SA

SL ADVISORS, LLC

13F
SL ADVISORS, LLC
Last update 2024-10-08 46 Stocks (14 new)
Value $55.00 Mil Turnover 8 %
Countries:
Top Holdings: ET(11.03%)SPY(10.36%)NEXT(7.03%)TRGP(6.38%)OKE(6.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
SL ADVISORS, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ET 		Energy Transfer LP
379,324
6088.150
+1.84%
11.030
+0.20%
0.010
+10.65%
+35.89%
59233.756
Oil & Gas
SPY 		S&P 500 ETF TRUST ETF
9,969
5719.810
+0.17%
10.360
+0.02%
0.000
+12.73%
+25.85%
618697.219
 
NEXT 		NextDecade Corp
823,529
3878.820
+5.08%
7.030
+0.34%
0.320
+36.08%
+48.64%
1845.465
Oil & Gas
TRGP 		Targa Resources Corp
23,786
3520.570
+4.01%
6.380
+0.25%
0.010
+41.28%
+126.35%
41929.231
Oil & Gas
OKE 		ONEOK Inc
37,790
3443.800
+3.00%
6.240
+0.18%
0.010
+26.88%
+60.21%
62601.178
Oil & Gas
USAI 		Pacer American Energy Independence ETF
95,765
3352.920
0%
6.070
0%
5.630
+16.49%
+35.92%
68.599
 
LNG 		Cheniere Energy Inc
18,209
3274.710
+3.41%
5.930
+0.20%
0.010
+14.63%
+21.73%
46145.163
Oil & Gas
WMB 		Williams Companies Inc
69,974
3194.310
+2.50%
5.790
+0.14%
0.010
+29.75%
+67.47%
68642.554
Oil & Gas
BRK.B 		Berkshire Hathaway Inc
4,916
2262.640
-0.04%
4.100
0%
0.000
+7.39%
+29.93%
999724.216
Insurance
EPD 		Enterprise Products Partners LP
73,064
2126.890
+3.14%
3.850
+0.12%
0.000
+5.61%
+24.17%
66020.576
Oil & Gas

SL ADVISORS, LLC's Historical Top Holdings Breakdowns

SL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RTX 		RTX Corp2024-09-30New Buy
+1.08%
●
99.55 ($114.05) 123.34
$123.55
8.33%
New holding
4,921
4,921
PG 		Procter & Gamble Co2024-09-30New Buy
+0.73%
●
160.76 ($169.76) 177.79
$167.71
-1.21%
New holding
2,320
2,320
HSY 		The Hershey Co2024-09-30New Buy
+0.61%
●
182.45 ($194.4) 203.25
$175.67
-9.63%
New holding
1,746
1,746
JNJ 		Johnson & Johnson2024-09-30New Buy
+0.59%
●
145.48 ($159.33) 167.38
$155.47
-2.42%
New holding
2,016
2,016
KDP 		Keurig Dr Pepper Inc2024-09-30New Buy
+0.35%
●
31.95 ($35.15) 38.01
$32.87
-6.49%
New holding
5,190
5,190
NEXT 		NextDecade Corp2024-09-30Add
+0.34%
●
4.37 ($6.05) 8.32
$7.09
17.19%
Add 5.08%
823,529
39,830
CL 		Colgate-Palmolive Co2024-09-30New Buy
+0.34%
●
95.54 ($101.92) 108.77
$92.57
-9.17%
New holding
1,829
1,829
CLX 		Clorox Co2024-09-30New Buy
+0.34%
●
131.73 ($148.18) 166.97
$165.16
11.46%
New holding
1,152
1,152
UL 		Unilever PLC2024-09-30New Buy
+0.30%
●
54.7 ($61.44) 65.59
$59.00
-3.97%
New holding
2,590
2,590
NOC 		Northrop Grumman Corp2024-09-30New Buy
+0.29%
●
423.73 ($489.64) 533.14
$528.99
8.04%
New holding
308
308

SL ADVISORS, LLC Total Holding History ($B)

To

SL ADVISORS, LLC's Asset Allocation

To

SL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SL ADVISORS, LLC's Hypothetical Growth since 2024-09-30

SL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SL ADVISORS, LLC's Holdings Heat Map

Size field:

SL ADVISORS, LLC's Holdings Bubble Chart

SL ADVISORS, LLC News

  • 1

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