Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 6, 2019

Total Value ($000): $253,339 (100.0% shares, 0.0% debt)

Holdings (56)

PROSHARES TR 9.1%
Value ($000) $23,179 Shares 838,310 Est. Cost $30.60 Unrealized
GLD SPDR GOLD TRUST 6.2%
Value ($000) $15,762 Shares 129,189 Est. Cost $125.79 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $11,735 Shares 61,778 Est. Cost $18.78 Unrealized +115.3%
DIS DISNEY WALT CO 4.5%
Value ($000) $11,525 Shares 103,800 Est. Cost $79.90 Unrealized +35.0%
GOOGL ALPHABET INC 4.0%
Value ($000) $10,125 Shares 8,603 Est. Cost $38.15 Unrealized +46.9%
XLV SELECT SECTOR SPDR TR 3.5%
Value ($000) $8,956 Shares 97,615 Est. Cost $91.28 Unrealized
BAC BANK AMER CORP 3.4%
Value ($000) $8,725 Shares 316,221 Est. Cost $11.39 Unrealized +109.8%
CVX CHEVRON CORP NEW 3.3%
Value ($000) $8,346 Shares 67,755 Est. Cost $70.34 Unrealized +24.3%
INDA ISHARES TR 3.3%
Value ($000) $8,298 Shares 235,397 Est. Cost $35.25 Unrealized
GDX VANECK VECTORS ETF TR 3.3%
Value ($000) $8,281 Shares 369,374 Est. Cost $21.98 Unrealized
ABBV ABBVIE INC 3.2%
Value ($000) $8,152 Shares 101,150 Est. Cost $68.07 Unrealized -10.4%
XOM EXXON MOBIL CORP 3.1%
Value ($000) $7,920 Shares 98,026 Est. Cost $54.65 Unrealized +1.4%
ORCL ORACLE CORP 2.8%
Value ($000) $7,140 Shares 132,930 Est. Cost $41.17 Unrealized +11.9%
LULU LULULEMON ATHLETICA INC 2.8%
Value ($000) $7,015 Shares 42,810 Est. Cost $71.90 Unrealized +103.1%
CAT CATERPILLAR INC DEL 2.8%
Value ($000) $6,980 Shares 51,520 Est. Cost $120.51 Unrealized -4.9%
EOG EOG RES INC 2.7%
Value ($000) $6,716 Shares 70,560 Est. Cost $68.23 Unrealized +5.4%
Z ZILLOW GROUP INC 2.6%
Value ($000) $6,699 Shares 192,837 Est. Cost $35.67 Unrealized 0.0%
FDX FEDEX CORP 2.6%
Value ($000) $6,539 Shares 36,043 Est. Cost $178.81 Unrealized -12.8%
TIFFANY & CO NEW 2.3%
Value ($000) $5,934 Shares 56,220 Est. Cost $103.95 Unrealized
GILD GILEAD SCIENCES INC 2.3%
Value ($000) $5,758 Shares 88,573 Est. Cost $55.25 Unrealized -8.0%
AMZN AMAZON COM INC 2.3%
Value ($000) $5,706 Shares 3,204 Est. Cost $30.53 Unrealized +172.5%
MSFT MICROSOFT CORP 2.2%
Value ($000) $5,543 Shares 46,995 Est. Cost $100.00 Unrealized +2.3%
COP CONOCOPHILLIPS 2.1%
Value ($000) $5,410 Shares 81,055 Est. Cost $43.76 Unrealized +21.1%
SWKS SKYWORKS SOLUTIONS INC 2.1%
Value ($000) $5,294 Shares 64,190 Est. Cost $78.84 Unrealized -16.8%
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $5,278 Shares 18,684 Est. Cost $257.67 Unrealized
ALPS ETF TR 2.0%
Value ($000) $5,148 Shares 513,290 Est. Cost $9.67 Unrealized
SBUX STARBUCKS CORP 1.8%
Value ($000) $4,461 Shares 60,011 Est. Cost $59.25 Unrealized 0.0%
TBT PROSHARES TR 1.6%
Value ($000) $3,945 Shares 122,300 Est. Cost $36.27 Unrealized
EA ELECTRONIC ARTS INC 1.4%
Value ($000) $3,598 Shares 35,403 Est. Cost $108.58 Unrealized -15.1%
SPLUNK INC 1.3%
Value ($000) $3,212 Shares 25,782 Est. Cost $124.58 Unrealized
GRUBHUB INC 1.2%
Value ($000) $3,099 Shares 44,615 Est. Cost $69.46 Unrealized
NXPI NXP SEMICONDUCTORS N V 1.2%
Value ($000) $2,975 Shares 33,655 Est. Cost $85.25 Unrealized -7.8%
UAA UNDER ARMOUR INC 1.0%
Value ($000) $2,514 Shares 118,945 Est. Cost $20.95 Unrealized 0.0%
PROSHARES TR 0.9%
Value ($000) $2,174 Shares 63,205 Est. Cost $47.54 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,929 Shares 25,704 Est. Cost $67.64 Unrealized
CARRIZO OIL & GAS INC 0.7%
Value ($000) $1,680 Shares 134,710 Est. Cost $27.75 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $736 Shares 4,880 Est. Cost $132.92 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $631 Shares 4,514 Est. Cost $80.31 Unrealized +37.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $623 Shares 3,467 Est. Cost $184.10 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $602 Shares 3,600 Est. Cost $100.79 Unrealized +37.0%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $564 Shares 14,692 Est. Cost $19.39 Unrealized +96.9%
LLY LILLY ELI & CO 0.2%
Value ($000) $523 Shares 4,027 Est. Cost $110.95 Unrealized 0.0%
T AT&T INC 0.2%
Value ($000) $455 Shares 14,503 Est. Cost $15.16 Unrealized -6.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $408 Shares 8,439 Est. Cost $38.65 Unrealized +5.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $311 Shares 1,547 Est. Cost $172.81 Unrealized +16.8%
TGT TARGET CORP 0.1%
Value ($000) $307 Shares 3,819 Est. Cost $46.79 Unrealized +29.7%
INTC INTEL CORP 0.1%
Value ($000) $305 Shares 5,677 Est. Cost $37.27 Unrealized +17.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $291 Shares 1,504 Est. Cost $32.02 Unrealized +20.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $249 Shares 1,312 Est. Cost $135.99 Unrealized +13.7%
GENERAL ELECTRIC CO 0.1%
Value ($000) $247 Shares 24,700 Est. Cost $10.00 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $242 Shares 1,269 Est. Cost $145.63 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $237 Shares 2,342 Est. Cost $82.77 Unrealized +3.1%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $232 Shares 2,230 Est. Cost $82.07 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $219 Shares 1,429 Est. Cost $153.25 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $204 Shares 3,454 Est. Cost $38.95 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $202 Shares 3,050 Est. Cost $66.23 Unrealized