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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SFMG, LLC

Quarter ended Q3 2024 · Filed November 25, 2024 · Accession 0001512026-24-000006

Total Value
$1.23B
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1ATMOS ENERGY CORPATO1,051,705$145.9M11.83%
2ISHARES TR464287200247,405$142.7M11.57%
3INVESCO EXCHANGE TRADED FD TIVZ1,638,506$110.2M8.94%
4GOLDMAN SACHS ETF TRNVGLF807,979$91.3M7.40%
5SPDR SER TR78468R812508,441$80.1M6.49%
6VANECK ETF TRUST92189F643583,753$56.6M4.59%
7APPLE INCAAPL222,415$51.8M4.20%
8PACER FDS TR69374H881846,228$48.9M3.97%
9BERKSHIRE HATHAWAY INC DELBRK-A102,228$47.1M3.81%
10MICROSOFT CORPMSFT67,962$29.2M2.37%
11SCHWAB STRATEGIC TR808524680635,242$22.2M1.80%
12AMAZON COM INCAMZN95,460$17.8M1.44%
13NVIDIA CORPORATIONNVDA145,698$17.7M1.43%
14J P MORGAN EXCHANGE TRADED F46641Q332220,902$13.1M1.07%
15SPDR S&P 500 ETF TRSPY22,485$12.9M1.05%
16ALPHABET INCGOOG69,938$11.7M0.95%
17APPLIED MATLS INC03822210554,967$11.1M0.90%
18WALMART INCWMT117,677$9.5M0.77%
19ARES CAPITAL CORPARCC439,503$9.2M0.75%
20RTX CORPORATIONRTX73,978$9.0M0.73%
21ADVANCED MICRO DEVICES INCAMD52,789$8.7M0.70%
22CONOCOPHILLIPSCOP66,019$7.0M0.56%
23SCHWAB STRATEGIC TR80852420195,474$6.5M0.53%
24SALESFORCE INCCRM23,348$6.4M0.52%
25META PLATFORMS INCMETA11,020$6.3M0.51%
26CSX CORPCSX175,838$6.1M0.49%
27VISA INCV21,761$6.0M0.49%
28HONEYWELL INTL INC43851610628,393$5.9M0.48%
29CBRE GROUP INCCBRE47,016$5.9M0.47%
30PALO ALTO NETWORKS INCPANW16,836$5.8M0.47%
31FIDELITY COVINGTON TRUST316092121189,092$5.7M0.47%
32ISHARES TR46428751562,351$5.6M0.45%
33INVESCO QQQ TRIVZ11,205$5.5M0.44%
34CISCO SYS INCCSCO91,533$4.9M0.39%
35BLACKROCK INCBLK5,048$4.8M0.39%
36FIRST TR NASDAQ 100 TECH IND33734510223,008$4.4M0.36%
37VERIZON COMMUNICATIONS INCVZ97,755$4.4M0.36%
38MEDTRONIC PLCMDT47,119$4.2M0.34%
39THERMO FISHER SCIENTIFIC INCTMO6,160$3.8M0.31%
40SCHWAB CHARLES CORPSCHW-PJ58,542$3.8M0.31%
41KINDER MORGAN INC DELEP-PC169,012$3.7M0.30%
42SCHLUMBERGER LTDSLB88,398$3.7M0.30%
43VERTEX PHARMACEUTICALS INCVRTX7,745$3.6M0.29%
44SPDR GOLD TRGLD14,415$3.5M0.28%
45STELLANTIS N.VSTLA236,493$3.3M0.27%
46JPMORGAN CHASE & CO.VYLD15,455$3.3M0.26%
47ALPHABET INCGOOG19,224$3.2M0.26%
48COSTCO WHSL CORP NEW22160K1053,410$3.0M0.25%
49FIRST TR EXCHANGE TRADED FD33734X84650,473$3.0M0.24%
50LULULEMON ATHLETICA INCLULU10,998$3.0M0.24%
51TESLA INCTSLA11,255$2.9M0.24%
52VANGUARD INDEX FDS9229083635,580$2.9M0.24%
53ISHARES TR46428866124,406$2.9M0.24%
54SELECT SECTOR SPDR TR81369Y20918,299$2.8M0.23%
55BROADCOM INCAVGO15,695$2.7M0.22%
56ELI LILLY & COLLY2,990$2.6M0.21%
57SPDR SER TR78464A80537,607$2.6M0.21%
58DEVON ENERGY CORP NEW25179M10364,871$2.5M0.21%
59FS KKR CAP CORPFSK127,286$2.5M0.20%
60TEXAS INSTRS INC88250810411,819$2.4M0.20%
61HEALTHPEAK PROPERTIES INCDOC98,156$2.2M0.18%
62EXXON MOBIL CORPXOM18,856$2.2M0.18%
63JOHNSON & JOHNSONJNJ13,624$2.2M0.18%
64HILTON WORLDWIDE HLDGS INCHLT9,247$2.1M0.17%
65FIDELITY WISE ORIGIN BITCOINFBTC37,577$2.1M0.17%
66PEPSICO INCPEP12,245$2.1M0.17%
67HOME DEPOT INCHD5,035$2.0M0.17%
68INNOVATOR ETFS TRUSTINHD65,275$2.0M0.16%
69PALANTIR TECHNOLOGIES INCPLTR51,281$1.9M0.15%
70FIRST TR EXCHANGE-TRADED FD33733B10016,825$1.8M0.15%
71INNOVATOR ETFS TRUSTINHD50,575$1.8M0.15%
72INNOVATOR ETFS TRUSTINHD51,437$1.8M0.15%
73BLACKSTONE INCBX11,407$1.7M0.14%
74EATON CORP PLCETN5,046$1.7M0.14%
75HILTON GRAND VACATIONS INCHGV43,405$1.6M0.13%
76MCDONALDS CORPMCD4,859$1.5M0.12%
77PROCTER AND GAMBLE CO7427181098,392$1.5M0.12%
78JACOBS SOLUTIONS INCJ10,990$1.4M0.12%
79BRISTOL-MYERS SQUIBB COCELG-RI27,555$1.4M0.12%
80NETFLIX INCNFLX1,996$1.4M0.11%
81CHEVRON CORP NEWCVX9,510$1.4M0.11%
82PLAINS GP HLDGS L PPAGP75,489$1.4M0.11%
83ABBVIE INCABBV7,060$1.4M0.11%
84LOWES COS INC5486611074,954$1.3M0.11%
85THE CIGNA GROUP1255231003,862$1.3M0.11%
86KIMBERLY-CLARK CORPKMB9,047$1.3M0.10%
87GRANITE RIDGE RESOURCES INCGRNT191,420$1.1M0.09%
88DARDEN RESTAURANTS INCDRI6,692$1.1M0.09%
89AMPLIFY ETF TR03210840926,332$1.1M0.09%
90MCKESSON CORPMCK2,161$1.1M0.09%
91SOUTHWEST AIRLS CO84474110835,673$1.1M0.09%
92TJX COS INC NEW8725401098,801$1.0M0.08%
93INTERNATIONAL BUSINESS MACHSINTR4,655$1.0M0.08%
94VANECK ETF TRUST92189F6764,140$1.0M0.08%
95MERCK & CO INCMRK8,648$982,1220.08%
96PAYCHEX INCPAYX7,132$957,0510.08%
97TRANE TECHNOLOGIES PLCTT2,441$948,8040.08%
98BUILDERS FIRSTSOURCE INCBLDR4,886$947,2000.08%
99ISHARES TR4642871507,264$912,5310.07%
100ISHARES TR4642882577,592$907,6240.07%
101APOLLO GLOBAL MGMT INC03769M1067,220$901,8210.07%
102UNITEDHEALTH GROUP INCUNH1,537$898,4290.07%
103MARSH & MCLENNAN COS INC5717481023,965$884,5200.07%
104KLA CORPKLAC1,130$874,7760.07%
105CONSTELLATION BRANDS INCSTZ3,346$862,1430.07%
106INVESCO EXCH TRADED FD TR IIIVZ17,011$860,2460.07%
107AUTOMATIC DATA PROCESSING INADP3,041$841,6660.07%
108STELLAR BANCORP INCSTEL30,711$795,1080.06%
109ACCENTURE PLC IRELANDACN2,221$785,1480.06%
110SOUTHSTATE CORPORATIONSSB7,700$748,2860.06%
111AMGEN INCAMGN2,298$740,3160.06%
112WILLIAMS COS INC96945710016,044$732,4030.06%
113EXCHANGE TRADED CONCEPTS TRU30150570712,113$691,2760.06%
114BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.06%
115COCA COLA COKO9,582$688,5770.06%
116VANGUARD INDEX FDS9229087692,424$686,5090.06%
117DIGITAL RLTY TR INC2538681034,208$680,9900.06%
118SCHWAB STRATEGIC TR8085247899,332$656,6930.05%
119VANGUARD INDEX FDS9229087361,689$648,4580.05%
120DANAHER CORPORATION2358511022,332$648,3180.05%
121DIMENSIONAL ETF TRUST25434V40110,393$646,4490.05%
122ONEOK INC NEWOKE7,058$643,2050.05%
123PHILIP MORRIS INTL INC7181721095,263$638,9500.05%
124ORACLE CORPORCL-PD3,590$611,7990.05%
125ISHARES TR4642887864,705$607,1800.05%
126ISHARES TR4642887604,035$603,7970.05%
127UNION PAC CORPUNP2,326$573,3880.05%
128AMPLIFY ETF TR0321086648,381$572,2550.05%
129CATERPILLAR INCCAT1,458$570,1340.05%
130SOUTHERN COSOMN6,153$554,8980.04%
131ALPS ETF TR00162Q45211,750$553,7780.04%
132DEERE & CODE1,323$552,1510.04%
133MARTIN MARIETTA MATLS INC5732841061,024$551,1680.04%
134INVESCO EXCH TRADED FD TR IIIVZ10,043$545,0630.04%
135ISHARES TR4642876141,429$536,4180.04%
136ISHARES TR46429B6975,838$533,0680.04%
137ABBOTT LABSABLZF4,622$526,9680.04%
138MOTOROLA SOLUTIONS INCMSI1,171$526,4460.04%
139ANALOG DEVICES INCADI2,252$518,4000.04%
140SEAGATE TECHNOLOGY HLDNGS PLSE4,690$513,7400.04%
141LOCKHEED MARTIN CORPLMT873$510,1000.04%
142XCEL ENERGY INCXELLL7,675$501,1780.04%
143ISHARES TR4642874995,637$496,8010.04%
144ENERGY TRANSFER L PET-PI30,814$494,5620.04%
145CHUBB LIMITEDCB1,681$484,6590.04%
146MARATHON PETE CORPMARA2,953$481,0380.04%
147UBER TECHNOLOGIES INCUBER6,180$464,5030.04%
148TARGA RES CORPTRGP3,131$463,4190.04%
149CHENIERE ENERGY INCLNG2,567$461,6680.04%
150ENTERPRISE PRODS PARTNERS L29379210715,746$458,3660.04%
151DICKS SPORTING GOODS INC2533931022,175$453,9230.04%
152AT&T INCT-PC20,405$448,9080.04%
153VANGUARD BD INDEX FDS9219378355,956$447,3550.04%
154CLOROX CO DELCLX2,732$445,1190.04%
155INVESCO EXCHANGE TRADED FD TIVZ2,453$439,4680.04%
156BOEING COBA-PA2,882$438,1390.04%
157ISHARES TR4642873094,523$433,0990.04%
158VANGUARD INDEX FDS9229087442,475$432,0610.04%
159ALTRIA GROUP INCMO8,456$431,5990.03%
160MSCI INCMSCI734$427,8420.03%
161WELLTOWER INCWELL3,301$422,5630.03%
162INVESCO EXCHANGE TRADED FD TIVZ5,481$420,0640.03%
163FIDELITY COVINGTON TRUST3160928082,396$418,1020.03%
164INDEPENDENCE RLTY TR INC45378A10620,302$416,1860.03%
165ASML HOLDING N VASMLF496$412,8750.03%
166BANK AMERICA CORP06050510410,363$411,2220.03%
167VANGUARD WORLD FD92204A702700$410,5640.03%
168DISNEY WALT CO2546871064,242$408,0560.03%
169CME GROUP INCCME1,833$404,5450.03%
170SCHWAB CHARLES FAMILY FDSCHW-PJ400,806$400,8060.03%
171VANGUARD SPECIALIZED FUNDS9219088442,014$398,8080.03%
172GE AEROSPACE3696043012,037$384,1560.03%
173VANGUARD SCOTTSDALE FDS92206C6644,265$381,1200.03%
174ADOBE INCADBE734$380,0140.03%
175PLBY GROUP INCPLBY500,000$379,2000.03%
176VANGUARD SCOTTSDALE FDS92206C1026,417$378,7470.03%
177KOSMOS ENERGY LTDKOS93,480$376,7240.03%
178LABCORP HOLDINGS INCLH1,683$376,1170.03%
179NORTHROP GRUMMAN CORPNOC711$375,6880.03%
180INTERCONTINENTAL EXCHANGE IN45866F1042,337$375,3500.03%
181AMPLIFY ETF TR0321086079,769$366,5170.03%
182AMENTUM HOLDINGS INCAMTM10,990$354,4270.03%
183VALERO ENERGY CORPVLO2,592$349,9520.03%
184GENERAL MLS INC3703341044,641$342,7380.03%
185INTERNATIONAL PAPER CO4601461037,003$342,1190.03%
186SCHWAB STRATEGIC TR8085246076,537$336,6810.03%
187HCA HEALTHCARE INCHCA824$334,6950.03%
188TEXAS PACIFIC LAND CORPORATITPL378$334,4320.03%
189ISHARES TR46434V6137,087$333,9370.03%
190ISHARES TR46432F8424,143$323,3610.03%
191ILLINOIS TOOL WKS INC4523081091,232$322,7390.03%
192EOG RES INCEOG2,618$321,8310.03%
193ISHARES TR4642886879,664$321,1270.03%
194ISHARES TR4642875723,235$320,7950.03%
195COMCAST CORP NEWCCZ7,666$320,2150.03%
196WEST PHARMACEUTICAL SVSC INC9553061051,046$314,1050.03%
197DOMINION ENERGY INCD5,405$312,3800.03%
198BRIGHT HORIZONS FAM SOL IN D1091941002,226$311,9290.03%
199ISHARES TR46429B6632,625$308,7550.03%
200GRAYSCALE BITCOIN TR BTCGBTC6,063$306,1820.02%
201QUALCOMM INCQCOM1,779$302,4410.02%
202ENBRIDGE INCENNPF7,341$298,1180.02%
203DRAFTKINGS INC NEWDKNG7,425$291,0600.02%
204MATADOR RES COMTDR5,797$286,4880.02%
205WESTERN DIGITAL CORP.WDC4,081$278,7040.02%
206PFIZER INCPFE9,538$276,0410.02%
207OLD REP INTL CORP6802231047,793$276,0280.02%
208ARBOR REALTY TRUST INCABR-PF17,509$272,4400.02%
209ISHARES TR4642878042,323$271,6830.02%
210HOULIHAN LOKEY INCHLI1,709$270,0560.02%
211S&P GLOBAL INCSPGI522$269,5640.02%
212VANGUARD WORLD FD9219108731,300$268,6320.02%
213EDGEWISE THERAPEUTICS INCEWTX10,000$266,9000.02%
214AIR PRODS & CHEMS INCAIIR869$258,8320.02%
215ETFS GOLD TR00326A10410,000$251,3000.02%
216FISERV INCFISV1,376$247,2080.02%
217VANECK ETF TRUST92189F6356,265$245,1960.02%
218SPDR DOW JONES INDL AVERAGE78467X109560$236,8550.02%
219OREILLY AUTOMOTIVE INC67103H107204$235,0650.02%
220PAYPAL HLDGS INCPYPL3,002$234,2620.02%
221SPROUTS FMRS MKT INC85208M1022,120$234,0690.02%
222DIAMONDBACK ENERGY INCFANG1,351$232,8320.02%
223API GROUP CORPAPG7,036$232,3290.02%
224TRAVELERS COMPANIES INCTRV986$230,8470.02%
225HENRY JACK & ASSOC INC4262811011,303$230,0320.02%
226DUKE ENERGY CORP NEWDUKB1,990$229,4470.02%
227DELL TECHNOLOGIES INCDELL1,935$229,3950.02%
228NEXTERA ENERGY INCNEE-PW2,711$229,1470.02%
229ZOETIS INCZTS1,164$227,4180.02%
230ASTRAZENECA PLCAZN2,915$227,1140.02%
231COTERRA ENERGY INCCTRA9,474$226,9020.02%
232SERVICENOW INCNOW252$225,5670.02%
233CROWDSTRIKE HLDGS INCCRWD798$223,9130.02%
234UNITED PARCEL SERVICE INCUPS1,635$222,8900.02%
235COMSTOCK RES INCLODE20,000$222,6000.02%
236GRAINGER W W INC384802104214$222,3050.02%
237AMERICAN ELEC PWR CO INC0255371012,150$220,5900.02%
238MPLX LPMPLXP4,952$220,1660.02%
239SHELL PLCRYDAF3,318$218,8390.02%
240NOVO-NORDISK A SNONOF1,815$216,1060.02%
241ISHARES TR46432F8594,403$214,3380.02%
242HP INCHPQ5,937$212,9510.02%
243ISHARES TR46435G2683,119$211,2500.02%
244JOHNSON CTLS INTL PLCG515021052,704$209,8890.02%
245DHT HOLDINGS INCDHT19,015$209,7350.02%
246EPR PPTYS26884U3076,834$209,3250.02%
247CONSOLIDATED EDISON INCED1,999$208,1280.02%
248NASDAQ INCNDAQ2,841$207,4210.02%
249CORNING INCGLW4,549$205,3750.02%
250CANADIAN PACIFIC KANSAS CITYCP2,365$202,2990.02%
251PHILLIPS 66PSX1,534$201,7080.02%
252NUVEEN MUNICIPAL CREDIT INCNU12,680$166,1080.01%
253HUNTINGTON BANCSHARES INCHBANP11,137$163,7070.01%
254BLACKROCK MUNIYIELD FD INCBLK14,213$162,4550.01%
255BLACKROCK MUNIYIELD QUALITYBLK13,526$162,3120.01%
256BLACKROCK MUNICIPAL INCOMEBLK12,732$160,1690.01%
257BLACKROCK MUNIVEST FD INCBLK20,753$157,7230.01%
258NUVEEN QUALITY MUNCP INCOMENU12,709$157,3370.01%
259NUVEEN AMT FREE QLTY MUN INCNU13,049$156,1970.01%
260BLACKROCK MUNIHOLDINGS QUALIBLK14,312$152,9950.01%
261BLACKROCK MUNIHOLDINGS FD INBLK12,093$152,9760.01%
262VALLEY NATL BANCORP91979410710,156$92,0130.01%
263CORE SCIENTIFIC INC NEW21874A11410,356$69,5920.01%
264PARSONS CORP DELPSN28,000$63,9540.01%
265TILRAY BRANDS INCTLRY33,854$59,5830.00%
266STRIDE INCLRN35,000$58,6710.00%
267INSIGHT ENTERPRISES INCNSIT14,000$44,1720.00%
268BLEND LABS INCBLND11,234$42,1280.00%
269CIPHER MINING INC17253J10610,000$38,7000.00%
270CRONOS GROUP INCCRON17,622$38,5920.00%
271VISHAY INTERTECHNOLOGY INCVSH35,000$34,0260.00%
272PACIRA BIOSCIENCES INCPCRX24,000$22,7310.00%
273GROWGENERATION CORPGRWG10,349$22,0430.00%
274CHEESECAKE FACTORY INCCAKE23,000$21,8270.00%