ADELL HARRIMAN & CARPENTER INC Diversified Active

CIK: 0001134152 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 8, 2019

Total Value ($000): $453,698,353 (100.0% shares, 0.0% debt)

Holdings (147)

AAPL APPLE COMPUTER 5.4%
Value ($000) $24,389,312 Shares 154,617 Est. Cost $18.57 Unrealized +147.8%
MSFT MICROSOFT 3.3%
Value ($000) $15,177,956 Shares 149,433 Est. Cost $35.81 Unrealized +179.2%
V VISA INC 3.3%
Value ($000) $14,983,988 Shares 113,567 Est. Cost $57.85 Unrealized +127.1%
AVGO BROADCOM LIMITED 3.0%
Value ($000) $13,647,572 Shares 53,671 Est. Cost $19.89 Unrealized -2.6%
AMZN AMAZON.COM 2.8%
Value ($000) $12,620,551 Shares 8,403 Est. Cost $22.23 Unrealized +274.0%
AMERICAN TOWER CORP 2.6%
Value ($000) $11,707,089 Shares 74,007 Est. Cost $113579.63 Unrealized
JPM J P MORGAN CHASE 2.5%
Value ($000) $11,461,943 Shares 117,414 Est. Cost $38.70 Unrealized +126.2%
JNJ JOHNSN&JOHNSN 2.3%
Value ($000) $10,497,473 Shares 81,344 Est. Cost $64.61 Unrealized +76.6%
EPD ENTERPRISE PRODUCTS 2.3%
Value ($000) $10,355,046 Shares 421,108 Est. Cost $39311.15 Unrealized
CSCO CISCO SYSTEMS 2.2%
Value ($000) $10,060,756 Shares 232,189 Est. Cost $21.20 Unrealized +74.1%
EXXON MOBIL 2.1%
Value ($000) $9,368,966 Shares 137,395 Est. Cost $93739.82 Unrealized
HD HOME DEPOT 2.0%
Value ($000) $8,875,212 Shares 51,654 Est. Cost $83.08 Unrealized +81.0%
ALIBABA GROUP HLDG 1.9%
Value ($000) $8,595,386 Shares 62,708 Est. Cost $119718.52 Unrealized
BLACKSTONE GROUP LP 1.9%
Value ($000) $8,543,191 Shares 286,588 Est. Cost $26361.58 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $8,347,526 Shares 75,557 Est. Cost $59.49 Unrealized +52.4%
HON HONEYWELL INTL 1.8%
Value ($000) $8,119,403 Shares 61,455 Est. Cost $59.18 Unrealized +98.9%
UNH UNITEDHEALTHCARE GROUP 1.8%
Value ($000) $8,053,302 Shares 32,327 Est. Cost $162.52 Unrealized +44.6%
PANW PALO ALTO NETWORKS 1.8%
Value ($000) $8,041,037 Shares 42,692 Est. Cost $23.51 Unrealized +32.6%
ALPHABET INC CL C 1.8%
Value ($000) $8,024,939 Shares 7,749 Est. Cost $693531.70 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $7,918,190 Shares 85,890 Est. Cost $34.19 Unrealized +89.5%
EQUINIX INC 1.7%
Value ($000) $7,815,723 Shares 22,168 Est. Cost $387958.62 Unrealized
PFE PFIZER INC 1.7%
Value ($000) $7,523,454 Shares 172,359 Est. Cost $19.87 Unrealized +51.1%
INTC INTEL CORP 1.6%
Value ($000) $7,300,534 Shares 155,562 Est. Cost $21.43 Unrealized +87.6%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $6,842,791 Shares 64,264 Est. Cost $32595.52 Unrealized
SALESFORCE COM 1.5%
Value ($000) $6,665,508 Shares 48,664 Est. Cost $83465.45 Unrealized
MCD MCDONALDS 1.4%
Value ($000) $6,553,496 Shares 36,907 Est. Cost $90.58 Unrealized +65.7%
AMGN AMGEN INC 1.4%
Value ($000) $6,311,187 Shares 32,420 Est. Cost $102.17 Unrealized +53.5%
ALPHABET INC CL A 1.4%
Value ($000) $6,162,823 Shares 5,898 Est. Cost $717019.25 Unrealized
VERIZON COMM 1.2%
Value ($000) $5,670,668 Shares 100,866 Est. Cost $55386.44 Unrealized
BLACKROCK INC 1.2%
Value ($000) $5,537,191 Shares 14,096 Est. Cost $377592.50 Unrealized
EEM EMERGING MARKETS ISHARES INDEX 1.2%
Value ($000) $5,481,710 Shares 140,341 Est. Cost $40094.27 Unrealized
MU MICRON TECHNOLOGY 1.1%
Value ($000) $4,837,556 Shares 152,460 Est. Cost $36.78 Unrealized +0.6%
MARATHON PETROLEUM CORP 1.0%
Value ($000) $4,752,651 Shares 80,540 Est. Cost $49063.89 Unrealized
FACEBOOK INC COM 1.0%
Value ($000) $4,737,941 Shares 36,143 Est. Cost $114708.05 Unrealized
SBUX STARBUCKS 1.0%
Value ($000) $4,544,644 Shares 70,569 Est. Cost $36.78 Unrealized +45.8%
KBWY INVESCO HIGH YIELD REIT ETF 1.0%
Value ($000) $4,428,155 Shares 164,310 Est. Cost $35643.65 Unrealized
TD TORONTO-DOMINION BANK 0.9%
Value ($000) $4,171,700 Shares 83,904 Est. Cost $45.78 Unrealized +19.6%
NETFLIX INC 0.9%
Value ($000) $4,156,492 Shares 15,529 Est. Cost $103055.63 Unrealized
ORCL ORACLE CORP 0.9%
Value ($000) $4,091,243 Shares 90,614 Est. Cost $28.60 Unrealized +50.9%
DIS DISNEY WALT CO 0.9%
Value ($000) $4,057,524 Shares 37,004 Est. Cost $64.81 Unrealized +68.4%
BA BOEING CO 0.9%
Value ($000) $4,008,030 Shares 12,428 Est. Cost $259.84 Unrealized +28.9%
IBB ISHARES TR NASDAQ BIOTECHNOLOGY 0.9%
Value ($000) $3,881,110 Shares 40,248 Est. Cost $149175.23 Unrealized
MASTERCARD INC CL A 0.8%
Value ($000) $3,595,480 Shares 19,059 Est. Cost $181161.72 Unrealized
ANADARKO PETRO 0.8%
Value ($000) $3,591,187 Shares 81,916 Est. Cost $79511.38 Unrealized
OXY OCCIDENTAL PETRO 0.8%
Value ($000) $3,439,645 Shares 56,039 Est. Cost $60.68 Unrealized -1.9%
ROYAL DUTCH SHELL 0.7%
Value ($000) $3,373,183 Shares 56,276 Est. Cost $61107.97 Unrealized
IYR ISHARES TR DOW JONES REAL ESTATE 0.7%
Value ($000) $3,237,266 Shares 43,198 Est. Cost $68588.70 Unrealized
CVX CHEVRONTEXACO 0.7%
Value ($000) $3,093,054 Shares 28,431 Est. Cost $74.57 Unrealized +13.6%
COMCAST CORP 0.7%
Value ($000) $2,961,873 Shares 86,986 Est. Cost $49265.73 Unrealized
ET ENERGY TRANSFER LP 0.6%
Value ($000) $2,890,734 Shares 218,829 Est. Cost $13210.01 Unrealized
PG PROCTER&GAMBLE 0.6%
Value ($000) $2,841,290 Shares 30,910 Est. Cost $55.30 Unrealized +35.2%
TMO THERMO FISHER SCIENTIFIC 0.6%
Value ($000) $2,812,369 Shares 12,567 Est. Cost $193.61 Unrealized +18.9%
LYONDELLBASELL INDUSTRIES 0.6%
Value ($000) $2,595,390 Shares 31,210 Est. Cost $74419.48 Unrealized
DOWDUPONT INC 0.6%
Value ($000) $2,527,358 Shares 47,258 Est. Cost $68640.53 Unrealized
RAYTHEON CO NEW 0.5%
Value ($000) $2,429,984 Shares 15,846 Est. Cost $188371.86 Unrealized
NEXTERA ENERGY INC 0.5%
Value ($000) $2,265,744 Shares 13,035 Est. Cost $142661.84 Unrealized
COSTCO WHOLESALE CORP 0.5%
Value ($000) $2,183,092 Shares 10,717 Est. Cost $182614.14 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $2,110,866 Shares 37,091 Est. Cost $45.00 Unrealized +13.0%
NVDA NVIDIA CORP 0.4%
Value ($000) $2,025,729 Shares 15,174 Est. Cost $4.06 Unrealized +16.8%
KINDER MORGAN INC 0.4%
Value ($000) $2,019,447 Shares 131,303 Est. Cost $17252.22 Unrealized
VLO VALERO ENERGY 0.4%
Value ($000) $2,003,613 Shares 26,726 Est. Cost $41.48 Unrealized +58.0%
SPG SIMON PPTY GRP 0.4%
Value ($000) $1,999,921 Shares 11,905 Est. Cost $109.11 Unrealized +10.8%
DHR DANAHER CORP 0.4%
Value ($000) $1,975,160 Shares 19,154 Est. Cost $32.34 Unrealized +171.8%
WALGREENS BOOTS ALLIANCE 0.4%
Value ($000) $1,965,581 Shares 28,766 Est. Cost $84340.62 Unrealized
KKR & CO 0.4%
Value ($000) $1,893,314 Shares 96,450 Est. Cost $22726.76 Unrealized
BNS BANK OF NOVA SCOTIA 0.4%
Value ($000) $1,830,478 Shares 36,705 Est. Cost $42.12 Unrealized -12.5%
TXN TEXAS INST 0.4%
Value ($000) $1,809,675 Shares 19,150 Est. Cost $79.11 Unrealized 0.0%
CERNER CORP 0.4%
Value ($000) $1,648,014 Shares 31,427 Est. Cost $70668.54 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,615,717 Shares 18,755 Est. Cost $43.65 Unrealized +67.9%
WMT WAL MART 0.3%
Value ($000) $1,526,263 Shares 16,385 Est. Cost $25.77 Unrealized +11.6%
ISHARES WORLD EX-US REAL ESTATE 0.3%
Value ($000) $1,483,575 Shares 43,025 Est. Cost $36121.60 Unrealized
KO COCA COLA 0.3%
Value ($000) $1,475,379 Shares 31,159 Est. Cost $27.85 Unrealized +37.8%
SPDR S&P INTERNATIONAL DVD 0.3%
Value ($000) $1,475,312 Shares 42,200 Est. Cost $39945.72 Unrealized
GEM GS EMERGING MARKET ETF 0.3%
Value ($000) $1,458,561 Shares 48,425 Est. Cost $31669.75 Unrealized
PAYPAL HLDGS 0.3%
Value ($000) $1,394,717 Shares 16,586 Est. Cost $80852.87 Unrealized
BIOGEN IDEC INC 0.3%
Value ($000) $1,377,010 Shares 4,576 Est. Cost $250820.23 Unrealized
CELGENE CORP 0.3%
Value ($000) $1,296,541 Shares 20,230 Est. Cost $106709.49 Unrealized
ADBE ADOBE SYS INC 0.3%
Value ($000) $1,175,091 Shares 5,194 Est. Cost $241.40 Unrealized 0.0%
NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $1,164,503 Shares 27,050 Est. Cost $37660.75 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,147,298 Shares 15,862 Est. Cost $48.76 Unrealized +27.4%
JAZZ PHARMACEUTICAL SPLC 0.3%
Value ($000) $1,144,771 Shares 9,235 Est. Cost $149824.23 Unrealized
CENTERPOINT ENERGY 0.2%
Value ($000) $1,034,061 Shares 36,630 Est. Cost $24663.51 Unrealized
UNITI GROUP INC 0.2%
Value ($000) $1,027,931 Shares 66,020 Est. Cost $25787.73 Unrealized
ROYAL DUTCH SHELL 0.2%
Value ($000) $1,007,235 Shares 17,286 Est. Cost $67703.70 Unrealized
WMB WILLIAMS COS 0.2%
Value ($000) $995,558 Shares 45,150 Est. Cost $18.53 Unrealized -9.5%
C CITIGROUP 0.2%
Value ($000) $994,484 Shares 19,103 Est. Cost $39.08 Unrealized +26.3%
ISHARES TRUST MSCI INDIA INDEX 0.2%
Value ($000) $986,587 Shares 29,592 Est. Cost $33471.61 Unrealized
VWO VANGUARD INTL EQUITY EMERGING MKTS 0.2%
Value ($000) $921,487 Shares 24,186 Est. Cost $38999.39 Unrealized
INVESCO LTD 0.2%
Value ($000) $888,894 Shares 53,100 Est. Cost $28925.67 Unrealized
GIS GENERAL MILLS 0.2%
Value ($000) $845,037 Shares 21,701 Est. Cost $32.62 Unrealized +1.1%
IDV ISHARES DJ INTERNATIONAL DIVIDEND INDEX 0.2%
Value ($000) $819,671 Shares 28,550 Est. Cost $32690.59 Unrealized
AT&T CORP 0.2%
Value ($000) $812,912 Shares 28,483 Est. Cost $42942.20 Unrealized
OKE ONEOK INC 0.2%
Value ($000) $762,314 Shares 14,130 Est. Cost $40.95 Unrealized -4.1%
ADP AUTOMATIC DATA 0.2%
Value ($000) $761,676 Shares 5,809 Est. Cost $45.86 Unrealized +164.2%
VEU VANGUARD INTL EQUITY INDEX ALL WORLD EX US 0.2%
Value ($000) $726,596 Shares 15,941 Est. Cost $50030.08 Unrealized
CVS CVS CORP 0.2%
Value ($000) $726,255 Shares 11,084 Est. Cost $56.42 Unrealized +5.3%
NKE NIKE INC CL B 0.1%
Value ($000) $675,786 Shares 9,115 Est. Cost $48.79 Unrealized +39.7%
FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $663,435 Shares 11,500 Est. Cost $46300.00 Unrealized
HAL HALLIBURTON 0.1%
Value ($000) $648,341 Shares 24,392 Est. Cost $35.53 Unrealized -18.0%
FXI CHINA INDEX ISHARES 0.1%
Value ($000) $644,820 Shares 16,500 Est. Cost $40784.12 Unrealized
IWM ISHARES TR RUSSELL 2000 INDEX FD 0.1%
Value ($000) $641,247 Shares 4,789 Est. Cost $141157.94 Unrealized
ISHARES INC CORE MSCI EMERGING MKTS 0.1%
Value ($000) $608,942 Shares 12,915 Est. Cost $55972.53 Unrealized
EFA EURO/ASIA ISHARES INDEX 0.1%
Value ($000) $589,681 Shares 10,032 Est. Cost $66895.98 Unrealized
SLB SCHLUMBERGER 0.1%
Value ($000) $580,852 Shares 16,099 Est. Cost $54.67 Unrealized -26.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $575,985 Shares 14,389 Est. Cost $35.41 Unrealized +1.0%
CENTURYLINK INC 0.1%
Value ($000) $557,611 Shares 36,806 Est. Cost $30771.73 Unrealized
PROSHARES ULTRA 0.1%
Value ($000) $543,231 Shares 8,085 Est. Cost $70151.25 Unrealized
MXI ISHARES TRUST S&P GLOBAL MATERIALS 0.1%
Value ($000) $536,228 Shares 9,347 Est. Cost $68532.17 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP 0.1%
Value ($000) $514,188 Shares 8,100 Est. Cost $45.92 Unrealized +36.4%
ALERIAN MLP ETF 0.1%
Value ($000) $512,015 Shares 58,650 Est. Cost $12657.76 Unrealized
INDEPENDENT BANK GROUP INC 0.1%
Value ($000) $493,034 Shares 10,772 Est. Cost $42910.04 Unrealized
CONOCOPHILLIPS 0.1%
Value ($000) $491,240 Shares 7,879 Est. Cost $45272.67 Unrealized
ALLERGAN INC 0.1%
Value ($000) $483,983 Shares 3,621 Est. Cost $232541.67 Unrealized
STARWOOD PPTY TR 0.1%
Value ($000) $475,145 Shares 24,107 Est. Cost $21129.01 Unrealized
HCA HLDGS INC 0.1%
Value ($000) $475,026 Shares 3,817 Est. Cost $77009.95 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $457,366 Shares 7,312 Est. Cost $50.35 Unrealized +5.3%
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $456,389 Shares 7,998 Est. Cost $68364.48 Unrealized
IRON MOUNTAIN 0.1%
Value ($000) $444,017 Shares 13,700 Est. Cost $34456.74 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $408,395 Shares 10,300 Est. Cost $43.63 Unrealized -19.7%
EMR EMERSON ELEC 0.1%
Value ($000) $383,834 Shares 6,424 Est. Cost $40.17 Unrealized +41.9%
SPDR SER TR S&P BIOTECH ETF 0.1%
Value ($000) $372,239 Shares 5,188 Est. Cost $71750.00 Unrealized
ANDEAVOR LOGISTICS LP 0.1%
Value ($000) $370,386 Shares 11,400 Est. Cost $44810.00 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $369,601 Shares 1,826 Est. Cost $97.16 Unrealized +56.3%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $336,420 Shares 5,400 Est. Cost $48.03 Unrealized +9.8%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $326,231 Shares 15,875 Est. Cost $21.34 Unrealized 0.0%
IVV ISHARES TR S&P 500 INDEX FD 0.1%
Value ($000) $313,506 Shares 1,246 Est. Cost $250287.39 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $305,619 Shares 3,309 Est. Cost $75.17 Unrealized +12.6%
IHF ISHARES US HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $297,342 Shares 1,800 Est. Cost $123880.00 Unrealized
ISCG ISHARES TR SMALL GROWTH INDEX 0.1%
Value ($000) $288,998 Shares 1,736 Est. Cost $112644.01 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $284,544 Shares 6,175 Est. Cost $29.07 Unrealized +44.6%
3M COMPANY 0.1%
Value ($000) $282,952 Shares 1,485 Est. Cost $175120.05 Unrealized
BAC BANK OF AMERICA 0.1%
Value ($000) $270,755 Shares 10,988 Est. Cost $11.05 Unrealized +106.4%
S & P 500 DEPOSITORY RECEIPT 0.1%
Value ($000) $248,920 Shares 996 Est. Cost $265713.30 Unrealized
UNILEVER NV 0.1%
Value ($000) $236,720 Shares 4,400 Est. Cost $42973.05 Unrealized
KEX KIRBY CORP 0.1%
Value ($000) $233,402 Shares 3,465 Est. Cost $81.59 Unrealized -9.3%
CHESTNUT STREET EXCHANGE FD 0.1%
Value ($000) $232,384 Shares 375 Est. Cost $546370.94 Unrealized
RH RH COM 0.1%
Value ($000) $227,658 Shares 1,900 Est. Cost $90.43 Unrealized +32.9%
GENERAL ELEC 0.0%
Value ($000) $226,722 Shares 29,950 Est. Cost $26832.63 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $216,453 Shares 1,900 Est. Cost $86.55 Unrealized -0.2%
DVY ISHARES TR DOW JONES SELECT DIVID 0.0%
Value ($000) $215,594 Shares 2,414 Est. Cost $89309.86 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $209,049 Shares 4,233 Est. Cost $32.23 Unrealized +2.8%
DUKE ENERGY 0.0%
Value ($000) $206,430 Shares 2,392 Est. Cost $86300.16 Unrealized
GRIFFIN CAP ESSENTIAL ASSET REIT 0.0%
Value ($000) $118,450 Shares 11,786 Est. Cost $10440.01 Unrealized
AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $116,335 Shares 21,037 Est. Cost $5530.02 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $43,064 Shares 23,029 Est. Cost $6140.00 Unrealized
PHARMACYTE BIOTECH INC 0.0%
Value ($000) $1,110 Shares 30,000 Est. Cost $58.00 Unrealized
12 RETECH CORP COM 0.0%
Value ($000) $826 Shares 635,000 Est. Cost $83.40 Unrealized