| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPY | 13 | Q2 2024 | 7.2% |
| VOO | 13 | Q2 2024 | 14.4% |
| MSFT | 13 | Q2 2024 | 2.0% |
| LOEWS CORP | 13 | Q2 2024 | 7.3% |
| GOOG | 13 | Q2 2024 | 1.2% |
| MMM | 13 | Q2 2024 | 7.3% |
| XOM | 13 | Q2 2024 | 1.8% |
| GS | 13 | Q2 2024 | 1.0% |
| WMT | 13 | Q2 2024 | 1.0% |
| JPMORGAN CHASE & CO. | 13 | Q2 2024 | 1.0% |
View Castleview Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-10 |
| 13F-HR/A | 2022-08-17 |
| 13F-HR | 2022-08-16 |
View Castleview Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.