6.0%
$82.94 - $92.86 $746 - $836
159 $13K
FNF
Fidelity National Financial, Inc.

Financial Services
19
+ 1.88%
$55.19 - $63.83 $1.05K - $1.21K
1.03K $57K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
15
+ 0.7%
$20.05 - $20.15 $301 - $302
2.15K $43K
AFG
American Financial Group Inc

Financial Services
8
+ 7.21%
$126.81 - $149.08 $1.01K - $1.19K
119 $16K
WTRG
Essential Utilities, Inc.

Utilities
21
+ 5.97%
$36.18 - $40.55 $760 - $852
373 $13K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 3.91%
$101.77 - $113.02 $509 - $565
133 $14K
AMH
American Homes 4 Rent

Real Estate
4
+ 0.5%
$35.02 - $39.25 $140 - $157
802 $30K
ATO
Atmos Energy Corp

Utilities
7
+ 5.88%
$136.41 - $151.43 $955 - $1.06K
126 $17K
CBOE
Cboe Global Markets, Inc.

Financial Services
4
+ 6.06%
$191.61 - $217.84 $766 - $871
70 $13K
TTC
Toro CO

Industrials
7
+ 5.69%
$80.1 - $88.44 $561 - $619
130 $10K
BOKF
Bok Financial Corp

Financial Services
9
+ 5.73%
$101.23 - $119.67 $911 - $1.08K
166 $17K
GNRC
Generac Holdings Inc.

Industrials
2
+ 0.55%
$154.28 - $195.11 $309 - $390
368 $57K
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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