Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 10, 2018

Total Value ($000): $282,959 (100.0% shares, 0.0% debt)

Holdings (48)

AAPL APPLE INC 6.8%
Value ($000) $19,298 Shares 115,017 Est. Cost $18.78 Unrealized +115.2%
GLD SPDR GOLD TRUST 6.0%
Value ($000) $16,941 Shares 134,674 Est. Cost $125.79 Unrealized
BAC BANK AMER CORP 4.4%
Value ($000) $12,411 Shares 413,826 Est. Cost $11.39 Unrealized +128.9%
PROSHARES TR 4.0%
Value ($000) $11,420 Shares 936,803 Est. Cost $13.02 Unrealized
GDX VANECK VECTORS ETF TR 4.0%
Value ($000) $11,251 Shares 511,856 Est. Cost $21.98 Unrealized
WHR WHIRLPOOL CORP 3.7%
Value ($000) $10,593 Shares 69,183 Est. Cost $173.78 Unrealized -3.9%
LULU LULULEMON ATHLETICA INC 3.6%
Value ($000) $10,090 Shares 113,215 Est. Cost $71.90 Unrealized +11.3%
AMZN AMAZON COM INC 3.5%
Value ($000) $9,901 Shares 6,841 Est. Cost $26.87 Unrealized +166.2%
EEM ISHARES TR 3.2%
Value ($000) $9,189 Shares 190,335 Est. Cost $38.50 Unrealized
GOOGL ALPHABET INC 3.2%
Value ($000) $8,984 Shares 8,662 Est. Cost $37.38 Unrealized +47.2%
DIS DISNEY WALT CO 3.0%
Value ($000) $8,603 Shares 85,658 Est. Cost $74.18 Unrealized +36.1%
GILD GILEAD SCIENCES INC 2.9%
Value ($000) $8,256 Shares 109,504 Est. Cost $56.11 Unrealized +5.0%
FCX FREEPORT-MCMORAN INC 2.8%
Value ($000) $8,021 Shares 456,510 Est. Cost $11.01 Unrealized +54.7%
CVX CHEVRON CORP NEW 2.8%
Value ($000) $8,012 Shares 70,257 Est. Cost $70.34 Unrealized +20.9%
KANSAS CITY SOUTHERN 2.8%
Value ($000) $7,956 Shares 72,428 Est. Cost $85.81 Unrealized
COP CONOCOPHILLIPS 2.8%
Value ($000) $7,906 Shares 133,341 Est. Cost $43.76 Unrealized 0.0%
TIFFANY & CO NEW 2.8%
Value ($000) $7,899 Shares 80,885 Est. Cost $103.95 Unrealized
NTNX NUTANIX INC 2.7%
Value ($000) $7,505 Shares 152,812 Est. Cost $21.88 Unrealized +81.3%
INTC INTEL CORP 2.6%
Value ($000) $7,484 Shares 143,710 Est. Cost $36.55 Unrealized +9.6%
WDAY WORKDAY INC 2.6%
Value ($000) $7,479 Shares 58,840 Est. Cost $122.34 Unrealized 0.0%
PROSHARES TR 2.5%
Value ($000) $7,211 Shares 176,056 Est. Cost $40.96 Unrealized
BIIB BIOGEN INC 2.5%
Value ($000) $7,080 Shares 25,857 Est. Cost $272.78 Unrealized +13.8%
TWITTER INC 2.3%
Value ($000) $6,410 Shares 220,942 Est. Cost $23.03 Unrealized
NTR NUTRIEN LTD 2.1%
Value ($000) $6,019 Shares 127,360 Est. Cost $38.37 Unrealized 0.0%
SEATTLE GENETICS INC 2.1%
Value ($000) $5,831 Shares 111,415 Est. Cost $52.34 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $5,736 Shares 76,880 Est. Cost $54.07 Unrealized +3.1%
EOG EOG RES INC 1.9%
Value ($000) $5,483 Shares 52,082 Est. Cost $66.17 Unrealized +22.1%
EA ELECTRONIC ARTS INC 1.9%
Value ($000) $5,367 Shares 44,270 Est. Cost $108.08 Unrealized +9.0%
CARRIZO OIL & GAS INC 1.8%
Value ($000) $5,201 Shares 325,046 Est. Cost $27.75 Unrealized
TBT PROSHARES TR 1.7%
Value ($000) $4,692 Shares 129,375 Est. Cost $36.27 Unrealized
VANECK VECTORS ETF TR 1.6%
Value ($000) $4,442 Shares 186,080 Est. Cost $23.87 Unrealized
TSLA TESLA INC 1.3%
Value ($000) $3,806 Shares 14,301 Est. Cost $13.70 Unrealized +60.6%
ALPS ETF TR 1.3%
Value ($000) $3,714 Shares 396,384 Est. Cost $9.37 Unrealized
SYMANTEC CORP 1.1%
Value ($000) $3,219 Shares 124,525 Est. Cost $27.89 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 1.0%
Value ($000) $2,884 Shares 35,580 Est. Cost $85.82 Unrealized 0.0%
ENSCO PLC 0.6%
Value ($000) $1,805 Shares 411,190 Est. Cost $4.39 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $755 Shares 5,680 Est. Cost $132.92 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $538 Shares 19,692 Est. Cost $19.39 Unrealized +40.1%
UNP UNION PAC CORP 0.2%
Value ($000) $533 Shares 3,962 Est. Cost $100.79 Unrealized +12.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $512 Shares 3,998 Est. Cost $76.10 Unrealized +42.4%
T AT&T INC 0.2%
Value ($000) $487 Shares 13,670 Est. Cost $15.28 Unrealized +3.5%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $437 Shares 8,337 Est. Cost $36.87 Unrealized +29.4%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $324 Shares 1,231 Est. Cost $216.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $299 Shares 1,500 Est. Cost $171.68 Unrealized +19.6%
TGT TARGET CORP 0.1%
Value ($000) $257 Shares 3,706 Est. Cost $46.36 Unrealized +26.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $245 Shares 2,230 Est. Cost $82.44 Unrealized +10.9%
IWM ISHARES TR 0.1%
Value ($000) $244 Shares 1,608 Est. Cost $151.74 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $229 Shares 1,400 Est. Cost $31.53 Unrealized +0.5%