The Analysis of Castleview Partners, LLC's Holdings & P&L


Currently, Castleview Partners, LLC holds 223 types of securities in its portfolio with a total value $227.5M. In the most recent quarter, they have increased their positions in STAX (+223.4K shares, valued at $5.7M), SYK (+8.3K shares, valued at $2.6M), ITOT (+12.2K shares, valued at $2.0M); decreased their positions in FELG (-46.9K shares, valued at $2.1M), MU (-1.0K shares, valued at $1.2M), RAAX (-21.5K shares, valued at $852.0K); initiated new positions in STAX (+223.4K shares, valued at $5.7M), SYK (+8.3K shares, valued at $2.6M), ITOT (+12.2K shares, valued at $2.0M).


1M P&L
+3.7M+1.92%
3M P&L
+8.5M+4.51%
HY P&L
+9.7M+5.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A112.0M
55.0%
2Drug Manufacturers - General12.1M
5.9%
3Asset Management8.3M
4.1%

Top Industries by Stock Count

1N/A94 stocks
47.5%
2Semiconductors6 stocks
3.0%
3Drug Manufacturers - General6 stocks
3.0%
Stock Holdings
MBSF
VALUED ADVISERS TR
0.17%
Shares989.0K
Event2026-06-30
Filed2026-07-20
MBSX
ADVISOR MANAGED PORTFOLIOS
10.17%
Shares330.2K
Event2026-06-30
Filed2026-07-20
TSLA
TESLA INC
31.74%
Shares17.4K
Event2026-06-30
Filed2026-07-20
AAPL
APPLE INC
-5.72%
Shares24.0K
Event2026-06-30
Filed2026-07-20
STAX
NOMURA ETF TR
New
Shares223.4K
Event2026-06-30
Filed2026-07-20
HD
HOME DEPOT INC
25.48%
Shares13.9K
Event2026-06-30
Filed2026-07-20
COP
CONOCOPHILLIPS
-4.69%
Shares47.1K
Event2026-06-30
Filed2026-07-20
LST
MANAGED PORTFOLIO SER
-12.47%
Shares104.5K
Event2026-06-30
Filed2026-07-20
BMY
BRISTOL-MYERS SQUIBB CO
12.89%
Shares83.5K
Event2026-06-30
Filed2026-07-20
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.36%
Shares6.3K
Event2026-06-30
Filed2026-07-20
KKR
KKR & CO INC
30.48%
Shares48.0K
Event2026-06-30
Filed2026-07-20
AMGN
AMGEN INC
34.25%
Shares10.6K
Event2026-06-30
Filed2026-07-20
ARP
ADVISORS INNER CIRCLE FD II
-0.72%
Shares117.3K
Event2026-06-30
Filed2026-07-20
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-10.86%
Shares8.9K
Event2026-06-30
Filed2026-07-20
QLD
PROSHARES TR
37.66%
Shares29.9K
Event2026-06-30
Filed2026-07-20
SYK
STRYKER CORPORATION
New
Shares8.3K
Event2026-06-30
Filed2026-07-20
VOO
VANGUARD INDEX FDS
1.46%
Shares3.6K
Event2026-06-30
Filed2026-07-20
FSCO
FS CREDIT OPPORTUNITIES CORP
12.99%
Shares488.0K
Event2026-06-30
Filed2026-07-20
UYLD
ANGEL OAK FUNDS TRUST
145.19%
Shares45.5K
Event2026-06-30
Filed2026-07-20
JPST
J P MORGAN EXCHANGE TRADED F
-4.95%
Shares44.2K
Event2026-06-30
Filed2026-07-20
RAAX
VANECK ETF TRUST
-27.69%
Shares56.1K
Event2026-06-30
Filed2026-07-20
ITOT
ISHARES TR
New
Shares12.2K
Event2026-06-30
Filed2026-07-20
OUNZ
VANECK MERK GOLD ETF
25.15%
Shares49.2K
Event2026-06-30
Filed2026-07-20
NVDA
NVIDIA CORPORATION
-7.58%
Shares9.1K
Event2026-06-30
Filed2026-07-20
ELV
ELEVANCE HEALTH INC FORMERLY
-6.98%
Shares4.7K
Event2026-06-30
Filed2026-07-20
SPYD
SPDR SERIES TRUST
-5.30%
Shares34.7K
Event2026-06-30
Filed2026-07-20
MSFT
MICROSOFT CORP
6.63%
Shares4.3K
Event2026-06-30
Filed2026-07-20
IAUX
I-80 GOLD CORP
15.77%
Shares1.1M
Event2026-06-30
Filed2026-07-20
AMZN
AMAZON COM INC
9.45%
Shares6.5K
Event2026-06-30
Filed2026-07-20
EXXON MOBIL CORP
EXXON MOBIL CORP
-3.28%
Shares11.1K
Event2026-06-30
Filed2026-07-20
DOCT
FIRST TR EXCHNG TRADED FD VI
-1.70%
Shares32.3K
Event2026-06-30
Filed2026-07-20
BIL
SPDR SERIES TRUST
26.18%
Shares16.0K
Event2026-06-30
Filed2026-07-20
GOOG
ALPHABET INC
1.75%
Shares4.0K
Event2026-06-30
Filed2026-07-20
BROADCOM INC
BROADCOM INC
0.59%
Shares3.8K
Event2026-06-30
Filed2026-07-20
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY EXCHANGE TRADED FUN
-15.91%
Shares59.7K
Event2026-06-30
Filed2026-07-20
DNOV
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares25.5K
Event2026-06-30
Filed2026-07-20
BUFR
FIRST TR EXCHNG TRADED FD VI
6.98%
Shares34.9K
Event2026-06-30
Filed2026-07-20
VISA INC
VISA INC
-0.50%
Shares3.6K
Event2026-06-30
Filed2026-07-20
MAIN
MAIN STR CAP CORP
0.00%
Shares23.7K
Event2026-06-30
Filed2026-07-20
TSM
TAIWAN SEMICONDUCTOR MANUFAC
18.99%
Shares2.5K
Event2026-06-30
Filed2026-07-20
ACYN
FIRST TR EXCHANGE-TRADED FD
40.02%
Shares56.5K
Event2026-06-30
Filed2026-07-20
CORO
BLACKROCK ETF TRUST
New
Shares31.7K
Event2026-06-30
Filed2026-07-20
CLSE
TRUST FOR PROFESSIONAL MANAG
New
Shares33.8K
Event2026-06-30
Filed2026-07-20
IWF
ISHARES TR
285.69%
Shares9.2K
Event2026-06-30
Filed2026-07-20
PIT
VANECK ETF TRUST
11.92%
Shares17.3K
Event2026-06-30
Filed2026-07-20
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.80%
Shares2.1K
Event2026-06-30
Filed2026-07-20
LLY
ELI LILLY & CO
30.79%
Shares909
Event2026-06-30
Filed2026-07-20
PG
PROCTER & GAMBLE CO
15.87%
Shares7.2K
Event2026-06-30
Filed2026-07-20
JNJ
JOHNSON & JOHNSON
38.78%
Shares4.0K
Event2026-06-30
Filed2026-07-20
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
10.58%
Shares3.1K
Event2026-06-30
Filed2026-07-20
SPMO
INVESCO EXCH TRADED FD TR II
New
Shares6.1K
Event2026-06-30
Filed2026-07-20
IVW
ISHARES TR
New
Shares7.1K
Event2026-06-30
Filed2026-07-20
ACI
ALBERTSONS COMPANIES INC
-6.63%
Shares71.8K
Event2026-06-30
Filed2026-07-20
SFLR
INNOVATOR ETFS TRUST
0.14%
Shares25.1K
Event2026-06-30
Filed2026-07-20
CVX
CHEVRON CORPORATION
22.30%
Shares5.7K
Event2026-06-30
Filed2026-07-20
PM
PHILIP MORRIS INTL INC
-1.29%
Shares5.0K
Event2026-06-30
Filed2026-07-20
VYM
VANGUARD WHITEHALL FDS
147.16%
Shares5.6K
Event2026-06-30
Filed2026-07-20
FELG
FIDELITY COVINGTON TRUST
-70.28%
Shares19.9K
Event2026-06-30
Filed2026-07-20
AZO
AUTOZONE INC
0.37%
Shares270
Event2026-06-30
Filed2026-07-20
DYNF
BLACKROCK ETF TRUST
New
Shares12.4K
Event2026-06-30
Filed2026-07-20
WMT
WALMART INC
1.42%
Shares7.4K
Event2026-06-30
Filed2026-07-20
IVE
ISHARES TR
New
Shares3.6K
Event2026-06-30
Filed2026-07-20
CLOB
VANECK ETF TRUST
13.40%
Shares16.2K
Event2026-06-30
Filed2026-07-20
SPYV
SPDR SERIES TRUST
4.19%
Shares13.3K
Event2026-06-30
Filed2026-07-20
DDM
PROSHARES TR
New
Shares12.3K
Event2026-06-30
Filed2026-07-20
SWK
STANLEY BLACK & DECKER INC
30.17%
Shares8.5K
Event2026-06-30
Filed2026-07-20
GILD
GILEAD SCIENCES INC
22.75%
Shares6.3K
Event2026-06-30
Filed2026-07-20
CEF
SPROTT ASSET MANAGEMENT LP
New
Shares19.7K
Event2026-06-30
Filed2026-07-20
PGR
PROGRESSIVE CORP
5.51%
Shares3.6K
Event2026-06-30
Filed2026-07-20
AMCOR PLC
AMCOR PLC
83.53%
Shares18.0K
Event2026-06-30
Filed2026-07-20
MS
MORGAN STANLEY
9.60%
Shares3.7K
Event2026-06-30
Filed2026-07-20
ABEQ
UNIFIED SER TR
4.28%
Shares20.5K
Event2026-06-30
Filed2026-07-20
JQC
NUVEEN CR STRATEGIES INCOME
2.96%
Shares155.7K
Event2026-06-30
Filed2026-07-20
XIMR
FIRST TR EXCHNG TRADED FD VI
-15.51%
Shares23.1K
Event2026-06-30
Filed2026-07-20
T
AT&T INC
27.16%
Shares35.0K
Event2026-06-30
Filed2026-07-20
IBM
INTERNATIONAL BUSINESS MACHS
30.82%
Shares2.5K
Event2026-06-30
Filed2026-07-20
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares19.0K
Event2026-06-30
Filed2026-07-20
CIBR
FIRST TR EXCHANGE-TRADED FD
2.80%
Shares7.7K
Event2026-06-30
Filed2026-07-20
KO
COCA COLA CO
24.43%
Shares8.5K
Event2026-06-30
Filed2026-07-20
ORACLE CORP
ORACLE CORP
-4.59%
Shares4.5K
Event2026-06-30
Filed2026-07-20
FENY
FIDELITY COVINGTON TRUST
0.50%
Shares22.3K
Event2026-06-30
Filed2026-07-20
BUFD
FIRST TR EXCHNG TRADED FD VI
0.02%
Shares21.5K
Event2026-06-30
Filed2026-07-20
PAVE
GLOBAL X FDS
5.69%
Shares10.9K
Event2026-06-30
Filed2026-07-20
BAI
BLACKROCK ETF TRUST
New
Shares12.0K
Event2026-06-30
Filed2026-07-20
CLOI
VANECK ETF TRUST
-35.68%
Shares11.7K
Event2026-06-30
Filed2026-07-20
DFEB
FIRST TR EXCHNG TRADED FD VI
0.37%
Shares12.2K
Event2026-06-30
Filed2026-07-20
DUK
DUKE ENERGY CORP NEW
27.42%
Shares4.9K
Event2026-06-30
Filed2026-07-20
RDVY
FIRST TR EXCHANGE TRADED FD
7.35%
Shares7.4K
Event2026-06-30
Filed2026-07-20
ADM
ARCHER DANIELS MIDLAND CO
29.86%
Shares7.8K
Event2026-06-30
Filed2026-07-20
SPDR SERIES TRUST
SPDR SERIES TRUST
31.16%
Shares6.7K
Event2026-06-30
Filed2026-07-20
ISHARES TR
ISHARES TR
-2.61%
Shares784
Event2026-06-30
Filed2026-07-20
PSLV
SPROTT ASSET MANAGEMENT LP
1.43%
Shares31.1K
Event2026-06-30
Filed2026-07-20
META PLATFORMS INC
META PLATFORMS INC
20.16%
Shares1.0K
Event2026-06-30
Filed2026-07-20
TFC
TRUIST FINL CORP
24.13%
Shares11.7K
Event2026-06-30
Filed2026-07-20
GS
GOLDMAN SACHS GROUP INC
0.35%
Shares576
Event2026-06-30
Filed2026-07-20
SPEU
SPDR INDEX SHS FDS
6.43%
Shares10.6K
Event2026-06-30
Filed2026-07-20
FBCG
FIDELITY COVINGTON TRUST
-0.88%
Shares9.2K
Event2026-06-30
Filed2026-07-20
MU
MICRON TECHNOLOGY INC
-67.20%
Shares496
Event2026-06-30
Filed2026-07-20
HRL
HORMEL FOODS CORP
51.22%
Shares23.0K
Event2026-06-30
Filed2026-07-20
RSP
INVESCO EXCHANGE TRADED FD T
0.49%
Shares2.7K
Event2026-06-30
Filed2026-07-20
MQQQ
INVESTMENT MANAGERS SER TR I
New
Shares2.3K
Event2026-06-30
Filed2026-07-20
GLD
SPDR GOLD TR
-6.35%
Shares1.5K
Event2026-06-30
Filed2026-07-20
QFLR
INNOVATOR ETFS TRUST
-0.10%
Shares15.3K
Event2026-06-30
Filed2026-07-20
SERVICENOW INC
SERVICENOW INC
14.81%
Shares5.6K
Event2026-06-30
Filed2026-07-20
FMAR
FIRST TR EXCHNG TRADED FD VI
-0.42%
Shares10.6K
Event2026-06-30
Filed2026-07-20
GOOGL
ALPHABET INC
31.59%
Shares1.5K
Event2026-06-30
Filed2026-07-20
ARCH CAP GROUP LTD
ARCH CAP GROUP LTD
18.90%
Shares5.5K
Event2026-06-30
Filed2026-07-20
FITB
FIFTH THIRD BANCORP
23.39%
Shares9.3K
Event2026-06-30
Filed2026-07-20
PFE
PFIZER INC
31.60%
Shares21.4K
Event2026-06-30
Filed2026-07-20
ALPS ETF TR
ALPS ETF TR
4.47%
Shares9.9K
Event2026-06-30
Filed2026-07-20
DX
DYNEX CAP INC
0.00%
Shares39.0K
Event2026-06-30
Filed2026-07-20
TQQQ
PROSHARES TR
-35.35%
Shares6.3K
Event2026-06-30
Filed2026-07-20
EINC
VANECK ETF TRUST
12.56%
Shares4.2K
Event2026-06-30
Filed2026-07-20
UPS
UNITED PARCEL SVCS INC
29.11%
Shares4.7K
Event2026-06-30
Filed2026-07-20
EXPD
EXPEDITORS INTL WASH INC
4.14%
Shares3.1K
Event2026-06-30
Filed2026-07-20
NVR
NVR INC
-1.37%
Shares72
Event2026-06-30
Filed2026-07-20
LNG
CHENIERE ENERGY INC
14.73%
Shares2.0K
Event2026-06-30
Filed2026-07-20
LYB
LYONDELLBASELL INDUSTRIES NV
29.57%
Shares9.0K
Event2026-06-30
Filed2026-07-20
FIDELITY MERRIMACK STR TR
FIDELITY MERRIMACK STR TR
New
Shares9.4K
Event2026-06-30
Filed2026-07-20
ORLY
OREILLY AUTOMOTIVE INC
-11.84%
Shares5.1K
Event2026-06-30
Filed2026-07-20
SMH
VANECK ETF TRUST
New
Shares717
Event2026-06-30
Filed2026-07-20
WMB
WILLIAMS COS INC
20.23%
Shares6.3K
Event2026-06-30
Filed2026-07-20
SHOP
SHOPIFY INC
1.34%
Shares4.0K
Event2026-06-30
Filed2026-07-20
VZ
VERIZON COMMUNICATIONS INC
26.98%
Shares10.6K
Event2026-06-30
Filed2026-07-20
JMOM
J P MORGAN EXCHANGE TRADED F
4.31%
Shares5.2K
Event2026-06-30
Filed2026-07-20
AHR
AMERICAN HEALTHCARE REIT INC
-2.32%
Shares8.5K
Event2026-06-30
Filed2026-07-20
ASML
ASML HLDG NV
0.00%
Shares222
Event2026-06-30
Filed2026-07-20
AMD
ADVANCED MICRO DEVICES INC
New
Shares747
Event2026-06-30
Filed2026-07-20
EPM
EVOLUTION PETE CORP
21.08%
Shares115.4K
Event2026-06-30
Filed2026-07-20
CL
COLGATE PALMOLIVE CO
0.00%
Shares4.5K
Event2026-06-30
Filed2026-07-20
SHLD
GLOBAL X FDS
New
Shares6.9K
Event2026-06-30
Filed2026-07-20
VANECK ETF TRUST
VANECK ETF TRUST
-8.82%
Shares5.4K
Event2026-06-30
Filed2026-07-20
ETR
ENTERGY CORP NEW
21.70%
Shares3.5K
Event2026-06-30
Filed2026-07-20
HPQ
HP INC
42.16%
Shares18.2K
Event2026-06-30
Filed2026-07-20
XLE
SELECT SECTOR SPDR TR
13.09%
Shares7.5K
Event2026-06-30
Filed2026-07-20
DJAN
FIRST TR EXCHNG TRADED FD VI
-0.01%
Shares8.5K
Event2026-06-30
Filed2026-07-20
ITW
ILLINOIS TOOL WKS INC
24.57%
Shares1.4K
Event2026-06-30
Filed2026-07-20
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares13.4K
Event2026-06-30
Filed2026-07-20
FSTA
FIDELITY COVINGTON TRUST
5.14%
Shares7.1K
Event2026-06-30
Filed2026-07-20
VUSB
VANGUARD BD INDEX FDS
2.10%
Shares7.4K
Event2026-06-30
Filed2026-07-20
AEM
AGNICO EAGLE MINES LTD
90.11%
Shares2.4K
Event2026-06-30
Filed2026-07-20
VEU
VANGUARD INTL EQUITY INDEX F
5.50%
Shares4.4K
Event2026-06-30
Filed2026-07-20
SPEM
SPDR INDEX SHS FDS
2.38%
Shares7.0K
Event2026-06-30
Filed2026-07-20
RGLD
ROYAL GOLD INC
New
Shares1.8K
Event2026-06-30
Filed2026-07-20
SBUX
STARBUCKS CORP
9.85%
Shares3.5K
Event2026-06-30
Filed2026-07-20
MCO
MOODYS CORP
-2.14%
Shares779
Event2026-06-30
Filed2026-07-20
AGNC INVT CORP
AGNC INVT CORP
10.67%
Shares31.6K
Event2026-06-30
Filed2026-07-20
XLSR
SSGA ACTIVE TR
-2.89%
Shares5.3K
Event2026-06-30
Filed2026-07-20
SMA
SMARTSTOP SELF STORAG REIT I
9.65%
Shares10.5K
Event2026-06-30
Filed2026-07-20
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares5.7K
Event2026-06-30
Filed2026-07-20
IWR
ISHARES TR
6.33%
Shares3.1K
Event2026-06-30
Filed2026-07-20
BLCR
BLACKROCK ETF TRUST
New
Shares6.6K
Event2026-06-30
Filed2026-07-20
EQAL
INVESCO EXCH TRADED FD TR II
3.16%
Shares5.6K
Event2026-06-30
Filed2026-07-20
LRCX
LAM RESEARCH CORP
New
Shares767
Event2026-06-30
Filed2026-07-20
TMO
THERMO FISHER SCIENTIFIC INC
-0.30%
Shares658
Event2026-06-30
Filed2026-07-20
QQQ
INVESCO QQQ TR
24.17%
Shares447
Event2026-06-30
Filed2026-07-20
BPRE
BLUEROCK PVT REAL ESTATE FD
7.89%
Shares24.9K
Event2026-06-30
Filed2026-07-20
MSCI
MSCI INC
-1.58%
Shares561
Event2026-06-30
Filed2026-07-20
PECO
PHILLIPS EDISON & CO INC
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-20
SSO
PROSHARES TR
1.36%
Shares4.6K
Event2026-06-30
Filed2026-07-20
PDBA
INVESCO ACTVELY MNGD ETC FD
13.33%
Shares8.7K
Event2026-06-30
Filed2026-07-20
DE
DEERE & CO
4.93%
Shares490
Event2026-06-30
Filed2026-07-20
SCHE
SCHWAB STRATEGIC TR
4.41%
Shares8.5K
Event2026-06-30
Filed2026-07-20
THRO
BLACKROCK ETF TRUST
New
Shares7.2K
Event2026-06-30
Filed2026-07-20
DOMINOS PIZZA INC
DOMINOS PIZZA INC
-3.39%
Shares1.0K
Event2026-06-30
Filed2026-07-20
NKE
NIKE INC
New
Shares7.3K
Event2026-06-30
Filed2026-07-20
CACI
CACI INTL INC
18.55%
Shares620
Event2026-06-30
Filed2026-07-20
TBIL
RBB FD INC
New
Shares5.7K
Event2026-06-30
Filed2026-07-20
SHY
ISHARES TR
-38.42%
Shares3.4K
Event2026-06-30
Filed2026-07-20
BRK.B
BERKSHIRE HATHAWAY INC DEL
9.11%
Shares563
Event2026-06-30
Filed2026-07-20
DFIV
DIMENSIONAL ETF TRUST
3.62%
Shares5.2K
Event2026-06-30
Filed2026-07-20
PEP
PEPSICO INC
-5.08%
Shares2.1K
Event2026-06-30
Filed2026-07-20
FRDM
EA SERIES TRUST
New
Shares3.8K
Event2026-06-30
Filed2026-07-20
ET
ENERGY TRANSFER L P
0.28%
Shares14.2K
Event2026-06-30
Filed2026-07-20
GE
GE AEROSPACE
New
Shares725
Event2026-06-30
Filed2026-07-20
IQV
IQVIA HLDGS INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-20
FAST
FASTENAL CO
-1.96%
Shares5.5K
Event2026-06-30
Filed2026-07-20
SPYG
SPDR SERIES TRUST
New
Shares2.2K
Event2026-06-30
Filed2026-07-20
DIS
DISNEY WALT CO
8.93%
Shares2.7K
Event2026-06-30
Filed2026-07-20
INTC
INTEL CORP
New
Shares1.9K
Event2026-06-30
Filed2026-07-20
FTSL
FIRST TR EXCHANGE-TRADED FD
-0.19%
Shares5.8K
Event2026-06-30
Filed2026-07-20
NOC
NORTHROP GRUMMAN CORP
-0.39%
Shares510
Event2026-06-30
Filed2026-07-20
SILA
SILA REALTY TRUST INC
-65.08%
Shares8.4K
Event2026-06-30
Filed2026-07-20
XBI
SPDR SERIES TRUST
New
Shares1.6K
Event2026-06-30
Filed2026-07-20
VTR
VENTAS INC
New
Shares2.8K
Event2026-06-30
Filed2026-07-20
LSTR
LANDSTAR SYS INC
-22.87%
Shares1.2K
Event2026-06-30
Filed2026-07-20
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
2.70%
Shares266
Event2026-06-30
Filed2026-07-20
CNQ
CANADIAN NAT RES LTD MED TER
0.00%
Shares6.2K
Event2026-06-30
Filed2026-07-20
SPDW
SPDR INDEX SHS FDS
-28.93%
Shares4.7K
Event2026-06-30
Filed2026-07-20
CSGP
COSTAR GROUP INC
4.82%
Shares8.4K
Event2026-06-30
Filed2026-07-20
VVV
VALVOLINE INC
-8.57%
Shares6.0K
Event2026-06-30
Filed2026-07-20
BSCS
INVESCO EXCH TRD SLF IDX FD
2.32%
Shares11.6K
Event2026-06-30
Filed2026-07-20
ICSH
ISHARES TR
New
Shares4.6K
Event2026-06-30
Filed2026-07-20
CCJ
CAMECO CORP
6.82%
Shares2.3K
Event2026-06-30
Filed2026-07-20
COPX
GLOBAL X FDS
-16.97%
Shares3.0K
Event2026-06-30
Filed2026-07-20
EXI
ISHARES TR
New
Shares1.2K
Event2026-06-30
Filed2026-07-20
IDEXX LABS INC
IDEXX LABS INC
0.71%
Shares423
Event2026-06-30
Filed2026-07-20
HAP
VANECK ETF TRUST
12.71%
Shares3.2K
Event2026-06-30
Filed2026-07-20
UNP
UNION PAC CORP
New
Shares816
Event2026-06-30
Filed2026-07-20
SLV
ISHARES SILVER TR
New
Shares4.1K
Event2026-06-30
Filed2026-07-20
WASTE MGMT INC DEL
WASTE MGMT INC DEL
New
Shares991
Event2026-06-30
Filed2026-07-20
FTNT
FORTINET INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-20
ABNB
AIRBNB INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-20
SDCI
USCF ETF TR
New
Shares8.2K
Event2026-06-30
Filed2026-07-20
SHC
SOTERA HEALTH CO
New
Shares12.1K
Event2026-06-30
Filed2026-07-20
CMC
COMMERCIAL METALS CO
0.00%
Shares3.4K
Event2026-06-30
Filed2026-07-20
GRID
FIRST TR EXCHANGE-TRADED FD
New
Shares1.1K
Event2026-06-30
Filed2026-07-20
CGDV
CAPITAL GROUP DIVIDEND VALUE
New
Shares4.3K
Event2026-06-30
Filed2026-07-20
QCOM
QUALCOMM INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-20
GEV
GE VERNOVA INC
New
Shares177
Event2026-06-30
Filed2026-07-20
VGSH
VANGUARD SCOTTSDALE FDS
New
Shares3.5K
Event2026-06-30
Filed2026-07-20
GBIL
GOLDMAN SACHS ETF TR
-36.52%
Shares2.0K
Event2026-06-30
Filed2026-07-20
ABBVIE INC
ABBVIE INC
New
Shares799
Event2026-06-30
Filed2026-07-20
BTG
B2GOLD CORP
33.94%
Shares44.2K
Event2026-06-30
Filed2026-07-20
VOXR
VOX ROYALTY CORP
15.60%
Shares25.2K
Event2026-06-30
Filed2026-07-20
BBDC
BARINGS BDC INC
10.15%
Shares13.5K
Event2026-06-30
Filed2026-07-20
FSK
FS KKR CAP CORP
0.00%
Shares10.9K
Event2026-06-30
Filed2026-07-20
OPEN
OPENDOOR TECHNOLOGIES INC
New
Shares16.5K
Event2026-06-30
Filed2026-07-20
OLPX
OLAPLEX HLDGS INC
New
Shares34.4K
Event2026-06-30
Filed2026-07-20
FULC
FULCRUM THERAPEUTICS INC
New
Shares19.1K
Event2026-06-30
Filed2026-07-20
ITRG
INTEGRA RES CORP
New
Shares26.0K
Event2026-06-30
Filed2026-07-20
DSX
DIANA SHIPPING INC
-7.85%
Shares11.7K
Event2026-06-30
Filed2026-07-20
GRML
GREENLAND MINES LTD
0.00%
Shares10.0K
Event2026-06-30
Filed2026-07-20

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Castleview Partners, LLC Institutional Holdings, Portfolio & P&L — TradeFomo