SFMG, LLC Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$1163.2T

Holdings

283

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
246,530$129.6T11.14%
2
ATOATMOS ENERGY CORP
1,049,968$124.8T10.73%
3
SPHQINVESCO EXCHANGE TRADED FD T
1,667,650$100.8T8.66%
4
GSLCGOLDMAN SACHS ETF TR
805,653$83.6T7.19%
5
QUSSPDR SER TR
501,860$73.1T6.28%
6
MOATVANECK ETF TRUST
578,497$52.0T4.47%
7
COWZPACER FDS TR
825,499$48.0T4.12%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
101,824$42.8T3.68%
9
AAPLAPPLE INC
225,415$38.7T3.32%
10
MSFTMICROSOFT CORP
68,631$28.9T2.48%
11
IGVISHARES TR
326,847$27.9T2.40%
12
SCHQSCHWAB STRATEGIC TR
641,609$21.6T1.86%
13
AMZNAMAZON COM INC
101,703$18.3T1.58%
14
NVDANVIDIA CORPORATION
14,639$13.2T1.14%
15
JEPIJ P MORGAN EXCHANGE TRADED F
207,580$12.0T1.03%
16
SPYSPDR S&P 500 ETF TR
22,525$11.8T1.01%
17
AMATAPPLIED MATLS INC
55,401$11.4T0.98%
18
GOOGALPHABET INC
70,982$10.8T0.93%
19
ARCCARES CAPITAL CORP
416,703$8.7T0.75%
20
FSKFS KKR CAP CORP
382,183$7.3T0.63%
21
WMTWALMART INC
118,564$7.1T0.61%
22
RTXRTX CORPORATION
70,511$6.9T0.59%
23
STLASTELLANTIS N.V
237,669$6.7T0.58%
24
CSXCSX CORP
175,609$6.5T0.56%
25
COPCONOCOPHILLIPS
47,650$6.1T0.52%
26
VVISA INC
21,520$6.0T0.52%
27
SCHXSCHWAB STRATEGIC TR
94,715$5.9T0.51%
28
CRMSALESFORCE INC
18,629$5.6T0.48%
29
CSCOCISCO SYS INC
110,029$5.5T0.47%
30
METAMETA PLATFORMS INC
11,150$5.4T0.47%
31
BACVERIZON COMMUNICATIONS INC
125,532$5.3T0.45%
32
NDQINVESCO QQQ TR
11,296$5.0T0.43%
33
FDIFFIDELITY COVINGTON TRUST
172,870$5.0T0.43%
34
HONHONEYWELL INTL INC
24,108$4.9T0.43%
35
PANWPALO ALTO NETWORKS INC
16,824$4.8T0.41%
36
AMDADVANCED MICRO DEVICES INC
25,189$4.5T0.39%
37
CBRECBRE GROUP INC
46,476$4.5T0.39%
38
CMCSACOMCAST CORP NEW
103,714$4.5T0.39%
39
QTECFIRST TR NASDAQ 100 TECH IND
23,428$4.5T0.38%
40
SLBSCHLUMBERGER LTD
81,081$4.4T0.38%
41
SCHWSCHWAB CHARLES CORP
56,156$4.1T0.35%
42
BLKCHFBLACKROCK INC
4,863$4.1T0.35%
43
MDTMEDTRONIC PLC
45,907$4.0T0.34%
44
IEIISHARES TR
31,130$3.6T0.31%
45
XLVSELECT SECTOR SPDR TR
23,145$3.4T0.29%
46
SBUXSTARBUCKS CORP
37,343$3.4T0.29%
47
TMOTHERMO FISHER SCIENTIFIC INC
5,836$3.4T0.29%
48
JPMJPMORGAN CHASE & CO
16,546$3.3T0.28%
49
DOCHEALTHPEAK PROPERTIES INC
174,715$3.3T0.28%
50
VRTXVERTEX PHARMACEUTICALS INC
7,785$3.3T0.28%
51
DVNDEVON ENERGY CORP NEW
64,618$3.2T0.28%
52
KMIKINDER MORGAN INC DEL
171,981$3.2T0.27%
53
HGVHILTON GRAND VACATIONS INC
66,405$3.1T0.27%
54
CIBRFIRST TR EXCHANGE TRADED FD
55,549$3.1T0.27%
55
GOOGLALPHABET INC
20,108$3.0T0.26%
56
CVXCHEVRON CORP NEW
18,989$3.0T0.26%
57
GQ9SPDR GOLD TR
14,534$3.0T0.26%
58
SPTMSPDR SER TR
40,596$2.6T0.22%
59
COSTCOSTCO WHSL CORP NEW
3,471$2.5T0.22%
60
LLYELI LILLY & CO
3,042$2.4T0.20%
61
JNJJOHNSON & JOHNSON
14,344$2.3T0.20%
62
PEPPEPSICO INC
12,928$2.3T0.19%
63
BLOKAMPLIFY ETF TR
62,052$2.3T0.19%
64
VOOVANGUARD INDEX FDS
4,498$2.2T0.19%
65
HDHOME DEPOT INC
5,491$2.1T0.18%
66
TSLATESLA INC
11,812$2.1T0.18%
67
TXNTEXAS INSTRS INC
11,746$2.0T0.18%
68
HLTHILTON WORLDWIDE HLDGS INC
9,247$2.0T0.17%
69
DDTOINNOVATOR ETFS TRUST
65,234$1.9T0.16%
70
XOMEXXON MOBIL CORP
16,387$1.9T0.16%
71
BXBLACKSTONE INC
13,789$1.8T0.16%
72
FIWFIRST TR EXCHANGE-TRADED FD
17,310$1.8T0.15%
73
JJACOBS SOLUTIONS INC
11,064$1.7T0.15%
74
ETNEATON CORP PLC
5,220$1.6T0.14%
75
BMYBRISTOL-MYERS SQUIBB CO
29,467$1.6T0.14%
76
AVGOBROADCOM INC
1,205$1.6T0.14%
77
PNOVINNOVATOR ETFS TRUST
44,019$1.6T0.13%
78
XDSQINNOVATOR ETFS TRUST
49,154$1.5T0.13%
79
MCDMCDONALDS CORP
5,232$1.5T0.13%
80
LOWLOWES COS INC
5,623$1.4T0.12%
81
CITHE CIGNA GROUP
3,864$1.4T0.12%
82
PGPROCTER AND GAMBLE CO
8,569$1.4T0.12%
83
PLTRPALANTIR TECHNOLOGIES INC
57,598$1.3T0.11%
84
KMBKIMBERLY-CLARK CORP
10,093$1.3T0.11%
85
ABBVABBVIE INC
7,120$1.3T0.11%
86
NFLXNETFLIX INC
2,070$1.3T0.11%
87
GRNTGRANITE RIDGE RESOURCES INC
181,460$1.2T0.10%
88
MRKMERCK & CO INC
8,861$1.2T0.10%
89
MCKMCKESSON CORP
2,161$1.2T0.10%
90
DRIDARDEN RESTAURANTS INC
6,678$1.1T0.10%
91
DIVOAMPLIFY ETF TR
26,332$1.0T0.09%
92
ACNACCENTURE PLC IRELAND
2,770$960.3B0.08%
93
IBMINTERNATIONAL BUSINESS MACHS
4,924$940.3B0.08%
94
BLDRBUILDERS FIRSTSOURCE INC
4,474$933.1B0.08%
95
SMHVANECK ETF TRUST
4,140$931.5B0.08%
96
STZCONSTELLATION BRANDS INC
3,345$909.0B0.08%
97
TJXTJX COS INC NEW
8,829$895.4B0.08%
98
MRSHMARSH & MCLENNAN COS INC
4,326$891.1B0.08%
99
PAYXPAYCHEX INC
7,053$866.1B0.07%
100
APOAPOLLO GLOBAL MGMT INC
7,609$855.6B0.07%
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