Fund HoldingsCastleview Partners, LLC

Total Portfolio Value
$175.93M
Total Bought
$27.59M
Total Sold
$30.45M
Net Transaction
-$2.86M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)22,11326,592+4,4793,7925,6013.18%+1,809
EA SERIES TRUST
ALPHA ARCH 1-3
57,04469,178+12,1346,0737,4584.24%+1,386
INVESCO EXCH TRD SLF IDX FD079,904+79,90401,6340.93%+1,634
VANECK MERK GOLD TR(OUNZ)43,56590,826+47,2619362,0401.16%+1,104
VANECK ETF TRUST
COMMODITY STGY
14,32330,644+16,3217051,5170.86%+812
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY B
024,884+24,88407770.44%+777
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
031,924+31,92407760.44%+776
VANECK ETF TRUST
ENERGY INCME ET
1,95110,944+8,9931508700.49%+720
SILA REALTY TRUST INC033,140+33,14007020.40%+702
SELECT SECTOR SPDR TR
ST STR MATER ETF
07,377+7,37706510.37%+651
HOME DEPOT INC(HD)3,6225,773+2,1511,3891,9871.13%+598
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10,40517,221+6,8169821,5700.89%+587
SPROTT FDS TR
URANI MINER ETF
14,07525,749+11,6746941,2680.72%+574
TEXAS CAP TEX EQUITY INDEX E17,16239,931+22,7694421,0120.58%+570
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
017,733+17,73305130.29%+513
TEXAS CAP TEX EQUITY INDEX E
TEXAS OIL INDEX
018,224+18,22404910.28%+491
NVIDIA CORPORATION(NVDA)3235,598+5,2752926920.39%+400
ALPHABET INC(GOOG)10,01110,429+4181,5241,9131.09%+389
BLACKROCK INC(BLK)1,2021,723+5211,0021,3570.77%+354
SPDR INDEX SHS FDS
ST STR PO EX ETF
022,313+22,31307830.44%+783
PHILIP MORRIS INTL INC(PM)5,6468,334+2,6885178440.48%+327
ISHARES TR05,457+5,45704200.24%+420
AMGEN INC(AMGN)9,4979,685+1882,7003,0261.72%+326
SSGA ACTIVE TR
ST STR SECTO ETF
16,26329,180+12,9174177420.42%+325
SELECT SECTOR SPDR TR
ST STR STAPL ETF
026,083+26,08301,9971.14%+1,997
SHOPIFY INC(SHOP)04,753+4,75303140.18%+314
MSCI INC(MSCI)0503+50302420.14%+242
VANECK ETF TRUST
CLO ETF
37,29141,673+4,3821,9702,2061.25%+236
GRAYSCALE BITCOIN TR BTC(GBTC)05,005+5,00502660.15%+266
SSGA ACTIVE TR
STATE STREET US
9,46613,819+4,3534727030.40%+231
PROSHARES TR
BITCOIN ETF
010,187+10,18702290.13%+229
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
07,530+7,53002260.13%+226
GLOBAL X FDS
US INFR DEV ETF
08,862+8,86203280.19%+328
INVESCO QQQ TR2,3882,681+2931,0601,2840.73%+224
VANGUARD INDEX FDS01,266+1,26606330.36%+633
ORACLE CORP(ORCL)01,862+1,86202630.15%+263
BAXTER INTL INC4,35811,553+7,1951863860.22%+200
WILLIAMS COS INC(WMB)04,565+4,56501940.11%+194
SPDR INDEX SHS FDS
ST PORT MARK ETF
10,26514,977+4,7123715640.32%+193
TIDAL TR II012,054+12,05401630.09%+163
STANLEY BLACK & DECKER INC(SWK)02,669+2,66902130.12%+213
ISHARES TR
MSCI INDIA ETF
2,6875,397+2,7101393010.17%+162
CYBERARK SOFTWARE LTD0658+65801800.10%+180
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
04,822+4,82201490.08%+149
SPDR SER TR
ST LON TREAS ETF
06,245+6,24501700.10%+170
VANECK ETF TRUST
URANI NUCLE ETF
01,785+1,78501430.08%+143
ARCH CAP GROUP LTD
ORD
8,0698,778+7097468860.50%+140
SPDR SER TR
ST STR SP BIOT
1,9503,488+1,5381853230.18%+138
ISHARES TR09,102+9,10201,0060.57%+1,006
FISERV INC(FISV)02,484+2,48403700.21%+370
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
06,171+6,17102650.15%+265
PROSHARES TR
PSHS ULTRA QQQ
14,11213,584-5281,2351,3560.77%+121
INNOVATOR ETFS TRUST
NASDAQ 100
04,250+4,25001170.07%+117
CALAMOS STRATEGIC TOTAL RETU(CSQ)06,850+6,85001150.07%+115
META PLATFORMS INC(META)0807+80704070.23%+407
ISHARES TR0826+82604520.26%+452
SCHWAB STRATEGIC TR01,083+1,08301090.06%+109
SPDR S&P 500 ETF TR(SPY)7,5957,494-1013,9724,0782.32%+106
PROSHARES TR
PSHS ULTRA DOW30
2,5103,909+1,3992193240.18%+106
SPDR SER TR
ST BLOO HIGH ETF
2,2093,343+1,1342103150.18%+105
VANECK ETF TRUST
BDC INCOME ETF
016,441+16,44102810.16%+281
FRESENIUS MEDICAL CARE AG(FMS)7,35812,715+5,3571422430.14%+101
PAYCOM SOFTWARE INC(PAYC)0678+6780970.06%+97
FIDELITY NATL INFORMATION SV(FIS)02,933+2,93302210.13%+221
ADVANCED MICRO DEVICES INC(AMD)0761+76101230.07%+123
MICROSOFT CORP(MSFT)7,0016,781-2202,9463,0311.72%+85
VENTAS INC(VTR)03,364+3,36401720.10%+172
AVANTOR INC(AVTR)7,43512,915+5,4801902740.16%+84
ROOT INC(ROOT)01,562+1,5620810.05%+81
ARCUTIS BIOTHERAPEUTICS INC(ARQT)08,113+8,1130750.04%+75
YOUDAO INC(DAO)018,278+18,2780720.04%+72
MONTE ROSA THERAPEUTICS INC(GLUE)018,950+18,9500710.04%+71
ROBINHOOD MKTS INC(HOOD)03,206+3,2060730.04%+73
ISHARES TR02,537+2,53709250.53%+925
VILLAGE FARMS INTL INC067,519+67,5190690.04%+69
TRAEGER INC028,660+28,6600690.04%+69
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
01,057+1,0570690.04%+69
STAG INDL INC(STAG)01,880+1,8800680.04%+68
R1 RCM INC05,314+5,3140670.04%+67
DOLLAR GEN CORP NEW(DG)01,482+1,48201960.11%+196
HESS CORP0447+4470660.04%+66
LOWES COS INC(LOW)0489+48901080.06%+108
COEUR MNG INC(CDE)011,555+11,5550650.04%+65
LIBERTY MEDIA CORP DEL(FWONA)01,004+1,0040640.04%+64
SOUTHERN COPPER CORP(SCCO)0602+6020650.04%+65
PGIM ETF TR
PGIM ULTRA SH BD
01,286+1,2860640.04%+64
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
02,037+2,0370680.04%+68
VANGUARD SPECIALIZED FUNDS0342+3420620.04%+62
THERMO FISHER SCIENTIFIC INC(TMO)1,4341,620+1868338960.51%+62
WALMART INC(WMT)07,694+7,69405210.30%+521
SUPER MICRO COMPUTER INC(SMCI)075+750610.03%+61
NUVEEN S&P 500 BUY-WRITE INC04,517+4,5170610.03%+61
ESPERION THERAPEUTICS INC NE(ESPR)027,374+27,3740610.03%+61
EXXON MOBIL CORP3,9754,539+5644625230.30%+60
TANGO THERAPEUTICS INC(TNGX)06,944+6,9440600.03%+60
MEDIAALPHA INC04,012+4,0120530.03%+53
DOMINOS PIZZA INC(DPZ)1,1831,236+535886380.36%+50
GILEAD SCIENCES INC(GILD)03,357+3,35702300.13%+230
NOVO-NORDISK A S(NVO)02,544+2,54403630.21%+363
STRATEGIC ED INC(STRA)03,457+3,45703830.22%+383
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