HoldingsChannel.com
Lakeview Capital Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 26,878 -154 $6,835
     AAPL26,878-154$6,835
HOME DEPOT INC 20,038 -2,162 $3,741
     HD20,038-2,162$3,741
SPDR S&P 500 ETF TR (SPY) 13,802 -4,215 $3,557
     SPY13,802-4,215$3,557
PIMCO ETF TR (MINT) 35,896 -10,458 $3,553
     MINT35,896-10,458$3,553
MICROSOFT CORP 21,147 +848 $3,335
     MSFT21,147+848$3,335
ARK ETF TR (ARKK) 74,004 -17,177 $3,256
     ARKK74,004-17,177$3,256
AMAZON COM INC 1,560 +45 $3,042
     AMZN1,560+45$3,042
JPMORGAN CHASE & CO 32,901 -1 $2,962
     JPM32,901-1$2,962
UNITED PARCEL SERVICE INC 26,068 -1,336 $2,435
     UPS26,068-1,336$2,435
VANGUARD BD INDEX FDS (BSV) 29,258 +4,306 $2,404
     BSV29,258+4,306$2,404
AT&T INC 77,658 -21,472 $2,264
     T77,658-21,472$2,264
VANGUARD INDEX FDS (VOO) 7,748 +1,411 $1,835
     VOO7,748+1,411$1,835
AMERICAN EXPRESS CO 21,259 -830 $1,820
     AXP21,259-830$1,820
BERKSHIRE HATHAWAY INC DEL      $1,738
     BRK.B9,504+576$1,738
SOUTHERN CO 31,661 -4,030 $1,714
     SO31,661-4,030$1,714
JOHNSON & JOHNSON 12,663 -956 $1,661
     JNJ12,663-956$1,661
INVESCO EXCHANGE TRADED FD T (RSP) 19,092 -826 $1,604
     RSP19,092-826$1,604
WALMART INC 14,062 -4,412 $1,598
     WMT14,062-4,412$1,598
VERIZON COMMUNICATIONS INC 28,944 -5,358 $1,555
     VZ28,944-5,358$1,555
COCA COLA CO 35,109 -2,511 $1,554
     KO35,109-2,511$1,554
VANGUARD SCOTTSDALE FDS (VONG) 8,993 +88 $1,391
     VONG8,993+88$1,391
GLOBAL PMTS INC 9,134 -432 $1,317
     GPN9,134-432$1,317
SPDR GOLD TRUST (GLD) 8,758 -15,326 $1,297
     GLD8,758-15,326$1,297
VANGUARD INDEX FDS (VTI) 9,565 -1,212 $1,233
     VTI9,565-1,212$1,233
VANGUARD SPECIALIZED FUNDS (VIG) 11,499 +3,919 $1,189
     VIG11,499+3,919$1,189
ISHARES TR (ITOT) 20,637 -256 $1,181
     ITOT20,637-256$1,181
DUKE ENERGY CORP NEW 13,938 -1,186 $1,127
     DUK13,938-1,186$1,127
COSTCO WHSL CORP NEW 3,893 -117 $1,110
     COST3,893-117$1,110
MERCK & CO. INC 14,401 -3,273 $1,108
     MRK14,401-3,273$1,108
ISHARES TR (TIP) 9,333 +32 $1,101
     TIP9,333+32$1,101
BK OF AMERICA CORP 51,357 -12,127 $1,090
     BAC51,357-12,127$1,090
PROCTER & GAMBLE CO 9,851 -1,501 $1,084
     PG9,851-1,501$1,084
WP CAREY INC 18,490 -4,261 $1,074
     WPC18,490-4,261$1,074
DISNEY WALT CO 10,943 +2,943 $1,057
     DIS10,943+2,943$1,057
ISHARES TR (IWF) 6,991 -401 $1,053
     IWF6,991-401$1,053
VANGUARD INDEX FDS (VO) 7,740 +276 $1,019
     VO7,740+276$1,019
INVESCO QQQ TR 4,995 +339 $951
     QQQ4,995+339$951
ALPHABET INC 798 -477 $927
     GOOGL798-477$927
INTEL CORP 17,085 -2,438 $925
     INTC17,085-2,438$925
EXXON MOBIL CORP 23,112 -7,442 $878
     XOM23,112-7,442$878
GENERAL MLS INC 16,508 -2,940 $871
     GIS16,508-2,940$871
SPDR DOW JONES INDL AVRG ETF (DIA) 3,934 -1,859 $862
     DIA3,934-1,859$862
CINCINNATI FINL CORP 11,385 UNCH $859
     CINF11,385UNCH$859
SPDR SER TR (SPYD) 34,755 +34,196 $855
     SPYD34,755+34,196$855
ISHARES TR (IVV) 3,237 +36 $837
     IVV3,237+36$837
PFIZER INC 25,452 -5,243 $831
     PFE25,452-5,243$831
ISHARES TR (SHV) 7,375 +1,860 $819
     SHV7,375+1,860$819
CISCO SYS INC 20,613 -3,592 $810
     CSCO20,613-3,592$810
UNITEDHEALTH GROUP INC 3,230 -39 $805
     UNH3,230-39$805
VANGUARD BD INDEX FDS (BND) 9,299 -17,346 $794
     BND9,299-17,346$794

See Full List: All Stocks Held By Lakeview Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lakeview Capital Partners LLC

Size ($ in 1000's)
At 03/31/2020: $137,880
At 12/31/2019: $208,830

Lakeview Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lakeview Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

Lakeview Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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