Castleview Partners, LLC Purchases in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GHLD
Guild Holdings CO

Financial Services
4.74K
New
$13.83 - $17.19 $65.6K - $81.5K
4.74K $78K
XLP
Consumer Staples Sector Spdr

ETFs
999
+ 3.83%
$76.04 - $76.04 $76K - $76K
27.1K $2.06M
KIM
Kimco Realty Corp

Real Estate
3.31K
New
$19.24 - $24.06 $63.6K - $79.6K
3.31K $76K
MQ
Marqeta, Inc.

Technology
15.6K
New
$4.67 - $5.61 $72.9K - $87.6K
15.6K $76K
CHWY
Chewy, Inc.

Consumer Cyclical
2.58K
New
$22.22 - $32.67 $57.3K - $84.3K
2.58K $75K
ACET
Adicet Bio, Inc.

Healthcare
52.4K
New
$1.07 - $1.63 $56K - $85.4K
52.4K $75K
GLD
Spdr Gold Trust

ETFs
302
+ 2.1%
$215.56 - $246.98 $65.1K - $74.6K
14.7K $3.58M
FIS
Fidelity National Information Services, Inc.

Technology
859
+ 29.29%
$72.8 - $85.04 $62.5K - $73K
3.79K $317K
FATE
Fate Therapeutics Inc

Healthcare
20.8K
New
$3.12 - $5.57 $65K - $116K
20.8K $72K
HNST
Honest Company, Inc.

Consumer Cyclical
19.8K
New
$2.74 - $4.67 $54.3K - $92.6K
19.8K $70K
V
Visa Inc.

Financial Services
246
+ 3.97%
$253.74 - $291.56 $62.4K - $71.7K
6.44K $1.77M
DG
Dollar General Corp

Consumer Defensive
800
+ 53.98%
$80.41 - $132.42 $64.3K - $106K
2.28K $192K
LNG
Cheniere Energy, Inc.

Energy
355
+ 34.37%
$172.24 - $186.09 $61.1K - $66.1K
1.39K $249K
PROK
Prokidney Corp Ord Shs Cl A(Cy

Healthcare
32.9K
New
$1.8 - $2.5 $59.3K - $82.3K
32.9K $63K
META
Meta Platforms, Inc.

Communication Services
107
+ 13.26%
$453.41 - $572.44 $48.5K - $61.3K
914 $523K
QCOM
Qualcomm Inc

Technology
341
+ 30.02%
$156.12 - $209.64 $53.2K - $71.5K
1.48K $251K
TDG
Trans Digm Group Inc

Industrials
33
+ 61.11%
$1202.03 - $1427.41 $39.7K - $47.1K
87 $124K
JPM
Jpmorgan Chase & CO

Financial Services
226
+ 5.58%
$194.9 - $224.8 $44K - $50.8K
4.28K $901K
MRK
Merck & Co., Inc.

Healthcare
409
+ 22.19%
$111.15 - $128.97 $45.5K - $52.7K
2.25K $255K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
959
New
$43.73 - $46.29 $41.9K - $44.4K
959 $44K
UNP
Union Pacific Corp

Industrials
166
+ 11.78%
$221.78 - $256.09 $36.8K - $42.5K
1.58K $387K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
162
+ 184.09%
$223.74 - $251.93 $36.2K - $40.8K
250 $62K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
734
+ 531.88%
$44.9 - $47.55 $33K - $34.9K
872 $41K
ROST
Ross Stores, Inc.

Consumer Cyclical
234
+ 3.09%
$136.06 - $155.24 $31.8K - $36.3K
7.8K $1.17M
VOT
Vanguard Mid Cap Growth Index

ETFs
144
+ 115.2%
$218.05 - $243.47 $31.4K - $35.1K
269 $65K
SMCI
Super Micro Computer, Inc.

Technology
83
+ 110.67%
$386.46 - $909.96 $32.1K - $75.5K
158 $65K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
712
+ 6.47%
$39.47 - $49.4 $28.1K - $35.2K
11.7K $556K
SCHW
Schwab Charles Corp

Financial Services
504
+ 17.49%
$61.74 - $76.08 $31.1K - $38.3K
3.39K $219K
FNDX
Schwab Fundamental U S Large C

ETFs
451
New
$65.36 - $71.76 $29.5K - $32.4K
451 $32K
AZO
Autozone Inc

Consumer Cyclical
10
+ 2.91%
$2815.0 - $3212.87 $28.2K - $32.1K
354 $1.12M
CRWD
Crowd Strike Holdings, Inc.

Technology
115
New
$217.89 - $392.15 $25.1K - $45.1K
115 $32K
LOW
Lowes Companies Inc

Consumer Cyclical
116
+ 23.72%
$213.3 - $270.78 $24.7K - $31.4K
605 $163K
JMBS
Janus Detroit Str Tr Henderson

ETFs
664
New
$44.13 - $47.01 $29.3K - $31.2K
664 $30K
RDVY
First Trust Rising Dividend Ac

ETFs
507
+ 5.86%
$53.68 - $59.24 $27.2K - $30K
9.15K $541K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
589
+ 190.0%
$44.07 - $50.57 $26K - $29.8K
899 $45K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
25
+ 4.08%
$1015.62 - $1159.62 $25.4K - $29K
637 $733K
MCK
Mckesson Corp

Healthcare
53
+ 32.12%
$479.06 - $630.38 $25.4K - $33.4K
218 $107K
AVGO
Broadcom Inc.

Technology
134
+ 1030.77%
$136.27 - $1745.86 $18.3K - $234K
147 $25K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
603
+ 77.31%
$36.06 - $37.66 $21.7K - $22.7K
1.38K $52K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 4.81%
$801.83 - $917.05 $20K - $22.9K
545 $483K
CMI
Cummins Inc

Industrials
72
+ 3.22%
$266.63 - $326.4 $19.2K - $23.5K
2.31K $745K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
231
+ 6.62%
$90.87 - $102.43 $21K - $23.7K
3.72K $367K
FNDF
Schwab Fundamental Intl Large

ETFs
604
New
$33.67 - $37.71 $20.3K - $22.8K
604 $22K
SCHX
Schwab Strategic Tr Us Large C

ETFs
326
+ 293.69%
$61.11 - $67.85 $19.9K - $22.1K
437 $29K
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 2.22%
$531.86 - $624.21 $19.1K - $22.5K
1.66K $1.02M
JHMM
John Hancock Multifactor Mid C

ETFs
372
New
$54.25 - $60.2 $20.2K - $22.4K
372 $22K
DPZ
Dominos Pizza Inc

Consumer Cyclical
50
+ 4.05%
$402.52 - $505.35 $20.1K - $25.3K
1.29K $553K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
250
+ 1.64%
$85.84 - $85.84 $21.5K - $21.5K
15.5K $1.33M
XOM
Exxon Mobil Corp

Energy
181
+ 3.99%
$109.72 - $119.0 $19.9K - $21.5K
4.72K $553K
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
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email