ADELL HARRIMAN & CARPENTER INC Diversified Active

CIK: 0001134152 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 7, 2019

Total Value ($000): $535,344,299 (100.0% shares, 0.0% debt)

Holdings (133)

AAPL APPLE COMPUTER 5.4%
Value ($000) $29,083,821 Shares 146,947 Est. Cost $18.97 Unrealized +145.8%
MSFT MICROSOFT 3.9%
Value ($000) $20,673,566 Shares 154,326 Est. Cost $37.39 Unrealized +219.7%
V VISA INC 3.6%
Value ($000) $19,120,503 Shares 110,173 Est. Cost $57.85 Unrealized +170.2%
AMZN AMAZON.COM 2.9%
Value ($000) $15,351,024 Shares 8,107 Est. Cost $22.23 Unrealized +319.0%
AVGO BROADCOM LIMITED 2.8%
Value ($000) $15,200,572 Shares 52,805 Est. Cost $19.94 Unrealized +22.3%
BLACKSTONE GROUP LP 2.6%
Value ($000) $13,867,271 Shares 312,185 Est. Cost $44420.04 Unrealized
AMERICAN TOWER CORP 2.6%
Value ($000) $13,737,710 Shares 67,194 Est. Cost $113579.63 Unrealized
JPM J P MORGAN CHASE 2.5%
Value ($000) $13,164,008 Shares 117,746 Est. Cost $38.70 Unrealized +137.8%
CSCO CISCO SYSTEMS 2.4%
Value ($000) $13,056,015 Shares 238,553 Est. Cost $21.63 Unrealized +108.9%
EPD ENTERPRISE PRODUCTS 2.3%
Value ($000) $12,339,561 Shares 427,418 Est. Cost $39205.11 Unrealized
EQUINIX INC 2.2%
Value ($000) $11,523,778 Shares 22,851 Est. Cost $391465.78 Unrealized
HD HOME DEPOT 2.0%
Value ($000) $10,926,286 Shares 52,538 Est. Cost $84.80 Unrealized +99.9%
HON HONEYWELL INTL 2.0%
Value ($000) $10,805,791 Shares 61,892 Est. Cost $59.18 Unrealized +134.3%
JNJ JOHNSN&JOHNSN 2.0%
Value ($000) $10,802,978 Shares 77,563 Est. Cost $64.61 Unrealized +77.6%
ALIBABA GROUP HLDG 2.0%
Value ($000) $10,556,057 Shares 62,296 Est. Cost $120528.01 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $9,767,595 Shares 74,488 Est. Cost $60.08 Unrealized +74.3%
EXXON MOBIL 1.8%
Value ($000) $9,734,903 Shares 127,038 Est. Cost $93739.82 Unrealized
PANW PALO ALTO NETWORKS 1.8%
Value ($000) $9,662,298 Shares 47,420 Est. Cost $24.88 Unrealized +50.4%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $8,544,632 Shares 65,627 Est. Cost $36886.19 Unrealized
MCD MCDONALDS 1.5%
Value ($000) $8,259,999 Shares 39,777 Est. Cost $95.68 Unrealized +77.4%
SALESFORCE COM 1.5%
Value ($000) $8,014,075 Shares 52,818 Est. Cost $91465.70 Unrealized
MARATHON PETROLEUM CORP 1.5%
Value ($000) $7,788,778 Shares 139,384 Est. Cost $52614.48 Unrealized
UNH UNITEDHEALTHCARE GROUP 1.4%
Value ($000) $7,692,963 Shares 31,527 Est. Cost $166.47 Unrealized +29.4%
ALPHABET INC CL C 1.4%
Value ($000) $7,604,199 Shares 7,035 Est. Cost $693531.70 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $7,460,081 Shares 172,209 Est. Cost $19.87 Unrealized +47.1%
BLACKROCK INC 1.3%
Value ($000) $6,874,021 Shares 14,647 Est. Cost $379049.38 Unrealized
ALPHABET INC CL A 1.2%
Value ($000) $6,339,430 Shares 5,855 Est. Cost $717019.25 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $6,297,596 Shares 131,556 Est. Cost $21.43 Unrealized +101.1%
VERIZON COMM 1.2%
Value ($000) $6,169,177 Shares 107,985 Est. Cost $55533.14 Unrealized
COMCAST CORP 1.1%
Value ($000) $6,103,000 Shares 144,347 Est. Cost $45906.88 Unrealized
MASTERCARD INC CL A 1.1%
Value ($000) $6,033,929 Shares 22,810 Est. Cost $191696.80 Unrealized
DIS DISNEY WALT CO 1.1%
Value ($000) $6,003,056 Shares 42,990 Est. Cost $73.30 Unrealized +74.6%
SBUX STARBUCKS 1.1%
Value ($000) $5,895,429 Shares 70,326 Est. Cost $36.78 Unrealized +84.7%
TD TORONTO-DOMINION BANK 1.1%
Value ($000) $5,841,955 Shares 100,102 Est. Cost $47.41 Unrealized +18.6%
AMGN AMGEN INC 1.1%
Value ($000) $5,757,815 Shares 31,245 Est. Cost $102.17 Unrealized +43.1%
ABBV ABBVIE INC 1.0%
Value ($000) $5,512,023 Shares 75,798 Est. Cost $34.19 Unrealized +73.7%
NETFLIX INC 1.0%
Value ($000) $5,413,195 Shares 14,737 Est. Cost $103055.63 Unrealized
EEM EMERGING MARKETS ISHARES INDEX 1.0%
Value ($000) $5,366,915 Shares 125,074 Est. Cost $40094.27 Unrealized
MU MICRON TECHNOLOGY 0.9%
Value ($000) $4,958,545 Shares 128,493 Est. Cost $36.78 Unrealized +1.1%
QCOM QUALCOMM INC 0.9%
Value ($000) $4,735,738 Shares 62,255 Est. Cost $56.33 Unrealized +11.3%
KBWY INVESCO HIGH YIELD REIT ETF 0.9%
Value ($000) $4,729,456 Shares 157,370 Est. Cost $35643.65 Unrealized
VLO VALERO ENERGY 0.9%
Value ($000) $4,690,189 Shares 54,786 Est. Cost $52.31 Unrealized +20.4%
ORCL ORACLE CORP 0.9%
Value ($000) $4,609,298 Shares 80,907 Est. Cost $28.60 Unrealized +71.9%
C CITIGROUP 0.8%
Value ($000) $4,393,798 Shares 62,742 Est. Cost $46.90 Unrealized +12.8%
ADBE ADOBE SYS INC 0.8%
Value ($000) $4,321,042 Shares 14,665 Est. Cost $255.50 Unrealized +8.7%
ROYAL DUTCH SHELL 0.8%
Value ($000) $4,142,014 Shares 63,006 Est. Cost $61508.98 Unrealized
FACEBOOK INC COM 0.8%
Value ($000) $4,128,463 Shares 21,391 Est. Cost $114708.05 Unrealized
IYR ISHARES TR DOW JONES REAL ESTATE 0.8%
Value ($000) $4,064,027 Shares 46,547 Est. Cost $70559.91 Unrealized
CVX CHEVRONTEXACO 0.7%
Value ($000) $3,929,889 Shares 31,581 Est. Cost $76.09 Unrealized +18.6%
BA BOEING CO 0.7%
Value ($000) $3,624,812 Shares 9,958 Est. Cost $259.84 Unrealized +37.5%
COSTCO WHOLESALE CORP 0.7%
Value ($000) $3,519,943 Shares 13,320 Est. Cost $194246.70 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.6%
Value ($000) $3,372,034 Shares 11,482 Est. Cost $193.61 Unrealized +39.8%
RAYTHEON CO NEW 0.6%
Value ($000) $3,363,187 Shares 19,342 Est. Cost $186954.83 Unrealized
IBB ISHARES TR NASDAQ BIOTECHNOLOGY 0.6%
Value ($000) $3,352,877 Shares 30,732 Est. Cost $149175.23 Unrealized
ET ENERGY TRANSFER LP 0.6%
Value ($000) $3,270,998 Shares 232,315 Est. Cost $13328.85 Unrealized
ANADARKO PETRO 0.6%
Value ($000) $3,250,452 Shares 46,066 Est. Cost $79511.38 Unrealized
KINDER MORGAN INC 0.6%
Value ($000) $3,232,361 Shares 154,807 Est. Cost $17716.49 Unrealized
NEXTERA ENERGY INC 0.6%
Value ($000) $3,059,584 Shares 14,935 Est. Cost $153906.25 Unrealized
PG PROCTER&GAMBLE 0.5%
Value ($000) $2,899,138 Shares 26,440 Est. Cost $55.30 Unrealized +63.6%
OXY OCCIDENTAL PETRO 0.5%
Value ($000) $2,869,456 Shares 57,070 Est. Cost $60.25 Unrealized -18.9%
NVDA NVIDIA CORP 0.5%
Value ($000) $2,844,135 Shares 17,318 Est. Cost $4.05 Unrealized +1.6%
KKR & CO 0.5%
Value ($000) $2,796,126 Shares 110,650 Est. Cost $22922.84 Unrealized
WMB WILLIAMS COS 0.5%
Value ($000) $2,713,599 Shares 96,776 Est. Cost $18.49 Unrealized +3.7%
LYONDELLBASELL INDUSTRIES 0.5%
Value ($000) $2,675,910 Shares 31,068 Est. Cost $76638.99 Unrealized
DHR DANAHER CORP 0.5%
Value ($000) $2,526,111 Shares 17,675 Est. Cost $32.34 Unrealized +255.4%
OKE ONEOK INC 0.4%
Value ($000) $2,395,276 Shares 34,810 Est. Cost $41.36 Unrealized +6.0%
NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $2,381,138 Shares 49,350 Est. Cost $42191.30 Unrealized
SPG SIMON PPTY GRP 0.4%
Value ($000) $2,366,685 Shares 14,814 Est. Cost $111.28 Unrealized +7.0%
PAYPAL HLDGS 0.4%
Value ($000) $2,126,095 Shares 18,575 Est. Cost $86552.06 Unrealized
WMT WAL MART 0.4%
Value ($000) $2,039,645 Shares 18,460 Est. Cost $26.26 Unrealized +19.2%
CERNER CORP 0.4%
Value ($000) $2,031,118 Shares 27,710 Est. Cost $70668.54 Unrealized
STARWOOD PPTY TR 0.3%
Value ($000) $1,772,160 Shares 78,000 Est. Cost $22095.02 Unrealized
AT&T CORP 0.3%
Value ($000) $1,734,857 Shares 51,771 Est. Cost $38522.15 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $1,729,433 Shares 18,489 Est. Cost $43.65 Unrealized +56.9%
WALGREENS BOOTS ALLIANCE 0.3%
Value ($000) $1,544,209 Shares 28,246 Est. Cost $84340.62 Unrealized
ISHARES WORLD EX-US REAL ESTATE 0.3%
Value ($000) $1,535,058 Shares 40,375 Est. Cost $36121.60 Unrealized
KO COCA COLA 0.3%
Value ($000) $1,530,604 Shares 30,059 Est. Cost $27.85 Unrealized +43.3%
TXN TEXAS INST 0.3%
Value ($000) $1,509,094 Shares 13,150 Est. Cost $79.11 Unrealized +17.3%
JAZZ PHARMACEUTICAL SPLC 0.3%
Value ($000) $1,507,572 Shares 10,575 Est. Cost $148590.47 Unrealized
TARGET CORP 0.3%
Value ($000) $1,455,048 Shares 16,800 Est. Cost $81734.11 Unrealized
SPDR S&P INTERNATIONAL DVD 0.3%
Value ($000) $1,391,376 Shares 35,350 Est. Cost $39945.72 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,262,425 Shares 15,011 Est. Cost $49.39 Unrealized +42.2%
GEM GS EMERGING MARKET ETF 0.2%
Value ($000) $1,255,634 Shares 38,200 Est. Cost $31669.75 Unrealized
BNS BANK OF NOVA SCOTIA 0.2%
Value ($000) $1,089,283 Shares 20,042 Est. Cost $42.12 Unrealized -11.2%
CENTERPOINT ENERGY 0.2%
Value ($000) $1,013,641 Shares 35,405 Est. Cost $24663.51 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,012,673 Shares 18,788 Est. Cost $40.22 Unrealized +9.6%
GIS GENERAL MILLS 0.2%
Value ($000) $971,673 Shares 18,501 Est. Cost $32.62 Unrealized +26.4%
CELGENE CORP 0.2%
Value ($000) $935,955 Shares 10,125 Est. Cost $106709.49 Unrealized
ADP AUTOMATIC DATA 0.2%
Value ($000) $935,272 Shares 5,657 Est. Cost $45.86 Unrealized +207.4%
VWO VANGUARD INTL EQUITY EMERGING MKTS 0.2%
Value ($000) $846,347 Shares 19,900 Est. Cost $38999.39 Unrealized
ROYAL DUTCH SHELL 0.1%
Value ($000) $738,371 Shares 11,347 Est. Cost $67703.70 Unrealized
IWM ISHARES TR RUSSELL 2000 INDEX FD 0.1%
Value ($000) $727,585 Shares 4,679 Est. Cost $141157.94 Unrealized
IDV ISHARES DJ INTERNATIONAL DIVIDEND INDEX 0.1%
Value ($000) $697,344 Shares 22,700 Est. Cost $32690.59 Unrealized
PROSHARES ULTRA 0.1%
Value ($000) $676,871 Shares 7,050 Est. Cost $70392.90 Unrealized
CVS CVS CORP 0.1%
Value ($000) $649,310 Shares 11,916 Est. Cost $54.69 Unrealized -20.3%
NKE NIKE INC CL B 0.1%
Value ($000) $625,008 Shares 7,445 Est. Cost $48.79 Unrealized +58.0%
SPDR SER TR S&P BIOTECH ETF 0.1%
Value ($000) $604,585 Shares 6,893 Est. Cost $75741.67 Unrealized
IRON MOUNTAIN 0.1%
Value ($000) $597,830 Shares 19,100 Est. Cost $33956.30 Unrealized
EMR EMERSON ELEC 0.1%
Value ($000) $583,733 Shares 8,749 Est. Cost $45.36 Unrealized +26.7%
INDEPENDENT BANK GROUP INC 0.1%
Value ($000) $575,541 Shares 10,472 Est. Cost $42910.04 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP 0.1%
Value ($000) $563,098 Shares 8,798 Est. Cost $67891.28 Unrealized
HCA HLDGS INC 0.1%
Value ($000) $527,163 Shares 3,900 Est. Cost $79451.63 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $485,835 Shares 22,164 Est. Cost $21.53 Unrealized -1.9%
FIRST FINANCIAL BANKSHARES INC 0.1%
Value ($000) $443,376 Shares 14,400 Est. Cost $38545.00 Unrealized
FXI CHINA INDEX ISHARES 0.1%
Value ($000) $440,531 Shares 10,300 Est. Cost $40784.12 Unrealized
ISHARES INC CORE MSCI EMERGING MKTS 0.1%
Value ($000) $428,495 Shares 8,330 Est. Cost $55972.53 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $414,178 Shares 1,739 Est. Cost $97.16 Unrealized +78.9%
ALERIAN MLP ETF 0.1%
Value ($000) $383,165 Shares 38,900 Est. Cost $12657.76 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $356,670 Shares 5,400 Est. Cost $48.03 Unrealized +16.5%
BAC BANK OF AMERICA 0.1%
Value ($000) $333,165 Shares 11,488 Est. Cost $11.61 Unrealized +111.1%
ISCG ISHARES TR SMALL GROWTH INDEX 0.1%
Value ($000) $333,122 Shares 1,636 Est. Cost $112644.01 Unrealized
CONOCOPHILLIPS 0.1%
Value ($000) $320,784 Shares 5,259 Est. Cost $45272.67 Unrealized
GENERAL ELEC 0.1%
Value ($000) $314,475 Shares 29,950 Est. Cost $26832.63 Unrealized
SLB SCHLUMBERGER 0.1%
Value ($000) $310,039 Shares 7,802 Est. Cost $54.67 Unrealized -38.5%
LOW LOWES COMPANIES 0.1%
Value ($000) $309,289 Shares 3,065 Est. Cost $75.17 Unrealized +24.3%
S & P 500 DEPOSITORY RECEIPT 0.1%
Value ($000) $294,465 Shares 1,005 Est. Cost $267586.72 Unrealized
CHESTNUT STREET EXCHANGE FD 0.1%
Value ($000) $273,259 Shares 375 Est. Cost $546370.94 Unrealized
KEX KIRBY CORP 0.0%
Value ($000) $265,835 Shares 3,365 Est. Cost $81.59 Unrealized -1.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $261,863 Shares 3,876 Est. Cost $50.35 Unrealized +0.9%
MXI ISHARES TRUST S&P GLOBAL MATERIALS 0.0%
Value ($000) $260,993 Shares 4,004 Est. Cost $68532.17 Unrealized
IVV ISHARES TR S&P 500 INDEX FD 0.0%
Value ($000) $258,791 Shares 878 Est. Cost $250287.39 Unrealized
IHF ISHARES US HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $257,085 Shares 1,500 Est. Cost $123880.00 Unrealized
ISHARES TRUST MSCI INDIA INDEX 0.0%
Value ($000) $250,807 Shares 7,105 Est. Cost $33471.61 Unrealized
3M COMPANY 0.0%
Value ($000) $248,743 Shares 1,435 Est. Cost $175120.05 Unrealized
ENBRIDGE INC 0.0%
Value ($000) $231,706 Shares 6,422 Est. Cost $36243.23 Unrealized
ALLEGIANCE BANCSHARES INC COM 0.0%
Value ($000) $222,278 Shares 6,667 Est. Cost $33719.93 Unrealized
DVY ISHARES TR DOW JONES SELECT DIVID 0.0%
Value ($000) $220,426 Shares 2,214 Est. Cost $89772.83 Unrealized
WFC WELLS FARGO 0.0%
Value ($000) $219,328 Shares 4,635 Est. Cost $29.07 Unrealized +34.4%
RH RH COM 0.0%
Value ($000) $208,080 Shares 1,800 Est. Cost $103.18 Unrealized 0.0%
CTSH COGNIZANT TECH SOLUTIONS CORP 0.0%
Value ($000) $203,165 Shares 3,205 Est. Cost $45.92 Unrealized +29.4%
UNILEVER NV 0.0%
Value ($000) $200,376 Shares 3,300 Est. Cost $42973.05 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $134,259 Shares 23,029 Est. Cost $6140.00 Unrealized
AKEBIA THERAPEUTICS INC 0.0%
Value ($000) $101,819 Shares 21,037 Est. Cost $5530.02 Unrealized