Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $247,938 (100.0% shares, 0.0% debt)

Holdings (64)

AAPL APPLE INC 8.8%
Value ($000) $21,900 Shares 60,032 Est. Cost $27.46 Unrealized +173.4%
GLD SPDR GOLD TR 8.1%
Value ($000) $20,183 Shares 120,589 Est. Cost $126.34 Unrealized
GDX VANECK VECTORS ETF TR 5.2%
Value ($000) $12,970 Shares 353,602 Est. Cost $22.28 Unrealized
AMZN AMAZON COM INC 4.9%
Value ($000) $12,164 Shares 4,409 Est. Cost $49.86 Unrealized +142.2%
DIS DISNEY WALT CO 4.4%
Value ($000) $11,019 Shares 98,815 Est. Cost $80.92 Unrealized +33.3%
ABBV ABBVIE INC 4.0%
Value ($000) $9,968 Shares 101,530 Est. Cost $67.72 Unrealized +4.1%
XLV SELECT SECTOR SPDR TR 3.9%
Value ($000) $9,617 Shares 96,100 Est. Cost $91.36 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $9,257 Shares 45,485 Est. Cost $110.27 Unrealized +56.9%
PROSHARES TR 3.6%
Value ($000) $8,847 Shares 697,710 Est. Cost $25.49 Unrealized
JNJ JOHNSON & JOHNSON 2.8%
Value ($000) $6,847 Shares 48,690 Est. Cost $107.31 Unrealized +15.8%
BAC BK OF AMERICA CORP 2.6%
Value ($000) $6,453 Shares 271,698 Est. Cost $11.39 Unrealized +80.6%
CVS CVS HEALTH CORP 2.5%
Value ($000) $6,116 Shares 94,130 Est. Cost $54.19 Unrealized -2.9%
GOOGL ALPHABET INC 2.4%
Value ($000) $6,064 Shares 4,276 Est. Cost $38.15 Unrealized +75.4%
VTV VANGUARD INDEX FDS 2.4%
Value ($000) $6,062 Shares 60,872 Est. Cost $99.59 Unrealized
SBUX STARBUCKS CORP 2.4%
Value ($000) $5,871 Shares 79,783 Est. Cost $65.68 Unrealized +1.0%
FDX FEDEX CORP 2.3%
Value ($000) $5,770 Shares 41,149 Est. Cost $174.45 Unrealized -35.1%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $5,207 Shares 116,426 Est. Cost $52.45 Unrealized -33.6%
ORCL ORACLE CORP 2.0%
Value ($000) $5,065 Shares 91,646 Est. Cost $43.12 Unrealized +13.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $5,047 Shares 28,273 Est. Cost $207.93 Unrealized -12.2%
KO COCA COLA CO 2.0%
Value ($000) $5,001 Shares 111,935 Est. Cost $44.82 Unrealized -13.6%
SFM SPROUTS FMRS MKT INC 2.0%
Value ($000) $4,921 Shares 192,290 Est. Cost $22.89 Unrealized 0.0%
T AT&T INC 1.9%
Value ($000) $4,788 Shares 158,389 Est. Cost $15.13 Unrealized +2.4%
XYZ SQUARE INC 1.9%
Value ($000) $4,610 Shares 43,930 Est. Cost $69.43 Unrealized +10.3%
Z ZILLOW GROUP INC 1.9%
Value ($000) $4,606 Shares 79,948 Est. Cost $36.17 Unrealized +37.3%
CSCO CISCO SYS INC 1.5%
Value ($000) $3,780 Shares 81,040 Est. Cost $36.67 Unrealized +0.9%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $3,598 Shares 46,767 Est. Cost $55.25 Unrealized +11.2%
RTX RAYTHEON TECHNOLOGIES CORP 1.4%
Value ($000) $3,445 Shares 55,903 Est. Cost $54.61 Unrealized 0.0%
TWITTER INC 1.2%
Value ($000) $2,910 Shares 97,675 Est. Cost $27.24 Unrealized
WDAY WORKDAY INC 1.2%
Value ($000) $2,900 Shares 15,476 Est. Cost $168.48 Unrealized -4.1%
REGN REGENERON PHARMACEUTICALS 1.1%
Value ($000) $2,675 Shares 4,289 Est. Cost $410.21 Unrealized +37.6%
PROSHARES TR 1.0%
Value ($000) $2,467 Shares 127,180 Est. Cost $19.40 Unrealized
1LIFE HEALTHCARE INC 1.0%
Value ($000) $2,427 Shares 66,820 Est. Cost $36.32 Unrealized
SLV ISHARES SILVER TR 1.0%
Value ($000) $2,421 Shares 142,351 Est. Cost $17.01 Unrealized
TLT ISHARES TR 0.8%
Value ($000) $2,085 Shares 12,716 Est. Cost $143.11 Unrealized
CHGG CHEGG INC 0.8%
Value ($000) $1,918 Shares 28,520 Est. Cost $53.43 Unrealized 0.0%
VIACOMCBS INC 0.6%
Value ($000) $1,606 Shares 68,853 Est. Cost $14.01 Unrealized
AMLP ALPS ETF TR 0.6%
Value ($000) $1,593 Shares 64,534 Est. Cost $24.68 Unrealized
SLACK TECHNOLOGIES INC 0.6%
Value ($000) $1,549 Shares 49,815 Est. Cost $31.10 Unrealized
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,468 Shares 47,227 Est. Cost $31.17 Unrealized 0.0%
AEROJET ROCKETDYNE HLDGS INC 0.5%
Value ($000) $1,295 Shares 32,670 Est. Cost $39.64 Unrealized
ILMN ILLUMINA INC 0.5%
Value ($000) $1,181 Shares 3,188 Est. Cost $279.63 Unrealized +15.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $954 Shares 3,094 Est. Cost $257.67 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $944 Shares 10,575 Est. Cost $70.55 Unrealized -1.0%
FBT FIRST TR NASDAQ-100 TECH IND 0.3%
Value ($000) $842 Shares 5,020 Est. Cost $132.82 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $672 Shares 5,685 Est. Cost $118.21 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $661 Shares 4,027 Est. Cost $109.97 Unrealized +30.9%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $613 Shares 10,899 Est. Cost $52.99 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $609 Shares 3,600 Est. Cost $100.79 Unrealized +40.3%
2U INC 0.2%
Value ($000) $598 Shares 15,750 Est. Cost $37.97 Unrealized
WIX WIX COM LTD 0.2%
Value ($000) $487 Shares 1,900 Est. Cost $177.34 Unrealized 0.0%
TGT TARGET CORP 0.2%
Value ($000) $453 Shares 3,778 Est. Cost $46.79 Unrealized +109.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $361 Shares 1,505 Est. Cost $32.02 Unrealized +62.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $351 Shares 10,000 Est. Cost $19.39 Unrealized +85.7%
INTC INTEL CORP 0.1%
Value ($000) $348 Shares 5,817 Est. Cost $37.61 Unrealized +41.4%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $304 Shares 1,258 Est. Cost $145.63 Unrealized +36.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $270 Shares 2,300 Est. Cost $115.58 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $263 Shares 2,801 Est. Cost $84.75 Unrealized -3.5%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $260 Shares 2,173 Est. Cost $82.07 Unrealized +23.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $241 Shares 1,305 Est. Cost $135.99 Unrealized +18.4%
ADBE ADOBE INC 0.1%
Value ($000) $218 Shares 500 Est. Cost $370.53 Unrealized 0.0%
NICE NICE LTD 0.1%
Value ($000) $208 Shares 1,100 Est. Cost $189.09 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $206 Shares 8,054 Est. Cost $23.98 Unrealized 0.0%
DXCM DEXCOM INC 0.1%
Value ($000) $203 Shares 500 Est. Cost $89.45 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $201 Shares 142 Est. Cost $66.98 Unrealized 0.0%