Castleview Partners, LLC Reduced Holdings in Q2 2025

Castleview Partners, LLC

  • $112 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
-25K
- 78.65%
$38.9 - $83.0 $974K - $2.08M
6.8K $553K
AMGN
Amgen Inc

Healthcare
-2.51K
- 19.07%
$262.28 - $309.85 $658K - $777K
10.6K $2.97M
ETN
Eaton Corp PLC

Industrials
-4.24K
- 82.66%
$246.52 - $356.99 $1.05M - $1.51M
890 $317K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-14.7K
- 23.21%
$38.81 - $44.28 $571K - $652K
48.7K $2.07M
DDM
Proshares Ultra Dow30

ETFs
-7.29K
- 73.08%
$73.05 - $98.03 $532K - $714K
2.68K $263K
OUNZ
Van Eck Merk Gold Trust

ETFs
-19.9K
- 23.38%
$28.68 - $33.09 $570K - $658K
65.2K $2.08M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-16.6K
- 32.39%
$20.66 - $20.74 $343K - $344K
34.6K $715K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-822
- 32.07%
$456.74 - $568.03 $375K - $467K
1.74K $988K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-506
- 38.98%
$483.48 - $539.8 $245K - $273K
792 $384K
KO
Coca Cola CO

Consumer Defensive
-4.04K
- 48.74%
$68.37 - $73.9 $276K - $299K
4.25K $300K
CLOI
Vaneck ETF Tr

ETFs
-4.93K
- 11.26%
$51.16 - $53.02 $252K - $261K
38.8K $2.06M
GLD
Spdr Gold Trust

ETFs
-969
- 36.64%
$273.71 - $316.29 $265K - $306K
1.68K $510K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-1.57K
- 17.51%
$86.9 - $101.84 $136K - $160K
7.39K $728K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-2.83K
- 32.72%
$47.94 - $52.5 $135K - $148K
5.81K $297K
SSO
Proshares Ultra S&P 500

ETFs
-2.44K
- 37.79%
$64.8 - $97.72 $158K - $238K
4.01K $391K
AVTR
Avantor, Inc.

Basic Materials
-4.65K
- 16.88%
$11.94 - $16.29 $55.5K - $75.7K
22.9K $308K
FTGC
First Trust Global Tactical CO

ETFs
-4.59K
- 33.06%
$23.09 - $25.91 $106K - $119K
9.28K $229K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-5.2K
- 14.81%
$36.35 - $41.07 $189K - $214K
29.9K $1.23M
EPD
Enterprise Products Partners L.P.

Energy
-2.06K
- 12.03%
$28.95 - $34.22 $59.7K - $70.5K
15.1K $467K
EQAL
Invesco ETF

ETFs
-2.68K
- 27.23%
$41.38 - $49.24 $111K - $132K
7.17K $353K
PG
Procter & Gamble CO

Consumer Defensive
-267
- 5.02%
$157.66 - $172.39 $42.1K - $46K
5.05K $805K
XLB
Select Sector Spdr Fd Material

ETFs
-1.12K
- 15.82%
$74.27 - $88.92 $83.2K - $99.6K
5.96K $523K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-579
- 6.63%
$83.97 - $92.85 $48.6K - $53.8K
8.16K $719K
BBDC
Barings Bdc, Inc.

Financial Services
-5.3K
- 30.41%
$7.89 - $9.51 $41.8K - $50.4K
12.1K $110K
AZO
Autozone Inc

Consumer Cyclical
-6
- 1.83%
$3478.38 - $3880.15 $20.9K - $23.3K
321 $1.19M
FIS
Fidelity National Information Services, Inc.

Technology
-962
- 25.82%
$68.14 - $82.13 $65.6K - $79K
2.76K $225K
PGR
Progressive Corp

Financial Services
-30
- 1.88%
$255.27 - $288.74 $7.66K - $8.66K
1.57K $417K
NICE
Nice Ltd.

Technology
-347
- 21.11%
$141.3 - $178.32 $49K - $61.9K
1.3K $219K
ACN
Accenture PLC

Technology
-26
- 1.52%
$279.23 - $323.21 $7.26K - $8.4K
1.69K $505K
PM
Philip Morris International Inc.

Consumer Defensive
-908
- 15.42%
$149.23 - $184.95 $136K - $168K
4.98K $906K
EXPD
Expeditors International Of Washington Inc

Industrials
-22
- 0.68%
$102.84 - $122.24 $2.26K - $2.69K
3.22K $367K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.25K
- 7.72%
$39.59 - $44.69 $89K - $100K
26.9K $1.2M
FSK
Fs Kkr Capital Corp

Financial Services
-91
- 0.55%
$17.95 - $21.5 $1.63K - $1.96K
16.4K $340K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.08K
- 35.11%
$66.89 - $111.18 $72.5K - $121K
2K $222K
BLND
Blend Labs, Inc.

Technology
-662
- 3.48%
$3.04 - $3.74 $2.01K - $2.48K
18.3K $60K
CRDF
Cardiff Oncology, Inc.

Healthcare
-470
- 3.25%
$2.38 - $4.3 $1.12K - $2.02K
14K $44K
VUSB
Vanguard Bd Index Fds
-10
- 0.15%
N/A
6.73K $0
American Healthcare Reit Inc
-215
- 1.65%
N/A
12.8K $0
Managed Portfolio Series
-970
- 1.95%
N/A
48.7K $0
Vaneck ETF Trust
-5K
- 17.34%
N/A
23.8K $0
Mdxhealth Sa
-1.18K
- 3.5%
N/A
32.6K $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
-37
- 0.49%
N/A
7.47K $0
Vaneck ETF Trust
-3.26K
- 8.29%
N/A
36K $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-26
- 0.15%
$19.44 - $19.56 $505 - $509
17.2K $336K
STRA
Strategic Education, Inc.

Consumer Defensive
-45
- 1.36%
$77.09 - $92.26 $3.47K - $4.15K
3.27K $278K
DE
Deere & CO

Industrials
-34
- 7.47%
$412.99 - $531.48 $14K - $18.1K
421 $214K
TJX
Tjx Companies Inc

Consumer Cyclical
-9
- 0.46%
$119.13 - $135.03 $1.07K - $1.22K
1.94K $239K
ABNB
Airbnb, Inc.

Consumer Cyclical
-283
- 8.8%
$105.69 - $140.64 $29.9K - $39.8K
2.93K $388K
WDAY
Workday, Inc.

Technology
-20
- 1.42%
$210.47 - $274.71 $4.21K - $5.49K
1.38K $332K
Activity Summary
Buys All Purchases 100 New Holdings 22 Increased Positions 78 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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