Castleview Partners, LLC Purchases in Q3 2025

Castleview Partners, LLC

  • $126 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
605
+ 12.82%
$105.83 - $117.22 $64K - $70.9K
5.33K $600K
DDM
Proshares Ultra Dow30

ETFs
542
+ 20.19%
$95.33 - $107.65 $51.7K - $58.3K
3.23K $346K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
887
+ 5.1%
$91.44 - $91.77 $81.1K - $81.4K
18.3K $1.68M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.4K
+ 20.18%
$47.07 - $50.11 $65.9K - $70.1K
8.33K $414K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.86K
+ 32.07%
$46.51 - $50.07 $86.4K - $93K
7.65K $358K
EPD
Enterprise Products Partners L.P.

Energy
2.19K
+ 14.53%
$30.74 - $32.14 $67.3K - $70.4K
17.3K $539K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.77K
+ 8.63%
$23.27 - $25.46 $41.3K - $45.1K
22.3K $551K
TJX
Tjx Companies Inc

Consumer Cyclical
192
+ 9.9%
$121.35 - $144.54 $23.3K - $27.8K
2.13K $308K
VZ
Verizon Communications Inc

Communication Services
1.45K
+ 22.0%
$40.84 - $45.06 $59.4K - $65.5K
8.06K $354K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
973
+ 5.4%
$33.95 - $36.08 $33K - $35.1K
19K $684K
SWK
Stanley Black & Decker, Inc.

Industrials
531
+ 14.56%
$66.98 - $79.52 $35.6K - $42.2K
4.18K $310K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
15.9K
New
$3.51 - $4.74 $55.9K - $75.5K
15.9K $63K
PFE
Pfizer Inc

Healthcare
1.9K
+ 20.44%
$23.29 - $25.88 $44.2K - $49.1K
11.2K $284K
TFC
Truist Financial Corp

Financial Services
837
+ 13.8%
$42.83 - $47.07 $35.8K - $39.4K
6.9K $315K
CVX
Chevron Corp

Energy
144
+ 5.44%
$145.57 - $161.83 $21K - $23.3K
2.79K $433K
SCHG
Schwab Strategic Tr Us Large C

ETFs
360
+ 2.52%
$28.92 - $32.19 $10.4K - $11.6K
14.7K $468K
DUK
Duke Energy Corp

Utilities
268
+ 11.84%
$116.31 - $125.93 $31.2K - $33.7K
2.53K $313K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
447
+ 2.5%
$31.79 - $33.42 $14.2K - $14.9K
18.3K $611K
T
At&T Inc.

Communication Services
1.69K
+ 8.74%
$26.94 - $29.62 $45.6K - $50.1K
21.1K $594K
GILD
Gilead Sciences, Inc.

Healthcare
289
+ 6.84%
$108.22 - $120.47 $31.3K - $34.8K
4.52K $501K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
84
+ 3.17%
$110.74 - $122.12 $9.3K - $10.3K
2.73K $330K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
4
+ 0.07%
$54.9 - $59.81 $220 - $239
5.89K $351K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
295
+ 4.4%
$70.85 - $76.96 $20.9K - $22.7K
7.01K $532K
FSTA
Fidelity Covington Tr Msci Con

ETFs
632
+ 10.88%
$49.57 - $52.57 $31.3K - $33.2K
6.44K $321K
KO
Coca Cola CO

Consumer Defensive
556
+ 13.08%
$65.67 - $71.67 $36.5K - $39.8K
4.81K $318K
CSGP
Costar Group, Inc.

Real Estate
24
+ 0.86%
$81.42 - $96.83 $1.95K - $2.32K
2.82K $238K
IBM
International Business Machines Corp

Technology
108
+ 8.08%
$234.77 - $292.47 $25.4K - $31.6K
1.45K $407K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
6.65K
+ 3.08%
$5.21 - $5.57 $34.7K - $37.1K
223K $1.17M
CACI
Caci International Inc

Technology
18
+ 4.03%
N/A
465 $198K
AON
Aon PLC

Financial Services
15
+ 1.6%
$350.91 - $375.27 $5.26K - $5.63K
952 $339K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
139
+ 0.81%
$19.49 - $19.61 $2.71K - $2.73K
17.4K $340K
Managed Portfolio Series
54.9K
+ 112.77%
N/A
104K $0
Valued Advisers Tr
195K
+ 22.31%
N/A
1.07M $0
Vanguard Instl Index Fd
5.57K
+ 129.44%
N/A
9.87K $0
Advisors Inner Circle Fd Ii
38.7K
+ 48.84%
N/A
118K $0
Bondbloxx ETF Trust
20.1K
New
N/A
20.1K $0
Bondbloxx ETF Trust
41.9K
New
N/A
41.9K $0
Vaneck ETF Trust
6.25K
+ 26.21%
N/A
30.1K $0
Vaneck ETF Trust
5.36K
+ 14.87%
N/A
41.4K $0
FSCO
Fs Cr Opportunities Corp Com
28.5K
+ 34.67%
N/A
111K $0
Grayscale Ethereum Mini Tr E
5.23K
New
N/A
5.23K $0
Proshares Tr Ii
12.8K
New
N/A
12.8K $0
Advisor Managed Portfolios
45.6K
+ 19.94%
N/A
274K $0
Smartstop Self Storag Reit I
14.7K
New
N/A
14.7K $0
SBUX
Starbucks Corp

Consumer Cyclical
332
+ 8.47%
$81.9 - $96.86 $27.2K - $32.2K
4.25K $359K
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
454
+ 6.08%
N/A
7.92K $0
DE
Deere & CO

Industrials
46
+ 10.93%
$457.26 - $524.37 $21K - $24.1K
467 $213K
PG
Procter & Gamble CO

Consumer Defensive
143
+ 2.83%
$150.47 - $161.22 $21.5K - $23.1K
5.2K $798K
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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