SFMG, LLC Diversified Active

CIK: 0001512026 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 15, 2018

Total Value ($000): $650,341 (100.0% shares, 0.0% debt)

Holdings (141)

ATO ATMOS ENERGY CORP 15.3%
Value ($000) $99,668 Shares 1,081,700 Est. Cost $40.50 Unrealized +90.8%
SCHX SCHWAB STRATEGIC TR 12.2%
Value ($000) $79,309 Shares 1,220,146 Est. Cost $57.69 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 9.5%
Value ($000) $61,852 Shares 2,015,388 Est. Cost $30.01 Unrealized
MOAT VANECK VECTORS ETF TR 8.5%
Value ($000) $55,258 Shares 1,243,429 Est. Cost $42.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 8.4%
Value ($000) $54,619 Shares 264,409 Est. Cost $177.65 Unrealized +15.5%
GSLC GOLDMAN SACHS ETF TR 6.3%
Value ($000) $40,831 Shares 744,005 Est. Cost $53.85 Unrealized
QQQ INVESCO QQQ TR 6.1%
Value ($000) $39,612 Shares 233,867 Est. Cost $171.52 Unrealized
SPY SPDR S&P 500 ETF TR 4.9%
Value ($000) $32,180 Shares 118,358 Est. Cost $200.60 Unrealized
XLV SELECT SECTOR SPDR TR 4.9%
Value ($000) $31,632 Shares 354,375 Est. Cost $87.50 Unrealized
XRT SPDR SERIES TRUST 3.1%
Value ($000) $20,211 Shares 418,539 Est. Cost $48.29 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $13,766 Shares 66,348 Est. Cost $23.95 Unrealized +105.7%
IVV ISHARES TR 1.8%
Value ($000) $11,407 Shares 41,648 Est. Cost $242.78 Unrealized
ALPS ETF TR 1.1%
Value ($000) $7,360 Shares 750,229 Est. Cost $9.98 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $5,211 Shares 49,088 Est. Cost $77.80 Unrealized +29.6%
CSX CSX CORP 0.7%
Value ($000) $4,674 Shares 67,558 Est. Cost $8.41 Unrealized +156.6%
WTPI WISDOMTREE TR 0.6%
Value ($000) $3,861 Shares 132,909 Est. Cost $29.04 Unrealized
ARCC ARES CAP CORP 0.5%
Value ($000) $3,215 Shares 187,480 Est. Cost $6.92 Unrealized +22.5%
GOOG ALPHABET INC 0.5%
Value ($000) $3,004 Shares 2,840 Est. Cost $51.19 Unrealized +16.1%
SDOG ALPS ETF TR 0.4%
Value ($000) $2,812 Shares 64,025 Est. Cost $40.50 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $2,788 Shares 1,674 Est. Cost $48.36 Unrealized +94.5%
LFEQ VANECK VECTORS ETF TR 0.4%
Value ($000) $2,700 Shares 102,420 Est. Cost $26.36 Unrealized
PHYSICIANS RLTY TR 0.4%
Value ($000) $2,587 Shares 158,350 Est. Cost $16.04 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,554 Shares 31,160 Est. Cost $55.47 Unrealized +4.9%
AMERIGAS PARTNERS L P 0.4%
Value ($000) $2,536 Shares 68,451 Est. Cost $45.36 Unrealized
META FACEBOOK INC 0.3%
Value ($000) $2,259 Shares 15,023 Est. Cost $79.45 Unrealized +126.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,231 Shares 15,860 Est. Cost $91.80 Unrealized +17.7%
SPHD INVESCO EXCHNG TRADED FD TR 0.3%
Value ($000) $2,194 Shares 54,527 Est. Cost $41.04 Unrealized
ALLERGAN PLC 0.3%
Value ($000) $1,972 Shares 12,093 Est. Cost $165.60 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,812 Shares 1,691 Est. Cost $51.69 Unrealized +16.2%
VEEV VEEVA SYS INC 0.3%
Value ($000) $1,788 Shares 19,385 Est. Cost $62.02 Unrealized +46.2%
CIGNA CORPORATION 0.3%
Value ($000) $1,694 Shares 7,950 Est. Cost $167.80 Unrealized
V VISA INC 0.3%
Value ($000) $1,639 Shares 11,726 Est. Cost $83.63 Unrealized +61.5%
MTUM ISHARES TR 0.2%
Value ($000) $1,490 Shares 13,747 Est. Cost $105.53 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,207 Shares 10,343 Est. Cost $116.75 Unrealized
CANOPY GROWTH CORP 0.2%
Value ($000) $1,182 Shares 31,827 Est. Cost $29.49 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,163 Shares 7,881 Est. Cost $153.56 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,085 Shares 53,613 Est. Cost $11.69 Unrealized +93.1%
T AT&T INC 0.2%
Value ($000) $1,067 Shares 34,956 Est. Cost $13.75 Unrealized +5.3%
FNDB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,057 Shares 28,383 Est. Cost $30.50 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,046 Shares 9,653 Est. Cost $52.00 Unrealized +78.1%
CBTX INC 0.2%
Value ($000) $1,041 Shares 31,714 Est. Cost $33.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $962 Shares 36,117 Est. Cost $34.32 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $955 Shares 10,742 Est. Cost $73.67 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $939 Shares 15,301 Est. Cost $66.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $931 Shares 16,447 Est. Cost $29.21 Unrealized +22.0%
BA BOEING CO 0.1%
Value ($000) $920 Shares 2,571 Est. Cost $143.12 Unrealized +136.9%
MTDR MATADOR RES CO 0.1%
Value ($000) $915 Shares 33,422 Est. Cost $21.40 Unrealized +49.2%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $876 Shares 17,714 Est. Cost $50.47 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $866 Shares 4,812 Est. Cost $114.11 Unrealized +47.2%
HGV HILTON GRAND VACATIONS INC 0.1%
Value ($000) $866 Shares 28,000 Est. Cost $40.47 Unrealized -17.7%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $745 Shares 33,324 Est. Cost $46.89 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $693 Shares 4,247 Est. Cost $102.08 Unrealized
IP INTL PAPER CO 0.1%
Value ($000) $670 Shares 14,715 Est. Cost $30.08 Unrealized +18.4%
EFA ISHARES TR 0.1%
Value ($000) $654 Shares 10,317 Est. Cost $67.74 Unrealized
IBERIABANK CORP 0.1%
Value ($000) $651 Shares 8,584 Est. Cost $62.88 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $640 Shares 6,074 Est. Cost $58.78 Unrealized +56.2%
DHI D R HORTON INC 0.1%
Value ($000) $635 Shares 17,606 Est. Cost $28.70 Unrealized +39.1%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $635 Shares 4,258 Est. Cost $48.77 Unrealized +176.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $578 Shares 5,042 Est. Cost $71.86 Unrealized +22.3%
NATIONAL COMM CORP 0.1%
Value ($000) $558 Shares 15,000 Est. Cost $23.78 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $544 Shares 1,761 Est. Cost $12.46 Unrealized +191.2%
HUM HUMANA INC 0.1%
Value ($000) $531 Shares 1,645 Est. Cost $163.95 Unrealized +86.0%
CYRUSONE INC 0.1%
Value ($000) $520 Shares 9,375 Est. Cost $55.47 Unrealized
ET ENERGY TRANSFER EQUITY L P 0.1%
Value ($000) $514 Shares 32,793 Est. Cost $15.67 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $509 Shares 10,604 Est. Cost $30.75 Unrealized +18.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $501 Shares 4,697 Est. Cost $56.15 Unrealized +60.8%
WMT WALMART INC 0.1%
Value ($000) $485 Shares 4,786 Est. Cost $27.64 Unrealized -1.1%
EEM ISHARES TR 0.1%
Value ($000) $482 Shares 11,814 Est. Cost $41.06 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $481 Shares 9,274 Est. Cost $52.77 Unrealized +0.9%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $480 Shares 5,850 Est. Cost $85.48 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $475 Shares 7,466 Est. Cost $25.50 Unrealized +31.6%
IWR ISHARES TR 0.1%
Value ($000) $473 Shares 9,232 Est. Cost $51.23 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $467 Shares 13,003 Est. Cost $39.50 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $463 Shares 9,822 Est. Cost $30.96 Unrealized +34.1%
TEXAS PAC LD TR 0.1%
Value ($000) $459 Shares 676 Est. Cost $257.33 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $453 Shares 9,955 Est. Cost $26.38 Unrealized +36.6%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $448 Shares 1,794 Est. Cost $199.32 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $447 Shares 2,660 Est. Cost $24.82 Unrealized +42.9%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $444 Shares 9,471 Est. Cost $44.44 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $441 Shares 10,282 Est. Cost $22.15 Unrealized +24.9%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $422 Shares 2,377 Est. Cost $161.02 Unrealized +21.4%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $421 Shares 3,305 Est. Cost $51.06 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $420 Shares 4,679 Est. Cost $64.82 Unrealized +4.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $417 Shares 2,652 Est. Cost $128.94 Unrealized +15.7%
IVE ISHARES TR 0.1%
Value ($000) $413 Shares 3,749 Est. Cost $86.52 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $411 Shares 5,160 Est. Cost $50.55 Unrealized +36.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $395 Shares 7,784 Est. Cost $38.79 Unrealized +15.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $390 Shares 5,616 Est. Cost $61.19 Unrealized +2.2%
IWB ISHARES TR 0.1%
Value ($000) $387 Shares 2,562 Est. Cost $124.51 Unrealized
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $371 Shares 14,514 Est. Cost $18.50 Unrealized +3.9%
LOW LOWES COS INC 0.1%
Value ($000) $366 Shares 3,781 Est. Cost $74.60 Unrealized +22.0%
LEGACY TEX FINL GROUP INC 0.1%
Value ($000) $364 Shares 9,114 Est. Cost $30.38 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $356 Shares 1,657 Est. Cost $5.93 Unrealized +8.6%
DVY ISHARES TR 0.1%
Value ($000) $354 Shares 3,682 Est. Cost $97.86 Unrealized
DOWDUPONT INC 0.1%
Value ($000) $343 Shares 5,933 Est. Cost $68.98 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $311 Shares 2,841 Est. Cost $32.08 Unrealized +44.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $311 Shares 1,804 Est. Cost $83.96 Unrealized +86.1%
AMERICAN ELECTRIC TECH INC 0.0%
Value ($000) $305 Shares 493,986 Est. Cost $4.35 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $297 Shares 994 Est. Cost $191.41 Unrealized +38.1%
GENERAL ELECTRIC CO 0.0%
Value ($000) $296 Shares 31,836 Est. Cost $19.88 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $295 Shares 2,798 Est. Cost $81.87 Unrealized +5.7%
AMGN AMGEN INC 0.0%
Value ($000) $292 Shares 1,561 Est. Cost $115.40 Unrealized +36.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $290 Shares 3,056 Est. Cost $81.50 Unrealized +10.7%
MRK MERCK & CO INC 0.0%
Value ($000) $278 Shares 3,843 Est. Cost $39.99 Unrealized +26.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $274 Shares 1,194 Est. Cost $168.18 Unrealized +16.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $272 Shares 2,348 Est. Cost $101.25 Unrealized 0.0%
BLACKSTONE GROUP L P 0.0%
Value ($000) $268 Shares 8,063 Est. Cost $32.29 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $266 Shares 1,825 Est. Cost $132.09 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $258 Shares 2,226 Est. Cost $88.63 Unrealized +27.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $250 Shares 1,619 Est. Cost $104.48 Unrealized +9.7%
BAC BANK AMER CORP 0.0%
Value ($000) $248 Shares 8,881 Est. Cost $22.63 Unrealized +12.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $245 Shares 2,905 Est. Cost $65.59 Unrealized +14.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $245 Shares 1,682 Est. Cost $92.42 Unrealized +31.6%
PEP PEPSICO INC 0.0%
Value ($000) $243 Shares 2,190 Est. Cost $77.51 Unrealized +16.5%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $243 Shares 2,650 Est. Cost $64.22 Unrealized +31.1%
ITA ISHARES TR 0.0%
Value ($000) $241 Shares 1,231 Est. Cost $197.31 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $239 Shares 1,210 Est. Cost $200.34 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $235 Shares 3,947 Est. Cost $63.30 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $234 Shares 4,801 Est. Cost $43.58 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $231 Shares 4,584 Est. Cost $50.39 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $230 Shares 1,000 Est. Cost $227.14 Unrealized +62.4%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $230 Shares 13,008 Est. Cost $6.54 Unrealized +189.8%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $230 Shares 4,205 Est. Cost $61.01 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $227 Shares 1,543 Est. Cost $141.93 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $227 Shares 4,868 Est. Cost $49.26 Unrealized -6.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $221 Shares 3,260 Est. Cost $43.76 Unrealized +28.8%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $217 Shares 2,106 Est. Cost $104.34 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $216 Shares 623 Est. Cost $20.32 Unrealized +2.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $211 Shares 3,221 Est. Cost $45.62 Unrealized +27.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $208 Shares 1,178 Est. Cost $170.60 Unrealized -3.1%
EPR EPR PPTYS 0.0%
Value ($000) $208 Shares 3,050 Est. Cost $70.94 Unrealized
ISRA VANECK VECTORS ETF TR 0.0%
Value ($000) $206 Shares 6,459 Est. Cost $31.43 Unrealized
MC MOELIS & CO 0.0%
Value ($000) $205 Shares 4,900 Est. Cost $34.79 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $204 Shares 5,834 Est. Cost $18.56 Unrealized +47.3%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $201 Shares 11,918 Est. Cost $17.77 Unrealized
CONTINENTAL RESOURCES INC 0.0%
Value ($000) $200 Shares 4,004 Est. Cost $52.95 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $148 Shares 62,433 Est. Cost $3.85 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $143 Shares 17,722 Est. Cost $8.02 Unrealized +5.9%
INSYS THERAPEUTICS INC NEW 0.0%
Value ($000) $107 Shares 11,994 Est. Cost $9.59 Unrealized
CONTAINER STORE GROUP INC 0.0%
Value ($000) $69 Shares 12,527 Est. Cost $15.86 Unrealized
APTEVO THERAPEUTICS INC 0.0%
Value ($000) $56 Shares 15,544 Est. Cost $4.25 Unrealized