0001398344-18-001067.txt : 20180129
0001398344-18-001067.hdr.sgml : 20180129
20180129160222
ACCESSION NUMBER: 0001398344-18-001067
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180129
DATE AS OF CHANGE: 20180129
EFFECTIVENESS DATE: 20180129
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: 18555529
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
12-31-2017
12-31-2017
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
01-29-2018
0
208
135888
INFORMATION TABLE
2
fp0030678_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
557
2368
SH
SOLE
0
0
2368
ABBOTT LABS
COM
002824100
328
5742
SH
SOLE
0
0
5742
ABBVIE INC
COM
00287Y109
364
3764
SH
SOLE
0
0
3764
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
321
2098
SH
SOLE
0
0
2098
ACUITY BRANDS INC
COM
00508Y102
249
1416
SH
SOLE
0
0
1416
ALPS ETF TR
ALERIAN MLP
00162Q866
1475
136745
SH
SOLE
0
0
136745
ALLSTATE CORP
COM
020002101
304
2904
SH
SOLE
0
0
2904
ALPHABET INC
CAP STK CL A
02079K305
1413
1341
SH
SOLE
0
0
1341
ALPHABET INC
CAP STK CL C
02079K107
311
297
SH
SOLE
0
0
297
ALTRIA GROUP INC
COM
02209S103
782
10952
SH
SOLE
0
0
10952
AMAZON COM INC
COM
023135106
1310
1120
SH
SOLE
0
0
1120
AMERICAN EXPRESS CO
COM
025816109
2338
23540
SH
SOLE
0
0
23540
AMERICAN TOWER CORP NEW
COM
03027X100
283
1985
SH
SOLE
0
0
1985
AMERICAN WTR WKS CO INC NEW
COM
030420103
214
2334
SH
SOLE
0
0
2334
AMGEN INC
COM
031162100
821
4721
SH
SOLE
0
0
4721
APPLE INC
COM
037833100
4808
28414
SH
SOLE
0
0
28414
APPLIED MATLS INC
COM
038222105
367
7188
SH
SOLE
0
0
7188
ARK ETF TR
INNOVATION ETF
00214Q104
1720
46386
SH
SOLE
0
0
46386
AT&T INC
COM
00206R102
2398
61671
SH
SOLE
0
0
61671
ATHENAHEALTH INC
COM
04685W103
295
2220
SH
SOLE
0
0
2220
BANK AMER CORP
COM
060505104
1417
48003
SH
SOLE
0
0
48003
BB&T CORP
COM
054937107
403
8098
SH
SOLE
0
0
8098
BCE INC
COM NEW
05534B760
408
8500
SH
SOLE
0
0
8500
BECTON DICKINSON & CO
COM
075887109
440
2055
SH
SOLE
0
0
2055
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1499
7560
SH
SOLE
0
0
7560
BOEING CO
COM
097023105
240
813
SH
SOLE
0
0
813
BOSTON SCIENTIFIC CORP
COM
101137107
262
10561
SH
SOLE
0
0
10561
BRISTOL MYERS SQUIBB CO
COM
110122108
482
7869
SH
SOLE
0
0
7869
CATERPILLAR INC DEL
COM
149123101
218
1382
SH
SOLE
0
0
1382
CHEVRON CORP NEW
COM
166764100
1149
9176
SH
SOLE
0
0
9176
CISCO SYS INC
COM
17275R102
773
20172
SH
SOLE
0
0
20172
COCA COLA CO
COM
191216100
2093
45623
SH
SOLE
0
0
45623
COLGATE PALMOLIVE CO
COM
194162103
487
6448
SH
SOLE
0
0
6448
COMCAST CORP NEW
CL A
20030N101
252
6285
SH
SOLE
0
0
6285
COMERICA INC
COM
200340107
838
9658
SH
SOLE
0
0
9658
COMPUGEN LTD
ORD
M25722105
87
34907
SH
SOLE
0
0
34907
CONOCOPHILLIPS
COM
20825C104
268
4889
SH
SOLE
0
0
4889
CONSTELLATION BRANDS INC
CL A
21036P108
237
1039
SH
SOLE
0
0
1039
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
271
4763
SH
SOLE
0
0
4763
COSTCO WHSL CORP NEW
COM
22160K105
736
3952
SH
SOLE
0
0
3952
CROWN CASTLE INTL CORP NEW
COM
22822V101
321
2892
SH
SOLE
0
0
2892
CUMMINS INC
COM
231021106
321
1816
SH
SOLE
0
0
1816
CVS HEALTH CORP
COM
126650100
257
3541
SH
SOLE
0
0
3541
DANAHER CORP DEL
COM
235851102
226
2434
SH
SOLE
0
0
2434
DEUTSCHE BK AG LONDON BRH
DB CRUDE OIL LNG
25154K866
104
20441
SH
SOLE
0
0
20441
DIREXION SHS ETF TR
DLY ENRGY BULL3X
25459W888
247
7079
SH
SOLE
0
0
7079
DISNEY WALT CO
COM DISNEY
254687106
656
6098
SH
SOLE
0
0
6098
DOWDUPONT INC
COM
26078J100
625
8780
SH
SOLE
0
0
8780
DUKE ENERGY CORP NEW
COM NEW
26441C204
916
10894
SH
SOLE
0
0
10894
EATON CORP PLC
SHS
G29183103
214
2708
SH
SOLE
0
0
2708
EATON VANCE TAX MNGD GBL DV
COM
27829F108
107
11386
SH
SOLE
0
0
11386
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
174
11351
SH
SOLE
0
0
11351
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1294
17909
SH
SOLE
0
0
17909
ENTERPRISE PRODS PARTNERS L
COM
293792107
844
31845
SH
SOLE
0
0
31845
EXXON MOBIL CORP
COM
30231G102
1624
19418
SH
SOLE
0
0
19418
FACEBOOK INC
CL A
30303M102
1248
7073
SH
SOLE
0
0
7073
FEDEX CORP
COM
31428X106
232
931
SH
SOLE
0
0
931
FIDUS INVT CORP
COM
316500107
231
15185
SH
SOLE
0
0
15185
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
906
15478
SH
SOLE
0
0
15478
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
323
4914
SH
SOLE
0
0
4914
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
376
6146
SH
SOLE
0
0
6146
FLAHERTY & CRUMRINE DYN PFD
SHS
33848W106
438
16410
SH
SOLE
0
0
16410
GENERAL ELECTRIC CO
COM
369604103
565
32388
SH
SOLE
0
0
32388
GENERAL MLS INC
COM
370334104
949
16007
SH
SOLE
0
0
16007
GENERAL MTRS CO
COM
37045V100
214
5220
SH
SOLE
0
0
5220
GENUINE PARTS CO
COM
372460105
605
6367
SH
SOLE
0
0
6367
GILEAD SCIENCES INC
COM
375558103
346
4828
SH
SOLE
0
0
4828
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
257
7257
SH
SOLE
0
0
7257
GLOBAL PMTS INC
COM
37940X102
222
2214
SH
SOLE
0
0
2214
CLAYMORE EXCHANGE TRD FD TR
GUG BULL2018 E
18383M530
209
9899
SH
SOLE
0
0
9899
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
1978
19579
SH
SOLE
0
0
19579
HOME DEPOT INC
COM
437076102
4844
25557
SH
SOLE
0
0
25557
HONEYWELL INTL INC
COM
438516106
351
2289
SH
SOLE
0
0
2289
HORIZON PHARMA PLC
SHS
G4617B105
387
26489
SH
SOLE
0
0
26489
ILLINOIS TOOL WKS INC
COM
452308109
285
1710
SH
SOLE
0
0
1710
ETFIS SER TR I
INFRAC ACT MLP
26923G103
595
69080
SH
SOLE
0
0
69080
INTEL CORP
COM
458140100
1402
30382
SH
SOLE
0
0
30382
INTERNATIONAL BUSINESS MACHS
COM
459200101
699
4557
SH
SOLE
0
0
4557
INTL PAPER CO
COM
460146103
241
4153
SH
SOLE
0
0
4153
ISHARES TR
1 3 YR TREAS BD
464287457
356
4242
SH
SOLE
0
0
4242
ISHARES TR
CORE US AGGBD ET
464287226
219
2002
SH
SOLE
0
0
2002
ISHARES TR
FLTG RATE NT ETF
46429B655
250
4927
SH
SOLE
0
0
4927
ISHARES TR
GRWT ALLOCAT ETF
464289867
239
5329
SH
SOLE
0
0
5329
ISHARES TR
MSCI ACWI ETF
464288257
253
3510
SH
SOLE
0
0
3510
ISHARES TR
MSCI AC ASIA ETF
464288182
273
3583
SH
SOLE
0
0
3583
ISHARES TR
MSCI EAFE ETF
464287465
267
3799
SH
SOLE
0
0
3799
ISHARES TR
RUS 1000 VAL ETF
464287598
330
2655
SH
SOLE
0
0
2655
ISHARES TR
RUSSELL 2000 ETF
464287655
385
2524
SH
SOLE
0
0
2524
ISHARES TR
RUS 2000 GRW ETF
464287648
466
2494
SH
SOLE
0
0
2494
ISHARES TR
RUS MID CAP ETF
464287499
322
1547
SH
SOLE
0
0
1547
ISHARES TR
CORE S&P MCP ETF
464287507
315
1658
SH
SOLE
0
0
1658
ISHARES TR
CORE S&P SCP ETF
464287804
339
4412
SH
SOLE
0
0
4412
ISHARES TR
SELECT DIVID ETF
464287168
695
7054
SH
SOLE
0
0
7054
ISHARES TR
TIPS BD ETF
464287176
316
2774
SH
SOLE
0
0
2774
ISHARES TR
S&P US PFD STK
464288687
260
6834
SH
SOLE
0
0
6834
JOHNSON & JOHNSON
COM
478160104
1624
11621
SH
SOLE
0
0
11621
JPMORGAN CHASE & CO
COM
46625H100
3239
30287
SH
SOLE
0
0
30287
KAYNE ANDERSON ENERGY DEV CO
COM
48660Q102
263
15100
SH
SOLE
0
0
15100
KAYNE ANDERSON MDSTM ENERGY
COM
48661E108
200
14508
SH
SOLE
0
0
14508
KAYNE ANDERSON MLP INVT CO
COM
486606106
456
23931
SH
SOLE
0
0
23931
KIMBERLY CLARK CORP
COM
494368103
413
3421
SH
SOLE
0
0
3421
LEGGETT & PLATT INC
COM
524660107
747
15669
SH
SOLE
0
0
15669
LENDINGCLUB CORP
COM
52603A109
82
19864
SH
SOLE
0
0
19864
LOCKHEED MARTIN CORP
COM
539830109
423
1319
SH
SOLE
0
0
1319
LOWES COS INC
COM
548661107
342
3676
SH
SOLE
0
0
3676
MABVAX THERAPEUTICS HLDGS IN
COM NEW
55414P504
11
15000
SH
SOLE
0
0
15000
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
358
5040
SH
SOLE
0
0
5040
MARRIOTT INTL INC NEW
CL A
571903202
283
2084
SH
SOLE
0
0
2084
MASTERCARD INCORPORATED
CL A
57636Q104
253
1674
SH
SOLE
0
0
1674
MCDONALDS CORP
COM
580135101
472
2743
SH
SOLE
0
0
2743
MEDTRONIC PLC
SHS
G5960L103
229
2830
SH
SOLE
0
0
2830
MERCK & CO INC
COM
58933Y105
999
17762
SH
SOLE
0
0
17762
MFS MULTIMARKET INCOME TR
SH BEN INT
552737108
96
15832
SH
SOLE
0
0
15832
MICRONET ENERTEC TECH INC
COM
595117102
45
40000
SH
SOLE
0
0
40000
MICROSOFT CORP
COM
594918104
1941
22686
SH
SOLE
0
0
22686
MILLER HOWARD HIGH INC EQTY
COM SHS BEN IN
600379101
399
32024
SH
SOLE
0
0
32024
MIMEDX GROUP INC
COM
602496101
877
69526
SH
SOLE
0
0
69526
MULESOFT INC
CL A
625207105
739
31790
SH
SOLE
0
0
31790
NANOSTRING TECHNOLOGIES INC
COM
63009R109
233
31162
SH
SOLE
0
0
31162
NETFLIX INC
COM
64110L106
248
1293
SH
SOLE
0
0
1293
NEXTERA ENERGY INC
COM
65339F101
442
2830
SH
SOLE
0
0
2830
NORFOLK SOUTHERN CORP
COM
655844108
847
5846
SH
SOLE
0
0
5846
NOVARTIS A G
SPONSORED ADR
66987V109
254
3028
SH
SOLE
0
0
3028
NOVO-NORDISK A S
ADR
670100205
204
3792
SH
SOLE
0
0
3792
ORACLE CORP
COM
68389X105
541
11443
SH
SOLE
0
0
11443
OTONOMY INC
COM
68906L105
144
26000
SH
SOLE
0
0
26000
OWENS CORNING NEW
COM
690742101
203
2204
SH
SOLE
0
0
2204
PAYPAL HLDGS INC
COM
70450Y103
308
4186
SH
SOLE
0
0
4186
PEPSICO INC
COM
713448108
900
7509
SH
SOLE
0
0
7509
PFIZER INC
COM
717081103
1080
29818
SH
SOLE
0
0
29818
PHILIP MORRIS INTL INC
COM
718172109
1122
10617
SH
SOLE
0
0
10617
PNC FINL SVCS GROUP INC
COM
693475105
488
3380
SH
SOLE
0
0
3380
POWERSHARES ETF TRUST
FINL PFD PTFL
73935X229
364
19300
SH
SOLE
0
0
19300
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
656
4214
SH
SOLE
0
0
4214
POWERSHARES ETF TRUST II
SENIOR LN PORT
73936Q769
424
18424
SH
SOLE
0
0
18424
PROCTER AND GAMBLE CO
COM
742718109
772
8401
SH
SOLE
0
0
8401
PROSHARES TR II
VIX SH TRM FUTRS
74347W171
232
10000
SH
SOLE
0
0
10000
PRUDENTIAL FINL INC
COM
744320102
209
1815
SH
SOLE
0
0
1815
REGIONS FINL CORP NEW
COM
7591EP100
467
27002
SH
SOLE
0
0
27002
REMARK HLDGS INC
COM
75955K102
122
12500
SH
SOLE
0
0
12500
ROPER TECHNOLOGIES INC
COM
776696106
362
1399
SH
SOLE
0
0
1399
RPM INTL INC
COM
749685103
524
10000
SH
SOLE
0
0
10000
SCHLUMBERGER LTD
COM
806857108
214
3175
SH
SOLE
0
0
3175
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
309
11077
SH
SOLE
0
0
11077
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
327
9600
SH
SOLE
0
0
9600
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
219
3440
SH
SOLE
0
0
3440
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
818
11567
SH
SOLE
0
0
11567
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
776
14187
SH
SOLE
0
0
14187
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
880
16528
SH
SOLE
0
0
16528
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
710
10183
SH
SOLE
0
0
10183
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
310
6053
SH
SOLE
0
0
6053
SENIOR HSG PPTYS TR
SH BEN INT
81721M109
211
11025
SH
SOLE
0
0
11025
SERES THERAPEUTICS INC
COM
81750R102
346
34163
SH
SOLE
0
0
34163
SIRIUS XM HLDGS INC
COM
82968B103
80
15000
SH
SOLE
0
0
15000
SOUTHERN CO
COM
842587107
1566
32555
SH
SOLE
0
0
32555
SOUTHWEST AIRLS CO
COM
844741108
236
3604
SH
SOLE
0
0
3604
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1358
5489
SH
SOLE
0
0
5489
SPDR GOLD TRUST
GOLD SHS
78463V107
901
7283
SH
SOLE
0
0
7283
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
560
11684
SH
SOLE
0
0
11684
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3919
14686
SH
SOLE
0
0
14686
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
440
1273
SH
SOLE
0
0
1273
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
240
22631
SH
SOLE
0
0
22631
SPROTT PHYSICAL SILVER TR
TR UNIT
85207K107
134
21203
SH
SOLE
0
0
21203
STELLUS CAP INVT CORP
COM
858568108
217
16500
SH
SOLE
0
0
16500
STONE HBR EMERG MRKTS INC FD
COM
86164T107
791
49732
SH
SOLE
0
0
49732
STRYKER CORP
COM
863667101
270
1741
SH
SOLE
0
0
1741
SUNTRUST BKS INC
COM
867914103
1258
19469
SH
SOLE
0
0
19469
SYNOPSYS INC
COM
871607107
227
2664
SH
SOLE
0
0
2664
SYSCO CORP
COM
871829107
214
3527
SH
SOLE
0
0
3527
TEKLA HEALTHCARE OPPORTUNIT
SHS
879105104
193
11000
SH
SOLE
0
0
11000
TIME WARNER INC
COM NEW
887317303
290
3165
SH
SOLE
0
0
3165
TJX COS INC NEW
COM
872540109
257
3364
SH
SOLE
0
0
3364
TOTAL SYS SVCS INC
COM
891906109
959
12129
SH
SOLE
0
0
12129
TRAVELERS COMPANIES INC
COM
89417E109
294
2166
SH
SOLE
0
0
2166
TRIANGLE CAP CORP
COM
895848109
232
24478
SH
SOLE
0
0
24478
TYLER TECHNOLOGIES INC
COM
902252105
259
1463
SH
SOLE
0
0
1463
UNITED PARCEL SERVICE INC
CL B
911312106
2943
24703
SH
SOLE
0
0
24703
UNITED TECHNOLOGIES CORP
COM
913017109
214
1674
SH
SOLE
0
0
1674
UNITEDHEALTH GROUP INC
COM
91324P102
811
3680
SH
SOLE
0
0
3680
UNUM GROUP
COM
91529Y106
206
3745
SH
SOLE
0
0
3745
VALERO ENERGY CORP NEW
COM
91913Y100
315
3424
SH
SOLE
0
0
3424
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
241
1650
SH
SOLE
0
0
1650
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
668
6549
SH
SOLE
0
0
6549
VANGUARD WORLD FDS
ENERGY ETF
92204A306
3002
30341
SH
SOLE
0
0
30341
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
572
8167
SH
SOLE
0
0
8167
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
317
7056
SH
SOLE
0
0
7056
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
377
8206
SH
SOLE
0
0
8206
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
341
2211
SH
SOLE
0
0
2211
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
622
7269
SH
SOLE
0
0
7269
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
596
4184
SH
SOLE
0
0
4184
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
409
4884
SH
SOLE
0
0
4884
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
559
4088
SH
SOLE
0
0
4088
VANGUARD INDEX FDS
MID CAP ETF
922908629
333
2151
SH
SOLE
0
0
2151
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
760
5550
SH
SOLE
0
0
5550
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
525
4770
SH
SOLE
0
0
4770
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
4294
54285
SH
SOLE
0
0
54285
VANGUARD INDEX FDS
SMALL CP ETF
922908751
375
2534
SH
SOLE
0
0
2534
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
227
2780
SH
SOLE
0
0
2780
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1554
11325
SH
SOLE
0
0
11325
VARIAN MED SYS INC
COM
92220P105
236
2121
SH
SOLE
0
0
2121
VERIZON COMMUNICATIONS INC
COM
92343V104
1485
28048
SH
SOLE
0
0
28048
VISA INC
COM CL A
92826C839
327
2865
SH
SOLE
0
0
2865
WAL-MART STORES INC
COM
931142103
1600
16202
SH
SOLE
0
0
16202
WASTE MGMT INC DEL
COM
94106L109
315
3648
SH
SOLE
0
0
3648
WELLS FARGO CO NEW
COM
949746101
657
10824
SH
SOLE
0
0
10824
WEYERHAEUSER CO
COM
962166104
313
8864
SH
SOLE
0
0
8864
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
242
8343
SH
SOLE
0
0
8343
WYNN RESORTS LTD
COM
983134107
464
2750
SH
SOLE
0
0
2750