Chief Compliance Officer

0001398344-16-012761.txt : 20160503 0001398344-16-012761.hdr.sgml : 20160503 20160503135825 ACCESSION NUMBER: 0001398344-16-012761 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160503 DATE AS OF CHANGE: 20160503 EFFECTIVENESS DATE: 20160503 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: 161614783 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 03-31-2016 03-31-2016 false Lakeview Capital Partners, LLC

75 Fourteenth St Suite 2400 Atlanta GA 30309

13F HOLDINGS REPORT 028-16523 N Courtney Tomlin Chief Compliance Officer 404-418-7772 /s/ Courtney Tomlin Atlanta GA 05-03-2016 0 188 155497 INFORMATION TABLE 2 fp0019391_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 368 2206 SH SOLE 0 0 2206 ABBOTT LABS COM 002824100 361 8681 SH SOLE 0 0 8681 ABBVIE INC COM 00287Y109 391 6912 SH SOLE 0 0 6912 ABIOMED INC COM 003654100 361 3812 SH SOLE 0 0 3812 ACUITY BRANDS INC COM 00508Y102 417 1914 SH SOLE 0 0 1914 AGL RES INC COM 001204106 248 3805 SH SOLE 0 0 3805 ALPS ETF TR ALERIAN MLP 00162Q866 1082 99045 SH SOLE 0 0 99045 ALLERGAN PLC SHS G0177J108 280 1044 SH SOLE 0 0 1044 ALPHABET INC CAP STK CL A 02079K305 1259 1650 SH SOLE 0 0 1650 ALPHABET INC CAP STK CL C 02079K107 243 326 SH SOLE 0 0 326 ALTRIA GROUP INC COM 02209S103 1406 22446 SH SOLE 0 0 22446 AMAZON COM INC COM 023135106 356 599 SH SOLE 0 0 599 AMERICAN HOMES 4 RENT CL A 02665T306 350 13200 SH SOLE 0 0 13200 AMGEN INC COM 031162100 606 4045 SH SOLE 0 0 4045 APPLE INC COM 037833100 4464 40955 SH SOLE 0 0 40955 AT&T INC COM 00206R102 2074 53617 SH SOLE 0 0 53617 AUTOZONE INC COM 053332102 381 478 SH SOLE 0 0 478 BANK AMER CORP COM 060505104 642 47506 SH SOLE 0 0 47506 BB&T CORP COM 054937107 1034 31086 SH SOLE 0 0 31086 BCE INC COM NEW 05534B760 398 8738 SH SOLE 0 0 8738 BECTON DICKINSON & CO COM 075887109 726 4785 SH SOLE 0 0 4785 BELLATRIX EXPLORATION LTD COM 078314101 12 12000 SH SOLE 0 0 12000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1470 10359 SH SOLE 0 0 10359 BLACKROCK MULTI-SECTOR INC T COM 09258A107 180 11484 SH SOLE 0 0 11484 BLUE EARTH INC COM 095428108 1 35100 SH SOLE 0 0 35100 BRISTOL MYERS SQUIBB CO COM 110122108 666 10423 SH SOLE 0 0 10423 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 933 15728 SH SOLE 0 0 15728 CARDINAL HEALTH INC COM 14149Y108 279 3407 SH SOLE 0 0 3407 CHEVRON CORP NEW COM 166764100 908 9516 SH SOLE 0 0 9516 CISCO SYS INC COM 17275R102 451 15984 SH SOLE 0 0 15984 COCA COLA CO COM 191216100 2063 44480 SH SOLE 0 0 44480 COLGATE PALMOLIVE CO COM 194162103 671 9555 SH SOLE 0 0 9555 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 258 3262 SH SOLE 0 0 3262 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 242 4561 SH SOLE 0 0 4561 COSTCO WHSL CORP NEW COM 22160K105 646 4098 SH SOLE 0 0 4098 CROWN CASTLE INTL CORP NEW COM 22822V101 758 8758 SH SOLE 0 0 8758 CVS HEALTH CORP COM 126650100 278 2691 SH SOLE 0 0 2691 DANAHER CORP DEL COM 235851102 516 5436 SH SOLE 0 0 5436 DEUTSCHE BK AG LONDON BRH DB CRUDE OIL LNG 25154K866 516 92979 SH SOLE 0 0 92979 DOW CHEM CO COM 260543103 299 5869 SH SOLE 0 0 5869 DUKE ENERGY CORP NEW COM NEW 26441C204 1046 12961 SH SOLE 0 0 12961 DU PONT E I DE NEMOURS & CO COM 263534109 222 3504 SH SOLE 0 0 3504 EMERSON ELEC CO COM 291011104 794 14593 SH SOLE 0 0 14593 ENERGIZER HLDGS INC NEW COM 29272W109 1023 25264 SH SOLE 0 0 25264 ENTERPRISE PRODS PARTNERS L COM 293792107 779 31661 SH SOLE 0 0 31661 EQUIFAX INC COM 294429105 491 4300 SH SOLE 0 0 4300 EATON VANCE TAX MNGD GBL DV COM 27829F108 159 18257 SH SOLE 0 0 18257 EXXON MOBIL CORP COM 30231G102 2560 30631 SH SOLE 0 0 30631 FACEBOOK INC CL A 30303M102 666 5841 SH SOLE 0 0 5841 FERRELLGAS PARTNERS L.P. UNIT LTD PART 315293100 1006 57802 SH SOLE 0 0 57802 FIDUS INVT CORP COM 316500107 449 28968 SH SOLE 0 0 28968 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 854 19137 SH SOLE 0 0 19137 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 357 7193 SH SOLE 0 0 7193 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 393 8710 SH SOLE 0 0 8710 FLAHERTY & CRUMRINE DYN PFD SHS 33848W106 470 20090 SH SOLE 0 0 20090 FLIR SYS INC COM 302445101 337 10237 SH SOLE 0 0 10237 GENERAL ELECTRIC CO COM 369604103 3735 117495 SH SOLE 0 0 117495 GENERAL MLS INC COM 370334104 1864 29640 SH SOLE 0 0 29640 GENUINE PARTS CO COM 372460105 608 6114 SH SOLE 0 0 6114 GILEAD SCIENCES INC COM 375558103 506 5503 SH SOLE 0 0 5503 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 378 9314 SH SOLE 0 0 9314 GOLDMAN SACHS MLP ENERGY REN COM 38148G107 114 20697 SH SOLE 0 0 20697 GOLDMAN SACHS MLP INC OPP FD COM SHS 38147W103 102 13272 SH SOLE 0 0 13272 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 18383M555 273 12384 SH SOLE 0 0 12384 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 18383M548 276 12204 SH SOLE 0 0 12204 CLAYMORE EXCHANGE TRD FD TR GUG BULL2018 E 18383M530 274 12995 SH SOLE 0 0 12995 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 691 16594 SH SOLE 0 0 16594 RYDEX ETF TRUST GUG S&P500 EWCON 78355W874 1417 11641 SH SOLE 0 0 11641 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W833 1241 14151 SH SOLE 0 0 14151 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1443 18378 SH SOLE 0 0 18378 RYDEX ETF TRUST GUGGENHM S&P 500 78355W205 3588 24685 SH SOLE 0 0 24685 HOME DEPOT INC COM 437076102 4183 31350 SH SOLE 0 0 31350 HORIZON PHARMA PLC SHS G4617B105 455 27442 SH SOLE 0 0 27442 INTEL CORP COM 458140100 2021 62468 SH SOLE 0 0 62468 INTERNATIONAL BUSINESS MACHS COM 459200101 726 4794 SH SOLE 0 0 4794 INVESCO LTD SHS G491BT108 560 18192 SH SOLE 0 0 18192 ISHARES TR 1-3 YR TR BD ETF 464287457 768 9033 SH SOLE 0 0 9033 ISHARES GRWT ALLOCAT ETF 464289867 1440 36635 SH SOLE 0 0 36635 ISHARES TR CORE S&P MCP ETF 464287507 231 1600 SH SOLE 0 0 1600 ISHARES TR CORE S&P SCP ETF 464287804 490 4353 SH SOLE 0 0 4353 ISHARES TR CORE US CR BD 464288620 231 2103 SH SOLE 0 0 2103 ISHARES TR FLTG RATE BD ETF 46429B655 276 5479 SH SOLE 0 0 5479 ISHARES TR MSCI AC ASIA ETF 464288182 226 4132 SH SOLE 0 0 4132 ISHARES TR MSCI EAFE ETF 464287465 303 5301 SH SOLE 0 0 5301 ISHARES TR MSCI INDONIA ETF 46429B309 947 40183 SH SOLE 0 0 40183 ISHARES TR RUS 2000 GRW ETF 464287648 369 2786 SH SOLE 0 0 2786 ISHARES TR RUS MID-CAP ETF 464287499 233 1430 SH SOLE 0 0 1430 ISHARES TR SELECT DIVID ETF 464287168 632 7740 SH SOLE 0 0 7740 ISHARES TR TIPS BD ETF 464287176 255 2220 SH SOLE 0 0 2220 ISHARES TR U.S. PFD STK ETF 464288687 339 8739 SH SOLE 0 0 8739 JOHNSON & JOHNSON COM 478160104 2280 21072 SH SOLE 0 0 21072 JPMORGAN CHASE & CO COM 46625H100 3024 51058 SH SOLE 0 0 51058 KAYNE ANDERSON MDSTM ENERGY COM 48661E108 158 15347 SH SOLE 0 0 15347 KAYNE ANDERSON MLP INVT CO COM 486606106 514 32111 SH SOLE 0 0 32111 KIMBERLY CLARK CORP COM 494368103 256 1906 SH SOLE 0 0 1906 LAMAR ADVERTISING CO NEW CL A 512816109 627 10188 SH SOLE 0 0 10188 LEXINGTON REALTY TRUST COM 529043101 94 10963 SH SOLE 0 0 10963 LOCKHEED MARTIN CORP COM 539830109 1392 6285 SH SOLE 0 0 6285 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 526 7644 SH SOLE 0 0 7644 MARKEL CORP COM 570535104 467 524 SH SOLE 0 0 524 MCDONALDS CORP COM 580135101 358 2850 SH SOLE 0 0 2850 MERCK & CO INC NEW COM 58933Y105 1176 22228 SH SOLE 0 0 22228 MFS MULTIMARKET INCOME TR SH BEN INT 552737108 117 20182 SH SOLE 0 0 20182 MICROSOFT CORP COM 594918104 2371 42923 SH SOLE 0 0 42923 MIMEDX GROUP INC COM 602496101 105 12000 SH SOLE 0 0 12000 MONDELEZ INTL INC CL A 609207105 593 14787 SH SOLE 0 0 14787 MORGAN STANLEY COM NEW 617446448 566 22641 SH SOLE 0 0 22641 NEXTERA ENERGY INC COM 65339F101 693 5858 SH SOLE 0 0 5858 NOVARTIS A G SPONSORED ADR 66987V109 1057 14593 SH SOLE 0 0 14593 ORACLE CORP COM 68389X105 413 10135 SH SOLE 0 0 10135 PAYCHEX INC COM 704326107 833 15417 SH SOLE 0 0 15417 PEOPLES UNITED FINANCIAL INC COM 712704105 844 52960 SH SOLE 0 0 52960 PEPSICO INC COM 713448108 2379 23214 SH SOLE 0 0 23214 PFIZER INC COM 717081103 2410 81316 SH SOLE 0 0 81316 PHILIP MORRIS INTL INC COM 718172109 1144 11661 SH SOLE 0 0 11661 PHILLIPS 66 COM 718546104 232 2685 SH SOLE 0 0 2685 PNC FINL SVCS GROUP INC COM 693475105 241 2871 SH SOLE 0 0 2871 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 520 18464 SH SOLE 0 0 18464 POWERSHARES ETF TRUST FINL PFD PTFL 73935X229 451 24119 SH SOLE 0 0 24119 POWERSHARES ETF TR II PFD PORTFOLIO 73936T565 216 14517 SH SOLE 0 0 14517 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 323 2954 SH SOLE 0 0 2954 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 1811 44976 SH SOLE 0 0 44976 POWERSHARES ETF TRUST S&P 500 QLTY PRT 73935X682 303 12301 SH SOLE 0 0 12301 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 907 40090 SH SOLE 0 0 40090 PROCTER & GAMBLE CO COM 742718109 602 7368 SH SOLE 0 0 7368 REGIONS FINL CORP NEW COM 7591EP100 128 16252 SH SOLE 0 0 16252 REPUBLIC SVCS INC COM 760759100 910 19097 SH SOLE 0 0 19097 RITE AID CORP COM 767754104 92 11295 SH SOLE 0 0 11295 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 1270 51586 SH SOLE 0 0 51586 RPM INTL INC COM 749685103 483 10256 SH SOLE 0 0 10256 SALIENT MIDSTREAM & MLP FD SH BEN INT 79471V105 98 12223 SH SOLE 0 0 12223 SCANA CORP NEW COM 80589M102 513 7307 SH SOLE 0 0 7307 SCHLUMBERGER LTD COM 806857108 346 4692 SH SOLE 0 0 4692 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 407 19606 SH SOLE 0 0 19606 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 602 22210 SH SOLE 0 0 22210 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1040 25608 SH SOLE 0 0 25608 SCHWAB STRATEGIC TR US REIT ETF 808524847 1391 33611 SH SOLE 0 0 33611 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1115 21418 SH SOLE 0 0 21418 SENIOR HSG PPTYS TR SH BEN INT 81721M109 248 14169 SH SOLE 0 0 14169 SIRIUS XM HLDGS INC COM 82968B103 59 15000 SH SOLE 0 0 15000 SOUTHERN CO COM 842587107 2492 48182 SH SOLE 0 0 48182 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 933 18950 SH SOLE 0 0 18950 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 259 1467 SH SOLE 0 0 1467 SPDR GOLD TRUST GOLD SHS 78463V107 1558 13243 SH SOLE 0 0 13243 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 1025 17826 SH SOLE 0 0 17826 SPDR S&P 500 ETF TR TR UNIT 78462F103 2455 11944 SH SOLE 0 0 11944 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 327 1243 SH SOLE 0 0 1243 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 241 23831 SH SOLE 0 0 23831 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 134 21636 SH SOLE 0 0 21636 STARBUCKS CORP COM 855244109 519 8686 SH SOLE 0 0 8686 STELLUS CAP INVT CORP COM 858568108 246 24044 SH SOLE 0 0 24044 STONE HBR EMERG MRKTS INC FD COM 86164T107 2127 168659 SH SOLE 0 0 168659 STONEMOR PARTNERS L P COM UNITS 86183Q100 718 29438 SH SOLE 0 0 29438 SUNTRUST BKS INC COM 867914103 862 23900 SH SOLE 0 0 23900 TEKLA HEALTHCARE OPPORTUNIT SHS 879105104 264 16707 SH SOLE 0 0 16707 KRAFT HEINZ CO COM 500754106 227 2884 SH SOLE 0 0 2884 TJX COS INC NEW COM 872540109 255 3260 SH SOLE 0 0 3260 TOTAL SYS SVCS INC COM 891906109 579 12179 SH SOLE 0 0 12179 TRIANGLE CAP CORP COM 895848109 530 25754 SH SOLE 0 0 25754 TWO HBRS INVT CORP COM 90187B101 170 21395 SH SOLE 0 0 21395 UNDER ARMOUR INC CL A 904311107 1357 30962 SH SOLE 0 0 30962 UNITED PARCEL SERVICE INC CL B 911312106 2802 26564 SH SOLE 0 0 26564 UNITEDHEALTH GROUP INC COM 91324P102 544 4221 SH SOLE 0 0 4221 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 210 1550 SH SOLE 0 0 1550 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 519 6384 SH SOLE 0 0 6384 VANGUARD WORLD FDS ENERGY ETF 92204A306 2175 25342 SH SOLE 0 0 25342 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1390 38736 SH SOLE 0 0 38736 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 340 9836 SH SOLE 0 0 9836 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 238 1934 SH SOLE 0 0 1934 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 2377 27608 SH SOLE 0 0 27608 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 1050 11320 SH SOLE 0 0 11320 VANGUARD INDEX FDS REIT ETF 922908553 236 2813 SH SOLE 0 0 2813 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 6098 75724 SH SOLE 0 0 75724 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 221 2675 SH SOLE 0 0 2675 VANGUARD INDEX FDS TOTAL STK MKT 922908769 456 4350 SH SOLE 0 0 4350 VARIAN MED SYS INC COM 92220P105 245 3066 SH SOLE 0 0 3066 CREDIT SUISSE AG NASSAU BRH VEL SH 3X LG CRD 22539T316 216 10159 SH SOLE 0 0 10159 VERIZON COMMUNICATIONS INC COM 92343V104 2930 54758 SH SOLE 0 0 54758 VISA INC COM CL A 92826C839 645 8440 SH SOLE 0 0 8440 VOYA INFRASTRUCTURE INDLS & COM 92912X101 143 11795 SH SOLE 0 0 11795 WAL-MART STORES INC COM 931142103 1075 15694 SH SOLE 0 0 15694 DISNEY WALT CO COM DISNEY 254687106 1211 12199 SH SOLE 0 0 12199 WARREN RES INC COM 93564A100 11 66015 SH SOLE 0 0 66015 WASTE MGMT INC DEL COM 94106L109 212 3600 SH SOLE 0 0 3600 WELLS FARGO & CO NEW COM 949746101 1576 32579 SH SOLE 0 0 32579 WEYERHAEUSER CO COM 962166104 262 8469 SH SOLE 0 0 8469 WISDOMTREE CONTINUOUS COMMOD SHS BEN INT 97718W108 711 38023 SH SOLE 0 0 38023 WISDOMTREE TR SMALLCAP DIVID 97717W604 226 3293 SH SOLE 0 0 3293