| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEXTERA ENERGY INC | 283,080 | 33,816,000 | 19.27% | ||
| 2 | NEXTERA ENERGY PARTNERS LP | 511,933 | 13,074,000 | 7.45% | ||
| 3 | MAGELLAN MIDSTREAM PRTNRS LP | 101,833 | 7,701,000 | 4.39% | ||
| 4 | BERKSHIRE HATHAWAY INC DEL | 46,725 | 7,615,000 | 4.34% | ||
| 5 | ISHARES TR | 31,072 | 6,990,000 | 3.98% | ||
| 6 | BANK AMER CORP | 309,394 | 6,837,000 | 3.90% | ||
| 7 | PFIZER INC | 204,971 | 6,657,000 | 3.79% | ||
| 8 | GENERAL ELECTRIC CO | 207,401 | 6,553,000 | 3.73% | ||
| 9 | PIMCO DYNAMIC CR INCOME FD | 316,596 | 6,401,000 | 3.65% | ||
| 10 | BP PLC | 169,186 | 6,324,000 | 3.60% | ||
| 11 | SPDR SER TR | 127,503 | 5,542,000 | 3.16% | ||
| 12 | ENTERPRISE PRODS PARTNERS L | 203,147 | 5,493,000 | 3.13% | ||
| 13 | BLACKROCK MUN 2030 TAR TERM | 205,940 | 4,495,000 | 2.56% | ||
| 14 | BLACKROCK CR ALLOCATION INCO | 316,860 | 4,109,000 | 2.34% | ||
| 15 | CHEVRON CORP NEW | 34,285 | 4,035,000 | 2.30% | ||
| 16 | UNILEVER PLC | 99,078 | 4,032,000 | 2.30% | ||
| 17 | BLACKROCK MUN 2020 TERM TR | 263,855 | 4,007,000 | 2.28% | ||
| 18 | REALTY INCOME CORP | 65,295 | 3,753,000 | 2.14% | ||
| 19 | VANGUARD INTL EQUITY INDEX F | 61,000 | 3,721,000 | 2.12% | ||
| 20 | MERCK & CO INC | 49,769 | 2,929,000 | 1.67% | ||
| 21 | WELLTOWER INC | 42,373 | 2,836,000 | 1.62% | ||
| 22 | YAHOO INC | 66,850 | 2,585,000 | 1.47% | ||
| 23 | ONEOK PARTNERS LP | 54,014 | 2,323,000 | 1.32% | ||
| 24 | GENERAL MTRS CO | 64,003 | 2,229,000 | 1.27% | ||
| 25 | OPKO HEALTH INC | 215,743 | 2,006,000 | 1.14% | ||
| 26 | GOLDCORP INC NEW | 141,903 | 1,929,000 | 1.10% | ||
| 27 | FORD MTR CO DEL | 145,848 | 1,769,000 | 1.01% | ||
| 28 | VODAFONE GROUP PLC NEW | 62,200 | 1,519,000 | 0.87% | ||
| 29 | APPLE INC | 9,517 | 1,102,000 | 0.63% | ||
| 30 | JOHNSON & JOHNSON | 9,067 | 1,044,000 | 0.59% | ||
| 31 | ISHARES SILVER TR | 65,500 | 989,000 | 0.56% | ||
| 32 | DUKE ENERGY CORP NEW | 11,404 | 885,000 | 0.50% | ||
| 33 | EXELON CORP | 22,162 | 786,000 | 0.45% | ||
| 34 | VISA INC | 9,200 | 717,000 | 0.41% | ||
| 35 | AT&T INC | 15,107 | 642,000 | 0.37% | ||
| 36 | EXXON MOBIL CORP | 7,050 | 636,000 | 0.36% | ||
| 37 | SPDR GOLD TR | 5,645 | 618,000 | 0.35% | ||
| 38 | PROCTER AND GAMBLE CO | 7,210 | 606,000 | 0.35% | ||
| 39 | ORGANOVO HLDGS INC | 135,900 | 460,000 | 0.26% | ||
| 40 | HARRIS CORP | 4,228 | 433,000 | 0.25% | ||
| 41 | STARBUCKS CORP | 7,400 | 410,000 | 0.23% | ||
| 42 | KINDER MORGAN INC DEL | 19,742 | 408,000 | 0.23% | ||
| 43 | SPDR S&P 500 ETF TR | 1,764 | 394,000 | 0.22% | ||
| 44 | POWERSHARES ETF TRUST | 7,700 | 388,000 | 0.22% | ||
| 45 | ISHARES TR | 10,200 | 357,000 | 0.20% | ||
| 46 | WELLS FARGO & CO NEW | 6,103 | 336,000 | 0.19% | ||
| 47 | VERIZON COMMUNICATIONS INC | 5,967 | 318,000 | 0.18% | ||
| 48 | AMERICAN ELEC P | 4,387 | 276,000 | 0.16% | ||
| 49 | CITIGROUP INC | 4,510 | 268,000 | 0.15% | ||
| 50 | CONSOLIDATED EDISON INC | 3,500 | 257,000 | 0.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000097, filed 2017.02.06).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
