SL ADVISORS, LLC Long-Term Concentrated

CIK: 0001680365 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 19, 2021

Total Value ($000): $30,899 (100.0% shares, 0.0% debt)

Holdings (49)

IWV ISHARES RUSSELL 3000 ETF 6.1%
Value ($000) $1,892 Shares 8,465 Est. Cost $124.01 Unrealized
XLP SPDR FUND CONSUMER STAPLES ETF 5.2%
Value ($000) $1,615 Shares 23,944 Est. Cost $62.97 Unrealized
EPD ENTERPRISE PRODS PART LP 4.9%
Value ($000) $1,518 Shares 77,466 Est. Cost $27.28 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 4.9%
Value ($000) $1,502 Shares 6,476 Est. Cost $165.93 Unrealized +32.7%
WMB WILLIAMS COMPANIES 4.7%
Value ($000) $1,457 Shares 72,662 Est. Cost $17.84 Unrealized -12.4%
ENB ENBRIDGE INC F 4.5%
Value ($000) $1,382 Shares 43,193 Est. Cost $23.69 Unrealized -8.4%
OKE ONEOK INC 3.4%
Value ($000) $1,055 Shares 27,482 Est. Cost $27.83 Unrealized -10.5%
IGSB ISHARES TR IS 1 5 YR IN GR CR BD ETF 3.4%
Value ($000) $1,049 Shares 19,018 Est. Cost $51.64 Unrealized
ET ENERGY TRANSFER LP 3.4%
Value ($000) $1,047 Shares 169,481 Est. Cost $13.57 Unrealized
LNG CHENIERE ENERGY INC 3.2%
Value ($000) $998 Shares 16,624 Est. Cost $59.53 Unrealized -9.9%
KMI KINDER MORGAN INC 2.7%
Value ($000) $841 Shares 61,557 Est. Cost $12.30 Unrealized -19.2%
SPY SPDR S&P 500 ETF 2.7%
Value ($000) $829 Shares 2,217 Est. Cost $257.80 Unrealized
MAGELLAN MIDSTREAM PA LP 2.6%
Value ($000) $815 Shares 19,196 Est. Cost $70.31 Unrealized
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 2.3%
Value ($000) $712 Shares 8,248 Est. Cost $84.22 Unrealized
RSG REPUBLIC SERVICES 2.2%
Value ($000) $691 Shares 7,173 Est. Cost $46.47 Unrealized +91.0%
LMT LOCKHEED MARTIN CORP 2.2%
Value ($000) $671 Shares 1,891 Est. Cost $205.01 Unrealized +55.6%
TRGP TARGA RESOURCES CORP 2.1%
Value ($000) $660 Shares 25,000 Est. Cost $31.10 Unrealized -38.1%
ADP AUTO DATA PROCESSING 2.0%
Value ($000) $619 Shares 3,511 Est. Cost $85.94 Unrealized +71.6%
QSR RESTAURANT BRANDS F 1.9%
Value ($000) $600 Shares 9,818 Est. Cost $56.49 Unrealized +3.3%
PBA PEMBINA PIPELINE CO F 1.9%
Value ($000) $598 Shares 25,288 Est. Cost $25.28 Unrealized -29.3%
WM WASTE MANAGEMENT INC 1.9%
Value ($000) $591 Shares 5,014 Est. Cost $59.33 Unrealized +81.1%
MKC MC CORMICK & CO INC 1.8%
Value ($000) $563 Shares 5,894 Est. Cost $63.70 Unrealized +33.1%
MCD MCDONALDS CORP 1.7%
Value ($000) $531 Shares 2,475 Est. Cost $115.23 Unrealized +67.7%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $496 Shares 3,150 Est. Cost $95.75 Unrealized +33.2%
HSY HERSHEY CO 1.6%
Value ($000) $488 Shares 3,201 Est. Cost $81.90 Unrealized +59.9%
CLX CLOROX CO 1.6%
Value ($000) $479 Shares 2,374 Est. Cost $108.99 Unrealized +61.8%
RTX RAYTHEON TECHNOLOGIES CO 1.5%
Value ($000) $476 Shares 6,655 Est. Cost $58.43 Unrealized 0.0%
PG PROCTER & GAMBLE 1.4%
Value ($000) $447 Shares 3,215 Est. Cost $71.72 Unrealized +71.7%
ECL ECOLAB INC 1.4%
Value ($000) $437 Shares 2,018 Est. Cost $148.50 Unrealized +33.0%
PEP PEPSICO INC 1.3%
Value ($000) $417 Shares 2,813 Est. Cost $85.02 Unrealized +42.6%
NUSTAR ENERGY LP LP 1.3%
Value ($000) $412 Shares 28,612 Est. Cost $27.61 Unrealized
KHC KRAFT HEINZ CO 1.2%
Value ($000) $382 Shares 11,031 Est. Cost $40.93 Unrealized -37.6%
KO THE COCA-COLA CO 1.2%
Value ($000) $372 Shares 6,785 Est. Cost $35.53 Unrealized +24.6%
CL COLGATE-PALMOLIVE CO 1.2%
Value ($000) $365 Shares 4,264 Est. Cost $58.97 Unrealized +24.5%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.1%
Value ($000) $345 Shares 5,718 Est. Cost $51.68 Unrealized
ENLINK MIDSTREAM L L LP 1.1%
Value ($000) $334 Shares 90,144 Est. Cost $12.47 Unrealized
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 1.1%
Value ($000) $334 Shares 4,772 Est. Cost $53.86 Unrealized
KMB KIMBERLY CLARK CORP 1.0%
Value ($000) $310 Shares 2,300 Est. Cost $97.73 Unrealized +18.7%
KDP KEURIG DR PEPPER INC 1.0%
Value ($000) $304 Shares 9,503 Est. Cost $24.08 Unrealized +8.0%
SJM J M SMUCKER CO 1.0%
Value ($000) $304 Shares 2,630 Est. Cost $95.85 Unrealized +2.4%
CAG CONAGRA BRANDS INC 0.9%
Value ($000) $291 Shares 8,022 Est. Cost $26.57 Unrealized +8.7%
CRESTWOOD EQUITY PART LP 0.9%
Value ($000) $281 Shares 14,824 Est. Cost $23.62 Unrealized
LW LAMB WESTON HOLDINGS INC 0.9%
Value ($000) $272 Shares 3,453 Est. Cost $58.69 Unrealized +14.1%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.9%
Value ($000) $268 Shares 3,115 Est. Cost $86.04 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.9%
Value ($000) $265 Shares 3,224 Est. Cost $82.20 Unrealized
PAGP PLAINS GP HLDGS 0.6%
Value ($000) $181 Shares 21,383 Est. Cost $24.92 Unrealized
TELLURIAN INVESTMENTS IN 0.5%
Value ($000) $162 Shares 126,807 Est. Cost $2.74 Unrealized
WES WESTERN MIDSTREAM PAR LP 0.5%
Value ($000) $141 Shares 10,169 Est. Cost $30.88 Unrealized
EQUITRANS MIDSTREAM CORP 0.3%
Value ($000) $100 Shares 12,446 Est. Cost $8.03 Unrealized