ADELL HARRIMAN & CARPENTER INC Q1 2022 Filing

Filed April 29, 2022

Portfolio Value

$1.0T

Holdings

173

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (173 positions)

#StockSharesValue% PortfolioType
1
SHWSherwin Williams Co
17,555$00.00%
2
GILDGilead Sciences Inc
5,706$00.00%
3
VWOVanguard FTSE Emerging Markets
5,500$00.00%
4
DISWalt Disney Co
45,889$00.00%
5
BKLNInvesco Senior Loan
121,550$00.00%
6
URIUnited Rentals Inc
7,836$00.00%
7
COSTCostco Wholesale Corp
31,863$00.00%
8
AMZNAmazon.com Inc
10,127$00.00%
9
CSCOCisco Systems Inc
176,289$00.00%
10
NDQInvesco QQQ Trust Series 1
888$00.00%
11
IMCBiShares Morningstar Mid Cap Core Index
6,632$00.00%
12
EMREmerson Electric Co
27,361$00.00%
13
ISRGIntuitive Surgical Inc
682$00.00%
14
IYJiShares U.S. Industrials ETF
8,088$00.00%
15
PEPPepsico Incorporated
93,329$00.00%
16
SPYSPDR S&P 500 Trust
916$00.00%
17
CVSCVS Health Corp
123,865$00.00%
18
ETNEaton Corp PLC
31,386$00.00%
19
HDHome Depot Inc
58,089$00.00%
20
ABNBAirbnb Inc
3,600$00.00%
21
DUKDuke Energy Corp
4,103$00.00%
22
IYRiShares Dow Jones US Real Estate
27,484$00.00%
23
GNRCGenerac Holdings Inc.
18,831$00.00%
24
ENBEnbridge Inc
132,946$00.00%
25
MTTR*Matterport Inc A
10,000$00.00%
26
IYFiShares U.S. Financials ETF
6,148$00.00%
27
SRLNSPDR Blackstone / GSO Senior Loan ETF
401,984$00.00%
28
ABBVAbbVie Inc
179,464$00.00%
29
FIDIFidelity International High Dividend ETF
20,000$00.00%
30
WMWaste Management Inc
2,682$00.00%
31
DWXSPDR S&P Intl Divd
6,700$00.00%
32
JPSTJPMorgan Ultra-Short Income ETF
42,215$00.00%
33
ORCLOracle Corporation
50,949$00.00%
34
NVDANVIDIA Corp
93,556$00.00%
35
LHXL3 Harris Technologies Inc
9,105$00.00%
36
PFEPfizer Inc
151,042$00.00%
37
DOWDow Inc
24,680$00.00%
38
BACBank of America Corp
16,901$00.00%
39
KOCoca Cola Company
113,527$00.00%
40
AAPLApple Inc
451,168$00.00%
41
IYWiShares U.S. Technology ETF
19,828$00.00%
42
GSGoldman Sachs Group Inc
22,208$00.00%
43
XOMExxon Mobil Corporation
165,265$00.00%
44
MCDMcDonald's Corporation
38,822$00.00%
45
ADBEAdobe Inc
17,275$00.00%
46
PXDEURPioneer Natural Resources Co
949$00.00%
47
GQ9SPDR Gold Shares
3,718$00.00%
48
4I1Philip Morris International Inc
4,513$00.00%
49
AVGOBroadcom Inc
62,028$00.00%
50
DHRDanaher Corp
15,431$00.00%
51
CNPCenterpoint Energy Inc
24,111$00.00%
52
PSXPhillips 66
28,367$00.00%
53
IWFiShares Russell 1000 Growth ETF
1,085$00.00%
54
MPCMarathon Petroleum Corp
49,207$00.00%
55
COINCoinbase
1,182$00.00%
56
SLBSchlumberger NV
9,081$00.00%
57
BXBlackstone Inc
300,366$00.00%
58
PCEFInvesco CEF Income Composite
9,450$00.00%
59
DRIDarden Restaurants Inc.
39,795$00.00%
60
EQIXEquinix Inc
19,332$00.00%
61
AFWAlign Technology Inc
512$00.00%
62
CVXChevron Corp
42,216$00.00%
63
MAMastercard Inc
23,806$00.00%
64
JMSTJPMorgan Ultra-Short Municipal Inc ETF
11,750$00.00%
65
LOGILogitech Intl SA
26,125$00.00%
66
PANWPalo Alto Networks Com
34,630$00.00%
67
FBCGFidelity Blue Chip Growth ETF
23,110$00.00%
68
BMYBristol-Myers Squibb Company
2,840$00.00%
69
VVisa Inc
89,207$00.00%
70
VLOValero Energy Corp
60,426$00.00%
71
LYBLyondellbasell Industries N V
51,987$00.00%
72
MDLZMondelez Intl Inc
80,705$00.00%
73
SBUXStarbucks Corp
59,086$00.00%
74
COFCapital One Financial Corp
10,551$00.00%
75
ABTAbbott Laboratories
32,788$00.00%
76
PWRQuanta Services Inc
101,085$00.00%
77
LULULululemon Athletica Inc.
3,174$00.00%
78
PYPLPayPal Holdings Inc
13,813$00.00%
79
SUBiShares Short-Term National Muni Bond
23,765$00.00%
80
AMGNAmgen Inc
20,462$00.00%
81
NFLXNetflix Inc
4,376$00.00%
82
MQYBlackRock MuniYield Quality Inc
11,231$00.00%
83
ADPAutomatic Data Processing Inc
3,662$00.00%
84
TXNTexas Instruments Inc
12,908$00.00%
85
COPConocoPhillips
4,421$00.00%
86
QLDProshares Ultra QQQ
12,213$00.00%
87
CERNCHFCerner Corporation
3,108$00.00%
88
MMM3M Company
1,469$00.00%
89
8CWCrown Castle Intl Corp
62,614$00.00%
90
JNJJohnson & Johnson
88,045$00.00%
91
METAMeta Platforms Inc
9,010$00.00%
92
PGProcter & Gamble Co
24,192$00.00%
93
DYHTarget Corporation
47,231$00.00%
94
NEENextEra Energy Inc
95,937$00.00%
95
EEMiShares MSCI Emerging Markets ETF
49,409$00.00%
96
ISCGiShares Morningstar Small-Cap Growth ETF
11,196$00.00%
97
LMTLockheed Martin Corp
710$00.00%
98
VGKVanguard European Stock
3,823$00.00%
99
UNHUnitedHealth Group Inc
30,968$00.00%
100
NLYEURAnnaly Capital Management Inc
15,000$00.00%
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