Castleview Partners, LLC Incresed Positions in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
9
+ 3.26%
$194.66 - $225.97 $1.75K - $2.03K
285 $62K
NFLX
Netflix Inc

Communication Services
3
+ 0.37%
$598.55 - $722.26 $1.8K - $2.17K
805 $570K
GBIL
Goldman Sachs Access Treasury

ETFs
9
+ 0.98%
$99.7 - $100.3 $897 - $903
925 $92K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.41%
$125.95 - $142.04 $252 - $284
487 $69K
SPYG
Spdr Portfolio

ETFs
8
+ 0.1%
$73.38 - $84.1 $587 - $673
8.35K $692K
FTSL
First Trust Senior Ln Fund

ETFs
12
+ 0.1%
$45.51 - $46.26 $546 - $555
12K $551K
GNRC
Generac Holdings Inc.

Industrials
4
+ 1.1%
$133.16 - $159.78 $533 - $639
366 $58K
FDX
Fedex Corp

Industrials
1
+ 0.83%
$254.64 - $313.52 $255 - $314
121 $33K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
81
+ 1.97%
$8.04 - $8.65 $651 - $701
4.2K $36K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.41%
$261.88 - $288.1 $262 - $288
245 $69K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.66%
$125.95 - $139.96 $378 - $420
459 $64K
IIPR
Innovative Industrial Properties Inc

Real Estate
8
+ 1.45%
$107.56 - $136.78 $860 - $1.09K
560 $75K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.3%
$75.47 - $83.18 $75.5 - $83.2
337 $28K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.45%
$97.81 - $108.79 $196 - $218
443 $48K
O
Realty Income Corp

Real Estate
25
+ 1.38%
$52.36 - $63.42 $1.31K - $1.59K
1.84K $116K
CVY
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.93%
$24.57 - $26.46 $713 - $767
3.16K $82K
NVO
Novo Nordisk A S

Healthcare
6
+ 0.24%
$119.07 - $145.42 $714 - $873
2.55K $303K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.74%
$92.63 - $105.69 $741 - $846
1.09K $113K
OTIS
Otis Worldwide Corp

Industrials
14
+ 7.65%
$91.43 - $104.43 $1.28K - $1.46K
197 $20K
CVS
Cvs Health Corp

Healthcare
3
+ 0.76%
$55.81 - $63.18 $167 - $190
397 $24K
GIS
General Mills Inc

Consumer Defensive
2
+ 0.63%
$62.5 - $75.15 $125 - $150
317 $23K
CDW
Cdw Corp

Technology
1
+ 0.72%
$206.67 - $239.84 $207 - $240
140 $31K
Valued Advisers Tr
42.7K
+ 5.42%
N/A
831K $0
VLO
Valero Energy Corp

Energy
1
+ 0.88%
$132.81 - $163.48 $133 - $163
115 $15K
VTV
Vanguard Value ETF

ETFs
1
+ 0.34%
$159.75 - $174.57 $160 - $175
295 $51K
VNQ
Vanguard Specialized Funds Van

ETFs
7
+ 1.94%
$82.97 - $98.97 $581 - $693
367 $35K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2
+ 1.59%
$104.47 - $116.17 $209 - $232
128 $13K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4
+ 1.71%
N/A
238 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.65%
$76.94 - $79.54 $76.9 - $79.5
154 $12K
BBDC
Barings Bdc, Inc.

Financial Services
63
+ 0.2%
$9.28 - $10.19 $585 - $642
32K $313K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.58%
$182.15 - $182.15 $364 - $364
344 $62K
SPYI
Shp ETF Tr Neos S&P 500 High I
162
+ 5.8%
N/A
2.96K $0
KHC
Kraft Heinz CO

Consumer Defensive
5
+ 0.7%
$31.86 - $36.13 $159 - $181
718 $25K
APH
Amphenol Corp

Technology
1
+ 0.3%
$58.39 - $70.41 $58.4 - $70.4
331 $21K
ALB
Albemarle Corp

Basic Materials
1
+ 0.46%
$72.85 - $100.09 $72.9 - $100
218 $20K
PARA
Paramount Global

Communication Services
8
+ 0.38%
$9.98 - $11.95 $79.8 - $95.6
2.09K $22K
SDCI
Uscf ETF Tr Summerhaven Dynami
90
+ 3.58%
N/A
2.6K $0
DRLL
Ea Ser Tr Strive U S Energy Et
3
+ 0.77%
N/A
392 $0
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.31%
$245.82 - $304.51 $492 - $609
640 $194K
GNL
Global Net Lease, Inc.

Real Estate
84
+ 1.91%
$7.3 - $8.96 $613 - $753
4.48K $37K
MLPA
Global X Mlp ETF

ETFs
8
+ 1.96%
$45.78 - $49.84 $366 - $399
416 $19K
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
982
+ 43.15%
N/A
3.26K $0
HON
Honeywell International Inc

Industrials
2
+ 0.47%
$196.73 - $220.21 $393 - $440
430 $88K
NSP
Insperity, Inc.

Industrials
3
+ 0.56%
$85.48 - $103.18 $256 - $310
539 $47K
SFLR
Innovator Etfs Tr Equity Manag
6.05K
+ 125.36%
N/A
10.9K $0
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1
+ 0.81%
$126.87 - $148.36 $127 - $148
124 $16K
Ge Healthcare Technologies I
6
+ 1.68%
N/A
363 $0
FSCO
Fs Cr Opportunities Corp Com
65.4K
+ 1062.31%
N/A
71.6K $0
FCX
Freeport Mcmoran Inc

Basic Materials
2
+ 0.4%
$39.52 - $51.92 $79 - $104
500 $24K
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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