Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SFMG, LLC
  City: PLANO
  State: TX
  Zip: 75093
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,163,027,000
  Total Value Change : $84,006,000
  Securities Held Change : 12
   
All Securities Held : 277
  New Positions : 24
  Closed Positions : 14
  Increased Positions : 116
  Unchanged Positions : 47
  Decreased Positions : 90

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 23     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FDIF)1 Year Chart         FDIF Fidelity Disruptors Etf 33 New $0.00 $4,967,000 172,870 0.43% 4,967,000 172,870 4.514    N/A
   (MCK)1 Year Chart         MCK McKesson Corp 89 New $531.10 $1,160,000 2,161 0.1% 1,160,000 2,161 0.001    Drugs Wholesale
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 110 New $231.69 $720,000 3,341 0.06% 720,000 3,341 0.002    Biotechnology
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 140 New $0.00 $519,000 8,216 0.04% 519,000 8,216 0.002    N/A
   (TM)1 Year Chart         TM Toyota Motor Corporation (ADR) 211 New $232.88 $266,000 1,056 0.02% 266,000 1,056 0.001    Auto Manufacturers
   (D)1 Year Chart         D Dominion Energy Inc 212 New $50.43 $266,000 5,405 0.02% 266,000 5,405 0    Electric Utilities
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 213 New $185.97 $265,000 1,336 0.02% 265,000 1,336 0.002    Independent Oil & Gas
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 226 New $0.00 $232,000 3,737 0.02% 232,000 3,737 0.042    N/A
   (PSX)1 Year Chart         PSX Phillips 66 227 New $136.76 $232,000 1,421 0.02% 232,000 1,421 0    Oil & Gas Refining, P...
   (SYK)1 Year Chart         SYK Stryker Corp 231 New $344.98 $225,000 628 0.02% 225,000 628 0.001    Medical Instruments &...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 233 New $134.98 $220,000 1,927 0.02% 220,000 1,927 0.001    N/A
   (FISV)1 Year Chart         FISV Fiserv Inc 238 New $148.94 $217,000 1,360 0.02% 217,000 1,360 0    Business Software & S...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 237 New $0.00 $217,000 4,750 0.02% 217,000 4,750 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 240 New $142.50 $215,000 1,671 0.02% 215,000 1,671 0    Drug Manufacturers - ...
   (SHEL)1 Year Chart         SHEL Shell plc 241 New $69.00 $213,000 3,183 0.02% 213,000 3,183 0    Integrated Oil & Gas
   (TGT)1 Year Chart         TGT Target Corp 242 New $141.16 $212,000 1,194 0.02% 212,000 1,194 0.007    Discount, Variety Stores
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 245 New $60.64 $208,000 3,101 0.02% 208,000 3,101 0    N/A
   (MPLX)1 Year Chart         MPLX Mplx Lp 247 New $41.11 $206,000 4,952 0.02% 206,000 4,952 0    Oil & Gas Pipelines &...
   (GWW)1 Year Chart         GWW WW Grainger Inc 249 New $906.79 $204,000 201 0.02% 204,000 201 0    Electronics Wholesale
   (BRKR)1 Year Chart         BRKR Bruker Corp 250 New $64.53 $202,000 2,147 0.02% 202,000 2,147 0.005    Scientific & Technica...
   (ABR)1 Year Chart         ABR Arbor Realty Trust Inc 265 New $13.69 $133,000 10,009 0.01% 133,000 10,009 0.008    REIT - Diversified
   (PTON)1 Year Chart         PTON Peloton Interactive, Inc. 266 New $0.00 $103,000 24,102 0.01% 103,000 24,102 0.008    N/A
   (BREZW)1 Year Chart         BREZW Breeze Holdings Acquisition... 267 New $0.00 $95,000 75,474 0.01% 95,000 75,474 0.084    N/A

      23 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results