Lakeview Capital Partners, LLC 13F Holdings

CIK 02816523 · Atlanta, GA

As of Sep 30, 2022, Lakeview Capital Partners, LLC reported 250 positions worth $244.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology108,763 5.0K6.15%
MICROSOFT CORPMSFTTechnology43,174 0.1K4.11%
AMAZON.COM INCAMZNEquity55,352$6.3K2.56%
HOME DEPOT INCHDConsumer Cyclical19,827$5.5K2.24%
JPMORGAN CHASE & COJPMFinancial Services52,336$5.5K2.24%
UNITEDHEALTH GROUP INCUNHHealthcare8,301$4.2K1.71%
SPDR S&P 500 ETF TRUSTSPY—10,982$3.9K1.60%
OVERLAY SHARES SHORT TERM BOND ETFOVT—164,240$3.5K1.41%
ALPHABET INCGOOGEquity35,168$3.4K1.38%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—24,809$3.2K1.29%
OVERLAY SHARES HEDGED LARGE CAP EQUITY ETFOVLH—127,556$3.1K1.26%
ELEVANCE HEALTH INCELVHealthcare6,484$2.9K1.20%
AMERICAN TOWER CORPAMTReal Estate13,642$2.9K1.20%
OVERLAY SHARES CORE BOND ETFOVB—141,094$2.8K1.17%
AMERICAN EXPRESS COAXPFinancial Services20,305$2.7K1.12%
SOUTHERN COSOUtilities37,848$2.6K1.05%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services9,624$2.6K1.05%
WASTE MANAGEMENT INCWMIndustrials15,851$2.5K1.04%
JOHNSON & JOHNSONJNJHealthcare15,187$2.5K1.01%
EXXON MOBIL CORPXOMEnergy28,198$2.5K1.01%
MORGAN STANLEYMSFinancial Services30,038$2.4K0.97%
BANK OF AMERICA CORPBACFinancial Services76,848$2.3K0.95%
INVESCO QQQ TRUST SERIES 1QQQ—8,541$2.3K0.93%
W P CAREY INCWPCReal Estate31,504$2.2K0.90%
CVS HEALTH CORPCVSHealthcare22,601$2.2K0.88%