HoldingsChannel.com
Lakeview Capital Partners LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
APPLE INC 28,675 +1,733 $5,447
     AAPL28,675+1,733$5,447
PIMCO ETF TR (MINT) 53,143 +4,749 $5,397
     MINT53,143+4,749$5,397
HOME DEPOT INC 25,532 -146 $4,899
     HD25,532-146$4,899
SPDR S&P 500 ETF TR (SPY) 16,022 +644 $4,526
     SPY16,022+644$4,526
ARK ETF TR (ARKK) 94,286 +2,593 $4,406
     ARKK94,286+2,593$4,406
JPMORGAN CHASE & CO 31,386 +1,315 $3,177
     JPM31,386+1,315$3,177
UNITED PARCEL SERVICE INC 26,971 -180 $3,014
     UPS26,971-180$3,014
AMAZON COM INC 1,635 +104 $2,912
     AMZN1,635+104$2,912
MICROSOFT CORP 23,921 -578 $2,821
     MSFT23,921-578$2,821
AT&T INC 85,315 +3,809 $2,675
     T85,315+3,809$2,675
AMERICAN EXPRESS CO 22,059 +767 $2,411
     AXP22,059+767$2,411
INVESCO EXCHANGE TRADED FD T (RSP) 21,189 +567 $2,213
     RSP21,189+567$2,213
SCHWAB STRATEGIC TR 38,491 +4,210 $2,132
     SCHM38,491+4,210$2,132
SCHWAB STRATEGIC TR 30,471 +2,596 $2,131
     SCHA30,471+2,596$2,131
JOHNSON & JOHNSON 14,311 +1,575 $2,000
     JNJ14,311+1,575$2,000
WALMART INC 19,874 +1,488 $1,938
     WMT19,874+1,488$1,938
VANGUARD BD INDEX FD INC (BSV) 23,933 +695 $1,905
     BSV23,933+695$1,905
VERIZON COMMUNICATIONS INC 31,828 +2,729 $1,882
     VZ31,828+2,729$1,882
W P CAREY INC 23,901 UNCH $1,872
     WPC23,901UNCH$1,872
BERKSHIRE HATHAWAY INC DEL      $1,802
     BRK.B8,968+601$1,802
BANK AMER CORP 63,567 +9,668 $1,754
     BAC63,567+9,668$1,754
COCA COLA CO 36,936 -156 $1,730
     KO36,936-156$1,730
VANGUARD INDEX FDS (VTI) 11,329 +67 $1,639
     VTI11,329+67$1,639
ALPHABET INC 1,374 -65 $1,617
     GOOGL1,374-65$1,617
SOUTHERN CO 31,135 -651 $1,609
     SO31,135-651$1,609
ALPS ETF TR (AMLP) 158,183 -1,072 $1,587
     AMLP158,183-1,072$1,587
SPDR DOW JONES INDL AVRG ETF (DIA) 6,123 +58 $1,587
     DIA6,123+58$1,587
EXXON MOBIL CORP 18,845 -497 $1,523
     XOM18,845-497$1,523
MERCK & CO INC 17,469 -840 $1,453
     MRK17,469-840$1,453
CHEVRON CORP NEW 10,878 +4 $1,340
     CVX10,878+4$1,340
DUKE ENERGY CORP NEW 14,638 +1,848 $1,317
     DUK14,638+1,848$1,317
PFIZER INC 30,811 +1,623 $1,309
     PFE30,811+1,623$1,309
INTEL CORP 23,235 +555 $1,248
     INTC23,235+555$1,248
CISCO SYS INC 22,201 +1,013 $1,199
     CSCO22,201+1,013$1,199
ISHARES TR (IJH) 6,289 +800 $1,191
     IJH6,289+800$1,191
VANGUARD INDEX FDS (VOO) 4,449 -235 $1,155
     VOO4,449-235$1,155
PROCTER AND GAMBLE CO 10,735 +258 $1,117
     PG10,735+258$1,117
GENERAL MLS INC 20,861 +142 $1,080
     GIS20,861+142$1,080
SCHWAB STRATEGIC TR 19,668 +459 $1,077
     SCHV19,668+459$1,077
ISHARES TR (TIP) 9,508 +68 $1,075
     TIP9,508+68$1,075
COSTCO WHSL CORP NEW 4,300 +520 $1,041
     COST4,300+520$1,041
ISHARES TR (IVV) 3,603 +2,248 $1,025
     IVV3,603+2,248$1,025
INVESCO QQQ TR 5,533 +524 $994
     QQQ5,533+524$994
SCHWAB STRATEGIC TR 18,964 -288 $991
     SCHD18,964-288$991
UNITEDHEALTH GROUP INC 3,943 +135 $975
     UNH3,943+135$975
TOTAL SYS SVCS INC 10,231 +395 $972
     TSS10,231+395$972
PROSHARES TR II (VIXY) 38,000 +30,500 $913
     VIXY38,000+30,500$913
ROYAL DUTCH SHELL PLC      $909
     RDS.B14,209UNCH$909
PHILIP MORRIS INTL INC 9,903 +74 $875
     PM9,903+74$875
SCHWAB STRATEGIC TR 10,875 +479 $864
     SCHG10,875+479$864

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 03/31/2019: $162,939
At 12/31/2018: $137,640

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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