SFMG Wealth Advisors

Latest statistics and disclosures from SFMG's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for SFMG

SFMG holds 273 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Atmos Energy Corporation (ATO) 11.6 $148M 1.1M 139.27
 View chart
Ishares Tr Core S&p500 Etf (IVV) 11.6 $147M 250k 588.68
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 8.7 $110M 1.6M 67.03
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.4 $93M 811k 115.18
 View chart
Spdr Ser Tr Msci Usa Strtgic (QUS) 6.3 $80M 515k 154.85
 View chart
Apple (AAPL) 4.4 $56M 223k 250.42
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.3 $54M 584k 92.72
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.8 $48M 851k 56.48
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $46M 101k 453.28
 View chart
Microsoft Corporation (MSFT) 2.2 $28M 67k 421.50
 View chart
Amazon (AMZN) 1.7 $21M 97k 219.39
 View chart
NVIDIA Corporation (NVDA) 1.5 $20M 146k 134.29
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.1 $14M +6% 75k 190.44
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $13M +2% 227k 57.53
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $13M -2% 22k 586.08
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $11M NEW 122k 87.33
 View chart
Wal-Mart Stores (WMT) 0.8 $10M -2% 115k 90.35
 View chart
Ares Capital Corporation (ARCC) 0.8 $9.7M 444k 21.89
 View chart
Schwab Strategic Tr Long Term Us (SCHQ) 0.7 $8.6M -56% 275k 31.43
 View chart
Applied Materials (AMAT) 0.7 $8.5M -4% 52k 162.63
 View chart
Raytheon Technologies Corp (RTX) 0.7 $8.5M 74k 115.72
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $8.4M +280% 363k 23.18
 View chart
Ishares Tr Short Treas Bd (SHV) 0.6 $7.7M NEW 70k 110.11
 View chart
salesforce (CRM) 0.6 $7.7M 23k 334.34
 View chart
Blackstone Secd Lending Common Stock (BXSL) 0.6 $7.1M NEW 218k 32.31
 View chart
Visa Com Cl A (V) 0.5 $6.8M 22k 316.04
 View chart
Advanced Micro Devices (AMD) 0.5 $6.6M +3% 55k 120.79
 View chart
ConocoPhillips (COP) 0.5 $6.4M 65k 99.17
 View chart
Meta Platforms Cl A (META) 0.5 $6.4M 11k 585.52
 View chart
Honeywell International (HON) 0.5 $6.3M -2% 28k 225.89
 View chart
Palo Alto Networks (PANW) 0.5 $6.1M +99% 34k 181.96
 View chart
Fidelity Covington Trust Disruptors Etf (FDIF) 0.5 $6.1M 193k 31.58
 View chart
Cbre Group Cl A (CBRE) 0.5 $6.1M 46k 131.29
 View chart
Ishares Tr Expanded Tech (IGV) 0.5 $5.8M -6% 58k 100.12
 View chart
CSX Corporation (CSX) 0.4 $5.7M 176k 32.27
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $5.5M -3% 11k 511.21
 View chart
Cisco Systems (CSCO) 0.4 $5.3M -2% 90k 59.20
 View chart
Blackrock (BLK) 0.4 $5.1M NEW 5.0k 1025.08
 View chart
Adobe Systems Incorporated (ADBE) 0.4 $5.0M +1432% 11k 444.68
 View chart
Kinder Morgan (KMI) 0.4 $4.6M 168k 27.40
 View chart
Tesla Motors (TSLA) 0.4 $4.5M 11k 403.83
 View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $4.2M -2% 22k 188.28
 View chart
Lululemon Athletica (LULU) 0.3 $4.2M 11k 382.41
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $4.1M +12% 22k 189.30
 View chart
Verizon Communications (VZ) 0.3 $3.9M 97k 39.99
 View chart
Medtronic SHS (MDT) 0.3 $3.7M 47k 79.88
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $3.6M 15k 239.71
 View chart
Broadcom (AVGO) 0.3 $3.6M 16k 231.85
 View chart
Schlumberger Com Stk (SLB) 0.3 $3.5M +3% 92k 38.34
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $3.3M -4% 14k 242.13
 View chart
Thermo Fisher Scientific (TMO) 0.2 $3.2M 6.1k 520.24
 View chart
Costco Wholesale Corporation (COST) 0.2 $3.1M 3.4k 916.38
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $3.1M 7.6k 402.70
 View chart
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $3.0M 37k 81.58
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.0M 5.6k 538.85
 View chart
Palantir Technologies Cl A (PLTR) 0.2 $2.9M -24% 39k 75.63
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.9M +311% 10k 289.80
 View chart
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.2 $2.9M NEW 139k 20.66
 View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $2.8M -11% 45k 63.45
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $2.8M NEW 31k 91.43
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $2.7M 37k 71.43
 View chart
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $2.6M +26% 82k 31.42
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.5M -11% 22k 115.55
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $2.4M -2% 18k 137.57
 View chart
Hilton Worldwide Holdings (HLT) 0.2 $2.3M 9.3k 247.16
 View chart
Eli Lilly & Co. (LLY) 0.2 $2.3M 2.9k 772.13
 View chart
Exxon Mobil Corporation (XOM) 0.2 $2.3M +11% 21k 107.57
 View chart
Peak (DOC) 0.2 $2.1M +5% 103k 20.27
 View chart
Devon Energy Corporation (DVN) 0.2 $2.0M -4% 62k 32.73
 View chart
Johnson & Johnson (JNJ) 0.2 $1.9M 14k 144.62
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $1.9M -4% 11k 172.42
 View chart
Innovator Etfs Trust Us Equity Accele (XDSQ) 0.1 $1.9M 51k 36.44
 View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $1.9M 51k 36.70
 View chart
Texas Instruments Incorporated (TXN) 0.1 $1.8M -20% 9.3k 187.50
 View chart
Home Depot (HD) 0.1 $1.7M -10% 4.5k 389.00
 View chart
Netflix (NFLX) 0.1 $1.7M -3% 1.9k 891.27
 View chart
Hilton Grand Vacations (HGV) 0.1 $1.7M 43k 38.95
 View chart
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $1.6M -4% 16k 102.05
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.6M +284% 23k 71.91
 View chart
Eaton Corp SHS (ETN) 0.1 $1.6M -3% 4.9k 331.90
 View chart
Bristol Myers Squibb (BMY) 0.1 $1.6M 28k 56.56
 View chart
Pepsi (PEP) 0.1 $1.5M -17% 10k 152.06
 View chart
McKesson Corporation (MCK) 0.1 $1.5M +22% 2.7k 569.99
 View chart
Granite Ridge Resources (GRNT) 0.1 $1.5M +22% 234k 6.46
 View chart
Jacobs Engineering Group (J) 0.1 $1.5M 11k 133.63
 View chart
Chevron Corporation (CVX) 0.1 $1.4M +2% 9.8k 144.83
 View chart
Procter & Gamble Company (PG) 0.1 $1.4M 8.4k 167.64
 View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $1.4M 76k 18.38
 View chart
McDonald's Corporation (MCD) 0.1 $1.4M 4.8k 289.87
 View chart
Lowe's Companies (LOW) 0.1 $1.3M +8% 5.4k 246.79
 View chart
Abbvie (ABBV) 0.1 $1.3M 7.1k 177.71
 View chart
Darden Restaurants (DRI) 0.1 $1.2M 6.7k 186.68
 View chart
Apollo Global Mgmt (APO) 0.1 $1.2M 7.2k 165.16
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $1.2M 9.0k 131.04
 View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $1.1M +6% 28k 40.48
 View chart
Cigna Corp (CI) 0.1 $1.1M 3.9k 276.16
 View chart
TJX Companies (TJX) 0.1 $1.0M 8.7k 120.80
 View chart
Southwest Airlines (LUV) 0.1 $1.0M -13% 31k 33.62
 View chart
International Business Machines (IBM) 0.1 $1.0M 4.7k 219.81
 View chart
Paychex (PAYX) 0.1 $1.0M 7.1k 140.22
 View chart
UnitedHealth (UNH) 0.1 $946k +21% 1.9k 505.77
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $936k 7.3k 128.62
 View chart
Trane Technologies SHS (TT) 0.1 $906k 2.5k 369.35
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $892k 7.6k 117.50
 View chart
Automatic Data Processing (ADP) 0.1 $890k 3.0k 292.78
 View chart
Stellar Bancorp Ord (STEL) 0.1 $871k 31k 28.35
 View chart
Williams Companies (WMB) 0.1 $868k 16k 54.12
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $853k -14% 3.5k 242.18
 View chart
Digital Realty Trust (DLR) 0.1 $846k +13% 4.8k 177.35
 View chart
Marsh & McLennan Companies (MMC) 0.1 $843k 4.0k 212.42
 View chart
Merck & Co (MRK) 0.1 $829k -3% 8.3k 99.49
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $822k 17k 48.31
 View chart
Coca-Cola Company (KO) 0.1 $780k +30% 13k 62.26
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $772k 2.2k 351.82
 View chart
South State Corporation (SSB) 0.1 $766k 7.7k 99.48
 View chart
Constellation Brands Cl A (STZ) 0.1 $740k 3.3k 221.02
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $729k +20% 37k 19.59
 View chart
Kla Corp Com New (KLAC) 0.1 $717k 1.1k 630.08
 View chart
Oneok (OKE) 0.1 $710k 7.1k 100.39
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $681k 1.00 680920.00
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $679k -2% 1.7k 410.44
 View chart
Lockheed Martin Corporation (LMT) 0.1 $662k +56% 1.4k 485.94
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.1 $656k +11% 4.5k 145.35
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $656k 10k 63.75
 View chart
Schwab Strategic Tr Fundamental Us B (FNDB) 0.1 $651k +200% 28k 23.26
 View chart
Enterprise Products Partners (EPD) 0.1 $651k +31% 21k 31.36
 View chart
Philip Morris International (PM) 0.0 $633k 5.3k 120.35
 View chart
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $624k 8.4k 74.49
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $613k +8% 13k 48.16
 View chart
Builders FirstSource (BLDR) 0.0 $598k -14% 4.2k 142.93
 View chart
Ishares Tr U.s. Insrnce Etf (IAK) 0.0 $595k 4.7k 126.47
 View chart
Amgen (AMGN) 0.0 $590k 2.3k 260.60
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $574k 1.4k 401.58
 View chart
Deere & Company (DE) 0.0 $563k 1.3k 423.63
 View chart
Targa Res Corp (TRGP) 0.0 $559k 3.1k 178.50
 View chart
Cheniere Energy Com New (LNG) 0.0 $552k 2.6k 214.88
 View chart
Motorola Solutions Com New (MSI) 0.0 $540k 1.2k 462.28
 View chart
Danaher Corporation (DHR) 0.0 $536k 2.3k 229.59
 View chart
Plby Group Ord (PLBY) 0.0 $536k -26% 367k 1.46
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV) 0.0 $532k 10k 53.00
 View chart
Caterpillar (CAT) 0.0 $530k 1.5k 362.88
 View chart
Martin Marietta Materials (MLM) 0.0 $529k 1.0k 516.50
 View chart
Union Pacific Corporation (UNP) 0.0 $528k 2.3k 228.09
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $523k +17% 2.8k 184.88
 View chart
Abbott Laboratories (ABT) 0.0 $519k 4.6k 113.11
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $518k 5.8k 88.79
 View chart
Xcel Energy (XEL) 0.0 $518k 7.7k 67.52
 View chart
Charles Schwab Corporation (SCHW) 0.0 $517k -88% 7.0k 74.01
 View chart
Southern Company (SO) 0.0 $507k 6.2k 82.32
 View chart
At&t (T) 0.0 $504k +8% 22k 22.77
 View chart
Boeing Company (BA) 0.0 $502k 2.8k 177.01
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $498k 5.6k 88.39
 View chart
Dick's Sporting Goods (DKS) 0.0 $498k 2.2k 228.84
 View chart
Comstock Resources (CRK) 0.0 $488k +33% 27k 18.22
 View chart
Analog Devices (ADI) 0.0 $476k 2.2k 212.48
 View chart
Oracle Corporation (ORCL) 0.0 $473k -20% 2.8k 166.66
 View chart
Bank of America Corporation (BAC) 0.0 $462k 11k 43.95
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $456k 4.5k 101.54
 View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $449k 6.1k 74.02
 View chart
Altria (MO) 0.0 $444k 8.5k 52.29
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $442k 710.00 621.80
 View chart
Msci (MSCI) 0.0 $440k 734.00 599.97
 View chart
Clorox Company (CLX) 0.0 $439k 2.7k 162.43
 View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $433k -36% 7.7k 56.26
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $430k 2.5k 175.26
 View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.0 $429k NEW 11k 37.87
 View chart
Cme (CME) 0.0 $425k 1.8k 232.23
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $424k 2.5k 169.30
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $419k 5.5k 76.36
 View chart
Texas Pacific Land Corp (TPL) 0.0 $418k 378.00 1105.96
 View chart
Welltower Inc Com reit (WELL) 0.0 $416k 3.3k 126.01
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $416k +5% 2.1k 195.79
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $405k 4.7k 86.31
 View chart
Independence Realty Trust In (IRT) 0.0 $404k 20k 19.84
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $381k 4.3k 89.33
 View chart
Labcorp Holdings Com Shs (LH) 0.0 $378k -2% 1.6k 229.32
 View chart
Walt Disney Company (DIS) 0.0 $377k -20% 3.4k 111.34
 View chart
International Paper Company (IP) 0.0 $377k 7.0k 53.82
 View chart
American Express Company (AXP) 0.0 $363k NEW 1.2k 296.86
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.0 $354k +3% 511.00 692.40
 View chart
Chubb (CB) 0.0 $352k -24% 1.3k 276.20
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $348k -6% 6.0k 58.18
 View chart
West Pharmaceutical Services (WST) 0.0 $341k 1.0k 327.71
 View chart
Ge Aerospace Com New (GE) 0.0 $340k 2.0k 166.79
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $340k +101% 13k 25.86
 View chart
Ishares Tr Global 100 Etf (IOO) 0.0 $338k +3% 3.3k 100.78
 View chart
Uber Technologies (UBER) 0.0 $337k -9% 5.6k 60.32
 View chart
Northrop Grumman Corporation (NOC) 0.0 $335k 713.00 469.25
 View chart
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $334k -20% 7.7k 43.19
 View chart
Cummins (CMI) 0.0 $327k NEW 938.00 348.60
 View chart
Matador Resources (MTDR) 0.0 $326k 5.8k 56.26
 View chart
Kosmos Energy (KOS) 0.0 $320k 94k 3.42
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $316k +8% 4.5k 70.28
 View chart
Ishares Tr Core Total Usd (IUSB) 0.0 $315k 7.0k 45.20
 View chart
EOG Resources (EOG) 0.0 $311k -3% 2.5k 122.58
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $308k 9.8k 31.44
 View chart
Pfizer (PFE) 0.0 $305k +20% 12k 26.53
 View chart
Fs Kkr Capital Corp (FSK) 0.0 $302k -89% 14k 21.72
 View chart
Illinois Tool Works (ITW) 0.0 $298k -4% 1.2k 253.45
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.0 $297k 2.6k 112.28
 View chart
Houlihan Lokey Cl A (HLI) 0.0 $297k 1.7k 173.66
 View chart
General Mills (GIS) 0.0 $294k 4.6k 63.77
 View chart
Dominion Resources (D) 0.0 $288k 5.3k 53.86
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $287k 7.6k 37.53
 View chart
Fiserv (FI) 0.0 $283k 1.4k 205.43
 View chart
Old Republic International Corporation (ORI) 0.0 $282k 7.8k 36.19
 View chart
Servicenow (NOW) 0.0 $281k +5% 265.00 1058.72
 View chart
Vanguard World Mega Cap Index (MGC) 0.0 $277k 1.3k 212.66
 View chart
Draftkings Com Cl A (DKNG) 0.0 $275k 7.4k 37.20
 View chart
Enbridge (ENB) 0.0 $274k -12% 6.4k 42.43
 View chart
Valero Energy Corporation (VLO) 0.0 $274k -13% 2.2k 122.57
 View chart
Vaneck Etf Trust Israel Etf (ISRA) 0.0 $273k 6.3k 43.56
 View chart
S&p Global (SPGI) 0.0 $271k +4% 545.00 497.90
 View chart
Sprouts Fmrs Mkt (SFM) 0.0 $269k 2.1k 127.07
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $268k 2.3k 115.21
 View chart
United Parcel Service CL B (UPS) 0.0 $268k +29% 2.1k 126.08
 View chart
Edgewise Therapeutics (EWTX) 0.0 $267k 10k 26.70
 View chart
Paypal Holdings (PYPL) 0.0 $259k 3.0k 85.36
 View chart
Qualcomm (QCOM) 0.0 $256k -6% 1.7k 153.58
 View chart
Vaneck Etf Trust Uranium And Nucl (NLR) 0.0 $254k NEW 3.1k 81.34
 View chart
Air Products & Chemicals (APD) 0.0 $251k 865.00 290.13
 View chart
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $251k 10k 25.05
 View chart
Marathon Petroleum Corp (MPC) 0.0 $249k -39% 1.8k 139.49
 View chart
Hca Holdings (HCA) 0.0 $247k 824.00 299.97
 View chart
Intercontinental Exchange (ICE) 0.0 $247k -29% 1.7k 149.01
 View chart
Bright Horizons Fam Sol In D (BFAM) 0.0 $247k 2.2k 110.85
 View chart
Western Digital (WDC) 0.0 $243k 4.1k 59.63
 View chart
Arbor Realty Trust (ABR) 0.0 $243k 18k 13.85
 View chart
O'reilly Automotive (ORLY) 0.0 $242k 204.00 1186.50
 View chart
Cabot Oil & Gas Corporation (CTRA) 0.0 $242k 9.5k 25.54
 View chart
Travelers Companies (TRV) 0.0 $238k 986.00 240.89
 View chart
MPLX Com Unit Rep Ltd (MPLX) 0.0 $237k 5.0k 47.86
 View chart
Amentum Holdings (AMTM) 0.0 $231k 11k 21.03
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.0 $230k -15% 672.00 342.34
 View chart
Jack Henry & Associates (JKHY) 0.0 $228k 1.3k 175.30
 View chart
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $225k +5% 3.3k 68.00
 View chart
Chipotle Mexican Grill (CMG) 0.0 $224k NEW 3.7k 60.30
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $221k NEW 508.00 434.62
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $220k +3% 2.8k 78.94
 View chart
Nasdaq Omx (NDAQ) 0.0 $220k 2.8k 77.31
 View chart
Morgan Stanley Com New (MS) 0.0 $215k NEW 1.7k 125.75
 View chart
Diamondback Energy (FANG) 0.0 $215k -3% 1.3k 163.82
 View chart
Corning Incorporated (GLW) 0.0 $215k 4.5k 47.52
 View chart
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $215k NEW 8.5k 25.35
 View chart
Duke Energy Corp Com New (DUK) 0.0 $212k 2.0k 107.74
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $210k 4.4k 47.77
 View chart
Toyota Motor Corp Ads (TM) 0.0 $206k NEW 1.1k 194.61
 View chart
W.W. Grainger (GWW) 0.0 $203k -9% 193.00 1054.05
 View chart
American Electric Power Company (AEP) 0.0 $201k 2.2k 92.23
 View chart
Soundhound Ai Class A Com (SOUN) 0.0 $198k NEW 10k 19.84
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $179k 11k 16.27
 View chart
Dht Holdings Shs New (DHT) 0.0 $177k 19k 9.29
 View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $154k 13k 12.17
 View chart
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.0 $154k 13k 12.12
 View chart
Blackrock Muniyield Insured Fund (MYI) 0.0 $149k 14k 11.04
 View chart
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $148k 13k 11.66
 View chart
Blackrock Muniyield Fund (MYD) 0.0 $148k 14k 10.39
 View chart
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $147k 13k 11.28
 View chart
BlackRock MuniVest Fund (MVF) 0.0 $146k 21k 7.04
 View chart
Blackrock Muniholdings Insured Fund II (MUE) 0.0 $143k 14k 10.00
 View chart
BlackRock MuniHoldings Fund (MHD) 0.0 $141k 12k 11.67
 View chart
Transocean Registered Shs (RIG) 0.0 $113k NEW 30k 3.75
 View chart
Valley National Ban (VLY) 0.0 $92k 10k 9.06
 View chart
Core Scientific *w Exp 01/23/202 (CORZW) 0.0 $85k 10k 8.22
 View chart
Stride Note 1.125% 9/0 (Principal) 0.0 $71k 35k 2.02
 View chart
Parsons Corp Del Note 0.250% 8/1 (Principal) 0.0 $58k 28k 2.06
 View chart
Tilray (TLRY) 0.0 $45k 34k 1.33
 View chart
Cronos Group (CRON) 0.0 $36k 18k 2.02
 View chart
Vishay Intertechnology Note 2.250% 6/1 (Principal) 0.0 $35k 35k 0.98
 View chart
Insight Enterprises Note 0.750% 2/1 (Principal) 0.0 $31k 14k 2.23
 View chart
Pacira Biosciences Note 0.750% 8/0 (Principal) 0.0 $23k 24k 0.97
 View chart
Cheesecake Factory Note 0.375% 6/1 (Principal) 0.0 $23k 23k 0.99
 View chart
Growgeneration Corp (GRWG) 0.0 $18k 10k 1.69
 View chart

Past Filings by SFMG

SEC 13F filings are viewable for SFMG going back to 2010

View all past filings