Castleview Partners, LLC Incresed Positions in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DDM
Proshares Ultra Dow30

ETFs
5.67K
+ 169.12%
$92.63 - $107.31 $526K - $609K
9.03K $860K
BMY
Bristol Myers Squibb CO

Healthcare
5.75K
+ 11.63%
$51.92 - $59.94 $299K - $345K
55.2K $3.12M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.35K
+ 121.43%
$46.48 - $51.32 $295K - $326K
11.6K $557K
LLY
Eli Lilly & CO

Healthcare
301
+ 76.01%
$727.2 - $932.06 $219K - $281K
697 $538K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.1K
+ 331.1%
$15.9 - $17.05 $209K - $224K
17.1K $284K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.35K
+ 247.76%
$26.01 - $28.19 $191K - $207K
10.3K $269K
NICE
Nice Ltd.

Technology
1.11K
+ 219.09%
$164.71 - $199.17 $183K - $222K
1.62K $275K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.95K
+ 181.66%
$94.77 - $97.36 $185K - $190K
3.03K $288K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.8K
+ 23.53%
$91.29 - $91.8 $164K - $165K
9.44K $863K
NVDA
Nvidia Corp

Technology
1.14K
+ 17.46%
$117.0 - $148.88 $134K - $170K
7.69K $1.03M
KO
Coca Cola CO

Consumer Defensive
2.1K
+ 48.69%
$61.74 - $71.71 $130K - $151K
6.43K $400K
TJX
Tjx Companies Inc

Consumer Cyclical
1.04K
+ 22.73%
$112.15 - $127.2 $117K - $133K
5.64K $681K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.76K
+ 34.45%
$43.97 - $45.33 $122K - $125K
10.8K $484K
ORCL
Oracle Corp

Technology
702
+ 13.91%
$165.41 - $192.43 $116K - $135K
5.75K $957K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.46K
+ 481.87%
$32.65 - $33.68 $113K - $116K
4.17K $136K
GOOGL
Alphabet Inc.

Communication Services
511
+ 19.69%
$161.86 - $196.66 $82.7K - $100K
3.11K $587K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.27K
+ 300.0%
$25.93 - $105.3 $84.9K - $345K
4.36K $121K
TSLA
Tesla, Inc.

Consumer Cyclical
211
+ 6.58%
$213.65 - $479.86 $45.1K - $101K
3.42K $1.38M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
635
+ 512.1%
$125.5 - $148.67 $79.7K - $94.4K
759 $100K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.08K
+ 4.84%
$20.6 - $20.71 $84K - $84.4K
88.3K $1.82M
META
Meta Platforms, Inc.

Communication Services
142
+ 15.54%
$554.08 - $632.68 $78.7K - $89.8K
1.06K $622K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.38K
+ 34.03%
$16.99 - $27.42 $57.4K - $92.7K
13.3K $303K
BALL
Ball Corp

Consumer Cyclical
1.39K
+ 55.66%
$54.84 - $67.94 $76.3K - $94.6K
3.89K $213K
CYBR
Cyber Ark Software Ltd.

Technology
199
+ 30.76%
$274.1 - $333.15 $54.5K - $66.3K
846 $281K
GILD
Gilead Sciences, Inc.

Healthcare
674
+ 19.26%
$83.95 - $97.9 $56.6K - $66K
4.17K $385K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
2.13K
+ 9.08%
$25.26 - $26.59 $53.9K - $56.7K
25.6K $649K
PSLV
Sprott Physical Silver Trust

Financial Services
5.54K
+ 5.73%
$9.65 - $11.76 $53.5K - $65.2K
102K $987K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.51K
+ 14.63%
$29.25 - $33.27 $44.1K - $50.1K
11.8K $381K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.34K
+ 10.5%
$33.77 - $44.09 $45.2K - $59K
14.1K $477K
XOM
Exxon Mobil Corp

Energy
411
+ 8.71%
$105.51 - $125.37 $43.4K - $51.5K
5.13K $551K
SONY
Sony Group Corp

Technology
1.85K
+ 399.35%
$17.53 - $96.8 $32.3K - $179K
2.31K $48K
AMD
Advanced Micro Devices Inc

Technology
313
+ 37.13%
$118.88 - $172.8 $37.2K - $54.1K
1.16K $139K
ZTS
Zoetis Inc.

Healthcare
215
+ 7.35%
$162.24 - $194.42 $34.9K - $41.8K
3.14K $511K
CVX
Chevron Corp

Energy
244
+ 11.73%
$141.15 - $162.53 $34.4K - $39.7K
2.33K $336K
AVGO
Broadcom Inc.

Technology
152
+ 103.4%
$159.67 - $250.0 $24.3K - $38K
299 $69K
CAT
Caterpillar Inc

Industrials
88
+ 8.43%
$360.37 - $416.88 $31.7K - $36.7K
1.13K $410K
JPM
Jpmorgan Chase & CO

Financial Services
134
+ 3.13%
$205.18 - $250.29 $27.5K - $33.5K
4.41K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.74K
+ 93.04%
$18.41 - $40.87 $32K - $71.1K
3.61K $66K
PLTR
Palantir Technologies Inc.

Technology
432
+ 22.22%
$36.46 - $82.38 $15.8K - $35.6K
2.38K $179K
USFR
Wisdomtree Floating Rate Treas

ETFs
625
+ 88.78%
$50.23 - $50.46 $31.4K - $31.5K
1.33K $66K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
530
+ 4.52%
$45.39 - $62.98 $24.1K - $33.4K
12.2K $695K
LYB
Lyondell Basell Industries N.V.

Basic Materials
402
+ 19.87%
$72.97 - $96.75 $29.3K - $38.9K
2.43K $180K
SGOL
Abrdn Gold ETF Trust

ETFs
1.21K
+ 99.1%
$24.46 - $26.62 $29.6K - $32.2K
2.43K $60K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.03K
+ 201.57%
$26.93 - $84.95 $27.7K - $87.3K
1.54K $42K
PFE
Pfizer Inc

Healthcare
1.09K
+ 13.38%
$24.8 - $30.19 $26.9K - $32.8K
9.2K $244K
PM
Philip Morris International Inc.

Consumer Defensive
224
+ 2.21%
$118.38 - $133.06 $26.5K - $29.8K
10.4K $1.25M
PANW
Palo Alto Networks Inc

Technology
145
+ 233.87%
$181.96 - $405.9 $26.4K - $58.9K
207 $37K
SPTL
Spdr Portfolio Long Term Treas

ETFs
993
+ 49.72%
$26.05 - $29.17 $25.9K - $29K
2.99K $78K
SWK
Stanley Black & Decker, Inc.

Industrials
324
+ 11.69%
$79.07 - $109.36 $25.6K - $35.4K
3.1K $248K
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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