0001398344-18-007069.txt : 20180508
0001398344-18-007069.hdr.sgml : 20180508
20180508090114
ACCESSION NUMBER: 0001398344-18-007069
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180508
DATE AS OF CHANGE: 20180508
EFFECTIVENESS DATE: 20180508
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: 18813140
BUSINESS ADDRESS:
STREET 1: 1201 PEACHTREE STREET, NE
STREET 2: SUITE 1850
CITY: ATLANTA
STATE: GA
ZIP: 30361
BUSINESS PHONE: 404-841-2224
MAIL ADDRESS:
STREET 1: 1201 PEACHTREE STREET, NE
STREET 2: SUITE 1850
CITY: ATLANTA
STATE: GA
ZIP: 30361
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001633172
XXXXXXXX
03-31-2018
03-31-2018
false
Lakeview Capital Partners, LLC
1201 Peachtree Street, Ne
Suite 1850
Atlanta
GA
30361
13F HOLDINGS REPORT
028-16523
N
Courtney Tomlin
Chief Compliance Officer
404-418-7772
/s/ Courtney Tomlin
Atlanta
GA
05-03-2018
0
202
131140
INFORMATION TABLE
2
fp0033002_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
540
2460
SH
SOLE
0
0
2460
ABBOTT LABS
COM
002824100
349
5818
SH
SOLE
0
0
5818
ABBVIE INC
COM
00287Y109
469
4951
SH
SOLE
0
0
4951
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
315
2055
SH
SOLE
0
0
2055
AES CORP
COM
00130H105
124
10945
SH
SOLE
0
0
10945
ALPS ETF TR
ALERIAN MLP
00162Q866
1371
146319
SH
SOLE
0
0
146319
ALLSTATE CORP
COM
020002101
275
2904
SH
SOLE
0
0
2904
ALPHABET INC
CAP STK CL A
02079K305
1430
1379
SH
SOLE
0
0
1379
ALPHABET INC
CAP STK CL C
02079K107
393
381
SH
SOLE
0
0
381
ALTRIA GROUP INC
COM
02209S103
731
11725
SH
SOLE
0
0
11725
AMAZON COM INC
COM
023135106
1892
1307
SH
SOLE
0
0
1307
AMERICAN EXPRESS CO
COM
025816109
2018
21636
SH
SOLE
0
0
21636
AMERICAN TOWER CORP NEW
COM
03027X100
396
2728
SH
SOLE
0
0
2728
AMGEN INC
COM
031162100
790
4634
SH
SOLE
0
0
4634
ANNALY CAP MGMT INC
COM
035710409
394
37790
SH
SOLE
0
0
37790
APPLE INC
COM
037833100
4803
28629
SH
SOLE
0
0
28629
APPLIED MATLS INC
COM
038222105
393
7060
SH
SOLE
0
0
7060
ARK ETF TR
INNOVATION ETF
00214Q104
2659
68064
SH
SOLE
0
0
68064
AT&T INC
COM
00206R102
2114
59291
SH
SOLE
0
0
59291
BANK AMER CORP
COM
060505104
1500
50012
SH
SOLE
0
0
50012
BB&T CORP
COM
054937107
438
8409
SH
SOLE
0
0
8409
BCE INC
COM NEW
05534B760
371
8625
SH
SOLE
0
0
8625
BECTON DICKINSON & CO
COM
075887109
437
2015
SH
SOLE
0
0
2015
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1522
7629
SH
SOLE
0
0
7629
BIOGEN INC
COM
09062X103
206
753
SH
SOLE
0
0
753
BOEING CO
COM
097023105
300
916
SH
SOLE
0
0
916
BOSTON SCIENTIFIC CORP
COM
101137107
289
10561
SH
SOLE
0
0
10561
BP PLC
SPONSORED ADR
055622104
334
8249
SH
SOLE
0
0
8249
BRISTOL MYERS SQUIBB CO
COM
110122108
495
7826
SH
SOLE
0
0
7826
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
224
2044
SH
SOLE
0
0
2044
CATERPILLAR INC DEL
COM
149123101
208
1411
SH
SOLE
0
0
1411
CHEVRON CORP NEW
COM
166764100
1015
8900
SH
SOLE
0
0
8900
CISCO SYS INC
COM
17275R102
904
21078
SH
SOLE
0
0
21078
COCA COLA CO
COM
191216100
1970
45350
SH
SOLE
0
0
45350
COLGATE PALMOLIVE CO
COM
194162103
481
6708
SH
SOLE
0
0
6708
COMCAST CORP NEW
CL A
20030N101
202
5912
SH
SOLE
0
0
5912
COMERICA INC
COM
200340107
920
9586
SH
SOLE
0
0
9586
CONOCOPHILLIPS
COM
20825C104
215
3628
SH
SOLE
0
0
3628
COSTCO WHSL CORP NEW
COM
22160K105
772
4097
SH
SOLE
0
0
4097
CROWN CASTLE INTL CORP NEW
COM
22822V101
352
3209
SH
SOLE
0
0
3209
CUMMINS INC
COM
231021106
268
1656
SH
SOLE
0
0
1656
CVS HEALTH CORP
COM
126650100
212
3408
SH
SOLE
0
0
3408
DANAHER CORP DEL
COM
235851102
263
2686
SH
SOLE
0
0
2686
DEUTSCHE BK AG LONDON BRH
DB CRUDE OIL LNG
25154K866
116
20441
SH
SOLE
0
0
20441
DEERE & CO
COM
244199105
202
1302
SH
SOLE
0
0
1302
DIREXION SHS ETF TR
DLY ENRGY BULL3X
25459W888
283
10281
SH
SOLE
0
0
10281
DISNEY WALT CO
COM DISNEY
254687106
600
5975
SH
SOLE
0
0
5975
DOWDUPONT INC
COM
26078J100
515
8077
SH
SOLE
0
0
8077
DUKE ENERGY CORP NEW
COM NEW
26441C204
1007
13002
SH
SOLE
0
0
13002
EATON CORP PLC
SHS
G29183103
201
2514
SH
SOLE
0
0
2514
EATON VANCE TAX MNGD GBL DV
COM
27829F108
106
11666
SH
SOLE
0
0
11666
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
169
11351
SH
SOLE
0
0
11351
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1199
17784
SH
SOLE
0
0
17784
ENTERPRISE PRODS PARTNERS L
COM
293792107
615
25120
SH
SOLE
0
0
25120
EXXON MOBIL CORP
COM
30231G102
1499
20095
SH
SOLE
0
0
20095
FACEBOOK INC
CL A
30303M102
1052
6586
SH
SOLE
0
0
6586
FEDEX CORP
COM
31428X106
200
831
SH
SOLE
0
0
831
FIDUS INVT CORP
COM
316500107
196
15185
SH
SOLE
0
0
15185
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
284
2354
SH
SOLE
0
0
2354
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
915
15663
SH
SOLE
0
0
15663
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
321
4914
SH
SOLE
0
0
4914
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
379
6299
SH
SOLE
0
0
6299
FLAHERTY & CRUMRINE DYN PFD
SHS
33848W106
397
16411
SH
SOLE
0
0
16411
FS INVT CORP
COM
302635107
95
13100
SH
SOLE
0
0
13100
GENERAL ELECTRIC CO
COM
369604103
331
24592
SH
SOLE
0
0
24592
GENERAL MLS INC
COM
370334104
769
17065
SH
SOLE
0
0
17065
GENUINE PARTS CO
COM
372460105
584
6503
SH
SOLE
0
0
6503
GILEAD SCIENCES INC
COM
375558103
336
4451
SH
SOLE
0
0
4451
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
296
7571
SH
SOLE
0
0
7571
GLOBAL PMTS INC
COM
37940X102
247
2214
SH
SOLE
0
0
2214
HARRIS CORP DEL
COM
413875105
408
2529
SH
SOLE
0
0
2529
HOME DEPOT INC
COM
437076102
4695
26340
SH
SOLE
0
0
26340
HONEYWELL INTL INC
COM
438516106
351
2426
SH
SOLE
0
0
2426
HORIZON PHARMA PLC
SHS
G4617B105
392
27629
SH
SOLE
0
0
27629
ILLINOIS TOOL WKS INC
COM
452308109
262
1670
SH
SOLE
0
0
1670
ETFIS SER TR I
INFRAC ACT MLP
26923G103
455
66580
SH
SOLE
0
0
66580
INTEL CORP
COM
458140100
1338
25685
SH
SOLE
0
0
25685
INTERNATIONAL BUSINESS MACHS
COM
459200101
491
3203
SH
SOLE
0
0
3203
ISHARES TR
CORE US AGGBD ET
464287226
215
2002
SH
SOLE
0
0
2002
ISHARES TR
FLTG RATE NT ETF
46429B655
223
4376
SH
SOLE
0
0
4376
ISHARES TR
GRWT ALLOCAT ETF
464289867
208
4672
SH
SOLE
0
0
4672
ISHARES TR
MSCI ACWI ETF
464288257
252
3510
SH
SOLE
0
0
3510
ISHARES TR
MSCI AC ASIA ETF
464288182
276
3562
SH
SOLE
0
0
3562
ISHARES TR
MSCI EAFE ETF
464287465
265
3799
SH
SOLE
0
0
3799
ISHARES TR
RUS 1000 VAL ETF
464287598
338
2820
SH
SOLE
0
0
2820
ISHARES TR
RUSSELL 2000 ETF
464287655
422
2777
SH
SOLE
0
0
2777
ISHARES TR
RUS 2000 GRW ETF
464287648
481
2522
SH
SOLE
0
0
2522
ISHARES TR
RUS MID CAP ETF
464287499
317
1535
SH
SOLE
0
0
1535
ISHARES TR
CORE S&P MCP ETF
464287507
311
1658
SH
SOLE
0
0
1658
ISHARES TR
CORE S&P SCP ETF
464287804
335
4354
SH
SOLE
0
0
4354
ISHARES TR
SELECT DIVID ETF
464287168
629
6613
SH
SOLE
0
0
6613
ISHARES TR
TIPS BD ETF
464287176
306
2704
SH
SOLE
0
0
2704
ISHARES TR
S&P US PFD STK
464288687
229
6110
SH
SOLE
0
0
6110
JOHNSON & JOHNSON
COM
478160104
1475
11508
SH
SOLE
0
0
11508
JPMORGAN CHASE & CO
COM
46625H100
3210
29187
SH
SOLE
0
0
29187
KAYNE ANDERSON ENERGY DEV CO
COM
48660Q102
251
16100
SH
SOLE
0
0
16100
KAYNE ANDERSON MDSTM ENERGY
COM
48661E108
170
14508
SH
SOLE
0
0
14508
KAYNE ANDERSON MLP INVT CO
COM
486606106
394
23931
SH
SOLE
0
0
23931
KIMBERLY CLARK CORP
COM
494368103
289
2627
SH
SOLE
0
0
2627
LEGGETT & PLATT INC
COM
524660107
734
16599
SH
SOLE
0
0
16599
LENDINGCLUB CORP
COM
52603A109
54
15346
SH
SOLE
0
0
15346
LOCKHEED MARTIN CORP
COM
539830109
493
1460
SH
SOLE
0
0
1460
LOWES COS INC
COM
548661107
211
2406
SH
SOLE
0
0
2406
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
300
5140
SH
SOLE
0
0
5140
MARRIOTT INTL INC NEW
CL A
571903202
324
2386
SH
SOLE
0
0
2386
MASTERCARD INCORPORATED
CL A
57636Q104
293
1674
SH
SOLE
0
0
1674
MCDONALDS CORP
COM
580135101
435
2780
SH
SOLE
0
0
2780
MEDTRONIC PLC
SHS
G5960L103
232
2893
SH
SOLE
0
0
2893
MERCK & CO INC
COM
58933Y105
948
17409
SH
SOLE
0
0
17409
MFS MULTIMARKET INCOME TR
SH BEN INT
552737108
91
15832
SH
SOLE
0
0
15832
MICRONET ENERTEC TECH INC
COM
595117102
99
75000
SH
SOLE
0
0
75000
MICROSOFT CORP
COM
594918104
2097
22976
SH
SOLE
0
0
22976
MILLER HOWARD HIGH INC EQTY
COM SHS BEN IN
600379101
365
32024
SH
SOLE
0
0
32024
MIMEDX GROUP INC
COM
602496101
615
88292
SH
SOLE
0
0
88292
MULESOFT INC
CL A
625207105
1024
23285
SH
SOLE
0
0
23285
NANOSTRING TECHNOLOGIES INC
COM
63009R109
195
26009
SH
SOLE
0
0
26009
NETFLIX INC
COM
64110L106
332
1123
SH
SOLE
0
0
1123
NEXTERA ENERGY INC
COM
65339F101
383
2348
SH
SOLE
0
0
2348
NORFOLK SOUTHERN CORP
COM
655844108
794
5846
SH
SOLE
0
0
5846
NOVARTIS A G
SPONSORED ADR
66987V109
259
3208
SH
SOLE
0
0
3208
ORACLE CORP
COM
68389X105
529
11557
SH
SOLE
0
0
11557
OTONOMY INC
COM
68906L105
142
33800
SH
SOLE
0
0
33800
PAYPAL HLDGS INC
COM
70450Y103
402
5296
SH
SOLE
0
0
5296
PEPSICO INC
COM
713448108
777
7119
SH
SOLE
0
0
7119
PFIZER INC
COM
717081103
1098
30934
SH
SOLE
0
0
30934
PHILIP MORRIS INTL INC
COM
718172109
985
9908
SH
SOLE
0
0
9908
PNC FINL SVCS GROUP INC
COM
693475105
538
3555
SH
SOLE
0
0
3555
POWERSHARES ETF TRUST
FINL PFD PTFL
73935X229
312
16800
SH
SOLE
0
0
16800
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
807
5037
SH
SOLE
0
0
5037
POWERSHARES ETF TRUST II
SENIOR LN PORT
73936Q769
394
17041
SH
SOLE
0
0
17041
PROCTER AND GAMBLE CO
COM
742718109
711
8968
SH
SOLE
0
0
8968
PROSHARES TR II
ULTRA VIX SHORT
74347W163
241
13000
SH
SOLE
0
0
13000
PROSHARES TR II
VIX SH TRM FUTRS
74347W171
509
13000
SH
SOLE
0
0
13000
PRUDENTIAL FINL INC
COM
744320102
201
1941
SH
SOLE
0
0
1941
REGIONS FINL CORP NEW
COM
7591EP100
466
25096
SH
SOLE
0
0
25096
REMARK HLDGS INC
COM
75955K102
245
43200
SH
SOLE
0
0
43200
ROPER TECHNOLOGIES INC
COM
776696106
383
1365
SH
SOLE
0
0
1365
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
474
7234
SH
SOLE
0
0
7234
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
215
3365
SH
SOLE
0
0
3365
RPM INTL INC
COM
749685103
429
9000
SH
SOLE
0
0
9000
SCHLUMBERGER LTD
COM
806857108
216
3335
SH
SOLE
0
0
3335
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
397
13816
SH
SOLE
0
0
13816
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
398
11810
SH
SOLE
0
0
11810
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
223
3536
SH
SOLE
0
0
3536
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
932
12997
SH
SOLE
0
0
12997
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
765
14487
SH
SOLE
0
0
14487
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1033
19542
SH
SOLE
0
0
19542
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1605
23222
SH
SOLE
0
0
23222
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
294
5994
SH
SOLE
0
0
5994
SENIOR HSG PPTYS TR
SH BEN INT
81721M109
176
11225
SH
SOLE
0
0
11225
SERES THERAPEUTICS INC
COM
81750R102
249
33929
SH
SOLE
0
0
33929
SIRIUS XM HLDGS INC
COM
82968B103
94
15000
SH
SOLE
0
0
15000
SOUTHERN CO
COM
842587107
1308
29293
SH
SOLE
0
0
29293
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1451
6011
SH
SOLE
0
0
6011
SPDR GOLD TRUST
GOLD SHS
78463V107
941
7483
SH
SOLE
0
0
7483
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
407
8517
SH
SOLE
0
0
8517
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3984
15139
SH
SOLE
0
0
15139
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
429
1254
SH
SOLE
0
0
1254
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
236
21921
SH
SOLE
0
0
21921
SPROTT PHYSICAL SILVER TR
TR UNIT
85207K107
126
20903
SH
SOLE
0
0
20903
STELLUS CAP INVT CORP
COM
858568108
195
16900
SH
SOLE
0
0
16900
STONE HBR EMERG MRKTS INC FD
COM
86164T107
754
47345
SH
SOLE
0
0
47345
STRYKER CORP
COM
863667101
280
1741
SH
SOLE
0
0
1741
SUNTRUST BKS INC
COM
867914103
1278
18778
SH
SOLE
0
0
18778
SYNOPSYS INC
COM
871607107
214
2576
SH
SOLE
0
0
2576
SYSCO CORP
COM
871829107
253
4216
SH
SOLE
0
0
4216
TEKLA HEALTHCARE OPPORTUNIT
SHS
879105104
181
11000
SH
SOLE
0
0
11000
TJX COS INC NEW
COM
872540109
253
3099
SH
SOLE
0
0
3099
TOTAL SYS SVCS INC
COM
891906109
1046
12129
SH
SOLE
0
0
12129
TRAVELERS COMPANIES INC
COM
89417E109
309
2224
SH
SOLE
0
0
2224
TRIANGLE CAP CORP
COM
895848109
256
22978
SH
SOLE
0
0
22978
TYLER TECHNOLOGIES INC
COM
902252105
309
1463
SH
SOLE
0
0
1463
UNITED PARCEL SERVICE INC
CL B
911312106
2661
25424
SH
SOLE
0
0
25424
UNITED TECHNOLOGIES CORP
COM
913017109
217
1725
SH
SOLE
0
0
1725
UNITEDHEALTH GROUP INC
COM
91324P102
726
3392
SH
SOLE
0
0
3392
UNUM GROUP
COM
91529Y106
222
4673
SH
SOLE
0
0
4673
VALERO ENERGY CORP NEW
COM
91913Y100
296
3188
SH
SOLE
0
0
3188
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
224
1649
SH
SOLE
0
0
1649
VANGUARD GROUP
DIV APP ETF
921908844
501
4955
SH
SOLE
0
0
4955
VANGUARD WORLD FDS
ENERGY ETF
92204A306
2803
30341
SH
SOLE
0
0
30341
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
567
8167
SH
SOLE
0
0
8167
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
416
9409
SH
SOLE
0
0
9409
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
394
8387
SH
SOLE
0
0
8387
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
339
2211
SH
SOLE
0
0
2211
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
479
5812
SH
SOLE
0
0
5812
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
582
4184
SH
SOLE
0
0
4184
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
367
4484
SH
SOLE
0
0
4484
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
527
4088
SH
SOLE
0
0
4088
VANGUARD INDEX FDS
MID CAP ETF
922908629
334
2168
SH
SOLE
0
0
2168
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
782
5620
SH
SOLE
0
0
5620
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
503
4770
SH
SOLE
0
0
4770
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
3733
47586
SH
SOLE
0
0
47586
VANGUARD INDEX FDS
SMALL CP ETF
922908751
372
2534
SH
SOLE
0
0
2534
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1468
10813
SH
SOLE
0
0
10813
VARIAN MED SYS INC
COM
92220P105
301
2453
SH
SOLE
0
0
2453
VERIZON COMMUNICATIONS INC
COM
92343V104
1187
24826
SH
SOLE
0
0
24826
VISA INC
COM CL A
92826C839
449
3751
SH
SOLE
0
0
3751
WALMART INC
COM
931142103
1460
16414
SH
SOLE
0
0
16414
WASTE MGMT INC DEL
COM
94106L109
203
2416
SH
SOLE
0
0
2416
WELLS FARGO CO NEW
COM
949746101
598
11408
SH
SOLE
0
0
11408
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
226
8257
SH
SOLE
0
0
8257
WYNN RESORTS LTD
COM
983134107
219
1200
SH
SOLE
0
0
1200