SL ADVISORS, LLC Long-Term Concentrated

CIK: 0001680365 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 28, 2020

Total Value ($000): $40,482 (100.0% shares, 0.0% debt)

Holdings (48)

IWV ISHARES RUSSELL 3000 ETF 6.2%
Value ($000) $2,507 Shares 13,298 Est. Cost $124.01 Unrealized
EPD ENTERPRISE PRODS PART LP 5.5%
Value ($000) $2,238 Shares 79,487 Est. Cost $29.01 Unrealized
ENB ENBRIDGE INC F 5.2%
Value ($000) $2,108 Shares 53,006 Est. Cost $23.74 Unrealized +4.7%
WMB WILLIAMS COMPANIES 5.0%
Value ($000) $2,028 Shares 85,498 Est. Cost $17.95 Unrealized -9.4%
OKE ONEOK INC 4.6%
Value ($000) $1,863 Shares 24,615 Est. Cost $32.05 Unrealized +48.8%
ET ENERGY TRANSFER LP 4.3%
Value ($000) $1,742 Shares 135,799 Est. Cost $15.89 Unrealized
KMI KINDER MORGAN INC 3.9%
Value ($000) $1,570 Shares 74,175 Est. Cost $12.46 Unrealized +12.7%
XLP SPDR FUND CONSUMER STAPLES ETF 3.7%
Value ($000) $1,506 Shares 23,916 Est. Cost $62.97 Unrealized
MAGELLAN MIDSTREAM PA LP 3.6%
Value ($000) $1,464 Shares 23,287 Est. Cost $70.31 Unrealized
LNG CHENIERE ENERGY INC 2.8%
Value ($000) $1,133 Shares 18,549 Est. Cost $59.53 Unrealized +3.4%
IGSB ISHARES SHORT-TERM CORPORATE BOND ET 2.5%
Value ($000) $1,020 Shares 19,018 Est. Cost $51.64 Unrealized
PBA PEMBINA PIPELINE CO F 2.4%
Value ($000) $983 Shares 26,519 Est. Cost $25.36 Unrealized -0.3%
BRK/B BERKSHIRE HATHAWAY CLASS B 2.4%
Value ($000) $980 Shares 4,328 Est. Cost $152.32 Unrealized +42.6%
LMT LOCKHEED MARTIN CORP 2.4%
Value ($000) $967 Shares 2,484 Est. Cost $198.81 Unrealized +63.4%
RSG REPUBLIC SERVICES 2.3%
Value ($000) $949 Shares 10,590 Est. Cost $44.23 Unrealized +81.0%
WM WASTE MANAGEMENT INC 2.1%
Value ($000) $870 Shares 7,631 Est. Cost $55.46 Unrealized +84.1%
MKC MC CORMICK & CO INC 2.1%
Value ($000) $856 Shares 5,046 Est. Cost $42.62 Unrealized +71.9%
TRGP TARGA RESOURCES CORP 2.1%
Value ($000) $855 Shares 20,947 Est. Cost $33.15 Unrealized +0.6%
NUSTAR ENERGY LP LP 2.1%
Value ($000) $836 Shares 32,322 Est. Cost $27.61 Unrealized
ADP AUTO DATA PROCESSING 1.9%
Value ($000) $774 Shares 4,537 Est. Cost $80.18 Unrealized +81.0%
RAYTHEON CO 1.8%
Value ($000) $741 Shares 3,371 Est. Cost $202.73 Unrealized
HSY HERSHEY CO 1.8%
Value ($000) $731 Shares 4,976 Est. Cost $76.15 Unrealized +68.7%
PG PROCTER & GAMBLE 1.6%
Value ($000) $660 Shares 5,282 Est. Cost $64.19 Unrealized +63.9%
MCD MC DONALDS CORP 1.6%
Value ($000) $660 Shares 3,339 Est. Cost $106.36 Unrealized +61.6%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $656 Shares 4,496 Est. Cost $90.46 Unrealized +26.1%
PEP PEPSICO INC 1.6%
Value ($000) $628 Shares 4,597 Est. Cost $79.20 Unrealized +42.4%
ECL ECOLAB INC 1.5%
Value ($000) $611 Shares 3,168 Est. Cost $141.48 Unrealized +25.6%
TRV TRAVELERS COMPANIES 1.5%
Value ($000) $592 Shares 4,321 Est. Cost $94.38 Unrealized +26.4%
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 1.4%
Value ($000) $550 Shares 6,499 Est. Cost $83.55 Unrealized
KMB KIMBERLY-CLARK CORP 1.3%
Value ($000) $536 Shares 3,900 Est. Cost $92.51 Unrealized +17.6%
KO THE COCA-COLA CO 1.3%
Value ($000) $531 Shares 9,601 Est. Cost $33.90 Unrealized +31.3%
PAGP PLAINS GP HLDGS 1.3%
Value ($000) $531 Shares 28,030 Est. Cost $25.93 Unrealized
CRESTWOOD EQUITY PART LP 1.1%
Value ($000) $451 Shares 14,632 Est. Cost $24.39 Unrealized
CL COLGATE-PALMOLIVE CO 1.1%
Value ($000) $450 Shares 6,530 Est. Cost $56.72 Unrealized +4.2%
KHC KRAFT HEINZ CO 1.1%
Value ($000) $438 Shares 13,645 Est. Cost $43.93 Unrealized -48.5%
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.1%
Value ($000) $427 Shares 5,201 Est. Cost $96.74 Unrealized
ENLINK MIDSTREAM L L C 1.0%
Value ($000) $420 Shares 68,524 Est. Cost $15.69 Unrealized
SJM J M SMUCKER CO 1.0%
Value ($000) $409 Shares 3,925 Est. Cost $96.61 Unrealized -10.3%
CLX CLOROX CO 1.0%
Value ($000) $398 Shares 2,594 Est. Cost $101.14 Unrealized +23.1%
CAG CONAGRA BRANDS INC 1.0%
Value ($000) $397 Shares 11,609 Est. Cost $25.82 Unrealized -13.0%
GIS GENERAL MILLS INC 1.0%
Value ($000) $395 Shares 7,384 Est. Cost $43.16 Unrealized -0.8%
LW LAMB WESTON HOLDINGS INC 0.9%
Value ($000) $368 Shares 4,281 Est. Cost $38.42 Unrealized +90.3%
KELLOGG CO 0.9%
Value ($000) $355 Shares 5,132 Est. Cost $51.01 Unrealized -4.8%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.8%
Value ($000) $309 Shares 5,413 Est. Cost $49.23 Unrealized
KDP KEURIG DR PEPPER INC 0.8%
Value ($000) $304 Shares 10,498 Est. Cost $24.21 Unrealized +1.9%
XLC COMMUNICAT SVS SLCT SEC SPDR ETF 0.7%
Value ($000) $285 Shares 5,322 Est. Cost $53.55 Unrealized
WES WESTERN MIDSTREAM PAR LP 0.6%
Value ($000) $227 Shares 11,532 Est. Cost $31.33 Unrealized
TELLURIAN INVESTMENTS IN 0.4%
Value ($000) $173 Shares 23,706 Est. Cost $9.29 Unrealized