Castleview Partners, LLC Incresed Positions in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOL
Abrdn Gold ETF Trust

ETFs
353
+ 40.72%
$22.26 - $25.51 $7.86K - $9.01K
1.22K $30K
T
At&T Inc.

Communication Services
350
+ 2.7%
$18.21 - $22.28 $6.37K - $7.8K
13.3K $293K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
374
+ 17.39%
$20.69 - $21.17 $7.74K - $7.92K
2.53K $53K
DIS
Walt Disney CO

Communication Services
84
+ 1.88%
$85.6 - $98.61 $7.19K - $8.28K
4.55K $437K
ITW
Illinois Tool Works Inc

Industrials
24
+ 4.63%
$233.14 - $263.97 $5.6K - $6.34K
542 $142K
FAST
Fastenal CO

Industrials
87
+ 2.0%
$62.09 - $71.83 $5.4K - $6.25K
4.43K $316K
DELL
Dell Technologies Inc.

Technology
50
+ 50.0%
$87.89 - $145.97 $4.39K - $7.3K
150 $17K
STRA
Strategic Education, Inc.

Consumer Defensive
73
+ 2.11%
$91.35 - $120.83 $6.67K - $8.82K
3.53K $326K
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 4.11%
$255.18 - $283.2 $4.85K - $5.38K
481 $136K
BOKF
Bok Financial Corp

Financial Services
47
+ 42.73%
$87.91 - $107.34 $4.13K - $5.04K
157 $16K
FITB
Fifth Third Bancorp

Financial Services
112
+ 2.79%
$36.01 - $43.64 $4.03K - $4.89K
4.12K $176K
WEX
Wex Inc.

Technology
23
+ 51.11%
$168.01 - $209.77 $3.86K - $4.82K
68 $14K
ATO
Atmos Energy Corp

Utilities
36
+ 43.37%
$114.08 - $138.75 $4.11K - $5K
119 $16K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
177
+ 1.0%
$28.1 - $29.89 $4.97K - $5.29K
17.9K $535K
WAT
Waters Corp

Healthcare
14
+ 40.0%
$282.7 - $359.89 $3.96K - $5.04K
49 $17K
DGX
Quest Diagnostics Inc

Healthcare
33
+ 45.83%
$137.09 - $137.09 $4.52K - $4.52K
105 $14K
MMS
Maximus, Inc.

Industrials
49
+ 43.75%
$84.08 - $93.17 $4.12K - $4.57K
161 $15K
MAS
Masco Corp

Industrials
60
+ 36.81%
$64.7 - $83.94 $3.88K - $5.04K
223 $18K
PKG
Packaging Corp Of America

Consumer Cyclical
23
+ 41.82%
$176.32 - $215.7 $4.06K - $4.96K
78 $16K
RGA
Reinsurance Group Of America Inc

Financial Services
27
+ 45.0%
$192.62 - $225.79 $5.2K - $6.1K
87 $18K
HQY
Healthequity, Inc.

Healthcare
57
+ 43.85%
$67.98 - $86.62 $3.87K - $4.94K
187 $15K
PNW
Pinnacle West Capital Corp

Utilities
57
+ 41.91%
$75.52 - $91.31 $4.3K - $5.2K
193 $17K
LFUS
Littelfuse Inc

Technology
18
+ 46.15%
$233.9 - $274.34 $4.21K - $4.94K
57 $15K
GNTX
Gentex Corp

Consumer Cyclical
144
+ 44.17%
$28.39 - $35.19 $4.09K - $5.07K
470 $13K
DOX
Amdocs LTD

Technology
45
+ 42.86%
$78.13 - $87.85 $3.52K - $3.95K
150 $13K
AFG
American Financial Group Inc

Financial Services
33
+ 42.31%
$119.65 - $137.03 $3.95K - $4.52K
111 $14K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
46
+ 9.91%
$77.02 - $85.06 $3.54K - $3.91K
510 $43K
LECO
Lincoln Electric Holdings Inc

Industrials
23
+ 47.92%
$173.3 - $211.48 $3.99K - $4.86K
71 $13K
DLB
Dolby Laboratories, Inc.

Industrials
49
+ 41.88%
$66.75 - $81.27 $3.27K - $3.98K
166 $12K
WTRG
Essential Utilities, Inc.

Utilities
100
+ 39.68%
$36.74 - $41.49 $3.67K - $4.15K
352 $13K
MGY
Magnolia Oil & Gas Corp

Energy
190
+ 42.13%
$23.16 - $27.25 $4.4K - $5.18K
641 $15K
EEFT
Euronet Worldwide, Inc.

Technology
41
+ 42.71%
$92.68 - $108.63 $3.8K - $4.45K
137 $13K
CBOE
Cboe Global Markets, Inc.

Financial Services
20
+ 43.48%
$168.57 - $213.65 $3.37K - $4.27K
66 $13K
BRKR
Bruker Corp

Healthcare
57
+ 42.54%
$60.3 - $70.67 $3.44K - $4.03K
191 $13K
MOH
Molina Healthcare, Inc.

Healthcare
13
+ 48.15%
$283.98 - $360.73 $3.69K - $4.69K
40 $13K
SSO
Proshares Ultra S&P 500

ETFs
31
+ 0.68%
$73.92 - $90.17 $2.29K - $2.8K
4.62K $416K
TFC
Truist Financial Corp

Financial Services
69
+ 1.36%
$38.22 - $44.94 $2.64K - $3.1K
5.13K $219K
XRAY
Dentsply Sirona Inc.

Healthcare
108
+ 40.15%
$23.63 - $27.54 $2.55K - $2.97K
377 $10K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
50
+ 42.74%
$53.01 - $82.74 $2.65K - $4.14K
167 $10K
TTC
Toro CO

Industrials
37
+ 43.02%
$81.82 - $99.44 $3.03K - $3.68K
123 $10K
NNN
National Retail Properties, Inc.

Real Estate
57
+ 23.08%
$42.12 - $48.79 $2.4K - $2.78K
304 $14K
ACGL
Arch Capital Group Ltd.

Financial Services
34
+ 0.39%
$94.47 - $114.25 $3.21K - $3.88K
8.81K $985K
COLD
Americold Realty Trust

Real Estate
115
+ 26.62%
$25.65 - $30.24 $2.95K - $3.48K
547 $15K
INCY
Incyte Corp

Healthcare
48
+ 43.64%
$57.33 - $68.61 $2.75K - $3.29K
158 $10K
SCHP
Schwab Strategic Us Tips ETF

ETFs
44
+ 16.54%
$51.58 - $53.79 $2.27K - $2.37K
310 $16K
GPN
Global Payments Inc

Industrials
13
+ 10.32%
$92.66 - $112.97 $1.2K - $1.47K
139 $14K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
198
+ 0.66%
$12.67 - $14.36 $2.51K - $2.84K
30.1K $404K
PFE
Pfizer Inc

Healthcare
99
+ 1.23%
$27.7 - $31.39 $2.74K - $3.11K
8.12K $234K
BA
Boeing CO

Industrials
8
+ 0.86%
$152.04 - $190.6 $1.22K - $1.52K
941 $143K
Activity Summary
Buys All Purchases 251 New Holdings 42 Increased Positions 209 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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