Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LAKEVIEW CAPITAL PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 5, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
Apple Inc (037833100)
|
29,444 |
$5,827k |
|
HOME DEPOT INC (437076102)
|
26,263 |
$5,462k |
|
ARK (00214Q104)
|
91,711 |
$4,400k |
|
JPMORGAN CHASE & CO (46625H100)
|
31,007 |
$3,467k |
|
AT&T INC (00206R102)
|
95,889 |
$3,213k |
|
Amazon.com Inc (023135106)
|
1,562 |
$2,958k |
|
American Express Co. (025816109)
|
22,209 |
$2,741k |
|
INVESCO EXCHANGETRAD (46137V357)
|
20,933 |
$2,257k |
|
JOHNSON & JOHNSON (478160104)
|
14,343 |
$1,998k |
|
Berkshire Hathaway, Inc. (084670702)
|
8,968 |
$1,912k |
|
COCA-COLA CO (191216100)
|
36,918 |
$1,873k |
|
Bank of America Corp. (060505104)
|
63,054 |
$1,829k |
|
Exxon Mobil Corp (30231G102)
|
19,674 |
$1,508k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
151,069 |
$1,488k |
|
ALPHABET INC (02079K305)
|
1,338 |
$1,449k |
|
Chevron Corp (166764100)
|
11,214 |
$1,395k |
|
DUKE ENERGY CORP (26441C204)
|
15,624 |
$1,379k |
|
Bristol-Myers Squibb Co (110122108)
|
30,378 |
$1,378k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
6,272 |
$1,218k |
|
Colony Bankcorp (19623P101)
|
71,840 |
$1,218k |
|
CISCO SYSTEMS INC (17275R102)
|
21,983 |
$1,203k |
|
INTEL CORP (458140100)
|
24,280 |
$1,162k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
3,866 |
$1,140k |
|
COSTCO WHSL CORP (22160K105)
|
4,310 |
$1,139k |
|
ISHARES TR (464287176)
|
9,508 |
$1,098k |
|
GENERAL MILLS INC (370334104)
|
20,207 |
$1,061k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
5,293 |
$988k |
|
Alphabet Inc (02079K107)
|
893 |
$965k |
|
DISNEY WALT CO (254687106)
|
6,571 |
$918k |
|
Facebook Inc (30303M102)
|
4,664 |
$900k |
|
ENTERPRISE PRODS (293792107)
|
29,618 |
$855k |
|
Boeing Co/The (097023105)
|
1,891 |
$688k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
8,757 |
$685k |
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
11,183 |
$685k |
|
COMERICA INC (200340107)
|
9,203 |
$669k |
|
ISHARES (464287168)
|
6,667 |
$664k |
|
INTL BUSINESS MCHN (459200101)
|
4,516 |
$623k |
|
ALTRIA GROUP INC (02209S103)
|
12,951 |
$613k |
|
ABBOTT LABS (002824100)
|
7,045 |
$593k |
|
CENTERSTATE BK CORP (15201P109)
|
25,636 |
$590k |
|
3M CO (88579Y101)
|
3,382 |
$586k |
|
GENUINE PARTS CO (372460105)
|
5,493 |
$569k |
|
BECTON DICKINSON (075887109)
|
2,238 |
$564k |
|
AMGEN INC (031162100)
|
3,002 |
$553k |
|
COLGATE PALMOLIVE CO (194162103)
|
7,702 |
$552k |
|
GLAXOSMITHKLINE PLC (37733W105)
|
13,153 |
$526k |
|
L3 TECHNOLOGIES INC (502413107)
|
2,707 |
$512k |
|
BOSTON SCIENTIFIC (101137107)
|
11,761 |
$505k |
|
ETF MANAGERS TR (26924G201)
|
12,647 |
$503k |
|
Lockheed Martin Corp (539830109)
|
1,370 |
$498k |
|
CROWN CASTLE INTL (22822V101)
|
3,799 |
$495k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,409 |
$484k |
|
ISHARES (464287465)
|
7,343 |
$483k |
|
DANAHER CORP (235851102)
|
3,379 |
$483k |
|
DOMINION ENERGY INC (25746U109)
|
6,233 |
$482k |
|
HONEYWELL INTL INC (438516106)
|
2,694 |
$470k |
|
KIMBERLY CLARK CORP (494368103)
|
3,213 |
$428k |
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
7,759 |
$427k |
|
EMERSON ELEC CO (291011104)
|
6,352 |
$424k |
|
ConocoPhillips (20825C104)
|
6,913 |
$422k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
2,273 |
$420k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,688 |
$418k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,030 |
$415k |
|
BB&T CORPORATION (054937107)
|
8,374 |
$411k |
|
Flaherty & Crumrine Dynamic (33848W106)
|
16,417 |
$411k |
|
ANNALY CAP MGMT INC (035710409)
|
44,690 |
$408k |
|
Healthcare Trust of America In (42225P501)
|
14,612 |
$401k |
|
CDN IMPERIAL BK COMM TORONTO (136069101)
|
5,079 |
$399k |
|
CUMMINS INC (231021106)
|
2,285 |
$392k |
|
BCE INC (05534B760)
|
8,500 |
$387k |
|
KAYNE ANDERS MLP/MID (486606106)
|
24,762 |
$379k |
|
FIDELITY NATL INFO (31620M106)
|
3,089 |
$379k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
6,501 |
$363k |
|
AFLAC INC (001055102)
|
6,562 |
$360k |
|
First Trust Small Cap Core Alp (33734Y109)
|
5,800 |
$357k |
|
FEDEX CORP (31428X106)
|
2,153 |
$354k |
|
GLOBAL PAYMENTS INC (37940X102)
|
2,200 |
$352k |
|
ABBVIE INC (00287Y109)
|
4,773 |
$347k |
|
ISHARES TR U.S. UTILITS ETF (464287697)
|
2,283 |
$344k |
|
ADP (053015103)
|
2,041 |
$337k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,617 |
$333k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
1,822 |
$327k |
|
INVESCO EXCHANGE TRADED FD T (46137V621)
|
17,500 |
$322k |
|
LOWES CO (548661107)
|
3,195 |
$322k |
|
ISHARES TR (46429B697)
|
5,207 |
$321k |
|
ISHARES TR (464288679)
|
2,900 |
$321k |
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
2,220 |
$319k |
|
EBAY INC (278642103)
|
7,815 |
$309k |
|
GILEAD SCIENCES INC (375558103)
|
4,562 |
$308k |
|
BP PLC (055622104)
|
7,379 |
$308k |
|
ETFIS SER TR I INFRAC (26923G103)
|
54,360 |
$303k |
|
ALLSTATE CORP (020002101)
|
2,904 |
$295k |
|
ILLINOIS TOOL WORKS (452308109)
|
1,917 |
$289k |
|
ISHARES TR (464288240)
|
6,175 |
$289k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,660 |
$281k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,831 |
$262k |
|
DuPont de Nemours Inc (26614N102)
|
3,374 |
$253k |
|
ISHARES TR (464287457)
|
2,975 |
$252k |
|
KRANESHARES TR (500767306)
|
5,676 |
$249k |
|
FIRST TR MID CAP CORE ALPHAD (33735B108)
|
3,598 |
$248k |
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
10,676 |
$242k |
|
FIDUS INVESTMENT CORP (316500107)
|
15,185 |
$242k |
|
ISHARES TR (464288182)
|
3,407 |
$238k |
|
ANALOG DEVICES INC (032654105)
|
2,111 |
$238k |
|
CITIGROUP INC (172967424)
|
3,403 |
$238k |
|
Deere & Co (244199105)
|
1,434 |
$238k |
|
ISHARES TR (464288257)
|
3,186 |
$235k |
|
EDWARDS LIFESCIENCE (28176E108)
|
1,269 |
$234k |
|
IDEX CORP (45167R104)
|
1,348 |
$232k |
|
Aon, PLC (G0408V102)
|
1,198 |
$231k |
|
ISHARES TR CORE DIV GRWTH (46434V621)
|
6,000 |
$229k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
3,729 |
$229k |
|
CSX CORP (126408103)
|
2,941 |
$228k |
|
BANK MONTREAL QUE (063671101)
|
3,000 |
$226k |
|
CDN NATL RAILWAY (136375102)
|
2,400 |
$222k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
1,964 |
$219k |
|
CONSTELLATION BRANDS (21036P108)
|
1,110 |
$219k |
|
BlackRock, Inc. (09247X101)
|
465 |
$218k |
|
CANOPY GROWTH CORP (138035100)
|
5,332 |
$215k |
|
Applied Materials, Inc. (038222105)
|
4,770 |
$214k |
|
ENBRIDGE INC (29250N105)
|
5,906 |
$213k |
|
ISHARES TR (464288687)
|
5,750 |
$212k |
|
COMCAST CORP (20030N101)
|
4,984 |
$211k |
|
ETF MANAGERS TRUST (26924G508)
|
6,577 |
$208k |
|
ISHARES TR (464287325)
|
3,344 |
$206k |
|
CHIMERA INVESTMENT CORP (16934Q208)
|
10,815 |
$204k |
|
ENERGY TRANSFER LP (29273V100)
|
11,633 |
$164k |
|
GENERAL ELECTRIC CO (369604103)
|
15,264 |
$160k |
|
KAYNE ANDERSON MDSTM ENERGY (48661E108)
|
13,840 |
$160k |
|
EATON VANCE (27828Y108)
|
10,676 |
$160k |
|
FORD MOTOR CO (345370860)
|
14,707 |
$150k |
|
BARINGS BDC INC (06759L103)
|
15,077 |
$148k |
|
AURORA CANNABIS (05156X108)
|
14,587 |
$114k |
|
EATON VANCE TAX MNGD GBL DV (27829F108)
|
13,182 |
$109k |
|
FS INVESTMENT CORPORATION (302635107)
|
15,052 |
$90k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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