Castleview Partners, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Million distributed in 581 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.23M, Spdr S&P 500 ETF Trust with a value of $3.72M, Spdr Gold Trust with a value of $3.55M, Bristol Myers Squibb CO with a value of $3.12M, and Amazon Com Inc with a value of $2.87M.
Examining the 13F form we can see an increase of $7.08M in the current position value, from $144M to 151M.
Castleview Partners, LLC is based out at Dallas, TX
Below you can find more details about Castleview Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$151 Million
ETFs: $69.5 Million
Technology: $17.9 Million
Consumer Cyclical: $13.3 Million
Healthcare: $12.5 Million
Financial Services: $11.4 Million
Consumer Defensive: $6.03 Million
Industrials: $5.69 Million
Energy: $5.09 Million
Other: $8.38 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
