SFMG, LLC Diversified Active

CIK: 0001512026 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 15, 2016

Total Value ($000): $447,775 (100.0% shares, 0.0% debt)

Holdings (107)

ATO ATMOS ENERGY CORP 18.5%
Value ($000) $82,871 Shares 1,019,068 Est. Cost $38.44 Unrealized +53.5%
POWERSHARES ETF TRUST 8.5%
Value ($000) $38,019 Shares 1,531,177 Est. Cost $21.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 7.2%
Value ($000) $32,375 Shares 223,597 Est. Cost $133.29 Unrealized +7.3%
XLP SELECT SECTOR SPDR TR 6.3%
Value ($000) $28,299 Shares 513,120 Est. Cost $47.33 Unrealized
RYDEX ETF TRUST 5.9%
Value ($000) $26,472 Shares 516,632 Est. Cost $51.23 Unrealized
FNDB SCHWAB STRATEGIC TR 5.9%
Value ($000) $26,292 Shares 875,606 Est. Cost $29.70 Unrealized
SPY SPDR S&P 500 ETF TR 5.4%
Value ($000) $24,317 Shares 116,086 Est. Cost $193.52 Unrealized
IYZ ISHARES TR 4.9%
Value ($000) $22,060 Shares 662,449 Est. Cost $33.30 Unrealized
IEI ISHARES TR 4.5%
Value ($000) $20,202 Shares 158,630 Est. Cost $125.82 Unrealized
SCHR SCHWAB STRATEGIC TR 4.1%
Value ($000) $18,450 Shares 329,644 Est. Cost $55.23 Unrealized
GOVT ISHARES TR 3.0%
Value ($000) $13,577 Shares 517,425 Est. Cost $25.80 Unrealized
TLH ISHARES TR 2.0%
Value ($000) $9,033 Shares 61,615 Est. Cost $141.52 Unrealized
SPDR SERIES TRUST 2.0%
Value ($000) $8,877 Shares 194,244 Est. Cost $45.69 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $6,862 Shares 71,778 Est. Cost $23.78 Unrealized -4.9%
JKHY HENRY JACK & ASSOC INC 1.4%
Value ($000) $6,283 Shares 72,000 Est. Cost $48.77 Unrealized +52.7%
GSLC GOLDMAN SACHS ETF TR 1.0%
Value ($000) $4,427 Shares 104,296 Est. Cost $41.51 Unrealized
TLT ISHARES TR 0.8%
Value ($000) $3,718 Shares 26,769 Est. Cost $130.60 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,077 Shares 32,826 Est. Cost $55.08 Unrealized +5.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.6%
Value ($000) $2,540 Shares 33,424 Est. Cost $62.91 Unrealized
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $2,477 Shares 21,805 Est. Cost $74.90 Unrealized +11.8%
IEF ISHARES TR 0.5%
Value ($000) $2,451 Shares 21,696 Est. Cost $107.90 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $2,415 Shares 21,444 Est. Cost $108.02 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $2,376 Shares 11,287 Est. Cost $204.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,140 Shares 38,317 Est. Cost $27.64 Unrealized +13.9%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,140 Shares 29,849 Est. Cost $64.54 Unrealized
AMERIGAS PARTNERS L P 0.5%
Value ($000) $2,064 Shares 44,195 Est. Cost $46.86 Unrealized
HDV ISHARES TR 0.5%
Value ($000) $2,049 Shares 24,945 Est. Cost $73.21 Unrealized
MTDR MATADOR RES CO 0.4%
Value ($000) $1,951 Shares 98,551 Est. Cost $21.40 Unrealized +0.6%
SPECTRA ENERGY CORP 0.4%
Value ($000) $1,876 Shares 51,207 Est. Cost $35.86 Unrealized
POWERSHARES QQQ TRUST 0.4%
Value ($000) $1,844 Shares 17,143 Est. Cost $95.13 Unrealized
META FACEBOOK INC 0.4%
Value ($000) $1,770 Shares 15,484 Est. Cost $71.19 Unrealized +60.7%
CSX CSX CORP 0.4%
Value ($000) $1,632 Shares 62,589 Est. Cost $8.34 Unrealized -9.1%
IBERIABANK CORP 0.3%
Value ($000) $1,449 Shares 24,259 Est. Cost $62.88 Unrealized
PAYX PAYCHEX INC 0.3%
Value ($000) $1,438 Shares 24,169 Est. Cost $34.20 Unrealized +17.4%
SHV ISHARES TR 0.3%
Value ($000) $1,428 Shares 12,929 Est. Cost $110.31 Unrealized
PHYSICIANS RLTY TR 0.3%
Value ($000) $1,415 Shares 67,350 Est. Cost $15.08 Unrealized
SCHO SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,405 Shares 27,564 Est. Cost $50.80 Unrealized
ARCC ARES CAP CORP 0.3%
Value ($000) $1,403 Shares 98,800 Est. Cost $5.76 Unrealized +3.1%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $1,287 Shares 10,179 Est. Cost $115.83 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,239 Shares 21,499 Est. Cost $39.66 Unrealized -0.4%
AMGN AMGEN INC 0.3%
Value ($000) $1,232 Shares 8,097 Est. Cost $115.50 Unrealized +1.0%
T AT&T INC 0.3%
Value ($000) $1,196 Shares 27,670 Est. Cost $11.67 Unrealized +29.5%
SDOG ALPS ETF TR 0.3%
Value ($000) $1,145 Shares 28,710 Est. Cost $37.51 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,078 Shares 26,730 Est. Cost $29.73 Unrealized -1.9%
AMERICAN ELECTRIC TECH INC 0.2%
Value ($000) $1,031 Shares 388,986 Est. Cost $5.10 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.2%
Value ($000) $1,029 Shares 5,359 Est. Cost $117.78 Unrealized +41.2%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $953 Shares 12,010 Est. Cost $59.88 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value ($000) $929 Shares 16,222 Est. Cost $57.00 Unrealized -6.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $872 Shares 10,449 Est. Cost $71.29 Unrealized -12.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $798 Shares 27,283 Est. Cost $37.35 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $769 Shares 27,981 Est. Cost $51.64 Unrealized
NOBLE ENERGY INC 0.2%
Value ($000) $720 Shares 20,840 Est. Cost $46.96 Unrealized
LEGACY TEX FINL GROUP INC 0.2%
Value ($000) $715 Shares 26,580 Est. Cost $30.20 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $708 Shares 5,838 Est. Cost $74.00 Unrealized +17.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $658 Shares 8,255 Est. Cost $83.69 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $624 Shares 9,055 Est. Cost $21.47 Unrealized +54.7%
GENERAL ELECTRIC CO 0.1%
Value ($000) $623 Shares 19,784 Est. Cost $25.13 Unrealized
CAG CONAGRA FOODS INC 0.1%
Value ($000) $611 Shares 12,778 Est. Cost $18.56 Unrealized +36.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $602 Shares 5,742 Est. Cost $69.09 Unrealized -3.4%
MSFT MICROSOFT CORP 0.1%
Value ($000) $560 Shares 10,948 Est. Cost $36.95 Unrealized +24.5%
VECTOR GROUP LTD 0.1%
Value ($000) $559 Shares 24,950 Est. Cost $22.40 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $544 Shares 760 Est. Cost $33.82 Unrealized 0.0%
IP INTL PAPER CO 0.1%
Value ($000) $540 Shares 12,744 Est. Cost $28.61 Unrealized -8.1%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $529 Shares 5,911 Est. Cost $85.38 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $501 Shares 11,060 Est. Cost $30.37 Unrealized +9.7%
DHI D R HORTON INC 0.1%
Value ($000) $497 Shares 15,783 Est. Cost $27.43 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $495 Shares 4,247 Est. Cost $102.08 Unrealized
ENERGY TRANSFER PRTNRS L P 0.1%
Value ($000) $494 Shares 12,985 Est. Cost $52.03 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $493 Shares 7,930 Est. Cost $45.92 Unrealized +5.2%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $436 Shares 9,016 Est. Cost $44.40 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $434 Shares 4,670 Est. Cost $86.52 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $410 Shares 4,808 Est. Cost $85.02 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $410 Shares 4,028 Est. Cost $48.12 Unrealized +27.6%
HD HOME DEPOT INC 0.1%
Value ($000) $383 Shares 3,003 Est. Cost $80.73 Unrealized +30.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $375 Shares 4,230 Est. Cost $83.25 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $363 Shares 4,940 Est. Cost $37.29 Unrealized +35.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $346 Shares 6,050 Est. Cost $38.07 Unrealized +22.0%
ZIOPHARM ONCOLOGY INC 0.1%
Value ($000) $343 Shares 62,433 Est. Cost $3.85 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $340 Shares 7,600 Est. Cost $28.69 Unrealized +7.0%
SO SOUTHERN CO 0.1%
Value ($000) $339 Shares 6,322 Est. Cost $28.94 Unrealized +16.2%
NATIONAL COMM CORP 0.1%
Value ($000) $339 Shares 14,518 Est. Cost $23.35 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $327 Shares 6,237 Est. Cost $49.67 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $318 Shares 4,032 Est. Cost $51.87 Unrealized +23.6%
HUM HUMANA INC 0.1%
Value ($000) $310 Shares 1,723 Est. Cost $161.69 Unrealized +1.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $305 Shares 2,216 Est. Cost $74.31 Unrealized +26.4%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $289 Shares 3,415 Est. Cost $61.75 Unrealized +2.6%
PFF ISHARES TR 0.1%
Value ($000) $286 Shares 7,174 Est. Cost $39.87 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $285 Shares 3,068 Est. Cost $91.17 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $271 Shares 2,826 Est. Cost $66.75 Unrealized +11.6%
PEP PEPSICO INC 0.1%
Value ($000) $264 Shares 2,490 Est. Cost $77.08 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $257 Shares 13,745 Est. Cost $19.82 Unrealized -44.9%
DU PONT E I DE NEMOURS & CO 0.1%
Value ($000) $232 Shares 3,580 Est. Cost $66.48 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 1,170 Est. Cost $182.18 Unrealized
HOVNANIAN ENTERPRISES INC 0.0%
Value ($000) $218 Shares 130,000 Est. Cost $1.68 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $216 Shares 2,800 Est. Cost $31.61 Unrealized +5.5%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $215 Shares 13,008 Est. Cost $6.54 Unrealized +184.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $215 Shares 867 Est. Cost $182.33 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $215 Shares 2,348 Est. Cost $9.61 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $214 Shares 7,573 Est. Cost $38.48 Unrealized -15.7%
INTC INTEL CORP 0.0%
Value ($000) $207 Shares 6,319 Est. Cost $25.11 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $204 Shares 1,346 Est. Cost $95.13 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $203 Shares 1,764 Est. Cost $83.96 Unrealized +13.7%
LUMINEX CORP DEL 0.0%
Value ($000) $202 Shares 10,000 Est. Cost $17.30 Unrealized
AGRO ADECOAGRO S A 0.0%
Value ($000) $115 Shares 10,461 Est. Cost $7.39 Unrealized +32.2%
CONTAINER STORE GROUP INC 0.0%
Value ($000) $79 Shares 14,830 Est. Cost $16.00 Unrealized
CASTLIGHT HEALTH INC 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $4.00 Unrealized
COMSTOCK RES INC 0.0%
Value ($000) $40 Shares 48,000 Est. Cost $0.79 Unrealized