Castleview Partners, LLC Purchases in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
210
+ 10.8%
$105.76 - $120.76 $22.2K - $25.4K
2.15K $232K
JNJ
Johnson & Johnson

Healthcare
164
+ 6.5%
$143.34 - $165.86 $23.5K - $27.2K
2.69K $388K
MFA
Mfa Financial, Inc.

Real Estate
2.33K
+ 37.54%
$10.19 - $12.72 $23.7K - $29.6K
8.53K $86K
TFC
Truist Financial Corp

Financial Services
531
+ 10.35%
$41.51 - $48.1 $22K - $25.5K
5.66K $245K
HRL
Hormel Foods Corp

Consumer Defensive
720
+ 15.54%
$29.21 - $33.55 $21K - $24.2K
5.35K $167K
DE
Deere & CO

Industrials
51
+ 10.87%
$389.45 - $466.0 $19.9K - $23.8K
520 $220K
CL
Colgate Palmolive CO

Consumer Defensive
245
+ 13.24%
$90.22 - $102.31 $22.1K - $25.1K
2.1K $190K
FNDX
Schwab Fundamental U S Large C

ETFs
902
+ 200.0%
$23.49 - $71.77 $21.2K - $64.7K
1.35K $32K
ROST
Ross Stores, Inc.

Consumer Cyclical
150
+ 1.92%
$138.59 - $156.61 $20.8K - $23.5K
7.95K $1.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
220
New
$95.27 - $107.82 $21K - $23.7K
220 $22K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.06K
+ 18.93%
$18.41 - $18.97 $19.5K - $20.1K
6.65K $122K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
49
New
$260.53 - $404.79 $12.8K - $19.8K
49 $18K
UBER
Uber Technologies, Inc

Technology
299
+ 16.81%
$59.93 - $86.34 $17.9K - $25.8K
2.08K $125K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
615
+ 182.49%
$27.54 - $83.04 $16.9K - $51.1K
952 $26K
FTNT
Fortinet, Inc.

Technology
185
New
$76.49 - $99.21 $14.2K - $18.4K
185 $17K
NVR
Nvr Inc

Consumer Cyclical
2
+ 2.41%
$8101.21 - $9940.51 $16.2K - $19.9K
85 $695K
MS
Morgan Stanley

Financial Services
130
+ 5.33%
$104.42 - $134.99 $13.6K - $17.5K
2.57K $323K
EBND
Spdr Bloomberg Emerging Market

ETFs
849
+ 17.17%
$19.53 - $21.1 $16.6K - $17.9K
5.8K $113K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
288
New
$60.51 - $65.57 $17.4K - $18.9K
288 $17K
XLF
Financial Sector Spdr

ETFs
350
New
$44.89 - $51.34 $15.7K - $18K
350 $16K
TGT
Target Corp

Consumer Defensive
119
New
$121.59 - $160.69 $14.5K - $19.1K
119 $16K
HSY
Hershey CO

Consumer Defensive
97
+ 142.65%
$168.67 - $193.65 $16.4K - $18.8K
165 $27K
HPQ
Hp Inc

Technology
493
+ 12.79%
$32.46 - $39.3 $16K - $19.4K
4.35K $141K
MU
Micron Technology Inc

Technology
178
+ 10.65%
$84.16 - $113.41 $15K - $20.2K
1.85K $155K
UNFI
United Natural Foods Inc

Consumer Defensive
563
New
$19.1 - $29.62 $10.8K - $16.7K
563 $15K
VTWO
Vanguard Russell 2000 ETF

ETFs
171
New
$87.42 - $98.06 $14.9K - $16.8K
171 $15K
CRM
Salesforce, Inc.

Technology
43
+ 81.13%
$270.87 - $367.87 $11.6K - $15.8K
96 $32K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
197
New
$73.49 - $86.09 $14.5K - $17K
197 $15K
BWX
Spdr Bloomberg International T

ETFs
675
New
$21.39 - $23.3 $14.4K - $15.7K
675 $14K
SCHX
Schwab Strategic Tr Us Large C

ETFs
621
+ 142.11%
$22.4 - $68.28 $13.9K - $42.4K
1.06K $24K
IBND
Spdr Bloomberg International C

ETFs
506
New
$28.36 - $30.49 $14.4K - $15.4K
506 $14K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 6.43%
$442.29 - $483.08 $13.7K - $15K
513 $232K
AZO
Autozone Inc

Consumer Cyclical
4
+ 1.13%
$2981.19 - $3370.27 $11.9K - $13.5K
358 $1.15M
ITW
Illinois Tool Works Inc

Industrials
53
+ 9.78%
$253.56 - $278.5 $13.4K - $14.8K
595 $150K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
117
New
$119.34 - $127.78 $14K - $15K
117 $13K
FITB
Fifth Third Bancorp

Financial Services
312
+ 7.57%
$41.76 - $48.44 $13K - $15.1K
4.44K $187K
AXP
American Express CO

Financial Services
44
+ 5.68%
$267.35 - $305.57 $11.8K - $13.4K
819 $243K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11
+ 1.73%
$1146.59 - $1270.6 $12.6K - $14K
648 $768K
BX
Blackstone Inc.

Financial Services
78
New
$148.45 - $199.05 $11.6K - $15.5K
78 $13K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
92
+ 49.2%
$126.68 - $134.74 $11.7K - $12.4K
279 $35K
CMI
Cummins Inc

Industrials
33
+ 1.43%
$324.93 - $383.42 $10.7K - $12.7K
2.34K $815K
SOFI
So Fi Technologies, Inc.

Financial Services
800
New
$7.63 - $16.88 $6.1K - $13.5K
800 $12K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.3K
New
$9.24 - $13.94 $12K - $18.1K
1.3K $12K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
272
+ 7.08%
$44.33 - $49.55 $12.1K - $13.5K
4.11K $184K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
676
New
$17.93 - $18.8 $12.1K - $12.7K
676 $12K
ABBV
Abb Vie Inc.

Healthcare
61
+ 16.18%
$164.99 - $203.87 $10.1K - $12.4K
438 $77K
WFC
Wells Fargo & Company

Financial Services
168
New
$54.98 - $77.35 $9.24K - $13K
168 $11K
DFS
Discover Financial Services

Financial Services
69
New
$136.3 - $182.67 $9.4K - $12.6K
69 $11K
FNDA
Schwab Fundamental U S Small C

ETFs
357
+ 100.0%
$29.26 - $59.11 $10.4K - $21.1K
714 $21K
Activity Summary
Buys All Purchases 289 New Holdings 83 Increased Positions 206 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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