SFMG, LLC Q1 2023 Filing

Filed May 1, 2023

Portfolio Value

$928.5T

Holdings

263

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (263 positions)

#StockSharesValue% PortfolioType
1
ATOATMOS ENERGY CORP
1,108,863$124.6T13.42%
2
SPHQINVESCO EXCHANGE TRADED FD T
1,652,364$78.2T8.42%
3
IVVISHARES TR
186,408$76.6T8.25%
4
GSLCGOLDMAN SACHS ETF TR
786,865$63.9T6.88%
5
QUSSPDR SER TR
464,933$53.9T5.81%
6
MOATVANECK ETF TRUST
567,484$41.9T4.51%
7
COWZPACER FDS TR
751,923$35.3T3.80%
8
AAPLAPPLE INC
210,941$34.8T3.75%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
104,430$32.2T3.47%
10
IGVISHARES TR
105,256$32.1T3.45%
11
IEIISHARES TR
230,067$27.1T2.92%
12
MSFTMICROSOFT CORP
72,280$20.8T2.24%
13
AMZNAMAZON COM INC
130,841$10.5T1.13%Call
14
SPYSPDR S&P 500 ETF TR
24,660$10.1T1.09%
15
JEPIJ P MORGAN EXCHANGE TRADED F
161,922$8.8T0.95%
16
CSXCSX CORP
293,671$8.8T0.95%
17
GOOGALPHABET INC
71,410$7.4T0.80%
18
ARCCARES CAPITAL CORP
372,523$6.8T0.73%
19
AMATAPPLIED MATLS INC
54,495$6.7T0.72%
20
RTXRAYTHEON TECHNOLOGIES CORP
66,856$6.5T0.71%
21
WMTWALMART INC
38,613$5.7T0.61%
22
FSKFS KKR CAP CORP
299,376$5.5T0.60%
23
EXECHESAPEAKE ENERGY CORP
72,310$5.5T0.59%
24
HONHONEYWELL INTL INC
24,261$4.6T0.50%
25
COPCONOCOPHILLIPS
45,653$4.5T0.49%
26
MRKMERCK & CO INC
42,277$4.5T0.48%
27
BACVERIZON COMMUNICATIONS INC
114,801$4.5T0.48%
28
CSCOCISCO SYS INC
85,152$4.5T0.48%
29
VVISA INC
19,649$4.4T0.48%
30
GXDWGLOBAL X FDS
173,628$4.4T0.48%
31
DOCUSDPHYSICIANS RLTY TR
289,544$4.3T0.47%
32
NVDANVIDIA CORPORATION
14,147$3.9T0.42%
33
SCHXSCHWAB STRATEGIC TR
75,345$3.6T0.39%
34
SBUXSTARBUCKS CORP
33,838$3.5T0.38%
35
CMCSACOMCAST CORP NEW
92,603$3.5T0.38%
36
NDQINVESCO QQQ TR
10,935$3.5T0.38%
37
SPTMSPDR SER TR
67,458$3.4T0.37%
38
GQ9SPDR GOLD TR
18,116$3.3T0.36%
39
CRMSALESFORCE INC
16,518$3.3T0.36%
40
CVXCHEVRON CORP NEW
19,796$3.2T0.35%
41
CBRECBRE GROUP INC
43,295$3.2T0.34%
42
XLVSELECT SECTOR SPDR TR
23,788$3.1T0.33%
43
QTECFIRST TR NASDAQ 100 TECH IND
23,469$3.1T0.33%
44
TMOTHERMO FISHER SCIENTIFIC INC
5,299$3.1T0.33%
45
HDHOME DEPOT INC
10,052$3.0T0.32%
46
MDTMEDTRONIC PLC
36,056$2.9T0.31%
47
BLKCHFBLACKROCK INC
4,285$2.9T0.31%
48
HGVHILTON GRAND VACATIONS INC
62,597$2.8T0.30%
49
VRTXVERTEX PHARMACEUTICALS INC
8,730$2.8T0.30%
50
PEPPEPSICO INC
15,040$2.7T0.30%
51
PEGPUBLIC SVC ENTERPRISE GRP IN
43,108$2.7T0.29%
52
JNJJOHNSON & JOHNSON
16,031$2.5T0.27%
53
BMTABRITISH AMERN TOB PLC
69,579$2.4T0.26%
54
SCHWSCHWAB CHARLES CORP
45,841$2.4T0.26%
55
METAMETA PLATFORMS INC
11,233$2.4T0.26%
56
CIBRFIRST TR EXCHANGE TRADED FD
55,660$2.4T0.26%
57
KMIKINDER MORGAN INC DEL
133,417$2.3T0.25%
58
BMYBRISTOL-MYERS SQUIBB CO
33,073$2.3T0.25%
59
AMDADVANCED MICRO DEVICES INC
23,162$2.3T0.24%
60
GOOGLALPHABET INC
20,761$2.2T0.23%
61
PNOVINNOVATOR ETFS TR
67,173$2.1T0.23%
62
DDTOINNOVATOR ETFS TR
76,055$2.1T0.22%
63
DVNDEVON ENERGY CORP NEW
40,876$2.1T0.22%
64
JPMJPMORGAN CHASE & CO
15,422$2.0T0.22%
65
TSLATESLA INC
9,230$1.9T0.21%
66
DIVOAMPLIFY ETF TR
51,807$1.8T0.20%
67
BXBLACKSTONE INC
20,352$1.8T0.19%
68
XOMEXXON MOBIL CORP
16,302$1.8T0.19%
69
COSTCOSTCO WHSL CORP NEW
3,408$1.7T0.18%
70
HLTHILTON WORLDWIDE HLDGS INC
10,999$1.5T0.17%
71
VOOVANGUARD INDEX FDS
4,036$1.5T0.16%
72
PGPROCTER AND GAMBLE CO
9,808$1.5T0.16%
73
SSUSSTRATEGY SHS
43,778$1.4T0.16%
74
CVSCVS HEALTH CORP
18,552$1.4T0.15%
75
FIWFIRST TR EXCHANGE TRADED FD
15,585$1.3T0.14%
76
JJACOBS SOLUTIONS INC
11,058$1.3T0.14%
77
MCDMCDONALDS CORP
4,622$1.3T0.14%
78
LOWLOWES COS INC
6,416$1.3T0.14%
79
BNDVANGUARD BD INDEX FDS
16,921$1.2T0.13%
80
ABBVABBVIE INC
7,757$1.2T0.13%
81
DELLDELL TECHNOLOGIES INC
30,742$1.2T0.13%
82
VNLAJANUS DETROIT STR TR
24,691$1.2T0.13%
83
BLOKAMPLIFY ETF TR
56,942$1.1T0.12%
84
KOCOCA COLA CO
17,472$1.1T0.12%
85
GRNTGRANITE RIDGE RESOURCES INC
181,177$1.1T0.11%
86
DRIDARDEN RESTAURANTS INC
6,699$1.0T0.11%
87
TXNTEXAS INSTRS INC
5,542$1.0T0.11%
88
LLYLILLY ELI & CO
2,997$1.0T0.11%
89
CITHE CIGNA GROUP
3,933$1.0T0.11%
90
ROBOEXCHANGE TRADED CONCEPTS TR
18,032$986.7B0.11%
91
AVGOBROADCOM INC
1,468$941.5B0.10%
92
MRSHMARSH & MCLENNAN COS INC
5,560$926.0B0.10%
93
ETNEATON CORP PLC
5,101$874.0B0.09%
94
STZCONSTELLATION BRANDS INC
3,657$826.2B0.09%
95
STELSTELLAR BANCORP INC
33,278$819.0B0.09%
96
KMBKIMBERLY-CLARK CORP
5,915$793.9B0.09%
97
TJXTJX COS INC NEW
9,931$778.2B0.08%
98
ACNACCENTURE PLC IRELAND
2,628$751.1B0.08%
99
PAYXPAYCHEX INC
6,524$747.5B0.08%
100
UNHUNITEDHEALTH GROUP INC
1,579$746.4B0.08%
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