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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 $142,752,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Etf Tr
 1,330,427 $24,385,525 17.08%
2.
Wisdomtree Tr
 122,318 $5,136,122 3.59%
3.
Spdr S & P 500 Etf Trust
 SPY 7,320 $3,479,415 2.43%
4.
Amazon Com Inc
 AMZN 20,426 $3,103,577 2.17%
5.
Spdr Gold Trust
 GLD 14,864 $2,841,550 1.99%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)