Castleview Partners, LLC Purchases in Q3 2025

Castleview Partners, LLC

  • $126 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
5.63K
+ 106.03%
$357.4 - $423.42 $2.01M - $2.38M
10.9K $4.43M
AAPL
Apple Inc.

Technology
2.83K
+ 8.26%
$202.38 - $256.87 $572K - $726K
37.1K $9.43M
UNH
Unitedhealth Group Inc

Healthcare
5.86K
+ 318.38%
$237.77 - $353.61 $1.39M - $2.07M
7.69K $2.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.21K
+ 126.82%
$567.77 - $614.76 $1.25M - $1.36M
3.95K $2.42M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.2K
+ 32.78%
$50.47 - $50.74 $866K - $871K
69.5K $3.53M
QLD
Proshares Ultra Qqq

ETFs
4.13K
+ 26.48%
$115.66 - $138.31 $478K - $571K
19.7K $2.71M
ELV
Elevance Health, Inc.

Healthcare
3.09K
+ 86.71%
$274.66 - $395.76 $847K - $1.22M
6.64K $2.15M
AVGO
Broadcom Inc.

Technology
2.29K
New
$264.74 - $369.57 $605K - $845K
2.29K $754K
VUG
Vanguard Growth ETF

ETFs
1.41K
New
$433.97 - $484.08 $611K - $682K
1.41K $675K
COP
Conocophillips

Energy
4.4K
+ 9.5%
$91.0 - $98.99 $400K - $435K
50.7K $4.79M
OUNZ
Van Eck Merk Gold Trust

ETFs
6.75K
+ 10.36%
$31.49 - $37.19 $212K - $251K
71.9K $2.67M
IVV
Ishares Core S&P 500 ETF

ETFs
861
New
$620.67 - $670.08 $534K - $577K
861 $576K
PAVE
Global X Fds Us Infrastructure

ETFs
9.18K
+ 81.9%
$44.02 - $47.63 $404K - $437K
20.4K $971K
FDVV
Fidelity High Dividend ETF

ETFs
4.85K
+ 8.97%
$52.42 - $55.71 $254K - $270K
58.9K $3.28M
UBER
Uber Technologies, Inc

Technology
3.39K
New
$86.91 - $99.57 $295K - $338K
3.39K $332K
AMGN
Amgen Inc

Healthcare
1.03K
+ 9.7%
$271.18 - $309.22 $280K - $319K
11.7K $3.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 0.59%
$617.65 - $666.84 $21K - $22.7K
5.79K $3.86M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
663
+ 6.98%
$50.79 - $76.4 $33.7K - $50.7K
10.2K $775K
MU
Micron Technology Inc

Technology
1.65K
New
$104.88 - $168.89 $173K - $278K
1.65K $275K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.8K
New
$30.13 - $33.37 $235K - $260K
7.8K $260K
FITB
Fifth Third Bancorp

Financial Services
5.47K
New
$40.91 - $46.28 $224K - $253K
5.47K $243K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.2K
New
$42.67 - $46.91 $222K - $244K
5.2K $243K
AMCR
Amcor PLC

Consumer Cyclical
29.7K
New
$7.97 - $9.94 $237K - $296K
29.7K $243K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.06K
New
$53.54 - $64.21 $217K - $261K
4.06K $242K
SNPS
Synopsys Inc

Technology
491
New
$387.78 - $645.35 $190K - $317K
491 $242K
TQQQ
Proshares Ultrapro Qqq

ETFs
863
+ 12.69%
$80.89 - $104.72 $69.8K - $90.4K
7.66K $792K
VGSH
Vanguard

ETFs
4.05K
New
$58.43 - $58.88 $237K - $239K
4.05K $238K
DFIV
Dimensional ETF Tr

ETFs
5.14K
New
$42.66 - $46.53 $219K - $239K
5.14K $236K
BSX
Boston Scientific Corp

Healthcare
2.34K
New
$97.03 - $108.14 $227K - $253K
2.34K $228K
MDT
Medtronic PLC

Healthcare
2.33K
New
$87.67 - $95.74 $204K - $223K
2.33K $221K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.18K
New
$39.8 - $42.86 $206K - $222K
5.18K $221K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.52K
+ 56.35%
$82.38 - $83.0 $208K - $209K
7K $580K
UPS
United Parcel Service Inc

Industrials
2.43K
New
$82.58 - $105.54 $201K - $257K
2.43K $203K
SCHW
Schwab Charles Corp

Financial Services
2.13K
New
$91.03 - $98.69 $193K - $210K
2.13K $202K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.08K
New
$48.34 - $67.22 $197K - $275K
4.08K $200K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
1.94K
+ 26.32%
$94.71 - $99.8 $184K - $194K
9.33K $925K
XLE
Energy Sector Spdr

ETFs
1.45K
+ 17.62%
$84.25 - $91.99 $122K - $133K
9.69K $865K
REZ
Ishares Tr Residential And Mul

ETFs
1.63K
+ 38.8%
$81.06 - $85.23 $132K - $139K
5.83K $495K
PSLV
Sprott Physical Silver Trust

Financial Services
1.61K
+ 4.57%
$12.24 - $15.73 $19.7K - $25.3K
36.8K $577K
XLB
Select Sector Spdr Fd Material

ETFs
1.52K
+ 25.57%
$86.72 - $92.61 $132K - $141K
7.48K $670K
BMY
Bristol Myers Squibb CO

Healthcare
4.57K
+ 6.58%
$43.31 - $48.98 $198K - $224K
74K $3.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.25%
$420.11 - $472.68 $2.52K - $2.84K
2.39K $1.12M
PGR
Progressive Corp

Financial Services
577
+ 36.85%
$238.61 - $264.3 $138K - $153K
2.14K $529K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
461
+ 23.02%
$105.16 - $140.03 $48.5K - $64.6K
2.46K $334K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
642
+ 1.32%
$42.43 - $45.05 $27.2K - $28.9K
49.3K $2.17M
JNJ
Johnson & Johnson

Healthcare
175
+ 7.98%
$155.17 - $185.42 $27.2K - $32.4K
2.37K $438K
CAT
Caterpillar Inc

Industrials
55
+ 6.62%
$390.92 - $477.15 $21.5K - $26.2K
886 $422K
MSFT
Microsoft Corp

Technology
24
+ 0.57%
$491.09 - $535.64 $11.8K - $12.9K
4.25K $2.2M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
18.2K
New
$5.25 - $5.71 $95.4K - $104K
18.2K $96K
Activity Summary
Buys All Purchases 99 New Holdings 27 Increased Positions 72 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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