Castleview Partners, LLC Purchases in Q2 2025

Castleview Partners, LLC

  • $112 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
154
+ 7.51%
$152.93 - $181.74 $23.6K - $28K
2.2K $400K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
143
+ 0.81%
$27.3 - $31.8 $3.9K - $4.55K
17.9K $567K
RDVY
First Trust Rising Dividend Ac

ETFs
114
+ 1.46%
$51.6 - $62.74 $5.88K - $7.15K
7.9K $495K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
230
+ 2.17%
$38.96 - $44.84 $8.96K - $10.3K
10.8K $486K
BAX
Baxter International Inc

Healthcare
2.47K
+ 26.21%
$27.8 - $34.02 $68.8K - $84.2K
11.9K $360K
MA
Mastercard Inc

Financial Services
5
+ 0.21%
$479.92 - $590.74 $2.4K - $2.95K
2.41K $1.36M
V
Visa Inc.

Financial Services
37
+ 0.85%
$308.27 - $373.31 $11.4K - $13.8K
4.41K $1.57M
ABT
Abbott Laboratories

Healthcare
124
+ 2.76%
$123.95 - $138.08 $15.4K - $17.1K
4.61K $627K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
81
+ 1.4%
$44.58 - $54.92 $3.61K - $4.45K
5.89K $323K
FAST
Fastenal CO

Industrials
4.01K
+ 101.42%
$40.65 - $83.16 $163K - $334K
7.97K $334K
LLY
Eli Lilly & CO

Healthcare
78
+ 10.4%
$713.71 - $898.95 $55.7K - $70.1K
828 $645K
CSGP
Costar Group, Inc.

Real Estate
263
+ 10.38%
$72.62 - $83.22 $19.1K - $21.9K
2.8K $224K
DUK
Duke Energy Corp

Utilities
248
+ 12.3%
$112.46 - $124.05 $27.9K - $30.8K
2.26K $267K
NVR
Nvr Inc

Consumer Cyclical
1
+ 1.33%
$6700.0 - $7410.93 $6.7K - $7.41K
76 $561K
CL
Colgate Palmolive CO

Consumer Defensive
222
+ 10.2%
$87.57 - $96.0 $19.4K - $21.3K
2.4K $218K
VZ
Verizon Communications Inc

Communication Services
634
+ 10.61%
$41.67 - $45.62 $26.4K - $28.9K
6.61K $285K
MSCI
Msci Inc.

Financial Services
8
+ 1.17%
$506.56 - $576.74 $4.05K - $4.61K
689 $397K
FTSL
First Trust Senior Ln Fund

ETFs
208
+ 2.26%
$44.58 - $46.07 $9.27K - $9.58K
9.43K $432K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
214
+ 1.2%
$31.42 - $34.6 $6.72K - $7.4K
18K $617K
ELV
Elevance Health, Inc.

Healthcare
390
+ 12.31%
$372.27 - $452.69 $145K - $177K
3.56K $1.38M
SWK
Stanley Black & Decker, Inc.

Industrials
480
+ 15.16%
$55.86 - $76.98 $26.8K - $37K
3.65K $247K
ROST
Ross Stores, Inc.

Consumer Cyclical
15
+ 0.22%
$126.62 - $154.26 $1.9K - $2.31K
6.82K $870K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
365
+ 6.73%
$45.07 - $52.57 $16.5K - $19.2K
5.79K $282K
Innovator Etfs Trust
3.38K
+ 21.77%
N/A
18.9K $0
Valued Advisers Tr
14.6K
+ 1.71%
N/A
874K $0
Six Flags Entertainment Corp
7.85K
New
N/A
7.85K $0
Sila Realty Trust Inc
8K
+ 37.95%
N/A
29.1K $0
FSCO
Fs Cr Opportunities Corp Com
20.1K
+ 32.35%
N/A
82.2K $0
Vanguard Instl Index Fd
4.3K
New
N/A
4.3K $0
Advisors Inner Circle Fd Ii
2.25K
+ 2.93%
N/A
79.2K $0
Fidelity Covington Trust
92K
New
N/A
92K $0
Advisor Managed Portfolios
229K
New
N/A
229K $0
First Tr Exchng Traded Fd Vi
165
+ 0.69%
N/A
24.2K $0
SFLR
Innovator Etfs Tr Equity Manag
2.46K
+ 9.66%
N/A
27.9K $0
CVX
Chevron Corp

Energy
360
+ 15.73%
$133.73 - $168.51 $48.1K - $60.7K
2.65K $379K
IT
Gartner Inc

Technology
13
+ 2.13%
$377.5 - $449.52 $4.91K - $5.84K
622 $251K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.54K
+ 8.1%
$20.83 - $25.75 $32K - $39.6K
20.5K $481K
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
+ 0.35%
$430.72 - $497.52 $1.72K - $1.99K
1.16K $521K
PFE
Pfizer Inc

Healthcare
38
+ 0.41%
$21.59 - $24.84 $820 - $944
9.28K $224K
AGNC
Agnc Investment Corp.

Real Estate
391
+ 1.14%
$8.12 - $9.49 $3.17K - $3.71K
34.8K $319K
ZTS
Zoetis Inc.

Healthcare
100
+ 2.66%
$144.41 - $170.3 $14.4K - $17K
3.87K $602K
ACGL
Arch Capital Group Ltd.

Financial Services
52
+ 1.06%
$84.99 - $96.82 $4.42K - $5.03K
4.96K $451K
AON
Aon PLC

Financial Services
28
+ 3.08%
$335.85 - $398.81 $9.4K - $11.2K
937 $334K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.32%
$146.36 - $159.82 $1.02K - $1.12K
2.19K $334K
PEP
Pepsico Inc

Consumer Defensive
42
+ 1.95%
$128.02 - $151.37 $5.38K - $6.36K
2.19K $289K
XOM
Exxon Mobil Corp

Energy
139
+ 3.03%
$99.93 - $119.04 $13.9K - $16.5K
4.72K $508K
TMO
Thermo Fisher Scientific Inc.

Healthcare
186
+ 14.37%
$390.26 - $489.06 $72.6K - $91K
1.48K $600K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.7K
+ 1170.8%
$87.84 - $1441.89 $588K - $9.66M
7.27K $655K
BMY
Bristol Myers Squibb CO

Healthcare
1.57K
+ 2.32%
$44.12 - $59.6 $69.4K - $93.8K
69.5K $3.22M
Activity Summary
Buys All Purchases 100 New Holdings 22 Increased Positions 78 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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