HoldingsChannel.com
Lakeview Capital Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 27,032 -2,376 $7,938
     AAPL27,032-2,376$7,938
SPDR S&P 500 ETF TR (SPY) 18,017 -356 $5,799
     SPY18,017-356$5,799
HOME DEPOT INC 22,200 -3,020 $4,848
     HD22,200-3,020$4,848
PIMCO ETF TR (MINT) 46,354 -5,488 $4,709
     MINT46,354-5,488$4,709
JPMORGAN CHASE & CO 32,902 +2,231 $4,587
     JPM32,902+2,231$4,587
ARK ETF TR (ARKK) 91,181 -1,643 $4,564
     ARKK91,181-1,643$4,564
AT&T INC 99,130 +929 $3,874
     T99,130+929$3,874
SPDR GOLD TRUST (GLD) 24,084 +2,405 $3,442
     GLD24,084+2,405$3,442
UNITED PARCEL SERVICE INC 27,404 +102 $3,208
     UPS27,404+102$3,208
MICROSOFT CORP 20,299 -1,095 $3,201
     MSFT20,299-1,095$3,201
AMAZON COM INC 1,515 -84 $2,800
     AMZN1,515-84$2,800
AMERICAN EXPRESS CO 22,089 -190 $2,750
     AXP22,089-190$2,750
ISHARES INC (IEMG) 45,091 +45,091 $2,424
     IEMG45,091+45,091$2,424
SCHWAB STRATEGIC TR 39,292 -1,773 $2,363
     SCHM39,292-1,773$2,363
INVESCO EXCHANGE TRADED FD T (RSP) 19,918 -1,017 $2,305
     RSP19,918-1,017$2,305
SOUTHERN CO 35,691 +5,100 $2,274
     SO35,691+5,100$2,274
SCHWAB STRATEGIC TR 29,655 -1,097 $2,243
     SCHA29,655-1,097$2,243
BANK AMER CORP 63,484 +427 $2,236
     BAC63,484+427$2,236
VANGUARD BD INDEX FD INC (BND) 26,645 +23,668 $2,234
     BND26,645+23,668$2,234
WALMART INC 18,474 -65 $2,195
     WMT18,474-65$2,195
EXXON MOBIL CORP 30,554 +575 $2,132
     XOM30,554+575$2,132
SCHWAB STRATEGIC TR 35,415 +709 $2,129
     SCHV35,415+709$2,129
VERIZON COMMUNICATIONS INC 34,302 +491 $2,106
     VZ34,302+491$2,106
COCA COLA CO 37,620 +339 $2,068
     KO37,620+339$2,068
BERKSHIRE HATHAWAY INC DEL      $2,022
     BRK.B8,928-506$2,022
VANGUARD BD INDEX FD INC (BSV) 24,952 -864 $2,011
     BSV24,952-864$2,011
JOHNSON & JOHNSON 13,619 -392 $1,987
     JNJ13,619-392$1,987
BRISTOL MYERS SQUIBB CO 29,254 -1,107 $1,878
     BMY29,254-1,107$1,878
VANGUARD INDEX FDS (VOO) 6,337 -290 $1,875
     VOO6,337-290$1,875
W P CAREY INC 22,751 -1,150 $1,821
     WPC22,751-1,150$1,821
VANGUARD INDEX FDS (VTI) 10,777 -524 $1,763
     VTI10,777-524$1,763
GLOBAL PMTS INC 9,566 -229 $1,746
     GPN9,566-229$1,746
ALPHABET INC 1,275 +12 $1,708
     GOOGL1,275+12$1,708
SPDR DOW JONES INDL AVRG ETF (DIA) 5,793 -489 $1,652
     DIA5,793-489$1,652
VANGUARD SCOTTSDALE FDS (VONG) 8,905 +52 $1,611
     VONG8,905+52$1,611
MERCK & CO INC 17,674 -166 $1,607
     MRK17,674-166$1,607
ISHARES TR (ITOT) 20,893 +20,893 $1,519
     ITOT20,893+20,893$1,519
ISHARES TR (IJH) 7,217 +905 $1,485
     IJH7,217+905$1,485
TRUIST FINL CORP 25,369 +25,369 $1,429
     TFC25,369+25,369$1,429
PROCTER & GAMBLE CO 11,352 +1,744 $1,418
     PG11,352+1,744$1,418
DUKE ENERGY CORP NEW 15,124 -1,395 $1,379
     DUK15,124-1,395$1,379
CHEVRON CORP NEW 11,134 -119 $1,342
     CVX11,134-119$1,342
VANGUARD INDEX FDS (VO) 7,464 +2,866 $1,330
     VO7,464+2,866$1,330
ALPS ETF TR (AMLP) 154,733 -2,193 $1,315
     AMLP154,733-2,193$1,315
ISHARES TR (IWF) 7,392 +7,392 $1,300
     IWF7,392+7,392$1,300
SALESFORCE COM INC 7,534 -2,605 $1,225
     CRM7,534-2,605$1,225
PFIZER INC 30,695 -204 $1,203
     PFE30,695-204$1,203
CINCINNATI FINL CORP 11,385 +11,385 $1,197
     CINF11,385+11,385$1,197
COSTCO WHSL CORP NEW 4,010 -180 $1,179
     COST4,010-180$1,179
INTEL CORP 19,523 -2,475 $1,168
     INTC19,523-2,475$1,168

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 12/31/2019: $208,830
At 09/30/2019: $180,068

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.