ADELL HARRIMAN & CARPENTER INC Diversified Active

CIK: 0001134152 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 7, 2019

Total Value ($000): $514,145,621 (100.0% shares, 0.0% debt)

Holdings (143)

AAPL APPLE COMPUTER 5.4%
Value ($000) $27,510,615 Shares 144,831 Est. Cost $18.57 Unrealized +117.8%
MSFT MICROSOFT 3.5%
Value ($000) $18,051,439 Shares 153,056 Est. Cost $37.39 Unrealized +173.6%
V VISA INC 3.3%
Value ($000) $17,221,482 Shares 110,260 Est. Cost $57.85 Unrealized +137.5%
AVGO BROADCOM LIMITED 3.2%
Value ($000) $16,447,463 Shares 54,695 Est. Cost $19.94 Unrealized +12.8%
AMZN AMAZON.COM 2.8%
Value ($000) $14,585,527 Shares 8,191 Est. Cost $22.23 Unrealized +274.4%
AMERICAN TOWER CORP 2.6%
Value ($000) $13,517,428 Shares 68,596 Est. Cost $113579.63 Unrealized
CSCO CISCO SYSTEMS 2.5%
Value ($000) $12,840,936 Shares 237,839 Est. Cost $21.63 Unrealized +82.6%
EPD ENTERPRISE PRODUCTS 2.4%
Value ($000) $12,382,836 Shares 425,527 Est. Cost $39205.11 Unrealized
JPM J P MORGAN CHASE 2.3%
Value ($000) $11,849,162 Shares 117,052 Est. Cost $38.70 Unrealized +120.5%
ALIBABA GROUP HLDG 2.2%
Value ($000) $11,180,901 Shares 61,282 Est. Cost $119718.52 Unrealized
PANW PALO ALTO NETWORKS 2.2%
Value ($000) $11,166,892 Shares 45,977 Est. Cost $24.48 Unrealized +51.5%
JNJ JOHNSN&JOHNSN 2.1%
Value ($000) $10,772,389 Shares 77,061 Est. Cost $64.61 Unrealized +70.8%
EQUINIX INC 2.1%
Value ($000) $10,616,855 Shares 23,428 Est. Cost $391465.78 Unrealized
EXXON MOBIL 2.0%
Value ($000) $10,539,235 Shares 130,436 Est. Cost $93739.82 Unrealized
BLACKSTONE GROUP LP 2.0%
Value ($000) $10,496,081 Shares 300,145 Est. Cost $26750.41 Unrealized
HD HOME DEPOT 2.0%
Value ($000) $10,155,932 Shares 52,926 Est. Cost $84.80 Unrealized +82.4%
HON HONEYWELL INTL 1.9%
Value ($000) $9,817,563 Shares 61,777 Est. Cost $59.18 Unrealized +104.7%
PEP PEPSICO INC 1.8%
Value ($000) $9,009,496 Shares 73,517 Est. Cost $59.49 Unrealized +55.4%
UNITED TECHNOLOGIES CORP 1.7%
Value ($000) $8,669,267 Shares 67,261 Est. Cost $36886.19 Unrealized
UNH UNITEDHEALTHCARE GROUP 1.7%
Value ($000) $8,508,464 Shares 34,411 Est. Cost $166.47 Unrealized +36.7%
ALPHABET INC CL C 1.6%
Value ($000) $8,454,868 Shares 7,206 Est. Cost $693531.70 Unrealized
INTC INTEL CORP 1.5%
Value ($000) $7,886,071 Shares 146,854 Est. Cost $21.43 Unrealized +104.6%
SALESFORCE COM 1.4%
Value ($000) $7,384,476 Shares 46,628 Est. Cost $83465.45 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $7,337,483 Shares 172,769 Est. Cost $19.87 Unrealized +47.2%
MCD MCDONALDS 1.4%
Value ($000) $7,066,664 Shares 37,213 Est. Cost $90.58 Unrealized +70.7%
ALPHABET INC CL A 1.3%
Value ($000) $6,852,635 Shares 5,823 Est. Cost $717019.25 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $6,371,276 Shares 79,058 Est. Cost $34.19 Unrealized +78.5%
MARATHON PETROLEUM CORP 1.2%
Value ($000) $6,234,560 Shares 104,170 Est. Cost $51510.59 Unrealized
BLACKROCK INC 1.2%
Value ($000) $6,205,840 Shares 14,521 Est. Cost $379049.38 Unrealized
VERIZON COMM 1.2%
Value ($000) $6,065,595 Shares 102,581 Est. Cost $55449.02 Unrealized
AMGN AMGEN INC 1.2%
Value ($000) $6,002,594 Shares 31,596 Est. Cost $102.17 Unrealized +51.4%
MU MICRON TECHNOLOGY 1.1%
Value ($000) $5,853,940 Shares 141,639 Est. Cost $36.78 Unrealized +2.5%
EEM EMERGING MARKETS ISHARES INDEX 1.1%
Value ($000) $5,523,064 Shares 128,683 Est. Cost $40094.27 Unrealized
NETFLIX INC 1.1%
Value ($000) $5,502,434 Shares 15,432 Est. Cost $103055.63 Unrealized
SBUX STARBUCKS 1.0%
Value ($000) $5,229,893 Shares 70,351 Est. Cost $36.78 Unrealized +61.1%
MASTERCARD INC CL A 1.0%
Value ($000) $5,073,712 Shares 21,549 Est. Cost $187434.77 Unrealized
KBWY INVESCO HIGH YIELD REIT ETF 1.0%
Value ($000) $5,009,024 Shares 163,320 Est. Cost $35643.65 Unrealized
COMCAST CORP 1.0%
Value ($000) $4,940,169 Shares 123,566 Est. Cost $46516.82 Unrealized
TD TORONTO-DOMINION BANK 1.0%
Value ($000) $4,938,708 Shares 90,902 Est. Cost $46.51 Unrealized +18.8%
ORCL ORACLE CORP 0.9%
Value ($000) $4,414,181 Shares 82,185 Est. Cost $28.60 Unrealized +61.1%
BA BOEING CO 0.9%
Value ($000) $4,374,506 Shares 11,469 Est. Cost $259.84 Unrealized +44.4%
FACEBOOK INC COM 0.8%
Value ($000) $4,235,760 Shares 25,411 Est. Cost $114708.05 Unrealized
IBB ISHARES TR NASDAQ BIOTECHNOLOGY 0.8%
Value ($000) $4,158,395 Shares 37,195 Est. Cost $149175.23 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $4,131,906 Shares 37,214 Est. Cost $64.81 Unrealized +66.5%
OXY OCCIDENTAL PETRO 0.8%
Value ($000) $4,131,511 Shares 62,410 Est. Cost $60.25 Unrealized -6.3%
ROYAL DUTCH SHELL 0.7%
Value ($000) $3,809,885 Shares 59,576 Est. Cost $61265.39 Unrealized
VLO VALERO ENERGY 0.7%
Value ($000) $3,764,376 Shares 44,376 Est. Cost $49.80 Unrealized +25.3%
IYR ISHARES TR DOW JONES REAL ESTATE 0.7%
Value ($000) $3,624,902 Shares 41,646 Est. Cost $68588.70 Unrealized
ET ENERGY TRANSFER LP 0.7%
Value ($000) $3,559,219 Shares 231,569 Est. Cost $13328.85 Unrealized
CVX CHEVRONTEXACO 0.7%
Value ($000) $3,512,636 Shares 28,516 Est. Cost $74.57 Unrealized +17.3%
TMO THERMO FISHER SCIENTIFIC 0.7%
Value ($000) $3,432,996 Shares 12,542 Est. Cost $193.61 Unrealized +26.2%
RAYTHEON CO NEW 0.7%
Value ($000) $3,401,619 Shares 18,682 Est. Cost $187416.73 Unrealized
COSTCO WHOLESALE CORP 0.6%
Value ($000) $3,225,305 Shares 13,320 Est. Cost $194246.70 Unrealized
ANADARKO PETRO 0.6%
Value ($000) $3,219,791 Shares 70,796 Est. Cost $79511.38 Unrealized
KINDER MORGAN INC 0.6%
Value ($000) $2,935,467 Shares 146,700 Est. Cost $17541.67 Unrealized
NVDA NVIDIA CORP 0.6%
Value ($000) $2,897,201 Shares 16,135 Est. Cost $4.05 Unrealized -4.9%
C CITIGROUP 0.6%
Value ($000) $2,882,756 Shares 46,332 Est. Cost $44.78 Unrealized +8.9%
PG PROCTER&GAMBLE 0.5%
Value ($000) $2,815,546 Shares 27,060 Est. Cost $55.30 Unrealized +48.4%
ADBE ADOBE SYS INC 0.5%
Value ($000) $2,811,470 Shares 10,550 Est. Cost $246.84 Unrealized +2.1%
OKE ONEOK INC 0.5%
Value ($000) $2,474,641 Shares 35,433 Est. Cost $41.36 Unrealized +0.6%
KKR & CO 0.5%
Value ($000) $2,455,880 Shares 104,550 Est. Cost $22785.89 Unrealized
WMB WILLIAMS COS 0.5%
Value ($000) $2,445,048 Shares 85,134 Est. Cost $18.40 Unrealized -0.8%
DHR DANAHER CORP 0.5%
Value ($000) $2,419,267 Shares 18,325 Est. Cost $32.34 Unrealized +207.3%
SPG SIMON PPTY GRP 0.5%
Value ($000) $2,399,706 Shares 13,170 Est. Cost $110.31 Unrealized +10.2%
NEXTERA ENERGY INC 0.5%
Value ($000) $2,365,270 Shares 12,235 Est. Cost $142661.84 Unrealized
LYONDELLBASELL INDUSTRIES 0.4%
Value ($000) $2,117,157 Shares 25,180 Est. Cost $74419.48 Unrealized
WMT WAL MART 0.4%
Value ($000) $1,855,996 Shares 19,030 Est. Cost $26.26 Unrealized +11.3%
WALGREENS BOOTS ALLIANCE 0.3%
Value ($000) $1,787,124 Shares 28,246 Est. Cost $84340.62 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $1,770,514 Shares 18,604 Est. Cost $43.65 Unrealized +64.8%
NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $1,625,404 Shares 34,850 Est. Cost $39670.45 Unrealized
JAZZ PHARMACEUTICAL SPLC 0.3%
Value ($000) $1,608,902 Shares 11,255 Est. Cost $148590.47 Unrealized
TXN TEXAS INST 0.3%
Value ($000) $1,606,961 Shares 15,150 Est. Cost $79.11 Unrealized +7.9%
CERNER CORP 0.3%
Value ($000) $1,604,893 Shares 28,053 Est. Cost $70668.54 Unrealized
PAYPAL HLDGS 0.3%
Value ($000) $1,601,732 Shares 15,425 Est. Cost $80852.87 Unrealized
ISHARES WORLD EX-US REAL ESTATE 0.3%
Value ($000) $1,566,626 Shares 40,325 Est. Cost $36121.60 Unrealized
SPDR S&P INTERNATIONAL DVD 0.3%
Value ($000) $1,545,920 Shares 40,650 Est. Cost $39945.72 Unrealized
BNS BANK OF NOVA SCOTIA 0.3%
Value ($000) $1,468,770 Shares 27,567 Est. Cost $42.12 Unrealized -10.0%
GEM GS EMERGING MARKET ETF 0.3%
Value ($000) $1,431,760 Shares 44,000 Est. Cost $31669.75 Unrealized
KO COCA COLA 0.3%
Value ($000) $1,408,565 Shares 30,059 Est. Cost $27.85 Unrealized +35.6%
ABT ABBOTT LABS 0.3%
Value ($000) $1,315,447 Shares 16,455 Est. Cost $49.39 Unrealized +33.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,278,384 Shares 22,416 Est. Cost $45.00 Unrealized +1.6%
STARWOOD PPTY TR 0.2%
Value ($000) $1,166,670 Shares 52,200 Est. Cost $21786.12 Unrealized
CELGENE CORP 0.2%
Value ($000) $1,152,363 Shares 12,215 Est. Cost $106709.49 Unrealized
CENTERPOINT ENERGY 0.2%
Value ($000) $1,086,929 Shares 35,405 Est. Cost $24663.51 Unrealized
ROYAL DUTCH SHELL 0.2%
Value ($000) $1,078,467 Shares 17,231 Est. Cost $67703.70 Unrealized
GIS GENERAL MILLS 0.2%
Value ($000) $1,054,976 Shares 20,386 Est. Cost $32.62 Unrealized +9.7%
TARGET CORP 0.2%
Value ($000) $1,035,354 Shares 12,900 Est. Cost $80260.00 Unrealized
AT&T CORP 0.2%
Value ($000) $1,027,112 Shares 32,752 Est. Cost $41432.58 Unrealized
VWO VANGUARD INTL EQUITY EMERGING MKTS 0.2%
Value ($000) $1,023,655 Shares 24,086 Est. Cost $38999.39 Unrealized
ADP AUTOMATIC DATA 0.2%
Value ($000) $907,962 Shares 5,684 Est. Cost $45.86 Unrealized +173.5%
IDV ISHARES DJ INTERNATIONAL DIVIDEND INDEX 0.2%
Value ($000) $808,532 Shares 26,200 Est. Cost $32690.59 Unrealized
PROSHARES ULTRA 0.1%
Value ($000) $736,077 Shares 8,185 Est. Cost $70392.90 Unrealized
IWM ISHARES TR RUSSELL 2000 INDEX FD 0.1%
Value ($000) $716,308 Shares 4,679 Est. Cost $141157.94 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $669,048 Shares 7,945 Est. Cost $48.79 Unrealized +54.5%
FXI CHINA INDEX ISHARES 0.1%
Value ($000) $602,072 Shares 13,600 Est. Cost $40784.12 Unrealized
BIOGEN IDEC INC 0.1%
Value ($000) $556,675 Shares 2,355 Est. Cost $250820.23 Unrealized
CVS CVS CORP 0.1%
Value ($000) $555,882 Shares 10,307 Est. Cost $56.42 Unrealized -12.3%
INDEPENDENT BANK GROUP INC 0.1%
Value ($000) $552,496 Shares 10,772 Est. Cost $42910.04 Unrealized
ISHARES INC CORE MSCI EMERGING MKTS 0.1%
Value ($000) $550,970 Shares 10,655 Est. Cost $55972.53 Unrealized
IRON MOUNTAIN 0.1%
Value ($000) $549,630 Shares 15,500 Est. Cost $34573.25 Unrealized
ALERIAN MLP ETF 0.1%
Value ($000) $541,791 Shares 54,017 Est. Cost $12657.76 Unrealized
HCA HLDGS INC 0.1%
Value ($000) $521,520 Shares 4,000 Est. Cost $79451.63 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $497,070 Shares 8,198 Est. Cost $68175.86 Unrealized
SPDR SER TR S&P BIOTECH ETF 0.1%
Value ($000) $479,409 Shares 5,295 Est. Cost $72129.70 Unrealized
MXI ISHARES TRUST S&P GLOBAL MATERIALS 0.1%
Value ($000) $478,377 Shares 7,456 Est. Cost $68532.17 Unrealized
HAL HALLIBURTON 0.1%
Value ($000) $460,802 Shares 15,727 Est. Cost $35.53 Unrealized -26.1%
SLB SCHLUMBERGER 0.1%
Value ($000) $448,510 Shares 10,294 Est. Cost $54.67 Unrealized -34.6%
DOWDUPONT INC 0.1%
Value ($000) $430,638 Shares 8,078 Est. Cost $68640.53 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CORP 0.1%
Value ($000) $419,486 Shares 5,790 Est. Cost $45.92 Unrealized +37.6%
EMR EMERSON ELEC 0.1%
Value ($000) $419,310 Shares 6,124 Est. Cost $40.17 Unrealized +39.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $418,729 Shares 8,388 Est. Cost $35.41 Unrealized +9.5%
FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $416,016 Shares 7,200 Est. Cost $46300.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $409,816 Shares 21,245 Est. Cost $21.55 Unrealized +2.8%
EFA EURO/ASIA ISHARES INDEX 0.1%
Value ($000) $395,841 Shares 6,103 Est. Cost $66895.98 Unrealized
ANDEAVOR LOGISTICS LP 0.1%
Value ($000) $384,334 Shares 10,900 Est. Cost $44810.00 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $378,719 Shares 1,739 Est. Cost $97.16 Unrealized +61.8%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $372,924 Shares 5,400 Est. Cost $48.03 Unrealized +19.5%
CONOCOPHILLIPS 0.1%
Value ($000) $372,326 Shares 5,579 Est. Cost $45272.67 Unrealized
LOW LOWES COMPANIES 0.1%
Value ($000) $346,473 Shares 3,165 Est. Cost $75.17 Unrealized +17.1%
ISCG ISHARES TR SMALL GROWTH INDEX 0.1%
Value ($000) $346,270 Shares 1,736 Est. Cost $112644.01 Unrealized
BAC BANK OF AMERICA 0.1%
Value ($000) $316,966 Shares 11,488 Est. Cost $11.61 Unrealized +105.9%
IHF ISHARES US HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $302,202 Shares 1,800 Est. Cost $123880.00 Unrealized
GENERAL ELEC 0.1%
Value ($000) $299,201 Shares 29,950 Est. Cost $26832.63 Unrealized
3M COMPANY 0.1%
Value ($000) $298,164 Shares 1,435 Est. Cost $175120.05 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $279,283 Shares 4,296 Est. Cost $50.35 Unrealized +1.0%
ISHARES TRUST MSCI INDIA INDEX 0.1%
Value ($000) $271,601 Shares 7,705 Est. Cost $33471.61 Unrealized
S & P 500 DEPOSITORY RECEIPT 0.1%
Value ($000) $264,401 Shares 936 Est. Cost $265713.30 Unrealized
CHESTNUT STREET EXCHANGE FD 0.1%
Value ($000) $264,086 Shares 375 Est. Cost $546370.94 Unrealized
KEX KIRBY CORP 0.1%
Value ($000) $260,256 Shares 3,465 Est. Cost $81.59 Unrealized -10.7%
UNILEVER NV 0.0%
Value ($000) $250,647 Shares 4,300 Est. Cost $42973.05 Unrealized
IVV ISHARES TR S&P 500 INDEX FD 0.0%
Value ($000) $249,844 Shares 878 Est. Cost $250287.39 Unrealized
WFC WELLS FARGO 0.0%
Value ($000) $248,123 Shares 5,135 Est. Cost $29.07 Unrealized +40.2%
ALLEGIANCE BANCSHARES INC COM 0.0%
Value ($000) $247,302 Shares 7,334 Est. Cost $33719.93 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $228,127 Shares 3,972 Est. Cost $32.23 Unrealized -7.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $222,272 Shares 2,515 Est. Cost $56.07 Unrealized 0.0%
ENBRIDGE INC 0.0%
Value ($000) $211,106 Shares 5,822 Est. Cost $36260.05 Unrealized
DVY ISHARES TR DOW JONES SELECT DIVID 0.0%
Value ($000) $207,553 Shares 2,114 Est. Cost $89309.86 Unrealized
IBM IBM CORP 0.0%
Value ($000) $207,276 Shares 1,469 Est. Cost $94.64 Unrealized 0.0%
AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $172,293 Shares 21,037 Est. Cost $5530.02 Unrealized
GRIFFIN CAP ESSENTIAL ASSET REIT 0.0%
Value ($000) $118,450 Shares 11,786 Est. Cost $10440.01 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $88,662 Shares 23,029 Est. Cost $6140.00 Unrealized
PHARMACYTE BIOTECH INC 0.0%
Value ($000) $1,458 Shares 30,000 Est. Cost $58.00 Unrealized
12 RETECH CORP COM 0.0%
Value ($000) $445 Shares 635,000 Est. Cost $83.40 Unrealized