Chief Compliance Officer

0001398344-17-009370.txt : 20170801 0001398344-17-009370.hdr.sgml : 20170801 20170801120253 ACCESSION NUMBER: 0001398344-17-009370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170801 DATE AS OF CHANGE: 20170801 EFFECTIVENESS DATE: 20170801 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: 17995716 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 06-30-2017 06-30-2017 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 07-27-2017 0 189 121002 INFORMATION TABLE 2 fp0026975_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 478 2296 SH SOLE 0 0 2296 ABBOTT LABS COM 002824100 277 5691 SH SOLE 0 0 5691 ABBVIE INC COM 00287Y109 388 5345 SH SOLE 0 0 5345 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 287 2323 SH SOLE 0 0 2323 ACUITY BRANDS INC COM 00508Y102 306 1506 SH SOLE 0 0 1506 ALPS ETF TR ALERIAN MLP 00162Q866 1577 131858 SH SOLE 0 0 131858 ALLERGAN PLC SHS G0177J108 210 864 SH SOLE 0 0 864 ALPHABET INC CAP STK CL A 02079K305 1296 1394 SH SOLE 0 0 1394 ALPHABET INC CAP STK CL C 02079K107 240 264 SH SOLE 0 0 264 ALTRIA GROUP INC COM 02209S103 860 11554 SH SOLE 0 0 11554 AMAZON COM INC COM 023135106 1040 1074 SH SOLE 0 0 1074 AMERICAN EXPRESS CO COM 025816109 1729 20523 SH SOLE 0 0 20523 AMERICAN TOWER CORP NEW COM 03027X100 382 2889 SH SOLE 0 0 2889 AMGEN INC COM 031162100 799 4642 SH SOLE 0 0 4642 APPLE INC COM 037833100 4536 31497 SH SOLE 0 0 31497 APPLIED MATLS INC COM 038222105 276 6684 SH SOLE 0 0 6684 ARK ETF TR INNOVATION ETF 00214Q104 343 11856 SH SOLE 0 0 11856 AT&T INC COM 00206R102 1686 44695 SH SOLE 0 0 44695 BANK AMER CORP COM 060505104 1165 48003 SH SOLE 0 0 48003 BB&T CORP COM 054937107 385 8472 SH SOLE 0 0 8472 BCE INC COM NEW 05534B760 383 8500 SH SOLE 0 0 8500 BECTON DICKINSON & CO COM 075887109 404 2070 SH SOLE 0 0 2070 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1302 7686 SH SOLE 0 0 7686 BOEING CO COM 097023105 208 1053 SH SOLE 0 0 1053 BOSTON SCIENTIFIC CORP COM 101137107 293 10561 SH SOLE 0 0 10561 BRISTOL MYERS SQUIBB CO COM 110122108 566 10157 SH SOLE 0 0 10157 CELGENE CORP COM 151020104 224 1728 SH SOLE 0 0 1728 CERUS CORP COM 157085101 72 28587 SH SOLE 0 0 28587 CHEVRON CORP NEW COM 166764100 986 9453 SH SOLE 0 0 9453 CISCO SYS INC COM 17275R102 645 20617 SH SOLE 0 0 20617 COCA COLA CO COM 191216100 1769 39447 SH SOLE 0 0 39447 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DUKE ENERGY CORP NEW COM NEW 26441C204 913 10918 SH SOLE 0 0 10918 EATON VANCE TAX MNGD GBL DV COM 27829F108 99 10845 SH SOLE 0 0 10845 ENTERPRISE PRODS PARTNERS L COM 293792107 896 33085 SH SOLE 0 0 33085 EQUIFAX INC COM 294429105 570 4150 SH SOLE 0 0 4150 EXXON MOBIL CORP COM 30231G102 1650 20436 SH SOLE 0 0 20436 FACEBOOK INC CL A 30303M102 1190 7883 SH SOLE 0 0 7883 FEDEX CORP COM 31428X106 209 961 SH SOLE 0 0 961 FIDUS INVT CORP COM 316500107 255 15185 SH SOLE 0 0 15185 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 829 15593 SH SOLE 0 0 15593 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 291 4913 SH SOLE 0 0 4913 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 342 6146 SH SOLE 0 0 6146 FLAHERTY & CRUMRINE DYN PFD SHS 33848W106 432 16407 SH SOLE 0 0 16407 GENERAL ELECTRIC CO COM 369604103 1683 62295 SH SOLE 0 0 62295 GENERAL MLS INC COM 370334104 910 16428 SH SOLE 0 0 16428 GENERAL MTRS CO COM 37045V100 203 5820 SH SOLE 0 0 5820 GENUINE PARTS CO COM 372460105 689 7427 SH SOLE 0 0 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11223 SH SOLE 0 0 11223 SPDR S&P 500 ETF TR TR UNIT 78462F103 3526 14581 SH SOLE 0 0 14581 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 418 1316 SH SOLE 0 0 1316 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 229 22631 SH SOLE 0 0 22631 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 137 21653 SH SOLE 0 0 21653 STAFFING 360 SOLUTIONS INC COM NEW 852387208 11 15595 SH SOLE 0 0 15595 STARBUCKS CORP COM 855244109 235 4036 SH SOLE 0 0 4036 STELLUS CAP INVT CORP COM 858568108 226 16500 SH SOLE 0 0 16500 STONE HBR EMERG MRKTS INC FD COM 86164T107 925 58254 SH SOLE 0 0 58254 STRYKER CORP COM 863667101 228 1641 SH SOLE 0 0 1641 SUNTRUST BKS INC COM 867914103 1139 20085 SH SOLE 0 0 20085 TEKLA HEALTHCARE OPPORTUNIT SHS 879105104 202 11000 SH SOLE 0 0 11000 TIME WARNER INC COM NEW 887317303 222 2212 SH SOLE 0 0 2212 TJX COS INC NEW COM 872540109 272 3774 SH SOLE 0 0 3774 TOTAL SYS SVCS INC COM 891906109 720 12353 SH SOLE 0 0 12353 TRAVELERS COMPANIES INC COM 89417E109 272 2153 SH SOLE 0 0 2153 TRIANGLE CAP CORP COM 895848109 453 25724 SH SOLE 0 0 25724 TWO HBRS INVT CORP COM 90187B101 159 16060 SH SOLE 0 0 16060 TYLER TECHNOLOGIES INC COM 902252105 211 1202 SH SOLE 0 0 1202 UNITED PARCEL SERVICE INC CL B 911312106 2803 25349 SH SOLE 0 0 25349 UNITEDHEALTH GROUP INC COM 91324P102 770 4151 SH SOLE 0 0 4151 VALERO ENERGY CORP NEW COM 91913Y100 231 3417 SH SOLE 0 0 3417 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 635 6858 SH SOLE 0 0 6858 VANGUARD WORLD FDS ENERGY ETF 92204A306 3912 44198 SH SOLE 0 0 44198 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 511 8167 SH SOLE 0 0 8167 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 230 5565 SH SOLE 0 0 5565 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 327 8001 SH SOLE 0 0 8001 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 338 2291 SH SOLE 0 0 2291 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 597 7633 SH SOLE 0 0 7633 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 524 4084 SH SOLE 0 0 4084 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 913 10800 SH SOLE 0 0 10800 VANGUARD WORLD FDS MATERIALS ETF 92204A801 497 4088 SH SOLE 0 0 4088 VANGUARD INDEX FDS MID CAP ETF 922908629 282 1976 SH SOLE 0 0 1976 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 671 5460 SH SOLE 0 0 5460 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 468 4630 SH SOLE 0 0 4630 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 5454 68300 SH SOLE 0 0 68300 VANGUARD INDEX FDS SMALL CP ETF 922908751 263 1942 SH SOLE 0 0 1942 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 227 2770 SH SOLE 0 0 2770 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1627 13072 SH SOLE 0 0 13072 VARIAN MED SYS INC COM 92220P105 229 2216 SH SOLE 0 0 2216 VERIZON COMMUNICATIONS INC COM 92343V104 1347 30167 SH SOLE 0 0 30167 VISA INC COM CL A 92826C839 402 4283 SH SOLE 0 0 4283 WAL-MART STORES INC COM 931142103 1336 17647 SH SOLE 0 0 17647 WASTE MGMT INC DEL COM 94106L109 266 3630 SH SOLE 0 0 3630 WELLS FARGO CO NEW COM 949746101 711 12824 SH SOLE 0 0 12824 WEYERHAEUSER CO COM 962166104 295 8816 SH SOLE 0 0 8816 WISDOMTREE TR US SMALLCAP DIVD 97717W604 228 2833 SH SOLE 0 0 2833 WYNN RESORTS LTD COM 983134107 369 2750 SH SOLE 0 0 2750