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Home > Institutional Investor > Castleview Partners, Llc > Profile

Instuitional Investor - Castleview Partners, Llc

Fund Profile
Filing Period:
Fund Name: Castleview Partners, Llc
Portfolio Value $201,808,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Valued Advisers Tr
 1,101,138 $28,238,464 13.99%
2.
Advisor Managed Portfolios
 291,806 $7,703,678 3.82%
3.
Apple Inc.
 AAPL 24,351 $6,620,063 3.28%
4.
Conocophillips
 COP 65,642 $6,144,748 3.04%
5.
Home Depot Inc.
 HD 14,170 $4,875,897 2.42%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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