HoldingsChannel.com
Lakeview Capital Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 29,408 -36 $6,586
     AAPL29,408-36$6,586
HOME DEPOT INC 25,220 -1,043 $5,851
     HD25,220-1,043$5,851
SPDR S&P 500 ETF TR (SPY) 18,373 +1,820 $5,453
     SPY18,373+1,820$5,453
PIMCO ETF TR (MINT) 51,842 -196 $5,274
     MINT51,842-196$5,274
ARK ETF TR (ARKK) 92,824 +1,113 $3,981
     ARKK92,824+1,113$3,981
AT&T INC 98,201 +2,312 $3,716
     T98,201+2,312$3,716
JPMORGAN CHASE & CO 30,671 -336 $3,610
     JPM30,671-336$3,610
UNITED PARCEL SERVICE INC 27,302 -14 $3,271
     UPS27,302-14$3,271
SPDR GOLD TRUST (GLD) 21,679 +13,791 $3,011
     GLD21,679+13,791$3,011
MICROSOFT CORP 21,394 +279 $2,974
     MSFT21,394+279$2,974
AMAZON COM INC 1,599 +37 $2,776
     AMZN1,599+37$2,776
AMERICAN EXPRESS CO 22,279 +70 $2,635
     AXP22,279+70$2,635
SCHWAB STRATEGIC TR 41,065 +205 $2,322
     SCHM41,065+205$2,322
INVESCO EXCHANGE TRADED FD T (RSP) 20,935 +2 $2,263
     RSP20,935+2$2,263
WALMART INC 18,539 -1,811 $2,200
     WMT18,539-1,811$2,200
SCHWAB STRATEGIC TR 30,752 -1,101 $2,144
     SCHA30,752-1,101$2,144
W P CAREY INC 23,901 UNCH $2,139
     WPC23,901UNCH$2,139
EXXON MOBIL CORP 29,979 +10,305 $2,117
     XOM29,979+10,305$2,117
VANGUARD BD INDEX FD INC (BSV) 25,816 +630 $2,086
     BSV25,816+630$2,086
VERIZON COMMUNICATIONS INC 33,811 +911 $2,041
     VZ33,811+911$2,041
COCA COLA CO 37,281 +363 $2,018
     KO37,281+363$2,018
SCHWAB STRATEGIC TR 34,706 +14,012 $1,969
     SCHV34,706+14,012$1,969
BERKSHIRE HATHAWAY INC DEL      $1,962
     BRK.B9,434+466$1,962
SOUTHERN CO 30,591 -1,078 $1,890
     SO30,591-1,078$1,890
BANK AMER CORP 63,057 +3 $1,839
     BAC63,057+3$1,839
JOHNSON & JOHNSON 14,011 -332 $1,813
     JNJ14,011-332$1,813
VANGUARD INDEX FDS (VOO) 6,627 +1,068 $1,807
     VOO6,627+1,068$1,807
VANGUARD INDEX FDS (VTI) 11,301 -29 $1,706
     VTI11,301-29$1,706
SPDR DOW JONES INDL AVRG ETF (DIA) 6,282 -41 $1,691
     DIA6,282-41$1,691
DUKE ENERGY CORP NEW 16,519 +895 $1,583
     DUK16,519+895$1,583
GLOBAL PMTS INC 9,795 +7,595 $1,557
     GPN9,795+7,595$1,557
ALPHABET INC 1,263 -75 $1,542
     GOOGL1,263-75$1,542
BRISTOL MYERS SQUIBB CO 30,361 -17 $1,540
     BMY30,361-17$1,540
SALESFORCE COM INC 10,139 +5,669 $1,505
     CRM10,139+5,669$1,505
MERCK & CO INC 17,840 -2,072 $1,502
     MRK17,840-2,072$1,502
VANGUARD SCOTTSDALE FDS (VONG) 8,853 +8,853 $1,453
     VONG8,853+8,853$1,453
ALPS ETF TR (AMLP) 156,926 +5,857 $1,434
     AMLP156,926+5,857$1,434
CHEVRON CORP NEW 11,253 +39 $1,335
     CVX11,253+39$1,335
ISHARES TR (IJH) 6,312 +40 $1,220
     IJH6,312+40$1,220
COSTCO WHSL CORP NEW 4,190 -120 $1,207
     COST4,190-120$1,207
PROCTER & GAMBLE CO 9,608 -325 $1,195
     PG9,608-325$1,195
INTEL CORP 21,998 -2,282 $1,134
     INTC21,998-2,282$1,134
ISHARES TR (IVV) 3,748 -118 $1,119
     IVV3,748-118$1,119
COLONY BANKCORP INC 72,702 +862 $1,116
     CBAN72,702+862$1,116
PFIZER INC 30,899 +98 $1,110
     PFE30,899+98$1,110
ISHARES TR (TIP) 9,291 -217 $1,080
     TIP9,291-217$1,080
CISCO SYS INC 21,779 -204 $1,076
     CSCO21,779-204$1,076
GENERAL MLS INC 19,507 -700 $1,075
     GIS19,507-700$1,075
DISNEY WALT CO 7,815 +1,244 $1,018
     DIS7,815+1,244$1,018
INVESCO QQQ TR 5,394 +101 $1,018
     QQQ5,394+101$1,018

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 09/30/2019: $180,068
At 06/30/2019: $171,635

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 - 2019, 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.