SFMG, LLC Diversified Active

CIK: 0001512026 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 13, 2019

Total Value ($000): $691,751 (100.0% shares, 0.0% debt)

Holdings (145)

ATO ATMOS ENERGY CORP 16.6%
Value ($000) $114,574 Shares 1,113,122 Est. Cost $41.65 Unrealized +98.1%
SPHQ INVESCO EXCHANGE TRADED FD T 9.4%
Value ($000) $65,094 Shares 2,024,690 Est. Cost $30.01 Unrealized
MOAT VANECK VECTORS ETF TR 9.1%
Value ($000) $63,184 Shares 1,354,719 Est. Cost $42.85 Unrealized
SCHX SCHWAB STRATEGIC TR 8.3%
Value ($000) $57,141 Shares 845,158 Est. Cost $57.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 7.4%
Value ($000) $51,264 Shares 255,185 Est. Cost $177.65 Unrealized +13.6%
GSLC GOLDMAN SACHS ETF TR 6.2%
Value ($000) $43,072 Shares 757,912 Est. Cost $55.43 Unrealized
SCHM SCHWAB STRATEGIC TR 5.0%
Value ($000) $34,602 Shares 624,690 Est. Cost $55.39 Unrealized
XLV SELECT SECTOR SPDR TR 5.0%
Value ($000) $34,400 Shares 374,928 Est. Cost $87.76 Unrealized
GOVT ISHARES TR 4.3%
Value ($000) $29,905 Shares 1,184,808 Est. Cost $25.24 Unrealized
XLP SELECT SECTOR SPDR TR 3.8%
Value ($000) $26,163 Shares 466,280 Est. Cost $52.31 Unrealized
SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $25,192 Shares 89,181 Est. Cost $200.60 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $9,730 Shares 51,224 Est. Cost $23.95 Unrealized +68.8%
IVV ISHARES TR 1.2%
Value ($000) $8,284 Shares 29,113 Est. Cost $242.78 Unrealized
ALPS ETF TR 1.2%
Value ($000) $8,146 Shares 812,127 Est. Cost $9.88 Unrealized
BIL SPDR SER TR 1.0%
Value ($000) $6,791 Shares 74,143 Est. Cost $91.46 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $6,029 Shares 51,119 Est. Cost $81.88 Unrealized +24.9%
CSX CSX CORP 0.8%
Value ($000) $5,707 Shares 76,279 Est. Cost $9.83 Unrealized +114.8%
ARCC ARES CAP CORP 0.5%
Value ($000) $3,562 Shares 207,810 Est. Cost $7.07 Unrealized +22.8%
WTPI WISDOMTREE TR 0.5%
Value ($000) $3,518 Shares 130,639 Est. Cost $29.04 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $3,366 Shares 2,869 Est. Cost $51.28 Unrealized +8.6%
PHYSICIANS RLTY TR 0.5%
Value ($000) $3,178 Shares 168,950 Est. Cost $16.04 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $3,054 Shares 71,155 Est. Cost $39.39 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $2,995 Shares 1,682 Est. Cost $52.86 Unrealized +57.4%
INTC INTEL CORP 0.4%
Value ($000) $2,962 Shares 55,152 Est. Cost $41.09 Unrealized +6.7%
LFEQ VANECK VECTORS ETF TR 0.4%
Value ($000) $2,875 Shares 108,420 Est. Cost $26.37 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $2,850 Shares 54,135 Est. Cost $52.65 Unrealized
PTLC PACER FDS TR 0.4%
Value ($000) $2,737 Shares 93,149 Est. Cost $29.38 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,735 Shares 33,855 Est. Cost $55.53 Unrealized -0.2%
META FACEBOOK INC 0.4%
Value ($000) $2,563 Shares 15,373 Est. Cost $81.73 Unrealized +93.2%
SPHD INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $2,501 Shares 58,913 Est. Cost $41.29 Unrealized
V VISA INC 0.3%
Value ($000) $2,306 Shares 14,765 Est. Cost $94.04 Unrealized +46.1%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,944 Shares 1,652 Est. Cost $51.87 Unrealized +8.0%
BA BOEING CO 0.2%
Value ($000) $1,458 Shares 3,822 Est. Cost $208.53 Unrealized +79.9%
CANOPY GROWTH CORP 0.2%
Value ($000) $1,381 Shares 31,842 Est. Cost $29.49 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,352 Shares 9,673 Est. Cost $92.05 Unrealized +19.9%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,348 Shares 11,050 Est. Cost $117.15 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,335 Shares 7,319 Est. Cost $152.85 Unrealized
CI CIGNA CORP NEW 0.2%
Value ($000) $1,288 Shares 8,010 Est. Cost $190.77 Unrealized -12.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,270 Shares 7,067 Est. Cost $171.52 Unrealized
T AT&T INC 0.2%
Value ($000) $1,159 Shares 36,964 Est. Cost $13.76 Unrealized +2.9%
HGV HILTON GRAND VACATIONS INC 0.2%
Value ($000) $1,080 Shares 35,000 Est. Cost $38.18 Unrealized -19.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,041 Shares 8,454 Est. Cost $77.71 Unrealized +12.5%
CBTX INC 0.1%
Value ($000) $1,030 Shares 31,714 Est. Cost $33.04 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,021 Shares 10,084 Est. Cost $55.38 Unrealized +54.1%
HDV ISHARES TR 0.1%
Value ($000) $1,002 Shares 10,742 Est. Cost $73.67 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $974 Shares 25,902 Est. Cost $30.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $957 Shares 16,189 Est. Cost $29.21 Unrealized +33.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $956 Shares 7,364 Est. Cost $73.58 Unrealized +50.8%
HD HOME DEPOT INC 0.1%
Value ($000) $905 Shares 4,715 Est. Cost $117.26 Unrealized +31.9%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $896 Shares 6,955 Est. Cost $84.06 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $871 Shares 29,935 Est. Cost $34.32 Unrealized
JACOBS ENGR GROUP INC 0.1%
Value ($000) $845 Shares 11,234 Est. Cost $58.48 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $799 Shares 32,599 Est. Cost $46.89 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $777 Shares 4,412 Est. Cost $134.47 Unrealized +5.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $770 Shares 12,707 Est. Cost $66.50 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $738 Shares 6,074 Est. Cost $58.78 Unrealized +54.2%
IVW ISHARES TR 0.1%
Value ($000) $732 Shares 4,247 Est. Cost $102.08 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $719 Shares 17,365 Est. Cost $28.70 Unrealized +26.8%
NFLX NETFLIX INC 0.1%
Value ($000) $693 Shares 1,943 Est. Cost $14.42 Unrealized +140.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $652 Shares 4,351 Est. Cost $150.53 Unrealized 0.0%
MTDR MATADOR RES CO 0.1%
Value ($000) $646 Shares 33,422 Est. Cost $21.40 Unrealized -13.0%
IP INTL PAPER CO 0.1%
Value ($000) $645 Shares 13,932 Est. Cost $30.08 Unrealized +5.7%
AURORA CANNABIS INC 0.1%
Value ($000) $618 Shares 68,218 Est. Cost $4.96 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $616 Shares 6,299 Est. Cost $16.15 Unrealized +1.2%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $591 Shares 4,258 Est. Cost $48.77 Unrealized +149.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $590 Shares 2,438 Est. Cost $201.98 Unrealized -1.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $589 Shares 10,252 Est. Cost $26.64 Unrealized +11.6%
NATIONAL COMM CORP 0.1%
Value ($000) $588 Shares 15,000 Est. Cost $23.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $570 Shares 4,037 Est. Cost $98.45 Unrealized -3.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $554 Shares 5,224 Est. Cost $83.11 Unrealized +2.7%
IBERIABANK CORP 0.1%
Value ($000) $550 Shares 7,671 Est. Cost $62.88 Unrealized
WMT WALMART INC 0.1%
Value ($000) $549 Shares 5,627 Est. Cost $27.87 Unrealized +4.9%
GRMN GARMIN LTD 0.1%
Value ($000) $533 Shares 6,172 Est. Cost $55.69 Unrealized +15.4%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $530 Shares 5,644 Est. Cost $72.21 Unrealized +9.9%
LOW LOWES COS INC 0.1%
Value ($000) $520 Shares 4,749 Est. Cost $77.34 Unrealized +13.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $518 Shares 4,975 Est. Cost $65.46 Unrealized +25.4%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $514 Shares 2,660 Est. Cost $24.82 Unrealized +55.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $512 Shares 9,485 Est. Cost $28.81 Unrealized +37.2%
KO COCA COLA CO 0.1%
Value ($000) $512 Shares 10,917 Est. Cost $30.97 Unrealized +22.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $508 Shares 5,850 Est. Cost $85.48 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $498 Shares 9,232 Est. Cost $51.23 Unrealized
CYRUSONE INC 0.1%
Value ($000) $492 Shares 9,375 Est. Cost $55.47 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $478 Shares 4,164 Est. Cost $90.94 Unrealized +2.1%
EFA ISHARES TR 0.1%
Value ($000) $473 Shares 7,290 Est. Cost $67.74 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $464 Shares 12,688 Est. Cost $39.31 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $462 Shares 2,295 Est. Cost $161.02 Unrealized +10.3%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $462 Shares 8,891 Est. Cost $52.77 Unrealized -8.5%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $453 Shares 29,490 Est. Cost $15.50 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $436 Shares 49,591 Est. Cost $14.83 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $432 Shares 3,522 Est. Cost $83.11 Unrealized +11.2%
PFE PFIZER INC 0.1%
Value ($000) $428 Shares 10,080 Est. Cost $22.15 Unrealized +32.0%
ABBV ABBVIE INC 0.1%
Value ($000) $426 Shares 5,291 Est. Cost $50.89 Unrealized +19.9%
BLACKSTONE GROUP L P 0.1%
Value ($000) $425 Shares 12,140 Est. Cost $31.30 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $424 Shares 7,884 Est. Cost $53.78 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $422 Shares 1,627 Est. Cost $199.32 Unrealized
AMERICAN ELECTRIC TECH INC 0.1%
Value ($000) $421 Shares 493,986 Est. Cost $4.35 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $407 Shares 3,608 Est. Cost $86.52 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $407 Shares 4,607 Est. Cost $56.07 Unrealized 0.0%
IWB ISHARES TR 0.1%
Value ($000) $403 Shares 2,562 Est. Cost $124.51 Unrealized
TEXAS PAC LD TR 0.1%
Value ($000) $396 Shares 512 Est. Cost $257.33 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $373 Shares 1,963 Est. Cost $124.22 Unrealized +24.5%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $371 Shares 7,784 Est. Cost $38.79 Unrealized -1.3%
WMB WILLIAMS COS INC DEL 0.1%
Value ($000) $368 Shares 12,805 Est. Cost $18.45 Unrealized -1.1%
DVY ISHARES TR 0.1%
Value ($000) $362 Shares 3,683 Est. Cost $97.86 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $344 Shares 2,778 Est. Cost $81.87 Unrealized +11.5%
LEGACY TEX FINL GROUP INC 0.0%
Value ($000) $341 Shares 9,114 Est. Cost $30.38 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $325 Shares 17,622 Est. Cost $8.02 Unrealized +134.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $322 Shares 2,107 Est. Cost $117.58 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $321 Shares 1,671 Est. Cost $168.95 Unrealized -2.8%
MRK MERCK & CO INC 0.0%
Value ($000) $318 Shares 3,825 Est. Cost $39.99 Unrealized +50.8%
ETF MANAGERS TR 0.0%
Value ($000) $308 Shares 8,480 Est. Cost $36.32 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $308 Shares 1,825 Est. Cost $168.77 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $303 Shares 1,725 Est. Cost $83.96 Unrealized +78.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $302 Shares 5,682 Est. Cost $38.98 Unrealized +16.6%
NVDA NVIDIA CORP 0.0%
Value ($000) $298 Shares 1,660 Est. Cost $5.02 Unrealized -23.4%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $284 Shares 1,000 Est. Cost $227.14 Unrealized +5.1%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $283 Shares 2,226 Est. Cost $88.63 Unrealized +34.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $270 Shares 3,371 Est. Cost $46.28 Unrealized +30.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $267 Shares 1,682 Est. Cost $92.42 Unrealized +31.1%
CLX CLOROX CO DEL 0.0%
Value ($000) $260 Shares 1,619 Est. Cost $104.48 Unrealized +21.4%
DOWDUPONT INC 0.0%
Value ($000) $258 Shares 4,841 Est. Cost $68.98 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $258 Shares 4,811 Est. Cost $43.58 Unrealized +5.7%
HUM HUMANA INC 0.0%
Value ($000) $245 Shares 920 Est. Cost $163.95 Unrealized +65.5%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $241 Shares 1,543 Est. Cost $141.76 Unrealized
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $240 Shares 62,433 Est. Cost $3.85 Unrealized
BAC BANK AMER CORP 0.0%
Value ($000) $235 Shares 8,513 Est. Cost $22.64 Unrealized +5.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $235 Shares 3,926 Est. Cost $61.02 Unrealized -17.3%
EPR EPR PPTYS 0.0%
Value ($000) $235 Shares 3,050 Est. Cost $77.05 Unrealized
APHRIA INC 0.0%
Value ($000) $232 Shares 24,870 Est. Cost $5.71 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $221 Shares 4,278 Est. Cost $35.78 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $220 Shares 3,291 Est. Cost $44.38 Unrealized +19.4%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $218 Shares 1,305 Est. Cost $138.09 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $214 Shares 713 Est. Cost $191.41 Unrealized +27.3%
RACE FERRARI N V 0.0%
Value ($000) $212 Shares 1,582 Est. Cost $122.47 Unrealized 0.0%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $210 Shares 11,918 Est. Cost $17.77 Unrealized
SCHW THE CHARLES SCHWAB CORPORATI 0.0%
Value ($000) $208 Shares 4,868 Est. Cost $49.15 Unrealized -16.7%
SBR SABINE ROYALTY TR 0.0%
Value ($000) $205 Shares 4,420 Est. Cost $46.38 Unrealized
ISRA VANECK VECTORS ETF TR 0.0%
Value ($000) $204 Shares 6,465 Est. Cost $31.55 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $204 Shares 4,250 Est. Cost $48.00 Unrealized
MC MOELIS & CO 0.0%
Value ($000) $204 Shares 4,900 Est. Cost $26.44 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $203 Shares 1,067 Est. Cost $154.59 Unrealized 0.0%
CONTAINER STORE GROUP INC 0.0%
Value ($000) $105 Shares 11,983 Est. Cost $15.86 Unrealized
INSYS THERAPEUTICS INC NEW 0.0%
Value ($000) $55 Shares 11,994 Est. Cost $9.59 Unrealized
APTEVO THERAPEUTICS INC 0.0%
Value ($000) $14 Shares 15,544 Est. Cost $4.25 Unrealized
CHENIERE ENERGY INC 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $0.73 Unrealized