Lakeview Capital Partners, LLC Buys Simplify US Equity PLUS Downside Convexity ETF, Enbridge Inc, Meta Platforms Inc, Sells Vanguard S&P 500 ETF, iShares Core S&P Total U.S. Stock Market ETF, iShares Russell 1000 Growth ETF

Atlanta, GA, based Investment company Lakeview Capital Partners, LLC (Current Portfolio) buys Simplify US Equity PLUS Downside Convexity ETF, Enbridge Inc, Meta Platforms Inc, Thermo Fisher Scientific Inc, Aon PLC, sells Vanguard S&P 500 ETF, iShares Core S&P Total U.S. Stock Market ETF, iShares Russell 1000 Growth ETF, Adobe Inc, Danaher Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Lakeview Capital Partners, LLC. As of 2021Q3, Lakeview Capital Partners, LLC owns 475 stocks with a total value of $219 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) - 89,877 shares, 5.81% of the total portfolio. Shares reduced by 0.08%
  2. The Home Depot Inc (HD) - 19,463 shares, 2.92% of the total portfolio. Shares reduced by 1.08%
  3. ARK Innovation ETF (ARKK) - 55,051 shares, 2.78% of the total portfolio. Shares reduced by 18.77%
  4. Amazon.com Inc (AMZN) - 1,716 shares, 2.58% of the total portfolio. Shares added by 1.42%
  5. S&P 500 ETF TRUST ETF (SPY) - 12,921 shares, 2.54% of the total portfolio. Shares added by 0.34%
New Purchase: Simplify US Equity PLUS Downside Convexity ETF (SPD)

Lakeview Capital Partners, LLC initiated holding in Simplify US Equity PLUS Downside Convexity ETF. The purchase prices were between $29.95 and $31.96, with an estimated average price of $31.12. The stock is now traded at around $32.450000. The impact to a portfolio due to this purchase was 0.68%. The holding were 49,000 shares as of 2021-09-30.

New Purchase: Thermo Fisher Scientific Inc (TMO)

Lakeview Capital Partners, LLC initiated holding in Thermo Fisher Scientific Inc. 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 $642.370000. The impact to a portfolio due to this purchase was 0.1%. The holding were 376 shares as of 2021-09-30.

New Purchase: Aon PLC (AON)

Lakeview Capital Partners, LLC initiated holding in Aon PLC. The purchase prices were between $226.79 and $299.17, with an estimated average price of $268.54. The stock is now traded at around $294.870000. The impact to a portfolio due to this purchase was 0.1%. The holding were 744 shares as of 2021-09-30.

New Purchase: Western Asset Managed Municipals Fd Inc (MMU)

Lakeview Capital Partners, LLC initiated holding in Western Asset Managed Municipals Fd Inc. The purchase prices were between $13.34 and $13.92, with an estimated average price of $13.57. The stock is now traded at around $13.250000. The impact to a portfolio due to this purchase was 0.09%. The holding were 14,210 shares as of 2021-09-30.

New Purchase: American Homes 4 Rent (AMH)

Lakeview Capital Partners, LLC initiated holding in American Homes 4 Rent. The purchase prices were between $38.12 and $42.6, with an estimated average price of $40.9. The stock is now traded at around $41.000000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,354 shares as of 2021-09-30.

New Purchase: Simplify Interest Rate Hedge ETF (PFIX)

Lakeview Capital Partners, LLC initiated holding in Simplify Interest Rate Hedge ETF. The purchase prices were between $38.53 and $41.42, with an estimated average price of $39.94. The stock is now traded at around $40.910000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,147 shares as of 2021-09-30.

Added: Enbridge Inc (ENB)

Lakeview Capital Partners, LLC added to a holding in Enbridge Inc by 100.93%. The purchase prices were between $37.31 and $40.69, with an estimated average price of $39.47. The stock is now traded at around $42.150000. The impact to a portfolio due to this purchase was 0.14%. The holding were 14,704 shares as of 2021-09-30.

Added: Meta Platforms Inc (FB)

Lakeview Capital Partners, LLC added to a holding in Meta Platforms Inc by 20.79%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $331.700000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,986 shares as of 2021-09-30.

Added: iShares MSCI Intl Value Factor ETF (IVLU)

Lakeview Capital Partners, LLC added to a holding in iShares MSCI Intl Value Factor ETF by 37.08%. The purchase prices were between $24.83 and $26.48, with an estimated average price of $25.9. The stock is now traded at around $26.400000. The impact to a portfolio due to this purchase was 0.05%. The holding were 15,665 shares as of 2021-09-30.

Added: Invesco Dow Jones Industrial Average Dividend ETF (DJD)

Lakeview Capital Partners, LLC added to a holding in Invesco Dow Jones Industrial Average Dividend ETF by 37.84%. The purchase prices were between $42.4 and $44.93, with an estimated average price of $43.98. The stock is now traded at around $44.880000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,420 shares as of 2021-09-30.

Added: SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)

Lakeview Capital Partners, LLC added to a holding in SPDR Portfolio S&P 400 Mid Cap ETF by 23.56%. The purchase prices were between $44.83 and $48.44, with an estimated average price of $47.02. The stock is now traded at around $50.550000. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,188 shares as of 2021-09-30.

Added: JPMorgan International Growth ETF (JIG)

Lakeview Capital Partners, LLC added to a holding in JPMorgan International Growth ETF by 29.81%. The purchase prices were between $75.5 and $83.2, with an estimated average price of $79.22. The stock is now traded at around $80.230000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,017 shares as of 2021-09-30.

Sold Out: Adobe Inc (ADBE)

Lakeview Capital Partners, LLC sold out a holding in Adobe Inc. The sale prices were between $575.72 and $666.59, with an estimated average price of $629.42.

Sold Out: Vanguard Tax-Exempt Bond ETF (VTEB)

Lakeview Capital Partners, LLC sold out a holding in Vanguard Tax-Exempt Bond ETF. The sale prices were between $54.7 and $55.37, with an estimated average price of $55.14.

Sold Out: Ecolab Inc (ECL)

Lakeview Capital Partners, LLC sold out a holding in Ecolab Inc. The sale prices were between $208.62 and $229.6, with an estimated average price of $219.13.

Sold Out: Canadian National Railway Co (CNI)

Lakeview Capital Partners, LLC sold out a holding in Canadian National Railway Co. The sale prices were between $101.48 and $127.22, with an estimated average price of $110.76.

Sold Out: General Motors Co (GM)

Lakeview Capital Partners, LLC sold out a holding in General Motors Co. The sale prices were between $48.18 and $59.11, with an estimated average price of $53.17.

Sold Out: Lithia Motors Inc (LAD)

Lakeview Capital Partners, LLC sold out a holding in Lithia Motors Inc. The sale prices were between $317.04 and $381.52, with an estimated average price of $347.83.



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