Castleview Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$186M
Signature - Title
David Fajardo - COMPLIANCE SUPPORT
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Castleview Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Castleview Partners, LLC reported 581 stock holdings with total value $186M as of Q4 2024. Top holdings included MBSF, AAPL, SPY, GLD, and BMY.
Holdings Value