$737 Million is the total value of SFMG, LLC's 156 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 22.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATO | Buy | ATMOS ENERGY CORP | $128,517,000 | +12.2% | 1,188,542 | +6.8% | 17.44% | +5.3% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $72,419,000 | +14.6% | 1,438,318 | +6.2% | 9.83% | +7.6% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $69,200,000 | +6.3% | 2,034,704 | +0.5% | 9.39% | -0.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $60,516,000 | +5.9% | 837,360 | -0.9% | 8.21% | -0.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $53,170,000 | +3.7% | 253,309 | -0.7% | 7.22% | -2.6% |
| GSLC | Buy | GOLDMAN SACHS ETF TRequity etf | $47,382,000 | +10.0% | 780,206 | +2.9% | 6.43% | +3.2% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $39,373,000 | +383.3% | 3,941,256 | +385.3% | 5.34% | +353.6% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $35,404,000 | +2.3% | 605,915 | -3.0% | 4.80% | -4.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $33,393,000 | +27.6% | 553,145 | +18.6% | 4.53% | +19.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $30,865,000 | +3.2% | 1,201,427 | +1.4% | 4.19% | -3.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $26,049,000 | +3.4% | 86,253 | -3.3% | 3.54% | -2.9% |
| AAPL | Sell | APPLE INC | $10,237,000 | +5.2% | 49,279 | -3.8% | 1.39% | -1.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,482,000 | +14.5% | 31,215 | +7.2% | 1.29% | +7.4% |
| MSFT | Buy | MICROSOFT CORP | $7,263,000 | +20.5% | 51,390 | +0.5% | 0.99% | +13.1% |
| CSX | Sell | CSX CORP | $4,729,000 | -17.1% | 68,574 | -10.1% | 0.64% | -22.2% |
| ARCC | Buy | ARES CAP CORP | $4,015,000 | +12.7% | 220,480 | +6.1% | 0.54% | +5.8% |
| DOC | Buy | PHYSICIANS RLTY TR | $3,791,000 | +19.3% | 220,907 | +30.8% | 0.51% | +12.0% |
| SZNE | New | PACER FDS TRcfra stval eql | $3,229,000 | – | 110,888 | +100.0% | 0.44% | – |
| AMZN | Sell | AMAZON COM INC | $3,204,000 | +7.0% | 1,649 | -2.0% | 0.44% | +0.5% |
| FB | Buy | FACEBOOK INCcl a | $3,082,000 | +20.2% | 15,430 | +0.4% | 0.42% | +12.7% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,831,000 | -7.3% | 66,302 | -6.8% | 0.38% | -12.9% |
| SPLV | Sell | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $2,818,000 | -1.1% | 50,348 | -7.0% | 0.38% | -7.3% |
| XOM | Buy | EXXON MOBIL CORP | $2,564,000 | -6.3% | 34,276 | +1.2% | 0.35% | -11.9% |
| QTEC | New | FIRST TR NASDAQ100 TECH INDE | $2,535,000 | – | 27,765 | +100.0% | 0.34% | – |
| LFEQ | Sell | VANECK VECTORS ETF TRndr cmg ln flt | $2,487,000 | -13.5% | 87,556 | -19.2% | 0.34% | -19.0% |
| PTLC | Sell | PACER FDS TRtrendp us lar cp | $2,330,000 | -14.9% | 73,946 | -20.6% | 0.32% | -20.2% |
| SPHD | Sell | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $2,219,000 | -11.3% | 52,378 | -11.1% | 0.30% | -16.9% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $1,676,000 | – | 15,312 | +100.0% | 0.23% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,502,000 | +18.3% | 7,691 | +8.8% | 0.20% | +10.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,492,000 | -95.7% | 16,200 | -95.7% | 0.20% | -95.9% |
| INCY | New | INCYTE CORP | $1,442,000 | – | 17,994 | +100.0% | 0.20% | – |
| T | Buy | AT&T INC | $1,419,000 | +22.4% | 41,565 | +12.4% | 0.19% | +14.9% |
| BA | Buy | BOEING CO | $1,338,000 | -8.2% | 3,877 | +1.4% | 0.18% | -13.7% |
| CI | Sell | CIGNA CORP NEW | $1,340,000 | +4.0% | 8,008 | -0.0% | 0.18% | -2.2% |
| CVX | Buy | CHEVRON CORP NEW | $1,325,000 | +27.3% | 10,711 | +26.7% | 0.18% | +20.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,294,000 | -3.1% | 7,237 | -1.1% | 0.18% | -8.8% |
| ABBV | Buy | ABBVIE INC | $1,216,000 | +185.4% | 17,950 | +239.3% | 0.16% | +166.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,206,000 | +18.1% | 10,380 | +2.9% | 0.16% | +10.8% |
| V | Sell | VISA INC | $1,151,000 | -50.1% | 6,264 | -57.6% | 0.16% | -53.2% |
| HGV | HILTON GRAND VACATIONS INC | $1,145,000 | +6.0% | 35,000 | 0.0% | 0.16% | -0.6% | |
| JNJ | Sell | JOHNSON & JOHNSON | $1,135,000 | -16.1% | 8,685 | -10.2% | 0.15% | -21.0% |
| CGC | Buy | CANOPY GROWTH CORP | $1,127,000 | -18.4% | 32,370 | +1.7% | 0.15% | -23.5% |
| GLD | Sell | SPDR GOLD TRUST | $1,115,000 | -17.3% | 8,343 | -24.5% | 0.15% | -22.6% |
| HD | Buy | HOME DEPOT INC | $1,103,000 | +21.9% | 5,083 | +7.8% | 0.15% | +14.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,064,000 | +36.9% | 5,404 | +22.5% | 0.14% | +28.6% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,041,000 | +3.9% | 10,893 | +1.4% | 0.14% | -2.8% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,029,000 | +14.8% | 7,587 | +9.1% | 0.14% | +7.7% |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $1,026,000 | +5.3% | 25,901 | -0.0% | 0.14% | -1.4% |
| KO | Buy | COCA COLA CO | $1,012,000 | +97.7% | 18,686 | +71.2% | 0.14% | +85.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,007,000 | +5.2% | 17,640 | +9.0% | 0.14% | -0.7% |
| CBTX | CBTX INC | $976,000 | -5.2% | 31,714 | 0.0% | 0.13% | -11.4% | |
| J | Sell | JACOBS ENGR GROUP INC | $933,000 | +10.4% | 10,984 | -2.2% | 0.13% | +4.1% |
| MET | New | METLIFE INC | $916,000 | – | 18,076 | +100.0% | 0.12% | – |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $898,000 | +3.1% | 29,735 | -0.7% | 0.12% | -3.2% |
| TSCO | Buy | TRACTOR SUPPLY CO | $880,000 | +42.9% | 8,006 | +27.1% | 0.12% | +33.7% |
| HSY | Buy | HERSHEY CO | $857,000 | +79.3% | 5,603 | +34.6% | 0.12% | +68.1% |
| BIL | Sell | SPDR SERIES TRUSTspdr bloomberg | $847,000 | -87.5% | 9,253 | -87.5% | 0.12% | -88.3% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $841,000 | +9.2% | 12,707 | 0.0% | 0.11% | +2.7% | |
| NKE | New | NIKE INCcl b | $834,000 | – | 9,531 | +100.0% | 0.11% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $827,000 | -75.4% | 661 | -77.0% | 0.11% | -77.0% |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $802,000 | +0.4% | 32,599 | 0.0% | 0.11% | -6.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $786,000 | +7.4% | 4,247 | 0.0% | 0.11% | +0.9% | |
| DRI | DARDEN RESTAURANTS INC | $765,000 | +3.7% | 6,074 | 0.0% | 0.10% | -2.8% | |
| PHM | New | PULTE GROUP INC | $756,000 | – | 23,717 | +100.0% | 0.10% | – |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $745,000 | +14.3% | 3,651 | -16.1% | 0.10% | +7.4% |
| DHI | Sell | D R HORTON INC | $703,000 | -2.2% | 15,793 | -9.1% | 0.10% | -8.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $686,000 | +16.3% | 2,439 | +0.0% | 0.09% | +9.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $681,000 | -65.0% | 547 | -66.9% | 0.09% | -67.3% |
| NFLX | Sell | NETFLIX INC | $643,000 | -7.2% | 1,915 | -1.4% | 0.09% | -13.0% |
| MO | Buy | ALTRIA GROUP INC | $622,000 | +5.6% | 12,475 | +21.7% | 0.08% | -1.2% |
| WMT | Sell | WALMART INC | $620,000 | +12.9% | 5,485 | -2.5% | 0.08% | +6.3% |
| IP | Sell | INTL PAPER CO | $608,000 | -5.7% | 13,426 | -3.6% | 0.08% | -11.8% |
| CSFL | New | CENTERSTATE BK CORP | $601,000 | – | 24,750 | +100.0% | 0.08% | – |
| JKHY | HENRY JACK & ASSOC INC | $597,000 | +1.0% | 4,258 | 0.0% | 0.08% | -4.7% | |
| PG | Buy | PROCTER AND GAMBLE CO | $596,000 | +15.1% | 5,198 | +4.5% | 0.08% | +8.0% |
| BX | BLACKSTONE GROUP L P | $598,000 | +40.7% | 12,140 | 0.0% | 0.08% | +32.8% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $589,000 | +18.3% | 10,264 | +11.2% | 0.08% | +11.1% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $579,000 | +9.2% | 5,656 | +0.2% | 0.08% | +2.6% |
| IBKC | Sell | IBERIABANK CORP | $553,000 | +0.5% | 7,056 | -8.0% | 0.08% | -6.2% |
| MTDR | MATADOR RES CO | $556,000 | -13.9% | 33,422 | 0.0% | 0.08% | -19.4% | |
| NEE | NEXTERA ENERGY INC | $556,000 | +8.2% | 2,660 | 0.0% | 0.08% | +1.4% | |
| LOW | Buy | LOWES COS INC | $548,000 | +5.4% | 5,294 | +11.5% | 0.07% | -1.3% |
| VOO | Buy | VANGUARD INDEX FDS | $539,000 | +27.7% | 1,943 | +19.4% | 0.07% | +19.7% |
| CSCO | Buy | CISCO SYS INC | $538,000 | +5.1% | 9,516 | +0.3% | 0.07% | -1.4% |
| INTC | Sell | INTEL CORP | $531,000 | -82.1% | 10,297 | -81.3% | 0.07% | -83.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $531,000 | +30.5% | 6,179 | +34.1% | 0.07% | +22.0% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $526,000 | +3.5% | 5,850 | 0.0% | 0.07% | -2.7% | |
| CONE | CYRUSONE INC | $523,000 | +6.3% | 9,375 | 0.0% | 0.07% | 0.0% | |
| TXN | Sell | TEXAS INSTRS INC | $518,000 | -6.5% | 4,040 | -22.7% | 0.07% | -12.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $500,000 | -12.3% | 3,300 | -18.3% | 0.07% | -17.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $499,000 | +5.5% | 7,624 | +4.6% | 0.07% | 0.0% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $493,000 | +6.7% | 2,202 | -4.1% | 0.07% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $484,000 | +4.8% | 9,098 | +2.3% | 0.07% | -1.5% |
| PFF | Buy | ISHARES TRpfd and incm sec | $474,000 | +2.2% | 12,690 | +0.0% | 0.06% | -4.5% |
| PEP | Sell | PEPSICO INC | $454,000 | +5.1% | 3,457 | -1.8% | 0.06% | 0.0% |
| GE | Buy | GENERAL ELECTRIC CO | $459,000 | +5.3% | 49,595 | +0.0% | 0.06% | -1.6% |
| ACB | Buy | AURORA CANNABIS INC | $450,000 | -27.2% | 70,170 | +2.9% | 0.06% | -31.5% |
| ET | Buy | ENERGY TRANSFER LP | $453,000 | 0.0% | 30,783 | +4.4% | 0.06% | -6.2% |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $432,000 | +1.9% | 7,884 | 0.0% | 0.06% | -3.3% | |
| IVE | ISHARES TRs&p 500 val etf | $432,000 | +6.1% | 3,608 | 0.0% | 0.06% | 0.0% | |
| PFE | Sell | PFIZER INC | $428,000 | 0.0% | 9,935 | -1.4% | 0.06% | -6.5% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $416,000 | +12.1% | 9,167 | +17.8% | 0.06% | +3.7% |
| TPL | Buy | TEXAS PAC LD TRsub ctf prop i t | $402,000 | +1.5% | 542 | +5.9% | 0.06% | -3.5% |
| AAL | New | AMERICAN AIRLS GROUP INC | $390,000 | – | 12,485 | +100.0% | 0.05% | – |
| ZIOP | ZIOPHARM ONCOLOGY INC | $386,000 | +60.8% | 62,433 | 0.0% | 0.05% | +48.6% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $372,000 | +15.9% | 1,673 | +0.1% | 0.05% | +8.7% |
| DVY | Sell | ISHARES TRselect divid etf | $366,000 | +1.1% | 3,610 | -2.0% | 0.05% | -3.8% |
| AMGN | Sell | AMGEN INC | $343,000 | -8.0% | 1,959 | -0.2% | 0.05% | -13.0% |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $349,000 | +23.3% | 2,226 | 0.0% | 0.05% | +14.6% | |
| IJH | New | ISHARES TRcore s&p mcp etf | $350,000 | – | 1,764 | +100.0% | 0.05% | – |
| TJX | Buy | TJX COS INC NEW | $329,000 | +8.9% | 5,892 | +3.7% | 0.04% | +2.3% |
| WMB | Buy | WILLIAMS COS INC DEL | $327,000 | -11.1% | 13,023 | +1.7% | 0.04% | -17.0% |
| LLY | Sell | LILLY ELI & CO | $313,000 | -67.3% | 2,893 | -60.7% | 0.04% | -69.6% |
| KMB | Sell | KIMBERLY CLARK CORP | $310,000 | -9.9% | 2,259 | -18.7% | 0.04% | -16.0% |
| LTXB | Sell | LEGACY TEX FINL GROUP INC | $309,000 | -9.4% | 7,185 | -21.2% | 0.04% | -14.3% |
| GWPH | GW PHARMACEUTICALS PLCads | $304,000 | -1.3% | 1,825 | 0.0% | 0.04% | -8.9% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $293,000 | +21.6% | 1,718 | +11.3% | 0.04% | +14.3% |
| PAYX | PAYCHEX INC | $292,000 | +8.1% | 3,371 | 0.0% | 0.04% | +2.6% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $277,000 | -8.6% | 1,683 | -2.4% | 0.04% | -13.6% |
| HON | Sell | HONEYWELL INTL INC | $282,000 | +5.6% | 1,626 | -3.3% | 0.04% | -2.6% |
| ORCL | Buy | ORACLE CORP | $282,000 | +9.3% | 4,814 | +0.1% | 0.04% | +2.7% |
| NVDA | Sell | NVIDIA CORP | $275,000 | -7.7% | 1,572 | -5.3% | 0.04% | -14.0% |
| CLX | CLOROX CO DEL | $269,000 | +3.5% | 1,619 | 0.0% | 0.04% | -2.6% | |
| CRON | CRONOS GROUP INC | $263,000 | -19.1% | 17,622 | 0.0% | 0.04% | -23.4% | |
| RACE | FERRARI N V | $262,000 | +23.6% | 1,582 | 0.0% | 0.04% | +16.1% | |
| MPC | Buy | MARATHON PETE CORP | $261,000 | +11.1% | 4,590 | +16.9% | 0.04% | +2.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $260,000 | +21.5% | 703 | -1.4% | 0.04% | +12.9% |
| HUM | Sell | HUMANA INC | $248,000 | +1.2% | 896 | -2.6% | 0.03% | -2.9% |
| BAC | Sell | BANK AMER CORP | $253,000 | +7.7% | 8,206 | -3.6% | 0.03% | 0.0% |
| IWB | Sell | ISHARES TRrus 1000 etf | $248,000 | -38.5% | 1,474 | -42.5% | 0.03% | -41.4% |
| GD | New | GENERAL DYNAMICS CORP | $236,000 | – | 1,242 | +100.0% | 0.03% | – |
| GIS | Buy | GENERAL MLS INC | $232,000 | +5.0% | 4,328 | +1.2% | 0.03% | -3.1% |
| MCD | Buy | MCDONALDS CORP | $231,000 | +13.8% | 1,071 | +0.4% | 0.03% | +6.9% |
| EPR | EPR PPTYS | $227,000 | -3.4% | 3,050 | 0.0% | 0.03% | -8.8% | |
| DIS | New | DISNEY WALT CO | $229,000 | – | 1,581 | +100.0% | 0.03% | – |
| WDC | New | WESTERN DIGITAL CORP | $226,000 | – | 4,000 | +100.0% | 0.03% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $218,000 | – | 547 | +100.0% | 0.03% | – |
| SCHW | Buy | THE CHARLES SCHWAB CORPORATI | $222,000 | +6.7% | 5,035 | +3.4% | 0.03% | 0.0% |
| UNP | Sell | UNION PACIFIC CORP | $224,000 | +2.8% | 1,287 | -1.4% | 0.03% | -6.2% |
| MRK | Sell | MERCK & CO INC | $221,000 | -30.5% | 2,719 | -28.9% | 0.03% | -34.8% |
| ISRA | VANECK VECTORS ETF TRisrael etf | $216,000 | +5.9% | 6,465 | 0.0% | 0.03% | 0.0% | |
| SBR | SABINE ROYALTY TRunit ben int | $204,000 | -0.5% | 4,420 | 0.0% | 0.03% | -6.7% | |
| CARA | New | CARA THERAPEUTICS INC | $200,000 | – | 8,702 | +100.0% | 0.03% | – |
| COP | Buy | CONOCOPHILLIPS | $200,000 | -9.1% | 3,407 | +3.5% | 0.03% | -15.6% |
| RVLV | New | REVOLVE GROUP INCcl a | $201,000 | – | 5,850 | +100.0% | 0.03% | – |
| ORI | New | OLD REP INTL CORP | $201,000 | – | 8,793 | +100.0% | 0.03% | – |
| EZU | New | ISHARES INCmsci eurzone etf | $201,000 | – | 5,092 | +100.0% | 0.03% | – |
| BSM | BLACK STONE MINERALS L P | $178,000 | -15.2% | 11,918 | 0.0% | 0.02% | -20.0% | |
| New | ORGANIGRAM HLDGS INC | $141,000 | – | 23,885 | +100.0% | 0.02% | – | |
| APHA | APHRIA INC | $137,000 | -40.9% | 24,870 | 0.0% | 0.02% | -44.1% | |
| TCS | Buy | CONTAINER STORE GROUP INC | $81,000 | -22.9% | 12,983 | +8.3% | 0.01% | -26.7% |
| AETI | Sell | AMERICAN ELECTRIC TECH INC | $55,000 | -86.9% | 61,748 | -87.5% | 0.01% | -88.5% |
| PHUN | New | PHUNWARE INC | $29,000 | – | 16,652 | +100.0% | 0.00% | – |
| FTK | New | FLOTEK INDS INC DEL | $32,000 | – | 10,000 | +100.0% | 0.00% | – |
| APVO | APTEVO THERAPEUTICS INC | $13,000 | -7.1% | 15,544 | 0.0% | 0.00% | 0.0% | |
| New | CHENIERE ENERGY INCnote 4.250% 3/1 | $12,000 | – | 15,000 | +100.0% | 0.00% | – | |
| Exit | CHENIERE ENERGY INCnote 4.250% 3/1 | $0 | – | -15,000 | -100.0% | -0.00% | – | |
| INSYQ | Exit | INSYS THERAPEUTICS INC NEW | $0 | – | -11,994 | -100.0% | -0.01% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -4,250 | -100.0% | -0.03% | – |
| MC | Exit | MOELIS & COcl a | $0 | – | -4,900 | -100.0% | -0.03% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -4,841 | -100.0% | -0.04% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -1,000 | -100.0% | -0.04% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -8,480 | -100.0% | -0.04% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -2,107 | -100.0% | -0.05% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -6,172 | -100.0% | -0.08% | – |
| NCOM | Exit | NATIONAL COMM CORP | $0 | – | -15,000 | -100.0% | -0.08% | – |
| PUTW | Exit | WISDOMTREE TRcboe s&p 500 | $0 | – | -130,639 | -100.0% | -0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ATMOS ENERGY CORP | 42 | Q3 2023 | 18.5% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 14.4% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 8.9% |
| ISHARES TR | 42 | Q3 2023 | 10.9% |
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 7.9% |
| APPLE INC | 42 | Q3 2023 | 4.3% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.3% |
| SPDR GOLD TRUST | 42 | Q3 2023 | 3.7% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 1.4% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 0.8% |
View SFMG, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-01 |
View SFMG, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.