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

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IWF) 260,491 +10,887 $41,582
     IWF260,491+10,887$41,582
ISHARES TR (PFF) 512,741 +30,581 $19,243
     PFF512,741+30,581$19,243
APPLE INC 49,710 -144 $11,133
     AAPL49,710-144$11,133
MICROSOFT CORP 79,273 +837 $11,021
     MSFT79,273+837$11,021
AT&T INC 185,385 +13,930 $7,015
     T185,385+13,930$7,015
INTEL CORP 132,812 -7,283 $6,844
     INTC132,812-7,283$6,844
ISHARES TR (IVV) 22,247 -150 $6,641
     IVV22,247-150$6,641
ISHARES TR (IWM) 42,972 +2,112 $6,503
     IWM42,972+2,112$6,503
JPMORGAN CHASE & CO 43,631 +224 $5,135
     JPM43,631+224$5,135
JOHNSON & JOHNSON 38,269 -97 $4,951
     JNJ38,269-97$4,951
VERIZON COMMUNICATIONS INC 79,719 +2,009 $4,812
     VZ79,719+2,009$4,812
PROCTER & GAMBLE CO 37,469 +445 $4,660
     PG37,469+445$4,660
MERCK & CO INC 53,264 +899 $4,484
     MRK53,264+899$4,484
EATON VANCE FLTING RATE INC 294,241 -6,175 $3,890
     EFT294,241-6,175$3,890
CISCO SYS INC 77,346 +781 $3,822
     CSCO77,346+781$3,822
CHEVRON CORP NEW 31,907 -224 $3,784
     CVX31,907-224$3,784
VANGUARD INTL EQUITY INDEX F (VWO) 93,907 +2,175 $3,781
     VWO93,907+2,175$3,781
VANGUARD INDEX FDS (VUG) 21,349 -11 $3,550
     VUG21,349-11$3,550
ISHARES TR (EFA) 51,708 +8,906 $3,372
     EFA51,708+8,906$3,372
KIMBERLY CLARK CORP 23,579 +385 $3,349
     KMB23,579+385$3,349
BOEING CO 8,353 +57 $3,178
     BA8,353+57$3,178
ISHARES TR (IWR) 53,356 +605 $2,985
     IWR53,356+605$2,985
ALPHABET INC 2,430 +34 $2,967
     GOOGL2,430+34$2,967
MCDONALDS CORP 12,791 +5 $2,746
     MCD12,791+5$2,746
UNITED PARCEL SERVICE INC 21,155 -78 $2,535
     UPS21,155-78$2,535
WASTE MGMT INC DEL 21,461 +133 $2,468
     WM21,461+133$2,468
AMAZON COM INC 1,383 +99 $2,401
     AMZN1,383+99$2,401
PFIZER INC 57,996 -4,864 $2,084
     PFE57,996-4,864$2,084
FACEBOOK INC 11,492 +149 $2,046
     FB11,492+149$2,046
SPDR S&P 500 ETF TR (SPY) 6,297 -455 $1,869
     SPY6,297-455$1,869
CVS HEALTH CORP 27,942 +1,812 $1,762
     CVS27,942+1,812$1,762
LOCKHEED MARTIN CORP 4,470 +1,386 $1,744
     LMT4,470+1,386$1,744
ISHARES TR (IWB) 10,557 UNCH $1,737
     IWB10,557UNCH$1,737
SELECT SECTOR SPDR TR (XLK) 21,574 +5,643 $1,737
     XLK21,574+5,643$1,737
ISHARES TR (EEM) 42,386 +11,758 $1,732
     EEM42,386+11,758$1,732
WELLS FARGO CO NEW 33,976 -2,105 $1,714
     WFC33,976-2,105$1,714
WELLTOWER INC 17,206 +4 $1,560
     WELL17,206+4$1,560
CUMMINS INC 9,487 -419 $1,543
     CMI9,487-419$1,543
HOME DEPOT INC 6,467 +393 $1,500
     HD6,467+393$1,500
ALPS ETF TR (AMLP) 163,382 -3,420 $1,493
     AMLP163,382-3,420$1,493
ABBVIE INC 19,214 -6,627 $1,455
     ABBV19,214-6,627$1,455
ISHARES TR (IWO) 7,540 +1,385 $1,453
     IWO7,540+1,385$1,453
LIFE STORAGE INC 12,989 +95 $1,369
     LSI12,989+95$1,369
DISNEY WALT CO 10,288 -184 $1,341
     DIS10,288-184$1,341
INTL PAPER CO 30,218 -2,283 $1,264
     IP30,218-2,283$1,264
NVIDIA CORP 7,146 UNCH $1,244
     NVDA7,146UNCH$1,244
COSTCO WHSL CORP NEW 4,291 +3 $1,236
     COST4,291+3$1,236
INVESCO QQQ TR 6,402 -160 $1,209
     QQQ6,402-160$1,209
SALESFORCE COM INC 7,985 -730 $1,185
     CRM7,985-730$1,185
AMGEN INC 6,089 -334 $1,178
     AMGN6,089-334$1,178

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 09/30/2019: $267,802
At 06/30/2019: $258,652

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

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.