Castleview Partners, LLC Purchases in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
28.2K
New
$95.12 - $114.72 $2.68M - $3.23M
28.2K $2.79M
FDVV
Fidelity High Dividend ETF

ETFs
45.6K
New
$49.66 - $52.63 $2.26M - $2.4M
45.6K $2.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.13K
New
$481.22 - $538.17 $1.5M - $1.68M
3.13K $1.6M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
39.7K
New
$38.63 - $39.95 $1.53M - $1.58M
39.7K $1.56M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
30.6K
New
$42.25 - $43.54 $1.29M - $1.33M
30.6K $1.31M
GLDM
World Gold Trust

ETFs
19.2K
New
$50.76 - $55.23 $973K - $1.06M
19.2K $996K
ELV
Elevance Health, Inc.

Healthcare
2.33K
New
$365.96 - $514.62 $851K - $1.2M
2.33K $859K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
15.9K
New
$40.0 - $52.93 $635K - $840K
15.9K $639K
DDM
Proshares Ultra Dow30

ETFs
5.67K
+ 169.12%
$92.63 - $107.31 $526K - $609K
9.03K $860K
FTGC
First Trust Global Tactical CO

ETFs
13.7K
New
$23.23 - $24.25 $319K - $333K
13.7K $328K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.35K
+ 121.43%
$46.48 - $51.32 $295K - $326K
11.6K $557K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.15K
New
$76.21 - $82.24 $240K - $259K
3.15K $245K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
13.1K
New
$18.62 - $19.05 $243K - $249K
13.1K $244K
HYHG
Proshares High Yield Interest

ETFs
3.74K
New
$64.27 - $65.97 $240K - $247K
3.74K $244K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.6K
New
$93.52 - $95.37 $243K - $247K
2.6K $243K
LLY
Eli Lilly & CO

Healthcare
301
+ 76.01%
$727.2 - $932.06 $219K - $281K
697 $538K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.1K
+ 331.1%
$15.9 - $17.05 $209K - $224K
17.1K $284K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.35K
+ 247.76%
$26.01 - $28.19 $191K - $207K
10.3K $269K
NICE
Nice Ltd.

Technology
1.11K
+ 219.09%
$164.71 - $199.17 $183K - $222K
1.62K $275K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.95K
+ 181.66%
$94.77 - $97.36 $185K - $190K
3.03K $288K
CSGP
Costar Group, Inc.

Real Estate
2.52K
New
$69.7 - $81.97 $176K - $207K
2.52K $180K
FENY
Fidelity Covington Tr Msci Ene

ETFs
7.44K
New
$23.14 - $26.91 $172K - $200K
7.44K $177K
CRL
Charles River Laboratories International, Inc.

Healthcare
948
New
$178.58 - $220.69 $169K - $209K
948 $175K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.8K
+ 23.53%
$91.29 - $91.8 $164K - $165K
9.44K $863K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.04K
New
$49.38 - $59.52 $150K - $181K
3.04K $153K
NVDA
Nvidia Corp

Technology
1.14K
+ 17.46%
$117.0 - $148.88 $134K - $170K
7.69K $1.03M
VDE
Vanguard Energy ETF

ETFs
1.22K
New
$116.67 - $136.78 $143K - $167K
1.22K $148K
PWR
Quanta Services, Inc.

Industrials
468
New
$296.05 - $346.6 $139K - $162K
468 $147K
RTX
Raytheon Technologies Corp

Industrials
1.24K
New
$114.45 - $127.21 $142K - $158K
1.24K $143K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.72K
+ 178.9%
$81.34 - $96.75 $140K - $167K
2.68K $218K
KO
Coca Cola CO

Consumer Defensive
2.1K
+ 48.69%
$61.74 - $71.71 $130K - $151K
6.43K $400K
TJX
Tjx Companies Inc

Consumer Cyclical
1.04K
+ 22.73%
$112.15 - $127.2 $117K - $133K
5.64K $681K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.76K
+ 34.45%
$43.97 - $45.33 $122K - $125K
10.8K $484K
ORCL
Oracle Corp

Technology
702
+ 13.91%
$165.41 - $192.43 $116K - $135K
5.75K $957K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.46K
+ 481.87%
$32.65 - $33.68 $113K - $116K
4.17K $136K
FDHY
Fidelity Covington Trust High

ETFs
2.04K
New
$48.24 - $49.25 $98.3K - $100K
2.04K $98K
GOOGL
Alphabet Inc.

Communication Services
511
+ 19.69%
$161.86 - $196.66 $82.7K - $100K
3.11K $587K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.27K
+ 300.0%
$25.93 - $105.3 $84.9K - $345K
4.36K $121K
MSTR
Microstrategy Inc

Technology
312
New
$162.69 - $473.83 $50.8K - $148K
312 $90K
TSLA
Tesla, Inc.

Consumer Cyclical
211
+ 6.58%
$213.65 - $479.86 $45.1K - $101K
3.42K $1.38M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.08K
+ 4.84%
$20.6 - $20.71 $84K - $84.4K
88.3K $1.82M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
635
+ 512.1%
$125.5 - $148.67 $79.7K - $94.4K
759 $100K
META
Meta Platforms, Inc.

Communication Services
142
+ 15.54%
$554.08 - $632.68 $78.7K - $89.8K
1.06K $622K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
275
New
$278.19 - $315.36 $76.5K - $86.7K
275 $79K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.38K
+ 34.03%
$16.99 - $27.42 $57.4K - $92.7K
13.3K $303K
BALL
Ball Corp

Consumer Cyclical
1.39K
+ 55.66%
$54.84 - $67.94 $76.3K - $94.6K
3.89K $213K
ABC
Amerisourcebergen Corp

Healthcare
408
New
N/A
408 $75K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.37K
New
$49.28 - $52.29 $67.7K - $71.8K
1.37K $67K
CYBR
Cyber Ark Software Ltd.

Technology
199
+ 30.76%
$274.1 - $333.15 $54.5K - $66.3K
846 $281K
Activity Summary
Buys All Purchases 289 New Holdings 83 Increased Positions 206 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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