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Name: |
Lakeview Capital Partners LLC |
City: |
Atlanta |
State: |
GA |
Zip: |
30309 |
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Holdings
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31 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
TWOK |
Spdr Russell 2000 |
13 |
New |
$42.38 |
$8,638,000 |
200,692 |
1.4% |
8,638,000 |
200,692 |
0.022 |
N/A |
|
GBTC |
Grayscale Bitcoin |
170 |
New |
$0.00 |
$766,000 |
12,125 |
0.12% |
766,000 |
12,125 |
0.002 |
N/A |
|
HUM |
Humana Inc |
235 |
New |
$361.00 |
$522,000 |
1,504 |
0.08% |
522,000 |
1,504 |
0.001 |
Health Care Plans |
|
BALT |
Innovator Defined Wealth Sh... |
236 |
New |
$0.00 |
$519,000 |
17,722 |
0.08% |
519,000 |
17,722 |
0.02 |
N/A |
|
GSY |
Invesco Ultra Short Duratio... |
259 |
New |
$49.96 |
$449,000 |
8,990 |
0.07% |
449,000 |
8,990 |
0.015 |
N/A |
|
VCIT |
Vanguard Intermediate-Term |
263 |
New |
$80.18 |
$440,000 |
5,462 |
0.07% |
440,000 |
5,462 |
0 |
Closed - End Fund - Debt |
|
BNDX |
Vanguard Total Internationa... |
276 |
New |
$48.76 |
$403,000 |
8,190 |
0.07% |
403,000 |
8,190 |
0.001 |
N/A |
|
MSTR |
Microstrategy Inc |
298 |
New |
$1,694.69 |
$353,000 |
207 |
0.06% |
353,000 |
207 |
0 |
Business Software & S... |
|
XNOV |
Ft Vest Us Equity Enh & Mod... |
309 |
New |
$0.00 |
$337,000 |
10,394 |
0.05% |
337,000 |
10,394 |
0.118 |
N/A |
|
NVDL |
Graniteshares 1.5x Long Nvd... |
313 |
New |
$0.00 |
$332,000 |
8,000 |
0.05% |
332,000 |
8,000 |
0.089 |
N/A |
|
ALB |
Albemarle Corp |
314 |
New |
$118.65 |
$331,000 |
2,509 |
0.05% |
331,000 |
2,509 |
0.002 |
Synthetics |
|
AJAN |
Innovator Equity Defined Pr... |
327 |
New |
$0.00 |
$311,000 |
12,470 |
0.05% |
311,000 |
12,470 |
0 |
N/A |
|
DGRW |
Wisdomtree Us Dividend Grow... |
331 |
New |
$76.68 |
$303,000 |
3,983 |
0.05% |
303,000 |
3,983 |
0.071 |
N/A |
|
DFS |
Discover Financial Services |
339 |
New |
$124.27 |
$298,000 |
2,277 |
0.05% |
298,000 |
2,277 |
0.001 |
Credit Services |
|
ICOW |
Pacer Developed Markets Int... |
344 |
New |
$0.00 |
$285,000 |
8,919 |
0.05% |
285,000 |
8,919 |
0.01 |
N/A |
|
AVUV |
Avantis Us Small Cap Value Etf |
364 |
New |
$90.99 |
$241,000 |
2,575 |
0.04% |
241,000 |
2,575 |
0 |
N/A |
|
DKNG |
Draftkings Inc Class A |
366 |
New |
$0.00 |
$239,000 |
5,271 |
0.04% |
239,000 |
5,271 |
0.007 |
N/A |
|
CSJ |
iShares Barclays 1-3 Year C... |
370 |
New |
$51.19 |
$237,000 |
4,618 |
0.04% |
237,000 |
4,618 |
0.001 |
Closed - End Fund - E... |
|
CRWD |
Crowdstrike Holdings, Inc. |
371 |
New |
$342.18 |
$236,000 |
735 |
0.04% |
236,000 |
735 |
0 |
N/A |
|
HIG |
Hartford Financial Services... |
372 |
New |
$100.20 |
$232,000 |
2,255 |
0.04% |
232,000 |
2,255 |
0.001 |
Property & Casualty I... |
|
CGDV |
Capital Group Dividend Valu... |
373 |
New |
$0.00 |
$230,000 |
7,064 |
0.04% |
230,000 |
7,064 |
0.024 |
N/A |
|
PSJ |
Invesco Dynamic Software ETF |
377 |
New |
$46.43 |
$226,000 |
4,995 |
0.04% |
226,000 |
4,995 |
0.124 |
Closed - End Fund - Debt |
|
EAGL |
Eagle Capital Select Equity... |
379 |
New |
$0.00 |
$223,000 |
8,829 |
0.04% |
223,000 |
8,829 |
0.012 |
N/A |
|
BLL |
Ball Corp |
380 |
New |
$69.99 |
$221,000 |
3,286 |
0.04% |
221,000 |
3,286 |
0.001 |
Packaging & Containers |
|
IGOV |
iShares S&P/Citi Intl Treas... |
388 |
New |
$39.35 |
$213,000 |
5,370 |
0.03% |
213,000 |
5,370 |
0 |
N/A |
|
STX |
Seagate Technology |
387 |
New |
$96.60 |
$213,000 |
2,285 |
0.03% |
213,000 |
2,285 |
0.004 |
Data Storage Devices |
|
IEMG |
Ishares Core Msci Emerging ... |
395 |
New |
$53.19 |
$203,000 |
3,942 |
0.03% |
203,000 |
3,942 |
0 |
N/A |
|
ACWI |
iShares MSCI ACWI Index |
398 |
New |
$112.43 |
$201,000 |
1,828 |
0.03% |
201,000 |
1,828 |
0.001 |
Closed - End Fund - E... |
|
INTS |
Intensity Therapeutics, Inc. |
409 |
New |
$0.00 |
$91,000 |
17,420 |
0.01% |
91,000 |
17,420 |
0.127 |
N/A |
|
SOFI |
SoFi Technologies, Inc |
412 |
New |
$6.91 |
$75,000 |
10,249 |
0.01% |
75,000 |
10,249 |
0.001 |
N/A |
|
SLV |
iShares Silver Trust ETF |
416 |
New |
$27.40 |
$15,000 |
657 |
0% |
15,000 |
657 |
0 |
Closed - End Fund - E... |
|