Castleview Partners, LLC Incresed Positions in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HAP
Vaneck ETF Tr Natural Resource

ETFs
15
+ 2.63%
$45.28 - $53.12 $679 - $797
585 $26K
MAS
Masco Corp

Industrials
15
+ 6.73%
$72.52 - $85.73 $1.09K - $1.29K
238 $17K
CVY
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.92%
$24.81 - $27.22 $719 - $789
3.19K $80K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.2%
$486.1 - $608.57 $486 - $609
495 $283K
JBHT
Hunt J B Transport Services Inc

Industrials
5
+ 1.53%
$164.22 - $197.19 $821 - $986
332 $56K
PKG
Packaging Corp Of America

Consumer Cyclical
4
+ 5.13%
$211.98 - $248.85 $848 - $995
82 $18K
NNN
National Retail Properties, Inc.

Real Estate
20
+ 6.58%
$39.77 - $49.34 $795 - $987
324 $13K
LECO
Lincoln Electric Holdings Inc

Industrials
4
+ 5.63%
$187.47 - $219.94 $750 - $880
75 $14K
ICF
Ishares Tr

ETFs
13
+ 0.8%
$58.8 - $66.61 $764 - $866
1.63K $98K
INCY
Incyte Corp

Healthcare
10
+ 6.33%
$65.08 - $83.38 $651 - $834
168 $11K
FISV
Fiserv Inc

Technology
13
+ 0.51%
N/A
2.58K $322K
PNW
Pinnacle West Capital Corp

Utilities
12
+ 6.22%
$84.03 - $94.52 $1.01K - $1.13K
205 $17K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
20
+ 1.45%
$36.54 - $37.53 $731 - $751
1.4K $51K
MGY
Magnolia Oil & Gas Corp

Energy
41
+ 6.4%
$22.89 - $28.79 $938 - $1.18K
682 $15K
RGA
Reinsurance Group Of America Inc

Financial Services
5
+ 5.75%
$201.26 - $231.95 $1.01K - $1.16K
92 $19K
DGX
Quest Diagnostics Inc

Healthcare
7
+ 6.67%
N/A
112 $15K
Kenvue Inc
10
+ 1.89%
N/A
540 $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
1.13K
+ 34.62%
N/A
4.39K $0
Managed Portfolio Series
20.9K
+ 459.42%
N/A
25.4K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
387
+ 14.87%
N/A
2.99K $0
KHC
Kraft Heinz CO

Consumer Defensive
5
+ 0.7%
$30.1 - $36.02 $151 - $180
723 $22K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.21%
$88.59 - $94.57 $88.6 - $94.6
483 $42K
AOM
Ishares Tr Core Moderate Alloc

ETFs
22
+ 2.08%
$43.44 - $45.05 $956 - $991
1.08K $46K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.82%
$250.81 - $283.3 $502 - $567
247 $62K
ALB
Albemarle Corp

Basic Materials
1
+ 0.46%
$86.08 - $111.3 $86.1 - $111
219 $18K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.7%
$216.72 - $244.71 $433 - $489
287 $67K
Vaneck ETF Trust
18.4K
+ 95.51%
N/A
37.6K $0
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.3%
$49.06 - $57.74 $245 - $289
1.67K $87K
ACWI
Ishares Msci Acwi ETF

ETFs
7
+ 0.83%
$117.05 - $123.03 $819 - $861
850 $99K
IEFA
Ishares Tr

ETFs
1
+ 0.45%
$70.06 - $77.43 $70.1 - $77.4
225 $15K
IEMG
Ishares Inc

ETFs
8
+ 1.21%
N/A
670 $35K
Bunge Global Sa
5
+ 1.0%
N/A
506 $0
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.27%
$280.08 - $307.97 $280 - $308
377 $110K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.32%
$62.78 - $74.62 $62.8 - $74.6
318 $20K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1
+ 0.09%
$77.25 - $91.3 $77.3 - $91.3
1.14K $97K
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.18%
$151.29 - $176.1 $605 - $704
2.2K $334K
Ge Healthcare Technologies I
335
+ 92.29%
N/A
698 $0
FSCO
Fs Cr Opportunities Corp Com
490
+ 0.68%
N/A
72.1K $0
EPAM
Epam Systems, Inc.

Technology
3
+ 4.92%
N/A
64 $11K
EEFT
Euronet Worldwide, Inc.

Technology
8
+ 5.84%
$96.0 - $106.61 $768 - $853
145 $14K
ROBO
Robo Global Robotics And Autom

ETFs
1
+ 0.46%
$55.06 - $58.6 $55.1 - $58.6
217 $12K
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.2%
$38.08 - $50.82 $38.1 - $50.8
501 $19K
EMR
Emerson Electric CO

Industrials
5
+ 0.39%
$108.13 - $134.33 $541 - $672
1.29K $159K
DRLL
Ea Ser Tr Strive U S Energy Et
2
+ 0.51%
N/A
394 $0
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.51%
$92.57 - $106.01 $92.6 - $106
198 $18K
NSP
Insperity, Inc.

Industrials
2
+ 0.37%
$72.51 - $88.91 $145 - $178
541 $41K
SFLR
Innovator Etfs Tr Equity Manag
3.72K
+ 34.21%
N/A
14.6K $0
Innovator Etfs Trust
2.37K
+ 47.49%
N/A
7.36K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
80
+ 2.71%
N/A
3.04K $0
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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