0001398344-15-000917.txt : 20150212
0001398344-15-000917.hdr.sgml : 20150212
20150212165957
ACCESSION NUMBER: 0001398344-15-000917
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150212
DATE AS OF CHANGE: 20150212
EFFECTIVENESS DATE: 20150212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lakeview Capital Partners, LLC
CENTRAL INDEX KEY: 0001633172
IRS NUMBER: 460955252
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16523
FILM NUMBER: 15607205
BUSINESS ADDRESS:
STREET 1: 75 FOURTEENTH ST
STREET 2: SUITE 2400
CITY: ATLANTA
STATE: GA
ZIP: 30309
BUSINESS PHONE: 404-841-2224
MAIL ADDRESS:
STREET 1: 75 FOURTEENTH ST
STREET 2: SUITE 2400
CITY: ATLANTA
STATE: GA
ZIP: 30309
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001633172
XXXXXXXX
12-31-2014
12-31-2014
false
Lakeview Capital Partners, LLC
75 Fourteenth St
Suite 2400
Atlanta
GA
30309
13F HOLDINGS REPORT
028-16523
N
R. Scott Wilder
Manager
404-840-2224
/s/ R. Scott Wilder
Atlanta
GA
02-10-2015
0
198
132057
INFORMATION TABLE
2
fp0013183_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
417
2539
SH
SOLE
0
0
2539
ABBOTT LABS
COM
002824100
492
10927
SH
SOLE
0
0
10927
ABBVIE INC
COM
00287Y109
843
12882
SH
SOLE
0
0
12882
ACTAVIS PLC
SHS
G0083B108
332
1291
SH
SOLE
0
0
1291
ACUITY BRANDS INC
COM
00508Y102
246
1754
SH
SOLE
0
0
1754
AGILENT TECHNOLOGIES INC
COM
00846U101
344
8407
SH
SOLE
0
0
8407
AGL RES INC
COM
001204106
845
15509
SH
SOLE
0
0
15509
AK STL HLDG CORP
COM
001547108
347
58336
SH
SOLE
0
0
58336
AKAMAI TECHNOLOGIES INC
COM
00971T101
214
3405
SH
SOLE
0
0
3405
ALPS ETF TR
ALERIAN MLP
00162Q866
258
14706
SH
SOLE
0
0
14706
ALLERGAN INC
COM
018490102
282
1326
SH
SOLE
0
0
1326
ALPHA NATURAL RESOURCES INC
COM
02076X102
62
37031
SH
SOLE
0
0
37031
ALTRIA GROUP INC
COM
02209S103
584
11862
SH
SOLE
0
0
11862
AMEREN CORP
COM
023608102
266
5768
SH
SOLE
0
0
5768
AMERICAN EXPRESS CO
COM
025816109
3015
32408
SH
SOLE
0
0
32408
AMERICAN INTL GROUP INC
COM NEW
026874784
333
5939
SH
SOLE
0
0
5939
AMERICAN TOWER CORP NEW
COM
03027X100
247
2499
SH
SOLE
0
0
2499
AMERICAN WTR WKS CO INC NEW
COM
030420103
702
13172
SH
SOLE
0
0
13172
AMGEN INC
COM
031162100
573
3597
SH
SOLE
0
0
3597
APPLE INC
COM
037833100
3998
36217
SH
SOLE
0
0
36217
APPLIED MATLS INC
COM
038222105
339
13613
SH
SOLE
0
0
13613
ARCH COAL INC
COM
039380100
57
31902
SH
SOLE
0
0
31902
ARES CAP CORP
COM
04010L103
555
35538
SH
SOLE
0
0
35538
AT&T INC
COM
00206R102
2791
83100
SH
SOLE
0
0
83100
AVIS BUDGET GROUP
COM
053774105
205
3093
SH
SOLE
0
0
3093
BANK AMER CORP
COM
060505104
362
20230
SH
SOLE
0
0
20230
BB&T CORP
COM
054937107
1675
43071
SH
SOLE
0
0
43071
BCE INC
COM NEW
05534B760
424
9238
SH
SOLE
0
0
9238
BECTON DICKINSON & CO
COM
075887109
359
2580
SH
SOLE
0
0
2580
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1579
10513
SH
SOLE
0
0
10513
BIOGEN IDEC INC
COM
09062X103
431
1271
SH
SOLE
0
0
1271
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
891
26340
SH
SOLE
0
0
26340
BLUE EARTH INC
COM
095428108
43
39940
SH
SOLE
0
0
39940
BOEING CO
COM
097023105
355
2728
SH
SOLE
0
0
2728
BP PLC
SPONSORED ADR
055622104
786
20610
SH
SOLE
0
0
20610
BRISTOL MYERS SQUIBB CO
COM
110122108
581
9834
SH
SOLE
0
0
9834
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
589
12752
SH
SOLE
0
0
12752
BUNGE LIMITED
COM
G16962105
379
4174
SH
SOLE
0
0
4174
CARDINAL HEALTH INC
COM
14149Y108
225
2790
SH
SOLE
0
0
2790
CF INDS HLDGS INC
COM
125269100
300
1101
SH
SOLE
0
0
1101
CHAMBERS STR PPTYS
COM
157842105
147
18279
SH
SOLE
0
0
18279
CHEVRON CORP NEW
COM
166764100
1146
10212
SH
SOLE
0
0
10212
CISCO SYS INC
COM
17275R102
2026
72843
SH
SOLE
0
0
72843
CITIGROUP INC
COM NEW
172967424
316
5837
SH
SOLE
0
0
5837
CLIFFS NAT RES INC
COM
18683K101
241
33767
SH
SOLE
0
0
33767
COCA COLA CO
COM
191216100
2207
52272
SH
SOLE
0
0
52272
COLGATE PALMOLIVE CO
COM
194162103
459
6631
SH
SOLE
0
0
6631
CONOCOPHILLIPS
COM
20825C104
489
7088
SH
SOLE
0
0
7088
CONSOLIDATED EDISON INC
COM
209115104
324
4912
SH
SOLE
0
0
4912
CORNING INC
COM
219350105
268
11685
SH
SOLE
0
0
11685
COSTCO WHSL CORP NEW
COM
22160K105
298
2102
SH
SOLE
0
0
2102
CUMMINS INC
COM
231021106
327
2267
SH
SOLE
0
0
2267
DIREXION SHS ETF TR
NAS100 EQL WGT
25459Y207
529
8314
SH
SOLE
0
0
8314
DOMINION RES INC VA NEW
COM
25746U109
817
10624
SH
SOLE
0
0
10624
DOW CHEM CO
COM
260543103
263
5766
SH
SOLE
0
0
5766
DUKE ENERGY CORP NEW
COM NEW
26441C204
655
7837
SH
SOLE
0
0
7837
DU PONT E I DE NEMOURS & CO
COM
263534109
643
8699
SH
SOLE
0
0
8699
EGA EMERGING GLOBAL SHS TR
LOW VOL EM DIV
268461654
348
24062
SH
SOLE
0
0
24062
SWEDISH EXPT CR CORP
ROG TTL ETN 22
870297801
108
17100
SH
SOLE
0
0
17100
E M C CORP MASS
COM
268648102
342
11501
SH
SOLE
0
0
11501
EMERSON ELEC CO
COM
291011104
859
13914
SH
SOLE
0
0
13914
ENTEROMEDICS INC
COM NEW
29365M208
30
21000
SH
SOLE
0
0
21000
ENTERPRISE PRODS PARTNERS L
COM
293792107
928
25696
SH
SOLE
0
0
25696
EQUIFAX INC
COM
294429105
348
4300
SH
SOLE
0
0
4300
EXFO INC
SUB VTG SHS
302046107
71
20580
SH
SOLE
0
0
20580
EXPEDIA INC DEL
COM NEW
30212P303
204
2385
SH
SOLE
0
0
2385
EXPRESS SCRIPTS HLDG CO
COM
30219G108
233
2754
SH
SOLE
0
0
2754
EXXON MOBIL CORP
COM
30231G102
2886
31217
SH
SOLE
0
0
31217
FACTSET RESH SYS INC
COM
303075105
221
1567
SH
SOLE
0
0
1567
FIFTH STREET FINANCE CORP
COM
31678A103
146
18183
SH
SOLE
0
0
18183
FIRST TR EXCHANGE TRADED FD
ISE CLOUD COMP
33734X192
820
28825
SH
SOLE
0
0
28825
FIRST TR ISE GLOBL COPPR IND
COM
33733J103
576
31835
SH
SOLE
0
0
31835
FRANCO NEVADA CORP
COM
351858105
245
4973
SH
SOLE
0
0
4973
GASLOG LTD
SHS
G37585109
234
11500
SH
SOLE
0
0
11500
GENERAL DYNAMICS CORP
COM
369550108
482
3504
SH
SOLE
0
0
3504
GENERAL ELECTRIC CO
COM
369604103
2098
83029
SH
SOLE
0
0
83029
GENERAL MLS INC
COM
370334104
862
16160
SH
SOLE
0
0
16160
GENUINE PARTS CO
COM
372460105
647
6074
SH
SOLE
0
0
6074
GILEAD SCIENCES INC
COM
375558103
472
5005
SH
SOLE
0
0
5005
GOLDMAN SACHS GROUP INC
COM
38141G104
214
1106
SH
SOLE
0
0
1106
GOOGLE INC
CL A
38259P508
504
950
SH
SOLE
0
0
950
GOOGLE INC
CL C
38259P706
375
712
SH
SOLE
0
0
712
CLAYMORE EXCHANGE TRD FD TR
GUG MULTI ASSET
18383M506
431
19246
SH
SOLE
0
0
19246
RYDEX ETF TRUST
GUG RUSS TOP 50
78355W205
3394
23953
SH
SOLE
0
0
23953
RYDEX ETF TRUST
GUG S&P500EQWTFI
78355W858
747
16675
SH
SOLE
0
0
16675
RYDEX ETF TRUST
GUG S&P500EQWTHC
78355W841
908
6366
SH
SOLE
0
0
6366
RYDEX ETF TRUST
GUG S&P SC500 EQ
78355W882
729
8226
SH
SOLE
0
0
8226
RYDEX ETF TRUST
GUG S&P500EQWTUT
78355W791
889
11309
SH
SOLE
0
0
11309
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
6060
75704
SH
SOLE
0
0
75704
HARBINGER GROUP INC
COM
41146A106
522
36885
SH
SOLE
0
0
36885
HERCULES TECH GROWTH CAP INC
COM
427096508
188
12647
SH
SOLE
0
0
12647
HIGHWOODS PPTYS INC
COM
431284108
355
8013
SH
SOLE
0
0
8013
HOME DEPOT INC
COM
437076102
2415
23006
SH
SOLE
0
0
23006
ILLINOIS TOOL WKS INC
COM
452308109
304
3206
SH
SOLE
0
0
3206
ILLUMINA INC
COM
452327109
206
1116
SH
SOLE
0
0
1116
INTEL CORP
COM
458140100
1361
37517
SH
SOLE
0
0
37517
INTERNATIONAL BUSINESS MACHS
COM
459200101
629
3922
SH
SOLE
0
0
3922
ISHARES
GRWT ALLOCAT ETF
464289867
1703
42436
SH
SOLE
0
0
42436
ISHARES TR
CORE S&P MCP ETF
464287507
261
1802
SH
SOLE
0
0
1802
ISHARES TR
CORE S&P SCP ETF
464287804
507
4446
SH
SOLE
0
0
4446
ISHARES
MSCI AC ASIA ETF
464288182
230
3770
SH
SOLE
0
0
3770
ISHARES TR
MSCI EAFE ETF
464287465
494
8115
SH
SOLE
0
0
8115
ISHARES TR
MSCI PHILIPS ETF
46429B408
872
22816
SH
SOLE
0
0
22816
ISHARES
MSCI TAIWAN ETF
464286731
825
54619
SH
SOLE
0
0
54619
ISHARES TR
RUS 1000 VAL ETF
464287598
875
8380
SH
SOLE
0
0
8380
ISHARES TR
RUS 2000 GRW ETF
464287648
439
3084
SH
SOLE
0
0
3084
ISHARES TR
RUS MID-CAP ETF
464287499
203
1215
SH
SOLE
0
0
1215
ISHARES TR
SELECT DIVID ETF
464287168
745
9388
SH
SOLE
0
0
9388
JOHNSON & JOHNSON
COM
478160104
1671
15980
SH
SOLE
0
0
15980
JOY GLOBAL INC
COM
481165108
233
5000
SH
SOLE
0
0
5000
JPMORGAN CHASE & CO
COM
46625H100
2057
32863
SH
SOLE
0
0
32863
KIMBERLY CLARK CORP
COM
494368103
303
2619
SH
SOLE
0
0
2619
KINDER MORGAN INC DEL
COM
49456B101
1205
28475
SH
SOLE
0
0
28475
KINROSS GOLD CORP
COM NO PAR
496902404
114
40450
SH
SOLE
0
0
40450
KRAFT FOODS GROUP INC
COM
50076Q106
206
3289
SH
SOLE
0
0
3289
MACQUARIE INFRASTR CO LLC
MEMBERSHIP INT
55608B105
505
7110
SH
SOLE
0
0
7110
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
579
7009
SH
SOLE
0
0
7009
MARKEL CORP
COM
570535104
246
360
SH
SOLE
0
0
360
MARKET VECTORS ETF TR
URAN NUCLR ENRGY
57061R577
1036
20153
SH
SOLE
0
0
20153
MCDONALDS CORP
COM
580135101
692
7387
SH
SOLE
0
0
7387
MEDALLION FINL CORP
COM
583928106
111
11100
SH
SOLE
0
0
11100
MERCK & CO INC NEW
COM
58933Y105
968
17053
SH
SOLE
0
0
17053
MICROSOFT CORP
COM
594918104
2299
49499
SH
SOLE
0
0
49499
MIMEDX GROUP INC
COM
602496101
138
12000
SH
SOLE
0
0
12000
MONDELEZ INTL INC
CL A
609207105
386
10637
SH
SOLE
0
0
10637
MONSANTO CO NEW
COM
61166W101
253
2120
SH
SOLE
0
0
2120
MORGAN STANLEY
COM NEW
617446448
353
9092
SH
SOLE
0
0
9092
NOVARTIS A G
SPONSORED ADR
66987V109
796
8588
SH
SOLE
0
0
8588
OMEGA HEALTHCARE INVS INC
COM
681936100
468
11967
SH
SOLE
0
0
11967
ORACLE CORP
COM
68389X105
391
8698
SH
SOLE
0
0
8698
PAYCHEX INC
COM
704326107
206
4456
SH
SOLE
0
0
4456
PEABODY ENERGY CORP
COM
704549104
352
45468
SH
SOLE
0
0
45468
PENNANTPARK INVT CORP
COM
708062104
460
48287
SH
SOLE
0
0
48287
PEPSICO INC
COM
713448108
1754
18552
SH
SOLE
0
0
18552
PFIZER INC
COM
717081103
1260
40445
SH
SOLE
0
0
40445
PHILIP MORRIS INTL INC
COM
718172109
1324
16256
SH
SOLE
0
0
16256
PHILLIPS 66
COM
718546104
570
7953
SH
SOLE
0
0
7953
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
312
6070
SH
SOLE
0
0
6070
POSCO
SPONSORED ADR
693483109
332
5210
SH
SOLE
0
0
5210
DEUTSCHE BK AG LONDON BRH
PS CR OIL LG ETN
25154K866
418
50363
SH
SOLE
0
0
50363
POWERSHARES ETF TRUST II
DWA EMKT MOM PTF
73936Q207
197
11234
SH
SOLE
0
0
11234
POWERSHARES ETF TRUST
S&P 500 HGH QLTY
73935X682
217
9305
SH
SOLE
0
0
9305
POWERSHARES ETF TR II
S&P500 LOW VOL
73937B779
710
18694
SH
SOLE
0
0
18694
PROCTER & GAMBLE CO
COM
742718109
584
6407
SH
SOLE
0
0
6407
PROSHARES TR
PSHS ULSHT SP500
74347B300
221
10025
SH
SOLE
0
0
10025
PROSPECT CAPITAL CORPORATION
COM
74348T102
1263
152893
SH
SOLE
0
0
152893
REPUBLIC SVCS INC
COM
760759100
593
14741
SH
SOLE
0
0
14741
ROCK CREEK PHARMACEUTICALS I
COM
772081105
2
12610
SH
SOLE
0
0
12610
ROYAL BK CDA MONTREAL QUE
COM
780087102
247
3576
SH
SOLE
0
0
3576
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
216
2622
SH
SOLE
0
0
2622
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
253
3636
SH
SOLE
0
0
3636
RPM INTL INC
COM
749685103
517
10200
SH
SOLE
0
0
10200
RXI PHARMACEUTICALS CORP NEW
COM NEW
74979C303
48
30140
SH
SOLE
0
0
30140
SCANA CORP NEW
COM
80589M102
302
4995
SH
SOLE
0
0
4995
SCHLUMBERGER LTD
COM
806857108
408
4774
SH
SOLE
0
0
4774
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
235
8144
SH
SOLE
0
0
8144
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
350
6749
SH
SOLE
0
0
6749
SCHWAB STRATEGIC TR
US REIT ETF
808524847
714
18336
SH
SOLE
0
0
18336
SENIOR HSG PPTYS TR
SH BEN INT
81721M109
381
17253
SH
SOLE
0
0
17253
SIGMA ALDRICH CORP
COM
826552101
204
1488
SH
SOLE
0
0
1488
SIRIUS XM HLDGS INC
COM
82968B103
53
15050
SH
SOLE
0
0
15050
SOUTHERN CO
COM
842587107
2705
55088
SH
SOLE
0
0
55088
SPDR GOLD TRUST
GOLD SHS
78463V107
539
4748
SH
SOLE
0
0
4748
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
938
28028
SH
SOLE
0
0
28028
SPDR S&P 500 ETF TR
TR UNIT
78462F103
660
3211
SH
SOLE
0
0
3211
SPDR SERIES TRUST
S&P INS ETF
78464A789
806
12080
SH
SOLE
0
0
12080
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
452
1713
SH
SOLE
0
0
1713
STARBUCKS CORP
COM
855244109
582
7093
SH
SOLE
0
0
7093
STELLUS CAP INVT CORP
COM
858568108
139
11800
SH
SOLE
0
0
11800
SUNTRUST BKS INC
COM
867914103
1077
25697
SH
SOLE
0
0
25697
SYNAPTICS INC
COM
87157D109
209
3040
SH
SOLE
0
0
3040
TARGET CORP
COM
87612E106
748
9847
SH
SOLE
0
0
9847
TERADATA CORP DEL
COM
88076W103
512
11712
SH
SOLE
0
0
11712
THL CR INC
COM
872438106
145
12318
SH
SOLE
0
0
12318
TOTAL SYS SVCS INC
COM
891906109
379
11173
SH
SOLE
0
0
11173
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
485
3869
SH
SOLE
0
0
3869
TRIANGLE CAP CORP
COM
895848109
203
10015
SH
SOLE
0
0
10015
TWO HBRS INVT CORP
COM
90187B101
205
20497
SH
SOLE
0
0
20497
US BANCORP DEL
COM NEW
902973304
1302
28969
SH
SOLE
0
0
28969
UNITED PARCEL SERVICE INC
CL B
911312106
617
5553
SH
SOLE
0
0
5553
UNITED STATES STL CORP NEW
COM
912909108
437
16334
SH
SOLE
0
0
16334
UNITEDHEALTH GROUP INC
COM
91324P102
906
8963
SH
SOLE
0
0
8963
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
230
1834
SH
SOLE
0
0
1834
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
572
7046
SH
SOLE
0
0
7046
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
240
5987
SH
SOLE
0
0
5987
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
247
1965
SH
SOLE
0
0
1965
VARIAN MED SYS INC
COM
92220P105
296
3416
SH
SOLE
0
0
3416
VECTOR GROUP LTD
COM
92240M108
584
27416
SH
SOLE
0
0
27416
VERIZON COMMUNICATIONS INC
COM
92343V104
1925
41154
SH
SOLE
0
0
41154
VISA INC
COM CL A
92826C839
230
878
SH
SOLE
0
0
878
WAL-MART STORES INC
COM
931142103
905
10543
SH
SOLE
0
0
10543
DISNEY WALT CO
COM DISNEY
254687106
985
10456
SH
SOLE
0
0
10456
WELLS FARGO & CO NEW
COM
949746101
354
6450
SH
SOLE
0
0
6450
WEYERHAEUSER CO
COM
962166104
795
22142
SH
SOLE
0
0
22142
WILLIAMS COS INC DEL
COM
969457100
205
4552
SH
SOLE
0
0
4552
WISDOMTREE TR
JAPN HEDGE EQT
97717W851
835
16956
SH
SOLE
0
0
16956
WISDOMTREE TR
JP SMALLCP DIV
97717W836
644
13268
SH
SOLE
0
0
13268
WISDOMTREE TR
SMALLCAP DIVID
97717W604
225
3166
SH
SOLE
0
0
3166