HoldingsChannel.com
Intersect Capital LLC Top Holdings
As of  06/30/2022, below is a summary of the Intersect Capital LLC top holdings by largest position size, as per the latest 13f filing made by Intersect Capital LLC. In the Intersect Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Intersect Capital LLC in that top holding, then the share count change between reporting periods, and finally the Intersect Capital LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 131,514 -32,242 $17,981
     AAPL131,514-32,242$17,981
MICROSOFT CORP 55,533 -12,075 $14,262
     MSFT55,533-12,075$14,262
ISHARES TR (PFF) 411,241 -91,680 $13,522
     PFF411,241-91,680$13,522
ISHARES TR (IVV) 28,929 -946 $10,968
     IVV28,929-946$10,968
VANGUARD INDEX FDS (VTV) 71,827 -9,681 $9,473
     VTV71,827-9,681$9,473
CROWDSTRIKE HLDGS INC 53,522 -1,127 $9,022
     CRWD53,522-1,127$9,022
DIMENSIONAL ETF TRUST (DFUV) 198,846 +198,846 $6,284
     DFUV198,846+198,846$6,284
DIMENSIONAL ETF TRUST (DFAT) 147,036 -16,963 $5,914
     DFAT147,036-16,963$5,914
JOHNSON & JOHNSON 31,201 -1,552 $5,538
     JNJ31,201-1,552$5,538
VANGUARD INDEX FDS (VUG) 21,289 -2,808 $4,745
     VUG21,289-2,808$4,745
ALPHABET INC 2,023 +243 $4,409
     GOOGL2,023+243$4,409
AMAZON COM INC 39,133 +37,044 $4,156
     AMZN39,133+37,044$4,156
ABBVIE INC 23,998 -1,755 $3,676
     ABBV23,998-1,755$3,676
JPMORGAN CHASE & CO 32,301 -7,445 $3,637
     JPM32,301-7,445$3,637
PROCTER AND GAMBLE CO 25,211 -1,646 $3,625
     PG25,211-1,646$3,625
PFIZER INC 62,729 +1,977 $3,289
     PFE62,729+1,977$3,289
CALIFORNIA BANCORP INC 166,202 +4,655 $3,203
     CALB166,202+4,655$3,203
VANGUARD INTL EQUITY INDEX F (VWO) 76,118 -39,463 $3,170
     VWO76,118-39,463$3,170
UNITED PARCEL SERVICE INC 16,904 -1,960 $3,086
     UPS16,904-1,960$3,086
MERCK & CO INC 32,949 -554 $3,004
     MRK32,949-554$3,004
CVS HEALTH CORP 31,194 -4,508 $2,890
     CVS31,194-4,508$2,890
CHEVRON CORP NEW 19,701 -1,461 $2,852
     CVX19,701-1,461$2,852
BROADCOM INC 5,246 -431 $2,548
     AVGO5,246-431$2,548
MCDONALDS CORP 10,146 -1,782 $2,505
     MCD10,146-1,782$2,505
UNITEDHEALTH GROUP INC 4,695 +876 $2,412
     UNH4,695+876$2,412
AMGEN INC 9,796 +115 $2,383
     AMGN9,796+115$2,383
NVIDIA CORPORATION 15,294 -2,862 $2,318
     NVDA15,294-2,862$2,318
ISHARES TR (IWR) 34,930 -889 $2,259
     IWR34,930-889$2,259
BRISTOL MYERS SQUIBB CO 27,671 +5,432 $2,131
     BMY27,671+5,432$2,131
LILLY ELI & CO 6,336 -4,084 $2,054
     LLY6,336-4,084$2,054
ALPHABET INC 937 -398 $2,050
     GOOG937-398$2,050
VERIZON COMMUNICATIONS INC 40,376 -3,661 $2,049
     VZ40,376-3,661$2,049
HOME DEPOT INC 7,322 -1,974 $2,008
     HD7,322-1,974$2,008
LOCKHEED MARTIN CORP 4,477 +151 $1,925
     LMT4,477+151$1,925
META PLATFORMS INC 11,340 -390 $1,829
     FB11,340-390$1,829
PEPSICO INC 10,970 -598 $1,828
     PEP10,970-598$1,828
EATON VANCE FLTING RATE INC 153,536 +4,330 $1,809
     EFT153,536+4,330$1,809
HP INC 54,350 +2,979 $1,782
     HPQ54,350+2,979$1,782
TESLA INC 2,643 -296 $1,780
     TSLA2,643-296$1,780
CITIGROUP INC 36,876 +8,974 $1,696
     C36,876+8,974$1,696
INVESCO QQQ TR 5,982 -3,158 $1,677
     QQQ5,982-3,158$1,677
ISHARES TR (IWD) 11,501 +624 $1,667
     IWD11,501+624$1,667
INTEL CORP 44,514 -10,847 $1,665
     INTC44,514-10,847$1,665
APA CORPORATION 47,630 +15,857 $1,662
     APA47,630+15,857$1,662
SELECT SECTOR SPDR TR (XLK) 12,879 -4,174 $1,637
     XLK12,879-4,174$1,637
LIFE STORAGE INC 14,606 -1,290 $1,631
     LSI14,606-1,290$1,631
ORACLE CORP 22,754 -13,920 $1,590
     ORCL22,754-13,920$1,590
QUALCOMM INC 12,410 -634 $1,585
     QCOM12,410-634$1,585
DANAHER CORPORATION 5,738 -1,904 $1,455
     DHR5,738-1,904$1,455
PHILIP MORRIS INTL INC 14,682 +1,194 $1,450
     PM14,682+1,194$1,450

See Full List: All Stocks Held By Intersect Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Intersect Capital LLC

Size ($ in 1000's)
At 06/30/2022: $330,676
At 03/31/2022: $521,014

Intersect Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Intersect Capital LLC 13F filings. Link to 13F filings: SEC filings

Intersect Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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