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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Intersect Capital LLC INSTITUTION : Intersect Capital LLC
Intersect Capital LLC Portfolio (reported on 2020-11-03)
Company (links to holding history) Ticker Value On
2020-09-30
No of Shares % of portfolio
ISHARES TR    (RUS 1000 GRW ETF) IWF 53,805,000 248,073 14.48%
APPLE INC    (COM) AAPL 25,527,000 220,422 6.87%
ISHARES TR    (PFD AND INCM SEC) PFF 22,064,000 605,333 5.94%
MICROSOFT CORP    (COM) MSFT 18,636,000 88,601 5.01%
AMAZON COM INC    (COM) AMZN 8,439,000 2,680 2.27%
CROWDSTRIKE HLDGS INC    (CL A) 7,968,000 58,024 2.14%
ISHARES TR    (CORE S&P500 ETF) IVV 7,361,000 21,904 1.98%
JOHNSON & JOHNSON    (COM) JNJ 6,505,000 43,692 1.75%
INTEL CORP    (COM) INTC 5,823,000 112,459 1.56%
ISHARES TR    (RUSSELL 2000 ETF) IWM 5,648,000 37,706 1.52%
PROCTER AND GAMBLE CO    (COM) PG 5,336,000 38,392 1.43%
AT&T INC    (COM) T 5,335,000 187,131 1.43%
VERIZON COMMUNICATIONS INC    (COM) VZ 5,123,000 86,109 1.37%
JPMORGAN CHASE & CO    (COM) JPM 4,872,000 50,610 1.31%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 4,792,000 21,052 1.29%
MERCK & CO. INC    (COM) MRK 4,687,000 56,506 1.26%
ALPHABET INC    (CAP STK CL A) GOOGL 4,372,000 2,983 1.17%
FACEBOOK INC    (CL A) FB 3,542,000 13,525 0.95%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 3,539,000 81,854 0.95%
NVIDIA CORPORATION    (COM) NVDA 3,502,000 6,471 0.94%
UNITED PARCEL SERVICE INC    (CL B) UPS 3,489,000 20,941 0.93%
HOME DEPOT INC    (COM) HD 3,341,000 12,031 0.89%
EATON VANCE FLTING RATE INC    (COM) EFT 3,337,000 280,886 0.89%
KIMBERLY CLARK CORP    (COM) KMB 3,303,000 22,372 0.88%
MCDONALDS CORP    (COM) MCD 3,234,000 14,736 0.87%
CISCO SYS INC    (COM) CSCO 3,219,000 81,712 0.86%
PFIZER INC    (COM) PFE 3,135,000 85,413 0.84%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 2,591,000 7,737 0.69%
CVS HEALTH CORP    (COM) CVS 2,533,000 43,374 0.68%
SALESFORCE COM INC    (COM) CRM 2,506,000 9,972 0.67%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 2,490,000 21,334 0.67%
INVESCO QQQ TR    (UNIT SER 1) 2,465,000 8,873 0.66%
ORACLE CORP    (COM) ORCL 2,368,000 39,668 0.63%
WASTE MGMT INC DEL    (COM) WMI 2,356,000 20,819 0.63%
ISHARES TR    (RUS MID CAP ETF) IWR 2,283,000 39,779 0.61%
ABBVIE INC    (COM) ABBV 2,184,000 24,934 0.58%
ISHARES TR    (MSCI EAFE ETF) EFA 2,151,000 33,795 0.57%
LILLY ELI & CO    (COM) LLY 2,124,000 14,352 0.57%
DISNEY WALT CO    (COM DISNEY) DIS 2,063,000 16,622 0.55%
ISHARES TR    (IBOXX INV CP ETF) LQD 2,038,000 15,126 0.54%
DOCUSIGN INC    (COM) 2,004,000 9,312 0.53%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 1,966,000 4,183 0.52%
CHEVRON CORP NEW    (COM) CVX 1,955,000 27,156 0.52%
ISHARES TR    (RUS 1000 ETF) IWB 1,952,000 10,430 0.52%
ADOBE SYSTEMS INCORPORATED    (COM) ADBE 1,945,000 3,965 0.52%
COSTCO WHSL CORP NEW    (COM) COST 1,855,000 5,226 0.49%
ISHARES TR    (RUS 2000 GRW ETF) IWO 1,828,000 8,253 0.49%
CALIFORNIA BANCORP    (COM) 1,751,000 154,580 0.47%
AMGEN INC    (COM) AMGN 1,740,000 6,846 0.46%
SPDR GOLD TR    (GOLD SHS) GLD 1,685,000 9,513 0.45%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,658,000 5,641 0.44%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,637,000 20,193 0.44%
CUMMINS INC    (COM) CMI 1,545,000 7,319 0.41%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 1,530,000 8,255 0.41%
ALPHABET INC    (CAP STK CL C) GOOG 1,403,000 955 0.37%
VISA INC    (COM CL A) V 1,394,000 6,973 0.37%
LOCKHEED MARTIN CORP    (COM) LMT 1,371,000 3,578 0.36%
LIFE STORAGE INC    (COM) LSI 1,335,000 12,679 0.35%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,317,000 29,876 0.35%
PAYPAL HLDGS INC    (COM) PYPL 1,265,000 6,422 0.34%
QUALCOMM INC    (COM) QCOM 1,189,000 10,108 0.32%
PEPSICO INC    (COM) PEP 1,131,000 8,158 0.30%
DANAHER CORPORATION    (COM) DHR 1,130,000 5,249 0.30%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,101,000 5,169 0.29%
BROADCOM INC    (COM) 1,085,000 2,979 0.29%
SHOPIFY INC    (CL A) 1,055,000 1,031 0.28%
ISHARES TR    (MSCI AC ASIA ETF) 1,007,000 13,044 0.27%
NIKE INC    (CL B) NKE 987,000 7,863 0.26%
TESLA INC    (COM) TSLA 987,000 2,301 0.26%
BK OF AMERICA CORP    (COM) BAC 959,000 39,824 0.25%
ISHARES TR    (SELECT DIVID ETF) DVY 958,000 11,749 0.25%
AIR PRODS & CHEMS INC    (COM) APD 956,000 3,208 0.25%
ABBOTT LABS    (COM) ABT 932,000 8,560 0.25%
WELLTOWER INC    (COM) HCN 905,000 16,419 0.24%
ADVANCED MICRO DEVICES INC    (COM) AMD 900,000 10,973 0.24%
ISHARES TR    (INTL SEL DIV ETF) IDV 899,000 36,064 0.24%
UNITEDHEALTH GROUP INC    (COM) UNH 896,000 2,873 0.24%
ISHARES TR    (CORE S&P MCP ETF) IJH 871,000 4,701 0.23%
CSX CORP    (COM) CSX 832,000 10,711 0.22%
LOWES COS INC    (COM) LOW 804,000 4,849 0.21%
VANGUARD INDEX FDS    (VALUE ETF) VTV 785,000 7,515 0.21%
STARBUCKS CORP    (COM) SBUX 775,000 9,022 0.20%
BOEING CO    (COM) BA 766,000 4,632 0.20%
MEDTRONIC PLC    (SHS) MDT 753,000 7,245 0.20%
AON PLC    (SHS CL A) 740,000 3,585 0.19%
INTERNATIONAL PAPER CO    (COM) IP 738,000 18,196 0.19%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 731,000 4,753 0.19%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 720,000 11,942 0.19%
ISHARES TR    (RUS 1000 VAL ETF) IWD 698,000 5,907 0.18%
ISHARES SILVER TR    (ISHARES) SLV 685,000 31,655 0.18%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 670,000 8,486 0.18%
COCA COLA CO    (COM) KO 649,000 13,139 0.17%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 644,000 43,700 0.17%
HEALTHPEAK PROPERTIES INC    (COM) 626,000 23,062 0.16%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 626,000 2,035 0.16%
VANGUARD INDEX FDS    (MID CAP ETF) VO 624,000 3,541 0.16%
COMCAST CORP NEW    (CL A) CMCSA 605,000 13,083 0.16%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 599,000 37,930 0.16%
GOLDMAN SACHS GROUP INC    (COM) GS 598,000 2,974 0.16%
VANGUARD WORLD FD    (ESG US STK ETF) 589,000 9,535 0.15%
T-MOBILE US INC    (COM) TMUS 587,000 5,130 0.15%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 574,000 2,070 0.15%
CONSOLIDATED EDISON INC    (COM) ED 572,000 7,349 0.15%
SPDR SER TR    (S&P DIVID ETF) SDY 559,000 6,055 0.15%
CITIGROUP INC    (COM NEW) C 555,000 12,884 0.14%
SYSCO CORP    (COM) SYY 553,000 8,896 0.14%
EXELON CORP    (COM) EXC 546,000 15,272 0.14%
BEST BUY INC    (COM) BBY 544,000 4,886 0.14%
WELLS FARGO CO NEW    (COM) WFC 537,000 22,846 0.14%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 536,000 3,147 0.14%
FEDEX CORP    (COM) FDX 527,000 2,096 0.14%
ALTRIA GROUP INC    (COM) MO 525,000 13,589 0.14%
D R HORTON INC    (COM) DHI 510,000 6,738 0.13%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 501,000 9,067 0.13%
LENNAR CORP    (CL A) LEN 484,000 5,923 0.13%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 477,000 1,292 0.12%
METLIFE INC    (COM) MET 476,000 12,809 0.12%
NETFLIX INC    (COM) NFLX 470,000 939 0.12%
ALPS ETF TR    (ALERIAN MLP) 463,000 23,151 0.12%
ROPER TECHNOLOGIES INC    (COM) ROP 460,000 1,163 0.12%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 458,000 11,204 0.12%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 457,000 8,717 0.12%
WALMART INC    (COM) WMT 455,000 3,254 0.12%
TARGET CORP    (COM) TGT 453,000 2,879 0.12%
3M CO    (COM) MMM 441,000 2,751 0.11%
S&P GLOBAL INC    (COM) SPGI 439,000 1,217 0.11%
PUBLIC STORAGE    (COM) PSA 437,000 1,964 0.11%
HONEYWELL INTL INC    (COM) HON 434,000 2,635 0.11%
ISHARES INC    (CORE MSCI EMKT) IEMG 433,000 8,209 0.11%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 432,000 13,420 0.11%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 427,000 3,513 0.11%
INTUIT    (COM) INTU 425,000 1,303 0.11%
FASTENAL CO    (COM) FAST 423,000 9,372 0.11%
DOW INC    (COM) 423,000 8,986 0.11%
CDW CORP    (COM) CDW 414,000 3,463 0.11%
MORGAN STANLEY    (COM NEW) MS 408,000 8,446 0.10%
SEAGATE TECHNOLOGY PLC    (SHS) STX 408,000 8,289 0.10%
PHILIP MORRIS INTL INC    (COM) PM 407,000 5,431 0.10%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 403,000 2,575 0.10%
VORNADO RLTY TR    (SH BEN INT) VNO 398,000 11,807 0.10%
SOUTHERN CO    (COM) SO 397,000 7,321 0.10%
MASTERCARD INCORPORATED    (CL A) MA 396,000 1,172 0.10%
FISERV INC    (COM) FISV 395,000 3,832 0.10%
FIDELITY NATL INFORMATION SV    (COM) FIS 378,000 2,567 0.10%
UNILEVER PLC    (SPON ADR NEW) UL 374,000 6,063 0.10%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 374,000 7,163 0.10%
TEXAS INSTRS INC    (COM) TXN 373,000 2,615 0.10%
HSBC HLDGS PLC    (SPON ADR NEW) HBC 372,000 19,009 0.10%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 371,000 6,761 0.09%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 366,000 2,334 0.09%
CLOROX CO DEL    (COM) CLX 364,000 1,732 0.09%
AMERICAN EXPRESS CO    (COM) AXP 358,000 3,569 0.09%
ANALOG DEVICES INC    (COM) ADI 358,000 3,067 0.09%
EDWARDS LIFESCIENCES CORP    (COM) EW 357,000 4,471 0.09%
BLACKSTONE GROUP INC    (COM CL A) 355,000 6,793 0.09%
CHURCH & DWIGHT INC    (COM) CHD 353,000 3,772 0.09%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 351,000 2,390 0.09%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 343,000 1,681 0.09%
TRANSUNION    (COM) 341,000 4,049 0.09%
WHIRLPOOL CORP    (COM) WHR 341,000 1,857 0.09%
CATERPILLAR INC DEL    (COM) CAT 336,000 2,254 0.09%
ELECTRONIC ARTS INC    (COM) ERTS 333,000 2,554 0.08%
SOUTHWEST AIRLS CO    (COM) LUV 320,000 8,536 0.08%
EBAY INC.    (COM) EBAY 319,000 6,118 0.08%
VARIAN MED SYS INC    (COM) VAR 319,000 1,856 0.08%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 317,000 1,920 0.08%
DAVITA INC    (COM) DVA 315,000 3,679 0.08%
BOOKING HOLDINGS INC    (COM) 298,000 174 0.08%
BLACKROCK INC    (COM) BLK 289,000 512 0.07%
TREX CO INC    (COM) TWP 288,000 4,022 0.07%
PACKAGING CORP AMER    (COM) PKG 287,000 2,632 0.07%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 286,000 5,253 0.07%
UNION PAC CORP    (COM) UNP 286,000 1,453 0.07%
CLOUDFLARE INC    (CL A COM) 285,000 6,941 0.07%
ALLSTATE CORP    (COM) ALL 280,000 2,971 0.07%
COUPA SOFTWARE INC    (COM) 276,000 1,008 0.07%
DUKE ENERGY CORP NEW    (COM NEW) DUK 275,000 3,100 0.07%
GILEAD SCIENCES INC    (COM) GILD 274,000 4,329 0.07%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 273,000 1,209 0.07%
UNITED RENTALS INC    (COM) URI 268,000 1,536 0.07%
CINTAS CORP    (COM) CTAS 265,000 795 0.07%
LAMB WESTON HLDGS INC    (COM) 265,000 3,999 0.07%
APPLIED MATLS INC    (COM) AMAT 262,000 4,409 0.07%
RAYTHEON TECHNOLOGIES CORP    (COM) 261,000 4,538 0.07%
KB HOME    (COM) KBH 257,000 6,701 0.06%
SCHWAB STRATEGIC TR    (INTRM TRM TRES) SCHR 256,000 4,371 0.06%
MGM GROWTH PPTYS LLC    (CL A COM) 256,000 9,148 0.06%
RLJ LODGING TR    (COM) RLJ 256,000 29,508 0.06%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 255,000 818 0.06%
SHERWIN WILLIAMS CO    (COM) SHW 255,000 366 0.06%
MAGNA INTL INC    (COM) MGA 254,000 5,544 0.06%
FOLEY TRASIMENE ACQUISTN COR    (UNIT 99/99/9999) 253,000 22,428 0.06%
CITRIX SYS INC    (COM) CTXS 252,000 1,828 0.06%
DISCOVERY INC    (COM SER A) DISCA 252,000 11,588 0.06%
CALAMOS DYNAMIC CONV & INCOM    (COM) 250,000 250,000 0.06%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 249,000 2,995 0.06%
ISHARES TR    (RUS MD CP GR ETF) IWP 246,000 1,422 0.06%
SYNCHRONY FINANCIAL    (COM) SYF 245,000 9,370 0.06%
BORGWARNER INC    (COM) BWA 244,000 6,287 0.06%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 243,000 2,302 0.06%
1 2 Next >Full Portfolio View
Total Value As 2020-09-30: 371,338,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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