Castleview Partners, LLC Sells in Q4 2025

Castleview Partners, LLC

  • $145 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-12.7K
- 34.28%
$245.27 - $275.25 $3.11M - $3.5M
24.4K $6.51M
OUNZ
Van Eck Merk Gold Trust

ETFs
-35.6K
- 49.46%
$37.12 - $42.17 $1.32M - $1.5M
36.3K $1.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-888
- 22.49%
$600.51 - $631.95 $533K - $561K
3.06K $1.89M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.79K
- 26.19%
$91.46 - $91.76 $438K - $439K
13.5K $1.24M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-4.27K
- 45.81%
$91.25 - $99.12 $390K - $424K
5.06K $488K
PAVE
Global X Fds Us Infrastructure

ETFs
-8.53K
- 41.81%
$46.42 - $48.56 $396K - $414K
11.9K $557K
ELV
Elevance Health, Inc.

Healthcare
-1.24K
- 18.62%
$303.78 - $362.34 $376K - $448K
5.41K $1.76M
ROST
Ross Stores, Inc.

Consumer Cyclical
-2.22K
- 35.89%
$147.71 - $162.85 $328K - $362K
3.97K $636K
REZ
Ishares Tr Residential And Mul

ETFs
-3.18K
- 54.54%
$81.26 - $85.37 $258K - $271K
2.65K $223K
CMI
Cummins Inc

Industrials
-541
- 28.32%
$407.98 - $484.34 $221K - $262K
1.37K $633K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-2.32K
- 28.33%
$52.27 - $56.39 $121K - $131K
5.88K $314K
ZTS
Zoetis Inc.

Healthcare
-151
- 4.04%
$118.8 - $147.53 $17.9K - $22.3K
3.59K $425K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-561
- 8.42%
$91.7 - $105.68 $51.4K - $59.3K
6.1K $602K
ABT
Abbott Laboratories

Healthcare
-720
- 20.6%
$123.62 - $134.59 $89K - $96.9K
2.78K $360K
XLB
Select Sector Spdr Fd Material

ETFs
-946
- 12.64%
$84.72 - $89.9 $80.1K - $85K
6.54K $567K
CLOI
Vaneck ETF Tr

ETFs
-1.8K
- 10.82%
$52.83 - $53.07 $95.3K - $95.7K
14.9K $786K
SHOP
Shopify Inc.

Technology
-467
- 10.14%
$146.04 - $179.01 $68.2K - $83.6K
4.14K $604K
FSK
Fs Kkr Capital Corp

Financial Services
-5.48K
- 33.42%
$14.16 - $15.65 $77.6K - $85.8K
10.9K $170K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-847
- 8.34%
$68.28 - $84.44 $57.8K - $71.5K
9.31K $708K
TJX
Tjx Companies Inc

Consumer Cyclical
-424
- 19.89%
$138.56 - $147.63 $58.7K - $62.6K
1.71K $249K
SNPS
Synopsys Inc

Technology
-1
- 0.2%
$389.83 - $489.36 $390 - $489
490 $191K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-563
- 8.04%
$82.69 - $83.12 $46.6K - $46.8K
6.44K $533K
SBUX
Starbucks Corp

Consumer Cyclical
-469
- 11.04%
$78.46 - $87.26 $36.8K - $40.9K
3.78K $320K
AVTR
Avantor, Inc.

Basic Materials
-2.29K
- 18.36%
$11.05 - $15.6 $25.3K - $35.8K
10.2K $116K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.45K
- 6.63%
$27.41 - $27.93 $39.7K - $40.5K
20.4K $566K
WMT
Walmart Inc.

Consumer Defensive
-340
- 4.24%
$101.18 - $109.03 $34.4K - $37.1K
7.68K $790K
ADBE
Adobe Inc.

Technology
-7
- 0.72%
$325.07 - $359.91 $2.28K - $2.52K
972 $315K
UBER
Uber Technologies, Inc

Technology
-95
- 2.8%
$91.62 - $100.1 $8.7K - $9.51K
3.3K $302K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-945
- 5.16%
$33.05 - $33.87 $31.2K - $32K
17.4K $583K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-936
- 3.49%
$46.46 - $47.6 $43.5K - $44.6K
25.9K $1.23M
DIS
Walt Disney CO

Communication Services
-2
- 0.07%
$105.69 - $116.65 $211 - $233
2.7K $285K
AON
Aon PLC

Financial Services
-42
- 4.41%
$326.07 - $366.93 $13.7K - $15.4K
910 $318K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-458
- 7.77%
$58.76 - $62.27 $26.9K - $28.5K
5.43K $330K
ETN
Eaton Corp PLC

Industrials
-7
- 0.82%
$352.39 - $387.75 $2.47K - $2.71K
845 $297K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1K
- 4.49%
$23.65 - $25.43 $23.7K - $25.5K
21.3K $541K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-116
- 1.52%
$44.68 - $47.47 $5.18K - $5.51K
7.53K $353K
CCJ
Cameco Corp

Energy
-96
- 2.26%
$82.77 - $106.91 $7.95K - $10.3K
4.16K $352K
Vaneck ETF Trust
-12.7K
- 42.18%
N/A
17.4K $0
Vaneck ETF Trust
-11.5K
- 27.88%
N/A
29.8K $0
Bondbloxx ETF Trust
-25.6K
- 61.06%
N/A
16.3K $0
Bondbloxx ETF Trust
-11.7K
- 58.27%
N/A
8.39K $0
Vanguard Instl Index Fd
-6.35K
- 64.34%
N/A
3.52K $0
Advisors Inner Circle Fd Ii
-672
- 0.57%
N/A
117K $0
Fidelity Covington Trust
-6.21K
- 9.63%
N/A
58.3K $0
Innovator Etfs Trust
-2.32K
- 12.25%
N/A
16.6K $0
SFLR
Innovator Etfs Tr Equity Manag
-1.77K
- 6.45%
N/A
25.7K $0
XLE
Energy Sector Spdr

ETFs
-287
- 2.96%
$85.22 - $92.02 $24.5K - $26.4K
9.4K $865K
Smartstop Self Storag Reit I
-280
- 1.9%
N/A
14.4K $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
-647
- 8.17%
N/A
7.28K $0
Activity Summary
Buys All Purchases 132 New Holdings 34 Increased Positions 98 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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