$130 Million is the total value of Intersect Capital LLC's 481 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 64.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | Buy | Ishares S&P U S Pfd Fundu.s. pfd stk etf | $12,304,000 | +14.7% | 308,051 | +13.3% | 9.47% | +5.4% |
| IWF | Buy | Ishares Russell 1000 Growthrus 1000 grw etf | $11,033,000 | +7.3% | 110,933 | +3.2% | 8.49% | -1.4% |
| IVV | Buy | iShares S&P 500core s&p500 etf | $5,348,000 | +14.3% | 25,483 | +12.7% | 4.11% | +5.0% |
| VZ | Buy | Verizon Communications | $4,706,000 | +19.2% | 93,296 | +10.6% | 3.62% | +9.5% |
| T | Buy | A T & T Corp | $4,672,000 | +12.4% | 134,875 | +9.0% | 3.59% | +3.2% |
| INTC | Buy | Intel Corp | $4,462,000 | +0.3% | 137,079 | +11.8% | 3.43% | -7.9% |
| AAPL | Buy | Apple Computer Inc | $3,845,000 | +24.1% | 30,719 | +9.5% | 2.96% | +14.0% |
| GE | Buy | General Electric Company | $3,796,000 | +19.9% | 140,183 | +11.9% | 2.92% | +10.1% |
| AMLP | New | Alerian MLP ETFalerian mlp | $3,427,000 | – | 199,219 | +100.0% | 2.64% | – |
| MRK | Buy | Merck & Co Inc New | $3,009,000 | +14.2% | 50,526 | +8.9% | 2.32% | +4.8% |
| EFF | Buy | Eaton Vance Fl Rt In Tr | $2,991,000 | +45.2% | 202,503 | +36.5% | 2.30% | +33.4% |
| CVX | Buy | Chevrontexaco Corp | $2,472,000 | +31.8% | 22,258 | +33.1% | 1.90% | +21.1% |
| IWM | Buy | Ishares Russell 2000russell 2000 etf | $2,011,000 | +3.9% | 16,597 | +2.6% | 1.55% | -4.6% |
| COP | Buy | Conocophillips | $1,956,000 | +5.3% | 28,802 | +7.1% | 1.50% | -3.2% |
| PG | Buy | Procter & Gamble Co | $1,816,000 | -4.9% | 22,843 | +8.9% | 1.40% | -12.7% |
| JNJ | Buy | Johnson & Johnson | $1,562,000 | +8.0% | 15,744 | +13.9% | 1.20% | -0.7% |
| ETP | Buy | Energy Transfer Partnersunit ltd partn | $1,469,000 | -3.5% | 25,426 | +8.6% | 1.13% | -11.4% |
| KMB | Buy | Kimberly-Clark Corp | $1,431,000 | -1.0% | 13,042 | +4.2% | 1.10% | -9.1% |
| VWO | Buy | Vanguard Emerging Marketftse emr mkt etf | $1,382,000 | +21.3% | 31,475 | +10.6% | 1.06% | +11.4% |
| BABA | Buy | Alibaba Group Hldg Adrsponsored ads | $1,342,000 | +144.9% | 16,505 | +212.9% | 1.03% | +124.8% |
| HCP | Buy | Health Care Ppty Inv Inc | $1,305,000 | +19.2% | 32,378 | +30.2% | 1.00% | +9.5% |
| MO | Buy | Altria Group Inc. | $1,288,000 | +5.4% | 25,729 | +3.8% | 0.99% | -3.1% |
| WM | Buy | Waste Management Inc Del | $1,202,000 | +0.2% | 24,270 | +3.8% | 0.92% | -8.0% |
| IWR | Buy | Ishares Russell Midcaprus mid-cap etf | $1,178,000 | +54.8% | 6,867 | +50.8% | 0.91% | +42.2% |
| EEM | Buy | Ishares Msci Emrg Mkt Fdmsci emg mkt etf | $1,122,000 | +25.6% | 26,154 | +15.1% | 0.86% | +15.4% |
| IBM | Buy | Intl Business Machines | $1,023,000 | +7.2% | 5,975 | +0.5% | 0.79% | -1.5% |
| MSFT | Buy | Microsoft Corp | $909,000 | +8.3% | 18,693 | +3.6% | 0.70% | -0.6% |
| CMI | Buy | Cummins Inc | $895,000 | +29.7% | 6,476 | +35.4% | 0.69% | +19.2% |
| XOM | Buy | Exxon Mobil Corporation | $886,000 | +19.4% | 10,143 | +26.3% | 0.68% | +9.8% |
| LLY | Buy | Lilly Eli & Company | $885,000 | +8.1% | 12,314 | +3.7% | 0.68% | -0.7% |
| EPD | Buy | Enterprise Prd Prtnrs Lp | $871,000 | +6.7% | 25,426 | +12.5% | 0.67% | -1.9% |
| FB | Buy | Facebook Inc Class Acl a | $801,000 | +43.3% | 10,166 | +41.9% | 0.62% | +31.6% |
| BMY | Buy | Bristol-Myers Squibb Co | $795,000 | +34.1% | 12,474 | +24.3% | 0.61% | +23.1% |
| PFE | Buy | Pfizer Incorporated | $652,000 | +12.4% | 19,226 | +3.3% | 0.50% | +3.3% |
| SYY | Buy | Sysco Corporation | $649,000 | -5.8% | 17,539 | +1.1% | 0.50% | -13.5% |
| UPS | Buy | United Parcel Service Bcl b | $609,000 | +453.6% | 6,057 | +514.3% | 0.47% | +409.8% |
| IWB | Buy | Ishares Russell 1000 Large Caprus 1000 etf | $605,000 | +7.8% | 5,182 | +6.0% | 0.46% | -1.1% |
| CRM | Buy | Salesforce Com | $576,000 | +3100.0% | 7,909 | +2501.6% | 0.44% | +2853.3% |
| EXC | Buy | Exelon Corporation | $572,000 | 0.0% | 16,803 | +8.9% | 0.44% | -8.1% |
| HSBC | Buy | Hsbc Hldgs Plc Adr Newspon adr new | $567,000 | +9.5% | 11,420 | +4.1% | 0.44% | +0.5% |
| UL | Buy | Unilever Plc Adr Newspon adr new | $567,000 | +13.4% | 12,935 | +4.7% | 0.44% | +4.1% |
| KMI | Buy | Kinder Morgan Inc | $533,000 | +20.6% | 12,406 | +18.6% | 0.41% | +10.8% |
| GOOGL | Buy | Google Inc. Class Acl a | $505,000 | +10.7% | 920 | +7.0% | 0.39% | +1.8% |
| GILD | Buy | Gilead Sciences Inc | $496,000 | +46.3% | 4,938 | +37.4% | 0.38% | +34.5% |
| IJH | Buy | Ishares Tr S&P Midcapcore s&p mcp etf | $496,000 | +136.2% | 3,311 | +128.8% | 0.38% | +117.0% |
| CSCO | Buy | Cisco Systems Inc | $485,000 | +7.5% | 16,821 | +3.8% | 0.37% | -1.3% |
| ORCL | Buy | Oracle Corporation | $456,000 | +29.5% | 10,454 | +33.7% | 0.35% | +19.0% |
| IEFA | Buy | Ishares Msci Eafe Indexcore msci eafe | $426,000 | +13.0% | 6,406 | +3.4% | 0.33% | +3.8% |
| GSK | Buy | Glaxosmithkline Plc Adrfsponsored adr | $366,000 | +28.4% | 7,941 | +19.2% | 0.28% | +18.0% |
| PCG | Buy | P G & E Corp | $321,000 | +0.9% | 6,056 | +1.3% | 0.25% | -7.1% |
| PEP | Buy | Pepsico Incorporated | $310,000 | +4.0% | 3,261 | +3.6% | 0.24% | -4.8% |
| EPP | Buy | Ishares Msci Pac Ex Japnmsci pac jp etf | $303,000 | +35.9% | 6,394 | +26.2% | 0.23% | +24.6% |
| HD | Buy | Home Depot Inc | $287,000 | +7.5% | 2,678 | +5.4% | 0.22% | -1.3% |
| CVS | New | C V S Corp Del | $279,000 | – | 2,807 | +100.0% | 0.22% | – |
| MMM | Buy | Minnesota Mining & Mfg | $275,000 | +10.9% | 1,758 | +16.7% | 0.21% | +1.9% |
| NKE | Buy | Nike Inc Class Bcl b | $276,000 | +8.2% | 2,790 | +5.1% | 0.21% | -0.9% |
| QCOM | Buy | Qualcomm Inc | $266,000 | -0.7% | 3,913 | +8.7% | 0.20% | -8.5% |
| ABBV | Buy | Abbvie Inc | $267,000 | +96.3% | 4,132 | +98.7% | 0.20% | +79.8% |
| SCZ | Buy | iShares EAFE Sm Cap Indexeafe sml cp etf | $245,000 | +18.9% | 4,750 | +8.0% | 0.19% | +8.7% |
| PM | Buy | Philip Morris Intl Inc | $245,000 | +27.6% | 2,931 | +24.5% | 0.19% | +16.8% |
| KO | Buy | Coca Cola Company | $236,000 | -0.8% | 5,809 | +3.1% | 0.18% | -8.5% |
| V | Buy | Visa, Inc. | $234,000 | +127.2% | 3,540 | +798.5% | 0.18% | +109.3% |
| DD | Buy | Du Pont E I De Nemour&Co | $229,000 | +126.7% | 3,125 | +128.4% | 0.18% | +107.1% |
| IYY | Buy | Ishares Dow Jones Dividenddow jones us etf | $217,000 | -1.4% | 2,774 | +0.1% | 0.17% | -9.2% |
| SO | Buy | The Southern Company | $209,000 | -9.5% | 4,726 | +0.3% | 0.16% | -16.6% |
| YUM | Buy | Yum Brands | $199,000 | +18.5% | 2,315 | +0.1% | 0.15% | +8.5% |
| CAT | Buy | Caterpillar Inc | $198,000 | -4.8% | 2,274 | +0.2% | 0.15% | -12.6% |
| NSC | Buy | Norfolk Southern Corp | $194,000 | +32.0% | 1,921 | +43.4% | 0.15% | +21.1% |
| KRFT | Buy | Kraft Foods Inc | $188,000 | +54.1% | 2,352 | +21.3% | 0.14% | +42.2% |
| IJR | New | Ishares Core S&P Etfcore s&p scp etf | $187,000 | – | 1,626 | +100.0% | 0.14% | – |
| RDSA | Buy | Royal Dutch Shell A Adrfspons adr a | $180,000 | +2.3% | 2,835 | +7.8% | 0.14% | -6.1% |
| IWO | Buy | Ishares Russell 2000 Growthrus 2000 grw etf | $177,000 | +35.1% | 1,203 | +30.8% | 0.14% | +23.6% |
| SBUX | Buy | Starbucks Corp | $162,000 | +20.9% | 3,269 | +100.3% | 0.12% | +11.6% |
| ABT | New | Abbott Laboratories | $148,000 | – | 3,189 | +100.0% | 0.11% | – |
| EIX | Buy | Edison International | $141,000 | +24.8% | 2,320 | +34.9% | 0.11% | +13.7% |
| HPT | Buy | Hospitality Pptys TRUST | $132,000 | -2.2% | 4,387 | +1.0% | 0.10% | -9.7% |
| DUK | Buy | Duke Energy Corporation | $130,000 | -7.1% | 1,679 | +0.2% | 0.10% | -14.5% |
| WY | Buy | Weyerhaeuser Co | $122,000 | -10.3% | 3,883 | +2.1% | 0.09% | -17.5% |
| FM | Buy | Ishares MSCI Frontier 100 ETFmsci frntr100etf | $122,000 | +22.0% | 3,941 | +21.2% | 0.09% | +11.9% |
| PH | Buy | Parker-Hannifin Corp | $113,000 | -2.6% | 946 | +5.3% | 0.09% | -10.3% |
| IWN | Buy | Ishares Small Valuerus 2000 val etf | $98,000 | 0.0% | 971 | +0.9% | 0.08% | -8.5% |
| WFM | Buy | Whole Foods Market Inc | $89,000 | +64.8% | 1,857 | +74.4% | 0.07% | +51.1% |
| XLK | Buy | Spdr Tech Secttechnology | $85,000 | +28.8% | 1,996 | +25.3% | 0.06% | +18.2% |
| AMP | New | Ameriprise Financial Inc | $82,000 | – | 652 | +100.0% | 0.06% | – |
| IWD | Buy | Ishares Russell 1000 Valrus 1000 val etf | $81,000 | +5.2% | 778 | +5.4% | 0.06% | -3.1% |
| VEA | Buy | Vanguard Europe Pac Etfftse dev mkt etf | $80,000 | +400.0% | 1,927 | +353.4% | 0.06% | +376.9% |
| SPLV | Buy | Powershares S&P Low Volatilitys&p500 low vol | $77,000 | +60.4% | 2,069 | +65.1% | 0.06% | +47.5% |
| BAX | Buy | Baxter International Inc | $74,000 | +10.4% | 1,070 | +16.4% | 0.06% | +1.8% |
| AEP | Buy | Amer Electric Pwr Co Inc | $73,000 | +4.3% | 1,287 | +11.6% | 0.06% | -5.1% |
| DBJP | New | Dbx Msci Etf Japanxtrak msci japn | $72,000 | – | 1,709 | +100.0% | 0.06% | – |
| VTV | Buy | Vanguard Valuevalue etf | $70,000 | +218.2% | 824 | +209.8% | 0.05% | +200.0% |
| EOG | Buy | E O G Resources Inc | $67,000 | +19.6% | 676 | +11.7% | 0.05% | +10.6% |
| SCHB | New | Schwab US Broad Mkt Indexus brd mkt etf | $62,000 | – | 1,228 | +100.0% | 0.05% | – |
| CMCSA | Buy | Comcast Corp New Cl Acl a | $61,000 | +154.2% | 1,055 | +151.8% | 0.05% | +135.0% |
| JWN | Buy | Nordstrom Inc | $57,000 | -5.0% | 758 | +0.3% | 0.04% | -12.0% |
| RIO | Buy | Rio Tinto Plc Spon Adrsponsored adr | $53,000 | 0.0% | 1,180 | +2.3% | 0.04% | -6.8% |
| TJX | New | T J X Cos Inc | $52,000 | – | 808 | +100.0% | 0.04% | – |
| BRKB | Buy | Berkshire Hathaway Cl Bcl b new | $49,000 | -2.0% | 346 | +3.0% | 0.04% | -9.5% |
| MS | Buy | Morgan Stnly Cap | $48,000 | +128.6% | 1,601 | +190.6% | 0.04% | +105.6% |
| FMC | Buy | F M C Corp New | $45,000 | +2.3% | 767 | +0.7% | 0.04% | -5.4% |
| BWA | New | Borg Warner Inc | $44,000 | – | 737 | +100.0% | 0.03% | – |
| NVO | Buy | Novo-Nordisk A-S Adradr | $43,000 | +95.5% | 773 | +47.8% | 0.03% | +83.3% |
| CBI | Buy | Chicago Bridge & Iron | $42,000 | +20.0% | 875 | +5.3% | 0.03% | +10.3% |
| GIS | New | General Mills Inc | $39,000 | – | 700 | +100.0% | 0.03% | – |
| MDLZ | Buy | Mondelez Intl Inc Cl Acl a | $39,000 | +85.7% | 1,017 | +77.8% | 0.03% | +66.7% |
| PRF | New | Powershs Exch Trad Fd Trftse rafi 1000 | $39,000 | – | 422 | +100.0% | 0.03% | – |
| ACN | New | Accenture Plc Cl A | $37,000 | – | 400 | +100.0% | 0.03% | – |
| VO | New | Vanguard Mid Cap ETFmid cap etf | $35,000 | – | 270 | +100.0% | 0.03% | – |
| GS | Buy | Goldman Sachs Group Inc | $35,000 | +118.8% | 180 | +125.0% | 0.03% | +107.7% |
| WMT | Buy | Wal-Mart Stores Inc | $32,000 | +18.5% | 406 | +30.5% | 0.02% | +8.7% |
| ANTM | Buy | Anthem Inc | $32,000 | +23.1% | 211 | +0.5% | 0.02% | +13.6% |
| OXY | Buy | Occidental Pete Corp | $32,000 | +166.7% | 393 | +160.3% | 0.02% | +150.0% |
| ALB | New | Albemarle Corp | $29,000 | – | 484 | +100.0% | 0.02% | – |
| ADBE | Buy | Adobe Systems Inc | $24,000 | +60.0% | 309 | +47.8% | 0.02% | +38.5% |
| WIN | Buy | Windstream Holdings | $23,000 | +155.6% | 2,008 | +81.2% | 0.02% | +125.0% |
| CNP | New | Centerpoint Energy Inc | $21,000 | – | 1,000 | +100.0% | 0.02% | – |
| KSU | Buy | Kansas City Southern Ind | $21,000 | -16.0% | 206 | +0.5% | 0.02% | -23.8% |
| VIG | New | Vanguard Dividend Appreciationdiv app etf | $21,000 | – | 262 | +100.0% | 0.02% | – |
| RSP | New | Guggenheim S&P 500 Equal Weighgug s&p500 eq wt | $19,000 | – | 230 | +100.0% | 0.02% | – |
| RPG | New | Guggenheim S&P 500 Pure Growthgug s&p500 pu gr | $18,000 | – | 217 | +100.0% | 0.01% | – |
| DMLP | Buy | Dorchester Minerals Lp | $16,000 | -11.1% | 700 | +1.9% | 0.01% | -20.0% |
| EEMV | New | Ishares Emerg Markets Low Volaem mk minvol etf | $16,000 | – | 265 | +100.0% | 0.01% | – |
| FTR | Buy | Frontier Communications | $15,000 | +7.1% | 2,196 | +3.1% | 0.01% | 0.0% |
| MDIV | New | 1st Tr Exch Traded Fd Vimulti asset di | $15,000 | – | 700 | +100.0% | 0.01% | – |
| CAH | Buy | Cardinal Health Inc | $14,000 | 0.0% | 169 | +0.6% | 0.01% | -8.3% |
| VIS | New | Vanguard Industrials ETFindustrial etf | $13,000 | – | 120 | +100.0% | 0.01% | – |
| PCN | New | Pimco Corp Income | $12,000 | – | 781 | +100.0% | 0.01% | – |
| GD | New | General Dynamics Corp | $12,000 | – | 85 | +100.0% | 0.01% | – |
| VB | New | Vanguard Small Cap ETFsmall cp etf | $10,000 | – | 86 | +100.0% | 0.01% | – |
| SNY | New | Sanofi Aventis Adrsponsored adr | $11,000 | – | 215 | +100.0% | 0.01% | – |
| DEO | New | Diageo Plc New Adrspon adr new | $10,000 | – | 90 | +100.0% | 0.01% | – |
| VTR | New | Ventas Inc | $10,000 | – | 140 | +100.0% | 0.01% | – |
| MTH | New | Meritage Homes Corp | $11,000 | – | 250 | +100.0% | 0.01% | – |
| SYK | New | Stryker Corp | $11,000 | – | 115 | +100.0% | 0.01% | – |
| ERF | New | Enerplus Corp | $9,000 | – | 700 | +100.0% | 0.01% | – |
| RNP | New | Cohen & Steers Reit | $9,000 | – | 500 | +100.0% | 0.01% | – |
| OMC | New | Omnicom Group Inc | $9,000 | – | 125 | +100.0% | 0.01% | – |
| NKTR | New | Nektar Therapeutics | $8,000 | – | 800 | +100.0% | 0.01% | – |
| MRO | Buy | Marathon Pete Corp | $8,000 | +14.3% | 303 | +19.8% | 0.01% | 0.0% |
| BDX | New | Becton Dickinson & Co | $6,000 | – | 45 | +100.0% | 0.01% | – |
| CTS | Buy | C T S Corporation | $6,000 | 0.0% | 341 | +0.3% | 0.01% | 0.0% |
| XGTI | Buy | XG Technology | $6,000 | +500.0% | 19,487 | +1210.5% | 0.01% | +400.0% |
| TSS | New | Total Systems Services | $6,000 | – | 140 | +100.0% | 0.01% | – |
| PCLN | New | Priceline.Com Inc New | $7,000 | – | 6 | +100.0% | 0.01% | – |
| GNCIQ | New | Gnc Holdings Inc | $6,000 | – | 135 | +100.0% | 0.01% | – |
| BCR | New | Bard C R Incorporated | $5,000 | – | 30 | +100.0% | 0.00% | – |
| WWAV | New | The Whitewave Foods Co | $5,000 | – | 121 | +100.0% | 0.00% | – |
| VAR | New | Varian Medical Systems | $4,000 | – | 45 | +100.0% | 0.00% | – |
| MKC | New | Mc Cormick & Co Inc N-Vt | $4,000 | – | 55 | +100.0% | 0.00% | – |
| CRC | Buy | California Res Corp | $4,000 | +100.0% | 438 | +12.9% | 0.00% | +50.0% |
| CDK | New | Cdk Global Inc | $2,000 | – | 36 | +100.0% | 0.00% | – |
| ICON | New | Iconix Brand Group Inc | $3,000 | – | 116 | +100.0% | 0.00% | – |
| KORS | New | Michael Kors Hldgs | $3,000 | – | 42 | +100.0% | 0.00% | – |
| DOW | New | Dow Chemical Company | $3,000 | – | 53 | +100.0% | 0.00% | – |
| AOL | New | America Online Inc Del | $1,000 | – | 14 | +100.0% | 0.00% | – |
| ETN | New | Eaton Corporation | $0 | – | 126 | +100.0% | 0.00% | – |
| HLF | New | Herbalife Ltd | $0 | – | 200 | +100.0% | 0.00% | – |
| RNR | New | Renaissancere Hldgs Incf | $0 | – | 25 | +100.0% | 0.00% | – |
| SNH | New | Senior Housing Pptys Trsh ben int | $0 | – | 90 | +100.0% | 0.00% | – |
| SIVR | New | Etfs Silver TRUST Etf | $0 | – | 3 | +100.0% | 0.00% | – |
| CB | New | Chubb Corporation | $0 | – | 19 | +100.0% | 0.00% | – |
| CHK | New | Chesapeake Energy Corp | $0 | – | 213 | +100.0% | 0.00% | – |
| SHLDQ | New | Sears Holdings Corp | $0 | – | 40 | +100.0% | 0.00% | – |
| SPYG | New | Spdr S&P 500 Growth Etfs&p 500 growth | $0 | – | 5 | +100.0% | 0.00% | – |
| CSX | New | C S X Corp | $0 | – | 221 | +100.0% | 0.00% | – |
| BLH | New | Blackrock Ny Mun 2018 Fd | $0 | – | 2,378 | +100.0% | 0.00% | – |
| BFZ | New | Blackrock Ca Mun Incm Trsh ben int | $0 | – | 2,090 | +100.0% | 0.00% | – |
| HPQ | New | Hewlett-Packard Company | $0 | – | 1,000 | +100.0% | 0.00% | – |
| HOLX | New | Holoco Inc New | $0 | – | 25 | +100.0% | 0.00% | – |
| HUN | New | Huntsman Corporation | $0 | – | 201 | +100.0% | 0.00% | – |
| ATW | New | Atwood Oceanics Inc | $0 | – | 1 | +100.0% | 0.00% | – |
| PMC | New | Pharmerica Corporation | $0 | – | 2 | +100.0% | 0.00% | – |
| ABC | New | Amerisourcebergen Corp | $0 | – | 25 | +100.0% | 0.00% | – |
| OTEX | Buy | Open Text Corp | $0 | – | 8 | +100.0% | 0.00% | – |
| WEC | New | Wisconsin Egy Cp Hldg Co | $0 | – | 25 | +100.0% | 0.00% | – |
| ODP | New | Office Depot Inc | $0 | – | 25 | +100.0% | 0.00% | – |
| LLNW | New | Limelight Networks Inc | $0 | – | 2,000 | +100.0% | 0.00% | – |
| APD | New | Air Prod & Chemicals Inc | $0 | – | 28 | +100.0% | 0.00% | – |
| LLTC | New | Linear Technology Corp | $0 | – | 302 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q2 2022 | 11.4% |
| APPLE INC | 31 | Q2 2022 | 6.9% |
| MICROSOFT CORP | 31 | Q2 2022 | 5.5% |
| ISHARES TR | 31 | Q2 2022 | 4.5% |
| AT&T INC | 31 | Q2 2022 | 4.7% |
| INTEL CORP | 31 | Q2 2022 | 3.8% |
| VERIZON COMMUNICATIONS INC | 31 | Q2 2022 | 3.9% |
| JOHNSON & JOHNSON | 31 | Q2 2022 | 2.8% |
| Merck & Co Inc New | 31 | Q2 2022 | 2.7% |
| PROCTER & GAMBLE CO | 31 | Q2 2022 | 2.7% |
View Intersect Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-09-02 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2022-02-07 |
| 13F-HR | 2021-10-15 |
| 13F-HR | 2021-08-10 |
| 13F-HR | 2021-04-20 |
| 13F-HR | 2021-02-01 |
| 13F-HR | 2020-11-03 |
| 13F-HR | 2020-08-10 |
View Intersect Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.