Castleview Partners
Latest statistics and disclosures from Castleview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XVOL, SPY, IHDG, JPST, SPTS, and represent 25.80% of Castleview Partners's stock portfolio.
- Added to shares of these 10 stocks: IWF, BSCO, SO, XVOL, SPYI, QTEC, REM, TMO, JPST, UUP.
- Started 84 new stock positions in LPLA, SPHD, JBI, RCM, AUPH, IWF, MKL, TIGR, DLR, Coinbase Global.
- Reduced shares in these 10 stocks: Valued Advisers Tr, AMZN, AAPL, AZO, RWO, Bscm etf, GS, TBIL, VXZ, META.
- Sold out of its positions in AGNC, AMN, ABT, SIVR, MSOS, AMD, AEM, ABNB, APD, ALB.
- Castleview Partners was a net seller of stock by $-6.8M.
- Castleview Partners has $103M in assets under management (AUM), dropping by -1.89%.
- Central Index Key (CIK): 0001737088
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Portfolio Holdings for Castleview Partners
Castleview Partners holds 630 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Castleview Partners has 630 total positions. Only the first 250 positions are shown.
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- Download the Castleview Partners December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tidal Etf Tr Acruence Active (XVOL) | 9.4 | $9.6M | +5% | 558k | 17.25 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.3 | $6.5M | 17k | 382.43 | ||
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 4.0 | $4.1M | 116k | 35.63 | ||
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.5 | $3.6M | +6% | 71k | 50.13 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 2.6 | $2.7M | +3% | 94k | 28.89 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 2.1 | $2.2M | -3% | 149k | 14.78 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 2.1 | $2.1M | +113% | 105k | 20.49 | |
| RBB Us Treas 3 Mnth (TBIL) | 1.7 | $1.8M | -19% | 36k | 49.86 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $1.7M | NEW | 7.8k | 214.24 | |
| Select Sector Spdr Tr Energy (XLE) | 1.5 | $1.6M | +9% | 18k | 87.47 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.3M | +4% | 5.4k | 239.80 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 1.2 | $1.2M | +3% | 58k | 20.98 | |
| Barclays Bank Ipath B Mid Trm (VXZ) | 1.2 | $1.2M | -25% | 47k | 25.85 | |
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 1.1 | $1.2M | 59k | 20.15 | ||
Setup an alertCastleview Partners will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $1.1M | 23k | 50.27 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $1.1M | +7% | 12k | 88.73 | |
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 1.0 | $1.1M | +23% | 39k | 27.81 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.0M | +4% | 2.9k | 347.73 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.9 | $975k | 118k | 8.24 | ||
| Wal-Mart Stores (WMT) | 0.9 | $928k | -20% | 6.5k | 141.80 | |
| Fs Kkr Capital Corp (FSK) | 0.9 | $895k | -4% | 51k | 17.50 | |
| Visa Com Cl A (V) | 0.9 | $875k | +2% | 4.2k | 207.76 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $872k | +3% | 8.8k | 99.56 | |
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.8 | $858k | +4% | 8.6k | 99.29 | |
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $830k | -16% | 24k | 34.59 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $735k | +7% | 6.7k | 110.30 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $713k | +22% | 4.2k | 169.64 | |
| Phillips Edison & Co Common Stock (PECO) | 0.7 | $702k | 22k | 31.84 | ||
| JPMorgan Chase & Co. (JPM) | 0.7 | $688k | 5.1k | 134.11 | ||
| Ross Stores (ROST) | 0.7 | $684k | +4% | 5.9k | 116.07 | |
| Arch Cap Group Ord (ACGL) | 0.7 | $677k | +5% | 11k | 62.78 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.6 | $667k | +2% | 17k | 39.58 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $659k | +2% | 2.0k | 336.53 | |
| Unified Ser Tr Abslute Selct Vl (ABEQ) | 0.6 | $654k | +4% | 24k | 27.83 | |
| First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) | 0.6 | $652k | 33k | 19.67 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $632k | 4.5k | 141.26 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $617k | 16k | 38.89 | ||
| Netflix (NFLX) | 0.6 | $614k | +6% | 2.1k | 294.88 | |
| Pfizer (PFE) | 0.6 | $611k | -4% | 12k | 51.24 | |
| Southern Company (SO) | 0.6 | $601k | +4106% | 8.4k | 71.41 | |
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.6 | $587k | 26k | 22.21 | ||
| Goldman Sachs (GS) | 0.6 | $583k | -47% | 1.7k | 343.38 | |
| Ford Motor Company (F) | 0.6 | $576k | +27% | 50k | 11.63 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $552k | +131% | 1.0k | 550.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $546k | +2% | 2.0k | 266.84 | |
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.5 | $503k | +3% | 20k | 25.60 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.5 | $488k | +11% | 14k | 35.04 | |
| Shp Etf Trust Neos S&p 500 Hi (SPYI) | 0.5 | $470k | NEW | 10k | 46.04 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $466k | -5% | 16k | 29.03 | |
| TJX Companies (TJX) | 0.4 | $461k | +8% | 5.8k | 79.60 | |
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.4 | $461k | +14% | 10k | 44.59 | |
| Servicenow (NOW) | 0.4 | $459k | +60% | 1.2k | 388.27 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $452k | 1.3k | 351.34 | ||
| Home Depot (HD) | 0.4 | $449k | +8% | 1.4k | 315.86 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $428k | 2.5k | 174.36 | ||
| salesforce (CRM) | 0.4 | $426k | +9% | 3.2k | 132.59 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $426k | +5% | 2.1k | 203.81 | |
| Cummins (CMI) | 0.4 | $424k | +3% | 1.8k | 242.29 | |
| O'reilly Automotive (ORLY) | 0.4 | $418k | +4% | 495.00 | 844.03 | |
| UnitedHealth (UNH) | 0.4 | $414k | +4% | 780.00 | 530.18 | |
| Chevron Corporation (CVX) | 0.4 | $411k | +13% | 2.3k | 179.49 | |
| Bunge (BG) | 0.4 | $408k | -14% | 4.1k | 99.77 | |
| Gartner (IT) | 0.4 | $399k | 1.2k | 336.14 | ||
| Johnson & Johnson (JNJ) | 0.4 | $391k | +6% | 2.2k | 176.65 | |
| Pepsi (PEP) | 0.4 | $388k | 2.1k | 180.66 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $387k | +5% | 4.8k | 81.17 | |
| Barings Bdc (BBDC) | 0.4 | $373k | -3% | 46k | 8.15 | |
| Zoetis Cl A (ZTS) | 0.4 | $364k | -2% | 2.5k | 146.55 | |
| Ishares Tr Mortge Rel Etf (REM) | 0.4 | $362k | +820% | 16k | 22.69 | |
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $362k | +5% | 3.3k | 109.92 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $350k | +18% | 4.7k | 74.55 | |
| Independence Realty Trust In (IRT) | 0.3 | $350k | 21k | 16.86 | ||
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $345k | 9.1k | 38.07 | ||
| Enterprise Products Partners (EPD) | 0.3 | $343k | +85% | 14k | 24.12 | |
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.3 | $327k | NEW | 3.1k | 105.24 | |
| Merck & Co (MRK) | 0.3 | $326k | -21% | 2.9k | 110.96 | |
| United Parcel Service CL B (UPS) | 0.3 | $322k | -7% | 1.9k | 173.84 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.3 | $318k | +54% | 13k | 25.13 | |
| Listed Fd Tr Trueshares Strct (JULZ) | 0.3 | $307k | 9.6k | 31.85 | ||
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $305k | +11% | 6.9k | 43.92 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $304k | +2% | 7.4k | 40.90 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $301k | -57% | 3.3k | 91.47 | |
| Illumina (ILMN) | 0.3 | $298k | +17% | 1.5k | 202.20 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $295k | +5% | 7.6k | 38.71 | |
| NVR (NVR) | 0.3 | $286k | 62.00 | 4612.56 | ||
| Domino's Pizza (DPZ) | 0.3 | $284k | +3% | 819.00 | 346.40 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $281k | +17% | 9.5k | 29.69 | |
| Strategic Education (STRA) | 0.3 | $281k | +4% | 3.6k | 78.32 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $279k | -11% | 6.8k | 40.80 | |
| Nike CL B (NKE) | 0.3 | $278k | +3% | 2.4k | 117.01 | |
| Expeditors International of Washington (EXPD) | 0.3 | $272k | +6% | 2.6k | 103.92 | |
| Progressive Corporation (PGR) | 0.3 | $268k | +4% | 2.1k | 129.71 | |
| Paypal Holdings (PYPL) | 0.3 | $268k | +7% | 3.8k | 71.22 | |
| Philip Morris International (PM) | 0.3 | $264k | +35% | 2.6k | 101.23 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $260k | +131% | 1.9k | 135.85 | |
| Procter & Gamble Company (PG) | 0.3 | $259k | +3% | 1.7k | 151.57 | |
| Tesla Motors (TSLA) | 0.3 | $258k | +21% | 2.1k | 123.18 | |
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.2 | $247k | +17% | 6.3k | 38.91 | |
| Vermilion Energy (VET) | 0.2 | $247k | +22% | 14k | 17.70 | |
| Bristol Myers Squibb (BMY) | 0.2 | $244k | +18% | 3.4k | 71.95 | |
| Coca-Cola Company (KO) | 0.2 | $242k | +7% | 3.8k | 63.61 | |
| International Business Machines (IBM) | 0.2 | $240k | 1.7k | 140.89 | ||
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $235k | 5.9k | 40.04 | ||
| Gilead Sciences (GILD) | 0.2 | $231k | -2% | 2.7k | 85.85 | |
| Cisco Systems (CSCO) | 0.2 | $230k | -10% | 4.8k | 47.64 | |
| Caterpillar (CAT) | 0.2 | $229k | -2% | 957.00 | 239.56 | |
| Verizon Communications (VZ) | 0.2 | $224k | +2% | 5.7k | 39.40 | |
| Deere & Company (DE) | 0.2 | $222k | -15% | 517.00 | 428.76 | |
| At&t (T) | 0.2 | $221k | +6% | 12k | 18.41 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $220k | 2.0k | 108.21 | ||
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.2 | $220k | 17k | 12.90 | ||
| Union Pacific Corporation (UNP) | 0.2 | $218k | +2% | 1.1k | 207.07 | |
| Cheniere Energy Com New (LNG) | 0.2 | $218k | 1.5k | 149.96 | ||
| Kellogg Company (K) | 0.2 | $218k | +7% | 3.1k | 71.24 | |
| Moody's Corporation (MCO) | 0.2 | $217k | +9% | 779.00 | 278.62 | |
| McDonald's Corporation (MCD) | 0.2 | $210k | +6% | 797.00 | 263.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $205k | +6% | 2.3k | 88.23 | |
| Morgan Stanley Com New (MS) | 0.2 | $204k | -10% | 2.4k | 85.02 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $203k | +7% | 2.0k | 102.99 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $200k | +16% | 2.4k | 83.03 | |
| First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) | 0.2 | $199k | -31% | 9.5k | 21.09 | |
| Nextera Energy (NEE) | 0.2 | $199k | +5% | 2.4k | 83.60 | |
| Firstcash Holdings (FCFS) | 0.2 | $199k | -17% | 2.3k | 86.91 | |
| Icici Bank Adr (IBN) | 0.2 | $197k | 9.0k | 21.89 | ||
| Colgate-Palmolive Company (CL) | 0.2 | $197k | +8% | 2.5k | 78.79 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $195k | 6.6k | 29.38 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $195k | -11% | 507.00 | 384.21 | |
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.2 | $172k | +2% | 8.3k | 20.56 | |
| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.2 | $169k | 6.0k | 28.07 | ||
| Ishares Core Msci Emkt (IEMG) | 0.2 | $165k | +24% | 3.5k | 46.70 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $165k | +3% | 2.0k | 83.26 | |
| Indexiq Etf Tr Iq S&p Hgh Yld (HYLV) | 0.2 | $164k | 7.7k | 21.24 | ||
| Fastenal Company (FAST) | 0.2 | $162k | +5% | 3.4k | 47.32 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.1 | $153k | 5.5k | 28.09 | ||
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $151k | -2% | 8.2k | 18.45 | |
| Fifth Third Ban (FITB) | 0.1 | $148k | -19% | 4.5k | 32.81 | |
| Intercontinental Exchange (ICE) | 0.1 | $146k | 1.4k | 102.59 | ||
| CarMax (KMX) | 0.1 | $144k | +62% | 2.4k | 60.89 | |
| Starbucks Corporation (SBUX) | 0.1 | $142k | -30% | 1.4k | 99.20 | |
| Hp (HPQ) | 0.1 | $140k | -22% | 5.2k | 26.87 | |
| Docusign (DOCU) | 0.1 | $138k | +3% | 2.5k | 55.42 | |
| Innovator Etfs Tr Us Eqt Ultra Bf (UJUL) | 0.1 | $133k | 5.2k | 25.75 | ||
| 3M Company (MMM) | 0.1 | $133k | -11% | 1.1k | 119.92 | |
| Corteva (CTVA) | 0.1 | $133k | 2.3k | 58.78 | ||
| J.B. Hunt Transport Services (JBHT) | 0.1 | $129k | 741.00 | 174.36 | ||
| Darling International (DAR) | 0.1 | $129k | NEW | 2.1k | 62.59 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $127k | 598.00 | 213.11 | ||
| EOG Resources (EOG) | 0.1 | $122k | +19% | 941.00 | 129.52 | |
| Waste Management (WM) | 0.1 | $121k | 768.00 | 156.88 | ||
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $116k | 1.8k | 63.90 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $112k | 3.2k | 34.97 | ||
| Metropcs Communications (TMUS) | 0.1 | $110k | 782.00 | 140.00 | ||
| Vipshop Holdings Sponsored Ads A (VIPS) | 0.1 | $109k | +136% | 8.0k | 13.64 | |
| S&p Global (SPGI) | 0.1 | $107k | +5% | 320.00 | 334.94 | |
| Walt Disney Company (DIS) | 0.1 | $106k | 1.2k | 86.88 | ||
| General Motors Company (GM) | 0.1 | $106k | 3.1k | 33.64 | ||
| Innovator Etfs Tr Us Eqty Bufr Mar (BMAY) | 0.1 | $105k | 3.6k | 29.01 | ||
| Listed Fd Tr Trueshares Strcd (JANZ) | 0.1 | $101k | 3.9k | 25.72 | ||
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) | 0.1 | $101k | 3.0k | 34.30 | ||
| Loews Corporation (L) | 0.1 | $101k | +7% | 1.7k | 58.33 | |
| Eli Lilly & Co. (LLY) | 0.1 | $100k | 273.00 | 365.84 | ||
| Dupont De Nemours (DD) | 0.1 | $100k | +5% | 1.5k | 68.63 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $98k | +8% | 3.4k | 29.23 | |
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $98k | +4% | 3.0k | 32.32 | |
| Coinbase Global Note 0.500% 6/0 | 0.1 | $98k | NEW | 173k | 0.56 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $97k | NEW | 1.9k | 50.00 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $97k | 1.1k | 84.60 | ||
| Freeport-mcmoran CL B (FCX) | 0.1 | $95k | 2.5k | 38.00 | ||
| Enbridge (ENB) | 0.1 | $94k | +17% | 2.4k | 39.10 | |
| Unilever Spon Adr New (UL) | 0.1 | $93k | 1.8k | 50.35 | ||
| Listed Fd Tr Trueshares Oct (OCTZ) | 0.1 | $90k | 3.1k | 29.16 | ||
| Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.1 | $90k | 3.2k | 28.40 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $89k | NEW | 1.2k | 72.10 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $85k | -14% | 941.00 | 90.01 | |
| Sherwin-Williams Company (SHW) | 0.1 | $85k | 356.00 | 237.33 | ||
| Chubb (CB) | 0.1 | $84k | 379.00 | 220.60 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $82k | 2.5k | 32.96 | ||
| SYSCO Corporation (SYY) | 0.1 | $81k | +11% | 1.1k | 76.42 | |
| Oceaneering International (OII) | 0.1 | $80k | NEW | 4.6k | 17.49 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $79k | +5% | 1.2k | 64.35 | |
| Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $79k | 1.5k | 52.42 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $78k | +69% | 806.00 | 96.99 | |
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.1 | $77k | +124% | 2.2k | 34.69 | |
| Illinois Tool Works (ITW) | 0.1 | $76k | -61% | 346.00 | 220.30 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $76k | +4% | 1.7k | 44.98 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $74k | 1.6k | 46.44 | ||
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) | 0.1 | $73k | 2.2k | 33.47 | ||
| Equity Comwlth Com Sh Ben Int (EQC) | 0.1 | $72k | -2% | 2.9k | 24.97 | |
| Valaris Cl A (VAL) | 0.1 | $71k | NEW | 1.1k | 67.62 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $71k | NEW | 1.1k | 63.59 | |
| Dow (DOW) | 0.1 | $71k | -68% | 1.4k | 50.38 | |
| Regions Financial Corporation (RF) | 0.1 | $71k | 3.3k | 21.56 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $70k | +50% | 423.00 | 165.31 | |
| Helmerich & Payne (HP) | 0.1 | $69k | NEW | 1.4k | 49.57 | |
| Yum! Brands (YUM) | 0.1 | $69k | 540.00 | 128.08 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $68k | 648.00 | 105.43 | ||
| Model N (MODN) | 0.1 | $67k | -25% | 1.7k | 40.56 | |
| Cedar Fair Depositry Unit (FUN) | 0.1 | $67k | NEW | 1.6k | 41.34 | |
| Ingredion Incorporated (INGR) | 0.1 | $65k | -2% | 664.00 | 97.93 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $64k | NEW | 9.3k | 6.87 | |
| Copart (CPRT) | 0.1 | $63k | +128% | 1.0k | 60.89 | |
| Performance Food (PFGC) | 0.1 | $63k | NEW | 1.1k | 58.39 | |
| Activision Blizzard (ATVI) | 0.1 | $63k | +106% | 817.00 | 76.55 | |
| Booking Holdings (BKNG) | 0.1 | $63k | +6% | 31.00 | 2015.26 | |
| First American Financial (FAF) | 0.1 | $62k | +7% | 1.2k | 52.34 | |
| Tenable Hldgs (TENB) | 0.1 | $62k | NEW | 1.6k | 38.15 | |
| Dht Holdings Shs New (DHT) | 0.1 | $62k | NEW | 7.0k | 8.88 | |
| Meta Platforms Cl A (META) | 0.1 | $62k | -86% | 514.00 | 120.34 | |
| Costco Wholesale Corporation (COST) | 0.1 | $62k | 135.00 | 456.50 | ||
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $62k | 1.5k | 42.50 | ||
| Ooma (OOMA) | 0.1 | $61k | NEW | 4.5k | 13.62 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $61k | -30% | 1.6k | 37.90 | |
| Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) | 0.1 | $61k | 1.9k | 31.03 | ||
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $60k | 1.3k | 47.40 | ||
| Ecolab (ECL) | 0.1 | $60k | 410.00 | 145.56 | ||
| Hyatt Hotels Corp Com Cl A (H) | 0.1 | $60k | NEW | 658.00 | 90.45 | |
| Janus International Group In Common Stock (JBI) | 0.1 | $59k | NEW | 6.2k | 9.52 | |
| Fair Isaac Corporation (FICO) | 0.1 | $59k | NEW | 99.00 | 598.58 | |
| Tyson Foods Cl A (TSN) | 0.1 | $59k | -5% | 946.00 | 62.25 | |
| Hannon Armstrong (HASI) | 0.1 | $59k | NEW | 2.0k | 28.98 | |
| Medtronic SHS (MDT) | 0.1 | $58k | +11% | 748.00 | 77.72 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $57k | 2.0k | 28.66 | ||
| General Dynamics Corporation (GD) | 0.1 | $56k | -3% | 226.00 | 248.11 | |
| Martin Marietta Materials (MLM) | 0.1 | $55k | 163.00 | 337.97 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $54k | -15% | 1.7k | 32.86 | |
| Abbvie (ABBV) | 0.1 | $52k | +152% | 323.00 | 161.38 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $52k | 195.00 | 265.35 | ||
| Dominion Resources (D) | 0.0 | $51k | -2% | 831.00 | 61.32 | |
| American Tower Reit (AMT) | 0.0 | $50k | +14% | 238.00 | 211.86 | |
| Pulte (PHM) | 0.0 | $50k | 1.1k | 45.53 | ||
| Roper Industries (ROP) | 0.0 | $50k | 115.00 | 432.09 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $49k | -5% | 992.00 | 49.82 | |
| Equinix (EQIX) | 0.0 | $49k | +19% | 74.00 | 655.03 | |
| Crown Castle Intl (CCI) | 0.0 | $48k | +12% | 353.00 | 135.64 | |
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) | 0.0 | $47k | 1.5k | 30.65 | ||
| Innovator Etfs Tr Us Eqt Ultra Bf (UMAY) | 0.0 | $47k | 1.8k | 26.13 | ||
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $47k | +2% | 1.4k | 32.82 | |
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $47k | +6% | 2.1k | 22.45 | |
| Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.0 | $47k | 2.4k | 19.49 | ||
| MiMedx (MDXG) | 0.0 | $45k | 16k | 2.78 | ||
| Altria (MO) | 0.0 | $45k | +89% | 976.00 | 45.70 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $44k | 897.00 | 49.43 | ||
| Palo Alto Networks (PANW) | 0.0 | $43k | 306.00 | 139.54 | ||
| Regeneron Pharmaceuticals (REGN) | 0.0 | $43k | 59.00 | 721.47 | ||
| Opko Health (OPK) | 0.0 | $42k | 34k | 1.25 | ||
| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.0 | $42k | 2.3k | 18.21 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $41k | -61% | 1.1k | 36.97 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $41k | 1.6k | 25.76 | ||
| Cintas Corporation (CTAS) | 0.0 | $40k | 89.00 | 451.62 | ||
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.0 | $40k | 1.3k | 30.19 | ||
Past Filings by Castleview Partners
SEC 13F filings are viewable for Castleview Partners going back to 2018
- Castleview Partners 2022 Q4 filed Feb. 1, 2023
- Castleview Partners 2022 Q3 filed Nov. 10, 2022
- Castleview Partners 2022 Q2 restated filed Aug. 17, 2022
- Castleview Partners 2022 Q2 filed Aug. 16, 2022
- Castleview Partners 2022 Q1 filed May 16, 2022
- Castleview Partners 2021 Q4 filed Feb. 17, 2022
- Castleview Partners 2021 Q2 filed Aug. 17, 2021
- Castleview Partners 2018 Q1 filed May 7, 2018