SFMG, LLC Q3 2021 Filing

Filed November 1, 2021

Portfolio Value

$901.5B

Holdings

257

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (257 positions)

#StockSharesValue% PortfolioType
1
ATOATMOS ENERGY CORP
1,226,315$108.2B12.00%
2
IVVISHARES TR
216,430$93.2B10.34%
3
SPHQINVESCO EXCHANGE TRADED FD T
1,591,796$77.3B8.57%
4
GSLCGOLDMAN SACHS ETF TR
732,585$63.0B6.99%
5
QUSSPDR SER TR
393,805$47.0B5.21%
6
MOATVANECK ETF TRUST
548,719$40.2B4.46%
7
IGVISHARES TR
91,649$36.6B4.06%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
106,250$29.0B3.22%
9
IEIISHARES TR
209,697$27.3B3.03%
10
AAPLAPPLE INC
192,783$27.3B3.03%
11
MSFTMICROSOFT CORP
70,725$19.9B2.21%
12
IVOLKRANESHARES TR
630,536$17.6B1.95%
13
RSPINVESCO EXCHANGE TRADED FD T
89,716$13.4B1.49%
14
AMZNAMAZON COM INC
3,810$12.5B1.39%
15
SPYSPDR S&P 500 ETF TR
26,198$11.2B1.25%
16
SCHXSCHWAB STRATEGIC TR
85,076$8.8B0.98%
17
CSXCSX CORP
266,371$7.9B0.88%
18
GOOGALPHABET INC
2,592$6.9B0.77%
19
ARCCARES CAPITAL CORP
285,884$5.8B0.64%
20
TAT&T INC
192,917$5.2B0.58%
21
AMATAPPLIED MATLS INC
38,576$5.0B0.55%
22
BACVERIZON COMMUNICATIONS INC
90,234$4.9B0.54%
23
GQ9SPDR GOLD TR
27,428$4.5B0.50%
24
FSKFS KKR CAP CORP
202,372$4.5B0.49%
25
XLVSELECT SECTOR SPDR TR
33,690$4.3B0.48%
26
PFEPFIZER INC
99,201$4.3B0.47%
27
WMTWALMART INC
30,404$4.2B0.47%
28
QTECFIRST TR NASDAQ 100 TECH IND
25,534$4.0B0.45%
29
SHYISHARES TR
46,503$4.0B0.44%
30
HONHONEYWELL INTL INC
18,454$3.9B0.43%
31
NDQINVESCO QQQ TR
10,682$3.8B0.42%
32
ABBVABBVIE INC
34,828$3.8B0.42%
33
CMCSACOMCAST CORP NEW
67,076$3.8B0.42%
34
METAFACEBOOK INC
10,954$3.7B0.41%
35
NVDANVIDIA CORPORATION
17,746$3.7B0.41%
36
CSCOCISCO SYS INC
63,892$3.5B0.39%
37
DOCUSDPHYSICIANS RLTY TR
195,580$3.4B0.38%
38
RTXRAYTHEON TECHNOLOGIES CORP
38,294$3.3B0.37%
39
GXDWGLOBAL X FDS
64,868$3.2B0.36%
40
CBRECBRE GROUP INC
32,061$3.1B0.35%
41
CIBRFIRST TR EXCHANGE TRADED FD
63,535$3.1B0.34%
42
SGOLABERDEEN STD GOLD ETF TR
183,124$3.1B0.34%
43
VVISA INC
13,326$3.0B0.33%
44
FEFIRSTENERGY CORP
82,730$2.9B0.33%
45
PANWPALO ALTO NETWORKS INC
6,042$2.9B0.32%
46
MRKMERCK & CO INC
38,412$2.9B0.32%
47
BMYBRISTOL-MYERS SQUIBB CO
47,990$2.8B0.32%
48
CVSCVS HEALTH CORP
31,175$2.6B0.29%
49
HGVHILTON GRAND VACATIONS INC
54,630$2.6B0.29%
50
COPCONOCOPHILLIPS
38,019$2.6B0.29%
51
VODVODAFONE GROUP PLC NEW
165,852$2.6B0.28%
52
ROBOEXCHANGE TRADED CONCEPTS TR
37,655$2.4B0.27%
53
SIREN ETF TR
63,374$2.4B0.27%
54
JNJJOHNSON & JOHNSON
14,887$2.4B0.27%
55
JPMJPMORGAN CHASE & CO
13,913$2.3B0.25%
56
GOOGLALPHABET INC
836$2.2B0.25%
57
AKAFETF SER SOLUTIONS
77,270$2.1B0.24%
58
BXBLACKSTONE INC
17,948$2.1B0.23%
59
TSLATESLA INC
2,689$2.1B0.23%
60
ORCLORACLE CORP
23,157$2.0B0.22%
61
VMWEURVMWARE INC
13,443$2.0B0.22%
62
BLKCHFBLACKROCK INC
2,336$2.0B0.22%
63
PTBDPACER FDS TR
70,675$1.9B0.21%
64
SBUXSTARBUCKS CORP
16,519$1.8B0.20%
65
BCCCGLOBAL X FDS
71,700$1.8B0.20%
66
TMOTHERMO FISHER SCIENTIFIC INC
3,182$1.8B0.20%
67
KRKROGER CO
42,270$1.7B0.19%
68
ICEINTERCONTINENTAL EXCHANGE IN
14,844$1.7B0.19%
69
HDHOME DEPOT INC
5,079$1.7B0.18%
70
VEEVVEEVA SYS INC
5,724$1.6B0.18%
71
DISDISNEY WALT CO
9,522$1.6B0.18%
72
HLTHILTON WORLDWIDE HLDGS INC
11,950$1.6B0.18%
73
COSTCOSTCO WHSL CORP NEW
3,350$1.5B0.17%
74
JECUSDJACOBS ENGR GROUP INC
11,058$1.5B0.16%
75
VRTXVERTEX PHARMACEUTICALS INC
7,910$1.4B0.16%
76
PEGPUBLIC SVC ENTERPRISE GRP IN
22,740$1.4B0.15%
77
LABORATORY CORP AMER HLDGS
4,879$1.4B0.15%
78
LOWLOWES COS INC
6,395$1.3B0.14%
79
BMTABRITISH AMERN TOB PLC
36,598$1.3B0.14%
80
DHID R HORTON INC
15,308$1.3B0.14%
81
PGPROCTER AND GAMBLE CO
9,115$1.3B0.14%
82
SHVISHARES TR
11,096$1.2B0.14%
83
PYPLPAYPAL HLDGS INC
4,646$1.2B0.13%
84
VOOVANGUARD INDEX FDS
3,058$1.2B0.13%
85
HOLXHOLOGIC INC
15,785$1.2B0.13%
86
TXNTEXAS INSTRS INC
5,892$1.1B0.13%
87
NFLXNETFLIX INC
1,813$1.1B0.12%
88
SCHOSCHWAB STRATEGIC TR
21,097$1.1B0.12%
89
IPINTERNATIONAL PAPER CO
19,102$1.1B0.12%
90
CFBCROSSFIRST BANKSHARES INC
79,656$1.0B0.11%
91
BABOEING CO
4,471$983.0M0.11%
92
AQLTISHARES TR
34,571$917.0M0.10%
93
SCHRSCHWAB STRATEGIC TR
16,160$916.0M0.10%
94
KMBKIMBERLY-CLARK CORP
6,860$909.0M0.10%
95
PEPPEPSICO INC
5,848$880.0M0.10%
96
CICIGNA CORP NEW
4,384$878.0M0.10%
97
VTIVANGUARD INDEX FDS
3,869$859.0M0.10%
98
CRMSALESFORCE COM INC
3,134$850.0M0.09%
99
MCDMCDONALDS CORP
3,454$833.0M0.09%
100
PLTRPALANTIR TECHNOLOGIES INC
34,165$821.0M0.09%
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