Castleview Partners, LLC Incresed Positions in Q3 2025

Castleview Partners, LLC

  • $126 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
5.63K
+ 106.03%
$357.4 - $423.42 $2.01M - $2.38M
10.9K $4.43M
AAPL
Apple Inc.

Technology
2.83K
+ 8.26%
$202.38 - $256.87 $572K - $726K
37.1K $9.43M
UNH
Unitedhealth Group Inc

Healthcare
5.86K
+ 318.38%
$237.77 - $353.61 $1.39M - $2.07M
7.69K $2.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.21K
+ 126.82%
$567.77 - $614.76 $1.25M - $1.36M
3.95K $2.42M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.2K
+ 32.78%
$50.47 - $50.74 $866K - $871K
69.5K $3.53M
QLD
Proshares Ultra Qqq

ETFs
4.13K
+ 26.48%
$115.66 - $138.31 $478K - $571K
19.7K $2.71M
ELV
Elevance Health, Inc.

Healthcare
3.09K
+ 86.71%
$274.66 - $395.76 $847K - $1.22M
6.64K $2.15M
COP
Conocophillips

Energy
4.4K
+ 9.5%
$91.0 - $98.99 $400K - $435K
50.7K $4.79M
NVDA
Nvidia Corp

Technology
2.19K
+ 31.27%
$153.3 - $186.58 $335K - $408K
9.18K $1.71M
OUNZ
Van Eck Merk Gold Trust

ETFs
6.75K
+ 10.36%
$31.49 - $37.19 $212K - $251K
71.9K $2.67M
FDVV
Fidelity High Dividend ETF

ETFs
4.85K
+ 8.97%
$52.42 - $55.71 $254K - $270K
58.9K $3.28M
AMGN
Amgen Inc

Healthcare
1.03K
+ 9.7%
$271.18 - $309.22 $280K - $319K
11.7K $3.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 0.59%
$617.65 - $666.84 $21K - $22.7K
5.79K $3.86M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
663
+ 6.98%
$50.79 - $76.4 $33.7K - $50.7K
10.2K $775K
TQQQ
Proshares Ultrapro Qqq

ETFs
863
+ 12.69%
$80.89 - $104.72 $69.8K - $90.4K
7.66K $792K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.52K
+ 56.35%
$82.38 - $83.0 $208K - $209K
7K $580K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
1.94K
+ 26.32%
$94.71 - $99.8 $184K - $194K
9.33K $925K
XLE
Energy Sector Spdr

ETFs
1.45K
+ 17.62%
$84.25 - $91.99 $122K - $133K
9.69K $865K
REZ
Ishares Tr Residential And Mul

ETFs
1.63K
+ 38.8%
$81.06 - $85.23 $132K - $139K
5.83K $495K
XLB
Select Sector Spdr Fd Material

ETFs
1.52K
+ 25.57%
$86.72 - $92.61 $132K - $141K
7.48K $670K
PSLV
Sprott Physical Silver Trust

Financial Services
1.61K
+ 4.57%
$12.24 - $15.73 $19.7K - $25.3K
36.8K $577K
BMY
Bristol Myers Squibb CO

Healthcare
4.57K
+ 6.58%
$43.31 - $48.98 $198K - $224K
74K $3.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.25%
$420.11 - $472.68 $2.52K - $2.84K
2.39K $1.12M
PGR
Progressive Corp

Financial Services
577
+ 36.85%
$238.61 - $264.3 $138K - $153K
2.14K $529K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
461
+ 23.02%
$105.16 - $140.03 $48.5K - $64.6K
2.46K $334K
JNJ
Johnson & Johnson

Healthcare
175
+ 7.98%
$155.17 - $185.42 $27.2K - $32.4K
2.37K $438K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
642
+ 1.32%
$42.43 - $45.05 $27.2K - $28.9K
49.3K $2.17M
CAT
Caterpillar Inc

Industrials
55
+ 6.62%
$390.92 - $477.15 $21.5K - $26.2K
886 $422K
MSFT
Microsoft Corp

Technology
24
+ 0.57%
$491.09 - $535.64 $11.8K - $12.9K
4.25K $2.2M
XOM
Exxon Mobil Corp

Energy
605
+ 12.82%
$105.83 - $117.22 $64K - $70.9K
5.33K $600K
DDM
Proshares Ultra Dow30

ETFs
542
+ 20.19%
$95.33 - $107.65 $51.7K - $58.3K
3.23K $346K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
887
+ 5.1%
$91.44 - $91.77 $81.1K - $81.4K
18.3K $1.68M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
1.4K
+ 20.18%
$47.07 - $50.11 $65.9K - $70.1K
8.33K $414K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.86K
+ 32.07%
$46.51 - $50.07 $86.4K - $93K
7.65K $358K
EPD
Enterprise Products Partners L.P.

Energy
2.19K
+ 14.53%
$30.74 - $32.14 $67.3K - $70.4K
17.3K $539K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.77K
+ 8.63%
$23.27 - $25.46 $41.3K - $45.1K
22.3K $551K
TJX
Tjx Companies Inc

Consumer Cyclical
192
+ 9.9%
$121.35 - $144.54 $23.3K - $27.8K
2.13K $308K
VZ
Verizon Communications Inc

Communication Services
1.45K
+ 22.0%
$40.84 - $45.06 $59.4K - $65.5K
8.06K $354K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
973
+ 5.4%
$33.95 - $36.08 $33K - $35.1K
19K $684K
SWK
Stanley Black & Decker, Inc.

Industrials
531
+ 14.56%
$66.98 - $79.52 $35.6K - $42.2K
4.18K $310K
PFE
Pfizer Inc

Healthcare
1.9K
+ 20.44%
$23.29 - $25.88 $44.2K - $49.1K
11.2K $284K
TFC
Truist Financial Corp

Financial Services
837
+ 13.8%
$42.83 - $47.07 $35.8K - $39.4K
6.9K $315K
CVX
Chevron Corp

Energy
144
+ 5.44%
$145.57 - $161.83 $21K - $23.3K
2.79K $433K
SCHG
Schwab Strategic Tr Us Large C

ETFs
360
+ 2.52%
$28.92 - $32.19 $10.4K - $11.6K
14.7K $468K
DUK
Duke Energy Corp

Utilities
268
+ 11.84%
$116.31 - $125.93 $31.2K - $33.7K
2.53K $313K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
447
+ 2.5%
$31.79 - $33.42 $14.2K - $14.9K
18.3K $611K
T
At&T Inc.

Communication Services
1.69K
+ 8.74%
$26.94 - $29.62 $45.6K - $50.1K
21.1K $594K
GILD
Gilead Sciences, Inc.

Healthcare
289
+ 6.84%
$108.22 - $120.47 $31.3K - $34.8K
4.52K $501K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
84
+ 3.17%
$110.74 - $122.12 $9.3K - $10.3K
2.73K $330K
Activity Summary
Buys All Purchases 99 New Holdings 27 Increased Positions 72 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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