Castleview Partners, LLC Purchases and Sells in Q2 2025

Castleview Partners, LLC

$112 Million
Q2 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	13.5K + 65.15%	$172.42 - $223.89 $2.33M - $3.02M	34.2K $7.02M
FDVV	28K + 107.22%	$43.6 - $52.02 $1.22M - $1.46M	54.1K $2.81M
DBMF	34K + 225.84%	$24.61 - $25.89 $837K - $880K	49.1K $1.26M
TSLA	1.36K + 17.82%	$221.86 - $362.89 $302K - $494K	8.99K $2.86M
QLD	3.46K + 28.46%	$69.34 - $117.71 $240K - $407K	15.6K $1.84M
HD	1.47K + 38.44%	$335.24 - $380.78 $494K - $561K	5.31K $1.95M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQC	216K New	$4.83 - $5.39 $1.04M - $1.16M	216K $1.16M
FBCG	8.96K New	$35.12 - $48.24 $315K - $432K	8.96K $432K
SCHG	14.3K New	$22.27 - $29.21 $319K - $418K	14.3K $417K
META	534 New	$484.66 - $738.09 $259K - $394K	534 $394K
JMOM	5.51K New	$50.29 - $64.29 $277K - $354K	5.51K $354K
QTWO	3.71K New	$68.72 - $95.27 $255K - $353K	3.71K $346K

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TQQQ	-25K - 78.65%	$38.9 - $83.0 $974K - $2.08M	6.8K $553K
AMGN	-2.51K - 19.07%	$262.28 - $309.85 $658K - $777K	10.6K $2.97M
ETN	-4.24K - 82.66%	$246.52 - $356.99 $1.05M - $1.51M	890 $317K
SPYD	-14.7K - 23.21%	$38.81 - $44.28 $571K - $652K	48.7K $2.07M
DDM	-7.29K - 73.08%	$73.05 - $98.03 $532K - $714K	2.68K $263K
OUNZ	-19.9K - 23.38%	$28.68 - $33.09 $570K - $658K	65.2K $2.08M

Activity Summary All Purchases 100 New Holdings 22 Increased Positions 78 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.