Castleview Partners, LLC Incresed Positions in Q1 2025

Castleview Partners, LLC

  • $111 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
2.3K
+ 21.21%
$258.59 - $327.36 $595K - $753K
13.2K $4.1M
ETN
Eaton Corp PLC

Industrials
4.46K
+ 664.83%
$271.83 - $371.23 $1.21M - $1.66M
5.13K $1.4M
COP
Conocophillips

Energy
8.99K
+ 31.93%
$88.6 - $105.85 $797K - $952K
37.2K $3.9M
BMY
Bristol Myers Squibb CO

Healthcare
12.7K
+ 23.02%
$53.9 - $63.11 $685K - $802K
67.9K $4.14M
SIVR
Abrdn Silver ETF Trust

ETFs
28.1K
+ 4117.45%
$28.07 - $32.82 $788K - $922K
28.8K $935K
PWR
Quanta Services, Inc.

Industrials
3.69K
+ 787.82%
$236.71 - $358.03 $873K - $1.32M
4.16K $1.06M
TQQQ
Proshares Ultrapro Qqq

ETFs
19.1K
+ 150.41%
$57.3 - $90.39 $1.1M - $1.73M
31.8K $1.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.15K
+ 449.37%
$85.29 - $92.57 $609K - $661K
8.74K $795K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.28K
+ 99.46%
$507.05 - $563.67 $648K - $720K
2.56K $1.32M
TSLA
Tesla, Inc.

Consumer Cyclical
4.22K
+ 123.35%
$222.15 - $428.22 $936K - $1.8M
7.63K $1.98M
ELV
Elevance Health, Inc.

Healthcare
842
+ 36.2%
$365.9 - $436.25 $308K - $367K
3.17K $1.38M
GLDM
World Gold Trust

ETFs
5.12K
+ 26.7%
$52.19 - $61.89 $267K - $317K
24.3K $1.5M
SGOL
Abrdn Gold ETF Trust

ETFs
15.8K
+ 649.28%
$25.14 - $29.82 $396K - $470K
18.2K $542K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
4.33K
+ 93.83%
$93.33 - $103.96 $404K - $451K
8.95K $895K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
785
+ 153.02%
$442.66 - $534.52 $347K - $420K
1.3K $691K
FSTA
Fidelity Covington Tr Msci Con

ETFs
7.26K
+ 528.6%
$48.3 - $52.85 $351K - $384K
8.64K $441K
CLOI
Vaneck ETF Tr

ETFs
5.94K
+ 15.69%
$52.68 - $53.16 $313K - $316K
43.8K $2.31M
FENY
Fidelity Covington Tr Msci Ene

ETFs
11.6K
+ 155.33%
$23.24 - $26.16 $269K - $302K
19K $485K
XLB
Select Sector Spdr Fd Material

ETFs
3.36K
+ 90.45%
$83.19 - $90.99 $280K - $306K
7.08K $608K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
6.27K
+ 573.99%
$39.53 - $46.13 $248K - $289K
7.36K $323K
VUG
Vanguard Growth ETF

ETFs
674
+ 1162.07%
$369.1 - $427.61 $249K - $288K
732 $271K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.74K
+ 6.26%
$42.18 - $45.16 $158K - $169K
63.4K $2.81M
SLB
Schlumberger Limited

Energy
5.08K
+ 421.58%
$38.4 - $43.74 $195K - $222K
6.29K $262K
KO
Coca Cola CO

Consumer Defensive
1.87K
+ 29.07%
$60.81 - $72.32 $114K - $135K
8.29K $593K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.07K
+ 21.95%
$91.45 - $91.75 $189K - $190K
11.5K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
1.9K
+ 1258.94%
$91.75 - $115.81 $174K - $220K
2.05K $201K
XLE
Energy Sector Spdr

ETFs
1.16K
+ 12.34%
$85.7 - $93.96 $99.2K - $109K
10.5K $984K
SSO
Proshares Ultra S&P 500

ETFs
2.38K
+ 58.51%
$80.57 - $100.21 $192K - $238K
6.45K $533K
EPD
Enterprise Products Partners L.P.

Energy
3.14K
+ 22.4%
$31.75 - $34.14 $99.6K - $107K
17.1K $585K
PAVE
Global X Fds Us Infrastructure

ETFs
3.66K
+ 81.03%
$37.31 - $43.82 $136K - $160K
8.17K $308K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.74K
+ 45.91%
$24.88 - $26.85 $118K - $127K
15.1K $380K
ZTS
Zoetis Inc.

Healthcare
623
+ 19.83%
$156.48 - $175.67 $97.5K - $109K
3.77K $619K
LLY
Eli Lilly & CO

Healthcare
53
+ 7.6%
$725.72 - $929.72 $38.5K - $49.3K
750 $619K
AVTR
Avantor, Inc.

Basic Materials
9.89K
+ 56.05%
$15.5 - $22.57 $153K - $223K
27.5K $446K
XLV
Select Sector Spdr Fund Health

ETFs
272
+ 7.21%
$137.61 - $149.68 $37.4K - $40.7K
4.05K $590K
LNG
Cheniere Energy, Inc.

Energy
150
+ 10.88%
$209.32 - $253.66 $31.4K - $38K
1.53K $353K
DDM
Proshares Ultra Dow30

ETFs
941
+ 10.42%
$86.94 - $105.52 $81.8K - $99.3K
9.97K $912K
REZ
Ishares Tr Residential And Mul

ETFs
392
+ 14.51%
$78.21 - $88.48 $30.7K - $34.7K
3.09K $267K
WMB
Williams Companies, Inc.

Energy
183
+ 4.25%
$54.02 - $61.09 $9.89K - $11.2K
4.49K $268K
SCHW
Schwab Charles Corp

Financial Services
241
+ 7.02%
$71.24 - $83.64 $17.2K - $20.2K
3.67K $287K
VZ
Verizon Communications Inc

Communication Services
62
+ 1.05%
$37.81 - $46.49 $2.34K - $2.88K
5.97K $270K
PG
Procter & Gamble CO

Consumer Defensive
110
+ 2.11%
$158.56 - $176.26 $17.4K - $19.4K
5.32K $906K
FTGC
First Trust Global Tactical CO

ETFs
139
+ 1.01%
$23.95 - $25.86 $3.33K - $3.59K
13.9K $353K
CSGP
Costar Group, Inc.

Real Estate
11
+ 0.44%
$69.29 - $80.37 $762 - $884
2.53K $200K
PAYC
Paycom Software, Inc.

Technology
16
+ 1.53%
$199.42 - $225.82 $3.19K - $3.61K
1.06K $231K
CL
Colgate Palmolive CO

Consumer Defensive
82
+ 3.91%
$85.68 - $97.5 $7.03K - $8K
2.18K $203K
FTSL
First Trust Senior Ln Fund

ETFs
375
+ 4.24%
$45.65 - $46.48 $17.1K - $17.4K
9.22K $421K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
404
+ 15.06%
$73.27 - $96.21 $29.6K - $38.9K
3.09K $226K
Vaneck ETF Trust
14K
+ 94.03%
N/A
28.8K $0
Activity Summary
Buys All Purchases 87 New Holdings 21 Increased Positions 66 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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