Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SFMG LLC | 05-07-2024 | 03-31-2024 | 283 | 1,163,245,013 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 3 7 YR TREAS BD | 51 | $3,605,152 | 31,130 | 0.00 | 0.00 | -4,494 | -12.62 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 52 | $3,419,211 | 23,145 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STARBUCKS CORP | COM | 53 | $3,412,750 | 37,343 | 0.00 | 0.00 | 503 | 1.37 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 54 | $3,392,197 | 5,836 | 0.00 | 0.00 | 118 | 2.06 | 03-31-2024 |
