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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 $185,735,138
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Valued Advisers Tr
 821,325 $20,915,040 11.26%
2.
Apple Inc.
 AAPL 24,878 $6,066,499 3.26%
3.
Spdr S & P 500 Etf Trust
 SPY 6,339 $3,706,032 1.99%
4.
Spdr Gold Trust
 GLD 14,650 $3,595,402 1.93%
5.
Bristol Myers Squibb Co
 BMY 55,193 $3,134,410 1.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)