Castleview Partners, LLC Purchases and Sells in Q3 2025

Castleview Partners, LLC

$126 Million
Q3 2025

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	5.63K + 106.03%	$357.4 - $423.42 $2.01M - $2.38M	10.9K $4.43M
AAPL	2.83K + 8.26%	$202.38 - $256.87 $572K - $726K	37.1K $9.43M
UNH	5.86K + 318.38%	$237.77 - $353.61 $1.39M - $2.07M	7.69K $2.66M
VOO	2.21K + 126.82%	$567.77 - $614.76 $1.25M - $1.36M	3.95K $2.42M
JPST	17.2K + 32.78%	$50.47 - $50.74 $866K - $871K	69.5K $3.53M
QLD	4.13K + 26.48%	$115.66 - $138.31 $478K - $571K	19.7K $2.71M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	2.29K New	$264.74 - $369.57 $605K - $845K	2.29K $754K
VUG	1.41K New	$433.97 - $484.08 $611K - $682K	1.41K $675K
IVV	861 New	$620.67 - $670.08 $534K - $577K	861 $576K
UBER	3.39K New	$86.91 - $99.57 $295K - $338K	3.39K $332K
MU	1.65K New	$104.88 - $168.89 $173K - $278K	1.65K $275K
SCHE	7.8K New	$30.13 - $33.37 $235K - $260K	7.8K $260K

Top Sells

Reduced Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CLOI	-22.2K - 57.08%	$52.8 - $53.1 $1.17M - $1.18M	16.7K $885K
TMO	-798 - 53.92%	$404.94 - $499.99 $323K - $399K	682 $330K
ADBE	-544 - 35.72%	$333.65 - $392.1 $182K - $213K	979 $345K
V	-519 - 11.76%	$332.09 - $358.86 $172K - $186K	3.89K $1.33M
BSCP	-10K - 28.89%	$20.66 - $20.74 $207K - $207K	24.6K $509K
NFLX	-110 - 30.14%	$1147.87 - $1297.18 $126K - $143K	255 $305K

Activity Summary All Purchases 99 New Holdings 27 Increased Positions 72 All Sells 72 Reductions 72 Sold out 0 Calls 0 Puts 0

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