Castleview Partners, LLC Purchases in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
10
+ 2.33%
$202.84 - $236.0 $2.03K - $2.36K
440 $99K
WTRG
Essential Utilities, Inc.

Utilities
21
+ 5.97%
$36.18 - $40.55 $760 - $852
373 $13K
CVY
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.92%
$24.81 - $27.22 $719 - $789
3.19K $80K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
20
+ 1.45%
$36.54 - $37.53 $731 - $751
1.4K $51K
BOKF
Bok Financial Corp

Financial Services
9
+ 5.73%
$101.23 - $119.67 $911 - $1.08K
166 $17K
CBOE
Cboe Global Markets, Inc.

Financial Services
4
+ 6.06%
$191.61 - $217.84 $766 - $871
70 $13K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.58%
N/A
346 $63K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 3.91%
$101.77 - $113.02 $509 - $565
133 $14K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.2%
$486.1 - $608.57 $486 - $609
495 $283K
ICF
Ishares Tr

ETFs
13
+ 0.8%
$58.8 - $66.61 $764 - $866
1.63K $98K
VTV
Vanguard Value ETF

ETFs
2
+ 0.68%
$168.32 - $181.87 $337 - $364
297 $50K
ATO
Atmos Energy Corp

Utilities
7
+ 5.88%
$136.41 - $151.43 $955 - $1.06K
126 $17K
NNN
National Retail Properties, Inc.

Real Estate
20
+ 6.58%
$39.77 - $49.34 $795 - $987
324 $13K
DOX
Amdocs LTD

Technology
9
+ 6.0%
$82.94 - $92.86 $746 - $836
159 $13K
AMH
American Homes 4 Rent

Real Estate
4
+ 0.5%
$35.02 - $39.25 $140 - $157
802 $30K
AFG
American Financial Group Inc

Financial Services
8
+ 7.21%
$126.81 - $149.08 $1.01K - $1.19K
119 $16K
GNRC
Generac Holdings Inc.

Industrials
2
+ 0.55%
$154.28 - $195.11 $309 - $390
368 $57K
LECO
Lincoln Electric Holdings Inc

Industrials
4
+ 5.63%
$187.47 - $219.94 $750 - $880
75 $14K
MAS
Masco Corp

Industrials
15
+ 6.73%
$72.52 - $85.73 $1.09K - $1.29K
238 $17K
HAP
Vaneck ETF Tr Natural Resource

ETFs
15
+ 2.63%
$45.28 - $53.12 $679 - $797
585 $26K
MGY
Magnolia Oil & Gas Corp

Energy
41
+ 6.4%
$22.89 - $28.79 $938 - $1.18K
682 $15K
PKG
Packaging Corp Of America

Consumer Cyclical
4
+ 5.13%
$211.98 - $248.85 $848 - $995
82 $18K
TTC
Toro CO

Industrials
7
+ 5.69%
$80.1 - $88.44 $561 - $619
130 $10K
LFUS
Littelfuse Inc

Technology
3
+ 5.26%
$233.99 - $262.18 $702 - $787
60 $14K
RGA
Reinsurance Group Of America Inc

Financial Services
5
+ 5.75%
$201.26 - $231.95 $1.01K - $1.16K
92 $19K
DGX
Quest Diagnostics Inc

Healthcare
7
+ 6.67%
N/A
112 $15K
INCY
Incyte Corp

Healthcare
10
+ 6.33%
$65.08 - $83.38 $651 - $834
168 $11K
FNF
Fidelity National Financial, Inc.

Financial Services
19
+ 1.88%
$55.19 - $63.83 $1.05K - $1.21K
1.03K $57K
JBHT
Hunt J B Transport Services Inc

Industrials
5
+ 1.53%
$164.22 - $197.19 $821 - $986
332 $56K
PNW
Pinnacle West Capital Corp

Utilities
12
+ 6.22%
$84.03 - $94.52 $1.01K - $1.13K
205 $17K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
15
+ 0.7%
$20.05 - $20.15 $301 - $302
2.15K $43K
Texas Cap Tex Equity Index E
14.7K
New
N/A
14.7K $0
Super Micro Computer Inc
2.62K
New
N/A
2.62K $0
ALB
Albemarle Corp

Basic Materials
1
+ 0.46%
$86.08 - $111.3 $86.1 - $111
219 $18K
Texas Cap Tex Equity Index E
29.5K
New
N/A
29.5K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
387
+ 14.87%
N/A
2.99K $0
Texas Cap Tex Equity Index E
48.4K
New
N/A
48.4K $0
Bunge Global Sa
5
+ 1.0%
N/A
506 $0
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.3%
$49.06 - $57.74 $245 - $289
1.67K $87K
Vaneck ETF Trust
18.4K
+ 95.51%
N/A
37.6K $0
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.27%
$280.08 - $307.97 $280 - $308
377 $110K
Blackrock Inc
1.06K
New
N/A
1.06K $0
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.82%
$250.81 - $283.3 $502 - $567
247 $62K
NSP
Insperity, Inc.

Industrials
2
+ 0.37%
$72.51 - $88.91 $145 - $178
541 $41K
Kenvue Inc
10
+ 1.89%
N/A
540 $0
KHC
Kraft Heinz CO

Consumer Defensive
5
+ 0.7%
$30.1 - $36.02 $151 - $180
723 $22K
Grayscale Bitcoin Mini Tr Et
8.24K
New
N/A
8.24K $0
Linde PLC
64
New
N/A
64 $0
Graniteshares ETF Tr
183
New
N/A
183 $0
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
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