Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 8, 2019

Total Value ($000): $274,849 (100.0% shares, 0.0% debt)

Holdings (55)

PROSHARES TR 8.0%
Value ($000) $22,052 Shares 828,725 Est. Cost $30.60 Unrealized
GLD SPDR GOLD TRUST 6.8%
Value ($000) $18,582 Shares 139,502 Est. Cost $126.34 Unrealized
AAPL APPLE INC 6.0%
Value ($000) $16,566 Shares 83,702 Est. Cost $26.07 Unrealized +78.8%
DIS DISNEY WALT CO 5.3%
Value ($000) $14,501 Shares 103,846 Est. Cost $79.90 Unrealized +60.2%
GDX VANECK VECTORS ETF TR 3.8%
Value ($000) $10,312 Shares 403,434 Est. Cost $22.28 Unrealized
ORCL ORACLE CORP 3.6%
Value ($000) $9,885 Shares 173,505 Est. Cost $43.04 Unrealized +14.2%
XLV SELECT SECTOR SPDR TR 3.5%
Value ($000) $9,710 Shares 104,810 Est. Cost $91.37 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $9,332 Shares 69,665 Est. Cost $106.35 Unrealized +12.4%
GOOGL ALPHABET INC 3.3%
Value ($000) $9,122 Shares 8,424 Est. Cost $38.15 Unrealized +50.6%
BAC BANK AMER CORP 3.3%
Value ($000) $8,953 Shares 308,721 Est. Cost $11.39 Unrealized +115.1%
INDA ISHARES TR 3.2%
Value ($000) $8,827 Shares 250,047 Est. Cost $35.25 Unrealized
Z ZILLOW GROUP INC 3.2%
Value ($000) $8,696 Shares 187,452 Est. Cost $35.67 Unrealized +11.6%
SBUX STARBUCKS CORP 3.0%
Value ($000) $8,353 Shares 99,641 Est. Cost $62.70 Unrealized +8.3%
T AT&T INC 2.9%
Value ($000) $8,102 Shares 241,773 Est. Cost $15.08 Unrealized -0.0%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $7,591 Shares 99,065 Est. Cost $54.68 Unrealized +4.0%
ABBV ABBVIE INC 2.8%
Value ($000) $7,579 Shares 104,225 Est. Cost $67.81 Unrealized -12.4%
LULU LULULEMON ATHLETICA INC 2.6%
Value ($000) $7,160 Shares 39,730 Est. Cost $71.90 Unrealized +141.6%
VIACOM INC NEW 2.6%
Value ($000) $7,139 Shares 239,005 Est. Cost $29.87 Unrealized
CAT CATERPILLAR INC DEL 2.5%
Value ($000) $6,846 Shares 50,230 Est. Cost $120.51 Unrealized -4.8%
FDX FEDEX CORP 2.4%
Value ($000) $6,578 Shares 40,062 Est. Cost $176.41 Unrealized -12.2%
ALPS ETF TR 2.4%
Value ($000) $6,532 Shares 663,140 Est. Cost $9.71 Unrealized
EOG EOG RES INC 2.4%
Value ($000) $6,470 Shares 69,450 Est. Cost $68.23 Unrealized +3.1%
GRUBHUB INC 2.3%
Value ($000) $6,253 Shares 80,180 Est. Cost $73.24 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $6,185 Shares 3,266 Est. Cost $31.72 Unrealized +193.6%
GILD GILEAD SCIENCES INC 2.1%
Value ($000) $5,676 Shares 84,008 Est. Cost $55.25 Unrealized -8.0%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $5,411 Shares 43,480 Est. Cost $70.34 Unrealized +28.3%
MS MORGAN STANLEY 1.8%
Value ($000) $4,988 Shares 113,858 Est. Cost $36.28 Unrealized 0.0%
EA ELECTRONIC ARTS INC 1.4%
Value ($000) $3,836 Shares 37,878 Est. Cost $107.54 Unrealized -13.9%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,245 Shares 11,074 Est. Cost $257.67 Unrealized
SPLUNK INC 1.1%
Value ($000) $3,136 Shares 24,942 Est. Cost $124.58 Unrealized
XYZ SQUARE INC 1.1%
Value ($000) $3,066 Shares 42,272 Est. Cost $69.86 Unrealized 0.0%
PROSHARES TR 1.0%
Value ($000) $2,757 Shares 87,840 Est. Cost $43.01 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,494 Shares 8,000 Est. Cost $185.60 Unrealized
PROSHARES TR 0.4%
Value ($000) $1,164 Shares 37,875 Est. Cost $30.73 Unrealized
CARRIZO OIL & GAS INC 0.4%
Value ($000) $1,118 Shares 111,560 Est. Cost $27.75 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $719 Shares 5,164 Est. Cost $84.64 Unrealized +35.6%
FBT FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $687 Shares 4,875 Est. Cost $132.92 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $668 Shares 6,027 Est. Cost $109.97 Unrealized -1.8%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $649 Shares 12,247 Est. Cost $52.99 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $609 Shares 3,600 Est. Cost $100.79 Unrealized +46.6%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $430 Shares 10,000 Est. Cost $19.39 Unrealized +98.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $400 Shares 8,444 Est. Cost $38.65 Unrealized +1.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $330 Shares 1,547 Est. Cost $172.81 Unrealized +19.7%
TGT TARGET CORP 0.1%
Value ($000) $329 Shares 3,804 Est. Cost $46.79 Unrealized +44.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $308 Shares 1,504 Est. Cost $32.02 Unrealized +30.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $287 Shares 1,269 Est. Cost $145.63 Unrealized +21.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $272 Shares 1,312 Est. Cost $135.99 Unrealized +24.8%
INTC INTEL CORP 0.1%
Value ($000) $271 Shares 5,667 Est. Cost $37.27 Unrealized +15.6%
VIG VANGUARD GROUP 0.1%
Value ($000) $265 Shares 2,300 Est. Cost $115.22 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $262 Shares 2,342 Est. Cost $82.77 Unrealized +11.2%
GENERAL ELECTRIC CO 0.1%
Value ($000) $259 Shares 24,700 Est. Cost $10.00 Unrealized
WIX WIX COM LTD 0.1%
Value ($000) $242 Shares 1,700 Est. Cost $134.95 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $239 Shares 2,183 Est. Cost $82.07 Unrealized +10.3%
PEP PEPSICO INC 0.1%
Value ($000) $206 Shares 1,572 Est. Cost $104.74 Unrealized 0.0%
ISTB ISHARES TR 0.1%
Value ($000) $200 Shares 3,976 Est. Cost $50.30 Unrealized