Castleview Partners, LLC Purchases in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
43.7K
+ 765.72%
$39.66 - $51.75 $1.73M - $2.26M
49.4K $2.56M
TQQQ
Proshares Ultrapro Qqq

ETFs
16K
+ 719.67%
$53.19 - $84.93 $852K - $1.36M
18.3K $1.32M
PSLV
Sprott Physical Silver Trust

Financial Services
63.3K
+ 189.12%
$9.17 - $10.84 $581K - $686K
96.8K $1.01M
NEE
Nextera Energy Inc

Utilities
7.34K
+ 51.07%
$69.9 - $84.97 $513K - $624K
21.7K $1.84M
AMGN
Amgen Inc

Healthcare
1.88K
+ 19.38%
$309.38 - $337.38 $581K - $633K
11.6K $3.73M
ORCL
Oracle Corp

Technology
3.18K
+ 170.95%
$125.9 - $170.35 $401K - $542K
5.05K $859K
QLD
Proshares Ultra Qqq

ETFs
5.26K
+ 38.7%
$81.06 - $109.83 $426K - $577K
18.8K $1.9M
CLOI
Vaneck ETF Tr

ETFs
7.37K
+ 17.69%
$52.65 - $53.04 $388K - $391K
49K $2.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.11K
+ 67.17%
$162.83 - $179.16 $343K - $377K
5.24K $939K
XLV
Select Sector Spdr Fund Health

ETFs
2.44K
+ 63.26%
$143.3 - $157.24 $350K - $384K
6.3K $969K
TSLA
Tesla, Inc.

Consumer Cyclical
1.28K
+ 66.2%
$191.76 - $263.26 $245K - $336K
3.21K $838K
BXSL
Blackstone Secured Lending Fund

Financial Services
10.3K
New
$28.75 - $31.59 $296K - $326K
10.3K $301K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.44K
New
$65.06 - $71.72 $223K - $246K
3.44K $244K
WMG
Warner Music Group Corp.

Communication Services
7.64K
New
$27.51 - $32.17 $210K - $246K
7.64K $239K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.51K
New
$49.9 - $50.37 $225K - $227K
4.51K $226K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.7K
+ 18.0%
$81.31 - $83.29 $219K - $225K
17.7K $1.47M
PM
Philip Morris International Inc.

Consumer Defensive
1.8K
+ 21.6%
$101.25 - $127.45 $182K - $229K
10.1K $1.23M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.16K
+ 7.42%
$39.95 - $45.86 $166K - $191K
60.3K $2.75M
ADBE
Adobe Inc.

Technology
351
+ 34.31%
$508.13 - $586.55 $178K - $206K
1.37K $711K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.03K
+ 185.95%
$81.14 - $92.39 $164K - $187K
3.11K $276K
RTO
Rentokil Initial PLC

Industrials
7.1K
New
$24.2 - $32.96 $172K - $234K
7.1K $176K
IAU
Ishares Gold Trust

ETFs
3.47K
+ 5031.88%
$44.06 - $50.5 $153K - $175K
3.54K $175K
MSCI
Msci Inc.

Financial Services
270
+ 53.68%
$479.31 - $584.91 $129K - $158K
773 $450K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.84K
+ 160.75%
$24.86 - $26.33 $145K - $154K
9.47K $247K
SHOP
Shopify Inc.

Technology
1.87K
+ 39.43%
$52.26 - $80.75 $97.9K - $151K
6.63K $531K
WDAY
Workday, Inc.

Technology
605
+ 59.02%
$207.75 - $264.68 $126K - $160K
1.63K $398K
BAX
Baxter International Inc

Healthcare
3.87K
+ 33.48%
$32.85 - $40.26 $127K - $156K
15.4K $585K
HRL
Hormel Foods Corp

Consumer Defensive
4.63K
New
$30.04 - $33.14 $139K - $154K
4.63K $146K
MU
Micron Technology Inc

Technology
1.34K
+ 407.9%
$86.27 - $136.82 $116K - $184K
1.67K $173K
TXN
Texas Instruments Inc

Technology
662
+ 139.08%
$194.6 - $194.6 $129K - $129K
1.14K $221K
CCJ
Cameco Corp

Energy
2.55K
New
$36.9 - $53.72 $94K - $137K
2.55K $121K
AVTR
Avantor, Inc.

Basic Materials
4.6K
+ 35.61%
$20.58 - $27.7 $94.6K - $127K
17.5K $452K
NVDA
Nvidia Corp

Technology
950
+ 16.97%
$98.91 - $134.91 $94K - $128K
6.55K $795K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.19K
+ 195.54%
$89.91 - $101.33 $107K - $120K
1.79K $175K
LLY
Eli Lilly & CO

Healthcare
123
+ 45.05%
$772.14 - $960.02 $95K - $118K
396 $350K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
4.57K
+ 35.95%
$18.12 - $21.31 $82.8K - $97.4K
17.3K $368K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.07K
+ 65.64%
$44.66 - $49.15 $92.6K - $102K
5.23K $246K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.35K
+ 5.44%
$20.47 - $20.71 $89K - $90K
84.3K $1.74M
NICE
Nice Ltd.

Technology
508
New
$154.95 - $184.96 $78.7K - $94K
508 $88K
PAYC
Paycom Software, Inc.

Technology
521
+ 76.84%
$140.16 - $173.86 $73K - $90.6K
1.2K $199K
VCYT
Veracyte, Inc.

Healthcare
2.55K
New
$21.0 - $35.25 $53.6K - $89.9K
2.55K $86K
UPST
Upstart Holdings, Inc.

Financial Services
2.16K
+ 21610.0%
$22.9 - $44.11 $49.5K - $95.3K
2.17K $86K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.7K
New
$50.32 - $50.75 $85.4K - $86.2K
1.7K $86K
DOCU
Docusign, Inc.

Technology
1.36K
+ 4530.0%
$49.73 - $62.53 $67.6K - $85K
1.39K $86K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.86K
New
$37.92 - $46.58 $70.7K - $86.8K
1.86K $85K
UBER
Uber Technologies, Inc

Technology
1.12K
+ 167.92%
$58.48 - $77.47 $65.2K - $86.4K
1.78K $133K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.85K
+ 30.01%
$41.93 - $44.13 $77.7K - $81.7K
8.02K $353K
MFA
Mfa Financial, Inc.

Real Estate
6.2K
New
$10.45 - $13.17 $64.8K - $81.6K
6.2K $78K
ZUO
Zuora Inc

Technology
9.12K
New
$8.34 - $9.73 $76K - $88.7K
9.12K $78K
Activity Summary
Buys All Purchases 251 New Holdings 42 Increased Positions 209 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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