SFMG, LLC Diversified Active

CIK: 0001512026 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 5, 2014

Total Value ($000): $290,951 (100.0% shares, 0.0% debt)

Holdings (79)

ATO ATMOS ENERGY CORP 12.6%
Value ($000) $36,803 Shares 810,278 Est. Cost $31.18 Unrealized +4.8%
HDV ISHARES 10.1%
Value ($000) $29,305 Shares 417,157 Est. Cost $66.46 Unrealized
POWERSHARES ETF TRUST 9.5%
Value ($000) $27,779 Shares 1,361,005 Est. Cost $18.01 Unrealized
SPY SPDR S&P 500 ETF TR 9.3%
Value ($000) $26,981 Shares 146,090 Est. Cost $162.13 Unrealized
IJK ISHARES 8.7%
Value ($000) $25,176 Shares 167,630 Est. Cost $130.53 Unrealized
POWERSHARES QQQ TRUST 7.8%
Value ($000) $22,646 Shares 257,456 Est. Cost $73.07 Unrealized
XLV SELECT SECTOR SPDR TR 7.2%
Value ($000) $21,015 Shares 379,061 Est. Cost $48.23 Unrealized
XLK SELECT SECTOR SPDR TR 4.5%
Value ($000) $13,019 Shares 364,278 Est. Cost $32.04 Unrealized
XLI SELECT SECTOR SPDR TR 4.4%
Value ($000) $12,730 Shares 243,581 Est. Cost $46.85 Unrealized
XLY SELECT SECTOR SPDR TR 4.2%
Value ($000) $12,242 Shares 183,185 Est. Cost $66.83 Unrealized
IYH ISHARES 4.0%
Value ($000) $11,599 Shares 99,572 Est. Cost $107.88 Unrealized
JKHY HENRY JACK & ASSOC INC 1.5%
Value ($000) $4,334 Shares 73,200 Est. Cost $40.12 Unrealized +19.4%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $4,082 Shares 40,340 Est. Cost $53.73 Unrealized +4.1%
AAPL APPLE INC 1.1%
Value ($000) $3,239 Shares 5,774 Est. Cost $13.35 Unrealized +22.6%
FNDX SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,606 Shares 95,650 Est. Cost $27.25 Unrealized
GLD SPDR GOLD TRUST 0.8%
Value ($000) $2,259 Shares 19,458 Est. Cost $119.10 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.8%
Value ($000) $2,230 Shares 43,081 Est. Cost $55.44 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,656 Shares 23,440 Est. Cost $39.96 Unrealized +21.1%
RYDEX ETF TRUST 0.6%
Value ($000) $1,641 Shares 23,035 Est. Cost $65.21 Unrealized
CSX CSX CORP 0.6%
Value ($000) $1,625 Shares 56,494 Est. Cost $6.86 Unrealized +7.4%
TEXAS INDS INC 0.6%
Value ($000) $1,621 Shares 23,575 Est. Cost $65.14 Unrealized
KINDER MORGAN ENERGY PARTNER 0.5%
Value ($000) $1,451 Shares 17,985 Est. Cost $85.28 Unrealized
ENERGY TRANSFER PRTNRS L P 0.5%
Value ($000) $1,441 Shares 25,172 Est. Cost $50.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,303 Shares 10,990 Est. Cost $110.11 Unrealized +5.0%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $1,126 Shares 16,990 Est. Cost $62.15 Unrealized
IVV ISHARES 0.3%
Value ($000) $997 Shares 5,372 Est. Cost $160.86 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $915 Shares 11,033 Est. Cost $56.00 Unrealized +3.1%
T AT&T INC 0.3%
Value ($000) $892 Shares 25,381 Est. Cost $11.37 Unrealized -1.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.3%
Value ($000) $841 Shares 13,288 Est. Cost $54.49 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $813 Shares 7,398 Est. Cost $109.89 Unrealized
MYLAN INC 0.3%
Value ($000) $794 Shares 18,306 Est. Cost $31.03 Unrealized
IP INTL PAPER CO 0.3%
Value ($000) $774 Shares 15,791 Est. Cost $25.91 Unrealized +0.4%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $740 Shares 5,921 Est. Cost $71.30 Unrealized +1.7%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $631 Shares 18,727 Est. Cost $17.69 Unrealized -6.3%
IVE ISHARES 0.2%
Value ($000) $602 Shares 7,045 Est. Cost $77.50 Unrealized
IVW ISHARES 0.2%
Value ($000) $569 Shares 5,757 Est. Cost $84.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $560 Shares 11,398 Est. Cost $27.02 Unrealized -1.5%
VANGUARD NAT RES LLC 0.2%
Value ($000) $558 Shares 18,896 Est. Cost $27.89 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $557 Shares 10,187 Est. Cost $26.48 Unrealized +88.3%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $488 Shares 5,604 Est. Cost $49.52 Unrealized -3.4%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $484 Shares 5,850 Est. Cost $83.08 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $469 Shares 5,121 Est. Cost $60.99 Unrealized +7.8%
ZIOPHARM ONCOLOGY INC 0.1%
Value ($000) $433 Shares 99,850 Est. Cost $2.11 Unrealized
SBR SABINE ROYALTY TR 0.1%
Value ($000) $417 Shares 8,239 Est. Cost $51.71 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $394 Shares 14,061 Est. Cost $23.24 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $380 Shares 9,902 Est. Cost $16.28 Unrealized +5.3%
PBT PERMIAN BASIN RTY TR 0.1%
Value ($000) $376 Shares 29,200 Est. Cost $13.29 Unrealized
LINN ENERGY LLC 0.1%
Value ($000) $353 Shares 11,461 Est. Cost $33.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $316 Shares 1,687 Est. Cost $117.48 Unrealized -9.4%
POWERSHARES ETF TRUST 0.1%
Value ($000) $315 Shares 7,320 Est. Cost $43.03 Unrealized
MTDR MATADOR RES CO 0.1%
Value ($000) $314 Shares 16,858 Est. Cost $19.64 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $307 Shares 7,434 Est. Cost $27.85 Unrealized -3.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $301 Shares 3,935 Est. Cost $76.49 Unrealized
TLH ISHARES 0.1%
Value ($000) $297 Shares 2,460 Est. Cost $126.57 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $285 Shares 5,360 Est. Cost $28.67 Unrealized +19.2%
RYN RAYONIER INC 0.1%
Value ($000) $283 Shares 6,721 Est. Cost $55.33 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $275 Shares 7,355 Est. Cost $26.76 Unrealized +12.2%
TLT ISHARES 0.1%
Value ($000) $272 Shares 2,670 Est. Cost $110.49 Unrealized
GEL GENESIS ENERGY L P 0.1%
Value ($000) $263 Shares 5,000 Est. Cost $51.80 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $262 Shares 1,550 Est. Cost $169.03 Unrealized
IEI ISHARES 0.1%
Value ($000) $246 Shares 2,051 Est. Cost $120.74 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $245 Shares 4,805 Est. Cost $42.21 Unrealized -6.2%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $243 Shares 2,892 Est. Cost $77.83 Unrealized 0.0%
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $241 Shares 6,998 Est. Cost $30.87 Unrealized
PIEDMONT NAT GAS INC 0.1%
Value ($000) $228 Shares 6,868 Est. Cost $32.91 Unrealized
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $225 Shares 2,002 Est. Cost $107.50 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $222 Shares 2,835 Est. Cost $28.36 Unrealized +10.0%
ONEOK PARTNERS LP 0.1%
Value ($000) $221 Shares 4,200 Est. Cost $49.43 Unrealized
IWB ISHARES 0.1%
Value ($000) $216 Shares 2,095 Est. Cost $103.10 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $212 Shares 3,427 Est. Cost $41.04 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $209 Shares 2,534 Est. Cost $58.72 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $200 Shares 3,418 Est. Cost $39.63 Unrealized 0.0%
LUMINEX CORP DEL 0.1%
Value ($000) $194 Shares 10,000 Est. Cost $20.60 Unrealized
AGRO ADECOAGRO S A 0.1%
Value ($000) $189 Shares 23,309 Est. Cost $6.50 Unrealized +8.6%
DNP SELECT INCOME FD 0.0%
Value ($000) $122 Shares 13,000 Est. Cost $9.83 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $111 Shares 13,008 Est. Cost $6.54 Unrealized +21.4%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $97 Shares 10,000 Est. Cost $8.57 Unrealized -3.5%
HELIOS MULTI SEC HI INC FD I 0.0%
Value ($000) $60 Shares 10,000 Est. Cost $5.70 Unrealized
TGB TASEKO MINES LTD 0.0%
Value ($000) $34 Shares 16,000 Est. Cost $2.20 Unrealized -5.4%