ADELL HARRIMAN & CARPENTER INC Q1 2024 Filing

Filed April 25, 2024

Portfolio Value

$1.2T

Holdings

165

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
101
BRK/BBerkshire Hathaway Inc Class B
1,527$00.00%
102
CMICummins Inc
13,125$00.00%
103
IBTXUSDIndependent Bank Group In
7,772$00.00%
104
GOOGLAlphabet Inc Class A
139,165$00.00%
105
FQIDigital Realty Trust Inc
28,650$00.00%
106
MUMicron Technology Inc
42,635$00.00%
107
BABoeing Co
2,828$00.00%
108
IOOiShares S&P Global 100 Index
3,350$00.00%
109
TAT&T Inc
113,473$00.00%
110
IQVIQvia Hldgs Inc
858$00.00%
111
MAINMainStreet Capital Corp
319,215$00.00%
112
VOOVanguard S&P 500
520$00.00%
113
PSAPublic Storage Inc
1,229$00.00%
114
EXEChesapeake Energy Corp
2,950$00.00%
115
WMBWilliams Companies
434,746$00.00%
116
IBMInternational Business Machines
56,155$00.00%
117
EPDEnterprise Products Partners LP
206,486$00.00%
118
BACVerizon Communications
109,923$00.00%
119
KKRKKR & Co Inc A
225,366$00.00%
120
TDToronto-Dominion Bank
63,644$00.00%
121
MRKMerck & Co Inc
39,767$00.00%
122
ILCGiShares Morningstar Growth ETF
31,270$00.00%
123
HONHoneywell International
57,059$00.00%
124
JYNTJoint Corp
50,000$00.00%
125
PLDProLogis Inc
72,664$00.00%
126
QCOMQualcomm Incorporated
86,432$00.00%
127
CATCaterpillar Inc
2,620$00.00%
128
MRVLMarvell Technology Inc
45,268$00.00%
129
GSSTGoldman Sachs Access Ultra Short Bd ETF
82,422$00.00%
130
NKENike Inc Class B
2,562$00.00%
131
SJNKSPDR Bloomberg Short Term High Yield Bond ETF
186,435$00.00%
132
RLPolo Ralph Lauren Corp Cl A
3,820$00.00%
133
INTCIntel Corp
36,584$00.00%
134
RTXRTX Corporation
60,283$00.00%
135
TSLATesla Inc
8,995$00.00%
136
REGNRegeneron Pharmaceuticals
507$00.00%
137
AGQProshares Ultra Short S&P500
12,500$00.00%
138
GOOGAlphabet Inc Class C
101,534$00.00%
139
PFFiShares Preferred & Income Securities ETF
8,925$00.00%
140
CRWDCrowdstrike Hldgs Inc Cl A
29,626$00.00%
141
KMIKinder Morgan Inc
61,644$00.00%
142
XBISPDR S&P Biotech
2,174$00.00%
143
LLYEli Lilly and Company
7,136$00.00%
144
DGROiShares Core Dividend Growth ETF
9,508$00.00%
145
ADIAnalog Devices Inc
1,240$00.00%
146
IBBiShares Biotechnology ETF
9,916$00.00%
147
WMTWalmart Inc
117,527$00.00%
148
BLKCHFBlackRock Inc
9,361$00.00%
149
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR
2,718$00.00%
150
IRMIron Mountain Inc
327,558$00.00%
151
JPMJP Morgan Chase & Co.
112,267$00.00%
152
IVViShares Core S&P 500
988$00.00%
153
PRPermian Resources Corp A
14,411$00.00%
154
SPGSimon Property Group Inc
18,593$00.00%
155
CMCSAComcast Corp A
141,071$00.00%
156
DVNDevon Energy Corporation
8,110$00.00%
157
SHYGiShares 0-5 Year High Yield Corporate Bond
171,365$00.00%
158
LOWLowe's Companies Inc
1,662$00.00%
159
GEGeneral Electric Company
1,152$00.00%
160
ETEnergy Transfer LP
139,047$00.00%
161
GISGeneral Mills Inc
10,051$00.00%
162
MSFTMicrosoft Corp
150,093$00.00%
163
IYMiShares Dow Jones US Basic Materials Sector Index
2,587$00.00%
164
AMTAmerican Tower Corp
53,588$00.00%
165
FANGDiamondback Energy Inc
2,907$00.00%
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