Castleview Partners, LLC Reduced Holdings in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-34.8K
- 79.49%
$47.6 - $53.31 $1.66M - $1.86M
8.98K $474K
XVOL
Tidal ETF Tr Acruence Active H
-51K
- 89.38%
$20.5 - $23.47 $1.05M - $1.2M
6.06K $132K
CRM
Salesforce, Inc.

Technology
-2.59K
- 97.99%
$238.42 - $276.53 $616K - $715K
53 $14K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.09K
- 14.52%
$517.38 - $573.86 $563K - $624K
6.41K $3.68M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.1K
- 63.17%
$33.74 - $37.96 $476K - $535K
8.22K $308K
VXF
Vanguard Extended Market ETF

ETFs
-2.69K
- 49.82%
$163.98 - $182.92 $442K - $493K
2.71K $493K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-5.53K
- 50.56%
$77.46 - $86.43 $429K - $478K
5.41K $458K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.08K
- 39.93%
$91.42 - $91.82 $464K - $466K
7.64K $701K
XLE
Energy Sector Spdr

ETFs
-4.84K
- 28.12%
$84.35 - $93.39 $409K - $452K
12.4K $1.09M
XLB
Select Sector Spdr Fd Material

ETFs
-3.72K
- 50.48%
$86.95 - $97.09 $324K - $362K
3.65K $352K
NKE
Nike, Inc.

Consumer Cyclical
-3.25K
- 89.48%
$71.09 - $89.44 $231K - $291K
382 $33K
BLK
Black Rock Inc.

Financial Services
-269
- 15.61%
$782.27 - $949.51 $210K - $255K
1.45K $1.38M
REZ
Ishares Tr Residential And Mul

ETFs
-2.79K
- 51.2%
$76.42 - $91.19 $214K - $255K
2.66K $236K
MSFT
Microsoft Corp

Technology
-554
- 8.17%
$395.15 - $467.56 $219K - $259K
6.23K $2.68M
OUNZ
Van Eck Merk Gold Trust

ETFs
-9.27K
- 10.21%
$22.51 - $25.83 $209K - $239K
81.6K $2.07M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-4.51K
- 32.63%
$46.89 - $52.24 $211K - $236K
9.31K $482K
GOOG
Alphabet Inc.

Communication Services
-1.33K
- 12.76%
$149.54 - $192.66 $199K - $256K
9.1K $1.52M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.27K
- 67.87%
$93.65 - $97.81 $212K - $222K
1.07K $105K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-12.5K
- 75.88%
$15.5 - $16.99 $193K - $212K
3.97K $65K
EOG
Eog Resources Inc

Energy
-1.53K
- 79.41%
$117.9 - $132.65 $181K - $203K
397 $48K
PAVE
Global X Fds Us Infrastructure

ETFs
-4.24K
- 47.89%
$36.39 - $41.16 $154K - $175K
4.62K $190K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.2K
- 65.88%
$57.22 - $80.08 $126K - $176K
1.14K $88K
CSCO
Cisco Systems, Inc.

Technology
-3.21K
- 74.56%
$44.74 - $53.22 $144K - $171K
1.1K $58K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2K
- 78.38%
$75.32 - $84.37 $151K - $169K
552 $46K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.32K
- 25.47%
$41.9 - $48.26 $139K - $160K
9.71K $464K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-5.7K
- 19.55%
$25.19 - $26.77 $144K - $153K
23.5K $624K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.33K
- 22.2%
$36.02 - $41.68 $120K - $139K
11.7K $480K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.7K
- 53.85%
$42.59 - $60.56 $115K - $163K
2.31K $116K
XLU
Utilities Sector Spdr

ETFs
-1.61K
- 9.59%
$67.67 - $80.78 $109K - $130K
15.2K $1.23M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-4.56K
- 60.6%
$26.82 - $30.58 $122K - $140K
2.97K $83K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.25K
- 68.02%
$26.69 - $29.87 $113K - $127K
2K $58K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.31K
- 9.6%
$48.51 - $52.86 $112K - $122K
21.8K $1.15M
SHV
Ishares Tr

ETFs
-1.08K
- 11.9%
$110.05 - $110.63 $119K - $120K
8.02K $887K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.88K
- 18.43%
$33.89 - $41.64 $97.6K - $120K
12.7K $507K
EEM
Ishares Msci Emerging Markets

ETFs
-2.46K
- 76.96%
$40.42 - $46.7 $99.2K - $115K
735 $33K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.28K
- 37.28%
$41.02 - $46.01 $93.6K - $105K
3.84K $174K
IVV
Ishares Core S&P 500 ETF

ETFs
-168
- 20.34%
$520.18 - $576.82 $87.4K - $96.9K
658 $379K
VTR
Ventas, Inc.

Real Estate
-1.37K
- 40.58%
$50.88 - $65.33 $69.5K - $89.2K
2K $128K
EPAM
Epam Systems, Inc.

Technology
-423
- 87.4%
$185.58 - $185.58 $78.5K - $78.5K
61 $11K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-766
- 5.4%
$100.09 - $100.69 $76.7K - $77.1K
13.4K $1.35M
AMZN
Amazon Com Inc

Consumer Cyclical
-370
- 2.31%
$161.02 - $200.0 $59.6K - $74K
15.6K $2.91M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-823
- 46.11%
$69.77 - $85.51 $57.4K - $70.4K
962 $80K
BNDX
Vanguard Total International B

ETFs
-1.33K
- 18.68%
$48.42 - $50.35 $64.6K - $67.2K
5.81K $292K
JBHT
Hunt J B Transport Services Inc

Industrials
-377
- 53.55%
$155.54 - $176.97 $58.6K - $66.7K
327 $56K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.06K
- 14.39%
$52.1 - $59.66 $55.4K - $63.5K
6.33K $374K
XLK
Technology Sector Spdr

ETFs
-278
- 4.02%
$197.34 - $237.68 $54.9K - $66.1K
6.64K $1.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.19K
- 2.39%
$50.25 - $50.74 $59.8K - $60.4K
48.7K $2.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-884
- 34.56%
$60.84 - $67.51 $53.8K - $59.7K
1.67K $113K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.5K
- 14.17%
$32.1 - $38.93 $48.2K - $58.4K
9.09K $342K
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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