Castleview Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VALUED ADVISERS TR | $28.24M | 14.0% |
| ADVISOR MANAGED PORTFOLIOS | $7.70M | 3.8% |
| Apple Inc. | $6.62M | 3.3% |
| ConocoPhillips | $6.14M | 3.0% |
| HOME DEPOT, INC. | $4.88M | 2.4% |
| BRISTOL MYERS SQUIBB CO | $4.61M | 2.3% |
| MANAGED PORTFOLIO SERIES | $4.54M | 2.2% |
| Tesla Inc | $4.43M | 2.2% |
| SPDR S&P 500 ETF TR | $4.27M | 2.1% |
| J P MORGAN EXCHANGE TRADED F | $4.16M | 2.1% |
| AMGEN INC | $4.13M | 2.0% |
| ADVISORS INNER CIRCLE FD II | $3.54M | 1.8% |
| FIDELITY COVINGTON TRUST | $3.49M | 1.7% |
| UNITEDHEALTH GROUP INC | $2.97M | 1.5% |
| VANECK ETF TRUST | $2.61M | 1.3% |
| KKR & Co. Inc. | $2.54M | 1.3% |
| FIDELITY COVINGTON TRUST | $2.43M | 1.2% |
| MICROSOFT CORP | $2.18M | 1.1% |
| SPDR SERIES TRUST | $2.14M | 1.1% |
| NUVEEN CR STRATEGIES INCOME | $2.07M | 1.0% |
| PROSHARES TR | $2.01M | 1.0% |
| VANGUARD INDEX FDS | $1.92M | 1.0% |
| Elevance Health Inc | $1.90M | 0.9% |
| Amazon.com Inc | $1.85M | 0.9% |
| FS Credit Opportunities Corp.FSCO | $1.85M | 0.9% |
| NVIDIA Corp | $1.80M | 0.9% |
| VANECK ETF TRUST | $1.51M | 0.7% |
| VANECK MERK GOLD ETF | $1.51M | 0.7% |
| First Trust Exchange-Traded Fund VIII | $1.46M | 0.7% |
| Main Street Capital CORPMAIN | $1.43M | 0.7% |
| Visa Inc | $1.38M | 0.7% |
| Mastercard Inc | $1.35M | 0.7% |
| Alphabet Inc. | $1.35M | 0.7% |
| Broadcom Inc. | $1.33M | 0.7% |
| First Trust Exchange-Traded Fund VIII | $1.26M | 0.6% |
| SPDR SERIES TRUST | $1.23M | 0.6% |
| Albertsons Companies, Inc. | $1.22M | 0.6% |
| TIDAL TRUST I | $1.21M | 0.6% |
| ORACLE CORP | $1.19M | 0.6% |
| i-80 Gold Corp.IAUX | $1.19M | 0.6% |
| SIMPLIFY EXCHANGE TRADED FUN | $1.14M | 0.6% |
| ISHARES TR | $1.13M | 0.6% |
| GLOBAL X FDS | $1.09M | 0.5% |
| AUTOZONE INC | $966.6K | 0.5% |
| INNOVATOR ETFS TRUST | $945.6K | 0.5% |
| GLOBAL X FDS | $944.3K | 0.5% |
| EXXON MOBIL CORP | $931.2K | 0.5% |
| VANECK ETF TRUST | $918.3K | 0.5% |
| SPROTT ASSET MANAGEMENT LP | $868.8K | 0.4% |
| ELI LILLY & Co | $861.9K | 0.4% |