Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 5, 2020

Total Value ($000): $279,674 (100.0% shares, 0.0% debt)

Holdings (73)

AAPL APPLE INC 9.7%
Value ($000) $27,257 Shares 235,359 Est. Cost $85.94 Unrealized +23.3%
GLD SPDR GOLD TR 7.8%
Value ($000) $21,694 Shares 122,482 Est. Cost $127.13 Unrealized
AMZN AMAZON COM INC 4.8%
Value ($000) $13,514 Shares 4,292 Est. Cost $49.86 Unrealized +216.2%
GDX VANECK VECTORS ETF TR 3.5%
Value ($000) $9,796 Shares 250,157 Est. Cost $22.28 Unrealized
XLV SELECT SECTOR SPDR TR 3.5%
Value ($000) $9,715 Shares 92,102 Est. Cost $91.36 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $9,333 Shares 44,373 Est. Cost $110.27 Unrealized +82.1%
GLD SPDR GOLD TR 3.1%
Value ($000) $8,803 Shares 49,700 Est. Cost $127.13 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $7,285 Shares 48,934 Est. Cost $107.31 Unrealized +18.4%
FDX FEDEX CORP 2.5%
Value ($000) $7,084 Shares 28,164 Est. Cost $174.45 Unrealized +3.7%
DIS DISNEY WALT CO 2.5%
Value ($000) $6,911 Shares 55,697 Est. Cost $80.92 Unrealized +50.9%
Z ZILLOW GROUP INC 2.4%
Value ($000) $6,848 Shares 67,413 Est. Cost $36.17 Unrealized +116.0%
SBUX STARBUCKS CORP 2.3%
Value ($000) $6,497 Shares 75,623 Est. Cost $65.68 Unrealized +7.8%
BAC BK OF AMERICA CORP 2.3%
Value ($000) $6,443 Shares 267,444 Est. Cost $11.39 Unrealized +91.6%
PROSHARES TR 2.3%
Value ($000) $6,361 Shares 673,140 Est. Cost $25.49 Unrealized
GOOGL ALPHABET INC 2.2%
Value ($000) $6,273 Shares 4,280 Est. Cost $38.15 Unrealized +98.2%
VTV VANGUARD INDEX FDS 2.2%
Value ($000) $6,194 Shares 59,268 Est. Cost $99.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.2%
Value ($000) $6,086 Shares 28,580 Est. Cost $207.90 Unrealized -1.6%
CVS CVS HEALTH CORP 2.1%
Value ($000) $5,979 Shares 102,380 Est. Cost $54.04 Unrealized -3.1%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $5,968 Shares 61,997 Est. Cost $85.41 Unrealized +0.0%
XYZ SQUARE INC 2.0%
Value ($000) $5,714 Shares 35,150 Est. Cost $69.43 Unrealized +103.4%
KO COCA COLA CO 2.0%
Value ($000) $5,576 Shares 112,940 Est. Cost $44.82 Unrealized -9.0%
ABBV ABBVIE INC 1.9%
Value ($000) $5,349 Shares 61,073 Est. Cost $67.72 Unrealized +12.7%
T AT&T INC 1.8%
Value ($000) $5,066 Shares 177,689 Est. Cost $15.18 Unrealized +2.5%
SFM SPROUTS FMRS MKT INC 1.7%
Value ($000) $4,736 Shares 226,290 Est. Cost $23.05 Unrealized +3.9%
BAX BAXTER INTL INC 1.6%
Value ($000) $4,544 Shares 56,505 Est. Cost $75.21 Unrealized 0.0%
NTR NUTRIEN LTD 1.6%
Value ($000) $4,358 Shares 111,090 Est. Cost $30.69 Unrealized 0.0%
TWITTER INC 1.5%
Value ($000) $4,285 Shares 96,297 Est. Cost $27.24 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value ($000) $4,032 Shares 117,440 Est. Cost $52.45 Unrealized -38.4%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $3,780 Shares 9,863 Est. Cost $329.03 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $3,659 Shares 63,583 Est. Cost $54.50 Unrealized -1.5%
CSCO CISCO SYS INC 1.3%
Value ($000) $3,642 Shares 92,450 Est. Cost $36.72 Unrealized +0.9%
WDAY WORKDAY INC 1.2%
Value ($000) $3,276 Shares 15,228 Est. Cost $168.48 Unrealized +17.4%
SLV ISHARES SILVER TR 1.1%
Value ($000) $3,098 Shares 143,150 Est. Cost $17.01 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $3,044 Shares 25,780 Est. Cost $118.10 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.1%
Value ($000) $2,986 Shares 36,425 Est. Cost $74.25 Unrealized 0.0%
SNAP SNAP INC 1.0%
Value ($000) $2,743 Shares 105,050 Est. Cost $23.26 Unrealized 0.0%
1LIFE HEALTHCARE INC 0.9%
Value ($000) $2,607 Shares 91,910 Est. Cost $34.15 Unrealized
REGN REGENERON PHARMACEUTICALS 0.8%
Value ($000) $2,352 Shares 4,201 Est. Cost $410.21 Unrealized +47.0%
PROSHARES TR 0.7%
Value ($000) $1,984 Shares 124,370 Est. Cost $19.40 Unrealized
MTCH MATCH GROUP INC NEW 0.7%
Value ($000) $1,976 Shares 17,861 Est. Cost $103.47 Unrealized 0.0%
TLT ISHARES TR 0.7%
Value ($000) $1,921 Shares 11,766 Est. Cost $143.11 Unrealized
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $1,770 Shares 48,512 Est. Cost $31.22 Unrealized +5.7%
VIACOMCBS INC 0.6%
Value ($000) $1,751 Shares 62,516 Est. Cost $14.01 Unrealized
DRAFTKINGS INC 0.6%
Value ($000) $1,703 Shares 28,945 Est. Cost $58.84 Unrealized
AEROJET ROCKETDYNE HLDGS INC 0.5%
Value ($000) $1,478 Shares 37,055 Est. Cost $39.67 Unrealized
SLACK TECHNOLOGIES INC 0.5%
Value ($000) $1,440 Shares 53,610 Est. Cost $30.80 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,081 Shares 3,228 Est. Cost $260.88 Unrealized
AMLP ALPS ETF TR 0.4%
Value ($000) $1,003 Shares 50,213 Est. Cost $24.68 Unrealized
ILMN ILLUMINA INC 0.3%
Value ($000) $961 Shares 3,108 Est. Cost $279.63 Unrealized +23.2%
FBT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $786 Shares 4,995 Est. Cost $132.82 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $758 Shares 10,523 Est. Cost $70.55 Unrealized -5.7%
UNP UNION PAC CORP 0.3%
Value ($000) $709 Shares 3,600 Est. Cost $100.79 Unrealized +63.6%
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $611 Shares 10,899 Est. Cost $52.99 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $596 Shares 4,027 Est. Cost $109.97 Unrealized +32.6%
TGT TARGET CORP 0.2%
Value ($000) $595 Shares 3,778 Est. Cost $46.79 Unrealized +153.6%
2U INC 0.2%
Value ($000) $539 Shares 15,912 Est. Cost $37.93 Unrealized
WIX WIX COM LTD 0.2%
Value ($000) $484 Shares 1,900 Est. Cost $177.34 Unrealized +55.5%
TSLA TESLA INC 0.2%
Value ($000) $429 Shares 1,000 Est. Cost $118.07 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $382 Shares 10,000 Est. Cost $19.39 Unrealized +98.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $362 Shares 1,305 Est. Cost $32.02 Unrealized +88.3%
IBB ISHARES TR 0.1%
Value ($000) $361 Shares 2,666 Est. Cost $135.41 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $315 Shares 1,058 Est. Cost $145.63 Unrealized +72.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $305 Shares 2,197 Est. Cost $82.44 Unrealized +41.1%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $296 Shares 2,300 Est. Cost $115.58 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $286 Shares 1,305 Est. Cost $135.99 Unrealized +33.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $268 Shares 963 Est. Cost $278.30 Unrealized
NKE NIKE INC 0.1%
Value ($000) $251 Shares 1,999 Est. Cost $99.64 Unrealized 0.0%
NICE NICE LTD 0.1%
Value ($000) $250 Shares 1,100 Est. Cost $189.09 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $250 Shares 509 Est. Cost $372.20 Unrealized +25.0%
INTC INTEL CORP 0.1%
Value ($000) $250 Shares 4,828 Est. Cost $37.61 Unrealized +23.7%
GOOG ALPHABET INC 0.1%
Value ($000) $223 Shares 152 Est. Cost $67.55 Unrealized +12.1%
DXCM DEXCOM INC 0.1%
Value ($000) $206 Shares 500 Est. Cost $89.45 Unrealized +16.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $206 Shares 3,460 Est. Cost $42.57 Unrealized 0.0%