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Home > Institutional Investor > Castleview Partners, Llc > 13F Holdings

Instuitional Investor - Castleview Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Valued Advisers Tr
 952,133 $24,193,722 10.6%
2.
Advisor Managed Portfolios - REGA FIX MBS ETF
337,738 $8,625,159 3.78%
3.
Apple Inc.
 AAPL 24,119 $8,032,372 3.52%
4.
Tesla Inc.
 TSLA 19,424 $6,892,142 3.02%
5.
Kkr & Co. Inc.
 KKR 60,980 $5,567,518 2.44%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.