Lakeview Capital Partners, LLC
CIK 1633172 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $454.0M
- المراكز
- 320
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#4037 من 9443 حسب قيمة 13F · أعلى 42.8%
- وزن أكبر 10 مقتنيات
- 31,53%
- وزن أكبر 25 مقتنية
- 51,56%
- المراكز فوق 1%
- 23
- العدد الفعلي للمراكز
- 64,4
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 320
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
12,6%
Healthcare
6,0%
Retail
3,4%
Communication Services
2,8%
Industrials
2,6%
Financials
2,5%
Financial Services
2,4%
Energy
1,7%
Consumer Discretionary
1,6%
Utilities
1,1%
Logistics & Transportation
0,7%
Consumer Staples
0,7%
Consumer products
0,5%
Telecommunication
0,4%
Real Estate
0,3%
Communications
0,2%
Materials
0,1%
N/A
0,1%
Packaging
0,0%
أخرى/غير معينة
60,3%
المحفظة الكاملة 320 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| OVL | $25059306 | 5,52% | 537292 | صعود ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $19602060 | 4,32% | 212029 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $16913709 | 3,73% | 67541 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $13559947 | 2,99% | 26524 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $12923121 | 2,85% | 96233 | صعود ×1 | |||
| BHVN Biohaven Ltd. Common Shares | $12416186 | 2,74% | 332428 | صعود ×1 | |||
| SCHD | $12058878 | 2,66% | 441394 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $10472143 | 2,31% | 24845 | صعود ×1 | |||
| KHPI | $10252307 | 2,26% | 405711 | صعود ×1 | |||
| SPYM | $9854152 | 2,17% | 142938 | صعود ×1 | |||
| OVB | $9286069 | 2,05% | 459206 | صعود ×1 | |||
| IWF | $9194904 | 2,03% | 22897 | صعود ×1 | |||
| BIL | $9076804 | 2,00% | 99276 | صعود ×1 | |||
| SGOL | $8127999 | 1,79% | 324471 | صعود ×1 | |||
| OVT | $7096468 | 1,56% | 323312 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $6175829 | 1,36% | 28150 | صعود ×1 | |||
| SPY SPY | $5279547 | 1,16% | 9008 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4982350 | 1,10% | 20785 | صعود ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $4932789 | 1,09% | 25902 | صعود ×1 | |||
| OVLH | $4686618 | 1,03% | 137331 | صعود ×1 | |||
| IVV | $4591094 | 1,01% | 7799 | صعود ×1 | |||
| SPHY | $4556378 | 1,00% | 194136 | صعود ×1 | |||
| ICSH | $4552852 | 1,00% | 90281 | صعود ×1 | |||
| SPDN | $4235581 | 0,93% | 384703 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $4186833 | 0,92% | 10368 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $4045899 | 0,89% | 21373 | صعود ×1 | |||
| RSP | $3672326 | 0,81% | 20957 | صعود ×1 | |||
| HYG | $3648913 | 0,80% | 46394 | صعود ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $3639847 | 0,80% | 15700 | صعود ×1 | |||
| QUAL | $3394561 | 0,75% | 19062 | صعود ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $3253981 | 0,72% | 25805 | صعود ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $3139552 | 0,69% | 59181 | صعود ×1 | |||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $3101529 | 0,68% | 95993 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $2844556 | 0,63% | 7313 | صعود ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2829895 | 0,62% | 28209 | صعود ×1 | |||
| FBTC | $2786283 | 0,61% | 34154 | صعود ×1 | |||
| BRKB | $2700150 | 0,59% | 5957 | صعود ×1 | |||
| FLQM | $2635195 | 0,58% | 48521 | صعود ×1 | |||
| OVS | $2610931 | 0,58% | 74844 | صعود ×1 | |||
| VOO | $2581079 | 0,57% | 4790 | صعود ×1 | |||
| OVF | $2567895 | 0,57% | 109510 | صعود ×1 | |||
| JAAA | $2500835 | 0,55% | 49316 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $2453254 | 0,54% | 22806 | صعود ×1 | |||
| MSTR Strategy Inc - Class A Common Stock | $2279816 | 0,50% | 7872 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2232115 | 0,49% | 3812 | صعود ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $2208466 | 0,49% | 26939 | صعود ×1 | |||
| COWZ | $2203072 | 0,49% | 39006 | صعود ×1 | |||
| JBBB | $2159702 | 0,48% | 43932 | صعود ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $2140953 | 0,47% | 19444 | صعود ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $2057920 | 0,45% | 19101 | صعود ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $2022471 | 0,45% | 20330 | صعود ×1 | |||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $1997914 | 0,44% | 46496 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $1933627 | 0,43% | 10881 | صعود ×1 | |||
| OVM | $1872974 | 0,41% | 86036 | صعود ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1863367 | 0,41% | 12885 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1806044 | 0,40% | 1971 | صعود ×1 | |||
| V Visa Inc. | $1685178 | 0,37% | 5332 | صعود ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1678056 | 0,37% | 3317 | صعود ×1 | |||
| QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $1669873 | 0,37% | 18602 | صعود ×1 | |||
| SO Southern Company (The) Common Stock | $1654846 | 0,36% | 20103 | صعود ×1 | |||
| VTI | $1572990 | 0,35% | 5428 | صعود ×1 | |||
| JSI | $1537242 | 0,34% | 29671 | صعود ×1 | |||
| FVD | $1526719 | 0,34% | 34984 | صعود ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1523726 | 0,34% | 1974 | صعود ×1 | |||
| TSLL Direxion Daily TSLA Bull 2X Shares | $1514150 | 0,33% | 55000 | صعود ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $1477490 | 0,33% | 3040 | صعود ×1 | |||
| XLE XLE | $1458568 | 0,32% | 17027 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $1450095 | 0,32% | 8650 | صعود ×1 | |||
| GLD | $1438494 | 0,32% | 5941 | صعود ×1 | |||
| FTCS First Trust Capital Strength ETF | $1416073 | 0,31% | 16125 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $1415820 | 0,31% | 15670 | صعود ×1 | |||
| CVX Chevron Corporation Common Stock | $1374671 | 0,30% | 9491 | صعود ×1 | |||
| SPYD | $1314259 | 0,29% | 30395 | صعود ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1295562 | 0,29% | 17130 | صعود ×1 | |||
| BALT | $1295509 | 0,29% | 41232 | صعود ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $1260818 | 0,28% | 20251 | صعود ×1 | |||
| MS Morgan Stanley Common Stock | $1218501 | 0,27% | 9692 | صعود ×1 | |||
| BAC Bank of America Corporation Common Stock | $1158900 | 0,26% | 26369 | صعود ×1 | |||
| BCRX BioCryst Pharmaceuticals, Inc. - Common Stock | $1152666 | 0,25% | 153280 | صعود ×1 | |||
| ABT Abbott Laboratories Common Stock | $1151956 | 0,25% | 10184 | صعود ×1 | |||
| ORCL Oracle Corporation Common Stock | $1145365 | 0,25% | 6873 | صعود ×1 | |||
| EFG | $1142963 | 0,25% | 11804 | صعود ×1 | |||
| CCJ Cameco Corporation Common Stock | $1102215 | 0,24% | 21448 | صعود ×1 | |||
| XLK XLK | $1086535 | 0,24% | 4673 | صعود ×1 | |||
| BLK BlackRock, Inc. Common Stock | $1078096 | 0,24% | 1052 | صعود ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $1072708 | 0,24% | 3664 | صعود ×1 | |||
| DIA | $1056570 | 0,23% | 2483 | صعود ×1 | |||
| IJR | $1037028 | 0,23% | 9000 | صعود ×1 | |||
| AVUV | $1028995 | 0,23% | 10660 | صعود ×1 | |||
| WFC Wells Fargo & Company Common Stock | $1023987 | 0,23% | 14578 | صعود ×1 | |||
| VONG Vanguard Russell 1000 Growth ETF | $1020304 | 0,22% | 9877 | صعود ×1 | |||
| T AT&T Inc. | $1005025 | 0,22% | 44138 | صعود ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $977241 | 0,22% | 3960 | صعود ×1 | |||
| AMGN Amgen Inc. - Common Stock | $965716 | 0,21% | 3705 | صعود ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $948306 | 0,21% | 5212 | صعود ×1 | |||
| IVW | $944893 | 0,21% | 9307 | صعود ×1 | |||
| NOBL | $936805 | 0,21% | 9410 | صعود ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $927654 | 0,20% | 4947 | صعود ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $918915 | 0,20% | 1031 | صعود ×1 | |||
| ITW Illinois Tool Works Inc. Common Stock | $901443 | 0,20% | 3555 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| OVL | $25059306 | 537292 | 5,52% |
| IEF | $19602060 | 212029 | 4,32% |
| AAPL | $16913709 | 67541 | 3,73% |
| QQQ | $13559947 | 26524 | 2,99% |
| NVDA | $12923121 | 96233 | 2,85% |
| BHVN | $12416186 | 332428 | 2,74% |
| SCHD | $12058878 | 441394 | 2,66% |
| MSFT | $10472143 | 24845 | 2,31% |
| KHPI | $10252307 | 405711 | 2,26% |
| SPYM | $9854152 | 142938 | 2,17% |
| OVB | $9286069 | 459206 | 2,05% |
| IWF | $9194904 | 22897 | 2,03% |
| BIL | $9076804 | 99276 | 2,00% |
| SGOL | $8127999 | 324471 | 1,79% |
| OVT | $7096468 | 323312 | 1,56% |