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Lakeview Capital Partners, LLC Buys BARCLAYS BANK PLC, JP MORGAN ETF TRUS, ISHARES GOLD TRUST, Sells Vanguard Russell 1000 Growth Index Fund, Alphabet Inc, Illinois Tool Works Inc

Atlanta, GA, based Investment company Lakeview Capital Partners, LLC (Current Portfolio) buys BARCLAYS BANK PLC, JP MORGAN ETF TRUS, ISHARES GOLD TRUST, Alphabet Inc, SELECT SECTOR SPDR, sells Vanguard Russell 1000 Growth Index Fund, Alphabet Inc, Illinois Tool Works Inc, The Walt Disney Co, The Travelers Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Lakeview Capital Partners, LLC. As of 2020Q3, Lakeview Capital Partners, LLC owns 345 stocks with a total value of $167 million. These are the details of the buys and sells.

For the details of Lakeview Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lakeview+capital+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Lakeview Capital Partners, LLC
  1. Apple Inc (AAPL) - 94,537 shares, 6.56% of the total portfolio. Shares reduced by 10.76%
  2. ARK ETF TR (ARKK) - 74,031 shares, 4.08% of the total portfolio. Shares added by 3.74%
  3. Amazon.com Inc (AMZN) - 1,745 shares, 3.29% of the total portfolio. Shares reduced by 1.08%
  4. The Home Depot Inc (HD) - 19,438 shares, 3.24% of the total portfolio. Shares reduced by 1.53%
  5. Microsoft Corp (MSFT) - 22,074 shares, 2.78% of the total portfolio. Shares reduced by 2.36%
New Purchase: BARCLAYS BANK PLC (VXX)

Lakeview Capital Partners, LLC initiated holding in BARCLAYS BANK PLC. The purchase prices were between $24.33 and $35.24, with an estimated average price of $27.85. The stock is now traded at around $22.04. The impact to a portfolio due to this purchase was 0.61%. The holding were 41,000 shares as of .

New Purchase: JP MORGAN ETF TRUS (JQUA)

Lakeview Capital Partners, LLC initiated holding in JP MORGAN ETF TRUS. The purchase prices were between $30.48 and $34.36, with an estimated average price of $32.19. The stock is now traded at around $33.86. The impact to a portfolio due to this purchase was 0.33%. The holding were 16,769 shares as of .

New Purchase: Sunrun Inc (RUN)

Lakeview Capital Partners, LLC initiated holding in Sunrun Inc. The purchase prices were between $19.84 and $77.07, with an estimated average price of $46.69. The stock is now traded at around $63.30. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,450 shares as of .

New Purchase: FS KKR Capital Corp II (FSKR)

Lakeview Capital Partners, LLC initiated holding in FS KKR Capital Corp II. The purchase prices were between $12.25 and $15.49, with an estimated average price of $14.28. The stock is now traded at around $15.24. The impact to a portfolio due to this purchase was 0.15%. The holding were 17,445 shares as of .

New Purchase: Calamos Dynamic Convertible and Income Fund (CCD)

Lakeview Capital Partners, LLC initiated holding in Calamos Dynamic Convertible and Income Fund. The purchase prices were between $21.25 and $23.99, with an estimated average price of $22.67. The stock is now traded at around $24.27. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,262 shares as of .

New Purchase: Salesforce.com Inc (CRM)

Lakeview Capital Partners, LLC initiated holding in Salesforce.com Inc. The purchase prices were between $185.51 and $281.25, with an estimated average price of $219.05. The stock is now traded at around $259.34. The impact to a portfolio due to this purchase was 0.13%. The holding were 882 shares as of .

Added: ISHARES GOLD TRUST (IAU)

Lakeview Capital Partners, LLC added to a holding in ISHARES GOLD TRUST by 29.52%. The purchase prices were between $16.92 and $19.71, with an estimated average price of $18.26. The stock is now traded at around $18.16. The impact to a portfolio due to this purchase was 0.28%. The holding were 112,984 shares as of .

Added: Alphabet Inc (GOOG)

Lakeview Capital Partners, LLC added to a holding in Alphabet Inc by 43.18%. The purchase prices were between $1415.21 and $1728.28, with an estimated average price of $1525.89. The stock is now traded at around $1574.74. The impact to a portfolio due to this purchase was 0.2%. The holding were 756 shares as of .

Added: SELECT SECTOR SPDR (XLU)

Lakeview Capital Partners, LLC added to a holding in SELECT SECTOR SPDR by 95.55%. The purchase prices were between $56.7 and $61.49, with an estimated average price of $59.33. The stock is now traded at around $64.12. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,929 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Lakeview Capital Partners, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 69.14%. The purchase prices were between $82.55 and $83.1, with an estimated average price of $82.88. The stock is now traded at around $82.93. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,097 shares as of .

Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

Lakeview Capital Partners, LLC added to a holding in iShares Core 1-5 Year USD Bond ETF by 94.42%. The purchase prices were between $51.09 and $51.59, with an estimated average price of $51.39. The stock is now traded at around $51.53. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,180 shares as of .

Added: ISHARES TRUST (AGG)

Lakeview Capital Partners, LLC added to a holding in ISHARES TRUST by 45.47%. The purchase prices were between $117.45 and $119.23, with an estimated average price of $118.22. The stock is now traded at around $117.95. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,857 shares as of .

Sold Out: Illinois Tool Works Inc (ITW)

Lakeview Capital Partners, LLC sold out a holding in Illinois Tool Works Inc. The sale prices were between $172.44 and $201.95, with an estimated average price of $189.81.

Sold Out: The Travelers Companies Inc (TRV)

Lakeview Capital Partners, LLC sold out a holding in The Travelers Companies Inc. The sale prices were between $107.44 and $122.24, with an estimated average price of $114.64.

Sold Out: Gilead Sciences Inc (GILD)

Lakeview Capital Partners, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $62.1 and $78.08, with an estimated average price of $69.4.

Sold Out: CVS Health Corp (CVS)

Lakeview Capital Partners, LLC sold out a holding in CVS Health Corp. The sale prices were between $56.71 and $65.71, with an estimated average price of $62.23.

Sold Out: Global Blood Therapeutics Inc (GBT)

Lakeview Capital Partners, LLC sold out a holding in Global Blood Therapeutics Inc. The sale prices were between $52.76 and $74.49, with an estimated average price of $63.55.

Sold Out: PNC Financial Services Group Inc (PNC)

Lakeview Capital Partners, LLC sold out a holding in PNC Financial Services Group Inc. The sale prices were between $98.85 and $114.18, with an estimated average price of $107.55.



Here is the complete portfolio of Lakeview Capital Partners, LLC. Also check out:

1. Lakeview Capital Partners, LLC's Undervalued Stocks
2. Lakeview Capital Partners, LLC's Top Growth Companies, and
3. Lakeview Capital Partners, LLC's High Yield stocks
4. Stocks that Lakeview Capital Partners, LLC keeps buying

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