13F Filings History of Intersect Capital LLC

Latest 13F report
Q2 2022 - 02 Sep 2022
Value $
$330,578,000
Signature - Title
Joseph R. Mclean - CCO
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Intersect Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intersect Capital LLC reported 344 stock holdings with total value $330,578,000 as of Q2 2022. Top holdings included AAPL, MSFT, PFF, IVV, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 344 $330,578,000 +$32,127,358 -$45,587,676 -$13,460,318 AAPL, MSFT, PFF, IVV, VTV 13F-HR 02 Sep 2022, 11:15
Q1 2022 435 $520,665,000 +$38,586,775 -$18,602,579 +$19,984,196 IWF, AAPL, MSFT, PFF, IVV 13F-HR 11 May 2022, 14:19
Q4 2021 426 $541,839,000 +$37,365,661 -$117,996,246 -$80,630,585 IWF, AAPL, MSFT, PFF, IVV 13F-HR 14 Feb 2022, 11:45
Q3 2021 400 $583,054,000 +$40,530,088 -$16,570,894 +$23,959,194 IWF, AAPL, MSFT, PFF, CRWD Restatement 07 Feb 2022, 15:32
Q2 2021 372 $564,798,000 +$44,212,369 -$9,597,741 +$34,614,628 IWF, AAPL, MSFT, PFF, CRWD 13F-HR 10 Aug 2021, 11:54
Q1 2021 335 $490,507,000 +$35,871,002 -$15,934,496 +$19,936,506 IWF, AAPL, MSFT, PFF, IVV 13F-HR 20 Apr 2021, 13:09
Q4 2020 290 $453,765,000 +$50,830,689 -$4,691,770 +$46,138,919 IWF, AAPL, PFF, MSFT, CRWD 13F-HR 01 Feb 2021, 09:56
Q3 2020 241 $371,088,000 +$57,335,009 -$6,120,709 +$51,214,300 IWF, AAPL, PFF, MSFT, AMZN 13F-HR 03 Nov 2020, 15:22
Q2 2020 188 $309,625,311 +$21,238,426 -$13,291,283 +$7,947,143 IWF, PFF, AAPL, MSFT, INTC 13F-HR 10 Aug 2020, 13:34
Q1 2020 165 $251,246,000 +$15,634,492 -$7,480,256 +$8,154,236 IWF, PFF, MSFT, AAPL, CRWD 13F-HR 08 May 2020, 11:49
Q4 2019 167 $298,679,000 +$17,078,967 -$4,338,398 +$12,740,569 IWF, PFF, AAPL, MSFT, CRWD 13F-HR 10 Feb 2020, 08:08
Q3 2019 162 $267,452,000 +$13,557,181 -$3,362,511 +$10,194,670 IWF, PFF, AAPL, MSFT, T 13F-HR 05 Nov 2019, 11:54
Q2 2019 170 $258,402,000 +$30,475,261 -$1,971,303 +$28,503,958 IWF, PFF, MSFT, AAPL, INTC 13F-HR 09 Aug 2019, 15:55
Q1 2019 140 $234,655,000 +$9,545,572 -$5,025,421 +$4,520,151 IWF, PFF, AAPL, MSFT, INTC 13F-HR 26 Apr 2019, 09:21
Q4 2018 126 $206,024,000 +$13,537,680 -$2,328,476 +$11,209,204 IWF, PFF, AAPL, MSFT, INTC 13F-HR 05 Feb 2019, 14:53
Q3 2018 126 $226,484,000 +$13,003,289 -$1,977,955 +$11,025,334 IWF, PFF, AAPL, MSFT, INTC 13F-HR 08 Nov 2018, 11:23
Q2 2018 124 $204,297,722 +$20,829,719 -$5,089,884 +$15,739,835 IWF, PFF, AAPL, INTC, MSFT 13F-HR 31 Jul 2018, 16:50
Q1 2018 116 $186,482,000 +$14,361,119 -$5,997,402 +$8,363,717 IWF, PFF, AAPL, INTC, MSFT 13F-HR 03 May 2018, 14:38
Q4 2017 115 $185,035,360 +$9,925,879 -$3,712,269 +$6,213,610 IWF, PFF, AAPL, T, INTC 13F-HR 05 Feb 2018, 08:33
Q3 2017 110 $175,355,872 +$7,858,332 -$2,810,933 +$5,047,399 PFF, IWF, T, AAPL, EFT 13F-HR 13 Nov 2017, 14:31
Q2 2017 107 $165,800,000 +$63,208,822 -$401,630 +$62,807,192 PFF, IWF, T, AAPL, EFT 13F-HR 07 Aug 2017, 15:04
Q1 2017 86 $113,938,000 +$1,586,194 -$23,850,256 -$22,264,062 PFF, IWF, T, IVV, AAPL 13F-HR 08 May 2017, 14:49
Q4 2016 93 $132,712,000 +$7,860,213 -$1,500,854 +$6,359,359 PFF, IWF, T, IVV, AAPL 13F-HR 03 Feb 2017, 09:53
Q3 2016 89 $125,664,000 +$4,360,320 -$38,975,848 -$34,615,528 PFF, IWF, T, IVV, AAPL 13F-HR 27 Oct 2016, 13:52
Q2 2016 109 $164,629,557 +$5,659,806 -$2,253,953 +$3,405,853 PFF, IWF, T, VZ, AAPL 13F-HR 09 Aug 2016, 11:28
Q1 2016 107 $157,716,000 +$43,984,230 -$2,424,999 +$41,559,231 PFF, IWF, AAPL, T, VZ 13F-HR 05 May 2016, 09:38
Q4 2015 89 $114,915,000 +$6,040,353 -$2,355,537 +$3,684,816 PFF, IWF, AAPL, IVV, T 13F-HR 01 Feb 2016, 12:33
Q3 2015 89 $107,370,000 +$5,965,512 -$4,778,956 +$1,186,556 PFF, IWF, AAPL, IVV, T 13F-HR 03 Nov 2015, 14:04
Q2 2015 97 $116,186,000 +$5,348,455 -$1,500,741 +$3,847,714 PFF, IWF, IVV, AAPL, T 13F-HR 03 Aug 2015, 15:31
Q1 2015 397 $127,491,000 +$17,787,174 -$740,084 +$17,047,090 PFF, IWF, IVV, VZ, T 13F-HR 11 May 2015, 12:13
Q4 2014 426 $113,857,251 $0 PFF, IWF, IVV, INTC, T 13F-HR 17 Feb 2015, 15:40