Castleview Partners, LLC Reduced Holdings in Q1 2025

Castleview Partners, LLC

  • $111 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-336
- 20.9%
$217.4 - $264.74 $73K - $89K
1.27K $316K
IVV
Ishares Core S&P 500 ETF

ETFs
-35
- 5.45%
$554.06 - $615.85 $19.4K - $21.6K
607 $341K
MS
Morgan Stanley

Financial Services
-105
- 4.09%
$111.68 - $141.08 $11.7K - $14.8K
2.47K $287K
WDAY
Workday, Inc.

Technology
-3
- 0.21%
$233.53 - $277.82 $701 - $833
1.4K $327K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-482
- 1.66%
$24.66 - $26.1 $11.9K - $12.6K
28.5K $711K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-416
- 6.5%
$62.72 - $71.92 $26.1K - $29.9K
5.98K $376K
FSK
Fs Kkr Capital Corp

Financial Services
-667
- 3.89%
$20.47 - $24.06 $13.7K - $16K
16.5K $345K
BBDC
Barings Bdc, Inc.

Financial Services
-2.64K
- 13.16%
$9.36 - $10.78 $24.7K - $28.5K
17.4K $166K
FIS
Fidelity National Information Services, Inc.

Technology
-49
- 1.3%
$68.12 - $83.42 $3.34K - $4.09K
3.73K $278K
JNJ
Johnson & Johnson

Healthcare
-504
- 18.74%
$142.06 - $167.7 $71.6K - $84.5K
2.19K $362K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-157
- 11.98%
$402.33 - $489.71 $63.2K - $76.9K
1.15K $529K
FAST
Fastenal CO

Industrials
-556
- 12.33%
$71.11 - $79.98 $39.5K - $44.5K
3.96K $306K
PEP
Pepsico Inc

Consumer Defensive
-53
- 2.41%
$142.64 - $156.42 $7.56K - $8.29K
2.15K $322K
CYBR
Cyber Ark Software Ltd.

Technology
-49
- 5.79%
$312.8 - $414.31 $15.3K - $20.3K
797 $269K
RDVY
First Trust Rising Dividend Ac

ETFs
-43
- 0.55%
$57.22 - $63.39 $2.46K - $2.73K
7.79K $455K
DE
Deere & CO

Industrials
-65
- 12.5%
$408.57 - $509.27 $26.6K - $33.1K
455 $213K
XOM
Exxon Mobil Corp

Energy
-550
- 10.72%
$105.44 - $118.93 $58K - $65.4K
4.58K $544K
EXPD
Expeditors International Of Washington Inc

Industrials
-290
- 8.21%
$109.09 - $126.48 $31.6K - $36.7K
3.24K $389K
Texas Cap Tex Equity Index E
-12.5K
- 85.11%
N/A
2.19K $0
Texas Cap Tex Equity Index E
-7.46K
- 15.42%
N/A
40.9K $0
First Tr Exchng Traded Fd Vi
-1.5K
- 5.9%
N/A
24K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-190
- 3.17%
$58.32 - $65.09 $11.1K - $12.4K
5.8K $349K
Sila Realty Trust Inc
-1.08K
- 4.89%
N/A
21.1K $0
FSCO
Fs Cr Opportunities Corp Com
-9.97K
- 13.83%
N/A
62.1K $0
American Healthcare Reit Inc
-7
- 0.05%
N/A
13K $0
IBN
Icici Bank LTD

Financial Services
-321
- 3.96%
$27.55 - $31.67 $8.84K - $10.2K
7.78K $245K
AGNC
Agnc Investment Corp.

Real Estate
-834
- 2.37%
$9.12 - $10.54 $7.61K - $8.79K
34.4K $329K
DUK
Duke Energy Corp

Utilities
-138
- 6.41%
$105.87 - $121.97 $14.6K - $16.8K
2.02K $245K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-119
- 1.41%
$33.84 - $37.77 $4.03K - $4.49K
8.34K $303K
GILD
Gilead Sciences, Inc.

Healthcare
-460
- 11.02%
$89.14 - $117.41 $41K - $54K
3.71K $416K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-447
- 2.45%
$31.43 - $34.08 $14K - $15.2K
17.8K $606K
PGR
Progressive Corp

Financial Services
-150
- 8.59%
$235.61 - $291.22 $35.3K - $43.7K
1.6K $451K
CVX
Chevron Corp

Energy
-37
- 1.59%
$146.71 - $167.97 $5.43K - $6.21K
2.29K $382K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-76
- 11.73%
$1187.71 - $1432.58 $90.3K - $109K
572 $819K
T
At&T Inc.

Communication Services
-764
- 5.32%
$21.56 - $28.28 $16.5K - $21.6K
13.6K $384K
ABT
Abbott Laboratories

Healthcare
-202
- 4.31%
$111.1 - $140.22 $22.4K - $28.3K
4.49K $595K
AZO
Autozone Inc

Consumer Cyclical
-31
- 8.66%
$3193.96 - $3828.11 $99K - $119K
327 $1.25M
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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