Legal Name: INTERSECT CAPITAL LLC
報告期間:
Jun 30, 2019
有効日:
Aug 9, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
249,604 |
$39,273k |
|
|
ISHARES TR (464288687)
|
482,160 |
$17,768k |
|
|
MICROSOFT CORP (594918104)
|
78,436 |
$10,507k |
|
|
Apple Inc (037833100)
|
49,854 |
$9,867k |
|
|
INTEL CORP (458140100)
|
140,095 |
$6,706k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
22,397 |
$6,601k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
40,860 |
$6,354k |
|
|
AT&T INC (00206R102)
|
171,455 |
$5,745k |
|
|
JOHNSON & JOHNSON (478160104)
|
38,366 |
$5,344k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
43,407 |
$4,853k |
|
|
MERCK & CO INC (58933Y105)
|
52,365 |
$4,391k |
|
|
CISCO SYSTEMS INC (17275R102)
|
76,565 |
$4,190k |
|
|
PROCTER & GAMBLE CO (742718109)
|
37,024 |
$4,060k |
|
|
Eaton Vance Floating Rate Income Trust (278279104)
|
300,416 |
$4,050k |
|
|
Chevron Corp (166764100)
|
32,131 |
$3,998k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
91,732 |
$3,901k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
21,360 |
$3,490k |
|
|
KIMBERLY CLARK CORP (494368103)
|
23,194 |
$3,091k |
|
|
Boeing Co/The (097023105)
|
8,296 |
$3,020k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
52,751 |
$2,947k |
|
|
ISHARES (464287465)
|
42,802 |
$2,813k |
|
|
PFIZER INC (717081103)
|
62,860 |
$2,723k |
|
|
MCDONALDS CORP (580135101)
|
12,786 |
$2,655k |
|
|
ALPHABET INC (02079K305)
|
2,396 |
$2,594k |
|
|
Amazon.com Inc (023135106)
|
1,284 |
$2,431k |
|
|
UNITED PARCEL SERVIC (911312106)
|
21,233 |
$2,193k |
|
|
Facebook Inc (30303M102)
|
11,343 |
$2,189k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,752 |
$1,978k |
|
|
ABBVIE INC (00287Y109)
|
25,841 |
$1,879k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
10,557 |
$1,719k |
|
|
CUMMINS INC (231021106)
|
9,906 |
$1,697k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
166,802 |
$1,643k |
|
|
DISNEY WALT CO (254687106)
|
10,472 |
$1,462k |
|
|
CVS HEALTH CORP (126650100)
|
26,130 |
$1,424k |
|
|
International Paper Co (460146103)
|
32,501 |
$1,408k |
|
|
salesforce.com Inc (79466L302)
|
8,715 |
$1,322k |
|
|
ISHARES (464287234)
|
30,628 |
$1,314k |
|
|
HOME DEPOT INC (437076102)
|
6,074 |
$1,263k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
15,931 |
$1,243k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
6,155 |
$1,236k |
|
|
LIFE STORAGE INC COM (53223X107)
|
12,894 |
$1,226k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
6,562 |
$1,225k |
|
|
ISHARES (464288448)
|
38,907 |
$1,195k |
|
|
AMGEN INC (031162100)
|
6,423 |
$1,184k |
|
|
NVIDIA Corp (67066G104)
|
7,146 |
$1,174k |
|
|
COSTCO WHSL CORP (22160K105)
|
4,288 |
$1,133k |
|
|
Lockheed Martin Corp (539830109)
|
3,084 |
$1,121k |
|
|
LILLY ELI & CO (532457108)
|
9,870 |
$1,093k |
|
|
ISHARES TR (464288182)
|
15,046 |
$1,050k |
|
|
ENTERPRISE PRODS (293792107)
|
35,844 |
$1,035k |
|
|
ORACLE CORP (68389X105)
|
17,898 |
$1,020k |
|
|
METLIFE INC (59156R108)
|
20,438 |
$1,015k |
|
|
Bank of America Corp. (060505104)
|
34,262 |
$994k |
|
|
HCP INC (40414L109)
|
30,567 |
$978k |
|
|
PEPSICO INC (713448108)
|
6,785 |
$890k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
4,526 |
$879k |
|
|
HSBC HLDGS PLC (404280406)
|
20,809 |
$869k |
|
|
SYSCO CORP (871829107)
|
12,077 |
$854k |
|
|
AABA (021346101)
|
12,000 |
$832k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
3,886 |
$828k |
|
|
American Express Co. (025816109)
|
6,605 |
$815k |
|
|
EXELON CORP (30161N101)
|
16,457 |
$789k |
|
|
DuPont de Nemours Inc (26614N102)
|
9,962 |
$748k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
18,921 |
$741k |
|
|
ALTRIA GROUP INC (02209S103)
|
14,740 |
$698k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
6,740 |
$680k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
5,150 |
$655k |
|
|
ISHARES (464287168)
|
6,422 |
$639k |
|
|
CONSOLDTD EDISON INC (209115104)
|
7,221 |
$633k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
8,054 |
$630k |
|
|
AMERIGAS PTRN L P (030975106)
|
17,430 |
$607k |
|
|
MAGNA INTL INC (559222401)
|
11,940 |
$593k |
|
|
CSX CORP (126408103)
|
7,514 |
$581k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
2,487 |
$563k |
|
|
SPDR DOW JONES INDL (78467X109)
|
2,102 |
$559k |
|
|
ABBOTT LABS (002824100)
|
6,535 |
$550k |
|
|
PayPal Holdings Inc (70450Y103)
|
4,795 |
$549k |
|
|
Dow Inc (260557103)
|
11,109 |
$548k |
|
|
CITIGROUP INC (172967424)
|
7,376 |
$517k |
|
|
DANAHER CORP (235851102)
|
3,502 |
$501k |
|
|
NIKE INC (654106103)
|
5,934 |
$498k |
|
|
CHINA MOBILE LIMITED (16941M109)
|
10,780 |
$488k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,735 |
$486k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
9,027 |
$479k |
|
|
3M CO (88579Y101)
|
2,761 |
$479k |
|
|
COCA-COLA CO (191216100)
|
9,093 |
$463k |
|
|
ConocoPhillips (20825C104)
|
7,495 |
$457k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
8,287 |
$455k |
|
|
PUBLIC STORAGE (74460D109)
|
1,899 |
$452k |
|
|
STARBUCKS CORP (855244109)
|
5,361 |
$449k |
|
|
PUBLIC SVC ENTERPR (744573106)
|
7,560 |
$445k |
|
|
PHILIP MORRIS INTL (718172109)
|
5,591 |
$439k |
|
|
Exxon Mobil Corp (30231G102)
|
5,727 |
$439k |
|
|
INTL BUSINESS MCHN (459200101)
|
3,104 |
$428k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
2,503 |
$424k |
|
|
UNILEVER PLC (904767704)
|
6,813 |
$422k |
|
|
SOUTHERN CO (842587107)
|
7,373 |
$408k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,767 |
$407k |
|
|
MOTOROLA SOLUTIONS (620076307)
|
2,414 |
$402k |
|
|
FIDELITY NATL INFO (31620M106)
|
3,220 |
$395k |
|
|
TJX COMPANIES INC (872540109)
|
7,475 |
$395k |
|
|
HONEYWELL INTL INC (438516106)
|
2,242 |
$391k |
|
|
COMCAST CORP (20030N101)
|
9,166 |
$388k |
|
|
Alphabet Inc (02079K107)
|
349 |
$377k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
7,109 |
$375k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
1,776 |
$363k |
|
|
DOCUSIGN INC COM (256163106)
|
7,146 |
$355k |
|
|
Bristol-Myers Squibb Co (110122108)
|
7,727 |
$350k |
|
|
VANGUARD INDEX FDS (922908637)
|
2,575 |
$347k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,417 |
$346k |
|
|
TEXTRON INC (883203101)
|
6,050 |
$321k |
|
|
VARIAN MED SYS INC (92220P105)
|
2,340 |
$319k |
|
|
ADOBE INC (00724F101)
|
1,080 |
$318k |
|
|
T MOBILE US INC COM USD0.00001 (872590104)
|
4,200 |
$311k |
|
|
Pioneer Natural Resources Co (723787107)
|
1,954 |
$301k |
|
|
UNION PAC CORP (907818108)
|
1,760 |
$298k |
|
|
FIRST TR MID CAP CORE ALPHAD (33735B108)
|
4,320 |
$297k |
|
|
FASTENAL CO (311900104)
|
9,024 |
$294k |
|
|
FEDEX CORP (31428X106)
|
1,777 |
$292k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,577 |
$286k |
|
|
Shopify Inc (82509L107)
|
950 |
$285k |
|
|
CORTEVA INC (22052L104)
|
9,589 |
$284k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
2,375 |
$283k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,115 |
$282k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
9,176 |
$279k |
|
|
GILEAD SCIENCES INC (375558103)
|
4,097 |
$277k |
|
|
CARMAX INC (143130102)
|
3,000 |
$260k |
|
|
CALAMOS DYNAMIC CONV & INCOM (12811V105)
|
250,000 |
$250k |
|
|
LOWES CO (548661107)
|
2,455 |
$248k |
|
|
S&P GLOBAL INC (78409V104)
|
1,087 |
$248k |
|
|
Cabot Oil & Gas Corp (127097103)
|
10,800 |
$248k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
1,718 |
$245k |
|
|
Packaging Corp of America (695156109)
|
2,550 |
$243k |
|
|
DOLLAR TREE INC (256746108)
|
2,239 |
$240k |
|
|
CLOROX CO (189054109)
|
1,536 |
$235k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
1,050 |
$221k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,313 |
$219k |
|
|
Caterpillar Inc (149123101)
|
1,610 |
$219k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
4,231 |
$218k |
|
|
AL (00912X302)
|
5,234 |
$216k |
|
|
ONEOK Inc (682680103)
|
3,120 |
$215k |
|
|
BROOKFIELD ASSET MGT (112585104)
|
4,500 |
$215k |
|
|
HARRIS CORP DEL (413875105)
|
1,103 |
$209k |
|
|
LENNAR CORP (526057104)
|
4,294 |
$208k |
|
|
TORCHMARK CORP (891027104)
|
2,300 |
$206k |
|
|
TRAVELERS CO(THE) (89417E109)
|
1,367 |
$204k |
|
|
HCA HEALTHCARE (40412C101)
|
1,500 |
$203k |
|
|
LABORATORY CORP AMER (50540R409)
|
1,174 |
$203k |
|
|
PAYCHEX INC (704326107)
|
2,468 |
$203k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,177 |
$202k |
|
|
ANALOG DEVICES INC (032654105)
|
1,792 |
$202k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
13,000 |
$190k |
|
|
GENERAL ELECTRIC CO (369604103)
|
14,921 |
$157k |
|
|
NEUBERGER BRMAN CLIFRN MUNI (64123C101)
|
11,000 |
$150k |
|
|
NIO INC (62914V106)
|
20,500 |
$52k |
|
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