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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 $227,523,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Valued Advisers Tr
 988,999 $25,392,564 11.16%
2.
Advisor Managed Portfolios - REGA FIX MBS ETF
330,184 $9,015,676 3.96%
3.
Tesla Inc.
 TSLA 17,372 $7,307,034 3.21%
4.
Apple Inc.
 AAPL 23,991 $6,942,170 3.05%
5.
Nomura Etf Tr
 223,409 $5,682,184 2.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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