Legal Name: LAKEVIEW CAPITAL PARTNERS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 5, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
多くの人々が詐欺やPonziスキームによってやけどを負っています。だから私たちはあなた、潜在的な投資家を助け、事実を見つけ、最高のものを見つけ、そして詐欺とPonziの計画を避けるためにこのウェブサイトを作成しました。
このWebサイトで提供されるすべての情報は、無保証で、情報提供のみを目的として提供されています。
InvestingReview.orgは投資アドバイスを提供していません。 InvestingReview.orgは投資顧問ではなく、米国または米国以外の規制機関によって承認または提携されていません。
最近検索された企業
注：検索データは第三者によって蓄積され、1日に1回更新されます.
