Castleview Partners, LLC Sells in Q4 2024

Castleview Partners, LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
-103
- 13.32%
$569.09 - $635.99 $58.6K - $65.5K
670 $402K
AAPL
Apple Inc.

Technology
-238
- 0.95%
$221.69 - $259.02 $52.8K - $61.6K
24.9K $6.23M
TIP
Ishares Tr Tips Bd ETF

ETFs
-560
- 10.72%
$106.33 - $110.69 $59.5K - $62K
4.66K $496K
ADBE
Adobe Inc.

Technology
-132
- 9.61%
$437.39 - $552.96 $57.7K - $73K
1.24K $552K
WDAY
Workday, Inc.

Technology
-223
- 13.68%
$233.85 - $279.91 $52.1K - $62.4K
1.41K $363K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-315
- 6.01%
$174.22 - $187.62 $54.9K - $59.1K
4.93K $863K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-136
- 5.38%
$370.24 - $418.94 $50.4K - $57K
2.39K $961K
SSO
Proshares Ultra S&P 500

ETFs
-552
- 11.95%
$87.92 - $99.73 $48.5K - $55.1K
4.07K $376K
VNLA
Janus Henderson Short Duration

ETFs
-1.01K
- 76.73%
$48.82 - $49.11 $49.3K - $49.6K
306 $14K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-935
- 55.06%
$50.35 - $50.69 $47.1K - $47.4K
763 $38K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.8K
- 5.83%
$24.94 - $25.74 $44.8K - $46.2K
29K $740K
ITA
Ishares Tr

ETFs
-308
- 14.23%
$144.31 - $157.31 $44.4K - $48.5K
1.86K $269K
SHV
Ishares Tr

ETFs
-392
- 4.89%
$109.92 - $110.57 $43.1K - $43.3K
7.63K $839K
SPY
Spdr S&P 500 ETF Trust

ETFs
-67
- 1.05%
$567.81 - $607.81 $38K - $40.7K
6.34K $3.72M
MRK
Merck & Co., Inc.

Healthcare
-378
- 16.79%
$96.31 - $114.76 $36.4K - $43.4K
1.87K $186K
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.47K
- 1.8%
$24.72 - $26.9 $36.3K - $39.5K
80.1K $2.03M
DVN
Devon Energy Corp

Energy
-1.09K
- 64.07%
$30.52 - $42.96 $33.1K - $46.7K
609 $19K
PAYC
Paycom Software, Inc.

Technology
-155
- 12.93%
$159.94 - $240.25 $24.8K - $37.2K
1.04K $213K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.41K
- 55.64%
$20.98 - $21.19 $29.5K - $29.8K
1.12K $23K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-550
- 61.18%
$47.77 - $51.75 $26.3K - $28.5K
349 $16K
WMG
Warner Music Group Corp.

Communication Services
-867
- 11.34%
$30.73 - $33.67 $26.6K - $29.2K
6.78K $210K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-588
- 0.98%
$43.02 - $47.32 $25.3K - $27.8K
59.7K $2.58M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-468
- 2.15%
$51.09 - $55.27 $23.9K - $25.9K
21.3K $1.09M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-312
- 10.02%
$77.43 - $89.47 $24.2K - $27.9K
2.8K $218K
PFF
Ishares Trust Ishares Pfd And

ETFs
-785
- 8.82%
$31.23 - $33.51 $24.5K - $26.3K
8.12K $255K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-521
- 6.86%
$45.38 - $46.88 $23.6K - $24.4K
7.07K $322K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-330
- 19.71%
$66.77 - $71.52 $22K - $23.6K
1.34K $92K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-165
- 33.88%
$131.66 - $144.0 $21.7K - $23.8K
322 $42K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-201
- 11.22%
$87.1 - $98.49 $17.5K - $19.8K
1.59K $138K
USRT
Ishares Core U.S. Reit ETF

ETFs
-293
- 23.27%
$55.97 - $62.75 $16.4K - $18.4K
966 $55K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-75
- 10.25%
$173.13 - $258.09 $13K - $19.4K
657 $151K
UPST
Upstart Holdings, Inc.

Financial Services
-257
- 11.84%
$37.78 - $84.46 $9.71K - $21.7K
1.91K $117K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-504
- 2.69%
$31.43 - $33.28 $15.8K - $16.8K
18.2K $574K
HOOD
Robinhood Markets, Inc.

Technology
-428
- 11.3%
$22.33 - $43.2 $9.56K - $18.5K
3.36K $125K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-183
- 1.18%
N/A
15.3K $1.31M
NVO
Novo Nordisk A S

Healthcare
-171
- 6.71%
$85.0 - $120.04 $14.5K - $20.5K
2.38K $204K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-131
- 38.87%
$115.08 - $119.55 $15.1K - $15.7K
206 $23K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-151
- 3.75%
$99.0 - $99.5 $14.9K - $15K
3.88K $384K
PECO
Phillips Edison & Company, Inc.

Real Estate
-384
- 4.23%
$35.96 - $39.8 $13.8K - $15.3K
8.7K $326K
DOCU
Docusign, Inc.

Technology
-156
- 11.23%
$61.42 - $106.99 $9.58K - $16.7K
1.23K $110K
GLD
Spdr Gold Trust

ETFs
-60
- 0.41%
$236.59 - $257.5 $14.2K - $15.5K
14.7K $3.55M
GTO
Invesco Actively Managed ETF T

ETFs
-314
- 20.27%
$46.33 - $48.41 $14.5K - $15.2K
1.24K $57K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-256
- 0.53%
$50.37 - $50.6 $12.9K - $13K
48.5K $2.44M
VCYT
Veracyte, Inc.

Healthcare
-282
- 11.06%
$31.92 - $44.4 $9K - $12.5K
2.27K $89K
HNST
Honest Company, Inc.

Consumer Cyclical
-1.52K
- 7.67%
$3.36 - $8.57 $5.11K - $13K
18.3K $126K
ZUO
Zuora Inc

Technology
-984
- 10.79%
$8.37 - $9.98 $8.24K - $9.82K
8.13K $80K
VTI
Vanguard Total Stock Market Et

ETFs
-33
- 6.86%
$280.04 - $302.45 $9.24K - $9.98K
448 $129K
IVV
Ishares Core S&P 500 ETF

ETFs
-16
- 2.43%
$570.51 - $610.59 $9.13K - $9.77K
642 $377K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-127
- 39.69%
$61.21 - $76.19 $7.77K - $9.68K
193 $14K
Activity Summary
Buys All Purchases 289 New Holdings 83 Increased Positions 206 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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