SFMG, LLC Diversified Active

CIK: 0001512026 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $738,676 (100.0% shares, 0.0% debt)

Holdings (156)

ATO ATMOS ENERGY CORP 18.2%
Value ($000) $134,717 Shares 1,182,870 Est. Cost $44.54 Unrealized +109.9%
SPHQ INVESCO EXCHANGE TRADED FD T 9.3%
Value ($000) $68,776 Shares 2,050,576 Est. Cost $30.01 Unrealized
MOAT VANECK VECTORS ETF TR 8.7%
Value ($000) $64,466 Shares 1,285,473 Est. Cost $43.28 Unrealized
SCHX SCHWAB STRATEGIC TR 8.0%
Value ($000) $59,140 Shares 833,782 Est. Cost $57.69 Unrealized
GSLC GOLDMAN SACHS ETF TR 6.6%
Value ($000) $48,847 Shares 815,620 Est. Cost $55.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 5.5%
Value ($000) $40,654 Shares 195,434 Est. Cost $177.65 Unrealized +16.0%
ALPS ETF TR 4.7%
Value ($000) $34,563 Shares 3,781,459 Est. Cost $9.97 Unrealized
XLP SELECT SECTOR SPDR TR 4.5%
Value ($000) $32,909 Shares 535,797 Est. Cost $53.57 Unrealized
SCHM SCHWAB STRATEGIC TR 4.4%
Value ($000) $32,524 Shares 575,241 Est. Cost $55.39 Unrealized
GOVT ISHARES TR 4.3%
Value ($000) $31,841 Shares 1,209,539 Est. Cost $25.25 Unrealized
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $24,416 Shares 82,273 Est. Cost $200.60 Unrealized
QUS SPDR SERIES TRUST 2.2%
Value ($000) $16,057 Shares 180,908 Est. Cost $88.76 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $10,867 Shares 48,521 Est. Cost $23.95 Unrealized +109.7%
IVV ISHARES TR 1.2%
Value ($000) $8,963 Shares 30,024 Est. Cost $246.89 Unrealized
EEM ISHARES TR 0.9%
Value ($000) $6,639 Shares 162,446 Est. Cost $40.27 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $6,306 Shares 45,360 Est. Cost $81.88 Unrealized +58.7%
CSX CSX CORP 0.6%
Value ($000) $4,748 Shares 68,545 Est. Cost $9.83 Unrealized +117.3%
ARCC ARES CAP CORP 0.5%
Value ($000) $4,023 Shares 215,880 Est. Cost $7.20 Unrealized +39.9%
PHYSICIANS RLTY TR 0.5%
Value ($000) $3,930 Shares 221,407 Est. Cost $16.30 Unrealized
SZNE PACER FDS TR 0.5%
Value ($000) $3,460 Shares 119,436 Est. Cost $29.11 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR 0.4%
Value ($000) $2,909 Shares 50,247 Est. Cost $52.65 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $2,895 Shares 1,668 Est. Cost $53.32 Unrealized +73.9%
META FACEBOOK INC 0.4%
Value ($000) $2,748 Shares 15,430 Est. Cost $81.73 Unrealized +130.9%
LFEQ VANECK VECTORS ETF TR 0.3%
Value ($000) $2,449 Shares 87,362 Est. Cost $26.37 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 0.3%
Value ($000) $2,439 Shares 27,865 Est. Cost $91.30 Unrealized
PTLC PACER FDS TR 0.3%
Value ($000) $2,274 Shares 73,185 Est. Cost $29.38 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR 0.3%
Value ($000) $2,233 Shares 52,378 Est. Cost $41.29 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,232 Shares 31,603 Est. Cost $55.55 Unrealized -3.2%
ABBV ABBVIE INC 0.3%
Value ($000) $2,063 Shares 27,243 Est. Cost $55.41 Unrealized -5.1%
INCY INCYTE CORP 0.3%
Value ($000) $1,872 Shares 25,220 Est. Cost $80.42 Unrealized +0.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,771 Shares 14,935 Est. Cost $83.52 Unrealized +9.6%
IEF ISHARES TR 0.2%
Value ($000) $1,712 Shares 15,219 Est. Cost $109.46 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,705 Shares 47,459 Est. Cost $26.00 Unrealized +3.9%
V VISA INC 0.2%
Value ($000) $1,632 Shares 9,485 Est. Cost $119.94 Unrealized +42.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,601 Shares 8,324 Est. Cost $152.70 Unrealized +15.6%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $1,599 Shares 11,715 Est. Cost $105.31 Unrealized
CROSSFIRST BANKSHARES INC 0.2%
Value ($000) $1,524 Shares 106,536 Est. Cost $14.31 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,499 Shares 15,955 Est. Cost $77.76 Unrealized +1.3%
HSY HERSHEY CO 0.2%
Value ($000) $1,444 Shares 9,319 Est. Cost $109.37 Unrealized +19.0%
BA BOEING CO 0.2%
Value ($000) $1,438 Shares 3,780 Est. Cost $210.63 Unrealized +67.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,433 Shares 7,589 Est. Cost $173.45 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,406 Shares 15,602 Est. Cost $87.76 Unrealized
HGV HILTON GRAND VACATIONS INC 0.2%
Value ($000) $1,380 Shares 43,135 Est. Cost $36.91 Unrealized -14.8%
MET METLIFE INC 0.2%
Value ($000) $1,357 Shares 28,773 Est. Cost $37.92 Unrealized +1.5%
PHM PULTE GROUP INC 0.2%
Value ($000) $1,357 Shares 37,127 Est. Cost $29.82 Unrealized +4.3%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,264 Shares 13,980 Est. Cost $17.56 Unrealized +6.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,229 Shares 10,440 Est. Cost $56.42 Unrealized +68.5%
CI CIGNA CORP NEW 0.2%
Value ($000) $1,216 Shares 8,008 Est. Cost $190.77 Unrealized -22.0%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1,210 Shares 7,237 Est. Cost $152.85 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,201 Shares 5,178 Est. Cost $122.26 Unrealized +53.0%
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,159 Shares 8,343 Est. Cost $117.15 Unrealized
T AT&T INC 0.2%
Value ($000) $1,150 Shares 30,386 Est. Cost $13.91 Unrealized +22.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,064 Shares 8,223 Est. Cost $92.05 Unrealized +19.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,012 Shares 16,762 Est. Cost $30.10 Unrealized +34.4%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $1,005 Shares 10,984 Est. Cost $58.48 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $941 Shares 9,993 Est. Cost $73.97 Unrealized
FNDB SCHWAB STRATEGIC TR 0.1%
Value ($000) $935 Shares 23,906 Est. Cost $30.50 Unrealized
CBTX INC 0.1%
Value ($000) $884 Shares 31,714 Est. Cost $33.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $850 Shares 29,735 Est. Cost $34.32 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $847 Shares 9,253 Est. Cost $91.46 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $832 Shares 15,793 Est. Cost $28.70 Unrealized +55.6%
GOOG ALPHABET INC 0.1%
Value ($000) $830 Shares 681 Est. Cost $51.50 Unrealized +14.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $814 Shares 12,280 Est. Cost $66.50 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $765 Shares 4,247 Est. Cost $102.08 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $757 Shares 3,653 Est. Cost $150.53 Unrealized +20.1%
CANOPY GROWTH CORP 0.1%
Value ($000) $747 Shares 32,582 Est. Cost $29.58 Unrealized
CYRUSONE INC 0.1%
Value ($000) $742 Shares 9,375 Est. Cost $55.47 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $729 Shares 13,384 Est. Cost $34.69 Unrealized +26.7%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $718 Shares 6,074 Est. Cost $58.78 Unrealized +73.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $701 Shares 2,435 Est. Cost $201.98 Unrealized +26.9%
WMT WALMART INC 0.1%
Value ($000) $681 Shares 5,742 Est. Cost $28.17 Unrealized +22.3%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $676 Shares 32,599 Est. Cost $46.89 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $668 Shares 547 Est. Cost $51.87 Unrealized +13.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $650 Shares 4,302 Est. Cost $151.09 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $637 Shares 12,889 Est. Cost $32.47 Unrealized +31.8%
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $634 Shares 5,098 Est. Cost $66.54 Unrealized +51.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $620 Shares 2,660 Est. Cost $24.82 Unrealized +86.3%
CENTERSTATE BK CORP 0.1%
Value ($000) $594 Shares 24,750 Est. Cost $24.28 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $593 Shares 12,140 Est. Cost $39.22 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $590 Shares 2,152 Est. Cost $161.02 Unrealized +46.8%
IWR ISHARES TR 0.1%
Value ($000) $569 Shares 10,172 Est. Cost $51.85 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $567 Shares 5,669 Est. Cost $72.21 Unrealized +25.4%
IP INTL PAPER CO 0.1%
Value ($000) $561 Shares 13,426 Est. Cost $30.08 Unrealized -2.5%
MTDR MATADOR RES CO 0.1%
Value ($000) $552 Shares 33,422 Est. Cost $21.40 Unrealized -21.9%
LOW LOWES COS INC 0.1%
Value ($000) $546 Shares 4,965 Est. Cost $78.99 Unrealized +19.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $534 Shares 5,850 Est. Cost $85.48 Unrealized
IBERIABANK CORP 0.1%
Value ($000) $533 Shares 7,056 Est. Cost $62.88 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $532 Shares 10,317 Est. Cost $41.09 Unrealized +4.7%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $530 Shares 1,943 Est. Cost $212.02 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $506 Shares 7,754 Est. Cost $67.60 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $498 Shares 3,413 Est. Cost $48.77 Unrealized +169.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $498 Shares 12,184 Est. Cost $27.40 Unrealized +0.7%
NFLX NETFLIX INC 0.1%
Value ($000) $486 Shares 1,815 Est. Cost $14.42 Unrealized +117.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $486 Shares 9,003 Est. Cost $52.65 Unrealized -8.4%
PFF ISHARES TR 0.1%
Value ($000) $476 Shares 12,691 Est. Cost $39.31 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $474 Shares 3,457 Est. Cost $83.11 Unrealized +31.5%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $465 Shares 9,169 Est. Cost $38.39 Unrealized -4.2%
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $438 Shares 7,884 Est. Cost $53.78 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $430 Shares 3,608 Est. Cost $86.52 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $415 Shares 2,851 Est. Cost $98.45 Unrealized +4.1%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $403 Shares 30,797 Est. Cost $15.47 Unrealized
SLNG STABILIS ENERGY INC 0.1%
Value ($000) $401 Shares 61,747 Est. Cost $6.12 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $400 Shares 50,650 Est. Cost $14.68 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $391 Shares 3,027 Est. Cost $83.11 Unrealized +23.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $387 Shares 5,092 Est. Cost $56.63 Unrealized +0.2%
AMGN AMGEN INC 0.1%
Value ($000) $379 Shares 1,959 Est. Cost $124.22 Unrealized +27.2%
DVY ISHARES TR 0.0%
Value ($000) $368 Shares 3,610 Est. Cost $97.86 Unrealized
TEXAS PAC LD TR 0.0%
Value ($000) $352 Shares 542 Est. Cost $284.14 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $347 Shares 1,676 Est. Cost $168.95 Unrealized +6.3%
IJH ISHARES TR 0.0%
Value ($000) $339 Shares 1,753 Est. Cost $198.41 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $339 Shares 2,226 Est. Cost $88.63 Unrealized +76.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $336 Shares 6,028 Est. Cost $39.57 Unrealized +26.6%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $330 Shares 12,235 Est. Cost $31.92 Unrealized -9.1%
NVDA NVIDIA CORP 0.0%
Value ($000) $326 Shares 1,872 Est. Cost $4.89 Unrealized -14.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $321 Shares 2,259 Est. Cost $81.87 Unrealized +34.0%
LEGACY TEX FINL GROUP INC 0.0%
Value ($000) $313 Shares 7,186 Est. Cost $30.38 Unrealized
WMB WILLIAMS COS INC DEL 0.0%
Value ($000) $313 Shares 13,023 Est. Cost $18.46 Unrealized -4.5%
AURORA CANNABIS INC 0.0%
Value ($000) $308 Shares 70,170 Est. Cost $5.00 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $286 Shares 1,718 Est. Cost $144.69 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $279 Shares 3,371 Est. Cost $46.28 Unrealized +49.4%
HON HONEYWELL INTL INC 0.0%
Value ($000) $275 Shares 1,626 Est. Cost $92.42 Unrealized +50.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $274 Shares 1,663 Est. Cost $83.96 Unrealized +68.0%
ZIOPHARM ONCOLOGY INC 0.0%
Value ($000) $267 Shares 62,433 Est. Cost $3.85 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $265 Shares 680 Est. Cost $191.41 Unrealized +65.3%
ORCL ORACLE CORP 0.0%
Value ($000) $265 Shares 4,814 Est. Cost $43.58 Unrealized +15.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $256 Shares 5,682 Est. Cost $37.51 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $246 Shares 1,619 Est. Cost $104.48 Unrealized +25.2%
RACE FERRARI N V 0.0%
Value ($000) $244 Shares 1,582 Est. Cost $122.47 Unrealized +30.3%
BAC BANK AMER CORP 0.0%
Value ($000) $241 Shares 8,246 Est. Cost $22.64 Unrealized +8.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $239 Shares 4,328 Est. Cost $35.85 Unrealized +21.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $239 Shares 4,000 Est. Cost $32.78 Unrealized +25.9%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $239 Shares 11,250 Est. Cost $21.24 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $235 Shares 1,426 Est. Cost $124.51 Unrealized
EPR EPR PPTYS 0.0%
Value ($000) $234 Shares 3,050 Est. Cost $77.05 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $234 Shares 1,798 Est. Cost $128.76 Unrealized +4.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $231 Shares 1,075 Est. Cost $154.59 Unrealized +19.5%
HUM HUMANA INC 0.0%
Value ($000) $229 Shares 896 Est. Cost $163.95 Unrealized +61.7%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $225 Shares 547 Est. Cost $374.74 Unrealized +7.7%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $224 Shares 4,159 Est. Cost $53.86 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $217 Shares 2,582 Est. Cost $39.99 Unrealized +63.7%
MPC MARATHON PETE CORP 0.0%
Value ($000) $216 Shares 3,560 Est. Cost $58.60 Unrealized -26.5%
ISRA VANECK VECTORS ETF TR 0.0%
Value ($000) $213 Shares 6,465 Est. Cost $31.55 Unrealized
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $212 Shares 2,625 Est. Cost $141.95 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $209 Shares 1,142 Est. Cost $147.75 Unrealized +8.6%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $208 Shares 1,287 Est. Cost $138.09 Unrealized +5.6%
ORI OLD REP INTL CORP 0.0%
Value ($000) $207 Shares 8,793 Est. Cost $12.59 Unrealized +5.9%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $170 Shares 11,918 Est. Cost $17.77 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $159 Shares 17,622 Est. Cost $8.02 Unrealized +59.4%
APHRIA INC 0.0%
Value ($000) $148 Shares 28,607 Est. Cost $5.64 Unrealized
ORGANIGRAM HLDGS INC 0.0%
Value ($000) $96 Shares 28,044 Est. Cost $5.54 Unrealized
CONTAINER STORE GROUP INC 0.0%
Value ($000) $57 Shares 12,983 Est. Cost $15.12 Unrealized
CAPITAL SR LIVING CORP 0.0%
Value ($000) $44 Shares 10,000 Est. Cost $4.40 Unrealized
FLOTEK INDS INC DEL 0.0%
Value ($000) $36 Shares 16,500 Est. Cost $2.80 Unrealized
PHUNWARE INC 0.0%
Value ($000) $24 Shares 16,652 Est. Cost $1.74 Unrealized
CHENIERE ENERGY INC 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $0.73 Unrealized
APTEVO THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 15,544 Est. Cost $4.25 Unrealized