SL ADVISORS, LLC Long-Term Concentrated

CIK: 0001680365 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 28, 2021

Total Value ($000): $33,131 (100.0% shares, 0.0% debt)

Holdings (50)

SPY SPDR S&P 500 ETF 7.4%
Value ($000) $2,452 Shares 6,187 Est. Cost $346.68 Unrealized
IWV ISHARES RUSSELL 3000 ETF 6.1%
Value ($000) $2,008 Shares 8,465 Est. Cost $124.01 Unrealized
WMB WILLIAMS COMPANIES 5.2%
Value ($000) $1,725 Shares 72,830 Est. Cost $17.84 Unrealized -0.0%
EPD ENTERPRISE PRODS PART LP 5.1%
Value ($000) $1,706 Shares 77,466 Est. Cost $27.28 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 4.9%
Value ($000) $1,610 Shares 6,302 Est. Cost $165.93 Unrealized +46.4%
ENB ENBRIDGE INC F 4.7%
Value ($000) $1,550 Shares 42,592 Est. Cost $23.69 Unrealized +7.9%
ET ENERGY TRANSFER LP 4.3%
Value ($000) $1,417 Shares 184,481 Est. Cost $13.09 Unrealized
OKE ONEOK INC 3.8%
Value ($000) $1,274 Shares 25,144 Est. Cost $27.83 Unrealized +24.0%
LNG CHENIERE ENERGY INC 3.7%
Value ($000) $1,219 Shares 16,924 Est. Cost $59.68 Unrealized +14.6%
IGSB ISHARES TR IS 1 5 YR IN GR CR BD ETF 3.1%
Value ($000) $1,040 Shares 19,018 Est. Cost $51.64 Unrealized
KMI KINDER MORGAN INC 3.1%
Value ($000) $1,014 Shares 60,925 Est. Cost $12.30 Unrealized -6.0%
MAGELLAN MIDSTREAM PA LP 2.5%
Value ($000) $832 Shares 19,196 Est. Cost $70.31 Unrealized
TRGP TARGA RESOURCES CORP 2.3%
Value ($000) $746 Shares 23,500 Est. Cost $31.10 Unrealized -9.9%
PBA PEMBINA PIPELINE CO F 2.2%
Value ($000) $729 Shares 25,288 Est. Cost $25.28 Unrealized -14.7%
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 2.1%
Value ($000) $711 Shares 8,248 Est. Cost $84.22 Unrealized
RSG REPUBLIC SERVICES 2.0%
Value ($000) $674 Shares 6,780 Est. Cost $46.47 Unrealized +89.1%
LMT LOCKHEED MARTIN CORP 2.0%
Value ($000) $662 Shares 1,792 Est. Cost $205.01 Unrealized +46.3%
ADP AUTO DATA PROCESSING 1.9%
Value ($000) $629 Shares 3,335 Est. Cost $85.94 Unrealized +82.3%
QSR RESTAURANT BRANDS F 1.9%
Value ($000) $617 Shares 9,496 Est. Cost $56.49 Unrealized +9.7%
WM WASTE MANAGEMENT INC 1.8%
Value ($000) $590 Shares 4,575 Est. Cost $59.33 Unrealized +82.3%
MCD MCDONALDS CORP 1.6%
Value ($000) $519 Shares 2,317 Est. Cost $115.23 Unrealized +66.0%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $505 Shares 3,070 Est. Cost $95.75 Unrealized +47.0%
RTX RAYTHEON TECHNOLOGIES CO 1.5%
Value ($000) $491 Shares 6,349 Est. Cost $58.43 Unrealized +11.7%
NUSTAR ENERGY LP LP 1.5%
Value ($000) $489 Shares 28,612 Est. Cost $27.61 Unrealized
HSY HERSHEY CO 1.4%
Value ($000) $470 Shares 2,971 Est. Cost $81.90 Unrealized +63.7%
MKC MC CORMICK & CO INC 1.3%
Value ($000) $443 Shares 4,963 Est. Cost $63.70 Unrealized +25.9%
PG PROCTER & GAMBLE 1.3%
Value ($000) $423 Shares 3,126 Est. Cost $71.72 Unrealized +61.3%
XLP SPDR FUND CONSUMER STAPLES ETF 1.2%
Value ($000) $398 Shares 5,821 Est. Cost $62.97 Unrealized
ECL ECOLAB INC 1.2%
Value ($000) $397 Shares 1,853 Est. Cost $148.50 Unrealized +35.7%
CLX CLOROX CO 1.2%
Value ($000) $391 Shares 2,025 Est. Cost $108.99 Unrealized +51.4%
PEP PEPSICO INC 1.1%
Value ($000) $374 Shares 2,641 Est. Cost $85.02 Unrealized +38.7%
CRESTWOOD EQUITY PART LP 1.1%
Value ($000) $358 Shares 12,824 Est. Cost $23.62 Unrealized
KHC KRAFT HEINZ CO 1.1%
Value ($000) $355 Shares 8,868 Est. Cost $40.93 Unrealized -30.1%
ENLINK MIDSTREAM L L LP 1.0%
Value ($000) $332 Shares 77,320 Est. Cost $12.47 Unrealized
KO THE COCA-COLA CO 1.0%
Value ($000) $320 Shares 6,068 Est. Cost $35.53 Unrealized +22.1%
TELLURIAN INVESTMENTS IN 0.9%
Value ($000) $298 Shares 127,334 Est. Cost $2.74 Unrealized
KMB KIMBERLY CLARK CORP 0.9%
Value ($000) $290 Shares 2,088 Est. Cost $97.73 Unrealized +13.4%
KDP KEURIG DR PEPPER INC 0.9%
Value ($000) $284 Shares 8,258 Est. Cost $24.08 Unrealized +18.8%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.9%
Value ($000) $283 Shares 3,224 Est. Cost $82.20 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.9%
Value ($000) $283 Shares 3,115 Est. Cost $86.04 Unrealized
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $280 Shares 3,547 Est. Cost $58.97 Unrealized +18.7%
CAG CONAGRA BRANDS INC 0.8%
Value ($000) $277 Shares 7,361 Est. Cost $26.57 Unrealized +6.9%
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.8%
Value ($000) $274 Shares 4,359 Est. Cost $53.86 Unrealized
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.8%
Value ($000) $273 Shares 4,893 Est. Cost $51.68 Unrealized
SJM J M SMUCKER CO 0.8%
Value ($000) $266 Shares 2,101 Est. Cost $95.85 Unrealized +4.9%
LW LAMB WESTON HOLDINGS INC 0.8%
Value ($000) $253 Shares 3,267 Est. Cost $58.69 Unrealized +23.9%
PAGP PLAINS GP HLDGS 0.6%
Value ($000) $201 Shares 21,383 Est. Cost $24.92 Unrealized
WES WESTERN MIDSTREAM PAR LP 0.6%
Value ($000) $189 Shares 10,169 Est. Cost $30.88 Unrealized
EQUITRANS MIDSTREAM CORP 0.4%
Value ($000) $127 Shares 15,591 Est. Cost $8.06 Unrealized
NEXT NEXTDECADE 0.3%
Value ($000) $83 Shares 31,030 Est. Cost $2.22 Unrealized 0.0%