ADELL HARRIMAN & CARPENTER INC Q2 2024 Filing

Filed August 1, 2024

Portfolio Value

$1.3T

Holdings

158

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
101
MUMicron Technology Inc
45,280$00.00%
102
BABoeing Co
2,378$00.00%
103
IOOiShares S&P Global 100 Index
3,300$00.00%
104
ACNAccenture PLC
1,486$00.00%
105
TAT&T Inc
121,673$00.00%
106
MAINMainStreet Capital Corp
405,210$00.00%
107
PSAPublic Storage Inc
1,229$00.00%
108
VOOVanguard S&P 500
700$00.00%
109
WMBWilliams Companies
448,911$00.00%
110
IBMInternational Business Machines
61,872$00.00%
111
EPDEnterprise Products Partners LP
203,339$00.00%
112
BACVerizon Communications
115,866$00.00%
113
KKRKKR & Co Inc A
259,492$00.00%
114
TDToronto-Dominion Bank
16,610$00.00%
115
MRKMerck & Co Inc
53,437$00.00%
116
ILCGiShares Morningstar Growth ETF
30,770$00.00%
117
HONHoneywell International
56,370$00.00%
118
JYNTJoint Corp
50,000$00.00%
119
PLDProLogis Inc
49,389$00.00%
120
QCOMQualcomm Incorporated
84,477$00.00%
121
CATCaterpillar Inc
1,984$00.00%
122
MRVLMarvell Technology Inc
78,248$00.00%
123
GSSTGoldman Sachs Access Ultra Short Bd ETF
86,932$00.00%
124
SJNKSPDR Bloomberg Short Term High Yield Bond ETF
185,110$00.00%
125
RLPolo Ralph Lauren Corp Cl A
2,885$00.00%
126
INTCIntel Corp
23,276$00.00%
127
RTXRTX Corporation
63,081$00.00%
128
TSLATesla Inc
8,817$00.00%
129
REGNRegeneron Pharmaceuticals
503$00.00%
130
AGQProshares Ultra Short S&P500
10,000$00.00%
131
GOOGAlphabet Inc Class C
100,938$00.00%
132
PFFiShares Preferred & Income Securities ETF
7,075$00.00%
133
CRWDCrowdstrike Hldgs Inc Cl A
41,933$00.00%
134
KMIKinder Morgan Inc
56,430$00.00%
135
LLYEli Lilly and Company
9,749$00.00%
136
DGROiShares Core Dividend Growth ETF
10,443$00.00%
137
ADIAnalog Devices Inc
1,326$00.00%
138
IBBiShares Biotechnology ETF
8,198$00.00%
139
WMTWalmart Inc
138,245$00.00%
140
BLKCHFBlackRock Inc
8,996$00.00%
141
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR
8,803$00.00%
142
IRMIron Mountain Inc
332,675$00.00%
143
JPMJP Morgan Chase & Co.
115,124$00.00%
144
IVViShares Core S&P 500
806$00.00%
145
PRPermian Resources Corp A
14,411$00.00%
146
SPGSimon Property Group Inc
16,640$00.00%
147
CMCSAComcast Corp A
77,639$00.00%
148
DVNDevon Energy Corporation
4,910$00.00%
149
SHYGiShares 0-5 Year High Yield Corporate Bond
171,946$00.00%
150
LOWLowe's Companies Inc
1,662$00.00%
151
GEGeneral Electric Company
1,293$00.00%
152
ETEnergy Transfer LP
187,650$00.00%
153
GISGeneral Mills Inc
9,101$00.00%
154
AMATApplied Materials Inc
898$00.00%
155
MSFTMicrosoft Corp
151,706$00.00%
156
IYMiShares Dow Jones US Basic Materials Sector Index
2,587$00.00%
157
AMTAmerican Tower Corp
42,309$00.00%
158
FANGDiamondback Energy Inc
4,807$00.00%
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