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
101
LMTLockheed Martin Corp
611$00.00%
102
UNHUnitedHealth Group Inc
30,934$00.00%
103
NLYEURAnnaly Capital Management Inc
15,000$00.00%
104
IWMiShares Russell 2000 ETF
5,889$00.00%
105
IYHiShares Dow Jones US Healthcare Sector Index
1,246$00.00%
106
TMOThermo Fisher Scientific Inc
14,496$00.00%
107
RTXRaytheon Technologies Corp
86,445$00.00%
108
IYCiShares US Consumer Services ETF
9,412$00.00%
109
STWDStarwood Property Trust Inc
267,380$00.00%
110
WEPMagellan Midstream Partners LP
11,524$00.00%
111
TRVCCitigroup Inc
21,005$00.00%
112
DWDMorgan Stanley
12,938$00.00%
113
AQLTiShares Dow Jones US Healthcare Provider
900$00.00%
114
BRK/BBerkshire Hathaway Inc Class B
1,574$00.00%
115
CMICummins Inc
7,316$00.00%
116
IBTXUSDIndependent Bank Group In
7,772$00.00%
117
GOOGLAlphabet Inc Class A
5,768$00.00%
118
FQIDigital Realty Trust Inc
9,943$00.00%
119
MUMicron Technology Inc
58,972$00.00%
120
BABoeing Co
4,484$00.00%
121
IOOiShares S&P Global 100 Index
4,240$00.00%
122
TAT&T Inc
61,734$00.00%
123
IQVIQvia Hldgs Inc
6,302$00.00%
124
PSAPublic Storage Inc
1,345$00.00%
125
PBProsperity Bancshares Inc
3,200$00.00%
126
WMBWilliams Companies
281,803$00.00%
127
WBAWalgreens Boots Alliance
24,796$00.00%
128
IBMInternational Business Machines
29,779$00.00%
129
EPDEnterprise Products Partners LP
238,068$00.00%
130
KMBKimberly-Clark Corp
1,437$00.00%
131
BACVerizon Communications
133,731$00.00%
132
KKRKKR & Co Inc A
210,641$00.00%
133
TDToronto-Dominion Bank
86,672$00.00%
134
MRKMerck & Co Inc
2,881$00.00%
135
DFPFlaherty & Crumrine Dynamic Pfd&Inc
23,684$00.00%
136
ILCGiShares Morningstar Growth ETF
37,530$00.00%
137
RHRH
541$00.00%
138
HONHoneywell International
57,261$00.00%
139
JYNTJoint Corp
50,225$00.00%
140
TPRTapestry Inc
13,511$00.00%
141
PLDProLogis Inc
13,372$00.00%
142
QCOMQualcomm Incorporated
89,913$00.00%
143
CATCaterpillar Inc
9,248$00.00%
144
MRVLMarvell Technology Inc
5,745$00.00%
145
GSSTGoldman Sachs Access Ultra Short Bd ETF
211,846$00.00%
146
NKENike Inc Class B
16,082$00.00%
147
RLPolo Ralph Lauren Corp Cl A
5,400$00.00%
148
INTCIntel Corp
63,657$00.00%
149
PNCPNC Financial Service Corp
2,472$00.00%
150
IBBiShares Nasdaq Biotechnology ETF
17,771$00.00%
151
TSLATesla Inc
2,947$00.00%
152
NUVNuveen Municipal Value
53,000$00.00%
153
REGNRegeneron Pharmaceuticals
361$00.00%
154
XIFRNextEra Energy Partners LP
125,176$00.00%
155
GEMGoldman Sachs ActiveBeta Emerg Mkts Eq ETF
25,800$00.00%
156
GOOGAlphabet Inc Class C
6,111$00.00%
157
PFFiShares Preferred & Income Securities ETF
47,696$00.00%
158
CRWDCrowdstrike Hldgs Inc Cl A
19,589$00.00%
159
CRMSalesforce.com Inc
52,144$00.00%
160
KMIKinder Morgan Inc
100,424$00.00%
161
XBISPDR S&P Biotech
10,179$00.00%
162
LLYEli Lilly and Company
2,093$00.00%
163
WMTWalmart Inc
35,634$00.00%
164
BLKCHFBlackRock Inc
15,636$00.00%
165
AQN.TOAlgonquin Power Income
202,714$00.00%
166
IRMIron Mountain Inc
286,060$00.00%
167
FFINFirst Financial Bankshares Inc
6,800$00.00%
168
JPMJP Morgan Chase & Co.
107,001$00.00%
169
IVViShares Core S&P 500
703$00.00%
170
SPGSimon Property Group Inc
12,768$00.00%
171
CMCSAComcast Corp A
142,959$00.00%
172
SHYGiShares 0-5 Year High Yield Corporate Bond
500,819$00.00%
173
LOWLowe's Companies Inc
1,836$00.00%
174
ETEnergy Transfer LP
34,441$00.00%
175
GISGeneral Mills Inc
14,774$00.00%
176
MSFTMicrosoft Corp
152,324$00.00%
177
IYMiShares Dow Jones US Basic Materials Sector Index
2,779$00.00%
178
AMTAmerican Tower Corp
67,162$00.00%
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