Castleview Partners
Latest statistics and disclosures from Castleview Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XVOL, IHDG, SPY, AMZN, GLD, and represent 27.28% of Castleview Partners's stock portfolio.
- Added to shares of these 10 stocks: XVOL, SVOL, GLD, MINT, XLK, MOAT, XLP, AGG, XLU, LQD.
- Started 239 new stock positions in BKR, SGOL, DGX, PGHY, BBY, APTV, FTAI, AES, MRCY, SG.
- Reduced shares in these 10 stocks: XLV, XLF, SPY, DBA, SO, NFLX, IHDG, MTUM, ACGL, VTI.
- Sold out of its positions in Activision Blizzard, ALKT, AEO, AMWD, APP, TECH, BNL, CNX, Cano Health, Canopy Gro.
- Castleview Partners was a net buyer of stock by $26M.
- Castleview Partners has $143M in assets under management (AUM), dropping by 31.91%.
- Central Index Key (CIK): 0001737088
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Portfolio Holdings for Castleview Partners
Castleview Partners holds 863 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Castleview Partners has 863 total positions. Only the first 250 positions are shown.
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- Download the Castleview Partners December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tidal Etf Tr Acruence Active (XVOL) | 17.1 | $24M | +11% | 1.3M | 18.33 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 3.6 | $5.1M | -6% | 122k | 41.99 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $3.5M | -13% | 7.3k | 475.33 |
|
| Amazon (AMZN) | 2.2 | $3.1M | +6% | 20k | 151.94 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $2.8M | +410% | 15k | 191.17 |
|
| Microsoft Corporation (MSFT) | 1.8 | $2.6M | +53% | 7.0k | 376.02 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.8 | $2.5M | -3% | 51k | 50.23 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 1.7 | $2.4M | NEW | 105k | 22.78 |
|
| Apple (AAPL) | 1.3 | $1.8M | +33% | 9.4k | 192.53 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.3 | $1.8M | NEW | 18k | 99.79 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $1.7M | +224% | 24k | 72.03 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 1.2 | $1.7M | 82k | 20.89 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $1.6M | +151% | 20k | 82.04 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $1.5M | +4591% | 7.8k | 192.48 |
|
| Visa Com Cl A (V) | 1.0 | $1.4M | +27% | 5.5k | 260.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.4M | 9.8k | 140.93 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $1.3M | +38692% | 16k | 84.87 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.3M | +3% | 3.0k | 426.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $1.2M | +1577% | 12k | 99.25 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $1.2M | +58% | 25k | 46.63 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $1.1M | +40767% | 18k | 63.33 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $1.1M | +1268% | 9.9k | 110.66 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.7 | $1.1M | -18% | 12k | 91.39 |
|
| Ross Stores (ROST) | 0.7 | $954k | +3% | 6.9k | 138.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $939k | +213% | 2.3k | 409.46 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.6 | $894k | +3% | 12k | 76.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $891k | 1.5k | 596.60 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.6 | $868k | +287% | 7.9k | 110.14 |
|
| Home Depot (HD) | 0.6 | $858k | +34% | 2.5k | 346.52 |
|
| AutoZone (AZO) | 0.6 | $846k | +3% | 327.00 | 2585.61 |
|
| Servicenow (NOW) | 0.6 | $841k | 1.2k | 706.49 |
|
|
| Amgen (AMGN) | 0.6 | $829k | +19% | 2.9k | 288.02 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $825k | +24654% | 7.7k | 107.50 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $776k | 2.6k | 303.17 |
|
|
| Goldman Sachs (GS) | 0.5 | $767k | 2.0k | 385.77 |
|
|
| First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) | 0.5 | $749k | 33k | 22.70 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $731k | +6% | 5.0k | 146.54 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $713k | 2.0k | 350.91 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $701k | +85% | 4.1k | 170.09 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $698k | +153114% | 11k | 65.06 |
|
| Nextera Energy (NEE) | 0.5 | $690k | +77% | 11k | 60.74 |
|
| Unified Ser Tr Abslute Selct Vl (ABEQ) | 0.5 | $689k | 24k | 28.36 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $684k | -66% | 5.0k | 136.39 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.5 | $680k | 26k | 26.57 |
|
|
| Netflix (NFLX) | 0.5 | $672k | -34% | 1.4k | 486.88 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.5 | $644k | -5% | 22k | 29.05 |
|
| salesforce (CRM) | 0.4 | $634k | 2.4k | 263.14 |
|
|
| Arch Cap Group Ord (ACGL) | 0.4 | $633k | -31% | 8.5k | 74.27 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $630k | +3% | 9.7k | 65.07 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.4 | $629k | +266% | 20k | 31.47 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $617k | -15% | 7.4k | 83.84 |
|
| TJX Companies (TJX) | 0.4 | $605k | +7% | 6.4k | 93.81 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.4 | $575k | -10% | 15k | 39.19 |
|
| Paypal Holdings (PYPL) | 0.4 | $565k | +21% | 9.2k | 61.41 |
|
| UnitedHealth (UNH) | 0.4 | $560k | +36% | 1.1k | 526.31 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.4 | $552k | -9% | 15k | 36.48 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.4 | $543k | 12k | 46.07 |
|
|
| O'reilly Automotive (ORLY) | 0.4 | $541k | -2% | 569.00 | 950.08 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $527k | 993.00 | 530.79 |
|
|
| NVR (NVR) | 0.4 | $518k | +2% | 74.00 | 7000.45 |
|
| Airbnb Com Cl A (ABNB) | 0.4 | $508k | 3.7k | 136.14 |
|
|
| Cummins (CMI) | 0.4 | $503k | +4% | 2.1k | 239.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $486k | 3.1k | 157.78 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $484k | +71% | 3.5k | 139.69 |
|
| Discover Financial Services (DFS) | 0.3 | $482k | +116% | 4.3k | 112.40 |
|
| Peakstone Realty Trust Common Shares (PKST) | 0.3 | $481k | +82% | 24k | 19.93 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.3 | $477k | -7% | 2.7k | 175.47 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $472k | +28071% | 9.0k | 52.37 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $472k | +17% | 2.8k | 170.46 |
|
| Domino's Pizza (DPZ) | 0.3 | $463k | +3% | 1.1k | 412.23 |
|
| Fs Kkr Capital Corp (FSK) | 0.3 | $458k | -32% | 23k | 19.97 |
|
| Abbott Laboratories (ABT) | 0.3 | $454k | +3% | 4.1k | 110.06 |
|
| Zoetis Cl A (ZTS) | 0.3 | $440k | +4% | 2.2k | 197.37 |
|
| Gartner (IT) | 0.3 | $433k | -2% | 959.00 | 451.11 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $414k | +1358% | 13k | 31.19 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.3 | $412k | NEW | 8.8k | 47.00 |
|
| MasTec (MTZ) | 0.3 | $405k | +296% | 5.4k | 75.72 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $404k | +2% | 30k | 13.30 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $401k | 7.8k | 51.67 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $400k | 7.4k | 53.84 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $400k | +19% | 2.5k | 157.68 |
|
| Tesla Motors (TSLA) | 0.3 | $394k | -32% | 1.6k | 248.48 |
|
| Autodesk (ADSK) | 0.3 | $391k | +4% | 1.6k | 243.48 |
|
| Expeditors International of Washington (EXPD) | 0.3 | $391k | 3.1k | 127.20 |
|
|
| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.3 | $390k | +111% | 12k | 32.69 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $381k | -6% | 873.00 | 436.80 |
|
| Pepsi (PEP) | 0.3 | $374k | 2.2k | 169.84 |
|
|
| Walt Disney Company (DIS) | 0.3 | $369k | +10% | 4.1k | 90.29 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.3 | $369k | -5% | 3.7k | 99.12 |
|
| Enterprise Products Partners (EPD) | 0.3 | $369k | +7% | 14k | 26.35 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $366k | +20521% | 2.9k | 126.59 |
|
| Union Pacific Corporation (UNP) | 0.3 | $364k | +25% | 1.5k | 245.56 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $363k | +450% | 550.00 | 660.05 |
|
| Boeing Company (BA) | 0.3 | $363k | +202% | 1.4k | 260.66 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $362k | +67% | 11k | 34.01 |
|
| Moody's Corporation (MCO) | 0.3 | $359k | 920.00 | 390.56 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $354k | 3.6k | 98.88 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $353k | 36k | 9.81 |
|
|
| Progressive Corporation (PGR) | 0.2 | $343k | 2.2k | 159.28 |
|
|
| Philip Morris International (PM) | 0.2 | $338k | +57% | 3.6k | 94.08 |
|
| Johnson & Johnson (JNJ) | 0.2 | $337k | +37% | 2.2k | 156.77 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $325k | -7% | 16k | 20.45 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $324k | NEW | 6.2k | 52.12 |
|
| Annaly Capital Management In Com New (NLY) | 0.2 | $320k | 17k | 19.37 |
|
|
| Workday Cl A (WDAY) | 0.2 | $313k | 1.1k | 276.06 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $311k | -2% | 651.00 | 477.63 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $307k | 3.1k | 99.98 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $304k | NEW | 5.6k | 53.97 |
|
| Barings Bdc (BBDC) | 0.2 | $304k | +13% | 35k | 8.58 |
|
| Strategic Education (STRA) | 0.2 | $293k | -16% | 3.2k | 92.37 |
|
| Caterpillar (CAT) | 0.2 | $280k | +61% | 948.00 | 295.71 |
|
| Zoom Video Communications In Cl A (ZM) | 0.2 | $276k | +47% | 3.8k | 71.91 |
|
| United Parcel Service CL B (UPS) | 0.2 | $275k | +4% | 1.7k | 157.23 |
|
| McDonald's Corporation (MCD) | 0.2 | $272k | +34% | 916.00 | 296.61 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.2 | $269k | -12% | 5.9k | 45.76 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.2 | $265k | NEW | 8.8k | 30.27 |
|
| Datadog Cl A Com (DDOG) | 0.2 | $263k | 2.2k | 121.38 |
|
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $261k | 32k | 8.08 |
|
|
| Nike CL B (NKE) | 0.2 | $258k | +6% | 2.4k | 108.55 |
|
| Fastenal Company (FAST) | 0.2 | $257k | 4.0k | 64.77 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $250k | 2.4k | 103.45 |
|
|
| BlackRock (BLK) | 0.2 | $247k | +1800% | 304.00 | 812.70 |
|
| Chevron Corporation (CVX) | 0.2 | $240k | +5% | 1.6k | 149.16 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $240k | -37% | 5.6k | 42.52 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $237k | +46% | 6.7k | 35.41 |
|
| Deere & Company (DE) | 0.2 | $236k | +10% | 589.00 | 399.87 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $234k | -4% | 1.4k | 170.71 |
|
| Meta Platforms Cl A (META) | 0.2 | $227k | +81% | 641.00 | 353.96 |
|
| EOG Resources (EOG) | 0.2 | $224k | +306% | 1.9k | 120.95 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $222k | +102% | 380.00 | 582.92 |
|
| New Fortress Energy Com Cl A (NFE) | 0.1 | $213k | +9% | 5.7k | 37.73 |
|
| Kenvue (KVUE) | 0.1 | $213k | NEW | 9.9k | 21.53 |
|
| International Business Machines (IBM) | 0.1 | $213k | +44% | 1.3k | 163.53 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $209k | NEW | 4.0k | 51.99 |
|
| Icici Bank Adr (IBN) | 0.1 | $208k | -2% | 8.7k | 23.84 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $208k | +31% | 3.0k | 68.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $205k | +11% | 575.00 | 356.66 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.1 | $203k | -33% | 7.8k | 26.01 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.1 | $194k | -46% | 8.2k | 23.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $193k | -55% | 830.00 | 232.64 |
|
| Morgan Stanley Com New (MS) | 0.1 | $188k | +25% | 2.0k | 93.25 |
|
| Coca-Cola Company (KO) | 0.1 | $186k | +36% | 3.2k | 58.93 |
|
| Verizon Communications (VZ) | 0.1 | $181k | +28% | 4.8k | 37.70 |
|
| Air Products & Chemicals (APD) | 0.1 | $179k | +2% | 653.00 | 273.80 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $175k | +21% | 353.00 | 495.23 |
|
| At&t (T) | 0.1 | $172k | +26% | 10k | 16.78 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $170k | +14% | 4.0k | 42.57 |
|
| CarMax (KMX) | 0.1 | $169k | +4% | 2.2k | 76.74 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $165k | +2106% | 2.0k | 84.13 |
|
| Cisco Systems (CSCO) | 0.1 | $164k | +10% | 3.2k | 50.52 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $162k | +161% | 6.3k | 25.64 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $160k | NEW | 2.1k | 75.35 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $159k | +28% | 4.3k | 36.92 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $156k | +18% | 3.1k | 50.58 |
|
| Qualcomm (QCOM) | 0.1 | $155k | +938% | 1.1k | 144.67 |
|
| Neos Etf Trust Neos Enh Inm Cas (CSHI) | 0.1 | $154k | +2631% | 3.1k | 49.92 |
|
| Fiserv (FI) | 0.1 | $148k | +78% | 1.1k | 132.84 |
|
| Innovator Etfs Tr Us Eqt Ultra Bf (UJUL) | 0.1 | $145k | 4.8k | 30.30 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.1 | $145k | +40% | 4.4k | 32.65 |
|
| Listed Fd Tr Trueshares Strct (JULZ) | 0.1 | $145k | 4.0k | 36.17 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $144k | +22% | 3.3k | 43.85 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $144k | -2% | 719.00 | 199.74 |
|
| Crown Castle Intl (CCI) | 0.1 | $144k | +32% | 1.2k | 115.16 |
|
| Coinbase Global Note 0.500% 6/0 (Principal) | 0.1 | $142k | 157k | 0.90 |
|
|
| S&p Global (SPGI) | 0.1 | $141k | 321.00 | 440.52 |
|
|
| Pfizer (PFE) | 0.1 | $141k | +50% | 4.9k | 28.79 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $139k | +955% | 306.00 | 453.38 |
|
| American Express Company (AXP) | 0.1 | $135k | +85% | 721.00 | 187.34 |
|
| Emerson Electric (EMR) | 0.1 | $134k | +41% | 1.4k | 97.33 |
|
| Waste Management (WM) | 0.1 | $133k | +14% | 744.00 | 179.10 |
|
| Gilead Sciences (GILD) | 0.1 | $133k | 1.6k | 81.01 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $133k | 1.4k | 95.08 |
|
|
| Honeywell International (HON) | 0.1 | $133k | +710% | 632.00 | 209.61 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $132k | +33% | 1.5k | 89.06 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $132k | -15% | 3.1k | 42.18 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $130k | NEW | 3.2k | 40.91 |
|
| Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) | 0.1 | $130k | +110% | 3.4k | 38.21 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $129k | NEW | 2.0k | 64.14 |
|
| Manulife Finl Corp (MFC) | 0.1 | $129k | NEW | 5.8k | 22.10 |
|
| Merck & Co (MRK) | 0.1 | $128k | +19% | 1.2k | 109.02 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $127k | +20% | 2.5k | 51.31 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $127k | +27% | 2.3k | 55.90 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $127k | +6% | 1.3k | 97.01 |
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| Dollar Tree (DLTR) | 0.1 | $124k | +2% | 871.00 | 142.05 |
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| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.1 | $123k | -25% | 9.1k | 13.51 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) | 0.1 | $123k | 3.0k | 41.62 |
|
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| Ford Motor Company (F) | 0.1 | $122k | +37% | 10k | 12.19 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $122k | +3% | 2.5k | 48.20 |
|
| Listed Fd Tr Trueshares Strcd (JANZ) | 0.1 | $118k | 3.9k | 29.86 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $118k | NEW | 7.3k | 16.04 |
|
| Kellogg Company (K) | 0.1 | $117k | +11% | 2.1k | 55.91 |
|
| Align Technology (ALGN) | 0.1 | $117k | -3% | 427.00 | 274.00 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $116k | 1.5k | 79.71 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $115k | +7% | 3.3k | 34.49 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $114k | 882.00 | 129.49 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $111k | 357.00 | 311.90 |
|
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| Insperity (NSP) | 0.1 | $111k | NEW | 949.00 | 117.20 |
|
| 3M Company (MMM) | 0.1 | $111k | +28% | 1.0k | 109.27 |
|
| Corteva (CTVA) | 0.1 | $109k | +4% | 2.3k | 47.92 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $108k | 1.1k | 99.74 |
|
|
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.1 | $108k | NEW | 5.4k | 20.06 |
|
| Independence Realty Trust In (IRT) | 0.1 | $107k | -63% | 7.0k | 15.30 |
|
| Innovative Industria A (IIPR) | 0.1 | $105k | NEW | 1.0k | 100.78 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $104k | +5% | 2.0k | 51.02 |
|
| General Motors Company (GM) | 0.1 | $102k | 2.8k | 35.92 |
|
|
| Ventas (VTR) | 0.1 | $100k | +3600% | 2.0k | 49.83 |
|
| Booking Holdings (BKNG) | 0.1 | $99k | 28.00 | 3547.21 |
|
|
| American Tower Reit (AMT) | 0.1 | $97k | +27% | 451.00 | 215.87 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.1 | $97k | NEW | 2.7k | 35.62 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $97k | NEW | 1.6k | 58.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $96k | -75% | 406.00 | 237.17 |
|
| Agnico (AEM) | 0.1 | $96k | 1.8k | 54.85 |
|
|
| Yum! Brands (YUM) | 0.1 | $96k | NEW | 736.00 | 130.62 |
|
| Intel Corporation (INTC) | 0.1 | $95k | +272% | 1.9k | 50.25 |
|
| Metropcs Communications (TMUS) | 0.1 | $95k | -25% | 590.00 | 160.33 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $94k | +43375% | 1.7k | 54.28 |
|
| Realty Income (O) | 0.1 | $94k | NEW | 1.6k | 57.41 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $93k | -5% | 2.7k | 34.51 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $93k | +42% | 711.00 | 130.35 |
|
| Hp (HPQ) | 0.1 | $91k | 3.0k | 30.09 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $90k | 306.00 | 294.88 |
|
|
| Dow (DOW) | 0.1 | $90k | +23% | 1.6k | 54.86 |
|
| Automatic Data Processing (ADP) | 0.1 | $89k | +91% | 382.00 | 232.80 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) | 0.1 | $87k | 2.2k | 40.24 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $85k | NEW | 836.00 | 101.72 |
|
| Ecolab (ECL) | 0.1 | $82k | 413.00 | 198.35 |
|
|
| Devon Energy Corporation (DVN) | 0.1 | $81k | +38% | 1.8k | 45.30 |
|
| Enbridge (ENB) | 0.1 | $81k | +10% | 2.2k | 36.02 |
|
| Illinois Tool Works (ITW) | 0.1 | $80k | 304.00 | 261.94 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $79k | -30% | 1.3k | 62.66 |
|
| Dollar General (DG) | 0.1 | $79k | +69% | 582.00 | 135.95 |
|
| Loews Corporation (L) | 0.1 | $79k | 1.1k | 69.59 |
|
|
| Pioneer Natural Resources (PXD) | 0.1 | $78k | +1284% | 346.00 | 224.97 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $77k | 1.0k | 75.10 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $76k | NEW | 803.00 | 94.69 |
|
| Chubb (CB) | 0.1 | $76k | +3% | 335.00 | 226.00 |
|
| Tenable Hldgs (TENB) | 0.1 | $75k | 1.6k | 46.06 |
|
|
| Abbvie (ABBV) | 0.1 | $75k | +72% | 482.00 | 154.97 |
|
| Ball Corporation (BALL) | 0.1 | $75k | +40% | 1.3k | 57.52 |
|
| McKesson Corporation (MCK) | 0.1 | $75k | +47% | 161.00 | 462.98 |
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $74k | -13% | 1.6k | 47.24 |
|
| Innovator Etfs Tr Laderd Alctn Pwr (BUFF) | 0.1 | $73k | NEW | 1.8k | 40.08 |
|
| First American Financial (FAF) | 0.1 | $73k | -3% | 1.1k | 64.44 |
|
| Invesco Exchange Traded Fd T Zacks Mult Ast (CVY) | 0.1 | $73k | NEW | 3.1k | 23.76 |
|
| Copart (CPRT) | 0.1 | $72k | 1.5k | 49.00 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $72k | NEW | 349.00 | 205.67 |
|
| Dupont De Nemours (DD) | 0.1 | $72k | 932.00 | 76.93 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.0 | $70k | +5% | 1.4k | 49.86 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $69k | +3% | 1.7k | 40.23 |
|
| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $69k | NEW | 3.1k | 22.25 |
|
Past Filings by Castleview Partners
SEC 13F filings are viewable for Castleview Partners going back to 2018
- Castleview Partners 2023 Q4 filed Feb. 5, 2024
- Castleview Partners 2023 Q3 filed Oct. 26, 2023
- Castleview Partners 2023 Q2 filed Aug. 15, 2023
- Castleview Partners 2023 Q1 filed May 16, 2023
- 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