Fund HoldingsBriaud Financial Planning, Inc

Total Portfolio Value
$123.5K
Total Bought
$23.5K
Total Sold
$2.1K
Net Transaction
+$21.4K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES INC
MSCI JAPAN ETF
0259,455+259,45501612.67%+16
DISNEY WALT CO(DIS)011,626+11,626010.76%+1
SPDR S&P 500 ETF TR(SPY)0615+615000.21%0
ZOETIS INC(ZTS)01,004+1,004000.14%0
VANGUARD WORLD FDS
HEALTH CAR ETF
0716+716000.14%0
ABBVIE INC(ABBV)01,078+1,078000.13%0
PROSHARES TR
S&P 500 DV ARIST
01,791+1,791000.13%0
LOCKHEED MARTIN CORP(LMT)0367+367000.12%0
FIRST FINL BANKSHARES INC(FFIN)05,876+5,876000.12%0
SHERWIN WILLIAMS CO(SHW)0495+495000.10%0
EXXON MOBIL CORP12,01912,0190111.14%0
CATERPILLAR INC(CAT)0433+433000.10%0
WALMART INC(WMT)0727+727000.09%0
INVESCO QQQ TR0322+322000.09%0
VANGUARD SPECIALIZED FUNDS0745+745000.09%0
PEPSICO INC(PEP)0616+616000.08%0
MCDONALDS CORP(MCD)0395+395000.08%0
ROLLINS INC(ROL)02,633+2,633000.08%0
AUTOMATIC DATA PROCESSING IN0400+400000.08%0
ISHARES TR03,158+3,158000.08%0
SEAGEN INC0442+442000.08%0
WASTE MGMT INC DEL(WM)0585+585000.07%0
EDWARDS LIFESCIENCES CORP01,246+1,246000.07%0
LOWES COS INC(LOW)0402+402000.07%0
VANGUARD WORLD FD01,176+1,176000.07%0
CHEVRON CORP NEW(CVX)0487+487000.07%0
SIMMONS 1ST NATL CORP(SFNC)04,811+4,811000.07%0
LILLY ELI & CO(LLY)0146+146000.06%0
INVESCO EXCH TRADED FD TR II01,331+1,331000.06%0
AT&T INC(T)05,196+5,196000.06%0
BRISTOL-MYERS SQUIBB CO(BMY)01,240+1,240000.06%0
SEMPRA(SRE)0980+980000.05%0
VERIZON COMMUNICATIONS INC(VZ)01,925+1,925000.05%0
PLAINS ALL AMERN PIPELINE L(PAA)03,830+3,830000.05%0
BROOKFIELD CORP(BN)01,624+1,624000.04%0
SCHWAB STRATEGIC TR0684+684000.04%0
ENTERGY CORP NEW(ETR)0524+524000.04%0
DARDEN RESTAURANTS INC(DRI)0337+337000.04%0
ABBOTT LABS0500+500000.04%0
ALPS ETF TR
SECTR DIV DOGS
01,000+1,000000.04%0
HOME DEPOT INC(HD)0137+137000.03%0
INTEL CORP(INTC)01,134+1,134000.03%0
FEDEX CORP(FDX)0152+152000.03%0
BP PLC(BP)01,040+1,040000.03%0
NEXTERA ENERGY INC(NEE)0710+710000.03%0
JPMORGAN CHASE & CO(JPM)0277+277000.03%0
HARBOR ETF TRUST
ARES SYSTEMATIC
0875+875000.03%0
NEXTDECADE CORP(NEXT)07,224+7,224000.03%0
DOMINION ENERGY INC(D)0819+819000.03%0
CONOCOPHILLIPS(COP)2,1832,1830000.21%0
3M CO(MMM)0379+379000.03%0
SCHWAB STRATEGIC TR0519+519000.03%0
SELECT SECTOR SPDR TR
ST STR FINL ETF
0983+983000.03%0
INTERNATIONAL BUSINESS MACHS(IBM)0224+224000.03%0
QIAGEN NV(QGEN)0769+769000.03%0
PFIZER INC(PFE)0912+912000.02%0
GENUINE PARTS CO(GPC)0200+200000.02%0
BAXTER INTL INC0722+722000.02%0
GENERAL DYNAMICS CORP(GD)0125+125000.02%0
OCCIDENTAL PETE CORP(OXY)0404+404000.02%0
AMGEN INC(AMGN)0100+100000.02%0
ILLINOIS TOOL WKS INC(ITW)0110+110000.02%0
TEXAS INSTRS INC(TXN)0160+160000.02%0
DEERE & CO(DE)068+68000.02%0
VALERO ENERGY CORP(VLO)0166+166000.02%0
MERCK & CO INC(MRK)0217+217000.02%0
CARRIER GLOBAL CORPORATION(CARR)0415+415000.02%0
EVOTEC AG02,160+2,160000.02%0
AMERICAN ELEC PWR CO INC0288+288000.02%0
ALPHABET INC(GOOG)0160+160000.02%0
NEWMONT CORP(NEM)0566+566000.02%0
FLAME ACQUISITION CORP01,990+1,990000.02%0
VANGUARD WORLD FDS
ENERGY ETF
0155+155000.02%0
GENERAL MLS INC(GIS)0300+300000.02%0
VANGUARD STAR FDS0351+351000.01%0
AMAZON COM INC(AMZN)0140+140000.01%0
COCA COLA CO(KO)0316+316000.01%0
DUKE ENERGY CORP NEW(DUK)0193+193000.01%0
SCHWAB STRATEGIC TR0301+301000.01%0
AMERICAN WTR WKS CO INC NEW0125+125000.01%0
META PLATFORMS INC(META)048+48000.01%0
GSK PLC(GSK)0406+406000.01%0
BERKSHIRE HATHAWAY INC DEL1,3691,3690000.39%0
BROOKFIELD ASSET MANAGMT LTD(BAM)0408+408000.01%0
ORACLE CORP(ORCL)0125+125000.01%0
WARNER BROS DISCOVERY INC(WBD)01,126+1,126000.01%0
LUCID GROUP INC(LCID)02,176+2,176000.01%0
UNITEDHEALTH GROUP INC(UNH)4884880000.20%0
RAYTHEON TECHNOLOGIES CORP(RTX)0156+156000.01%0
ISHARES INC0109+109000.01%0
LGI HOMES INC(LGIH)0100+100000.01%0
WEC ENERGY GROUP INC(WEC)0114+114000.01%0
VISA INC(V)037+37000.01%0
MARSH & MCLENNAN COS INC(MRSH)044+44000.01%0
CANADIAN NAT RES LTD(CNQ)0109+109000.01%0
AMERICAN TOWER CORP NEW(AMT)042+42000.00%0
ADOBE SYSTEMS INCORPORATED(ADBE)010+10000.00%0
COMCAST CORP NEW(CCZ)0128+128000.00%0
KINDER MORGAN INC DEL(KMI)0329+329000.00%0
CISCO SYS INC(CSCO)095+95000.00%0
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