Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SFMG LLC 01-30-2024 12-31-2023 271 1,079,218,534
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MERCK & CO INC COM 51 $3,276,220 30,052 0.00 0.00 45 0.15 12-31-2023
SELECT SECTOR SPDR TR SBI HEALTHCARE 52 $3,156,515 23,145 0.00 0.00 0 0.00 12-31-2023
VERTEX PHARMACEUTICALS INC COM 53 $3,141,598 7,721 0.00 0.00 982 14.57 12-31-2023
SPDR GOLD TR GOLD SHS 54 $3,120,277 16,322 0.00 0.00 -895 -5.20 12-31-2023
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