Castleview Partners, LLC Incresed Positions in Q4 2025

Castleview Partners, LLC

  • $145 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
2.62K
+ 572.93%
$835.79 - $946.29 $2.19M - $2.48M
3.08K $2.58M
QLD
Proshares Ultra Qqq

ETFs
8.75K
+ 44.33%
$131.81 - $152.77 $1.15M - $1.34M
28.5K $3.97M
COP
Conocophillips

Energy
15K
+ 29.6%
$85.66 - $95.46 $1.28M - $1.43M
65.6K $5.82M
AMGN
Amgen Inc

Healthcare
948
+ 8.12%
$290.13 - $341.71 $275K - $324K
12.6K $4.31M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
190K
+ 85.16%
$4.97 - $5.35 $943K - $1.01M
412K $2.08M
DDM
Proshares Ultra Dow30

ETFs
6.95K
+ 215.56%
$102.97 - $116.09 $716K - $807K
10.2K $1.12M
BMY
Bristol Myers Squibb CO

Healthcare
11.5K
+ 15.54%
$42.6 - $49.08 $490K - $565K
85.5K $4M
HD
Home Depot, Inc.

Consumer Cyclical
3.23K
+ 29.55%
$358.03 - $397.02 $1.16M - $1.28M
14.2K $5.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.8K
+ 18.36%
$50.57 - $50.77 $645K - $648K
82.3K $4.17M
AVGO
Broadcom Inc.

Technology
1.54K
+ 67.54%
$324.63 - $385.98 $501K - $596K
3.83K $1.31M
SSO
Proshares Ultra S&P 500

ETFs
3.32K
+ 121.35%
$107.49 - $118.65 $357K - $394K
6.06K $684K
SPY
Spdr S&P 500 ETF Trust

ETFs
474
+ 8.18%
$653.02 - $687.39 $310K - $326K
6.27K $4.17M
XOM
Exxon Mobil Corp

Energy
2.41K
+ 45.31%
$110.64 - $119.78 $267K - $289K
7.74K $910K
PGR
Progressive Corp

Financial Services
1.37K
+ 63.98%
$203.7 - $246.46 $279K - $338K
3.51K $791K
TSLA
Tesla, Inc.

Consumer Cyclical
1.36K
+ 16.0%
$401.99 - $468.37 $546K - $636K
9.85K $4.03M
UNH
Unitedhealth Group Inc

Healthcare
1.31K
+ 16.99%
$320.52 - $369.92 $419K - $483K
9K $2.89M
CVX
Chevron Corp

Energy
1.3K
+ 46.56%
$148.9 - $157.72 $194K - $205K
4.09K $633K
FDVV
Fidelity High Dividend ETF

ETFs
2.66K
+ 4.51%
$54.66 - $56.68 $145K - $151K
61.6K $3.45M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
3.22K
+ 10.81%
$43.01 - $44.1 $139K - $142K
33K $1.44M
JPM
Jpmorgan Chase & CO

Financial Services
565
+ 29.44%
$294.11 - $320.41 $166K - $181K
2.48K $746K
TFC
Truist Financial Corp

Financial Services
2.95K
+ 42.68%
$41.09 - $45.64 $121K - $134K
9.85K $441K
CAT
Caterpillar Inc

Industrials
101
+ 11.4%
$480.82 - $585.49 $48.6K - $59.1K
987 $544K
GILD
Gilead Sciences, Inc.

Healthcare
493
+ 10.92%
$110.56 - $125.2 $54.5K - $61.7K
5.01K $621K
T
At&T Inc.

Communication Services
6.56K
+ 31.16%
$24.44 - $27.55 $160K - $181K
27.6K $703K
JNJ
Johnson & Johnson

Healthcare
344
+ 14.53%
$185.98 - $199.58 $64K - $68.7K
2.71K $541K
KO
Coca Cola CO

Consumer Defensive
1.07K
+ 22.32%
$66.1 - $71.61 $70.9K - $76.8K
5.88K $415K
IBM
International Business Machines Corp

Technology
246
+ 17.02%
$275.97 - $314.98 $67.9K - $77.5K
1.69K $502K
NVDA
Nvidia Corp

Technology
485
+ 5.28%
$179.83 - $207.04 $87.2K - $100K
9.67K $1.8M
UPS
United Parcel Service Inc

Industrials
683
+ 28.07%
$82.87 - $97.4 $56.6K - $66.5K
3.12K $293K
DUK
Duke Energy Corp

Utilities
693
+ 27.37%
$121.57 - $129.03 $84.2K - $89.4K
3.23K $403K
EPD
Enterprise Products Partners L.P.

Energy
2.09K
+ 12.12%
$30.19 - $32.26 $63.2K - $67.5K
19.4K $624K
MSFT
Microsoft Corp

Technology
255
+ 6.0%
$496.82 - $542.07 $127K - $138K
4.51K $2.29M
EXPD
Expeditors International Of Washington Inc

Industrials
215
+ 7.3%
$113.13 - $140.68 $24.3K - $30.2K
3.16K $437K
AGNC
Agnc Investment Corp.

Real Estate
5.95K
+ 17.4%
$9.88 - $10.34 $58.8K - $61.6K
40.2K $407K
AMCR
Amcor PLC

Consumer Cyclical
7.45K
+ 25.06%
$7.82 - $8.58 $58.3K - $63.9K
37.2K $315K
MS
Morgan Stanley

Financial Services
426
+ 15.89%
$151.86 - $169.92 $64.7K - $72.4K
3.11K $495K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.05K
+ 25.97%
$56.0 - $63.38 $59K - $66.8K
5.11K $299K
PFE
Pfizer Inc

Healthcare
2.32K
+ 20.78%
$24.23 - $27.37 $56.3K - $63.6K
13.5K $338K
GLD
Spdr Gold Trust

ETFs
59
+ 3.99%
$354.79 - $403.15 $20.9K - $23.8K
1.54K $577K
SWK
Stanley Black & Decker, Inc.

Industrials
1.3K
+ 31.12%
$64.43 - $75.42 $83.8K - $98K
5.48K $359K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.01K
+ 19.54%
$42.26 - $44.28 $42.7K - $44.8K
6.19K $270K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
791
+ 9.5%
$49.42 - $51.28 $39.1K - $40.6K
9.12K $461K
FITB
Fifth Third Bancorp

Financial Services
1.18K
+ 21.48%
$40.36 - $44.41 $47.5K - $52.2K
6.65K $283K
ACGL
Arch Capital Group Ltd.

Financial Services
305
+ 6.73%
$84.72 - $94.1 $25.8K - $28.7K
4.83K $447K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.09K
+ 26.69%
$42.38 - $49.47 $46.2K - $53.9K
5.17K $234K
PG
Procter & Gamble CO

Consumer Defensive
501
+ 9.64%
$145.5 - $153.18 $72.9K - $76.7K
5.7K $830K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
396
+ 3.36%
$54.27 - $56.85 $21.5K - $22.5K
12.2K $684K
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 0.8%
$616.15 - $722.94 $2.46K - $2.89K
505 $348K
FTSL
First Trust Senior Ln Fund

ETFs
602
+ 10.73%
$45.62 - $45.98 $27.5K - $27.7K
6.21K $285K
Activity Summary
Buys All Purchases 132 New Holdings 34 Increased Positions 98 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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