Adell Harriman & Carpenter as of Sept. 30, 2015
Portfolio Holdings for Adell Harriman & Carpenter
Adell Harriman & Carpenter holds 136 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $24M | 217k | 110.30 | |
| Exxon Mobil Corporation (XOM) | 5.1 | $18M | 236k | 74.35 | |
| Visa (V) | 2.7 | $9.1M | 130k | 69.66 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $8.4M | 138k | 60.97 | |
| Pepsi (PEP) | 2.2 | $7.6M | 81k | 94.30 | |
| Equinix (EQIX) | 2.2 | $7.6M | 28k | 273.39 | |
| Starbucks Corporation (SBUX) | 2.2 | $7.5M | 132k | 56.84 | |
| Enterprise Products Partners (EPD) | 2.1 | $7.3M | 292k | 24.90 | |
| Johnson & Johnson (JNJ) | 2.1 | $7.2M | 77k | 93.35 | |
| Walt Disney Company (DIS) | 2.0 | $7.0M | 68k | 102.20 | |
| Honeywell International (HON) | 1.8 | $6.1M | 65k | 94.69 | |
| Blackstone | 1.8 | $6.0M | 191k | 31.67 | |
| Gilead Sciences (GILD) | 1.7 | $5.9M | 60k | 98.19 | |
| United Technologies Corporation | 1.7 | $5.7M | 64k | 88.99 | |
| Intel Corporation (INTC) | 1.6 | $5.5M | 182k | 30.14 | |
| Industries N shs - a - (LYB) | 1.6 | $5.4M | 65k | 83.36 | |
| Amazon (AMZN) | 1.4 | $5.0M | 9.7k | 511.89 | |
| Anadarko Petroleum Corporation | 1.4 | $4.9M | 81k | 60.39 | |
| Microsoft Corporation (MSFT) | 1.4 | $4.7M | 107k | 44.26 | |
| Oracle Corporation (ORCL) | 1.4 | $4.7M | 130k | 36.12 | |
| Home Depot (HD) | 1.3 | $4.6M | 40k | 115.49 | |
| Pfizer (PFE) | 1.3 | $4.5M | 144k | 31.41 | |
| American Tower Reit (AMT) | 1.3 | $4.5M | 51k | 87.98 | |
| At&t (T) | 1.3 | $4.4M | 137k | 32.58 | |
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $4.4M | 6.9k | 638.37 | |
| Wells Fargo & Company (WFC) | 1.3 | $4.3M | 85k | 51.35 | |
| Procter & Gamble Company (PG) | 1.3 | $4.4M | 61k | 71.94 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $4.4M | 7.2k | 608.42 | |
| CenturyLink | 1.3 | $4.3M | 171k | 25.12 | |
| Schlumberger (SLB) | 1.2 | $4.3M | 62k | 68.97 | |
| Nike (NKE) | 1.2 | $4.2M | 34k | 122.97 | |
| Qualcomm (QCOM) | 1.2 | $4.2M | 78k | 53.73 | |
| Abbvie (ABBV) | 1.2 | $4.2M | 77k | 54.41 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.2 | $4.2M | 127k | 32.78 | |
| Amgen (AMGN) | 1.2 | $4.1M | 30k | 138.32 | |
| Simon Property (SPG) | 1.2 | $4.1M | 22k | 183.72 | |
| Verizon Communications (VZ) | 1.1 | $3.7M | 85k | 43.51 | |
| Facebook Inc cl a (META) | 1.1 | $3.6M | 41k | 89.90 | |
| Celgene Corporation | 1.1 | $3.6M | 33k | 108.17 | |
| iShares Dow Jones US Real Estate (IYR) | 1.1 | $3.6M | 51k | 70.95 | |
| Comcast Corporation (CMCSA) | 1.0 | $3.5M | 62k | 56.88 | |
| iShares NASDAQ Biotechnology Index (IBB) | 1.0 | $3.4M | 11k | 303.33 | |
| Kinder Morgan (KMI) | 1.0 | $3.4M | 122k | 27.68 | |
| General Electric Company | 1.0 | $3.3M | 132k | 25.22 | |
| McDonald's Corporation (MCD) | 0.9 | $3.0M | 31k | 98.53 | |
| General Mills (GIS) | 0.8 | $2.9M | 51k | 56.13 | |
| Cisco Systems (CSCO) | 0.8 | $2.8M | 106k | 26.25 | |
| Phillips 66 (PSX) | 0.8 | $2.6M | 34k | 76.84 | |
| Danaher Corporation (DHR) | 0.8 | $2.6M | 30k | 85.21 | |
| Whole Foods Market | 0.7 | $2.5M | 79k | 31.65 | |
| Halliburton Company (HAL) | 0.7 | $2.3M | 64k | 35.35 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $2.2M | 47k | 46.33 | |
| Chevron Corporation (CVX) | 0.6 | $2.1M | 27k | 78.88 | |
| Netflix (NFLX) | 0.6 | $2.1M | 20k | 103.26 | |
| BlackRock | 0.6 | $2.0M | 6.8k | 297.47 | |
| Cerner Corporation | 0.6 | $2.0M | 33k | 59.96 | |
| Occidental Petroleum Corporation (OXY) | 0.6 | $2.0M | 30k | 66.15 | |
| Tor Dom Bk Cad (TD) | 0.6 | $2.0M | 51k | 39.42 | |
| Cummins (CMI) | 0.6 | $2.0M | 18k | 108.58 | |
| Powershares Kbw Etf equity | 0.6 | $2.0M | 66k | 29.73 | |
| Citigroup (C) | 0.6 | $1.9M | 39k | 49.61 | |
| iShares S&P World Ex-US Prop Index (WPS) | 0.5 | $1.8M | 52k | 34.85 | |
| EMC Corporation | 0.5 | $1.7M | 72k | 24.16 | |
| E.I. du Pont de Nemours & Company | 0.5 | $1.7M | 35k | 48.20 | |
| ConocoPhillips (COP) | 0.5 | $1.6M | 33k | 47.96 | |
| Valero Energy Corporation (VLO) | 0.5 | $1.5M | 26k | 60.10 | |
| Coca-Cola Company (KO) | 0.4 | $1.5M | 37k | 40.12 | |
| Whirlpool Corporation (WHR) | 0.4 | $1.3M | 8.9k | 147.26 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $1.2M | 21k | 57.32 | |
| Communications Sales&leas Incom us equities / etf's | 0.3 | $1.2M | 67k | 17.90 | |
| Chipotle Mexican Grill (CMG) | 0.3 | $1.1M | 1.6k | 720.25 | |
| salesforce (CRM) | 0.3 | $1.1M | 15k | 69.43 | |
| ProShares Ultra QQQ (QLD) | 0.3 | $1.0M | 16k | 65.05 | |
| PowerShrs CEF Income Cmpst Prtfl | 0.3 | $1.0M | 49k | 21.00 | |
| Biogen Idec (BIIB) | 0.3 | $976k | 3.3k | 291.81 | |
| Energy Transfer Partners | 0.3 | $989k | 24k | 41.07 | |
| SanDisk Corporation | 0.3 | $994k | 18k | 54.33 | |
| International Business Machines (IBM) | 0.3 | $926k | 6.4k | 144.97 | |
| Public Storage (PSA) | 0.3 | $874k | 4.1k | 211.63 | |
| Hca Holdings (HCA) | 0.3 | $882k | 11k | 77.36 | |
| KKR & Co | 0.2 | $839k | 50k | 16.78 | |
| Kraft Heinz (KHC) | 0.2 | $845k | 12k | 70.58 | |
| Alerian Mlp Etf | 0.2 | $803k | 64k | 12.48 | |
| Plains All American Pipeline (PAA) | 0.2 | $788k | 26k | 30.38 | |
| CenterPoint Energy (CNP) | 0.2 | $757k | 42k | 18.04 | |
| Kirby Corporation (KEX) | 0.2 | $700k | 11k | 61.95 | |
| iShares Dow Jones US Health Care (IHF) | 0.2 | $719k | 5.8k | 123.88 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $724k | 13k | 54.65 | |
| Automatic Data Processing (ADP) | 0.2 | $690k | 8.6k | 80.36 | |
| Unilever | 0.2 | $685k | 17k | 40.20 | |
| Allergan | 0.2 | $684k | 2.5k | 271.81 | |
| Emerson Electric (EMR) | 0.2 | $639k | 15k | 44.17 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $619k | 5.7k | 109.04 | |
| Fluor Corporation (FLR) | 0.2 | $618k | 15k | 42.35 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $572k | 9.1k | 62.61 | |
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $565k | 4.3k | 132.81 | |
| Williams Companies (WMB) | 0.2 | $554k | 15k | 36.85 | |
| Invesco (IVZ) | 0.2 | $543k | 17k | 31.23 | |
| Royal Dutch Shell | 0.1 | $514k | 11k | 47.48 | |
| Solarcity | 0.1 | $503k | 12k | 42.71 | |
| POWERSHARES ETF TRUST II KBW HG Yld Fin | 0.1 | $457k | 21k | 21.95 | |
| Eaton (ETN) | 0.1 | $444k | 8.7k | 51.30 | |
| Alibaba Group Holding (BABA) | 0.1 | $430k | 7.3k | 58.97 | |
| Caterpillar (CAT) | 0.1 | $405k | 6.2k | 65.36 | |
| Abbott Laboratories (ABT) | 0.1 | $369k | 9.2k | 40.22 | |
| Ishares Tr epra/nar dev eur | 0.1 | $391k | 10k | 38.36 | |
| CF Industries Holdings (CF) | 0.1 | $346k | 7.7k | 44.90 | |
| iShares Morningstar Small Growth (ISCG) | 0.1 | $328k | 2.6k | 128.68 | |
| Duke Energy (DUK) | 0.1 | $336k | 4.7k | 71.94 | |
| Gopro (GPRO) | 0.1 | $356k | 11k | 31.22 | |
| Devon Energy Corporation (DVN) | 0.1 | $297k | 8.0k | 37.09 | |
| Yum! Brands (YUM) | 0.1 | $316k | 4.0k | 79.95 | |
| UnitedHealth (UNH) | 0.1 | $305k | 2.6k | 116.02 | |
| Yahoo! | 0.1 | $299k | 10k | 28.91 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $313k | 2.9k | 109.20 | |
| Weingarten Realty Investors | 0.1 | $307k | 9.3k | 33.11 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.1 | $321k | 6.6k | 48.66 | |
| Bank of America Corporation (BAC) | 0.1 | $259k | 17k | 15.58 | |
| Wal-Mart Stores (WMT) | 0.1 | $261k | 4.0k | 64.84 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $266k | 1.4k | 191.55 | |
| Nextera Energy (NEE) | 0.1 | $273k | 2.8k | 97.55 | |
| Micron Technology (MU) | 0.1 | $265k | 18k | 14.98 | |
| iShares MSCI BRIC Index Fund (BKF) | 0.1 | $265k | 8.9k | 29.80 | |
| Chestnut Street Exchange (CHNTX) | 0.1 | $275k | 550.00 | 499.75 | |
| Exchange Traded Concepts Tr sust no am oil | 0.1 | $278k | 16k | 17.79 | |
| Williams Partners | 0.1 | $284k | 8.9k | 31.92 | |
| 3M Company (MMM) | 0.1 | $249k | 1.8k | 141.77 | |
| CVS Caremark Corporation (CVS) | 0.1 | $223k | 2.3k | 96.48 | |
| Altria (MO) | 0.1 | $231k | 4.3k | 54.40 | |
| Philip Morris International (PM) | 0.1 | $246k | 3.1k | 79.33 | |
| New York Community Ban | 0.1 | $235k | 13k | 18.06 | |
| BHP Billiton (BHP) | 0.1 | $222k | 7.0k | 31.62 | |
| Eli Lilly & Co. (LLY) | 0.1 | $205k | 2.5k | 83.69 | |
| Newfield Exploration | 0.1 | $203k | 6.2k | 32.90 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $213k | 1.7k | 122.28 | |
| Camden Property Trust (CPT) | 0.1 | $211k | 2.9k | 73.90 |