Lakeview Capital Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationatlanta, GA
- CIK0001633172
- Alternate namesBison Wealth, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
320 | $453.96M | OVL, IEF, AAPL, NDQ | 13F-HR | Feb 14, 2025 | 000117266125001285 | ||
418 | $628.16M | OVL, AAPL, MSFT, BIOHAVEN LTD | 13F-HR | Nov 5, 2024 | 000117266124004465 | ||
422 | $614.99M | AAPL, MSFT, BIOHAVEN LTD, AMZN | 13F-HR | Jul 31, 2024 | 000117266124002986 | ||
424 | $615.37M | AAPL, MSFT, BIOHAVEN LTD, AMZN | 13F-HR | May 10, 2024 | 000117266124002121 | ||
402 | $564.87M | AAPL, MSFT, NDQ, BIOHAVEN LTD | 13F-HR | Jan 30, 2024 | 000117266124000384 | ||
389 | $515.25M | AAPL, MSFT, SHV, OVL | 13F-HR | Nov 13, 2023 | 000117266123003718 | ||
383 | $538.74M | AAPL, MSFT, SHV, SHY | 13F-HR | Aug 14, 2023 | 000117266123003169 | ||
257 | $322.37M | AAPL, MSFT, OVT, JPM | 13F-HR | May 15, 2023 | 000117266123002097 | ||
270 | $313.09M | AAPL, MSFT, JPM, HD | 13F-HR | Feb 10, 2023 | 000117266123000605 | ||
250 | $254.79M | AAPL, MSFT, AMZN, HD | 13F-HR | Nov 14, 2022 | 000160658722002347 | ||
325 | $174.24M | AAPL, OVLH, MSFT, JPM | 13F-HR | Jul 22, 2022 | 000139834422013920 | ||
364 | $196.09M | AAPL, MSFT, AMZN, JPM | 13F-HR | May 12, 2022 | 000139834422009408 | ||
355 | $171.61M | AAPL, MSFT, AMZN, HD | 13F-HR | Feb 2, 2022 | 000139834422001871 | ||
475 | $218.80M | AAPL, HD, ARKK, AMZN | 13F-HR | Nov 3, 2021 | 000139834421020884 | ||
461 | $228.72M | AAPL, ARKK, HD, VOO | 13F-HR | Aug 2, 2021 | 000139834421015282 | ||
467 | $233.25M | AAPL, ARKK, AMZN, VOO | 13F-HR | May 5, 2021 | 000139834421009757 | ||
413 | $214.16M | AAPL, ARKK, AMZN, MSFT | 13F-HR | Feb 11, 2021 | 000139834421003009 | ||
371 | $170.40M | AAPL, ARKK, AMZN, HD | 13F-HR | Oct 16, 2020 | 000139834420020175 | ||
353 | $158.30M | AAPL, ARKK, HD, AMZN | 13F-HR | Aug 3, 2020 | 000139834420014864 | ||
330 | $137.88M | AAPL, HD, SPY, MINT | 13F-HR | May 4, 2020 | 000139834420009142 | ||
388 | $208.83M | AAPL, SPY, HD, MINT | RESTATEMENT | May 4, 2020 | 000139834420009144 | ||
234 | $180.07M | AAPL, HD, SPY, MINT | 13F-HR | Nov 4, 2019 | 000139834419019040 | ||
233 | $171.63M | AAPL, HD, MINT, SPY | 13F-HR | Aug 5, 2019 | 000139834419013451 | ||
222 | $162.94M | AAPL, MINT, HD, SPY | 13F-HR | May 9, 2019 | 000139834419008260 | ||
206 | $137.64M | MINT, HD, AAPL, SPY | 13F-HR | Feb 8, 2019 | 000139834419002283 | ||
224 | $152.83M | AAPL, HD, SPY, ARKK | 13F-HR | Nov 9, 2018 | 000139834418016231 | ||
208 | $134.20M | HD, AAPL, SPY, JPM | 13F-HR | Aug 9, 2018 | 000139834418011453 | ||
202 | $131.14M | AAPL, HD, SPY, BSV | 13F-HR | May 8, 2018 | 000139834418007069 | ||
208 | $135.89M | HD, AAPL, BSV, SPY | 13F-HR | Jan 29, 2018 | 000139834418001067 | ||
197 | $124.92M | BSV, AAPL, HD, SPY | 13F-HR | Oct 27, 2017 | 000139834417013760 | ||
189 | $121.00M | BSV, AAPL, HD, VANGUARD WORLD FDS | 13F-HR | Aug 1, 2017 | 000139834417009370 | ||
174 | $115.94M | BSV, AAPL, VANGUARD WORLD FDS, HD | 13F-HR | May 11, 2017 | 000139834417006237 | ||
184 | $117.43M | BSV, AAPL, HD, UPS | 13F-HR | Feb 6, 2017 | 000139834417001402 | ||
181 | $118.06M | BSV, AAPL, HD, UPS | 13F-HR | Nov 14, 2016 | 000139834416020653 | ||
192 | $166.30M | BSV, HD, AAPL, GE | 13F-HR | Aug 11, 2016 | 000139834416016482 | ||
188 | $155.50M | BSV, AAPL, HD, GE | 13F-HR | May 3, 2016 | 000139834416012761 | ||
234 | $175.40M | BSV, HD, AAPL, GE | 13F-HR | Feb 16, 2016 | 000139834416009919 | ||
221 | $152.00M | BSV, AAPL, HD, SO | 13F-HR | Nov 5, 2015 | 000139834415007388 | ||
248 | $171.45M | 9000039D, AAPL, XOM, T | 13F-HR | Aug 13, 2015 | 000139834415005257 | ||
226 | $164.68M | 9000039D, AAPL, T, BIV | 13F-HR | May 14, 2015 | 000139834415003269 | ||
198 | $132.06M | 9000039D, AAPL, 9000049D, AXP | 13F-HR | Feb 12, 2015 | 000139834415000917 |