SFMG, LLC Diversified Active

CIK: 0001512026 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $319,325 (100.0% shares, 0.0% debt)

Holdings (90)

ATO ATMOS ENERGY CORP 12.6%
Value ($000) $40,353 Shares 845,972 Est. Cost $31.47 Unrealized +20.2%
HDV ISHARES TR 10.2%
Value ($000) $32,443 Shares 431,187 Est. Cost $66.74 Unrealized
POWERSHARES ETF TRUST 9.1%
Value ($000) $29,133 Shares 1,350,013 Est. Cost $18.01 Unrealized
SPY SPDR S&P 500 ETF TR 9.1%
Value ($000) $29,043 Shares 147,410 Est. Cost $162.52 Unrealized
FNDB SCHWAB STRATEGIC TR 8.0%
Value ($000) $25,412 Shares 880,962 Est. Cost $28.85 Unrealized
POWERSHARES QQQ TRUST 7.8%
Value ($000) $24,776 Shares 250,795 Est. Cost $73.24 Unrealized
XLV SELECT SECTOR SPDR TR 7.6%
Value ($000) $24,397 Shares 381,747 Est. Cost $48.36 Unrealized
IYH ISHARES TR 4.4%
Value ($000) $14,117 Shares 105,074 Est. Cost $134.35 Unrealized
XLK SELECT SECTOR SPDR TR 4.3%
Value ($000) $13,592 Shares 340,641 Est. Cost $32.30 Unrealized
XLF SELECT SECTOR SPDR TR 3.9%
Value ($000) $12,513 Shares 540,039 Est. Cost $23.17 Unrealized
XLY SELECT SECTOR SPDR TR 3.8%
Value ($000) $12,195 Shares 182,854 Est. Cost $66.69 Unrealized
JKHY HENRY JACK & ASSOC INC 1.3%
Value ($000) $4,074 Shares 73,200 Est. Cost $40.12 Unrealized +26.1%
AAPL APPLE INC 1.0%
Value ($000) $3,270 Shares 32,458 Est. Cost $17.89 Unrealized +20.9%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $3,210 Shares 34,132 Est. Cost $54.04 Unrealized +13.8%
PAA PLAINS ALL AMERN PIPELINE L 0.9%
Value ($000) $2,830 Shares 48,082 Est. Cost $55.80 Unrealized
FNDX SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,775 Shares 95,650 Est. Cost $27.25 Unrealized
IBERIABANK CORP 0.8%
Value ($000) $2,634 Shares 42,134 Est. Cost $62.51 Unrealized
GLD SPDR GOLD TRUST 0.7%
Value ($000) $2,222 Shares 19,122 Est. Cost $119.10 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.7%
Value ($000) $2,129 Shares 16,514 Est. Cost $117.60 Unrealized 0.0%
KINDER MORGAN ENERGY PARTNER 0.6%
Value ($000) $1,880 Shares 20,158 Est. Cost $86.18 Unrealized
CSX CSX CORP 0.6%
Value ($000) $1,840 Shares 57,377 Est. Cost $6.86 Unrealized +25.6%
RYDEX ETF TRUST 0.5%
Value ($000) $1,733 Shares 22,860 Est. Cost $65.21 Unrealized
MARKET VECTORS ETF TR 0.5%
Value ($000) $1,704 Shares 54,422 Est. Cost $31.14 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,686 Shares 22,032 Est. Cost $40.13 Unrealized +41.3%
ENERGY TRANSFER PRTNRS L P 0.5%
Value ($000) $1,608 Shares 25,136 Est. Cost $50.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,573 Shares 11,387 Est. Cost $110.67 Unrealized +20.4%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $1,345 Shares 33,380 Est. Cost $51.22 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $1,155 Shares 14,613 Est. Cost $42.43 Unrealized +71.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $1,119 Shares 13,288 Est. Cost $54.49 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $1,086 Shares 5,478 Est. Cost $161.62 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,065 Shares 11,444 Est. Cost $56.34 Unrealized +15.2%
T AT&T INC 0.3%
Value ($000) $993 Shares 28,172 Est. Cost $11.44 Unrealized +4.0%
MYLAN INC 0.3%
Value ($000) $846 Shares 18,600 Est. Cost $31.35 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $779 Shares 6,525 Est. Cost $72.19 Unrealized +8.8%
IP INTL PAPER CO 0.2%
Value ($000) $777 Shares 16,285 Est. Cost $26.00 Unrealized +10.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $638 Shares 12,770 Est. Cost $27.18 Unrealized +2.3%
CAG CONAGRA FOODS INC 0.2%
Value ($000) $630 Shares 19,080 Est. Cost $17.69 Unrealized -5.4%
IVW ISHARES TR 0.2%
Value ($000) $583 Shares 5,458 Est. Cost $84.85 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $576 Shares 5,400 Est. Cost $62.30 Unrealized +21.3%
IVE ISHARES TR 0.2%
Value ($000) $524 Shares 5,822 Est. Cost $77.50 Unrealized
VANGUARD NAT RES LLC 0.2%
Value ($000) $519 Shares 18,896 Est. Cost $27.89 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $502 Shares 5,850 Est. Cost $83.08 Unrealized
LINN ENERGY LLC 0.2%
Value ($000) $488 Shares 16,195 Est. Cost $32.15 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $458 Shares 4,136 Est. Cost $109.89 Unrealized
PBT PERMIAN BASIN RTY TR 0.1%
Value ($000) $437 Shares 32,200 Est. Cost $13.31 Unrealized
SBR SABINE ROYALTY TR 0.1%
Value ($000) $422 Shares 7,789 Est. Cost $51.71 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $421 Shares 9,169 Est. Cost $16.28 Unrealized +27.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $415 Shares 4,982 Est. Cost $49.52 Unrealized -3.3%
POWERSHARES ETF TRUST 0.1%
Value ($000) $383 Shares 8,562 Est. Cost $43.10 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $375 Shares 5,788 Est. Cost $43.18 Unrealized +19.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $374 Shares 8,069 Est. Cost $27.47 Unrealized +37.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $356 Shares 1,876 Est. Cost $117.17 Unrealized -2.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $356 Shares 13,878 Est. Cost $23.41 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $355 Shares 8,328 Est. Cost $27.96 Unrealized +3.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $347 Shares 5,767 Est. Cost $43.13 Unrealized 0.0%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $332 Shares 3,392 Est. Cost $80.07 Unrealized +32.7%
TLH ISHARES 0.1%
Value ($000) $320 Shares 2,460 Est. Cost $126.57 Unrealized
MTDR MATADOR RES CO 0.1%
Value ($000) $319 Shares 12,358 Est. Cost $19.64 Unrealized +34.2%
LDR HLDG CORP 0.1%
Value ($000) $319 Shares 10,260 Est. Cost $25.05 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $310 Shares 2,670 Est. Cost $110.49 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $296 Shares 3,644 Est. Cost $76.73 Unrealized
NGL NGL ENERGY PARTNERS LP 0.1%
Value ($000) $276 Shares 6,998 Est. Cost $30.87 Unrealized
CONTINENTAL RESOURCES INC 0.1%
Value ($000) $266 Shares 4,004 Est. Cost $86.97 Unrealized
ZIOPHARM ONCOLOGY INC 0.1%
Value ($000) $264 Shares 99,850 Est. Cost $2.11 Unrealized
GEL GENESIS ENERGY L P 0.1%
Value ($000) $263 Shares 5,000 Est. Cost $51.80 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $262 Shares 7,531 Est. Cost $20.69 Unrealized +24.5%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $256 Shares 4,995 Est. Cost $28.94 Unrealized +18.2%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $250 Shares 3,480 Est. Cost $71.84 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $249 Shares 2,715 Est. Cost $59.15 Unrealized +11.1%
SO SOUTHERN CO 0.1%
Value ($000) $245 Shares 5,619 Est. Cost $27.00 Unrealized +0.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $240 Shares 3,177 Est. Cost $28.42 Unrealized +8.5%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 3,278 Est. Cost $72.00 Unrealized
ONEOK PARTNERS LP 0.1%
Value ($000) $235 Shares 4,200 Est. Cost $49.43 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $234 Shares 3,427 Est. Cost $41.04 Unrealized +22.6%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $230 Shares 2,141 Est. Cost $70.85 Unrealized 0.0%
PIEDMONT NAT GAS INC 0.1%
Value ($000) $230 Shares 6,868 Est. Cost $32.91 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $228 Shares 1,263 Est. Cost $169.03 Unrealized
IEI ISHARES 0.1%
Value ($000) $225 Shares 1,851 Est. Cost $120.74 Unrealized
CONTAINER STORE GROUP INC 0.1%
Value ($000) $221 Shares 10,130 Est. Cost $21.82 Unrealized
RYN RAYONIER INC 0.1%
Value ($000) $218 Shares 7,016 Est. Cost $54.23 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $214 Shares 2,556 Est. Cost $59.73 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $210 Shares 1,301 Est. Cost $129.06 Unrealized 0.0%
LUMINEX CORP DEL 0.1%
Value ($000) $195 Shares 10,000 Est. Cost $17.20 Unrealized
AGRO ADECOAGRO S A 0.1%
Value ($000) $186 Shares 21,109 Est. Cost $6.50 Unrealized +30.5%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $138 Shares 13,008 Est. Cost $6.54 Unrealized +74.5%
DNP SELECT INCOME FD 0.0%
Value ($000) $131 Shares 13,000 Est. Cost $9.83 Unrealized
TRISTATE CAP HLDGS INC 0.0%
Value ($000) $119 Shares 13,125 Est. Cost $9.07 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $80 Shares 10,000 Est. Cost $8.57 Unrealized +1.9%
ZIX CORP 0.0%
Value ($000) $35 Shares 10,120 Est. Cost $4.15 Unrealized
TGB TASEKO MINES LTD 0.0%
Value ($000) $27 Shares 16,000 Est. Cost $2.20 Unrealized +0.2%