0001398344-17-006237.txt : 20170511
0001398344-17-006237.hdr.sgml : 20170511
20170511120121
ACCESSION NUMBER: 0001398344-17-006237
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170511
DATE AS OF CHANGE: 20170511
EFFECTIVENESS DATE: 20170511
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: 17833155
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
03-31-2017
03-31-2017
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
05-11-2017
0
174
115936
INFORMATION TABLE
2
fp0025781_13fhr-table.xml
13F INFORMATION TABLE
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COM
88579Y101
435
2273
SH
SOLE
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0
2273
ABBOTT LABS
COM
002824100
251
5658
SH
SOLE
0
0
5658
ABBVIE INC
COM
00287Y109
356
5462
SH
SOLE
0
0
5462
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
294
2450
SH
SOLE
0
0
2450
ACUITY BRANDS INC
COM
00508Y102
296
1451
SH
SOLE
0
0
1451
ALPS ETF TR
ALERIAN MLP
00162Q866
1610
126639
SH
SOLE
0
0
126639
ALLERGAN PLC
SHS
G0177J108
206
864
SH
SOLE
0
0
864
ALPHABET INC
CAP STK CL A
02079K305
1105
1303
SH
SOLE
0
0
1303
ALPHABET INC
CAP STK CL C
02079K107
223
269
SH
SOLE
0
0
269
ALTRIA GROUP INC
COM
02209S103
887
12421
SH
SOLE
0
0
12421
AMAZON COM INC
COM
023135106
796
898
SH
SOLE
0
0
898
AMERICAN EXPRESS CO
COM
025816109
2012
25428
SH
SOLE
0
0
25428
AMERICAN TOWER CORP NEW
COM
03027X100
277
2278
SH
SOLE
0
0
2278
AMGEN INC
COM
031162100
758
4619
SH
SOLE
0
0
4619
APPLE INC
COM
037833100
4565
31780
SH
SOLE
0
0
31780
AT&T INC
COM
00206R102
1862
44809
SH
SOLE
0
0
44809
BANK AMER CORP
COM
060505104
1072
45454
SH
SOLE
0
0
45454
BB&T CORP
COM
054937107
420
9399
SH
SOLE
0
0
9399
BCE INC
COM NEW
05534B760
376
8500
SH
SOLE
0
0
8500
BECTON DICKINSON & CO
COM
075887109
371
2020
SH
SOLE
0
0
2020
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1264
7584
SH
SOLE
0
0
7584
BOSTON SCIENTIFIC CORP
COM
101137107
263
10561
SH
SOLE
0
0
10561
BRISTOL MYERS SQUIBB CO
COM
110122108
711
13079
SH
SOLE
0
0
13079
CELGENE CORP
COM
151020104
223
1789
SH
SOLE
0
0
1789
CHEVRON CORP NEW
COM
166764100
945
8799
SH
SOLE
0
0
8799
CISCO SYS INC
COM
17275R102
658
19455
SH
SOLE
0
0
19455
COCA COLA CO
COM
191216100
1396
32897
SH
SOLE
0
0
32897
COLGATE PALMOLIVE CO
COM
194162103
478
6533
SH
SOLE
0
0
6533
COMERICA INC
COM
200340107
216
3154
SH
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0
3154
CONOCOPHILLIPS
COM
20825C104
220
4414
SH
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0
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4414
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
253
4636
SH
SOLE
0
0
4636
COSTCO WHSL CORP NEW
COM
22160K105
627
3737
SH
SOLE
0
0
3737
CROWN CASTLE INTL CORP NEW
COM
22822V101
398
4216
SH
SOLE
0
0
4216
CUMMINS INC
COM
231021106
357
2360
SH
SOLE
0
0
2360
DANAHER CORP DEL
COM
235851102
265
3104
SH
SOLE
0
0
3104
DEUTSCHE BK AG LONDON BRH
DB CRUDE OIL LNG
25154K866
173
38718
SH
SOLE
0
0
38718
DISNEY WALT CO
COM DISNEY
254687106
846
7464
SH
SOLE
0
0
7464
DOW CHEM CO
COM
260543103
358
5630
SH
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0
0
5630
DU PONT E I DE NEMOURS & CO
COM
263534109
320
3979
SH
SOLE
0
0
3979
DUKE ENERGY CORP NEW
COM NEW
26441C204
880
10736
SH
SOLE
0
0
10736
EATON VANCE TAX MNGD GBL DV
COM
27829F108
90
10568
SH
SOLE
0
0
10568
ENERGIZER HLDGS INC NEW
COM
29272W109
218
3906
SH
SOLE
0
0
3906
ENTERPRISE PRODS PARTNERS L
COM
293792107
749
27145
SH
SOLE
0
0
27145
EQUIFAX INC
COM
294429105
567
4150
SH
SOLE
0
0
4150
EXXON MOBIL CORP
COM
30231G102
1642
20019
SH
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0
20019
FACEBOOK INC
CL A
30303M102
1087
7650
SH
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0
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7650
FIDUS INVT CORP
COM
316500107
267
15185
SH
SOLE
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0
15185
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
805
15593
SH
SOLE
0
0
15593
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
412
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SH
SOLE
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FIRST TR SML CP CORE ALPHA F
COM SHS
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SH
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0
0
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FLAHERTY & CRUMRINE DYN PFD
SHS
33848W106
402
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SH
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0
0
16406
GENERAL ELECTRIC CO
COM
369604103
1685
56554
SH
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0
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GENERAL MLS INC
COM
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SH
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GENERAL MTRS CO
COM
37045V100
211
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GENUINE PARTS CO
COM
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GILEAD SCIENCES INC
COM
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361
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GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
368
8737
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GOLDMAN SACHS MLP ENERGY REN
COM
38148G107
177
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GOLDMAN SACHS MLP INC OPP FD
COM SHS
38147W103
175
16360
SH
SOLE
0
0
16360
CLAYMORE EXCHANGE TRD FD TR
GUG BULL2018 E
18383M530
242
11421
SH
SOLE
0
0
11421
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
1857
20451
SH
SOLE
0
0
20451
HOME DEPOT INC
COM
437076102
3815
25979
SH
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0
0
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HONEYWELL INTL INC
COM
438516106
246
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SH
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HORIZON PHARMA PLC
SHS
G4617B105
440
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SH
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ILLINOIS TOOL WKS INC
COM
452308109
278
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SH
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IMMUNOMEDICS INC
COM
452907108
65
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SH
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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1-3 YR TR BD ETF
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559
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CORE US AGGBD ET
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217
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ISHARES TR
FLTG RATE BD ETF
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279
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GRWT ALLOCAT ETF
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275
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MSCI AC ASIA ETF
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230
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SH
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ISHARES TR
MSCI EAFE ETF
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243
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RUS 1000 VAL ETF
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RUSSELL 2000 ETF
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ISHARES TR
RUS 2000 GRW ETF
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426
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ISHARES TR
RUS MID CAP ETF
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311
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CORE S&P MCP ETF
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236
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CORE S&P SCP ETF
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326
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SELECT DIVID ETF
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TIPS BD ETF
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324
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ISHARES TR
U.S. PFD STK ETF
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263
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COM
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SH
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11576
JPMORGAN CHASE & CO
COM
46625H100
2875
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SH
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KAYNE ANDERSON MDSTM ENERGY
COM
48661E108
239
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SH
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0
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KAYNE ANDERSON MLP INVT CO
COM
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554
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SH
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0
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KIMBERLY CLARK CORP
COM
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254
1931
SH
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KRAFT HEINZ CO
COM
500754106
201
2213
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LAMAR ADVERTISING CO NEW
CL A
512816109
233
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SH
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LOCKHEED MARTIN CORP
COM
539830109
408
1525
SH
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0
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LOWES COS INC
COM
548661107
241
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SH
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
399
5190
SH
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0
0
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MCDONALDS CORP
COM
580135101
333
2571
SH
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2571
MEDTRONIC PLC
SHS
G5960L103
264
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SH
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MERCK & CO INC
COM
58933Y105
1223
19253
SH
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19253
MFS MULTIMARKET INCOME TR
SH BEN INT
552737108
103
16843
SH
SOLE
0
0
16843
MICROSOFT CORP
COM
594918104
1577
23939
SH
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0
0
23939
MILLER HOWARD HIGH INC EQTY
COM SHS BEN IN
600379101
448
33437
SH
SOLE
0
0
33437
MIMEDX GROUP INC
COM
602496101
639
67026
SH
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MONDELEZ INTL INC
CL A
609207105
332
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SH
SOLE
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0
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NATIONAL OILWELL VARCO INC
COM
637071101
242
6039
SH
SOLE
0
0
6039
NETFLIX INC
COM
64110L106
214
1448
SH
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NEXTERA ENERGY INC
COM
65339F101
426
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NOVARTIS A G
SPONSORED ADR
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240
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3228
ORACLE CORP
COM
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522
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SH
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PAYCHEX INC
COM
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285
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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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FINL PFD PTFL
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SENIOR LN PORT
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20292
PROCTER AND GAMBLE CO
COM
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841
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SH
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9364
REPUBLIC SVCS INC
COM
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ROPER TECHNOLOGIES INC
COM
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RPM INTL INC
COM
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10000
SH
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10000
SCHLUMBERGER LTD
COM
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11667
SENIOR HSG PPTYS TR
SH BEN INT
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243
12015
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0
12015
SIRIUS XM HLDGS INC
COM
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77
15000
SH
SOLE
0
0
15000
SKYWORKS SOLUTIONS INC
COM
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289
2946
SH
SOLE
0
0
2946
SOUTHERN CO
COM
842587107
1689
33934
SH
SOLE
0
0
33934
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1067
5173
SH
SOLE
0
0
5173
SPDR GOLD TRUST
GOLD SHS
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SPDR S&P 500 ETF TR
TR UNIT
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UTSER1 S&PDCRP
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UNIT
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TR UNIT
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STAFFING 360 SOLUTIONS INC
COM NEW
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15595
STARBUCKS CORP
COM
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STELLUS CAP INVT CORP
COM
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16500
SH
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16500
STONE HBR EMERG MRKTS INC FD
COM
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STRYKER CORP
COM
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COM
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SYSCO CORP
COM
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TEKLA HEALTHCARE OPPORTUNIT
SHS
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TIME WARNER INC
COM NEW
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206
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TJX COS INC NEW
COM
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341
4308
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TOTAL SYS SVCS INC
COM
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TRAVELERS COMPANIES INC
COM
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TRIANGLE CAP CORP
COM
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491
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SH
SOLE
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TWO HBRS INVT CORP
COM
90187B101
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UNDER ARMOUR INC
CL C
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UNITED PARCEL SERVICE INC
CL B
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25398
UNITEDHEALTH GROUP INC
COM
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VALERO ENERGY CORP NEW
COM
91913Y100
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VANGUARD SPECIALIZED PORTFOL
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500 GRTH IDX F
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COM
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