SFMG, LLC Q2 2019 Filing

Filed August 5, 2019

Portfolio Value

$737.0B

Holdings

156

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
1
ATOATMOS ENERGY CORP
1,188,542$128.5B17.44%
2
MOATVANECK VECTORS ETF TR
1,438,318$72.4B9.83%
3
SPHQINVESCO EXCHANGE TRADED FD T
2,034,704$69.2B9.39%
4
SCHXSCHWAB STRATEGIC TR
837,360$60.5B8.21%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
253,309$53.2B7.21%
6
GSLCGOLDMAN SACHS ETF TR
780,206$47.4B6.43%
7
AMLPUSDALPS ETF TR
3,941,256$39.4B5.34%
8
SCHMSCHWAB STRATEGIC TR
605,915$35.4B4.80%
9
XLFISELECT SECTOR SPDR TR
553,145$33.4B4.53%
10
AQLTISHARES TR
1,201,427$30.9B4.19%
11
SPYSPDR S&P 500 ETF TR
86,253$26.0B3.53%
12
AAPLAPPLE INC
49,279$10.2B1.39%
13
IVVISHARES TR
31,215$9.5B1.29%
14
MSFTMICROSOFT CORP
51,390$7.3B0.99%
15
CSXCSX CORP
68,574$4.7B0.64%
16
ARCCARES CAP CORP
220,480$4.0B0.54%
17
DOCUSDPHYSICIANS RLTY TR
220,907$3.8B0.51%
18
SZNEPACER FDS TR
110,888$3.2B0.44%
19
AMZNAMAZON COM INC
1,649$3.2B0.43%
20
METAFACEBOOK INC
15,430$3.1B0.42%
21
EEMISHARES TR
66,302$2.8B0.38%
22
SPLVINVESCO EXCHNG TRADED FD TR
50,348$2.8B0.38%
23
XOMEXXON MOBIL CORP
34,276$2.6B0.35%
24
QTECFIRST TR NASDAQ100 TECH INDE
27,765$2.5B0.34%
25
LFEQVANECK VECTORS ETF TR
87,556$2.5B0.34%
26
PTLCPACER FDS TR
73,946$2.3B0.32%
27
SPHDINVESCO EXCHNG TRADED FD TR
52,378$2.2B0.30%
28
IEFISHARES TR
15,312$1.7B0.23%
29
NDQINVESCO QQQ TR
7,691$1.5B0.20%
30
XLVSELECT SECTOR SPDR TR
16,200$1.5B0.20%
31
INCYINCYTE CORP
17,994$1.4B0.20%
32
TAT&T INC
41,565$1.4B0.19%
33
CICIGNA CORP NEW
8,008$1.3B0.18%
34
BABOEING CO
3,877$1.3B0.18%
35
CVXCHEVRON CORP NEW
10,711$1.3B0.18%
36
BABAALIBABA GROUP HLDG LTD
7,237$1.3B0.18%
37
ABBVABBVIE INC
17,950$1.2B0.16%
38
JPMJPMORGAN CHASE & CO
10,380$1.2B0.16%
39
VVISA INC
6,264$1.2B0.16%
40
HGVHILTON GRAND VACATIONS INC
35,000$1.1B0.16%
41
JNJJOHNSON & JOHNSON
8,685$1.1B0.15%
42
CGCCANOPY GROWTH CORP
32,370$1.1B0.15%
43
GQ9SPDR GOLD TRUST
8,343$1.1B0.15%
44
HDHOME DEPOT INC
5,083$1.1B0.15%
45
ACNACCENTURE PLC IRELAND
5,404$1.1B0.14%
46
HDVISHARES TR
10,893$1.0B0.14%
47
UTXZUNITED TECHNOLOGIES CORP
7,587$1.0B0.14%
48
FNDBSCHWAB STRATEGIC TR
25,901$1.0B0.14%
49
KOCOCA COLA CO
18,686$1.0B0.14%
50
BACVERIZON COMMUNICATIONS INC
17,640$1.0B0.14%
51
CBTXEURCBTX INC
31,714$976.0M0.13%
52
JECUSDJACOBS ENGR GROUP INC
10,984$933.0M0.13%
53
METMETLIFE INC
18,076$916.0M0.12%
54
EPDENTERPRISE PRODS PARTNERS L
29,735$898.0M0.12%
55
TSCOTRACTOR SUPPLY CO
8,006$880.0M0.12%
56
HSYHERSHEY CO
5,603$857.0M0.12%
57
BILSPDR SERIES TRUST
9,253$847.0M0.11%
58
WEPMAGELLAN MIDSTREAM PRTNRS LP
12,707$841.0M0.11%
59
NKENIKE INC
9,531$834.0M0.11%
60
GOOGALPHABET INC
661$827.0M0.11%
61
PAAPLAINS ALL AMERN PIPELINE L
32,599$802.0M0.11%
62
IVWISHARES TR
4,247$786.0M0.11%
63
DRIDARDEN RESTAURANTS INC
6,074$765.0M0.10%
64
PHMPULTE GROUP INC
23,717$756.0M0.10%
65
STZCONSTELLATION BRANDS INC
3,651$745.0M0.10%
66
DHID R HORTON INC
15,793$703.0M0.10%
67
COSTCOSTCO WHSL CORP NEW
2,439$686.0M0.09%
68
GOOGLALPHABET INC
547$681.0M0.09%
69
NFLXNETFLIX INC
1,915$643.0M0.09%
70
MOALTRIA GROUP INC
12,475$622.0M0.08%
71
WMTWALMART INC
5,485$620.0M0.08%
72
IPINTL PAPER CO
13,426$608.0M0.08%
73
CSFLUSDCENTERSTATE BK CORP
24,750$601.0M0.08%
74
BXUSDBLACKSTONE GROUP L P
12,140$598.0M0.08%
75
JKHYHENRY JACK & ASSOC INC
4,258$597.0M0.08%
76
PGPROCTER AND GAMBLE CO
5,198$596.0M0.08%
77
IWRISHARES TR
10,264$589.0M0.08%
78
MRSHMARSH & MCLENNAN COS INC
5,656$579.0M0.08%
79
NEENEXTERA ENERGY INC
2,660$556.0M0.08%
80
MTDRMATADOR RES CO
33,422$556.0M0.08%
81
IBERIABANK CORP
7,056$553.0M0.08%
82
LOWLOWES COS INC
5,294$548.0M0.07%
83
VOOVANGUARD INDEX FDS
1,943$539.0M0.07%
84
CSCOCISCO SYS INC
9,516$538.0M0.07%
85
INTCINTEL CORP
10,297$531.0M0.07%
86
4I1PHILIP MORRIS INTL INC
6,179$531.0M0.07%
87
VCITVANGUARD SCOTTSDALE FDS
5,850$526.0M0.07%
88
CYRUSONE INC
9,375$523.0M0.07%
89
TXNTEXAS INSTRS INC
4,040$518.0M0.07%
90
IBMINTERNATIONAL BUSINESS MACHS
3,300$500.0M0.07%
91
EFAISHARES TR
7,624$499.0M0.07%
92
MLMMARTIN MARIETTA MATLS INC
2,202$493.0M0.07%
93
LUVSOUTHWEST AIRLS CO
9,098$484.0M0.07%
94
PFFISHARES TR
12,690$474.0M0.06%
95
GEGENERAL ELECTRIC CO
49,595$459.0M0.06%
96
PEPPEPSICO INC
3,457$454.0M0.06%
97
ETENERGY TRANSFER LP
30,783$453.0M0.06%
98
ACBAURORA CANNABIS INC
70,170$450.0M0.06%
99
SCHRSCHWAB STRATEGIC TR
7,884$432.0M0.06%
100
IVEISHARES TR
3,608$432.0M0.06%
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