SFMG, LLC Diversified Active

CIK: 0001512026 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 14, 2014

Total Value ($000): $296,969 (100.0% shares, 0.0% debt)

Holdings (81)

ATO ATMOS ENERGY CORP 12.9%
Value ($000) $38,194 Shares 810,404 Est. Cost $31.18 Unrealized +10.3%
HDV ISHARES TR 10.1%
Value ($000) $30,034 Shares 420,407 Est. Cost $66.46 Unrealized
POWERSHARES ETF TRUST 9.5%
Value ($000) $28,109 Shares 1,357,282 Est. Cost $18.01 Unrealized
SPY SPDR S&P 500 ETF TR 9.3%
Value ($000) $27,754 Shares 148,408 Est. Cost $162.52 Unrealized
IJK ISHARES 8.7%
Value ($000) $25,894 Shares 169,330 Est. Cost $130.75 Unrealized
POWERSHARES QQQ TRUST 7.7%
Value ($000) $22,835 Shares 260,460 Est. Cost $73.24 Unrealized
XLV SELECT SECTOR SPDR TR 7.6%
Value ($000) $22,449 Shares 383,810 Est. Cost $48.36 Unrealized
XLK SELECT SECTOR SPDR TR 4.6%
Value ($000) $13,591 Shares 373,885 Est. Cost $32.15 Unrealized
XLB SELECT SECTOR SPDR TR 4.3%
Value ($000) $12,909 Shares 273,039 Est. Cost $47.28 Unrealized
XLU SELECT SECTOR SPDR TR 4.1%
Value ($000) $12,233 Shares 295,050 Est. Cost $41.46 Unrealized
IYH ISHARES 4.0%
Value ($000) $11,914 Shares 96,842 Est. Cost $107.88 Unrealized
JKHY HENRY JACK & ASSOC INC 1.4%
Value ($000) $4,082 Shares 73,200 Est. Cost $40.12 Unrealized +23.3%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $3,539 Shares 37,816 Est. Cost $53.73 Unrealized +8.1%
FNDX SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,652 Shares 95,650 Est. Cost $27.25 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $2,534 Shares 4,720 Est. Cost $13.35 Unrealized +24.2%
PAA PLAINS ALL AMERN PIPELINE L 0.8%
Value ($000) $2,375 Shares 43,081 Est. Cost $55.44 Unrealized
GLD SPDR GOLD TRUST 0.8%
Value ($000) $2,365 Shares 19,136 Est. Cost $119.10 Unrealized
TEXAS INDS INC 0.7%
Value ($000) $2,127 Shares 23,738 Est. Cost $65.14 Unrealized
RYDEX ETF TRUST 0.6%
Value ($000) $1,669 Shares 22,860 Est. Cost $65.21 Unrealized
CSX CSX CORP 0.6%
Value ($000) $1,645 Shares 56,788 Est. Cost $6.86 Unrealized +11.8%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,542 Shares 21,918 Est. Cost $39.96 Unrealized +13.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,498 Shares 11,990 Est. Cost $110.67 Unrealized +5.6%
ENERGY TRANSFER PRTNRS L P 0.5%
Value ($000) $1,354 Shares 25,177 Est. Cost $50.55 Unrealized
KINDER MORGAN ENERGY PARTNER 0.4%
Value ($000) $1,332 Shares 18,006 Est. Cost $85.28 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $1,178 Shares 16,990 Est. Cost $62.15 Unrealized
IVV ISHARES 0.3%
Value ($000) $1,011 Shares 5,373 Est. Cost $160.86 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.3%
Value ($000) $927 Shares 13,288 Est. Cost $54.49 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $919 Shares 11,003 Est. Cost $56.00 Unrealized +1.5%
MYLAN INC 0.3%
Value ($000) $894 Shares 18,306 Est. Cost $31.03 Unrealized
T AT&T INC 0.3%
Value ($000) $880 Shares 25,081 Est. Cost $11.37 Unrealized -4.5%
IP INTL PAPER CO 0.2%
Value ($000) $724 Shares 15,791 Est. Cost $25.91 Unrealized +5.1%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $705 Shares 5,929 Est. Cost $71.30 Unrealized -1.3%
META FACEBOOK INC 0.2%
Value ($000) $614 Shares 10,187 Est. Cost $26.48 Unrealized +137.6%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $585 Shares 18,852 Est. Cost $17.69 Unrealized -9.3%
VANGUARD NAT RES LLC 0.2%
Value ($000) $563 Shares 18,896 Est. Cost $27.89 Unrealized
IVW ISHARES 0.2%
Value ($000) $545 Shares 5,454 Est. Cost $84.85 Unrealized
IVE ISHARES 0.2%
Value ($000) $506 Shares 5,822 Est. Cost $77.50 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $497 Shares 5,850 Est. Cost $83.08 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $473 Shares 9,947 Est. Cost $27.02 Unrealized -4.2%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $467 Shares 4,136 Est. Cost $109.89 Unrealized
ZIOPHARM ONCOLOGY INC 0.2%
Value ($000) $457 Shares 99,850 Est. Cost $2.11 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $420 Shares 5,124 Est. Cost $49.52 Unrealized -9.7%
SBR SABINE ROYALTY TR 0.1%
Value ($000) $408 Shares 8,239 Est. Cost $51.71 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $390 Shares 15,065 Est. Cost $23.41 Unrealized
PBT PERMIAN BASIN RTY TR 0.1%
Value ($000) $385 Shares 29,200 Est. Cost $13.29 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $371 Shares 8,527 Est. Cost $43.10 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $367 Shares 5,337 Est. Cost $61.22 Unrealized +8.9%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $365 Shares 3,392 Est. Cost $80.07 Unrealized +16.1%
LINN ENERGY LLC 0.1%
Value ($000) $365 Shares 12,886 Est. Cost $32.64 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $362 Shares 9,662 Est. Cost $16.28 Unrealized +5.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $360 Shares 4,610 Est. Cost $76.73 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $325 Shares 1,688 Est. Cost $117.48 Unrealized -7.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $313 Shares 7,644 Est. Cost $26.93 Unrealized +16.1%
TLH ISHARES 0.1%
Value ($000) $310 Shares 2,460 Est. Cost $126.57 Unrealized
RYN RAYONIER INC 0.1%
Value ($000) $309 Shares 6,736 Est. Cost $55.33 Unrealized
MTDR MATADOR RES CO 0.1%
Value ($000) $303 Shares 12,358 Est. Cost $19.64 Unrealized +9.5%
TLT ISHARES 0.1%
Value ($000) $291 Shares 2,670 Est. Cost $110.49 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $287 Shares 7,434 Est. Cost $27.85 Unrealized -4.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $286 Shares 4,855 Est. Cost $42.24 Unrealized +5.5%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $284 Shares 5,460 Est. Cost $28.80 Unrealized +24.7%
GEL GENESIS ENERGY L P 0.1%
Value ($000) $271 Shares 5,000 Est. Cost $51.80 Unrealized
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $263 Shares 6,998 Est. Cost $30.87 Unrealized
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $249 Shares 2,002 Est. Cost $107.50 Unrealized
IEI ISHARES 0.1%
Value ($000) $248 Shares 2,051 Est. Cost $120.74 Unrealized
PIEDMONT NAT GAS INC 0.1%
Value ($000) $243 Shares 6,868 Est. Cost $32.91 Unrealized
GOOGLE INC 0.1%
Value ($000) $230 Shares 206 Est. Cost $1116.50 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $229 Shares 3,427 Est. Cost $41.04 Unrealized +1.6%
TIP ISHARES 0.1%
Value ($000) $225 Shares 2,008 Est. Cost $112.05 Unrealized
ONEOK PARTNERS LP 0.1%
Value ($000) $225 Shares 4,200 Est. Cost $49.43 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $216 Shares 1,263 Est. Cost $169.03 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $212 Shares 2,894 Est. Cost $28.38 Unrealized +3.2%
MARKET VECTORS ETF TR 0.1%
Value ($000) $207 Shares 6,412 Est. Cost $32.28 Unrealized
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $204 Shares 3,039 Est. Cost $67.13 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $201 Shares 2,540 Est. Cost $58.72 Unrealized +2.6%
AGRO ADECOAGRO S A 0.1%
Value ($000) $190 Shares 23,309 Est. Cost $6.50 Unrealized +6.6%
DNP SELECT INCOME FD 0.0%
Value ($000) $127 Shares 13,000 Est. Cost $9.83 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $113 Shares 13,008 Est. Cost $6.54 Unrealized +34.0%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $98 Shares 10,000 Est. Cost $8.57 Unrealized +17.8%
HELIOS MULTI SEC HI INC FD I 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $5.70 Unrealized
ZIX CORP 0.0%
Value ($000) $42 Shares 10,120 Est. Cost $4.15 Unrealized
TGB TASEKO MINES LTD 0.0%
Value ($000) $32 Shares 16,000 Est. Cost $2.20 Unrealized -5.6%