HoldingsChannel.com
Lakeview Capital Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC 29,444 +769 $5,827
     AAPL29,444+769$5,827
HOME DEPOT INC 26,263 +731 $5,462
     HD26,263+731$5,462
PIMCO ETF TR (MINT) 52,038 -1,105 $5,295
     MINT52,038-1,105$5,295
SPDR S&P 500 ETF TR (SPY) 16,553 +531 $4,850
     SPY16,553+531$4,850
ARK ETF TR (ARKK) 91,711 -2,575 $4,400
     ARKK91,711-2,575$4,400
JPMORGAN CHASE & CO 31,007 -379 $3,467
     JPM31,007-379$3,467
AT&T INC 95,889 +10,574 $3,213
     T95,889+10,574$3,213
AMAZON COM INC 1,562 -73 $2,958
     AMZN1,562-73$2,958
MICROSOFT CORP 21,115 -2,806 $2,829
     MSFT21,115-2,806$2,829
UNITED PARCEL SERVICE INC 27,316 +345 $2,821
     UPS27,316+345$2,821
AMERICAN EXPRESS CO 22,209 +150 $2,741
     AXP22,209+150$2,741
SCHWAB STRATEGIC TR 40,860 +2,369 $2,333
     SCHM40,860+2,369$2,333
SCHWAB STRATEGIC TR 31,853 +1,382 $2,277
     SCHA31,853+1,382$2,277
INVESCO EXCHANGE TRADED FD T (RSP) 20,933 -256 $2,257
     RSP20,933-256$2,257
WALMART INC 20,350 +476 $2,248
     WMT20,350+476$2,248
VANGUARD BD INDEX FD INC (BSV) 25,186 +1,253 $2,028
     BSV25,186+1,253$2,028
JOHNSON & JOHNSON 14,343 +32 $1,998
     JNJ14,343+32$1,998
W P CAREY INC 23,901 UNCH $1,940
     WPC23,901UNCH$1,940
BERKSHIRE HATHAWAY INC DEL      $1,912
     BRK.B8,968UNCH$1,912
VERIZON COMMUNICATIONS INC 32,900 +1,072 $1,880
     VZ32,900+1,072$1,880
COCA COLA CO 36,918 -18 $1,873
     KO36,918-18$1,873
BANK AMER CORP 63,054 -513 $1,829
     BAC63,054-513$1,829
SOUTHERN CO 31,669 +534 $1,751
     SO31,669+534$1,751
VANGUARD INDEX FDS (VTI) 11,330 +1 $1,701
     VTI11,330+1$1,701
SPDR DOW JONES INDL AVRG ETF (DIA) 6,323 +200 $1,681
     DIA6,323+200$1,681
MERCK & CO INC 19,912 +2,443 $1,670
     MRK19,912+2,443$1,670
EXXON MOBIL CORP 19,674 +829 $1,508
     XOM19,674+829$1,508
VANGUARD INDEX FDS (VOO) 5,559 +1,110 $1,496
     VOO5,559+1,110$1,496
ALPS ETF TR (AMLP) 151,069 -7,114 $1,488
     AMLP151,069-7,114$1,488
ALPHABET INC 1,338 -36 $1,449
     GOOGL1,338-36$1,449
CHEVRON CORP NEW 11,214 +336 $1,395
     CVX11,214+336$1,395
DUKE ENERGY CORP NEW 15,624 +986 $1,379
     DUK15,624+986$1,379
BRISTOL MYERS SQUIBB CO 30,378 +20,807 $1,378
     BMY30,378+20,807$1,378
PFIZER INC 30,801 -10 $1,334
     PFE30,801-10$1,334
COLONY BANKCORP INC 71,840 +71,840 $1,218
     CBAN71,840+71,840$1,218
ISHARES TR (IJH) 6,272 -17 $1,218
     IJH6,272-17$1,218
CISCO SYS INC 21,983 -218 $1,203
     CSCO21,983-218$1,203
TOTAL SYS SVCS INC 9,381 -850 $1,203
     TSS9,381-850$1,203
INTEL CORP 24,280 +1,045 $1,162
     INTC24,280+1,045$1,162
SCHWAB STRATEGIC TR 20,694 +1,026 $1,162
     SCHV20,694+1,026$1,162
ISHARES TR (IVV) 3,866 +263 $1,140
     IVV3,866+263$1,140
COSTCO WHSL CORP NEW 4,310 +10 $1,139
     COST4,310+10$1,139
ISHARES TR (TIP) 9,508 UNCH $1,098
     TIP9,508UNCH$1,098
PROCTER AND GAMBLE CO 9,933 -802 $1,089
     PG9,933-802$1,089
GENERAL MLS INC 20,207 -654 $1,061
     GIS20,207-654$1,061
SPDR GOLD TRUST (GLD) 7,888 +1,645 $1,051
     GLD7,888+1,645$1,051
INVESCO QQQ TR 5,293 -240 $988
     QQQ5,293-240$988
ALPHABET INC 893 +220 $965
     GOOG893+220$965
SCHWAB STRATEGIC TR 11,596 +721 $965
     SCHG11,596+721$965
UNITEDHEALTH GROUP INC 3,830 -113 $935
     UNH3,830-113$935

See Full List: All Stocks Held By Lakeview Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lakeview Capital Partners LLC

Size ($ in 1000's)
At 06/30/2019: $171,635
At 03/31/2019: $162,939

Lakeview Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lakeview Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

Lakeview Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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