Castleview Partners, LLC Reduced Holdings in Q3 2024

Castleview Partners, LLC

  • $144 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
-131
- 21.83%
$344.84 - $418.0 $45.2K - $54.8K
469 $195K
SLX
Vaneck ETF Tr Steel ETF

ETFs
-769
- 46.02%
$61.55 - $70.7 $47.3K - $54.4K
902 $63K
DDM
Proshares Ultra Dow30

ETFs
-554
- 14.17%
$80.56 - $95.7 $44.6K - $53K
3.36K $320K
AEM
Agnico Eagle Mines LTD

Basic Materials
-656
- 44.09%
$65.04 - $84.24 $42.7K - $55.3K
832 $67K
EBND
Spdr Bloomberg Emerging Market

ETFs
-2.36K
- 32.29%
$19.74 - $21.39 $46.6K - $50.5K
4.95K $105K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.36K
- 19.44%
$33.61 - $35.94 $45.5K - $48.7K
5.62K $201K
ITA
Ishares Tr

ETFs
-285
- 11.63%
$131.58 - $149.64 $37.5K - $42.6K
2.17K $323K
SPMD
Spdr Portfolio

ETFs
-765
- 28.94%
$50.29 - $54.92 $38.5K - $42K
1.88K $102K
TMUS
T Mobile Us, Inc.

Communication Services
-198
- 26.76%
$175.14 - $206.36 $34.7K - $40.9K
542 $111K
FNF
Fidelity National Financial, Inc.

Financial Services
-655
- 39.27%
$48.08 - $62.04 $31.5K - $40.6K
1.01K $62K
TIP
Ishares Tr Tips Bd ETF

ETFs
-346
- 6.21%
$105.92 - $110.83 $36.6K - $38.3K
5.22K $576K
CTVA
Corteva, Inc.

Basic Materials
-642
- 35.55%
$50.72 - $58.78 $32.6K - $37.7K
1.16K $68K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-1.11K
- 5.57%
$29.89 - $32.76 $33.1K - $36.2K
18.7K $613K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.04K
- 7.87%
$33.3 - $35.24 $34.7K - $36.8K
12.2K $430K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-497
- 47.02%
$63.82 - $70.54 $31.7K - $35.1K
560 $39K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-805
- 27.36%
$39.97 - $43.37 $32.2K - $34.9K
2.14K $92K
KMX
Carmax Inc

Consumer Cyclical
-453
- 44.59%
$71.21 - $85.78 $32.3K - $38.9K
563 $43K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-776
- 45.06%
$41.71 - $45.02 $32.4K - $34.9K
946 $42K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-988
- 27.35%
$30.27 - $34.42 $29.9K - $34K
2.62K $89K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-843
- 30.98%
$36.89 - $39.25 $31.1K - $33.1K
1.88K $73K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-439
- 45.92%
$68.44 - $75.62 $30K - $33.2K
517 $39K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1.71K
- 23.45%
$18.35 - $19.01 $31.4K - $32.5K
5.59K $105K
PHM
Pultegroup Inc

Consumer Cyclical
-234
- 42.7%
$103.95 - $144.98 $24.3K - $33.9K
314 $45K
CB
Chubb LTD

Financial Services
-113
- 45.2%
$252.51 - $292.2 $28.5K - $33K
137 $39K
PFF
Ishares Trust Ishares Pfd And

ETFs
-967
- 9.8%
$31.18 - $33.5 $30.2K - $32.4K
8.9K $295K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-917
- 46.24%
$32.83 - $34.88 $30.1K - $32K
1.07K $37K
CVX
Chevron Corp

Energy
-218
- 9.48%
$137.88 - $161.97 $30.1K - $35.3K
2.08K $306K
GOOGL
Alphabet Inc.

Communication Services
-175
- 6.32%
$148.65 - $191.18 $26K - $33.5K
2.6K $430K
DD
Du Pont De Nemours, Inc.

Basic Materials
-321
- 40.79%
$77.22 - $89.49 $24.8K - $28.7K
466 $41K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-982
- 43.7%
$28.28 - $30.21 $27.8K - $29.7K
1.27K $38K
CMCSA
Comcast Corp

Communication Services
-659
- 28.05%
$37.33 - $41.78 $24.6K - $27.5K
1.69K $70K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.11K
- 3.49%
$23.78 - $25.04 $26.5K - $27.9K
30.8K $771K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-150
- 17.01%
$138.85 - $182.81 $20.8K - $27.4K
732 $129K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-773
- 16.16%
$31.92 - $33.91 $24.7K - $26.2K
4.01K $136K
HSY
Hershey CO

Consumer Defensive
-140
- 67.31%
$182.45 - $203.25 $25.5K - $28.5K
68 $13K
EMHC
Spdr Bloomberg Emerging Market
-982
- 29.32%
$23.61 - $25.14 $23.2K - $24.7K
2.37K $59K
SRLN
Ssga Active Trust

ETFs
-551
- 22.88%
$40.93 - $41.85 $22.6K - $23.1K
1.86K $77K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-281
- 61.49%
$76.38 - $78.87 $21.5K - $22.2K
176 $13K
DOW
Dow Inc.

Basic Materials
-408
- 37.57%
$50.15 - $55.41 $20.5K - $22.6K
678 $37K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-303
- 48.64%
$63.56 - $107.36 $19.3K - $32.5K
320 $22K
IRT
Independence Realty Trust, Inc.

Real Estate
-951
- 17.22%
$18.32 - $21.15 $17.4K - $20.1K
4.57K $93K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-43
- 8.19%
$405.19 - $478.57 $17.4K - $20.6K
482 $221K
KO
Coca Cola CO

Consumer Defensive
-255
- 5.57%
$62.69 - $73.01 $16K - $18.6K
4.32K $310K
PULS
Pgim ETF Tr

ETFs
-351
- 27.29%
$49.47 - $49.8 $17.4K - $17.5K
935 $46K
CCI
Crown Castle International Corp

Real Estate
-150
- 34.4%
$95.29 - $120.24 $14.3K - $18K
286 $33K
VT
Vanguard Total World Stk Index

ETFs
-143
- 50.0%
$107.72 - $119.96 $15.4K - $17.2K
143 $17K
PANW
Palo Alto Networks Inc

Technology
-50
- 44.64%
$294.18 - $368.01 $14.7K - $18.4K
62 $21K
UL
Unilever PLC

Consumer Defensive
-258
- 20.53%
$54.7 - $65.59 $14.1K - $16.9K
999 $64K
L
Loews Corp

Financial Services
-196
- 20.4%
$73.76 - $81.96 $14.5K - $16.1K
765 $60K
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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