Castleview Partners, LLC
CIK 1737088 · Holdings on Dec 31, 2023 · First reported Feb 5, 2024
Top ten holdings
Q4 2023- 88636474417.08%
- IHDG3.60%
- SPY2.44%
- AMZN2.17%
- GLD1.99%
- MSFT1.84%
- JPST1.78%
- SVOL1.68%
- AAPL1.27%
- MINT1.27%
Share classes counted separately35.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 886364744TIDAL ETF TRACRUENCE ACTIVE View history and evidence | $24.39M | 17.08% | 1.33M shares | — | ↗▾ | |
| 02 | IHDGWISDOMTREE INTERNATIONAL HEDITL HDG QTLY DIV View history and evidence | $5.14M | 3.60% | 122.32K shares | — | ↗▾ | |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.48M | 2.44% | 7.32K shares | — | ↗▾ | |
| 04 | AMZNAMAZON.COM INC View history and evidence | $3.10M | 2.17% | 20.43K shares | — | ↗▾ | |
| 05 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $2.84M | 1.99% | 14.86K shares | — | ↗▾ | |
| 06 | MSFTMICROSOFT CORP View history and evidence | $2.63M | 1.84% | 7.00K shares | — | ↗▾ | |
| 07 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $2.54M | 1.78% | 50.55K shares | — | ↗▾ | |
| 08 | SVOLSIMPLIFY VOLATILITY PREMIUMVOLATILITY PREM View history and evidence | $2.39M | 1.68% | 105.12K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $1.81M | 1.27% | 9.39K shares | — | ↗▾ | |
| 10 | MINTPIMCO ENHANCED SHORT MATURITENHAN SHRT MA AC View history and evidence | $1.81M | 1.27% | 18.10K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 45
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VXUS VANGUARD TOTAL INTL STOCK | Non-derivative | — | — | SEC filing ↗ | |
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | — | — | SEC filing ↗ | |
| 25460E265 DIREXION DLY S&P 500 BEAR 3X | Non-derivative | — | — | SEC filing ↗ |
3 / 45 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1737088 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 5, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 142752623
}Research all 863 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.