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Ishares High Dividend Equity F shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $24M 369k 65.36
2012-06-30 $15M 249k 58.97
2011-12-31 $11M 199k 55.50

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F