SL ADVISORS, LLC Long-Term Concentrated

CIK: 0001680365 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 13, 2021

Total Value ($000): $39,564 (100.0% shares, 0.0% debt)

Holdings (49)

ET ENERGY TRANSFER LP 8.1%
Value ($000) $3,204 Shares 334,411 Est. Cost $11.59 Unrealized
SPY SPDR S&P 500 ETF 7.9%
Value ($000) $3,134 Shares 7,303 Est. Cost $359.22 Unrealized
IWV ISHARES RUSSELL 3000 ETF 5.5%
Value ($000) $2,157 Shares 8,465 Est. Cost $124.01 Unrealized
WMB WILLIAMS COMPANIES 5.3%
Value ($000) $2,104 Shares 81,126 Est. Cost $18.11 Unrealized +12.7%
LNG CHENIERE ENERGY INC 4.9%
Value ($000) $1,937 Shares 19,831 Est. Cost $63.08 Unrealized +38.8%
EPD ENTERPRISE PRODS PART LP 4.8%
Value ($000) $1,903 Shares 87,917 Est. Cost $26.92 Unrealized
ENB ENBRIDGE INC F 4.6%
Value ($000) $1,822 Shares 45,791 Est. Cost $24.15 Unrealized +23.0%
OKE ONEOK INC 4.1%
Value ($000) $1,607 Shares 27,705 Est. Cost $29.26 Unrealized +44.7%
BRK/B BERKSHIRE HATHAWAY CLASS B 4.0%
Value ($000) $1,579 Shares 5,786 Est. Cost $165.93 Unrealized +69.3%
TRGP TARGA RESOURCES CORP 3.6%
Value ($000) $1,419 Shares 28,832 Est. Cost $32.04 Unrealized +25.4%
KMI KINDER MORGAN INC 2.8%
Value ($000) $1,100 Shares 65,759 Est. Cost $12.43 Unrealized +6.8%
IGSB ISHARES TR IS 1 5 YR IN GR CR BD ETF 2.6%
Value ($000) $1,039 Shares 19,018 Est. Cost $51.64 Unrealized
MAGELLAN MIDSTREAM PA LP 2.6%
Value ($000) $1,018 Shares 22,345 Est. Cost $67.26 Unrealized
PBA PEMBINA PIPELINE CO F 2.4%
Value ($000) $942 Shares 29,725 Est. Cost $25.21 Unrealized +0.3%
RSG REPUBLIC SERVICES 2.0%
Value ($000) $781 Shares 6,505 Est. Cost $46.47 Unrealized +143.2%
SHY ISHARES 1-3 YEAR TREASRYBOND ETF 1.8%
Value ($000) $711 Shares 8,250 Est. Cost $84.22 Unrealized
WM WASTE MANAGEMENT INC 1.7%
Value ($000) $655 Shares 4,385 Est. Cost $59.33 Unrealized +135.5%
ADP AUTO DATA PROCESSING 1.7%
Value ($000) $655 Shares 3,274 Est. Cost $85.94 Unrealized +118.4%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $614 Shares 1,779 Est. Cost $207.71 Unrealized +54.4%
ENLINK MIDSTREAM L L LP 1.5%
Value ($000) $591 Shares 86,590 Est. Cost $11.86 Unrealized
QSR RESTAURANT BRANDS F 1.5%
Value ($000) $577 Shares 9,436 Est. Cost $56.87 Unrealized +12.7%
TELLURIAN INVESTMENTS IN 1.4%
Value ($000) $562 Shares 143,673 Est. Cost $3.39 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 1.4%
Value ($000) $542 Shares 6,308 Est. Cost $59.59 Unrealized +29.9%
MCD MCDONALDS CORP 1.3%
Value ($000) $532 Shares 2,205 Est. Cost $115.23 Unrealized +87.3%
NUSTAR ENERGY LP LP 1.3%
Value ($000) $527 Shares 33,500 Est. Cost $26.19 Unrealized
HSY HERSHEY CO 1.2%
Value ($000) $493 Shares 2,911 Est. Cost $81.90 Unrealized +93.9%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $489 Shares 3,030 Est. Cost $95.75 Unrealized +56.9%
CRESTWOOD EQUITY PART LP 1.1%
Value ($000) $447 Shares 15,752 Est. Cost $24.78 Unrealized
PG PROCTER & GAMBLE 1.1%
Value ($000) $429 Shares 3,066 Est. Cost $71.72 Unrealized +77.4%
XLP SPDR FUND CONSUMER STAPLES ETF 1.0%
Value ($000) $401 Shares 5,829 Est. Cost $62.97 Unrealized
MKC MC CORMICK & CO INC 1.0%
Value ($000) $401 Shares 4,943 Est. Cost $63.70 Unrealized +22.4%
PEP PEPSICO INC 1.0%
Value ($000) $388 Shares 2,578 Est. Cost $85.02 Unrealized +58.8%
ECL ECOLAB INC 1.0%
Value ($000) $382 Shares 1,833 Est. Cost $148.50 Unrealized +40.4%
EQUITRANS MIDSTREAM CORP 0.9%
Value ($000) $368 Shares 36,277 Est. Cost $9.07 Unrealized
CLX CLOROX CO 0.8%
Value ($000) $328 Shares 1,980 Est. Cost $108.99 Unrealized +37.1%
KO THE COCA-COLA CO 0.8%
Value ($000) $316 Shares 6,022 Est. Cost $35.53 Unrealized +37.3%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.8%
Value ($000) $309 Shares 3,224 Est. Cost $82.20 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.8%
Value ($000) $307 Shares 3,115 Est. Cost $86.04 Unrealized
KHC KRAFT HEINZ CO 0.8%
Value ($000) $306 Shares 8,300 Est. Cost $40.93 Unrealized -25.4%
KDP KEURIG DR PEPPER INC 0.7%
Value ($000) $278 Shares 8,138 Est. Cost $24.08 Unrealized +29.4%
KMB KIMBERLY CLARK CORP 0.7%
Value ($000) $269 Shares 2,031 Est. Cost $97.73 Unrealized +18.2%
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.7%
Value ($000) $263 Shares 4,848 Est. Cost $51.68 Unrealized
CL COLGATE-PALMOLIVE CO 0.7%
Value ($000) $261 Shares 3,456 Est. Cost $58.97 Unrealized +21.6%
WES WESTERN MIDSTREAM PAR LP 0.6%
Value ($000) $251 Shares 11,983 Est. Cost $29.45 Unrealized
SJM J M SMUCKER CO 0.6%
Value ($000) $245 Shares 2,037 Est. Cost $95.85 Unrealized +14.5%
BUD ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.6%
Value ($000) $244 Shares 4,331 Est. Cost $53.86 Unrealized
PAGP PLAINS GP HLDGS 0.6%
Value ($000) $243 Shares 22,517 Est. Cost $23.46 Unrealized
CAG CONAGRA BRANDS INC 0.6%
Value ($000) $243 Shares 7,160 Est. Cost $26.57 Unrealized +3.9%
NEXT NEXTDECADE 0.5%
Value ($000) $191 Shares 68,597 Est. Cost $2.55 Unrealized +23.8%