SFMG, LLC Q4 2019 Filing

Filed February 5, 2020

Portfolio Value

$817.5B

Holdings

171

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
ATOATMOS ENERGY CORP
1,193,242$133.5B16.33%
2
SPHQINVESCO EXCHANGE TRADED FD T
2,010,683$73.5B8.99%
3
SCHXSCHWAB STRATEGIC TR
837,325$64.3B7.87%
4
MOATVANECK VECTORS ETF TRUST
1,063,913$58.3B7.13%
5
GSLCGOLDMAN SACHS ETF TR
809,835$52.4B6.41%
6
BRK/BBERKSHIRE HATHAWAY INC DEL
170,148$38.5B4.71%
7
SCHMSCHWAB STRATEGIC TR
562,847$33.9B4.14%
8
QUSSPDR SERIES TRUST
353,331$33.5B4.09%
9
SPABSPDR SERIES TRUST
1,100,949$32.3B3.96%
10
XLFISELECT SECTOR SPDR TR
510,092$32.1B3.93%
11
AQLTISHARES TR
1,150,241$29.8B3.65%
12
IAIISHARES TR
399,085$27.3B3.34%
13
SPYSPDR S&P 500 ETF TR
78,981$25.4B3.11%
14
AAPLAPPLE INC
44,205$13.0B1.59%
15
IVVISHARES TR
30,337$9.8B1.20%
16
MSFTMICROSOFT CORP
48,816$7.7B0.94%
17
EEMISHARES TR
152,566$6.8B0.84%
18
CSXCSX CORP
68,720$5.0B0.61%
19
AMLPUSDALPS ETF TR
569,438$4.8B0.59%
20
ARCCARES CAP CORP
248,396$4.6B0.57%
21
DOCUSDPHYSICIANS RLTY TR
231,623$4.4B0.54%
22
SZNEPACER FDS TR
134,841$4.2B0.51%
23
SPLVINVESCO EXCHNG TRADED FD TR
55,625$3.2B0.40%
24
METAFACEBOOK INC
15,576$3.2B0.39%
25
LFEQVANECK VECTORS ETF TRUST
100,781$3.0B0.37%
26
AMZNAMAZON COM INC
1,527$2.8B0.35%
27
QTECFIRST TR NASDAQ100 TECH INDE
26,478$2.6B0.32%
28
XLVSELECT SECTOR SPDR TR
25,902$2.6B0.32%
29
CFBCROSSFIRST BANKSHARES INC
175,536$2.5B0.31%
30
INCYINCYTE CORP
27,545$2.4B0.29%
31
PTLCPACER FDS TR
70,059$2.3B0.29%
32
ABBVABBVIE INC
25,812$2.3B0.28%
33
PFEPFIZER INC
55,168$2.2B0.26%
34
UTXZUNITED TECHNOLOGIES CORP
13,921$2.1B0.26%
35
VVISA INC
11,017$2.1B0.25%
36
CVXCHEVRON CORP NEW
17,161$2.1B0.25%
37
XOMEXXON MOBIL CORP
29,328$2.0B0.25%
38
ACNACCENTURE PLC IRELAND
9,547$2.0B0.25%
39
NKENIKE INC
18,115$1.8B0.22%
40
MLPXUSDGLOBAL X FDS
145,300$1.8B0.22%
41
SPHDINVESCO EXCHNG TRADED FD TR
39,506$1.7B0.21%
42
METMETLIFE INC
34,124$1.7B0.21%
43
PHMPULTE GROUP INC
43,087$1.7B0.20%
44
CICIGNA CORP NEW
8,008$1.6B0.20%
45
NDQINVESCO QQQ TR
7,662$1.6B0.20%
46
HSYHERSHEY CO
10,807$1.6B0.19%
47
BABOEING CO
4,674$1.5B0.19%
48
AIGAMERICAN INTL GROUP INC
29,628$1.5B0.19%
49
BABAALIBABA GROUP HLDG LTD
7,107$1.5B0.18%
50
IEFISHARES TR
13,644$1.5B0.18%
51
HGVHILTON GRAND VACATIONS INC
43,135$1.5B0.18%
52
PANWPALO ALTO NETWORKS INC
6,397$1.5B0.18%
53
MRKMERCK & CO INC
16,247$1.5B0.18%
54
JPMJPMORGAN CHASE & CO
10,416$1.5B0.18%
55
COFCAPITAL ONE FINL CORP
11,738$1.2B0.15%
56
JNJJOHNSON & JOHNSON
8,262$1.2B0.15%
57
HDHOME DEPOT INC
5,477$1.2B0.15%
58
TAT&T INC
30,513$1.2B0.15%
59
GQ9SPDR GOLD TRUST
7,960$1.1B0.14%
60
DELLDELL TECHNOLOGIES INC
22,051$1.1B0.14%
61
ELANELANCO ANIMAL HEALTH INC
36,520$1.1B0.13%
62
BACVERIZON COMMUNICATIONS INC
17,159$1.1B0.13%
63
BAMBROOKFIELD ASSET MGMT INC
18,200$1.1B0.13%
64
JECUSDJACOBS ENGR GROUP INC
10,984$987.0M0.12%
65
CBTXEURCBTX INC
31,714$987.0M0.12%
66
FNDBSCHWAB STRATEGIC TR
23,350$984.0M0.12%
67
GOOGALPHABET INC
676$904.0M0.11%
68
EPDENTERPRISE PRODS PARTNERS L
30,486$858.0M0.10%
69
BILSPDR SERIES TRUST
9,217$843.0M0.10%
70
DHID R HORTON INC
15,794$833.0M0.10%
71
IVWISHARES TR
4,247$822.0M0.10%
72
BHCBAUSCH HEALTH COS INC
27,210$814.0M0.10%
73
GOOGLALPHABET INC
603$808.0M0.10%
74
HDVISHARES TR
8,232$807.0M0.10%
75
VLUEISHARES TR
8,837$793.0M0.10%
76
WMTWALMART INC
6,619$787.0M0.10%
77
WEPMAGELLAN MIDSTREAM PRTNRS LP
11,800$742.0M0.09%
78
COSTCOSTCO WHSL CORP NEW
2,435$716.0M0.09%
79
VTIVANGUARD INDEX FDS
4,279$700.0M0.09%
80
CGCCANOPY GROWTH CORP
33,057$697.0M0.09%
81
BXBLACKSTONE GROUP INC
12,140$679.0M0.08%
82
KOCOCA COLA CO
12,241$678.0M0.08%
83
STZCONSTELLATION BRANDS INC
3,541$672.0M0.08%
84
PAAPLAINS ALL AMERN PIPELINE L
36,392$669.0M0.08%
85
DRIDARDEN RESTAURANTS INC
6,074$662.0M0.08%
86
PGPROCTER & GAMBLE CO
5,280$659.0M0.08%
87
NEENEXTERA ENERGY INC
2,660$644.0M0.08%
88
CSCOCISCO SYS INC
13,337$640.0M0.08%
89
MRSHMARSH & MCLENNAN COS INC
5,681$633.0M0.08%
90
CSFLUSDCENTERSTATE BK CORP
24,750$618.0M0.08%
91
IPINTL PAPER CO
13,426$618.0M0.08%
92
CYRUSONE INC
9,375$613.0M0.07%
93
IWRISHARES TR
10,172$606.0M0.07%
94
MTDRMATADOR RES CO
33,422$601.0M0.07%
95
MLMMARTIN MARIETTA MATLS INC
2,146$600.0M0.07%
96
INTCINTEL CORP
9,900$593.0M0.07%
97
BMYBRISTOL MYERS SQUIBB CO
9,171$589.0M0.07%
98
MOALTRIA GROUP INC
11,776$588.0M0.07%
99
VOOVANGUARD INDEX FDS
1,943$575.0M0.07%
100
LOWLOWES COS INC
4,573$548.0M0.07%
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