Castleview Partners, LLC
CIK 1737088 · Holdings on Mar 31, 2024 · First reported May 10, 2024
Top ten holdings
Q1 2024- MBSF12.39%
- BOXX3.39%
- AMZN2.47%
- SPY2.22%
- AAPL2.12%
- GLD1.75%
- MSFT1.64%
- AMGN1.51%
- JPST1.38%
- VEA1.31%
Share classes counted separately30.18%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 886364744Weight decreased · -16.41 pp17.08% → 0.67%Shares -1.27M (-95.66%)
- VEAWeight increased · +1.28 pp0.03% → 1.31%Shares +45.67K (+4,679.10%)
- AMGNWeight increased · +0.93 pp0.58% → 1.51%Shares +6.62K (+230.10%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MBSFREGAN FLOATING RATE MBS ETFREGAN FLTG RATE View history and evidence | $22.19M | 12.39% | 877.93K shares | Prior unavailable +877.93K | New | ↗▾ |
| 02 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $6.07M | 3.39% | 57.04K shares | Prior unavailable +57.04K | New | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $4.42M | 2.47% | 24.52K shares | 2.17% → 2.47%+0.30 pp +4.09K (+20.02%) | Added | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.97M | 2.22% | 7.59K shares | 2.44% → 2.22%-0.22 pp +275 (+3.76%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $3.79M | 2.12% | 22.11K shares | 1.27% → 2.12%+0.85 pp +12.72K (+135.50%) | Added | ↗▾ |
| 06 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $3.13M | 1.75% | 15.23K shares | 1.99% → 1.75%-0.24 pp +368 (+2.48%) | Added | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $2.95M | 1.64% | 7.00K shares | 1.84% → 1.64%-0.20 pp +5 (+0.07%) | Added | ↗▾ |
| 08 | AMGNAMGEN INC View history and evidence | $2.70M | 1.51% | 9.50K shares | 0.58% → 1.51%+0.93 pp +6.62K (+230.10%) | Added | ↗▾ |
| 09 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $2.48M | 1.38% | 49.09K shares | 1.78% → 1.38%-0.40 pp -1.46K (-2.88%) | Reduced | ↗▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $2.34M | 1.31% | 46.64K shares | 0.03% → 1.31%+1.28 pp +45.67K (+4,679.10%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 59
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XCEM COLUMBIA EM CORE EX-CHINA | Non-derivative | -8,762 | -$265.23K | SEC filing ↗ | SEC filing ↗ |
| 19260QAB3 COINBASE GLOBAL INC | Non-derivative | -157,000 | -$141.99K | SEC filing ↗ | SEC filing ↗ |
| FMX FOMENTO ECONOMICO MEX-SP ADR | Non-derivative | -711 | -$92.68K | SEC filing ↗ | SEC filing ↗ |
3 / 59 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 Mar 31, 2024
Data loaded Oct 15, 2026 · First reported May 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 179107886
}Research all 899 reported holdings.
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