0001606587-17-000287.txt : 20170508
0001606587-17-000287.hdr.sgml : 20170508
20170508144914
ACCESSION NUMBER: 0001606587-17-000287
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170508
DATE AS OF CHANGE: 20170508
EFFECTIVENESS DATE: 20170508
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Intersect Capital LLC
CENTRAL INDEX KEY: 0001633861
IRS NUMBER: 943284989
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16773
FILM NUMBER: 17821793
BUSINESS ADDRESS:
STREET 1: 12657 ALCOSTA BLVD.
STREET 2: SUITE 500
CITY: SAN RAMON
STATE: CA
ZIP: 94583
BUSINESS PHONE: 925-498-1937
MAIL ADDRESS:
STREET 1: 12657 ALCOSTA BLVD.
STREET 2: SUITE 500
CITY: SAN RAMON
STATE: CA
ZIP: 94583
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001633861
XXXXXXXX
03-31-2017
03-31-2017
false
Intersect Capital LLC
12657 ALCOSTA BLVD.
SUITE 500
SAN RAMON
CA
94583
13F HOLDINGS REPORT
028-16773
N
DEVIN R. BLODGETT
CCO
925-498-1937
DEVIN R. BLODGETT
SAN RAMON
CA
05-08-2017
0
88
114811
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
A T & T Corp
COM
00206R102
5191
124939
SH
SOLE
NONE
0
0
124939
Abbvie Inc
COM
00287Y109
765
11742
SH
SOLE
NONE
0
0
11742
Alerian MLP ETF
ALERIAN MLP
00162Q866
2877
226385
SH
SOLE
NONE
0
0
226385
Altria Group Inc.
COM
02209S103
1153
16143
SH
SOLE
NONE
0
0
16143
Amerigas Partners Lp
UNIT L P INT
030975106
951
20185
SH
SOLE
NONE
0
0
20185
Apple Computer Inc
COM
037833100
3931
27363
SH
SOLE
NONE
0
0
27363
Boeing Co
COM
097023105
1489
8416
SH
SOLE
NONE
0
0
8416
Bristol-Myers Squibb Co
COM
110122108
588
10810
SH
SOLE
NONE
0
0
10810
C V S Corp Del
COM
126650100
405
5163
SH
SOLE
NONE
0
0
5163
Chanticleer Holdi 17 Wts
*W EXP 06/11/201
15930P131
8
123783
SH
SOLE
NONE
0
0
123783
Chanticleer Holdings
COM PAR $.0001 N
15930P404
45
123783
SH
SOLE
NONE
0
0
123783
Chevrontexaco Corp
COM
166764100
2268
21121
SH
SOLE
NONE
0
0
21121
Cisco Systems Inc
COM
17275R102
725
21452
SH
SOLE
NONE
0
0
21452
Coca Cola Company
COM
191216100
207
4884
SH
SOLE
NONE
0
0
4884
Conocophillips
COM
20825C104
730
14642
SH
SOLE
NONE
0
0
14642
Costco Whsl Corp New
COM
22160K105
371
2211
SH
SOLE
NONE
0
0
2211
Cummins Inc
COM
231021106
771
5100
SH
SOLE
NONE
0
0
5100
Direxion Daily S&P 500
DLY S&P 500 BEAR
25459Y371
163
18000
SH
SOLE
NONE
0
0
18000
Disney Walt Hldg Co
COM DISNEY
254687106
380
3350
SH
SOLE
NONE
0
0
3350
Eaton Vance Fl Rt In Tr
COM SHS BEN INT
278284104
3702
244487
SH
SOLE
NONE
0
0
244487
Energy Transfer Partners
UNIT LTD PARTN
29273R109
493
13496
SH
SOLE
NONE
0
0
13496
Enterprise Prd Prtnrs Lp
COM
293792107
587
21253
SH
SOLE
NONE
0
0
21253
Exelon Corporation
COM
30161N101
549
15256
SH
SOLE
NONE
0
0
15256
Extra Space Storage Inc
COM
30225T102
2232
30000
SH
SOLE
NONE
0
0
30000
Exxon Mobil Corporation
COM
30231G102
235
2859
SH
SOLE
NONE
0
0
2859
Facebook Inc Class A
CL A
30303M102
2265
15942
SH
SOLE
NONE
0
0
15942
General Electric Company
COM
369604103
3643
122243
SH
SOLE
NONE
0
0
122243
Gilead Sciences Inc
COM
375558103
286
4214
SH
SOLE
NONE
0
0
4214
Health Care Ppty Inv Inc
COM
40414L109
937
29953
SH
SOLE
NONE
0
0
29953
Home Depot Inc
COM
437076102
309
2104
SH
SOLE
NONE
0
0
2104
Honeywell International
COM
438516106
250
2000
SH
SOLE
NONE
0
0
2000
Hsbc Hldgs Plc
SPON ADR NEW
404280406
482
11813
SH
SOLE
NONE
0
0
11813
Intel Corp
COM
458140100
3052
84601
SH
SOLE
NONE
0
0
84601
International Paper Co
COM
460146103
869
17115
SH
SOLE
NONE
0
0
17115
Intl Business Machines
COM
459200101
559
3210
SH
SOLE
NONE
0
0
3210
Ishares Msci Eafe Index
CORE MSCI EAFE
46432F842
813
13054
SH
SOLE
NONE
0
0
13054
Ishares Core S&P Small Cap
CORE S&P SCP ETF
464287804
426
6153
SH
SOLE
NONE
0
0
6153
Ishares Dow Jones Dividend
DOW JONES US ETF
464287846
241
2647
SH
SOLE
NONE
0
0
2647
Ishares Msci All Asia ex Japan
MSCI AUST ETF
464286103
632
10042
SH
SOLE
NONE
0
0
10042
iShares MSCI Emerging Markets
CORE MSCI EMKT
46434G103
321
6710
SH
SOLE
NONE
0
0
6710
Ishares Msci Emrg Mkt Fd
MSCI EMG MKT ETF
464287234
721
18313
SH
SOLE
NONE
0
0
18313
Ishares Russell 1000 Growth
RUS 1000 GRW ETF
464287614
9836
86434
SH
SOLE
NONE
0
0
86434
Ishares Russell 1000 Large Cap
RUS 1000 ETF
464287622
337
2564
SH
SOLE
NONE
0
0
2564
Ishares Russell 1000 Value
RUS 1000 VAL ETF
464287598
293
2545
SH
SOLE
NONE
0
0
2545
Ishares Russell 2000
RUSSELL 2000 ETF
464287655
2346
17066
SH
SOLE
NONE
0
0
17066
Ishares Russell 2000 Growth
RUS 2000 GRW ETF
464287648
302
1871
SH
SOLE
NONE
0
0
1871
Ishares Russell Midcap
RUS MID CAP ETF
464287499
1159
6190
SH
SOLE
NONE
0
0
6190
Ishares Russell Midcap Growth
RUS MD CP GR ETF
464287481
336
3241
SH
SOLE
NONE
0
0
3241
iShares S&P 500
CORE S&P500 ETF
464287200
4031
16989
SH
SOLE
NONE
0
0
16989
Ishares S&P U S Pfd Fund
U.S. PFD STK ETF
464288687
11999
310039
SH
SOLE
NONE
0
0
310039
Ishares Tr S&P Midcap
CORE S&P MCP ETF
464287507
600
3505
SH
SOLE
NONE
0
0
3505
J P Morgan & Co.
COM
46625H100
1159
13196
SH
SOLE
NONE
0
0
13196
Johnson & Johnson
COM
478160104
2785
22361
SH
SOLE
NONE
0
0
22361
Kb Home
COM
48666K109
209
10500
SH
SOLE
NONE
0
0
10500
Kimberly-Clark Corp
COM
494368103
1948
14800
SH
SOLE
NONE
0
0
14800
Kinder Morgan Inc
COM
49456B101
240
11042
SH
SOLE
NONE
0
0
11042
Lilly Eli & Company
COM
532457108
702
8346
SH
SOLE
NONE
0
0
8346
Magna Intl Inc
COM
559222401
396
9180
SH
SOLE
NONE
0
0
9180
Mc Donalds Corp
COM
580135101
1378
10634
SH
SOLE
NONE
0
0
10634
Merck & Co Inc New
COM
58933Y105
2737
43079
SH
SOLE
NONE
0
0
43079
Microsoft Corp
COM
594918104
2084
31647
SH
SOLE
NONE
0
0
31647
Minnesota Mining & Mfg
COM
88579Y101
225
1176
SH
SOLE
NONE
0
0
1176
Neuberger Berman Calif
COM
64123C101
202
14569
SH
SOLE
NONE
0
0
14569
Nike Inc Class B
CL B
654106103
432
7745
SH
SOLE
NONE
0
0
7745
Oracle Corporation
COM
68389X105
454
10177
SH
SOLE
NONE
0
0
10177
P G & E Corp
COM
69331C108
364
5477
SH
SOLE
NONE
0
0
5477
Pfizer Incorporated
COM
717081103
1254
36667
SH
SOLE
NONE
0
0
36667
Philip Morris Intl Inc
COM
718172109
797
7055
SH
SOLE
NONE
0
0
7055
Powershares Qqq TRUST
UNIT SER 1
73935A104
464
3505
SH
SOLE
NONE
0
0
3505
Procter & Gamble Co
COM
742718109
2756
30672
SH
SOLE
NONE
0
0
30672
Pub Svc Enterprise Group
COM
744573106
318
7170
SH
SOLE
NONE
0
0
7170
Salesforce Com
COM
79466L302
221
2682
SH
SOLE
NONE
0
0
2682
SPDR Gold TRUST
GOLD SHS
78463V107
251
2115
SH
SOLE
NONE
0
0
2115
Starbucks Corp
COM
855244109
397
6805
SH
SOLE
NONE
0
0
6805
Sysco Corporation
COM
871829107
471
9080
SH
SOLE
NONE
0
0
9080
The Southern Company
COM
842587107
201
4030
SH
SOLE
NONE
0
0
4030
Unilever Plc Adr New
SPON ADR NEW
904767704
622
12605
SH
SOLE
NONE
0
0
12605
United Parcel Service B
CL B
911312106
1102
10274
SH
SOLE
NONE
0
0
10274
Vanguard Emerging Market
FTSE EMR MKT ETF
922042858
1389
34978
SH
SOLE
NONE
0
0
34978
Vanguard Growth
GROWTH ETF
922908736
1826
15012
SH
SOLE
NONE
0
0
15012
Vanguard Large Cap
LARGE CAP ETF
922908637
512
4740
SH
SOLE
NONE
0
0
4740
Vanguard Mid Cap ETF
MID CAP ETF
922908629
382
2746
SH
SOLE
NONE
0
0
2746
Vanguard Small Cap ETF
SMALL CP ETF
922908751
371
2786
SH
SOLE
NONE
0
0
2786
Vanguard Value
VALUE ETF
922908744
222
2327
SH
SOLE
NONE
0
0
2327
Verizon Communications
COM
92343V104
3657
75013
SH
SOLE
NONE
0
0
75013
Waste Management Inc Del
COM
94106L109
1325
18177
SH
SOLE
NONE
0
0
18177
Wells Fargo & Co New
COM
949746101
2178
39132
SH
SOLE
NONE
0
0
39132
Yahoo! Inc
COM
984332106
919
19812
SH
SOLE
NONE
0
0
19812