0001398344-17-001402.txt : 20170206
0001398344-17-001402.hdr.sgml : 20170206
20170206145448
ACCESSION NUMBER: 0001398344-17-001402
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170206
DATE AS OF CHANGE: 20170206
EFFECTIVENESS DATE: 20170206
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: 17575288
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
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0001633172
XXXXXXXX
12-31-2016
12-31-2016
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
02-06-2017
0
184
117429
INFORMATION TABLE
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fp0023815_13fhr-table.xml
13F INFORMATION TABLE
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COM
88579Y101
416
2328
SH
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0
2328
ABBOTT LABS
COM
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6069
SH
SOLE
0
0
6069
ABBVIE INC
COM
00287Y109
340
5423
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0
0
5423
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
294
2512
SH
SOLE
0
0
2512
ACUITY BRANDS INC
COM
00508Y102
342
1483
SH
SOLE
0
0
1483
AGRIUM INC
COM
008916108
206
2044
SH
SOLE
0
0
2044
ALPS ETF TR
ALERIAN MLP
00162Q866
1428
113323
SH
SOLE
0
0
113323
ALPHABET INC
CAP STK CL A
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1326
SH
SOLE
0
0
1326
ALPHABET INC
CAP STK CL C
02079K107
229
297
SH
SOLE
0
0
297
ALTRIA GROUP INC
COM
02209S103
836
12360
SH
SOLE
0
0
12360
AMAZON COM INC
COM
023135106
646
861
SH
SOLE
0
0
861
AMERICAN EXPRESS CO
COM
025816109
1913
25828
SH
SOLE
0
0
25828
AMERICAN TOWER CORP NEW
COM
03027X100
204
1926
SH
SOLE
0
0
1926
AMGEN INC
COM
031162100
728
4980
SH
SOLE
0
0
4980
APPLE INC
COM
037833100
3991
34464
SH
SOLE
0
0
34464
AT&T INC
COM
00206R102
1896
44575
SH
SOLE
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44575
BANK AMER CORP
COM
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1004
45436
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SOLE
0
0
45436
BB&T CORP
COM
054937107
414
8795
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0
8795
BCE INC
COM NEW
05534B760
368
8500
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0
0
8500
BECTON DICKINSON & CO
COM
075887109
354
2140
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1454
8922
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BIOGEN INC
COM
09062X103
277
976
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BLACKROCK MULTI-SECTOR INC T
COM
09258A107
193
11723
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BOSTON SCIENTIFIC CORP
COM
101137107
228
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BRISTOL MYERS SQUIBB CO
COM
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794
13579
SH
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11133T103
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CHEVRON CORP NEW
COM
166764100
1018
8653
SH
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CISCO SYS INC
COM
17275R102
616
20370
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COCA COLA CO
COM
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1605
38719
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38719
COLGATE PALMOLIVE CO
COM
194162103
428
6533
SH
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COMERICA INC
COM
200340107
220
3226
SH
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SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
240
4634
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COSTCO WHSL CORP NEW
COM
22160K105
614
3835
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3835
CROWN CASTLE INTL CORP NEW
COM
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405
4672
SH
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CUMMINS INC
COM
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330
2413
SH
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0
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CVS HEALTH CORP
COM
126650100
264
3350
SH
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0
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DEUTSCHE BK AG LONDON BRH
DB CRUDE OIL LNG
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185
38718
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DISNEY WALT CO
COM DISNEY
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DOW CHEM CO
COM
260543103
326
5699
SH
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0
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DR PEPPER SNAPPLE GROUP INC
COM
26138E109
234
2583
SH
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DU PONT E I DE NEMOURS & CO
COM
263534109
257
3499
SH
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3499
DUKE ENERGY CORP NEW
COM NEW
26441C204
818
10544
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10544
EMERSON ELEC CO
COM
291011104
750
13459
SH
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0
0
13459
ENERGIZER HLDGS INC NEW
COM
29272W109
208
4668
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ENTERPRISE PRODS PARTNERS L
COM
293792107
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33481
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EQUIFAX INC
COM
294429105
508
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EXPRESS SCRIPTS HLDG CO
COM
30219G108
258
3754
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EXXON MOBIL CORP
COM
30231G102
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FACEBOOK INC
CL A
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FIDUS INVT CORP
COM
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COM SHS
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FORD MTR CO DEL
COM PAR $0.01
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GENERAL MLS INC
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COM
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SHS
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CORE S&P SCP ETF
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CORE US AGGBD ET
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MSCI AC ASIA ETF
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RUS 2000 GRW ETF
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RUS MID-CAP ETF
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CORE S&P MCP ETF
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SELECT DIVID ETF
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TIPS BD ETF
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320
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U.S. PFD STK ETF
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COM
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COM
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KAYNE ANDERSON MLP INVT CO
COM
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COM
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COM
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LAMAR ADVERTISING CO NEW
CL A
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
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MCDONALDS CORP
COM
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MEDTRONIC PLC
SHS
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MERCK & CO INC
COM
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MFS MULTIMARKET INCOME TR
SH BEN INT
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COM
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MILLER HOWARD HIGH INC EQTY
COM SHS BEN IN
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COM
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MONDELEZ INTL INC
CL A
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400
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NATIONAL OILWELL VARCO INC
COM
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233
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NEXTERA ENERGY INC
COM
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ORACLE CORP
COM
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PAYCHEX INC
COM
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PAYPAL HLDGS INC
COM
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PEOPLES UNITED FINANCIAL INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILIP MORRIS INTL INC
COM
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PNC FINL SVCS GROUP INC
COM
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COM
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COM
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COM
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SALIENT MIDSTREAM & MLP FD
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10061
SCHLUMBERGER LTD
COM
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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SH BEN INT
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SIRIUS XM HLDGS INC
COM
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COM
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SOUTHERN CO
COM
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UTSER1 S&PDCRP
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STARBUCKS CORP
COM
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STELLUS CAP INVT CORP
COM
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16500
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STONE HBR EMERG MRKTS INC FD
COM
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117132
SUNTRUST BKS INC
COM
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1213
22110
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SYSCO CORP
COM
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TEKLA HEALTHCARE OPPORTUNIT
SHS
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244
15736
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TIME WARNER INC
COM NEW
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SOLE
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TJX COS INC NEW
COM
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336
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TOTAL SYS SVCS INC
COM
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12153
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SOLE
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TRAVELERS COMPANIES INC
COM
89417E109
300
2450
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2450
TRIANGLE CAP CORP
COM
895848109
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SH
SOLE
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TWO HBRS INVT CORP
COM
90187B101
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UNITED PARCEL SERVICE INC
CL B
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UNITED TECHNOLOGIES CORP
COM
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UNITEDHEALTH GROUP INC
COM
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VALERO ENERGY CORP NEW
COM
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VARIAN MED SYS INC
COM
92220P105
275
3066
SH
SOLE
0
0
3066
VERIZON COMMUNICATIONS INC
COM
92343V104
2051
38421
SH
SOLE
0
0
38421
VISA INC
COM CL A
92826C839
339
4348
SH
SOLE
0
0
4348
WAL-MART STORES INC
COM
931142103
1223
17697
SH
SOLE
0
0
17697
WASTE MGMT INC DEL
COM
94106L109
255
3600
SH
SOLE
0
0
3600
WELLS FARGO & CO NEW
COM
949746101
711
12899
SH
SOLE
0
0
12899
WEYERHAEUSER CO
COM
962166104
374
12436
SH
SOLE
0
0
12436
WHITESTONE REIT
COM
966084204
161
11220
SH
SOLE
0
0
11220
WISDOMTREE TR
SMALLCAP DIVID
97717W604
268
3234
SH
SOLE
0
0
3234
WYNN RESORTS LTD
COM
983134107
394
4550
SH
SOLE
0
0
4550
XEROX CORP
COM
984121103
93
10691
SH
SOLE
0
0
10691