Castleview Partners

Latest statistics and disclosures from Castleview Partners's latest quarterly 13F-HR filing:

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Positions held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Castleview Partners

Companies in the Castleview Partners portfolio as of the June 2021 quarterly 13F filing

Castleview Partners has 922 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spy Equity (SPY) 6.8 $16M +127% 36k 428.05
LMT Equity (LMT) 4.4 $10M +3344% 27k 378.36
Brka Equity (BRK.A) 4.0 $9.2M +69% 22.00 418590.91
BRKB Equity (BRK.B) 3.3 $7.5M +38% 27k 277.92
Ihdg Equity (IHDG) 2.5 $5.7M NEW 129k 44.12
JPST Equity (JPST) 2.2 $5.1M NEW 101k 50.74
MSFT Equity (MSFT) 2.0 $4.5M +53% 17k 270.87
Abt Equity (ABT) 1.5 $3.5M +34% 30k 115.93
Et Equity (ET) 1.4 $3.2M +592% 303k 10.63
Xom Equity (XOM) 1.3 $3.0M +62% 48k 63.07
Rwo Equity (RWO) 1.3 $2.9M -21% 56k 51.49
PTBD Equity (PTBD) 1.2 $2.8M NEW 102k 27.71
Aapl Equity (AAPL) 1.2 $2.8M +187% 21k 136.95
Goog Equity (GOOG) 1.2 $2.6M +48% 1.1k 2506.16

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Amzn Equity (AMZN) 1.1 $2.4M +24% 697.00 3440.46
RSP Equity (RSP) 1.0 $2.4M NEW 16k 150.72
Ivol Equity (IVOL) 1.0 $2.4M NEW 85k 27.62
Iwm Equity (IWM) 1.0 $2.4M -72% 10k 229.41
Angl Equity (ANGL) 1.0 $2.2M NEW 68k 32.91
V Equity (V) 0.9 $2.2M NEW 9.3k 233.78
FB Equity (FB) 0.9 $2.0M +38% 5.9k 347.75
Mo Equity (MO) 0.8 $1.9M NEW 40k 47.68
Baba Equity (BABA) 0.8 $1.9M +277% 8.2k 226.73
Vnqi Equity (VNQI) 0.8 $1.9M NEW 32k 58.36
CRM Equity (CRM) 0.8 $1.8M NEW 7.4k 244.29
Adbe Equity (ADBE) 0.8 $1.8M NEW 3.1k 585.57
Hymb Equity (HYMB) 0.8 $1.8M NEW 29k 60.83
Kdfi Equity (KDFI) 0.8 $1.7M NEW 80k 21.81
Ma Equity (MA) 0.8 $1.7M NEW 4.7k 365.08
Iau Equity (IAU) 0.7 $1.7M NEW 50k 33.70
Epd Equity (EPD) 0.6 $1.5M NEW 60k 24.14
Ujan Equity (UJAN) 0.6 $1.4M NEW 45k 30.97
VNQ Equity (VNQ) 0.6 $1.4M NEW 13k 101.83
Voo Equity (VOO) 0.6 $1.3M -95% 3.4k 393.38
GS Equity (GS) 0.6 $1.3M -31% 3.4k 379.51
WMT Equity (WMT) 0.6 $1.3M -8% 9.1k 141.07
Agg Equity (AGG) 0.5 $1.2M NEW 11k 115.36
Acn Equity (ACN) 0.5 $1.2M NEW 4.0k 294.71
CVX Equity (CVX) 0.5 $1.2M +236% 11k 104.70
Pypl Equity (PYPL) 0.5 $1.1M NEW 3.9k 291.37
Abbv Equity (ABBV) 0.5 $1.1M +70% 10k 112.68
ZTS Equity (ZTS) 0.5 $1.1M NEW 5.9k 186.43
DHR Equity (DHR) 0.5 $1.1M -23% 4.1k 268.33
BSJM Equity (BSJM) 0.5 $1.0M NEW 45k 23.35
Am Equity (AMLP) 0.4 $985k NEW 27k 36.40
Googl Equity (GOOGL) 0.4 $935k NEW 383.00 2441.25
JPM Equity (JPM) 0.4 $929k 6.0k 155.46
Iusg Equity (IUSG) 0.4 $921k NEW 9.1k 100.95
Noc Equity (NOC) 0.4 $912k NEW 2.5k 363.35
BSCM Equity (BSCM) 0.4 $856k NEW 40k 21.59
Xle Equity (XLE) 0.4 $855k NEW 16k 53.87
SLV Equity (SLV) 0.4 $854k NEW 35k 24.23
Dis Equity (DIS) 0.4 $821k NEW 4.7k 175.84
Ay Equity (AY) 0.4 $809k NEW 22k 37.21
Sbux Equity (SBUX) 0.3 $796k NEW 7.1k 111.80
Fsic Equity (FSK) 0.3 $796k NEW 38k 21.13
Spyv Equity (SPYV) 0.3 $781k NEW 20k 39.56
Iefa Equity (IEFA) 0.3 $774k NEW 10k 74.88
Now Equity (NOW) 0.3 $763k NEW 1.4k 549.71
KLCD Equity (KLCD) 0.3 $739k NEW 23k 32.09
Unh Equity (UNH) 0.3 $717k NEW 1.8k 400.33
Qcom Equity (QCOM) 0.3 $699k +18% 4.9k 142.92
Expd Equity (EXPD) 0.3 $698k NEW 5.5k 126.52
PHLD Equity 0.3 $694k NEW 66k 10.55
JNJ Equity (JNJ) 0.3 $692k -26% 4.2k 164.80
TGT Equity 0.3 $689k NEW 2.8k 241.92
FTGC Equity (FTGC) 0.3 $683k NEW 29k 23.65
Agnc Equity (AGNC) 0.3 $683k NEW 40k 16.90
Pdec Equity (PDEC) 0.3 $680k NEW 22k 30.52
Spyd Equity (SPYD) 0.3 $678k NEW 17k 40.11
MDXG Equity (MDXG) 0.3 $677k -2% 54k 12.52
Unp Equity (UNP) 0.3 $671k +43% 3.1k 219.93
MDLZ Equity (MDLZ) 0.3 $667k NEW 11k 62.43
Adsk Equity (ADSK) 0.3 $657k NEW 2.3k 291.74
Nke Equity (NKE) 0.3 $651k NEW 4.2k 154.38
SPG Equity (SPG) 0.3 $638k NEW 4.9k 130.44
Pfe Equity (PFE) 0.3 $631k -30% 16k 39.17
SH Equity (SH) 0.3 $616k NEW 40k 15.39
Mco Equity (MCO) 0.3 $610k NEW 1.7k 362.66
Isd Equity (ISD) 0.3 $602k NEW 37k 16.27
Twlo Equity (TWLO) 0.3 $599k NEW 1.5k 394.08
Adp Equity (ADP) 0.3 $598k NEW 3.0k 198.61
PG Equity (PG) 0.3 $588k -57% 4.4k 134.86
It Equity (IT) 0.3 $577k NEW 2.4k 242.34
Julz Equity (JULZ) 0.2 $537k NEW 16k 32.68
Trow Equity (TROW) 0.2 $533k NEW 2.7k 197.92
Acgl Equity (ACGL) 0.2 $526k NEW 14k 38.96
Csco Equity (CSCO) 0.2 $525k -34% 9.9k 52.98
Mu Equity (MU) 0.2 $519k -38% 6.1k 85.05
NFLX Equity (NFLX) 0.2 $518k NEW 981.00 528.03
Pep Equity (PEP) 0.2 $515k -54% 3.5k 148.24
Cat Equity (CAT) 0.2 $514k -80% 2.4k 217.80
Mtum Equity (MTUM) 0.2 $511k NEW 2.9k 173.46
Vti Equity (VTI) 0.2 $505k -66% 2.3k 222.76
Snap Equity (SNAP) 0.2 $501k NEW 7.4k 68.15
Vwo Equity (VWO) 0.2 $500k NEW 9.2k 54.34
Ice Equity (ICE) 0.2 $498k NEW 4.2k 118.77
GD Equity (GD) 0.2 $496k +123% 2.6k 188.09
Cmi Equity (CMI) 0.2 $495k NEW 2.0k 243.60
BG Equity (BG) 0.2 $487k NEW 6.2k 78.21
Azo Equity (AZO) 0.2 $485k NEW 325.00 1492.31
Ilmn Equity (ILMN) 0.2 $476k NEW 1.0k 473.16
Bil Equity (BIL) 0.2 $475k NEW 5.2k 91.49
Atvi Equity (ATVI) 0.2 $468k NEW 4.9k 95.47
FSTR Equity (FSTR) 0.2 $460k NEW 25k 18.65
Kba Equity (KBA) 0.2 $459k NEW 9.6k 47.83
GBTC Equity (GBTC) 0.2 $445k NEW 15k 29.81
MTB Equity (MTB) 0.2 $435k NEW 3.0k 145.15
MCD Equity (MCD) 0.2 $433k -13% 1.9k 230.81
Isrg Equity (ISRG) 0.2 $432k NEW 470.00 919.15
BSCN Equity (BSCN) 0.2 $418k NEW 19k 21.73
PWS Equity (PWS) 0.2 $410k NEW 13k 32.44
VTHR Equity (VTHR) 0.2 $406k NEW 2.0k 199.12
Nvda Equity (NVDA) 0.2 $403k NEW 504.00 799.60
Low Equity (LOW) 0.2 $401k NEW 2.1k 194.09
Intc Equity (INTC) 0.2 $399k -59% 7.1k 56.19
Spgi Equity (SPGI) 0.2 $398k NEW 969.00 410.73
VZ Equity (VZ) 0.2 $397k +45% 7.1k 55.97
Eqc Equity (EQC) 0.2 $396k NEW 15k 26.23
Algn Equity (ALGN) 0.2 $393k NEW 644.00 610.25
Syy Equity (SYY) 0.2 $391k NEW 5.0k 77.84
PSQ Equity (PSQ) 0.2 $389k NEW 31k 12.40
Gof Equity (GOF) 0.2 $387k NEW 18k 21.70
Wba Equity (WBA) 0.2 $383k NEW 7.3k 52.57
CB Equity (CB) 0.2 $378k +29% 2.4k 158.89
FCX Equity (FCX) 0.2 $377k NEW 10k 37.08
Ujul Equity (UJUL) 0.2 $377k NEW 14k 26.95
Qyld Equity (QYLD) 0.2 $375k NEW 17k 22.46
Emr Equity (EMR) 0.2 $374k NEW 3.9k 96.32
Vym Equity (VYM) 0.2 $374k -92% 3.6k 104.82
XLV Equity (XLV) 0.2 $373k NEW 3.0k 125.84
Rost Equity (ROST) 0.2 $368k NEW 3.0k 124.07
Nee Equity (NEE) 0.2 $366k NEW 5.0k 73.38
Alb Equity (ALB) 0.2 $358k NEW 2.1k 168.47
Afl Equity (AFL) 0.2 $358k NEW 6.7k 53.70
NVR Equity (NVR) 0.2 $353k NEW 71.00 4971.83
MMM Equity (MMM) 0.2 $346k -4% 1.7k 198.74
PM Equity (PM) 0.2 $346k -20% 3.5k 99.11
GPC Equity (GPC) 0.2 $343k NEW 2.7k 126.34
Ba Equity (BA) 0.1 $341k -16% 1.4k 239.47
Janz Equity (JANZ) 0.1 $338k NEW 12k 28.06
Adm Equity (ADM) 0.1 $338k NEW 5.6k 60.66
Kweb Equity (KWEB) 0.1 $337k NEW 4.8k 69.77
Aos Equity (AOS) 0.1 $330k NEW 4.6k 72.15
Kyn Equity (KYN) 0.1 $328k NEW 37k 8.88
TLT Equity (TLT) 0.1 $327k NEW 2.3k 144.43
Dial Equity (DIAL) 0.1 $323k NEW 15k 21.52
Ben Equity (BEN) 0.1 $321k NEW 10k 31.98
PBCT Equity (PBCT) 0.1 $320k NEW 19k 17.13
Cinf Equity (CINF) 0.1 $319k NEW 2.7k 116.47
Shyg Equity (SHYG) 0.1 $318k NEW 6.9k 46.09
PNR Equity (PNR) 0.1 $317k NEW 4.7k 67.43
Dov Equity (DOV) 0.1 $317k NEW 2.1k 150.74
WST Equity (WST) 0.1 $316k NEW 880.00 359.09
Orly Equity (ORLY) 0.1 $315k NEW 557.00 565.53
FRT Equity (FRT) 0.1 $312k NEW 2.7k 117.25
Leg Equity (LEG) 0.1 $312k NEW 6.0k 51.81
Vea Equity (VEA) 0.1 $311k -46% 6.0k 51.44
Nue Equity (NUE) 0.1 $311k NEW 3.2k 95.87
Xlre Equity (XLRE) 0.1 $308k NEW 6.9k 44.36
Ess Equity (ESS) 0.1 $307k NEW 1.0k 299.80
Iemg Equity (IEMG) 0.1 $305k NEW 4.6k 67.03
Msci Equity (MSCI) 0.1 $300k NEW 563.00 532.86
BX Equity (BX) 0.1 $299k NEW 3.1k 97.14
PPG Equity (PPG) 0.1 $298k NEW 1.8k 169.90
Cah Equity (CAH) 0.1 $297k +40% 5.2k 57.17
Dufry Equity (DUFRY) 0.1 $296k NEW 50k 5.91
Kmi Equity (KMI) 0.1 $295k NEW 16k 18.20
Bud Equity (BUD) 0.1 $295k NEW 4.1k 72.07
Oih Equity (OIH) 0.1 $293k NEW 1.3k 219.15
JNK Equity (JNK) 0.1 $290k NEW 2.6k 109.81
BSTZ Equity (BSTZ) 0.1 $290k NEW 7.0k 41.71
Ads Equity (ADS) 0.1 $288k NEW 2.8k 104.12
Save Equity (SAVE) 0.1 $286k NEW 9.4k 30.40
Fisr Equity (FISR) 0.1 $281k NEW 9.0k 31.32
Inda Equity (INDA) 0.1 $281k NEW 6.3k 44.27
MDT Equity (MDT) 0.1 $280k NEW 2.3k 124.28
Ewy Equity (EWY) 0.1 $276k NEW 3.0k 93.18
HD Equity (HD) 0.1 $275k -35% 862.00 319.03
Ibm Equity (IBM) 0.1 $272k -67% 1.9k 146.55
Dow Equity (DOW) 0.1 $270k NEW 4.3k 63.38
Ivv Equity (IVV) 0.1 $270k -81% 629.00 429.25
Hyg Equity (HYG) 0.1 $266k NEW 3.0k 87.96
Ups Equity (UPS) 0.1 $265k NEW 1.3k 208.01
F Equity (F) 0.1 $265k NEW 18k 14.85
T Equity (T) 0.1 $263k -32% 9.2k 28.74
BDJ Equity (BDJ) 0.1 $262k NEW 26k 10.14
BSV Equity (BSV) 0.1 $261k NEW 3.2k 82.15
Ibn Equity (IBN) 0.1 $259k NEW 15k 17.11
XLSR Equity (XLSR) 0.1 $257k NEW 5.8k 44.46
Itw Equity (ITW) 0.1 $257k NEW 1.1k 223.87
Tmo Equity (TMO) 0.1 $256k -47% 507.00 504.93
Ko Equity (KO) 0.1 $254k NEW 4.7k 54.04
Iusb Equity (IUSB) 0.1 $254k NEW 4.8k 53.40
X Equity (XLP) 0.1 $252k NEW 3.6k 70.02
Gldi Equity (GLDI) 0.1 $250k NEW 29k 8.56
LNC Equity (LNC) 0.1 $247k NEW 3.9k 62.95
Tsla Equity (TSLA) 0.1 $243k NEW 357.00 680.67
Fitb Equity (FITB) 0.1 $241k NEW 6.3k 38.17
MPLX Equity (MPLX) 0.1 $239k NEW 8.1k 29.58
Stra Equity (STRA) 0.1 $237k NEW 3.1k 76.13
Apd Equity (APD) 0.1 $235k NEW 816.00 287.99
SPSB Equity (SPSB) 0.1 $234k NEW 7.5k 31.27
BLK Equity (BLK) 0.1 $230k -53% 263.00 874.52
C Equity (C) 0.1 $217k NEW 3.1k 70.68
Nsrgy Equity (NSRGY) 0.1 $214k NEW 1.7k 124.49
GM Equity (GM) 0.1 $213k -66% 3.6k 59.17
BZH Equity (BZH) 0.1 $212k NEW 11k 19.28
Papr Equity (PAPR) 0.1 $210k NEW 7.4k 28.44
BNDC Equity (BNDC) 0.1 $209k NEW 7.9k 26.39
VXX Equity (VXX) 0.1 $208k NEW 7.1k 29.47
Hylv Equity (HYLV) 0.1 $204k NEW 8.1k 25.24
Fast Equity (FAST) 0.1 $200k NEW 3.8k 52.07
XLF Equity (XLF) 0.1 $195k NEW 5.3k 36.73
Tcehy Equity (TCEHY) 0.1 $193k NEW 2.6k 75.42
Dal Equity (DAL) 0.1 $190k NEW 4.4k 43.29
HPQ Equity (HPQ) 0.1 $188k NEW 6.2k 30.13
Amgn Equity (AMGN) 0.1 $185k NEW 758.00 244.06
MCK Equity (MCK) 0.1 $184k NEW 964.00 190.87
SPDW Equity (SPDW) 0.1 $182k NEW 5.0k 36.75
BDX Equity (BDX) 0.1 $179k NEW 738.00 242.55
Bmy Equity (BMY) 0.1 $178k -53% 2.7k 66.77
Spip Equity (SPIP) 0.1 $176k NEW 5.7k 31.15
So Equity (SO) 0.1 $175k NEW 2.9k 60.66
Uber Equity (UBER) 0.1 $174k NEW 3.5k 50.14
SQQQ Equity (SQQQ) 0.1 $173k NEW 19k 9.15
XLC Equity (XLC) 0.1 $169k NEW 2.1k 81.02
SHW Equity (SHW) 0.1 $169k NEW 619.00 273.02
Xli Equity (XLI) 0.1 $169k NEW 1.6k 102.67
NSC Equity (NSC) 0.1 $166k NEW 624.00 266.03
Iclr Equity (ICLR) 0.1 $165k NEW 798.00 206.77
KHC Equity (KHC) 0.1 $163k NEW 4.0k 40.84
De Equity (DE) 0.1 $163k NEW 462.00 352.81
Spem Equity (SPEM) 0.1 $163k NEW 3.6k 45.62
Bac Equity (BAC) 0.1 $162k -86% 3.9k 41.19
BNTX Equity (BNTX) 0.1 $161k NEW 719.00 223.92
VGT Equity (VGT) 0.1 $160k NEW 400.00 400.00
Kall Equity (KALL) 0.1 $158k NEW 4.5k 35.25
SRLN Equity (SRLN) 0.1 $155k NEW 3.4k 46.17
GDX Equity (GDX) 0.1 $154k NEW 4.5k 33.91
Ctva Equity (CTVA) 0.1 $151k NEW 3.4k 44.41
LH Equity (LH) 0.1 $151k NEW 548.00 275.55
HVBTF Equity (HVBT) 0.1 $143k NEW 50k 2.86
Cmcsa Equity (CMCSA) 0.1 $141k NEW 2.5k 57.06
JBHT Equity (JBHT) 0.1 $140k NEW 858.00 163.17
Opk Equity (OPK) 0.1 $135k +3% 34k 4.04
Lyb Equity (LYB) 0.1 $135k NEW 1.3k 103.21
SCHW Equity (SCHW) 0.1 $135k -53% 1.8k 73.05
QQQ Equity 0.1 $134k NEW 377.00 355.44
Duk Equity (DUK) 0.1 $133k NEW 1.3k 99.03

Past Filings by Castleview Partners

SEC 13F filings are viewable for Castleview Partners going back to 2018