0001606587-20-000629.txt : 20200508 0001606587-20-000629.hdr.sgml : 20200508 20200508114916 ACCESSION NUMBER: 0001606587-20-000629 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200508 DATE AS OF CHANGE: 20200508 EFFECTIVENESS DATE: 20200508 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: 20859450 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 03-31-2020 03-31-2020 false Intersect Capital LLC

12657 ALCOSTA BLVD. SUITE 500 SAN RAMON CA 94583

13F HOLDINGS REPORT 028-16773 N DEVIN R. BLODGETT 925-498-1937 DEVIN R. BLODGETT SAN RAMON CA 05-07-2020 0 166 251496 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q866 488 141995 SH SOLE NONE 0 0 141995 AT&T INC COM 00206R102 5429 186248 SH SOLE NONE 0 0 186248 ABBOTT LABS COM 002824100 542 6868 SH SOLE NONE 0 0 6868 ABBVIE INC COM 00287Y109 1735 22777 SH SOLE NONE 0 0 22777 ADOBE INC COM 00724F101 896 2817 SH SOLE NONE 0 0 2817 ADVANCED MICRO DEVICES INC COM 007903107 362 7968 SH SOLE NONE 0 0 7968 AGILENT TECHNOLOGIES INC COM 00846U101 691 9646 SH SOLE NONE 0 0 9646 AIR PRODS & CHEMS INC COM 009158106 455 2277 SH SOLE NONE 0 0 2277 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1087 5589 SH SOLE NONE 0 0 5589 ALPHABET INC CAP STK CL C 02079K107 593 510 SH SOLE NONE 0 0 510 ALPHABET INC CAP STK CL A 02079K305 3223 2774 SH SOLE NONE 0 0 2774 ALTRIA GROUP INC COM 02209S103 498 12878 SH SOLE NONE 0 0 12878 AMAZON COM INC COM 023135106 4463 2289 SH SOLE NONE 0 0 2289 AMERICAN EXPRESS CO COM 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670 4658 SH SOLE NONE 0 0 4658 ISHARES TR RUS 1000 VAL ETF 464287598 543 5475 SH SOLE NONE 0 0 5475 ISHARES TR RUS 1000 GRW ETF 464287614 38225 253731 SH SOLE NONE 0 0 253731 ISHARES TR RUS 1000 ETF 464287622 1569 11084 SH SOLE NONE 0 0 11084 ISHARES TR RUS 2000 GRW ETF 464287648 1295 8186 SH SOLE NONE 0 0 8186 ISHARES TR RUSSELL 2000 ETF 464287655 4786 41813 SH SOLE NONE 0 0 41813 ISHARES TR CORE S&P SCP ETF 464287804 224 3990 SH SOLE NONE 0 0 3990 ISHARES TR MSCI AC ASIA ETF 464288182 928 15533 SH SOLE NONE 0 0 15533 ISHARES TR INTL SEL DIV ETF 464288448 808 35743 SH SOLE NONE 0 0 35743 ISHARES TR PFD AND INCM SEC 464288687 18256 573358 SH SOLE NONE 0 0 573358 JPMORGAN CHASE & CO COM 46625H100 3969 44088 SH SOLE NONE 0 0 44088 JOHNSON & JOHNSON COM 478160104 4783 36478 SH SOLE NONE 0 0 36478 KIMBERLY CLARK CORP COM 494368103 2928 22897 SH SOLE NONE 0 0 22897 L3HARRIS TECHNOLOGIES INC COM 502431109 207 1151 SH SOLE NONE 0 0 1151 LIFE STORAGE INC COM 53223X107 1202 12714 SH SOLE NONE 0 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