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LAKEVIEW CAPITAL PARTNERS, LLC Information

1201 PEACHTREE STREET, NE, ATLANTA, Georgia, 30361, (404) 841-2224

Report Date: 03/31/2019

Position Statistics

Total Positions 237
New Positions 28
Increased Positions 138
Decreased Positions 63
Positions with Activity 201
Sold Out Positions 13
Total Mkt Value (in $ millions) 162

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 3.62%
Basic Materials 0.59%
Industrials 6.09%
Consumer Cyclicals 8.58%
Consumer Non-Cyclicals 6.11%
Financials 45.48%
Healthcare 7.1%
Technology 12.83%
Telecommunication Services 3.1%
Utilities 2.48%

237 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PIMCO ETF TR ENHAN SHRT MA AC 5,403 483 9.81 53,143
APPLE INC COM 5,132 310 6.43 28,675
HOME DEPOT INC COM 4,943 -28 (0.57) 25,532
SPDR S&P 500 ETF TR TR UNIT 4,531 182 4.19 16,022
ARK ETF TR INNOVATION ETF 3,973 109 2.83 94,286
JPMORGAN CHASE & CO COM 3,443 144 4.37 31,386
MICROSOFT CORP COM 3,020 -73 (2.36) 23,921
AMAZON COM INC COM 2,981 190 6.79 1,635
AT&T INC COM 2,753 123 4.67 85,315
AMERICAN EXPRESS CO COM 2,636 92 3.60 22,059
UNITED PARCEL SERVICE INC CL B 2,585 -17 (0.66) 26,971
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 2,193 59 2.75 21,189
SCHWAB STRATEGIC TR US SML CAP ETF 2,106 179 9.31 30,471
SCHWAB STRATEGIC TR US MID-CAP ETF 2,104 230 12.28 38,491
WALMART INC COM 2,040 153 8.09 19,874
W P CAREY INC COM 1,998 New 23,901
JOHNSON & JOHNSON COM 1,987 219 12.37 14,311
VANGUARD BD INDEX FD INC SHORT TRM BOND 1,908 55 2.99 23,933
VERIZON COMMUNICATIONS INC COM 1,888 162 9.38 31,828
COCA COLA CO COM 1,832 -8 (0.42) 36,936