Castleview Partners, LLC New Holdings in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
28.2K
New
$95.12 - $114.72 $2.68M - $3.23M
28.2K $2.79M
FDVV
Fidelity High Dividend ETF

ETFs
45.6K
New
$49.66 - $52.63 $2.26M - $2.4M
45.6K $2.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.13K
New
$481.22 - $538.17 $1.5M - $1.68M
3.13K $1.6M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
39.7K
New
$38.63 - $39.95 $1.53M - $1.58M
39.7K $1.56M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
30.6K
New
$42.25 - $43.54 $1.29M - $1.33M
30.6K $1.31M
GLDM
World Gold Trust

ETFs
19.2K
New
$50.76 - $55.23 $973K - $1.06M
19.2K $996K
ELV
Elevance Health, Inc.

Healthcare
2.33K
New
$365.96 - $514.62 $851K - $1.2M
2.33K $859K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
15.9K
New
$40.0 - $52.93 $635K - $840K
15.9K $639K
FTGC
First Trust Global Tactical CO

ETFs
13.7K
New
$23.23 - $24.25 $319K - $333K
13.7K $328K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.15K
New
$76.21 - $82.24 $240K - $259K
3.15K $245K
HYHG
Proshares High Yield Interest

ETFs
3.74K
New
$64.27 - $65.97 $240K - $247K
3.74K $244K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.6K
New
$93.52 - $95.37 $243K - $247K
2.6K $243K
CSGP
Costar Group, Inc.

Real Estate
2.52K
New
$69.7 - $81.97 $176K - $207K
2.52K $180K
FENY
Fidelity Covington Tr Msci Ene

ETFs
7.44K
New
$23.14 - $26.91 $172K - $200K
7.44K $177K
CRL
Charles River Laboratories International, Inc.

Healthcare
948
New
$178.58 - $220.69 $169K - $209K
948 $175K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.04K
New
$49.38 - $59.52 $150K - $181K
3.04K $153K
VDE
Vanguard Energy ETF

ETFs
1.22K
New
$116.67 - $136.78 $143K - $167K
1.22K $148K
PWR
Quanta Services, Inc.

Industrials
468
New
$296.05 - $346.6 $139K - $162K
468 $147K
RTX
Raytheon Technologies Corp

Industrials
1.24K
New
$114.45 - $127.21 $142K - $158K
1.24K $143K
FDHY
Fidelity Covington Trust High

ETFs
2.04K
New
$48.24 - $49.25 $98.3K - $100K
2.04K $98K
MSTR
Microstrategy Inc

Technology
312
New
$162.69 - $473.83 $50.8K - $148K
312 $90K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
275
New
$278.19 - $315.36 $76.5K - $86.7K
275 $79K
ABC
Amerisourcebergen Corp

Healthcare
408
New
N/A
408 $75K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.37K
New
$49.28 - $52.29 $67.7K - $71.8K
1.37K $67K
IREN
Iris Energy LTD

Financial Services
6.57K
New
$7.33 - $15.39 $48.1K - $101K
6.57K $64K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.08K
New
$56.7 - $62.15 $61.3K - $67.2K
1.08K $63K
SLB
Schlumberger Limited

Energy
1.21K
New
$36.83 - $45.59 $44.4K - $54.9K
1.21K $46K
CORT
Corcept Therapeutics Inc

Healthcare
865
New
$44.66 - $60.85 $38.6K - $52.6K
865 $43K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.09K
New
$39.84 - $43.92 $43.5K - $48K
1.09K $43K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
200
New
$198.04 - $221.51 $39.6K - $44.3K
200 $42K
PSN
Parsons Corp

Industrials
464
New
$92.25 - $113.31 $42.8K - $52.6K
464 $42K
AGYS
Agilysys Inc

Technology
313
New
$98.38 - $141.74 $30.8K - $44.4K
313 $41K
LDOS
Leidos Holdings, Inc.

Technology
274
New
$143.17 - $201.39 $39.2K - $55.2K
274 $39K
PDD
Pinduoduo Inc.

Consumer Cyclical
385
New
$94.39 - $154.27 $36.3K - $59.4K
385 $37K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.49K
New
$24.55 - $25.16 $36.7K - $37.6K
1.49K $36K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
654
New
$55.73 - $61.23 $36.4K - $40K
654 $36K
FTLS
First Tr Long/Short Equity ETF

ETFs
535
New
$63.1 - $67.29 $33.8K - $36K
535 $35K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
452
New
$69.3 - $74.3 $31.3K - $33.6K
452 $32K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.2K
New
$26.63 - $30.23 $31.8K - $36.1K
1.2K $31K
DEO
Diageo PLC

Consumer Defensive
249
New
$118.0 - $139.88 $29.4K - $34.8K
249 $31K
TRV
Travelers Companies, Inc.

Financial Services
128
New
$225.97 - $266.66 $28.9K - $34.1K
128 $30K
ACHR
Archer Aviation Inc.

Industrials
3K
New
$2.94 - $11.33 $8.82K - $34K
3K $29K
VONG
Vanguard Russell 1000 Growth E

ETFs
220
New
$95.27 - $107.82 $21K - $23.7K
220 $22K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
49
New
$260.53 - $404.79 $12.8K - $19.8K
49 $18K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
288
New
$60.51 - $65.57 $17.4K - $18.9K
288 $17K
FTNT
Fortinet, Inc.

Technology
185
New
$76.49 - $99.21 $14.2K - $18.4K
185 $17K
XLF
Financial Sector Spdr

ETFs
350
New
$44.89 - $51.34 $15.7K - $18K
350 $16K
TGT
Target Corp

Consumer Defensive
119
New
$121.59 - $160.69 $14.5K - $19.1K
119 $16K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
197
New
$73.49 - $86.09 $14.5K - $17K
197 $15K
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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