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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 $184,154,839
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Valued Advisers Tr
 1,068,540 $27,215,714 14.78%
2.
Apple Inc.
 AAPL 37,051 $9,434,296 5.12%
3.
Advisor Managed Portfolios
 274,118 $7,549,210 4.1%
4.
Conocophillips
 COP 50,650 $4,790,984 2.6%
5.
Home Depot Inc.
 HD 10,938 $4,431,968 2.41%
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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