Castleview Partners, LLC Incresed Positions in Q2 2025

Castleview Partners, LLC

  • $112 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.5K
+ 65.15%
$172.42 - $223.89 $2.33M - $3.02M
34.2K $7.02M
FDVV
Fidelity High Dividend ETF

ETFs
28K
+ 107.22%
$43.6 - $52.02 $1.22M - $1.46M
54.1K $2.81M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
34K
+ 225.84%
$24.61 - $25.89 $837K - $880K
49.1K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 17.82%
$221.86 - $362.89 $302K - $494K
8.99K $2.86M
QLD
Proshares Ultra Qqq

ETFs
3.46K
+ 28.46%
$69.34 - $117.71 $240K - $407K
15.6K $1.84M
HD
Home Depot, Inc.

Consumer Cyclical
1.47K
+ 38.44%
$335.24 - $380.78 $494K - $561K
5.31K $1.95M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.88K
+ 51.06%
$91.43 - $91.74 $537K - $539K
17.4K $1.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
330
+ 6.08%
$496.48 - $617.85 $164K - $204K
5.76K $3.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.39K
+ 21.85%
$50.36 - $50.68 $473K - $476K
52.4K $2.65M
UNH
Unitedhealth Group Inc

Healthcare
1.41K
+ 326.68%
$274.35 - $599.47 $386K - $844K
1.84K $573K
XLP
Consumer Staples Sector Spdr

ETFs
3.83K
+ 76.73%
N/A
8.83K $671K
COP
Conocophillips

Energy
9.1K
+ 24.48%
$82.66 - $106.1 $752K - $965K
46.3K $4.15M
JPM
Jpmorgan Chase & CO

Financial Services
343
+ 18.9%
$210.28 - $289.91 $72.1K - $99.4K
2.16K $625K
PAVE
Global X Fds Us Infrastructure

ETFs
3.04K
+ 37.2%
$33.78 - $43.68 $103K - $133K
11.2K $488K
T
At&T Inc.

Communication Services
5.75K
+ 42.27%
$26.33 - $28.94 $151K - $166K
19.4K $560K
SGOL
Abrdn Gold ETF Trust

ETFs
4.16K
+ 22.86%
$28.39 - $32.75 $118K - $136K
22.4K $705K
SBUX
Starbucks Corp

Consumer Cyclical
1.87K
+ 90.94%
$79.69 - $99.41 $149K - $185K
3.92K $359K
GS
Goldman Sachs Group Inc

Financial Services
106
+ 22.41%
$462.22 - $707.75 $49K - $75K
579 $409K
WMT
Walmart Inc.

Consumer Defensive
652
+ 8.83%
$81.79 - $99.98 $53.3K - $65.2K
8.04K $785K
MS
Morgan Stanley

Financial Services
517
+ 20.97%
$99.83 - $140.86 $51.6K - $72.8K
2.98K $420K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
729
+ 12.19%
$57.46 - $75.58 $41.9K - $55.1K
6.71K $507K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.49K
+ 49.85%
$82.21 - $83.12 $122K - $124K
4.48K $371K
ADBE
Adobe Inc.

Technology
298
+ 24.33%
$340.0 - $420.68 $101K - $125K
1.52K $589K
PAYC
Paycom Software, Inc.

Technology
446
+ 42.08%
$193.07 - $265.71 $86.1K - $119K
1.51K $348K
PSLV
Sprott Physical Silver Trust

Financial Services
5.53K
+ 18.66%
$9.98 - $12.51 $55.2K - $69.2K
35.2K $430K
REZ
Ishares Tr Residential And Mul

ETFs
1.11K
+ 35.78%
$76.14 - $86.35 $84.3K - $95.6K
4.2K $345K
IBM
International Business Machines Corp

Technology
65
+ 5.11%
$221.03 - $294.78 $14.4K - $19.2K
1.34K $394K
CAT
Caterpillar Inc

Industrials
67
+ 8.77%
$273.94 - $388.21 $18.4K - $26K
831 $322K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
107
+ 1.14%
$41.45 - $54.46 $4.44K - $5.83K
9.49K $494K
GOOGL
Alphabet Inc.

Communication Services
157
+ 11.89%
$144.7 - $178.6 $22.7K - $28K
1.48K $260K
GILD
Gilead Sciences, Inc.

Healthcare
513
+ 13.81%
$96.91 - $113.0 $49.7K - $58K
4.23K $468K
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
TFC
Truist Financial Corp

Financial Services
399
+ 7.04%
$34.79 - $42.99 $13.9K - $17.2K
6.07K $260K
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
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
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