Portfolio (Quarterly)
Guide ↗
Castleview Partners, LLC
· CIK 0001737088| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | TIDAL TRUST I | — | 52,691 | $1.2M | 0.60% | SOLD |
| 2 | CLIP | GLOBAL X FDS | — | 10,921 | $1.1M | 0.54% | SOLD |
| 3 | BOTZ | GLOBAL X FDS | — | 26,063 | $944K | 0.47% | SOLD |
| 4 | — | BONDBLOXX ETF TRUST | — | 16,297 | $817K | 0.41% | SOLD |
| 5 | DDM | PROSHARES TR | — | 10,180 | $579K | 0.29% | SOLD |
| 6 | BBBS | BONDBLOXX ETF TRUST | — | 8,390 | $432K | 0.21% | SOLD |
| 7 | ABT | ABBOTT LABS | Healthcare | 2,775 | $348K | 0.17% | SOLD |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 17,571 | $344K | 0.17% | SOLD |
| 9 | ADBE | ADOBE INC | Technology | 972 | $340K | 0.17% | SOLD |
| 10 | — | AMCOR PLC | — | 37,178 | $310K | 0.15% | SOLD |
| 11 | XLB | SELECT SECTOR SPDR TR | — | 6,537 | $296K | 0.15% | SOLD |
| 12 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 483 | $274K | 0.14% | SOLD |
| 13 | ETN | EATON CORP PLC | Industrials | 845 | $269K | 0.13% | SOLD |
| 14 | ABNB | AIRBNB INC | Consumer Cyclical | 1,925 | $261K | 0.13% | SOLD |
| 15 | IREN | IREN LIMITED | Financial Services | 6,905 | $261K | 0.13% | SOLD |
| 16 | SNPS | SYNOPSYS INC | Technology | 490 | $230K | 0.11% | SOLD |
| 17 | SPYG | SPDR SERIES TRUST | — | 2,059 | $220K | 0.11% | SOLD |
| 18 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,300 | $219K | 0.11% | SOLD |
| 19 | REZ | ISHARES TR | — | 2,651 | $219K | 0.11% | SOLD |
| 20 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,133 | $213K | 0.11% | SOLD |
Sector Allocation
Financial Services
23.5%
Technology
15.7%
Healthcare
15.6%
Consumer Cyclical
13.1%
Energy
12.9%
Consumer Defensive
6.2%
Industrials
3.9%
Communication Services
3.4%
Real Estate
2.7%
Basic Materials
2.6%