0001633861-21-000002.txt : 20210420 0001633861-21-000002.hdr.sgml : 20210420 20210420130936 ACCESSION NUMBER: 0001633861-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210420 DATE AS OF CHANGE: 20210420 EFFECTIVENESS DATE: 20210420 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: 21836966 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 false false 0001633861 XXXXXXXX 03-31-2021 03-31-2021 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 /s/ Devin R. Blodgett San Ramon CA 04-20-2021 0 336 494101 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 486 2524 SH SOLE 0 0 2524 ABBOTT LABS COM 002824100 960 8015 SH SOLE 0 0 8015 ABBVIE INC COM 00287Y109 2726 25188 SH SOLE 0 0 25188 ABIOMED INC COM 003654100 234 735 SH SOLE 0 0 735 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 417 1511 SH SOLE 0 0 1511 ACTIVISION BLIZZARD INC COM 00507V109 302 3250 SH SOLE 0 0 3250 ADOBE SYSTEMS INCORPORATED COM 00724F101 1528 3215 SH SOLE 0 0 3215 ADVANCED MICRO DEVICES INC COM 007903107 1304 16607 SH SOLE 0 0 16607 AGILENT TECHNOLOGIES INC COM 00846U101 395 3106 SH SOLE 0 0 3106 AIR PRODS & CHEMS INC COM 009158106 856 3041 SH SOLE 0 0 3041 AIRBNB INC COM CL A 009066101 514 2733 SH SOLE 0 0 2733 ALASKA AIR GROUP INC COM 011659109 445 6431 SH SOLE 0 0 6431 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1212 5347 SH SOLE 0 0 5347 ALLIANCE DATA SYSTEMS CORP COM 018581108 204 1816 SH SOLE 0 0 1816 ALLSTATE CORP COM 020002101 327 2845 SH SOLE 0 0 2845 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910873405 434 47693 SH SOLE 0 0 47693 UNITED PARCEL SERVICE INC CL B 911312106 3684 21674 SH SOLE 0 0 21674 UNITED RENTALS INC COM 911363109 744 2258 SH SOLE 0 0 2258 UNITEDHEALTH GROUP INC COM 91324P102 1180 3173 SH SOLE 0 0 3173 VALMONT INDS INC COM 920253101 205 863 SH SOLE 0 0 863 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 246 2995 SH SOLE 0 0 2995 VANGUARD INDEX FDS GROWTH ETF 922908736 6228 24230 SH SOLE 0 0 24230 VANGUARD INDEX FDS SMALL CP ETF 922908751 761 3553 SH SOLE 0 0 3553 VANGUARD INDEX FDS TOTAL STK MKT 922908769 687 3324 SH SOLE 0 0 3324 VANGUARD INDEX FDS LARGE CAP ETF 922908637 477 2575 SH SOLE 0 0 2575 VANGUARD INDEX FDS MID CAP ETF 922908629 519 2347 SH SOLE 0 0 2347 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1325 14426 SH SOLE 0 0 14426 VANGUARD INDEX FDS VALUE ETF 922908744 6519 49587 SH SOLE 0 0 49587 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 776 2130 SH SOLE 0 0 2130 VANGUARD INDEX FDS SM CP VAL ETF 922908611 332 2007 SH SOLE 0 0 2007 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6505 124985 SH SOLE 0 0 124985 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 538 8545 SH SOLE 0 0 8545 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 294 1997 SH SOLE 0 0 1997 VANGUARD STAR FDS VG TL INTL STK F 921909768 306 4884 SH SOLE 0 0 4884 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1740 35421 SH SOLE 0 0 35421 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 233 2309 SH SOLE 0 0 2309 VANGUARD WORLD FD ESG US STK ETF 921910733 1046 14180 SH SOLE 0 0 14180 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1376 6645 SH SOLE 0 0 6645 VANGUARD WORLD FDS INF TECH ETF 92204A702 313 873 SH SOLE 0 0 873 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 385 1681 SH SOLE 0 0 1681 VARIAN MED SYS INC COM 92220P105 326 1844 SH SOLE 0 0 1844 VEDANTA LIMITED SPONSORED ADR 92242Y100 171 13574 SH SOLE 0 0 13574 VERIZON COMMUNICATIONS INC COM 92343V104 5282 90833 SH SOLE 0 0 90833 VIACOMCBS INC CL B 92556H206 254 5641 SH SOLE 0 0 5641 VISA INC COM CL A 92826C839 1679 7929 SH SOLE 0 0 7929 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 211 11427 SH SOLE 0 0 11427 VORNADO RLTY TR SH BEN INT 929042109 384 8465 SH SOLE 0 0 8465 VOYA FINANCIAL INC COM 929089100 210 3301 SH SOLE 0 0 3301 WALMART INC COM 931142103 975 7179 SH SOLE 0 0 7179 WASTE MGMT INC DEL COM 94106L109 2646 20509 SH SOLE 0 0 20509 WELLS FARGO CO NEW COM 949746101 786 20120 SH SOLE 0 0 20120 WELLTOWER INC COM 95040Q104 970 13538 SH SOLE 0 0 13538 WESTERN UN CO COM 959802109 351 14251 SH SOLE 0 0 14251 WEYERHAEUSER CO MTN BE COM NEW 962166104 537 15078 SH SOLE 0 0 15078 WHIRLPOOL CORP COM 963320106 435 1976 SH SOLE 0 0 1976 WILLIAMS COS INC COM 969457100 273 11519 SH SOLE 0 0 11519 YUM BRANDS INC COM 988498101 220 2034 SH SOLE 0 0 2034 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 215 443 SH SOLE 0 0 443 ZIONS BANCORPORATION N A COM 989701107 222 4031 SH SOLE 0 0 4031 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2000 6224 SH SOLE 0 0 6224