Investments: Castleview Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
182.901.023 $+17.458.531 $164.810.557 $+23.364.970 $143.248.974 $+13.457.809 $131.246.481 $+131.246.481 $
BANK OF AMERICA CORP /DE/BAC79.202.396 $+12.616.783 $66.585.613 $+3.493.809 $63.091.804 $+4.462.182 $58.629.622 $+58.629.622 $
GOLDMAN SACHS GROUP INCGS28.726.309 $+1.068.621 $27.657.688 $+4.953.552 $22.704.136 $+580.528 $22.123.608 $+22.123.608 $
APPFOLIO INCAPPF6.620.063 $-2.814.233 $9.434.296 $+2.412.763 $7.021.533 $+2.418.334 $4.603.199 $+4.603.199 $
RAYMOND JAMES FINANCIAL INCRJF8.272.246 $+96.468 $8.175.778 $+1.753.362 $6.422.416 $+6.002.735 $419.681 $+419.681 $
MORGAN STANLEYMS7.063.327 $+109.640 $6.953.687 $+1.489.096 $5.464.591 $-340.175 $5.804.766 $+5.804.766 $
CONOCOPHILLIPSCOP6.144.748 $+1.353.764 $4.790.984 $+640.150 $4.150.834 $+248.396 $3.902.438 $+3.902.438 $
COMMONWEALTH EQUITY SERVICES, LLC4.537.151 $+408.201 $4.128.950 $+2.340.298 $1.788.652 $+176.965 $1.611.687 $+1.611.687 $
AMGEN INCAMGN4.131.634 $+836.949 $3.294.685 $+323.053 $2.971.632 $-1.125.561 $4.097.193 $+4.097.193 $
UNITEDHEALTH GROUP INCUNH2.971.320 $+314.582 $2.656.738 $+2.083.025 $573.713 $+347.977 $225.736 $+225.736 $
VanEck Merk Gold ETFOUNZ1.507.300 $-1.166.810 $2.674.110 $+596.285 $2.077.825 $-485.099 $2.562.924 $+2.562.924 $
MICROSOFT CORPMSFT2.178.708 $-22.580 $2.201.288 $+99.233 $2.102.055 $+213.844 $1.888.211 $+1.888.211 $
AMAZON COM INCAMZN1.848.637 $+28.841 $1.819.796 $-148.790 $1.968.586 $+19.563 $1.949.023 $+1.949.023 $
FS Credit Opportunities Corp.FSCO1.847.021 $+1.082.208 $764.813 $+168.143 $596.670 $+158.887 $437.783 $+437.783 $
NVIDIA CORPNVDA1.802.896 $+89.718 $1.713.178 $+608.038 $1.105.140 $+234.633 $870.507 $+870.507 $
ALPHA PRO TECH LTDAPT1.709.919 $+358.980 $1.350.939 $+147.464 $1.203.475 $+150.085 $1.053.390 $+1.053.390 $
ORACLE CORPORCL1.194.408 $-491.345 $1.685.753 $+201.255 $1.484.498 $+528.618 $955.880 $+955.880 $
Eaton Corp plcETN269.141 $-49.720 $318.861 $+1.140 $317.721 $-1.077.309 $1.395.030 $+1.395.030 $
Mastercard IncMA1.352.415 $+60.079 $1.292.336 $-64.187 $1.356.523 $+36.102 $1.320.421 $+1.320.421 $
AUTOZONE INCAZO966.578 $-277.592 $1.244.170 $+52.544 $1.191.626 $-55.153 $1.246.779 $+1.246.779 $
JANE STREET GROUP, LLC1.136.848 $+1.136.848 $
EXXON MOBIL CORPXOM931.191 $+330.797 $600.394 $+91.578 $508.816 $-36.002 $544.818 $+544.818 $
PROCTER & GAMBLE CoPG816.437 $+18.072 $798.365 $-6.679 $805.044 $-101.589 $906.633 $+906.633 $
ELI LILLY & CoLLY861.893 $+245.389 $616.504 $-28.947 $645.451 $+26.019 $619.432 $+619.432 $
Walmart Inc.WMT855.963 $+29.113 $826.850 $+41.090 $785.760 $+137.519 $648.241 $+648.241 $
BlackRock, Inc.BLK219.079 $-276.381 $495.460 $+149.550 $345.910 $-509.253 $855.163 $+855.163 $
CUMMINS INCCMI698.806 $-107.921 $806.727 $+138.954 $667.773 $+26.789 $640.984 $+640.984 $
JPMORGAN CHASE & COJPM800.394 $+195.084 $605.310 $-20.316 $625.626 $+180.407 $445.219 $+445.219 $
SPS COMMERCE INCSPSC608.732 $+83.703 $525.029 $+14.134 $510.895 $-251.234 $762.129 $+762.129 $
VanEck Bitcoin ETFHODL740.488 $+740.488 $
abrdn Gold ETF TrustSGOL580.460 $-124.774 $705.234 $+162.510 $542.724 $+542.724 $
BERKSHIRE HATHAWAY INCBRK-B243.283 $+6.995 $236.288 $-148.442 $384.730 $-306.558 $691.288 $+691.288 $
AT&T INC.T685.957 $+91.364 $594.593 $+34.228 $560.365 $+175.475 $384.890 $+384.890 $
CHEVRON CORPCVX623.662 $+190.092 $433.570 $+54.403 $379.167 $-3.592 $382.759 $+382.759 $
Zoetis Inc.ZTS451.065 $-95.587 $546.652 $-56.095 $602.747 $-17.160 $619.907 $+619.907 $
COCA COLA COKO411.071 $+92.271 $318.800 $+18.042 $300.758 $-293.186 $593.944 $+593.944 $
NVR INCNVR539.665 $-38.831 $578.496 $+17.186 $561.310 $+17.981 $543.329 $+543.329 $
CATERPILLAR INCCAT565.423 $+142.668 $422.755 $+100.152 $322.603 $+70.636 $251.967 $+251.967 $
JOHNSON & JOHNSONJNJ561.041 $+122.152 $438.889 $+104.061 $334.828 $-27.532 $362.360 $+362.360 $
Accenture plcACN466.305 $+60.648 $405.657 $-99.467 $505.124 $-30.336 $535.460 $+535.460 $
DOMINOS PIZZA INCDPZ467.672 $+12.650 $455.022 $-66.322 $521.344 $-8.401 $529.745 $+529.745 $
BARCLAYS PLCBCS503.556 $+11.404 $492.152 $+6.131 $486.021 $+38.322 $447.699 $+447.699 $
NETFLIX INCNFLX305.725 $-183.057 $488.782 $+147.477 $341.305 $+341.305 $
MICRON TECHNOLOGY INCMU450.377 $+175.136 $275.241 $+275.241 $
DYNEX CAPITAL INCDX434.310 $+434.310 $
WELLS FARGO & COMPANY/MNWFC427.384 $+427.384 $
CAMECO CORPCCJ380.141 $+23.652 $356.489 $+17.406 $339.083 $+339.083 $
Duke Energy CORPDUK378.002 $+64.667 $313.335 $+46.183 $267.152 $+21.261 $245.891 $+245.891 $
Walt Disney CoDIS307.634 $-2.203 $309.837 $-66.285 $376.122 $+49.722 $326.400 $+326.400 $
VERIZON COMMUNICATIONS INCVZ372.028 $+17.703 $354.325 $+68.397 $285.928 $+14.948 $270.980 $+270.980 $
Aon plcAON321.121 $-18.343 $339.464 $+5.180 $334.284 $-28.488 $362.772 $+362.772 $
STARBUCKS CORPSBUX318.398 $-41.152 $359.550 $+544 $359.006 $+157.726 $201.280 $+201.280 $
IREN LtdIREN260.802 $-79.441 $340.243 $+143.111 $197.132 $+197.132 $
PFIZER INCPFE336.026 $+51.338 $284.688 $+59.814 $224.874 $-9.242 $234.116 $+234.116 $
FASTENAL COFAST237.289 $-47.682 $284.971 $-49.601 $334.572 $+27.862 $306.710 $+306.710 $
PEPSICO INCPEP313.735 $+9.963 $303.772 $+14.340 $289.432 $-32.939 $322.371 $+322.371 $
FIFTH THIRD BANCORPFITB311.287 $+67.420 $243.867 $+243.867 $
Amcor plcAMCR310.065 $+66.882 $243.183 $+243.183 $
UNITED PARCEL SERVICE INCUPS309.076 $+105.848 $203.228 $+203.228 $
Archer-Daniels-Midland CoADM293.889 $+51.464 $242.425 $+242.425 $
SCHWAB CHARLES CORPSCHW213.108 $+10.234 $202.874 $-84.570 $287.444 $+287.444 $
INTUITIVE SURGICAL INCISRG273.552 $+273.552 $
GARTNER INCIT251.425 $-4.196 $255.621 $+255.621 $
PALATIN TECHNOLOGIES INCPTNT244.406 $+11.980 $232.426 $+232.426 $
SYNOPSYS INCSNPS230.163 $-12.091 $242.254 $+242.254 $
AGNICO EAGLE MINES LTDAEM237.342 $+237.342 $
COMMERCIAL METALS CoCMC235.348 $+235.348 $
FISERV INCFISV233.788 $+233.788 $
BOSTON SCIENTIFIC CORPBSX219.305 $-9.442 $228.747 $+228.747 $
Medtronic plcMDT225.837 $+4.214 $221.623 $+221.623 $
DEERE & CODE218.352 $+4.812 $213.540 $-534 $214.074 $+520 $213.554 $+213.554 $
BALL CorpBALL218.246 $+218.246 $
COLGATE PALMOLIVE COCL218.069 $+14.085 $203.984 $+203.984 $
Navitas Semiconductor CorpNVTS159.610 $+107.959 $51.651 $+51.651 $
B2GOLD CORPBTG94.710 $+94.710 $
MDxHealth SAMDXH72.033 $+24.072 $47.961 $+47.961 $
182.901.023 $+17.458.531 $164.810.557 $+23.364.970 $143.248.974 $+13.457.809 $131.246.481 $+131.246.481 $
Erweiterte Einstellungen ×