Castleview Partners, LLC Purchases in Q4 2025

Castleview Partners, LLC

  • $145 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RAAX
Vaneck ETF Trust Inflation All

ETFs
74.6K
New
$34.05 - $35.45 $2.54M - $2.65M
74.6K $2.6M
KKR
Kkr & Co. Inc.

Financial Services
19.9K
New
$117.52 - $127.65 $2.34M - $2.54M
19.9K $2.39M
NOW
Service Now, Inc.

Technology
2.62K
+ 572.93%
$835.79 - $946.29 $2.19M - $2.48M
3.08K $2.58M
MAIN
Main Street Capital Corp

Financial Services
23.7K
New
$55.1 - $63.97 $1.3M - $1.51M
23.7K $1.38M
ACI
Albertsons Companies, Inc.

Consumer Defensive
71.3K
New
$16.8 - $19.74 $1.2M - $1.41M
71.3K $1.3M
QLD
Proshares Ultra Qqq

ETFs
8.75K
+ 44.33%
$131.81 - $152.77 $1.15M - $1.34M
28.5K $3.97M
XVOL
Tidal ETF Tr Acruence Active H
52.7K
New
$22.91 - $23.71 $1.21M - $1.25M
52.7K $1.23M
COP
Conocophillips

Energy
15K
+ 29.6%
$85.66 - $95.46 $1.28M - $1.43M
65.6K $5.82M
AMGN
Amgen Inc

Healthcare
948
+ 8.12%
$290.13 - $341.71 $275K - $324K
12.6K $4.31M
BOTZ
Global X Fds

ETFs
26.1K
New
$35.15 - $38.25 $916K - $997K
26.1K $916K
IAUX
I 80 Gold Corp.
815K
New
$0.89 - $1.12 $725K - $912K
815K $814K
DDM
Proshares Ultra Dow30

ETFs
6.95K
+ 215.56%
$102.97 - $116.09 $716K - $807K
10.2K $1.12M
BMY
Bristol Myers Squibb CO

Healthcare
11.5K
+ 15.54%
$42.6 - $49.08 $490K - $565K
85.5K $4M
HD
Home Depot, Inc.

Consumer Cyclical
3.23K
+ 29.55%
$358.03 - $397.02 $1.16M - $1.28M
14.2K $5.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.8K
+ 18.36%
$50.57 - $50.77 $645K - $648K
82.3K $4.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.02K
New
$280.66 - $305.09 $566K - $615K
2.02K $568K
AVGO
Broadcom Inc.

Technology
1.54K
+ 67.54%
$324.63 - $385.98 $501K - $596K
3.83K $1.31M
SGOL
Abrdn Gold ETF Trust

ETFs
14.1K
New
$36.75 - $41.74 $519K - $590K
14.1K $550K
TQQQ
Proshares Ultrapro Qqq

ETFs
4.2K
+ 54.81%
$97.07 - $120.61 $408K - $507K
11.9K $1.24M
DX
Dynex Capital Inc

Real Estate
31K
New
$12.48 - $13.73 $387K - $426K
31K $421K
SSO
Proshares Ultra S&P 500

ETFs
3.32K
+ 121.35%
$107.49 - $118.65 $357K - $394K
6.06K $684K
EPM
Evolution Petroleum Corp

Energy
78.3K
New
$4.25 - $4.91 $333K - $384K
78.3K $332K
SPY
Spdr S&P 500 ETF Trust

ETFs
474
+ 8.18%
$653.02 - $687.39 $310K - $326K
6.27K $4.17M
XOM
Exxon Mobil Corp

Energy
2.41K
+ 45.31%
$110.64 - $119.78 $267K - $289K
7.74K $910K
NOC
Northrop Grumman Corp

Industrials
513
New
$558.0 - $637.95 $286K - $327K
513 $288K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.91K
New
$94.02 - $97.61 $273K - $284K
2.91K $274K
ISRG
Intuitive Surgical Inc

Healthcare
483
New
$429.59 - $576.2 $207K - $278K
483 $264K
PGR
Progressive Corp

Financial Services
1.37K
+ 63.98%
$203.7 - $246.46 $279K - $338K
3.51K $791K
HRL
Hormel Foods Corp

Consumer Defensive
11.4K
New
$21.29 - $24.8 $243K - $283K
11.4K $258K
ET
Energy Transfer LP

Energy
15.1K
New
$16.29 - $17.01 $246K - $257K
15.1K $257K
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 16.0%
$401.99 - $468.37 $546K - $636K
9.85K $4.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.17K
New
$76.84 - $80.86 $244K - $256K
3.17K $250K
PLTR
Palantir Technologies Inc.

Technology
1.38K
New
$172.14 - $207.18 $237K - $285K
1.38K $239K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.4K
New
$155.17 - $185.52 $217K - $260K
1.4K $235K
ITW
Illinois Tool Works Inc

Industrials
943
New
$242.03 - $260.73 $228K - $246K
943 $230K
UNH
Unitedhealth Group Inc

Healthcare
1.31K
+ 16.99%
$320.52 - $369.92 $419K - $483K
9K $2.89M
COST
Costco Wholesale Corp

Consumer Defensive
251
New
$910.94 - $954.99 $229K - $240K
251 $229K
SPYG
Spdr Portfolio

ETFs
2.06K
New
$102.4 - $109.39 $211K - $225K
2.06K $215K
ECC
Eagle Point Credit CO Inc.

Financial Services
36.2K
New
$5.84 - $6.91 $211K - $250K
36.2K $211K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.89K
New
$70.2 - $73.89 $203K - $214K
2.89K $211K
CNQ
Canadian Natural Resources LTD

Energy
6.24K
New
$29.91 - $33.57 $187K - $209K
6.24K $209K
CMC
Commercial Metals CO

Basic Materials
3.4K
New
$55.35 - $62.05 $188K - $211K
3.4K $200K
CVX
Chevron Corp

Energy
1.3K
+ 46.56%
$148.9 - $157.72 $194K - $205K
4.09K $633K
QQQ
Invesco Qqq Trust, Series 1

ETFs
332
New
$589.5 - $635.77 $196K - $211K
332 $200K
COPX
Global X Copper Miners ETF

ETFs
3.25K
New
$57.93 - $64.14 $188K - $209K
3.25K $198K
CVE
Cenovus Energy Inc.

Energy
10.3K
New
$16.57 - $18.27 $171K - $188K
10.3K $186K
FDVV
Fidelity High Dividend ETF

ETFs
2.66K
+ 4.51%
$54.66 - $56.68 $145K - $151K
61.6K $3.45M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
3.22K
+ 10.81%
$43.01 - $44.1 $139K - $142K
33K $1.44M
JPM
Jpmorgan Chase & CO

Financial Services
565
+ 29.44%
$294.11 - $320.41 $166K - $181K
2.48K $746K
Activity Summary
Buys All Purchases 132 New Holdings 34 Increased Positions 98 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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