ADELL HARRIMAN & CARPENTER INC Diversified Active

CIK: 0001134152 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 6, 2018

Total Value ($000): $504,595,086 (100.0% shares, 0.0% debt)

Holdings (151)

AAPL APPLE COMPUTER 5.8%
Value ($000) $29,457,124 Shares 159,133 Est. Cost $17.81 Unrealized +140.0%
V VISA INC 3.1%
Value ($000) $15,562,818 Shares 117,500 Est. Cost $57.85 Unrealized +111.0%
AMZN AMAZON.COM 3.1%
Value ($000) $15,510,106 Shares 9,125 Est. Cost $22.23 Unrealized +257.1%
MSFT MICROSOFT 2.8%
Value ($000) $14,331,841 Shares 145,339 Est. Cost $34.64 Unrealized +159.1%
ALIBABA GROUP HLDG 2.7%
Value ($000) $13,634,785 Shares 73,491 Est. Cost $119718.52 Unrealized
JPM J P MORGAN CHASE 2.5%
Value ($000) $12,635,629 Shares 121,263 Est. Cost $37.48 Unrealized +137.5%
AVGO BROADCOM LIMITED 2.4%
Value ($000) $12,081,393 Shares 49,791 Est. Cost $19.94 Unrealized -1.1%
EPD ENTERPRISE PRODUCTS 2.4%
Value ($000) $11,945,454 Shares 431,711 Est. Cost $39311.15 Unrealized
EXXON MOBIL 2.3%
Value ($000) $11,844,330 Shares 143,168 Est. Cost $93739.82 Unrealized
HD HOME DEPOT 2.1%
Value ($000) $10,742,830 Shares 55,063 Est. Cost $83.08 Unrealized +86.6%
AMERICAN TOWER CORP 2.1%
Value ($000) $10,719,256 Shares 74,351 Est. Cost $113579.63 Unrealized
CSCO CISCO SYSTEMS 2.0%
Value ($000) $9,840,839 Shares 228,697 Est. Cost $20.94 Unrealized +65.9%
ALPHABET INC CL C 1.9%
Value ($000) $9,762,309 Shares 8,750 Est. Cost $693531.70 Unrealized
MU MICRON TECHNOLOGY 1.9%
Value ($000) $9,719,282 Shares 185,341 Est. Cost $36.78 Unrealized +43.5%
JNJ JOHNSN&JOHNSN 1.9%
Value ($000) $9,700,758 Shares 79,947 Est. Cost $63.59 Unrealized +58.4%
EQUINIX INC 1.9%
Value ($000) $9,540,759 Shares 22,193 Est. Cost $387958.62 Unrealized
HON HONEYWELL INTL 1.9%
Value ($000) $9,354,862 Shares 64,942 Est. Cost $56.71 Unrealized +100.3%
PANW PALO ALTO NETWORKS 1.8%
Value ($000) $9,132,798 Shares 44,448 Est. Cost $23.51 Unrealized +41.8%
BLACKSTONE GROUP LP 1.7%
Value ($000) $8,736,255 Shares 271,565 Est. Cost $26001.95 Unrealized
FACEBOOK INC COM 1.7%
Value ($000) $8,487,054 Shares 43,676 Est. Cost $114708.05 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $8,221,490 Shares 75,517 Est. Cost $59.49 Unrealized +37.4%
BLACKROCK INC 1.6%
Value ($000) $7,973,162 Shares 15,977 Est. Cost $377592.50 Unrealized
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $7,910,269 Shares 63,267 Est. Cost $26782.93 Unrealized
ABBV ABBVIE INC 1.6%
Value ($000) $7,909,985 Shares 85,375 Est. Cost $33.73 Unrealized +109.1%
SALESFORCE COM 1.5%
Value ($000) $7,621,214 Shares 55,874 Est. Cost $83465.45 Unrealized
UNH UNITEDHEALTHCARE GROUP 1.4%
Value ($000) $7,015,988 Shares 28,597 Est. Cost $153.19 Unrealized +38.5%
ALPHABET INC CL A 1.4%
Value ($000) $6,889,188 Shares 6,101 Est. Cost $705854.10 Unrealized
INTC INTEL CORP 1.3%
Value ($000) $6,762,825 Shares 136,046 Est. Cost $18.65 Unrealized +141.6%
EEM EMERGING MARKETS ISHARES INDEX 1.3%
Value ($000) $6,323,947 Shares 145,948 Est. Cost $40094.27 Unrealized
PFE PFIZER INC 1.2%
Value ($000) $6,177,200 Shares 170,265 Est. Cost $19.74 Unrealized +23.1%
NETFLIX INC 1.2%
Value ($000) $6,158,760 Shares 15,734 Est. Cost $99006.91 Unrealized
MCD MCDONALDS 1.2%
Value ($000) $5,834,179 Shares 37,234 Est. Cost $88.23 Unrealized +53.6%
KBWY INVESCO HIGH YIELD REIT ETF 1.1%
Value ($000) $5,763,233 Shares 161,300 Est. Cost $35729.90 Unrealized
ANADARKO PETRO 1.1%
Value ($000) $5,714,952 Shares 78,020 Est. Cost $80170.89 Unrealized
AMGN AMGEN INC 1.1%
Value ($000) $5,438,932 Shares 29,465 Est. Cost $96.85 Unrealized +44.8%
IBB ISHARES TR NASDAQ BIOTECHNOLOGY 1.0%
Value ($000) $4,934,536 Shares 44,933 Est. Cost $149175.23 Unrealized
TD TORONTO-DOMINION BANK 0.9%
Value ($000) $4,760,839 Shares 82,282 Est. Cost $45.15 Unrealized +26.7%
MARATHON PETROLEUM CORP 0.9%
Value ($000) $4,707,018 Shares 67,090 Est. Cost $45212.65 Unrealized
VERIZON COMM 0.9%
Value ($000) $4,654,413 Shares 92,515 Est. Cost $55349.42 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $4,369,687 Shares 99,176 Est. Cost $28.60 Unrealized +44.0%
ROYAL DUTCH SHELL 0.9%
Value ($000) $4,326,380 Shares 59,551 Est. Cost $60576.05 Unrealized
SBUX STARBUCKS 0.8%
Value ($000) $4,091,252 Shares 83,751 Est. Cost $36.78 Unrealized +30.7%
BA BOEING CO 0.8%
Value ($000) $3,970,090 Shares 11,833 Est. Cost $255.92 Unrealized +29.1%
DIS DISNEY WALT CO 0.8%
Value ($000) $3,845,898 Shares 36,694 Est. Cost $63.53 Unrealized +52.9%
LYONDELLBASELL INDUSTRIES 0.7%
Value ($000) $3,740,681 Shares 34,053 Est. Cost $74419.48 Unrealized
IYR ISHARES TR DOW JONES REAL ESTATE 0.7%
Value ($000) $3,707,172 Shares 46,006 Est. Cost $68588.70 Unrealized
CVX CHEVRONTEXACO 0.7%
Value ($000) $3,578,101 Shares 28,301 Est. Cost $74.57 Unrealized +19.5%
RAYTHEON CO NEW 0.7%
Value ($000) $3,575,375 Shares 18,508 Est. Cost $187356.08 Unrealized
DOWDUPONT INC 0.7%
Value ($000) $3,551,374 Shares 53,874 Est. Cost $68640.53 Unrealized
BNS BANK OF NOVA SCOTIA 0.6%
Value ($000) $3,002,619 Shares 52,475 Est. Cost $42.12 Unrealized -4.4%
ENERGY TRANSFER PARTNERS LP 0.6%
Value ($000) $2,961,670 Shares 155,550 Est. Cost $18779.97 Unrealized
MASTERCARD INC CL A 0.6%
Value ($000) $2,920,287 Shares 14,860 Est. Cost $175940.00 Unrealized
PG PROCTER&GAMBLE 0.5%
Value ($000) $2,748,777 Shares 35,214 Est. Cost $55.30 Unrealized +11.7%
NVDA NVIDIA CORP 0.5%
Value ($000) $2,680,760 Shares 11,316 Est. Cost $3.81 Unrealized +58.0%
OXY OCCIDENTAL PETRO 0.5%
Value ($000) $2,488,604 Shares 29,740 Est. Cost $59.99 Unrealized +10.6%
COMCAST CORP 0.5%
Value ($000) $2,485,226 Shares 75,746 Est. Cost $51515.69 Unrealized
JAZZ PHARMACEUTICAL SPLC 0.5%
Value ($000) $2,376,017 Shares 13,790 Est. Cost $149824.23 Unrealized
AT&T CORP 0.5%
Value ($000) $2,369,855 Shares 73,804 Est. Cost $43114.98 Unrealized
PSX PHILLIPS 66 0.5%
Value ($000) $2,304,114 Shares 20,516 Est. Cost $43.65 Unrealized +90.5%
CELGENE CORP 0.4%
Value ($000) $2,245,998 Shares 28,280 Est. Cost $106709.49 Unrealized
NEXTERA ENERGY INC 0.4%
Value ($000) $2,188,093 Shares 13,100 Est. Cost $140594.67 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $2,165,408 Shares 38,585 Est. Cost $45.00 Unrealized +2.0%
NEWFIELD EXPLORATION 0.4%
Value ($000) $2,083,065 Shares 68,862 Est. Cost $31102.45 Unrealized
VLO VALERO ENERGY 0.4%
Value ($000) $2,027,322 Shares 18,292 Est. Cost $28.87 Unrealized +186.0%
DHR DANAHER CORP 0.4%
Value ($000) $1,958,403 Shares 19,846 Est. Cost $32.34 Unrealized +165.9%
SLB SCHLUMBERGER 0.4%
Value ($000) $1,890,402 Shares 28,202 Est. Cost $54.67 Unrealized +0.7%
SPDR S&P INTERNATIONAL DVD 0.4%
Value ($000) $1,881,021 Shares 49,100 Est. Cost $39945.72 Unrealized
CERNER CORP 0.4%
Value ($000) $1,870,031 Shares 31,277 Est. Cost $70668.54 Unrealized
GEM GS EMERGING MARKET ETF 0.4%
Value ($000) $1,856,089 Shares 55,940 Est. Cost $31669.75 Unrealized
ISHARES WORLD EX-US REAL ESTATE 0.4%
Value ($000) $1,811,224 Shares 47,650 Est. Cost $36121.60 Unrealized
NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $1,743,124 Shares 37,350 Est. Cost $37660.75 Unrealized
WALGREENS BOOTS ALLIANCE 0.3%
Value ($000) $1,729,392 Shares 28,816 Est. Cost $84340.62 Unrealized
ISHARES TRUST MSCI INDIA INDEX 0.3%
Value ($000) $1,468,678 Shares 44,118 Est. Cost $33471.61 Unrealized
INVESCO LTD 0.3%
Value ($000) $1,450,176 Shares 54,600 Est. Cost $29864.93 Unrealized
BIOGEN IDEC INC 0.3%
Value ($000) $1,429,722 Shares 4,926 Est. Cost $250820.23 Unrealized
ALLERGAN INC 0.3%
Value ($000) $1,400,615 Shares 8,401 Est. Cost $232541.67 Unrealized
COSTCO WHOLESALE CORP 0.3%
Value ($000) $1,400,166 Shares 6,700 Est. Cost $164668.02 Unrealized
KO COCA COLA 0.3%
Value ($000) $1,388,564 Shares 31,659 Est. Cost $27.85 Unrealized +22.1%
UNITI GROUP INC 0.3%
Value ($000) $1,325,385 Shares 66,170 Est. Cost $25787.73 Unrealized
VWO VANGUARD INTL EQUITY EMERGING MKTS 0.3%
Value ($000) $1,303,389 Shares 30,886 Est. Cost $38999.39 Unrealized
KINDER MORGAN INC 0.3%
Value ($000) $1,276,693 Shares 72,252 Est. Cost $17670.00 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $1,248,433 Shares 6,027 Est. Cost $155.63 Unrealized +33.7%
C CITIGROUP 0.2%
Value ($000) $1,153,209 Shares 17,233 Est. Cost $37.95 Unrealized +39.7%
ISHARES INC CORE MSCI EMERGING MKTS 0.2%
Value ($000) $1,129,858 Shares 21,517 Est. Cost $55972.53 Unrealized
GIS GENERAL MILLS 0.2%
Value ($000) $1,124,248 Shares 25,401 Est. Cost $32.62 Unrealized +2.5%
KKR & CO 0.2%
Value ($000) $1,090,915 Shares 43,900 Est. Cost $24850.00 Unrealized
ROYAL DUTCH SHELL 0.2%
Value ($000) $1,041,773 Shares 15,048 Est. Cost $69230.00 Unrealized
WMT WAL MART 0.2%
Value ($000) $1,022,233 Shares 11,935 Est. Cost $24.79 Unrealized +1.9%
SPG SIMON PPTY GRP 0.2%
Value ($000) $994,931 Shares 5,846 Est. Cost $97.53 Unrealized +7.9%
HAL HALLIBURTON 0.2%
Value ($000) $969,494 Shares 21,516 Est. Cost $36.99 Unrealized +15.3%
VEU VANGUARD INTL EQUITY INDEX ALL WORLD EX US 0.2%
Value ($000) $929,497 Shares 17,930 Est. Cost $50030.08 Unrealized
ADP AUTOMATIC DATA 0.2%
Value ($000) $929,054 Shares 6,926 Est. Cost $45.86 Unrealized +135.0%
MXI ISHARES TRUST S&P GLOBAL MATERIALS 0.2%
Value ($000) $910,900 Shares 13,547 Est. Cost $68532.17 Unrealized
CENTERPOINT ENERGY 0.2%
Value ($000) $884,084 Shares 31,905 Est. Cost $24099.74 Unrealized
IDV ISHARES DJ INTERNATIONAL DIVIDEND INDEX 0.2%
Value ($000) $855,735 Shares 26,700 Est. Cost $32698.76 Unrealized
IWM ISHARES TR RUSSELL 2000 INDEX FD 0.2%
Value ($000) $851,932 Shares 5,202 Est. Cost $141157.94 Unrealized
LOGMEIN INC 0.2%
Value ($000) $826,516 Shares 8,005 Est. Cost $114781.76 Unrealized
EFA EURO/ASIA ISHARES INDEX 0.2%
Value ($000) $790,246 Shares 11,800 Est. Cost $66865.20 Unrealized
PAYPAL HLDGS 0.2%
Value ($000) $788,983 Shares 9,475 Est. Cost $78023.25 Unrealized
INDEPENDENT BANK GROUP INC 0.2%
Value ($000) $766,330 Shares 11,472 Est. Cost $42910.04 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $758,952 Shares 9,525 Est. Cost $48.79 Unrealized +30.8%
ALERIAN MLP ETF 0.1%
Value ($000) $703,970 Shares 69,700 Est. Cost $12657.76 Unrealized
FXI CHINA INDEX ISHARES 0.1%
Value ($000) $687,520 Shares 16,000 Est. Cost $40837.38 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $676,042 Shares 16,489 Est. Cost $35.41 Unrealized -5.8%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.1%
Value ($000) $673,390 Shares 8,525 Est. Cost $45.92 Unrealized +53.3%
FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $666,790 Shares 13,100 Est. Cost $46300.00 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $658,860 Shares 13,900 Est. Cost $43.68 Unrealized -5.2%
OKE ONEOK INC 0.1%
Value ($000) $618,903 Shares 8,863 Est. Cost $39.78 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $609,982 Shares 9,710 Est. Cost $51.17 Unrealized -19.7%
CENTURYLINK INC 0.1%
Value ($000) $601,177 Shares 32,252 Est. Cost $33383.09 Unrealized
CONOCOPHILLIPS 0.1%
Value ($000) $595,876 Shares 8,559 Est. Cost $45272.67 Unrealized
ANDEAVOR LOGISTICS LP 0.1%
Value ($000) $595,420 Shares 14,000 Est. Cost $44810.00 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $587,405 Shares 8,292 Est. Cost $50.35 Unrealized +4.7%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $566,346 Shares 8,198 Est. Cost $68411.42 Unrealized
PROSHARES ULTRA 0.1%
Value ($000) $518,760 Shares 6,000 Est. Cost $73660.75 Unrealized
SPDR SER TR S&P OIL & GAS EXPL 0.1%
Value ($000) $472,799 Shares 10,980 Est. Cost $43060.02 Unrealized
EMR EMERSON ELEC 0.1%
Value ($000) $456,255 Shares 6,599 Est. Cost $40.17 Unrealized +46.0%
GENERAL ELEC 0.1%
Value ($000) $450,137 Shares 33,074 Est. Cost $27009.33 Unrealized
IRON MOUNTAIN 0.1%
Value ($000) $448,128 Shares 12,800 Est. Cost $34671.31 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $444,419 Shares 1,959 Est. Cost $97.16 Unrealized +56.5%
MAR MARRIOTT INTL 0.1%
Value ($000) $443,100 Shares 3,500 Est. Cost $114.71 Unrealized +11.3%
WFC WELLS FARGO 0.1%
Value ($000) $429,106 Shares 7,740 Est. Cost $29.07 Unrealized +49.1%
ABT ABBOTT LABS 0.1%
Value ($000) $428,943 Shares 7,033 Est. Cost $29.99 Unrealized +77.2%
HCA HLDGS INC 0.1%
Value ($000) $420,660 Shares 4,100 Est. Cost $77009.95 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $369,144 Shares 5,400 Est. Cost $48.03 Unrealized +20.2%
BAC BANK OF AMERICA 0.1%
Value ($000) $367,272 Shares 13,028 Est. Cost $11.05 Unrealized +125.0%
ISCG ISHARES TR SMALL GROWTH INDEX 0.1%
Value ($000) $344,637 Shares 1,736 Est. Cost $112644.01 Unrealized
IVV ISHARES TR S&P 500 INDEX FD 0.1%
Value ($000) $331,756 Shares 1,215 Est. Cost $250230.95 Unrealized
IHF ISHARES US HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $316,152 Shares 1,800 Est. Cost $123880.00 Unrealized
RH RH COM 0.1%
Value ($000) $307,340 Shares 2,200 Est. Cost $90.43 Unrealized +19.8%
3M COMPANY 0.1%
Value ($000) $298,228 Shares 1,516 Est. Cost $175120.05 Unrealized
KEX KIRBY CORP 0.1%
Value ($000) $289,674 Shares 3,465 Est. Cost $81.59 Unrealized +6.4%
CVS CVS CORP 0.1%
Value ($000) $286,066 Shares 4,445 Est. Cost $51.69 Unrealized 0.0%
S & P 500 DEPOSITORY RECEIPT 0.1%
Value ($000) $283,759 Shares 1,046 Est. Cost $265713.30 Unrealized
O'REILLY AUTOMOTIVE 0.1%
Value ($000) $281,777 Shares 1,030 Est. Cost $270409.20 Unrealized
BCE INC 0.1%
Value ($000) $270,878 Shares 6,690 Est. Cost $44700.18 Unrealized
UNILEVER NV 0.1%
Value ($000) $261,884 Shares 4,700 Est. Cost $42973.05 Unrealized
CHESTNUT STREET EXCHANGE FD 0.0%
Value ($000) $248,486 Shares 375 Est. Cost $546370.94 Unrealized
WILLIAMS PARTNERS NEW UNIT LTD 0.0%
Value ($000) $245,772 Shares 6,055 Est. Cost $37142.01 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $240,642 Shares 4,237 Est. Cost $32.21 Unrealized -0.0%
LOW LOWES COMPANIES 0.0%
Value ($000) $235,580 Shares 2,465 Est. Cost $71.83 Unrealized +9.6%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $225,709 Shares 1,544 Est. Cost $149.45 Unrealized +1.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $219,183 Shares 2,715 Est. Cost $50.27 Unrealized +12.6%
KERYX BIOPHARMACEUTICALS INC 0.0%
Value ($000) $215,087 Shares 57,204 Est. Cost $7099.99 Unrealized
PAA PLAINS PIPELINE MLP 0.0%
Value ($000) $211,933 Shares 8,965 Est. Cost $23640.04 Unrealized
GRIFFIN CAP ESSENTIAL ASSET REIT 0.0%
Value ($000) $118,332 Shares 11,786 Est. Cost $10440.01 Unrealized
NUVISTA ENERGY LTD COM 0.0%
Value ($000) $115,018 Shares 16,590 Est. Cost $6073.85 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $69,548 Shares 23,029 Est. Cost $6140.00 Unrealized
GAMCO GLOBAL GOLD NAT RES & INCOME 0.0%
Value ($000) $65,278 Shares 12,700 Est. Cost $5345.06 Unrealized
12 RETECH CORP COM 0.0%
Value ($000) $53,080 Shares 636,450 Est. Cost $83.40 Unrealized
PHARMACYTE BIOTECH INC 0.0%
Value ($000) $2,049 Shares 30,000 Est. Cost $58.00 Unrealized