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  Name: Lakeview Capital Partners LLC
  City: Atlanta
  State: GA
  Zip: 30309
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $614,927,000
  Total Value Change : $50,308,000
  Securities Held Change : 17
   
All Securities Held : 417
  New Positions : 31
  Closed Positions : 16
  Increased Positions : 171
  Unchanged Positions : 24
  Decreased Positions : 191

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Holdings Found : 31     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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)1 Year Chart         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)1 Year Chart         GBTC Grayscale Bitcoin 170 New $0.00 $766,000 12,125 0.12% 766,000 12,125 0.002    N/A
   (HUM)1 Year Chart         HUM Humana Inc 235 New $361.00 $522,000 1,504 0.08% 522,000 1,504 0.001    Health Care Plans
   (BALT)1 Year Chart         BALT Innovator Defined Wealth Sh... 236 New $0.00 $519,000 17,722 0.08% 519,000 17,722 0.02    N/A
   (GSY)1 Year Chart         GSY Invesco Ultra Short Duratio... 259 New $49.96 $449,000 8,990 0.07% 449,000 8,990 0.015    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 263 New $80.18 $440,000 5,462 0.07% 440,000 5,462 0    Closed - End Fund - Debt
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 276 New $48.76 $403,000 8,190 0.07% 403,000 8,190 0.001    N/A
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 298 New $1,694.69 $353,000 207 0.06% 353,000 207 0    Business Software & S...
   (XNOV)1 Year Chart         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)1 Year Chart         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)1 Year Chart         ALB Albemarle Corp 314 New $118.65 $331,000 2,509 0.05% 331,000 2,509 0.002    Synthetics
   (AJAN)1 Year Chart         AJAN Innovator Equity Defined Pr... 327 New $0.00 $311,000 12,470 0.05% 311,000 12,470 0    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 331 New $76.68 $303,000 3,983 0.05% 303,000 3,983 0.071    N/A
   (DFS)1 Year Chart         DFS Discover Financial Services 339 New $124.27 $298,000 2,277 0.05% 298,000 2,277 0.001    Credit Services
   (ICOW)1 Year Chart         ICOW Pacer Developed Markets Int... 344 New $0.00 $285,000 8,919 0.05% 285,000 8,919 0.01    N/A
   (AVUV)1 Year Chart         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)1 Year Chart         DKNG Draftkings Inc Class A 366 New $0.00 $239,000 5,271 0.04% 239,000 5,271 0.007    N/A
   (CSJ)1 Year Chart         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)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 371 New $342.18 $236,000 735 0.04% 236,000 735 0    N/A
   (HIG)1 Year Chart         HIG Hartford Financial Services... 372 New $100.20 $232,000 2,255 0.04% 232,000 2,255 0.001    Property & Casualty I...
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 373 New $0.00 $230,000 7,064 0.04% 230,000 7,064 0.024    N/A
   (PSJ)1 Year Chart         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)1 Year Chart         EAGL Eagle Capital Select Equity... 379 New $0.00 $223,000 8,829 0.04% 223,000 8,829 0.012    N/A
   (BLL)1 Year Chart         BLL Ball Corp 380 New $69.99 $221,000 3,286 0.04% 221,000 3,286 0.001    Packaging & Containers
   (IGOV)1 Year Chart         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)1 Year Chart         STX Seagate Technology 387 New $96.60 $213,000 2,285 0.03% 213,000 2,285 0.004    Data Storage Devices
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 395 New $53.19 $203,000 3,942 0.03% 203,000 3,942 0    N/A
   (ACWI)1 Year Chart         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)1 Year Chart         INTS Intensity Therapeutics, Inc. 409 New $0.00 $91,000 17,420 0.01% 91,000 17,420 0.127    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 412 New $6.91 $75,000 10,249 0.01% 75,000 10,249 0.001    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 416 New $27.40 $15,000 657 0% 15,000 657 0    Closed - End Fund - E...

      31 Records Found
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