Castleview Partners, LLC Purchases in Q2 2025

Castleview Partners, LLC

  • $112 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.5K
+ 65.15%
$172.42 - $223.89 $2.33M - $3.02M
34.2K $7.02M
FDVV
Fidelity High Dividend ETF

ETFs
28K
+ 107.22%
$43.6 - $52.02 $1.22M - $1.46M
54.1K $2.81M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
216K
New
$4.83 - $5.39 $1.04M - $1.16M
216K $1.16M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
34K
+ 225.84%
$24.61 - $25.89 $837K - $880K
49.1K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 17.82%
$221.86 - $362.89 $302K - $494K
8.99K $2.86M
QLD
Proshares Ultra Qqq

ETFs
3.46K
+ 28.46%
$69.34 - $117.71 $240K - $407K
15.6K $1.84M
HD
Home Depot, Inc.

Consumer Cyclical
1.47K
+ 38.44%
$335.24 - $380.78 $494K - $561K
5.31K $1.95M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.88K
+ 51.06%
$91.43 - $91.74 $537K - $539K
17.4K $1.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
330
+ 6.08%
$496.48 - $617.85 $164K - $204K
5.76K $3.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.39K
+ 21.85%
$50.36 - $50.68 $473K - $476K
52.4K $2.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.3K
New
$22.27 - $29.21 $319K - $418K
14.3K $417K
META
Meta Platforms, Inc.

Communication Services
534
New
$484.66 - $738.09 $259K - $394K
534 $394K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
5.51K
New
$50.29 - $64.29 $277K - $354K
5.51K $354K
UNH
Unitedhealth Group Inc

Healthcare
1.41K
+ 326.68%
$274.35 - $599.47 $386K - $844K
1.84K $573K
QTWO
Q2 Holdings, Inc.

Technology
3.71K
New
$68.72 - $95.27 $255K - $353K
3.71K $346K
CCJ
Cameco Corp

Energy
4.57K
New
$36.68 - $74.46 $168K - $340K
4.57K $339K
NOW
Service Now, Inc.

Technology
241
+ 71.73%
$721.65 - $1040.18 $174K - $251K
577 $593K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.05K
New
$67.22 - $100.51 $205K - $306K
3.05K $301K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.65K
New
$82.32 - $112.47 $218K - $298K
2.65K $298K
XLP
Consumer Staples Sector Spdr

ETFs
3.83K
+ 76.73%
N/A
8.83K $671K
IDXX
Idexx Laboratories Inc

Healthcare
501
New
$361.04 - $536.34 $181K - $269K
501 $268K
XLU
Utilities Sector Spdr

ETFs
3.12K
New
$73.09 - $82.77 $228K - $258K
3.12K $254K
COP
Conocophillips

Energy
9.1K
+ 24.48%
$82.66 - $106.1 $752K - $965K
46.3K $4.15M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.44K
New
$89.4 - $99.04 $218K - $242K
2.44K $236K
PLTR
Palantir Technologies Inc.

Technology
1.71K
New
$74.01 - $144.25 $126K - $246K
1.71K $232K
BALL
Ball Corp

Consumer Cyclical
3.89K
New
$44.94 - $56.99 $175K - $222K
3.89K $218K
IQV
Iqvia Holdings Inc.

Healthcare
1.34K
New
$137.0 - $174.37 $184K - $234K
1.34K $211K
IREN
Iris Energy LTD

Financial Services
13.5K
New
$5.3 - $14.57 $71.7K - $197K
13.5K $197K
CACI
Caci International Inc

Technology
447
New
N/A
447 $191K
PAVE
Global X Fds Us Infrastructure

ETFs
3.04K
+ 37.2%
$33.78 - $43.68 $103K - $133K
11.2K $488K
JPM
Jpmorgan Chase & CO

Financial Services
343
+ 18.9%
$210.28 - $289.91 $72.1K - $99.4K
2.16K $625K
T
At&T Inc.

Communication Services
5.75K
+ 42.27%
$26.33 - $28.94 $151K - $166K
19.4K $560K
FISV
Fiserv Inc

Technology
1.36K
New
N/A
1.36K $169K
SGOL
Abrdn Gold ETF Trust

ETFs
4.16K
+ 22.86%
$28.39 - $32.75 $118K - $136K
22.4K $705K
SBUX
Starbucks Corp

Consumer Cyclical
1.87K
+ 90.94%
$79.69 - $99.41 $149K - $185K
3.92K $359K
GS
Goldman Sachs Group Inc

Financial Services
106
+ 22.41%
$462.22 - $707.75 $49K - $75K
579 $409K
WMT
Walmart Inc.

Consumer Defensive
652
+ 8.83%
$81.79 - $99.98 $53.3K - $65.2K
8.04K $785K
MS
Morgan Stanley

Financial Services
517
+ 20.97%
$99.83 - $140.86 $51.6K - $72.8K
2.98K $420K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
729
+ 12.19%
$57.46 - $75.58 $41.9K - $55.1K
6.71K $507K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.49K
+ 49.85%
$82.21 - $83.12 $122K - $124K
4.48K $371K
ADBE
Adobe Inc.

Technology
298
+ 24.33%
$340.0 - $420.68 $101K - $125K
1.52K $589K
PAYC
Paycom Software, Inc.

Technology
446
+ 42.08%
$193.07 - $265.71 $86.1K - $119K
1.51K $348K
PSLV
Sprott Physical Silver Trust

Financial Services
5.53K
+ 18.66%
$9.98 - $12.51 $55.2K - $69.2K
35.2K $430K
REZ
Ishares Tr Residential And Mul

ETFs
1.11K
+ 35.78%
$76.14 - $86.35 $84.3K - $95.6K
4.2K $345K
IBM
International Business Machines Corp

Technology
65
+ 5.11%
$221.03 - $294.78 $14.4K - $19.2K
1.34K $394K
CAT
Caterpillar Inc

Industrials
67
+ 8.77%
$273.94 - $388.21 $18.4K - $26K
831 $322K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
107
+ 1.14%
$41.45 - $54.46 $4.44K - $5.83K
9.49K $494K
GOOGL
Alphabet Inc.

Communication Services
157
+ 11.89%
$144.7 - $178.6 $22.7K - $28K
1.48K $260K
GILD
Gilead Sciences, Inc.

Healthcare
513
+ 13.81%
$96.91 - $113.0 $49.7K - $58K
4.23K $468K
Activity Summary
Buys All Purchases 100 New Holdings 22 Increased Positions 78 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email