Bedell Frazier Investment Counselling, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$392.8M

Holdings

102

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
GQ9SPDR GOLD TR
$44.1M
AAPLAPPLE INC
$34.7M
AMZNAMAZON COM INC
$21.0M
UTFCOHEN & STEERS INFRASTRUCTUR
$12.7M
KOCOCA COLA CO
$11.7M
GOOGLALPHABET INC
$11.6M
MSFTMICROSOFT CORP
$10.7M
SPYSPDR S&P 500 ETF TR
$10.3M
LMTLOCKHEED MARTIN CORP
$10.1M
JNJJOHNSON & JOHNSON
$10.0M
PDBCINVESCO ACTVELY MNGD ETC FD
$10.0M
XLUSELECT SECTOR SPDR TR
$9.3M
XOMEXXON MOBIL CORP
$9.1M
IBMINTERNATIONAL BUSINESS MACHS
$8.3M
DISDISNEY WALT CO
$7.6M
UNHUNITEDHEALTH GROUP INC
$7.6M
GDXVANECK ETF TRUST
$7.5M
SLVISHARES SILVER TR
$7.1M
UBERUBER TECHNOLOGIES INC
$6.8M
XLVSELECT SECTOR SPDR TR
$6.4M
ULUNILEVER PLC
$5.8M
NKENIKE INC
$5.6M
BACVERIZON COMMUNICATIONS INC
$5.4M
NVDANVIDIA CORPORATION
$5.0M
DYHTARGET CORP
$5.0M
REGNREGENERON PHARMACEUTICALS
$5.0M
BACBANK AMERICA CORP
$4.9M
COSTCOSTCO WHSL CORP NEW
$4.9M
FCXFREEPORT-MCMORAN INC
$4.3M
ROKROCKWELL AUTOMATION INC
$4.2M
SLBSCHLUMBERGER LTD
$4.1M
EQTEQT CORP
$4.1M
PHOINVESCO EXCHANGE TRADED FD T
$4.1M
VOOVANGUARD INDEX FDS
$3.9M
LLYELI LILLY & CO
$3.5M
ROKUROKU INC
$3.5M
JPMJPMORGAN CHASE & CO.
$3.4M
CVXCHEVRON CORP NEW
$3.1M
TRVCCITIGROUP INC
$3.0M
CELHCELSIUS HLDGS INC
$3.0M
STZCONSTELLATION BRANDS INC
$2.9M
EOGEOG RES INC
$2.8M
NFLXNETFLIX INC
$2.6M
AGGISHARES TR
$2.1M
AVGOBROADCOM INC
$2.0M
CSCOCISCO SYS INC
$2.0M
MCDMCDONALDS CORP
$1.8M
MARMARRIOTT INTL INC NEW
$1.8M
XLBSELECT SECTOR SPDR TR
$1.8M
HDHOME DEPOT INC
$1.8M
BABOEING CO
$1.7M
VVISA INC
$1.5M
GSGOLDMAN SACHS GROUP INC
$1.5M
XLISELECT SECTOR SPDR TR
$1.5M
METAMETA PLATFORMS INC
$1.3M
BCALCALIFORNIA BANCORP
$1.1M
CPTCAMDEN PPTY TR
$987K
FBTFIRST TR EXCHANGE-TRADED FD
$986K
LRCXLAM RESEARCH CORP
$977K
SOSOUTHERN CO
$953K
HACKAMPLIFY ETF TR
$854K
GOOGALPHABET INC
$732K
TTTRANE TECHNOLOGIES PLC
$630K
GBTCGRAYSCALE BITCOIN TRUST ETF
$614K
PANWPALO ALTO NETWORKS INC
$593K
DLTRDOLLAR TREE INC
$591K
INDAISHARES TR
$588K
PFEPFIZER INC
$578K
AMDADVANCED MICRO DEVICES INC
$536K
CRSPCRISPR THERAPEUTICS AG
$502K
CBCHUBB LIMITED
$496K
USFRWISDOMTREE TR
$483K
ETNEATON CORP PLC
$475K
DVNDEVON ENERGY CORP NEW
$460K
TSLATESLA INC
$457K
ABTABBOTT LABS
$437K
ABBVABBVIE INC
$406K
VIGVANGUARD SPECIALIZED FUNDS
$397K
WFCWELLS FARGO CO NEW
$395K
NEENEXTERA ENERGY INC
$393K
XLRESELECT SECTOR SPDR TR
$382K
PGPROCTER AND GAMBLE CO
$378K
ADBEADOBE INC
$376K
RTXRTX CORPORATION
$362K
VRTVERTIV HOLDINGS CO
$361K
WMTWALMART INC
$327K
NOBLPROSHARES TR
$324K
DONSPDR DOW JONES INDL AVERAGE
$307K
APDAIR PRODS & CHEMS INC
$302K
CRWDCROWDSTRIKE HLDGS INC
$271K
CCOCAMECO CORP
$257K
MAMASTERCARD INCORPORATED
$254K
MDYSPDR S&P MIDCAP 400 ETF TR
$252K
EPDENTERPRISE PRODS PARTNERS L
$238K
ACWXISHARES TR
$235K
SNOWSNOWFLAKE INC
$233K
XLKSELECT SECTOR SPDR TR
$228K
GEGE AEROSPACE
$221K
MDTMEDTRONIC PLC
$216K
AXPAMERICAN EXPRESS CO
$215K
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