Adell Harriman & Carpenter as of June 30, 2013
Portfolio Holdings for Adell Harriman & Carpenter
Adell Harriman & Carpenter holds 120 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 7.0 | $20M | 217k | 90.35 | |
Apple (AAPL) | 5.3 | $15M | 37k | 396.53 | |
Enterprise Products Partners (EPD) | 3.3 | $9.3M | 150k | 62.15 | |
Qualcomm (QCOM) | 2.8 | $7.7M | 126k | 61.09 | |
JPMorgan Chase & Co. (JPM) | 2.6 | $7.4M | 140k | 52.79 | |
Johnson & Johnson (JNJ) | 2.3 | $6.5M | 76k | 85.86 | |
United Technologies Corporation | 2.3 | $6.5M | 70k | 92.94 | |
Pepsi (PEP) | 2.2 | $6.1M | 75k | 81.79 | |
Anadarko Petroleum Corporation | 2.2 | $6.1M | 71k | 85.93 | |
Chevron Corporation (CVX) | 2.1 | $6.0M | 51k | 118.34 | |
CenturyLink | 2.1 | $5.8M | 165k | 35.35 | |
Oracle Corporation (ORCL) | 1.9 | $5.4M | 176k | 30.71 | |
Intel Corporation (INTC) | 1.9 | $5.4M | 223k | 24.23 | |
McDonald's Corporation (MCD) | 1.9 | $5.3M | 54k | 99.00 | |
Honeywell International (HON) | 1.9 | $5.2M | 66k | 79.34 | |
Visa (V) | 1.9 | $5.3M | 29k | 182.75 | |
1.9 | $5.2M | 5.9k | 880.37 | ||
Microsoft Corporation (MSFT) | 1.7 | $4.9M | 140k | 34.55 | |
Schlumberger (SLB) | 1.7 | $4.8M | 67k | 71.66 | |
Occidental Petroleum Corporation (OXY) | 1.6 | $4.6M | 51k | 89.23 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.5 | $4.3M | 112k | 38.50 | |
Procter & Gamble Company (PG) | 1.5 | $4.1M | 54k | 76.99 | |
Walt Disney Company (DIS) | 1.5 | $4.1M | 65k | 63.15 | |
Coca-Cola Company (KO) | 1.5 | $4.1M | 102k | 40.11 | |
Whole Foods Market | 1.4 | $4.0M | 79k | 51.48 | |
International Business Machines (IBM) | 1.4 | $3.9M | 20k | 191.11 | |
Vanguard Natural Resources | 1.3 | $3.7M | 132k | 27.90 | |
iShares Dow Jones US Real Estate (IYR) | 1.3 | $3.6M | 54k | 66.43 | |
Verizon Communications (VZ) | 1.3 | $3.5M | 70k | 50.34 | |
Industries N shs - a - (LYB) | 1.2 | $3.5M | 53k | 66.26 | |
Wells Fargo & Company (WFC) | 1.2 | $3.3M | 81k | 41.27 | |
General Mills (GIS) | 1.2 | $3.3M | 68k | 48.53 | |
Halliburton Company (HAL) | 1.2 | $3.3M | 79k | 41.72 | |
Kinder Morgan Energy Partners | 1.2 | $3.2M | 38k | 85.40 | |
At&t (T) | 1.1 | $3.2M | 90k | 35.40 | |
EMC Corporation | 1.1 | $3.1M | 131k | 23.62 | |
Fluor Corporation (FLR) | 1.1 | $3.1M | 52k | 59.31 | |
Tor Dom Bk Cad (TD) | 1.1 | $3.0M | 37k | 80.37 | |
Freeport-McMoRan Copper & Gold (FCX) | 1.1 | $2.9M | 107k | 27.61 | |
BHP Billiton (BHP) | 1.0 | $2.9M | 51k | 57.66 | |
Seadrill | 1.0 | $2.9M | 70k | 40.74 | |
Amazon (AMZN) | 0.9 | $2.5M | 9.2k | 277.69 | |
E.I. du Pont de Nemours & Company | 0.9 | $2.5M | 47k | 52.50 | |
Linn Energy | 0.7 | $2.0M | 59k | 33.18 | |
Cerner Corporation | 0.7 | $1.9M | 20k | 96.09 | |
Cisco Systems (CSCO) | 0.7 | $1.9M | 77k | 24.34 | |
Amgen (AMGN) | 0.7 | $1.9M | 19k | 98.66 | |
iShares S&P World Ex-US Prop Index (WPS) | 0.7 | $1.9M | 53k | 35.21 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.7 | $1.8M | 10k | 173.88 | |
iShares MSCI BRIC Index Fund (BKF) | 0.6 | $1.8M | 53k | 34.05 | |
Caterpillar (CAT) | 0.6 | $1.8M | 21k | 82.49 | |
Simon Property (SPG) | 0.6 | $1.7M | 11k | 157.92 | |
Broadcom Corporation | 0.6 | $1.7M | 50k | 33.80 | |
Emerson Electric (EMR) | 0.6 | $1.6M | 30k | 54.54 | |
Abbvie (ABBV) | 0.6 | $1.6M | 39k | 41.34 | |
General Electric Company | 0.6 | $1.6M | 68k | 23.19 | |
Cummins (CMI) | 0.6 | $1.5M | 14k | 108.46 | |
Gilead Sciences (GILD) | 0.5 | $1.3M | 25k | 51.27 | |
Comcast Corporation (CMCSA) | 0.4 | $1.2M | 30k | 41.75 | |
Windstream Corporation | 0.4 | $1.2M | 161k | 7.71 | |
Eagle Rock Energy Partners,L.P | 0.4 | $1.2M | 157k | 7.87 | |
Walgreen Company | 0.4 | $1.2M | 27k | 44.20 | |
Alerian Mlp Etf | 0.4 | $1.2M | 66k | 17.85 | |
Citigroup (C) | 0.4 | $1.2M | 25k | 47.97 | |
SanDisk Corporation | 0.4 | $1.1M | 18k | 61.10 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.3 | $959k | 30k | 32.52 | |
Equinix | 0.3 | $938k | 5.1k | 184.72 | |
Valero Energy Corporation (VLO) | 0.3 | $902k | 26k | 34.77 | |
Royal Dutch Shell | 0.3 | $898k | 14k | 66.27 | |
CF Industries Holdings (CF) | 0.3 | $882k | 5.1k | 171.50 | |
Powershares Kbw Etf equity | 0.3 | $885k | 28k | 31.16 | |
Kraft Foods | 0.3 | $905k | 16k | 55.87 | |
ConocoPhillips (COP) | 0.3 | $849k | 14k | 60.50 | |
BlackRock | 0.3 | $787k | 3.1k | 256.85 | |
Automatic Data Processing (ADP) | 0.3 | $741k | 11k | 68.86 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $720k | 7.4k | 97.14 | |
Energy Transfer Partners | 0.3 | $733k | 15k | 50.54 | |
Pfizer (PFE) | 0.2 | $708k | 25k | 28.01 | |
Home Depot (HD) | 0.2 | $668k | 8.6k | 77.47 | |
Public Storage (PSA) | 0.2 | $675k | 4.4k | 153.33 | |
Target Corporation (TGT) | 0.2 | $618k | 9.0k | 68.86 | |
Phillips 66 (PSX) | 0.2 | $600k | 10k | 58.91 | |
Abbott Laboratories (ABT) | 0.2 | $521k | 15k | 34.88 | |
Marathon Oil Corporation (MRO) | 0.2 | $502k | 15k | 34.58 | |
CenterPoint Energy (CNP) | 0.2 | $514k | 22k | 23.49 | |
SPDR Gold Trust (GLD) | 0.2 | $468k | 3.9k | 119.11 | |
Wal-Mart Stores (WMT) | 0.2 | $449k | 6.0k | 74.49 | |
Nike (NKE) | 0.1 | $412k | 6.5k | 63.68 | |
Rio Tinto (RIO) | 0.1 | $426k | 10k | 41.08 | |
Noble Corporation Com Stk | 0.1 | $431k | 12k | 37.58 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.1 | $379k | 7.1k | 53.19 | |
eBay (EBAY) | 0.1 | $328k | 6.3k | 51.72 | |
Weingarten Realty Investors | 0.1 | $335k | 11k | 30.77 | |
American Capital Agency | 0.1 | $345k | 15k | 23.01 | |
Gamco Global Gold Natural Reso (GGN) | 0.1 | $322k | 33k | 9.76 | |
Eaton (ETN) | 0.1 | $323k | 4.9k | 65.81 | |
iShares S&P Latin America 40 Index (ILF) | 0.1 | $297k | 8.1k | 36.76 | |
iShares Morningstar Small Growth (ISCG) | 0.1 | $305k | 2.8k | 108.89 | |
Marathon Petroleum Corp (MPC) | 0.1 | $302k | 4.3k | 71.06 | |
Mondelez Int (MDLZ) | 0.1 | $294k | 10k | 28.53 | |
Amreit Inc New cl b | 0.1 | $320k | 17k | 19.34 | |
Jacobs Engineering | 0.1 | $270k | 4.9k | 55.13 | |
Plains All American Pipeline (PAA) | 0.1 | $266k | 4.8k | 55.81 | |
Magellan Midstream Partners | 0.1 | $286k | 5.2k | 54.50 | |
China Fund (CHN) | 0.1 | $290k | 15k | 19.98 | |
Express Scripts Holding | 0.1 | $266k | 4.3k | 61.74 | |
Ishares Inc emrgmkt dividx (DVYE) | 0.1 | $267k | 5.6k | 47.66 | |
Yum! Brands (YUM) | 0.1 | $248k | 3.6k | 69.34 | |
Ensco Plc Shs Class A | 0.1 | $247k | 4.2k | 58.12 | |
Exchange Traded Concepts Tr york hiinc m | 0.1 | $251k | 14k | 18.61 | |
India Fund (IFN) | 0.1 | $219k | 11k | 19.17 | |
3M Company (MMM) | 0.1 | $219k | 2.0k | 109.35 | |
Merck & Co (MRK) | 0.1 | $225k | 4.9k | 46.45 | |
Under Armour (UAA) | 0.1 | $215k | 3.6k | 59.71 | |
Ishares Tr Phill Invstmrk (EPHE) | 0.1 | $228k | 6.5k | 35.04 | |
O'reilly Automotive (ORLY) | 0.1 | $225k | 2.0k | 112.62 | |
Bank of America Corporation (BAC) | 0.1 | $189k | 15k | 12.86 | |
Cameron International Corporation | 0.1 | $208k | 3.4k | 61.16 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.1 | $204k | 3.0k | 67.05 | |
Camden Property Trust (CPT) | 0.1 | $207k | 3.0k | 69.14 |