SFMG, LLC Q4 2018 Filing

Filed February 12, 2019

Portfolio Value

$618.3B

Holdings

137

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (137 positions)

#StockSharesValue% PortfolioType
1
ATOATMOS ENERGY CORP
1,099,482$101.9B16.49%
2
SPHQINVESCO EXCHANGE TRADED FD T
2,011,759$55.9B9.05%
3
SCHXSCHWAB STRATEGIC TR
907,126$54.2B8.76%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
264,101$53.9B8.72%
5
MOATVANECK VECTORS ETF TR
1,251,786$51.5B8.34%
6
NDQINVESCO QQQ TR
232,126$35.8B5.79%
7
XLVSELECT SECTOR SPDR TR
351,341$30.4B4.92%
8
SCHOSCHWAB STRATEGIC TR
514,481$25.7B4.15%
9
BILSPDR SER TR
278,922$25.5B4.13%
10
SPYSPDR S&P 500 ETF TR
94,492$23.6B3.82%
11
GSLCGOLDMAN SACHS ETF TR
355,504$17.9B2.89%
12
XLFISELECT SECTOR SPDR TR
332,570$16.9B2.73%
13
AAPLAPPLE INC
66,663$10.5B1.70%
14
IVVISHARES TR
30,088$7.6B1.22%
15
AMLPUSDALPS ETF TR
817,000$7.1B1.15%
16
MSFTMICROSOFT CORP
60,125$5.1B0.83%
17
CSXCSX CORP
67,769$4.2B0.68%
18
SHYISHARES TR
41,073$3.4B0.56%
19
WTPIWISDOMTREE TR
132,673$3.4B0.55%
20
ARCCARES CAP CORP
202,330$3.2B0.51%
21
GOOGALPHABET INC
2,978$3.1B0.50%
22
EEMISHARES TR
71,605$2.8B0.45%
23
DOCUSDPHYSICIANS RLTY TR
167,500$2.7B0.43%
24
AMZNAMAZON COM INC
1,923$2.6B0.42%
25
LFEQVANECK VECTORS ETF TR
102,420$2.5B0.41%
26
SDOGALPS ETF TR
63,194$2.5B0.40%
27
XOMEXXON MOBIL CORP
33,576$2.3B0.37%
28
METAFACEBOOK INC
15,576$2.0B0.33%
29
SPHDINVESCO EXCHNG TRADED FD TR
48,433$1.9B0.30%
30
APUAMERIGAS PARTNERS L P
70,695$1.8B0.29%
31
VVISA INC
13,331$1.8B0.28%
32
GOOGLALPHABET INC
1,871$1.7B0.28%
33
VEEVVEEVA SYS INC
19,385$1.7B0.28%
34
ALLERGAN PLC
12,338$1.6B0.27%
35
CICIGNA CORP NEW
8,044$1.5B0.25%
36
GQ9SPDR GOLD TRUST
10,205$1.2B0.20%
37
JNJJOHNSON & JOHNSON
9,544$1.2B0.20%
38
BABOEING CO
3,574$1.2B0.19%
39
BABAALIBABA GROUP HLDG LTD
8,234$1.1B0.18%
40
JPMJPMORGAN CHASE & CO
10,665$1.0B0.17%
41
TAT&T INC
36,801$1.0B0.17%
42
AMDADVANCED MICRO DEVICES INC
52,903$977.0M0.16%
43
BACVERIZON COMMUNICATIONS INC
16,595$933.0M0.15%
44
CBTXEURCBTX INC
31,714$932.0M0.15%
45
HGVHILTON GRAND VACATIONS INC
35,000$924.0M0.15%
46
NVDANVIDIA CORP
6,947$914.0M0.15%
47
HDVISHARES TR
10,742$906.0M0.15%
48
FNDBSCHWAB STRATEGIC TR
25,902$867.0M0.14%
49
CGCCANOPY GROWTH CORP
31,727$853.0M0.14%
50
EPDENTERPRISE PRODS PARTNERS L
31,919$785.0M0.13%
51
INTCINTEL CORP
16,609$779.0M0.13%
52
LLYLILLY ELI & CO
6,552$758.0M0.12%
53
WEPMAGELLAN MIDSTREAM PRTNRS LP
13,032$744.0M0.12%
54
HDHOME DEPOT INC
5,270$735.0M0.12%
55
CVXCHEVRON CORP NEW
6,421$699.0M0.11%
56
PAAPLAINS ALL AMERN PIPELINE L
33,449$670.0M0.11%
57
JECUSDJACOBS ENGR GROUP INC DEL
11,234$657.0M0.11%
58
IVWISHARES TR
4,247$640.0M0.10%
59
UTXZUNITED TECHNOLOGIES CORP
5,732$610.0M0.10%
60
DHID R HORTON INC
17,607$610.0M0.10%
61
DRIDARDEN RESTAURANTS INC
6,074$607.0M0.10%
62
ACNACCENTURE PLC IRELAND
4,262$601.0M0.10%
63
EFAISHARES TR
10,094$593.0M0.10%
64
IPINTL PAPER CO
14,274$576.0M0.09%
65
IBERIABANK CORP
8,584$552.0M0.09%
66
NATIONAL COMM CORP
15,000$540.0M0.09%
67
JKHYHENRY JACK & ASSOC INC
4,258$539.0M0.09%
68
MTDRMATADOR RES CO
33,422$519.0M0.08%
69
KOCOCA COLA CO
10,917$517.0M0.08%
70
COSTCOSTCO WHSL CORP NEW
2,437$496.0M0.08%
71
CYRUSONE INC
9,375$496.0M0.08%
72
VCITVANGUARD SCOTTSDALE FDS
5,850$485.0M0.08%
73
ABBVABBVIE INC
5,118$472.0M0.08%
74
HUMHUMANA INC
1,645$471.0M0.08%
75
ETENERGY TRANSFER LP
35,297$466.0M0.08%
76
NEENEXTERA ENERGY INC
2,660$462.0M0.07%
77
PFFISHARES TR
13,504$462.0M0.07%
78
PGPROCTER AND GAMBLE CO
5,002$460.0M0.07%
79
WMTWALMART INC
4,930$459.0M0.07%
80
NFLXNETFLIX INC
1,811$459.0M0.07%
81
PFEPFIZER INC
10,282$449.0M0.07%
82
XLNXEURXILINX INC
5,241$446.0M0.07%
83
IWRISHARES TR
9,232$429.0M0.07%
84
LUVSOUTHWEST AIRLS CO
9,155$426.0M0.07%
85
AMERICAN ELECTRIC TECH INC
493,986$424.0M0.07%
86
VOOVANGUARD INDEX FDS
1,794$412.0M0.07%
87
BMYBRISTOL MYERS SQUIBB CO
7,784$405.0M0.07%
88
BXUSDBLACKSTONE GROUP L P
13,385$399.0M0.06%
89
FXGFIRST TR EXCHANGE TRADED FD
9,427$398.0M0.06%
90
MLMMARTIN MARIETTA MATLS INC
2,295$394.0M0.06%
91
AMGNAMGEN INC
1,983$386.0M0.06%
92
IVEISHARES TR
3,749$379.0M0.06%
93
TSCOTRACTOR SUPPLY CO
4,453$372.0M0.06%
94
MOALTRIA GROUP INC
7,478$369.0M0.06%
95
IWBISHARES TR
2,562$355.0M0.06%
96
GRMNGARMIN LTD
5,593$354.0M0.06%
97
LOWLOWES COS INC
3,783$349.0M0.06%
98
GEGENERAL ELECTRIC CO
51,640$346.0M0.06%
99
ACBAURORA CANNABIS INC
69,199$343.0M0.06%
100
CSCOCISCO SYS INC
7,734$335.0M0.05%
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