ADELL HARRIMAN & CARPENTER INC Q4 2021 Filing

Filed February 16, 2022

Portfolio Value

$1.1T

Holdings

178

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (178 positions)

#StockSharesValue% PortfolioType
1
SHWSherwin Williams Co
21,618$00.00%
2
GILDGilead Sciences Inc
9,006$00.00%
3
VWOVanguard FTSE Emerging Markets
9,550$00.00%
4
DISWalt Disney Co
45,194$00.00%
5
RDS/ARoyal Dutch Shell PLC A Spons ADR
4,801$00.00%
6
BKLNInvesco Senior Loan
146,714$00.00%
7
URIUnited Rentals Inc
5,686$00.00%
8
COSTCostco Wholesale Corp
31,157$00.00%
9
AMZNAmazon.com Inc
9,815$00.00%
10
CSCOCisco Systems Inc
170,506$00.00%
11
NDQInvesco QQQ Trust Series 1
838$00.00%
12
IMCBiShares Morningstar Mid Cap Core Index
6,632$00.00%
13
EMREmerson Electric Co
20,819$00.00%
14
IYJiShares U.S. Industrials ETF
8,088$00.00%
15
PEPPepsico Incorporated
92,826$00.00%
16
SPYSPDR S&P 500 Trust
966$00.00%
17
MPLXMPLX LP
7,460$00.00%
18
CVSCVS Health Corp
124,339$00.00%
19
ETNEaton Corp PLC
31,687$00.00%
20
HDHome Depot Inc
58,037$00.00%
21
ABNBAirbnb Inc
2,753$00.00%
22
DUKDuke Energy Corp
3,875$00.00%
23
IYRiShares Dow Jones US Real Estate
28,596$00.00%
24
GNRCGenerac Holdings Inc.
15,904$00.00%
25
ENBEnbridge Inc
116,656$00.00%
26
SDPProshares Ultra Short 500
40,000$00.00%
27
IYFiShares U.S. Financials ETF
6,428$00.00%
28
SRLNSPDR Blackstone / GSO Senior Loan ETF
417,565$00.00%
29
ABBVAbbVie Inc
180,326$00.00%
30
FIDIFidelity International High Dividend ETF
20,200$00.00%
31
WMWaste Management Inc
3,234$00.00%
32
DWXSPDR S&P Intl Divd
7,425$00.00%
33
JPSTJPMorgan Ultra-Short Income ETF
59,690$00.00%
34
DOCUDocusign Inc
14,141$00.00%
35
ORCLOracle Corporation
55,935$00.00%
36
NVDANVIDIA Corp
97,626$00.00%
37
LHXL3 Harris Technologies Inc
10,480$00.00%
38
PFEPfizer Inc
153,330$00.00%
39
DOWDow Inc
10,636$00.00%
40
BACBank of America Corp
14,151$00.00%
41
KOCoca Cola Company
109,246$00.00%
42
AAPLApple Inc
451,613$00.00%
43
IYWiShares U.S. Technology ETF
19,928$00.00%
44
GSGoldman Sachs Group Inc
24,216$00.00%
45
XOMExxon Mobil Corporation
164,778$00.00%
46
MCDMcDonald's Corporation
39,573$00.00%
47
ADBEAdobe Inc
20,173$00.00%
48
GQ9SPDR Gold Shares
6,470$00.00%
49
4I1Philip Morris International Inc
4,683$00.00%
50
AVGOBroadcom Inc
61,970$00.00%
51
DHRDanaher Corp
13,380$00.00%
52
BABAAlibaba Group Holding Limited ADR
2,432$00.00%
53
CNPCenterpoint Energy Inc
24,103$00.00%
54
PSXPhillips 66
6,397$00.00%
55
IWFiShares Russell 1000 Growth ETF
1,085$00.00%
56
MPCMarathon Petroleum Corp
60,177$00.00%
57
COINCoinbase
1,112$00.00%
58
SLBSchlumberger NV
9,110$00.00%
59
BXBlackstone Inc
302,458$00.00%
60
PCEFInvesco CEF Income Composite
9,450$00.00%
61
DRIDarden Restaurants Inc.
32,770$00.00%
62
EQIXEquinix Inc
19,368$00.00%
63
AFWAlign Technology Inc
627$00.00%
64
CVXChevron Corp
41,475$00.00%
65
MAMastercard Inc
24,631$00.00%
66
JMSTJPMorgan Ultra-Short Municipal Inc ETF
11,750$00.00%
67
LOGILogitech Intl SA
12,350$00.00%
68
PANWPalo Alto Networks Com
36,003$00.00%
69
FBCGFidelity Blue Chip Growth ETF
18,395$00.00%
70
VVisa Inc
88,281$00.00%
71
VLOValero Energy Corp
50,940$00.00%
72
LYBLyondellbasell Industries N V
39,192$00.00%
73
MDLZMondelez Intl Inc
78,448$00.00%
74
OKTAOkta Inc Com Cl A
2,149$00.00%
75
SBUXStarbucks Corp
69,620$00.00%
76
XYZBlock Inc
1,491$00.00%
77
COFCapital One Financial Corp
4,531$00.00%
78
ABTAbbott Laboratories
34,176$00.00%
79
PWRQuanta Services Inc
97,913$00.00%
80
LULULululemon Athletica Inc.
3,271$00.00%
81
PYPLPayPal Holdings Inc
23,740$00.00%
82
SUBiShares Short-Term National Muni Bond
25,785$00.00%
83
AMGNAmgen Inc
21,907$00.00%
84
NFLXNetflix Inc
5,375$00.00%
85
MQYBlackRock MuniYield Quality Inc
11,231$00.00%
86
MLB1Mercadolibre Inc
150$00.00%
87
ADPAutomatic Data Processing Inc
4,089$00.00%
88
TXNTexas Instruments Inc
11,208$00.00%
89
COPConocoPhillips
4,626$00.00%
90
QLDProshares Ultra QQQ
4,929$00.00%
91
CERNCHFCerner Corporation
4,928$00.00%
92
MMM3M Company
1,469$00.00%
93
8CWCrown Castle Intl Corp
63,292$00.00%
94
JNJJohnson & Johnson
89,766$00.00%
95
METAMeta Platforms Inc
11,934$00.00%
96
PGProcter & Gamble Co
25,792$00.00%
97
DYHTarget Corporation
46,030$00.00%
98
NEENextEra Energy Inc
93,807$00.00%
99
EEMiShares MSCI Emerging Markets ETF
72,409$00.00%
100
ISCGiShares Morningstar Small-Cap Growth ETF
11,196$00.00%
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