Castleview Partners, LLC Portfolio Holdings
Castleview Partners, LLC
- $111 Million
- Q1 2025
Castleview Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.6M, Bristol Myers Squibb CO with a value of $4.14M, Amgen Inc with a value of $4.1M, Conocophillips with a value of $3.9M, and Spdr S&P 500 ETF Trust with a value of $3.04M.
Examining the 13F form we can see an decrease of $40.1M in the current position value, from $151M to 111M.
Castleview Partners, LLC is based out at Dallas, TX
Below you can find more details about Castleview Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$111 Million
ETFs: $46.7 Million
Healthcare: $13.9 Million
Technology: $12.2 Million
Consumer Cyclical: $10.2 Million
Financial Services: $8.43 Million
Energy: $6.3 Million
Industrials: $4.49 Million
Consumer Defensive: $3.88 Million
Other: $3.88 Million
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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