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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Large
Value
Mid
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38
1
1
1
1
0
26
1
2
INTERSECT CAPITAL LLC

Time Period2018-12-31

Total Holdings128

Total Value ($x1000)208,674
Activities
New11

Increased61

Unchanged18

Decreased38

Sold Out11

Top 10 Stock Holdingstotal 45.29%
IWF15.35

PFF7.45

AAPL3.92

MSFT3.37

INTC3.27

 
IVV2.63

IWM2.6

JNJ2.39

T2.16

EFT2.15

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
15.35%
RUS 1000 GRW ETF
PFF
7.45%
U.S. PFD STK ETF
AAPL
3.92%
COM
MSFT
3.37%
COM
INTC
3.27%
COM
IVV
2.63%
CORE S&P500 ETF
IWM
2.6%
RUSSELL 2000 ETF
JNJ
2.39%
COM
T
2.16%
COM
EFT
2.15%
COM
VZ
2.13%
COM
MRK
1.89%
COM
JPM
1.84%
COM
CVX
1.65%
COM
VWO
1.61%
FTSE EMR MKT ETF
PG
1.59%
COM
CSCO
1.5%
COM
BA
1.39%
COM
PFE
1.38%
COM
KMB
1.27%
COM
EFA
1.24%
MSCI EAFE ETF
ABBV
1.23%
COM
AMZN
1.22%
COM
GOOGL
1.18%
CAP STK CL A
SOR
1.15%
COM
IWR
1.12%
RUS MID-CAP ETF
VUG
1.11%
GROWTH ETF
MCD
1.06%
COM
FB
1.01%
CL A
UPS
0.96%
CL B
WM
0.95%
COM
WFC
0.8%
COM
DWDP
0.76%
COM
AMLP
0.72%
ALERIAN MLP
CMI
0.71%
COM
LSI
0.69%
COM
IWB
0.68%
RUS 1000 ETF
SPY
0.67%
PRN
AMGN
0.59%
COM
HCN
0.58%
PRN
EEM
0.56%
MSCI EMG MKT ETF
IP
0.56%
COM
IDV
0.51%
INTL SEL DIV ETF
QQQ
0.51%
UNIT SER 1
AAXJ
0.46%
MSCI AC ASIA ETF
HCP
0.45%
PRN
CVS
0.43%
COM
NVDA
0.42%
COM
IWO
0.41%
RUS 2000 GRW ETF
BAC
0.41%
COM
EPD
0.4%
PRN
CRM
0.39%
COM
MET
0.38%
COM
XLK
0.38%
TECHNOLOGY
HD
0.37%
COM
SYY
0.37%
COM
EXC
0.36%
COM
HBC
0.36%
SPON ADR NEW
COST
0.36%
COM
MO
0.36%
COM
UL
0.36%
SPON ADR NEW
LLY
0.36%
COM
IJH
0.36%
CORE S&P MCP ETF
TSM
0.34%
SPONSORED ADR
MMM
0.34%
COM
DIS
0.34%
COM DISNEY
AABA
0.33%
COM
APU
0.32%
PRN
PEP
0.29%
COM
ED
0.28%
COM
MGA
0.26%
COM
GOOG
0.24%
CAP STK CL C
COP
0.23%
COM
ORCL
0.23%
COM
IWD
0.23%
RUS 1000 VAL ETF
NKE
0.21%
CL B
SCHD
0.2%
US DIVIDEND EQ
PSA
0.2%
PRN
SSO
0.19%
PSHS ULT S&P 500
SBUX
0.19%
COM
DHR
0.19%
COM
PEG
0.19%
COM
C
0.19%
COM NEW
ABT
0.18%
COM
BMY
0.18%
COM
XOM
0.18%
COM
HON
0.17%
COM
VTI
0.17%
TOTAL STK MKT
V
0.17%
COM CL A
IBM
0.17%
COM
GLD
0.16%
GOLD SHS
KO
0.16%
COM
MDT
0.16%
SHS
VXUS
0.16%
VG TL INTL STK F
PYPL
0.16%
COM
PM
0.16%
COM
CHL
0.16%
SPONSORED ADR
SO
0.15%
COM
SDY
0.15%
S&P DIVID ETF
VV
0.14%
LARGE CAP ETF
DVY
0.13%
SELECT DIVID ETF
GILD
0.13%
COM
UTX
0.13%
COM
CCD
0.12%
COM
FNX
0.12%
COM SHS
BABA
0.12%
SPONSORED ADS
ADBE
0.12%
COM
ABMD
0.11%
COM
CLX
0.11%
COM
CAT
0.11%
COM
AMRB
0.11%
COM
XLY
0.11%
SBI CONS DISCR
FAST
0.11%
COM
AMD
0.11%
COM
LOW
0.11%
COM
AXP
0.1%
COM
IJR
0.1%
CORE S&P SCP ETF
WMT
0.1%
COM
RDS/A
0.1%
SPONS ADR A
XLV
0.1%
SBI HEALTHCARE
DGRW
0.1%
US DIVD GRT FD
DTD
0.1%
TOTAL DIVID FD
PGX
0.08%
PFD ETF
NBW
0.06%
PRN
GE
0.05%
COM
GPRO
0.04%
CALL
GPRO
0.03%
CL A
HOTR
0.01%
COM PAR
GS
0.17%
COM
PCG
0.13%
COM
CELG
0.11%
COM
FV
0.11%
DORSEY WRT 5 ETF
BX
0.09%
PRN
SPGI
0.09%
COM
OKE
0.09%
COM
SCZ
0.09%
EAFE SML CP ETF
IWP
0.09%
RUS MD CP GR ETF
ITW
0.09%
COM
VB
0.09%
SMALL CP ETF