SFMG, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.2B

Holdings

272

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
244,749$133.9T11644807.95%
2
ATOATMOS ENERGY CORP
1,059,221$123.6T10742669.29%
3
SPHQINVESCO EXCHANGE TRADED FD T
1,632,132$103.7T9016614.44%
4
GSLCGOLDMAN SACHS ETF TR
796,158$85.1T7403229.11%
5
QUSSPDR SER TR
498,039$73.4T6384786.14%
6
MOATVANECK ETF TRUST
578,027$50.1T4352686.93%
7
AAPLAPPLE INC
224,523$47.3T4111518.73%
8
COWZPACER FDS TR
834,251$45.5T3952340.11%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
103,050$41.9T3644755.43%
10
MSFTMICROSOFT CORP
68,547$30.6T2663733.72%
11
SCHQSCHWAB STRATEGIC TR
636,130$20.9T1814650.37%
12
AMZNAMAZON COM INC
98,410$19.0T1653476.99%
13
NVDANVIDIA CORPORATION
146,989$18.2T1578825.50%
14
AMATAPPLIED MATLS INC
54,748$12.9T1123311.76%
15
GOOGALPHABET INC
69,954$12.8T1115579.63%
16
SPYSPDR S&P 500 ETF TR
22,560$12.3T1067486.49%
17
JEPIJ P MORGAN EXCHANGE TRADED F
214,779$12.2T1058433.16%
18
ARCCARES CAPITAL CORP
421,447$8.8T763628.43%
19
WMTWALMART INC
117,609$8.0T692362.21%
20
COPCONOCOPHILLIPS
66,033$7.6T656676.54%
21
RTXRTX CORPORATION
70,672$7.1T616847.28%
22
IGVISHARES TR
71,401$6.2T539467.22%
23
SCHXSCHWAB STRATEGIC TR
95,108$6.1T531286.90%
24
CRMSALESFORCE INC
23,264$6.0T520039.26%
25
CSXCSX CORP
176,187$5.9T512402.43%
26
VVISA INC
21,642$5.7T493880.86%
27
PANWPALO ALTO NETWORKS INC
16,647$5.6T490661.05%
28
METAMETA PLATFORMS INC
11,183$5.6T490241.81%
29
NDQINVESCO QQQ TR
11,220$5.4T467364.08%
30
BACVERIZON COMMUNICATIONS INC
128,936$5.3T462310.87%
31
CSCOCISCO SYS INC
111,785$5.3T461753.04%
32
HONHONEYWELL INTL INC
23,714$5.1T440278.33%
33
FDIFFIDELITY COVINGTON TRUST
174,867$5.0T438627.34%
34
STLASTELLANTIS N.V
238,759$4.7T412060.13%
35
QTECFIRST TR NASDAQ 100 TECH IND
23,058$4.6T395862.24%
36
SCHWSCHWAB CHARLES CORP
57,098$4.2T365823.25%
37
CBRECBRE GROUP INC
46,995$4.2T364098.62%
38
AMDADVANCED MICRO DEVICES INC
25,156$4.1T354787.33%
39
CMCSACOMCAST CORP NEW
103,510$4.1T352423.75%
40
SLBSCHLUMBERGER LTD
84,920$4.0T348346.41%
41
BLKCHFBLACKROCK INC
4,964$3.9T339800.13%
42
MDTMEDTRONIC PLC
47,615$3.7T325847.49%
43
VRTXVERTEX PHARMACEUTICALS INC
7,845$3.7T319699.49%
44
GOOGLALPHABET INC
20,051$3.7T317545.18%
45
KMIKINDER MORGAN INC DEL
169,775$3.4T293300.25%
46
IEIISHARES TR
29,086$3.4T292007.56%
47
TMOTHERMO FISHER SCIENTIFIC INC
6,049$3.3T290816.51%
48
JPMJPMORGAN CHASE & CO.
15,579$3.2T273956.97%
49
GQ9SPDR GOLD TR
14,478$3.1T270650.13%
50
DVNDEVON ENERGY CORP NEW
64,577$3.1T266132.77%
51
SBUXSTARBUCKS CORP
38,452$3.0T260269.25%
52
LLYELI LILLY & CO
3,219$2.9T253418.56%
53
CIBRFIRST TR EXCHANGE TRADED FD
51,586$2.9T253049.31%
54
COSTCOSTCO WHSL CORP NEW
3,407$2.9T251751.14%
55
VOOVANGUARD INDEX FDS
5,706$2.9T248102.79%
56
XLVSELECT SECTOR SPDR TR
18,836$2.7T238692.20%
57
SPTMSPDR SER TR
38,592$2.6T222627.68%
58
FSKFS KKR CAP CORP
125,135$2.5T214657.94%
59
TSLATESLA INC
11,918$2.4T205040.42%
60
TXNTEXAS INSTRS INC
11,795$2.3T199489.64%
61
XOMEXXON MOBIL CORP
19,528$2.2T195456.38%
62
BLOKAMPLIFY ETF TR
58,043$2.1T179000.18%
63
HLTHILTON WORLDWIDE HLDGS INC
9,247$2.0T175427.03%
64
PEPPEPSICO INC
12,209$2.0T175073.60%
65
JNJJOHNSON & JOHNSON
13,626$2.0T173154.22%
66
DDTOINNOVATOR ETFS TRUST
65,275$2.0T170428.86%
67
AVGOBROADCOM INC
1,188$1.9T165769.95%
68
DOCHEALTHPEAK PROPERTIES INC
94,150$1.8T160441.05%
69
HGVHILTON GRAND VACATIONS INC
43,405$1.8T152575.38%
70
PAPRINNOVATOR ETFS TRUST
50,575$1.8T152407.23%
71
HDHOME DEPOT INC
5,036$1.7T150726.16%
72
XDSQINNOVATOR ETFS TRUST
51,952$1.7T149962.01%
73
FIWFIRST TR EXCHANGE-TRADED FD
16,360$1.6T142216.31%
74
CVXCHEVRON CORP NEW
10,448$1.6T142097.72%
75
ETNEATON CORP PLC
5,009$1.6T136555.89%
76
JJACOBS SOLUTIONS INC
11,064$1.5T134400.11%
77
BXBLACKSTONE INC
11,358$1.4T122253.13%
78
NFLXNETFLIX INC
2,077$1.4T121897.61%
79
PGPROCTER AND GAMBLE CO
8,351$1.4T119744.96%
80
PLTRPALANTIR TECHNOLOGIES INC
51,256$1.3T112882.01%
81
MCDMCDONALDS CORP
5,063$1.3T112184.72%
82
CITHE CIGNA GROUP
3,862$1.3T111007.84%
83
MCKMCKESSON CORP
2,162$1.3T109806.97%
84
KMBKIMBERLY-CLARK CORP
9,047$1.3T108705.99%
85
ABBVABBVIE INC
7,091$1.2T105744.50%
86
GRNTGRANITE RIDGE RESOURCES INC
191,420$1.2T105349.42%
87
BMYBRISTOL-MYERS SQUIBB CO
28,853$1.2T104183.67%
88
LOWLOWES COS INC
5,054$1.1T96867.05%
89
SMHVANECK ETF TRUST
4,240$1.1T96112.98%
90
MRKMERCK & CO INC
8,733$1.1T94000.41%
91
DIVOAMPLIFY ETF TR
26,332$1.0T88600.39%
92
DRIDARDEN RESTAURANTS INC
6,703$1.0T88193.49%
93
TJXTJX COS INC NEW
8,801$969.0B84252.22%
94
KLACKLA CORP
1,129$930.6B80907.73%
95
ADPAUTOMATIC DATA PROCESSING IN
3,642$869.4B75591.18%
96
STZCONSTELLATION BRANDS INC
3,343$860.1B74780.68%
97
ACWIISHARES TR
7,592$853.3B74193.11%
98
ITOTISHARES TR
7,174$852.1B74088.17%
99
PAYXPAYCHEX INC
7,151$847.8B73713.96%
100
APOAPOLLO GLOBAL MGMT INC
7,141$843.2B73308.98%
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