SFMG, LLC Q3 2019 Filing

Filed October 29, 2019

Portfolio Value

$738.7B

Holdings

156

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
1
ATOATMOS ENERGY CORP
1,182,870$134.7B18.24%
2
SPHQINVESCO EXCHANGE TRADED FD T
2,050,576$68.8B9.31%
3
MOATVANECK VECTORS ETF TR
1,285,473$64.5B8.73%
4
SCHXSCHWAB STRATEGIC TR
833,782$59.1B8.01%
5
GSLCGOLDMAN SACHS ETF TR
815,620$48.8B6.61%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
195,434$40.7B5.50%
7
AMLPUSDALPS ETF TR
3,781,459$34.6B4.68%
8
XLFISELECT SECTOR SPDR TR
535,797$32.9B4.46%
9
SCHMSCHWAB STRATEGIC TR
575,241$32.5B4.40%
10
AQLTISHARES TR
1,209,539$31.8B4.31%
11
SPYSPDR S&P 500 ETF TR
82,273$24.4B3.31%
12
QUSSPDR SERIES TRUST
180,908$16.1B2.17%
13
AAPLAPPLE INC
48,521$10.9B1.47%
14
IVVISHARES TR
30,024$9.0B1.21%
15
EEMISHARES TR
162,446$6.6B0.90%
16
MSFTMICROSOFT CORP
45,360$6.3B0.85%
17
CSXCSX CORP
68,545$4.7B0.64%
18
ARCCARES CAP CORP
215,880$4.0B0.54%
19
DOCUSDPHYSICIANS RLTY TR
221,407$3.9B0.53%
20
SZNEPACER FDS TR
119,436$3.5B0.47%
21
SPLVINVESCO EXCHNG TRADED FD TR
50,247$2.9B0.39%
22
AMZNAMAZON COM INC
1,668$2.9B0.39%
23
METAFACEBOOK INC
15,430$2.7B0.37%
24
LFEQVANECK VECTORS ETF TR
87,362$2.4B0.33%
25
QTECFIRST TR NASDAQ100 TECH INDE
27,865$2.4B0.33%
26
PTLCPACER FDS TR
73,185$2.3B0.31%
27
SPHDINVESCO EXCHNG TRADED FD TR
52,378$2.2B0.30%
28
XOMEXXON MOBIL CORP
31,603$2.2B0.30%
29
ABBVABBVIE INC
27,243$2.1B0.28%
30
INCYINCYTE CORP
25,220$1.9B0.25%
31
CVXCHEVRON CORP NEW
14,935$1.8B0.24%
32
IEFISHARES TR
15,219$1.7B0.23%
33
PFEPFIZER INC
47,459$1.7B0.23%
34
VVISA INC
9,485$1.6B0.22%
35
ACNACCENTURE PLC IRELAND
8,324$1.6B0.22%
36
UTXZUNITED TECHNOLOGIES CORP
11,715$1.6B0.22%
37
CFBCROSSFIRST BANKSHARES INC
106,536$1.5B0.21%
38
NKENIKE INC
15,955$1.5B0.20%
39
HSYHERSHEY CO
9,319$1.4B0.20%
40
BABOEING CO
3,780$1.4B0.19%
41
NDQINVESCO QQQ TR
7,589$1.4B0.19%
42
XLVSELECT SECTOR SPDR TR
15,602$1.4B0.19%
43
HGVHILTON GRAND VACATIONS INC
43,135$1.4B0.19%
44
PHMPULTE GROUP INC
37,127$1.4B0.18%
45
METMETLIFE INC
28,773$1.4B0.18%
46
TSCOTRACTOR SUPPLY CO
13,980$1.3B0.17%
47
JPMJPMORGAN CHASE & CO
10,440$1.2B0.17%
48
CICIGNA CORP NEW
8,008$1.2B0.16%
49
BABAALIBABA GROUP HLDG LTD
7,237$1.2B0.16%
50
HDHOME DEPOT INC
5,178$1.2B0.16%
51
GQ9SPDR GOLD TRUST
8,343$1.2B0.16%
52
TAT&T INC
30,386$1.1B0.16%
53
JNJJOHNSON & JOHNSON
8,223$1.1B0.14%
54
BACVERIZON COMMUNICATIONS INC
16,762$1.0B0.14%
55
JECUSDJACOBS ENGR GROUP INC
10,984$1.0B0.14%
56
HDVISHARES TR
9,993$941.0M0.13%
57
FNDBSCHWAB STRATEGIC TR
23,906$935.0M0.13%
58
CBTXEURCBTX INC
31,714$884.0M0.12%
59
EPDENTERPRISE PRODS PARTNERS L
29,735$850.0M0.12%
60
BILSPDR SERIES TRUST
9,253$847.0M0.11%
61
DHID R HORTON INC
15,793$832.0M0.11%
62
GOOGALPHABET INC
681$830.0M0.11%
63
WEPMAGELLAN MIDSTREAM PRTNRS LP
12,280$814.0M0.11%
64
IVWISHARES TR
4,247$765.0M0.10%
65
STZCONSTELLATION BRANDS INC
3,653$757.0M0.10%
66
CGCCANOPY GROWTH CORP
32,582$747.0M0.10%
67
CYRUSONE INC
9,375$742.0M0.10%
68
KOCOCA COLA CO
13,384$729.0M0.10%
69
DRIDARDEN RESTAURANTS INC
6,074$718.0M0.10%
70
COSTCOSTCO WHSL CORP NEW
2,435$701.0M0.09%
71
WMTWALMART INC
5,742$681.0M0.09%
72
PAAPLAINS ALL AMERN PIPELINE L
32,599$676.0M0.09%
73
GOOGLALPHABET INC
547$668.0M0.09%
74
VTIVANGUARD INDEX FDS
4,302$650.0M0.09%
75
CSCOCISCO SYS INC
12,889$637.0M0.09%
76
PGPROCTER & GAMBLE CO
5,098$634.0M0.09%
77
NEENEXTERA ENERGY INC
2,660$620.0M0.08%
78
CSFLUSDCENTERSTATE BK CORP
24,750$594.0M0.08%
79
BXBLACKSTONE GROUP INC
12,140$593.0M0.08%
80
MLMMARTIN MARIETTA MATLS INC
2,152$590.0M0.08%
81
IWRISHARES TR
10,172$569.0M0.08%
82
MRSHMARSH & MCLENNAN COS INC
5,669$567.0M0.08%
83
IPINTL PAPER CO
13,426$561.0M0.08%
84
MTDRMATADOR RES CO
33,422$552.0M0.07%
85
LOWLOWES COS INC
4,965$546.0M0.07%
86
VCITVANGUARD SCOTTSDALE FDS
5,850$534.0M0.07%
87
IBERIABANK CORP
7,056$533.0M0.07%
88
INTCINTEL CORP
10,317$532.0M0.07%
89
VOOVANGUARD INDEX FDS
1,943$530.0M0.07%
90
EFAISHARES TR
7,754$506.0M0.07%
91
MOALTRIA GROUP INC
12,184$498.0M0.07%
92
JKHYHENRY JACK & ASSOC INC
3,413$498.0M0.07%
93
LUVSOUTHWEST AIRLS CO
9,003$486.0M0.07%
94
NFLXNETFLIX INC
1,815$486.0M0.07%
95
PFFISHARES TR
12,691$476.0M0.06%
96
PEPPEPSICO INC
3,457$474.0M0.06%
97
BMYBRISTOL MYERS SQUIBB CO
9,169$465.0M0.06%
98
SCHRSCHWAB STRATEGIC TR
7,884$438.0M0.06%
99
IVEISHARES TR
3,608$430.0M0.06%
100
IBMINTERNATIONAL BUSINESS MACHS
2,851$415.0M0.06%
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