Castleview Partners, LLC Sells in Q1 2025

Castleview Partners, LLC

  • $111 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-12K
- 81.95%
$243.19 - $288.14 $2.92M - $3.46M
2.65K $762K
AAPL
Apple Inc.

Technology
-4.16K
- 16.7%
$209.68 - $247.1 $871K - $1.03M
20.7K $4.6M
XLP
Consumer Staples Sector Spdr

ETFs
-17.4K
- 77.72%
N/A
5K $379K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-12.4K
- 80.59%
$81.83 - $82.73 $1.02M - $1.03M
2.99K $247K
FDVV
Fidelity High Dividend ETF

ETFs
-19.5K
- 42.73%
$48.86 - $52.28 $952K - $1.02M
26.1K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.84K
- 21.72%
$190.26 - $242.06 $541K - $688K
10.2K $1.95M
HD
Home Depot, Inc.

Consumer Cyclical
-1.88K
- 32.86%
$347.25 - $424.87 $652K - $797K
3.84K $1.41M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-37.1K
- 42.04%
$20.64 - $20.73 $766K - $770K
51.2K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-910
- 14.36%
$551.42 - $612.93 $502K - $558K
5.43K $3.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.13K
- 36.06%
$468.34 - $539.52 $528K - $608K
2K $936K
JPM
Jpmorgan Chase & CO

Financial Services
-2.6K
- 58.86%
$225.19 - $279.95 $585K - $727K
1.82K $445K
MSFT
Microsoft Corp

Technology
-900
- 15.18%
$375.39 - $447.2 $338K - $402K
5.03K $1.89M
QLD
Proshares Ultra Qqq

ETFs
-3.35K
- 21.62%
$88.88 - $119.12 $298K - $399K
12.1K $1.08M
GOOG
Alphabet Inc.

Communication Services
-1.96K
- 26.46%
$156.06 - $207.71 $305K - $406K
5.44K $849K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.88K
- 58.41%
$169.43 - $182.84 $488K - $526K
2.05K $355K
SPYG
Spdr Portfolio

ETFs
-5.42K
- 64.98%
$80.05 - $92.39 $434K - $500K
2.92K $234K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.69K
- 65.42%
$112.81 - $126.16 $416K - $465K
1.95K $237K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.23K
- 38.61%
$49.78 - $53.19 $410K - $438K
13.1K $668K
GOOGL
Alphabet Inc.

Communication Services
-1.79K
- 57.5%
$154.33 - $206.19 $276K - $368K
1.32K $204K
V
Visa Inc.

Financial Services
-1.66K
- 27.49%
$306.92 - $362.71 $509K - $602K
4.38K $1.53M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.14K
- 14.38%
$123.3 - $154.95 $141K - $177K
6.81K $869K
PM
Philip Morris International Inc.

Consumer Defensive
-4.47K
- 43.16%
$117.15 - $158.79 $524K - $710K
5.89K $934K
NOW
Service Now, Inc.

Technology
-209
- 38.35%
$783.83 - $1170.39 $164K - $245K
336 $267K
NFLX
Netflix Inc

Communication Services
-341
- 48.23%
$828.4 - $1058.6 $282K - $361K
366 $341K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-6.16K
- 53.16%
$48.65 - $53.06 $300K - $327K
5.43K $281K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.49K
- 11.33%
$50.39 - $50.66 $277K - $278K
43K $2.18M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-3.97K
- 40.62%
$49.85 - $56.22 $198K - $223K
5.81K $294K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-4.53K
- 11.42%
$38.06 - $40.36 $172K - $183K
35.1K $1.35M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.63K
- 48.79%
$37.07 - $40.63 $209K - $229K
5.91K $232K
UNH
Unitedhealth Group Inc

Healthcare
-364
- 45.79%
$461.52 - $548.18 $168K - $200K
431 $225K
CMI
Cummins Inc

Industrials
-293
- 12.53%
$312.92 - $386.07 $91.7K - $113K
2.05K $640K
CAT
Caterpillar Inc

Industrials
-368
- 32.51%
$326.75 - $407.63 $120K - $150K
764 $251K
NVR
Nvr Inc

Consumer Cyclical
-10
- 11.76%
$7062.02 - $8382.63 $70.6K - $83.8K
75 $543K
DIS
Walt Disney CO

Communication Services
-679
- 17.03%
$96.87 - $114.0 $65.8K - $77.4K
3.31K $326K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.41K
- 22.27%
$88.13 - $96.94 $124K - $136K
4.91K $471K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-151
- 10.45%
$497.6 - $606.74 $75.1K - $91.6K
1.29K $643K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13
- 0.54%
$360.07 - $417.26 $4.68K - $5.42K
2.38K $859K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.45K
- 4.73%
$41.55 - $43.98 $60K - $63.6K
29.1K $1.22M
MA
Mastercard Inc

Financial Services
-261
- 9.78%
$504.67 - $576.31 $132K - $150K
2.41K $1.32M
ADBE
Adobe Inc.

Technology
-17
- 1.37%
$377.84 - $464.11 $6.42K - $7.89K
1.23K $469K
BAX
Baxter International Inc

Healthcare
-4.41K
- 31.84%
$29.26 - $36.57 $129K - $161K
9.44K $323K
MCO
Moodys Corp

Financial Services
-133
- 13.33%
$437.8 - $527.48 $58.2K - $70.2K
865 $402K
ACN
Accenture PLC

Technology
-3
- 0.17%
$300.91 - $398.25 $903 - $1.19K
1.72K $535K
STRA
Strategic Education, Inc.

Consumer Defensive
-321
- 8.83%
$79.14 - $103.46 $25.4K - $33.2K
3.31K $278K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.7K
- 33.36%
$34.58 - $45.97 $162K - $216K
9.39K $431K
WMT
Walmart Inc.

Consumer Defensive
-282
- 3.68%
$84.5 - $105.05 $23.8K - $29.6K
7.38K $648K
IT
Gartner Inc

Technology
-2
- 0.33%
$418.25 - $548.38 $837 - $1.1K
609 $255K
ABNB
Airbnb, Inc.

Consumer Cyclical
-2
- 0.06%
$119.38 - $161.42 $239 - $323
3.22K $384K
PECO
Phillips Edison & Company, Inc.

Real Estate
-765
- 8.79%
$34.43 - $37.49 $26.3K - $28.7K
7.94K $289K
Activity Summary
Buys All Purchases 87 New Holdings 21 Increased Positions 66 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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