Lake Point Wealth Management Buys General Electric Co, Johnson & Johnson, Public Storage, Sells SPDR Dow Jones Global Real Estate ETF, Schwab US Dividend Equity ETF, iShares Core MSCI Total International Stock ETF

• New Purchases: GE, PSA, AFG, KBE, NEM, SBLK, AMC, VVNT, VNDA, UAL, TLRY, TLRY, REI, QDEL, PLTK, OPTT, DIAX, MSGE, USMV, XSLV, XMLV, HIVE, HGLB, HESM, GHG, FNF, XELA, COLL, BCC, BBDC, ASAN,
• Added Positions: XVOL, IVOL, SMMD, IEMG, IHDG, IAU, JNJ, QLS, HYLV, WFG, TMO, CSCO, MCD, MSFT, BOND, BRK.B, ABNB, BNDW, BP, CRM, PFG, USOI, UTF, AOM, AOA, IBB, FENY,
• Reduced Positions: IVV, PG, RWO, NVDA, AMZN, AAPL, CCL, CVX, XOM, AGG, SNDL, VZ, LUV, SQ, VERO, IJR, VTRS, ZM, ZNGA, FVRR, PINS, PM, PFE, T, INTC, HLT, LOPE, MJ, DIS, CVS, AMD,
• Sold Out: IXUS, SCHD, NIO, VB, MOAT, FNDF, VBR, VIGI, MU, SE, NEE, XM, SGMS, RCL, WORK, VLO, AVNT, MSGN, MDC, K, KBR, ISTB, IPG, GRWG, GMAB, COST, CCIV, CSWI, CI, AXON,

For the details of Lake Point Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/lake+point+wealth+management/current-portfolio/portfolio

1. Acruence Active Hedge U.S. Equity ETF (XVOL) - 3,469,987 shares, 32.90% of the total portfolio. Shares added by 4.68%
2. Quadratic Interest Rate Volatility And Inflation H (IVOL) - 1,118,056 shares, 14.36% of the total portfolio. Shares added by 4.25%
3. WisdomTree International Hedged Quality Dividend G (IHDG) - 641,627 shares, 12.77% of the total portfolio. Shares added by 1.95%
4. iShares Russell 2500 ETF (SMMD) - 420,889 shares, 12.45% of the total portfolio. Shares added by 2.89%
5. iShares Core MSCI Emerging Markets ETF (IEMG) - 221,678 shares, 6.31% of the total portfolio. Shares added by 5.02%

Lake Point Wealth Management initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $103.150000. The impact to a portfolio due to this purchase was 0.03%. The holding were 605 shares as of 2021-09-30.

Lake Point Wealth Management initiated holding in Public Storage. The purchase prices were between $296.74 and $331.04, with an estimated average price of $313.87. The stock is now traded at around $322.510000. The impact to a portfolio due to this purchase was 0.02%. The holding were 124 shares as of 2021-09-30.

Lake Point Wealth Management initiated holding in SPDR S&P Bank ETF. The purchase prices were between $46.96 and $53.65, with an estimated average price of $50.54. The stock is now traded at around $56.550000. The impact to a portfolio due to this purchase was 0.01%. The holding were 8,163 shares as of 2021-09-30.

Lake Point Wealth Management initiated holding in Newmont Corp. The purchase prices were between $53.71 and $63.98, with an estimated average price of $59.05. The stock is now traded at around $57.180000. The impact to a portfolio due to this purchase was 0.01%. The holding were 200 shares as of 2021-09-30.

Lake Point Wealth Management initiated holding in American Financial Group Inc. The purchase prices were between $120 and $138.61, with an estimated average price of $130.59. The stock is now traded at around $137.640000. The impact to a portfolio due to this purchase was 0.01%. The holding were 217 shares as of 2021-09-30.

Lake Point Wealth Management initiated holding in HIVE Blockchain Technologies Ltd. The purchase prices were between $1.98 and $3.6, with an estimated average price of $2.82. The stock is now traded at around $3.760000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,000 shares as of 2021-09-30.

Lake Point Wealth Management added to a holding in Johnson & Johnson by 63.69%. The purchase prices were between $161.5 and $179.47, with an estimated average price of $170.65. The stock is now traded at around $163.400000. The impact to a portfolio due to this purchase was 0.02%. The holding were 514 shares as of 2021-09-30.

Lake Point Wealth Management added to a holding in Cisco Systems Inc by 59.82%. The purchase prices were between $52.98 and $59.53, with an estimated average price of $56.12. The stock is now traded at around $55.690000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,082 shares as of 2021-09-30.

Lake Point Wealth Management added to a holding in West Fraser Timber Co.Ltd by 206.00%. The purchase prices were between $66.28 and $85.11, with an estimated average price of $74.59. The stock is now traded at around $85.590000. The impact to a portfolio due to this purchase was 0.01%. The holding were 153 shares as of 2021-09-30.

Lake Point Wealth Management added to a holding in McDonald's Corp by 48.78%. The purchase prices were between $229.26 and $248.11, with an estimated average price of $238.61. The stock is now traded at around $241.400000. The impact to a portfolio due to this purchase was 0.01%. The holding were 305 shares as of 2021-09-30.

Lake Point Wealth Management added to a holding in Thermo Fisher Scientific Inc by 49.25%. The purchase prices were between $509.53 and $609.78, with an estimated average price of $548.6. The stock is now traded at around $608.410000. The impact to a portfolio due to this purchase was 0.01%. The holding were 100 shares as of 2021-09-30.

Lake Point Wealth Management added to a holding in iShares Nasdaq Biotechnology Index Fund by 33.33%. The purchase prices were between $158.78 and $176.08, with an estimated average price of $168.18. The stock is now traded at around $158.900000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 100 shares as of 2021-09-30.

Lake Point Wealth Management sold out a holding in Schwab US Dividend Equity ETF. The sale prices were between $73.64 and $77.51, with an estimated average price of $75.71.

Lake Point Wealth Management sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $70.98 and $74.79, with an estimated average price of $72.88.

Lake Point Wealth Management sold out a holding in NIO Inc. The sale prices were between $34.9 and $50.9, with an estimated average price of $41.21.

Lake Point Wealth Management sold out a holding in Vanguard Small Cap ETF. The sale prices were between $211.35 and $228.82, with an estimated average price of $221.78.

Lake Point Wealth Management sold out a holding in Schwab Fundamental International Large Company Ind. The sale prices were between $31.76 and $33.8, with an estimated average price of $33.15.

Lake Point Wealth Management sold out a holding in VanEck Morningstar Wide Moat ETF. The sale prices were between $73.11 and $76.91, with an estimated average price of $75.27.

Lake Point Wealth Management reduced to a holding in SPDR Dow Jones Global Real Estate ETF by 72.86%. The sale prices were between $51.06 and $54.87, with an estimated average price of $53.01. The stock is now traded at around $54.090000. The impact to a portfolio due to this sale was -0.04%. Lake Point Wealth Management still held 641 shares as of 2021-09-30.

Lake Point Wealth Management reduced to a holding in NVIDIA Corp by 29.01%. The sale prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $226.920000. The impact to a portfolio due to this sale was -0.02%. Lake Point Wealth Management still held 460 shares as of 2021-09-30.

Lake Point Wealth Management reduced to a holding in Carnival Corp by 30.44%. The sale prices were between $19.72 and $26.38, with an estimated average price of $23.3. The stock is now traded at around $22.330000. The impact to a portfolio due to this sale was -0.01%. Lake Point Wealth Management still held 971 shares as of 2021-09-30.

Lake Point Wealth Management reduced to a holding in Exxon Mobil Corp by 21.76%. The sale prices were between $52.73 and $63.26, with an estimated average price of $57.05. The stock is now traded at around $62.690000. The impact to a portfolio due to this sale was -0.01%. Lake Point Wealth Management still held 1,564 shares as of 2021-09-30.