The Analysis of Stamos Capital Partners, L.P.'s Holdings

Currently, Stamos Capital Partners, L.P. holds 142 types of securities in its portfolio with a total value $530.1M. In the most recent quarter, they have increased their positions in AGG (+407.4K shares, valued at $40.8M), VTEB (+391.6K shares, valued at $19.6M), TTE (+147.4K shares, valued at $8.8M); decreased their positions in UNH (-22.4K shares, valued at $7.7M), BP (-195.2K shares, valued at $6.7M), CVX (-37.5K shares, valued at $5.8M); initiated new positions in VTEB (+391.6K shares, valued at $19.6M), TTE (+147.4K shares, valued at $8.8M), NOW (+1.0K shares, valued at $961.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR891.9K shares84.11%2025-09-302025-11-13

VTEB VANGUARD MUN BD FDS391.6K sharesnew addition2025-09-302025-11-13

MRK MERCK & CO INC200.1K shares-11.83%2025-09-302025-11-13

GOOGL ALPHABET INC59.6K shares-20.44%2025-09-302025-11-13

XOM EXXON MOBIL CORP118.0K shares-28.15%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC34.0K shares-39.74%2025-09-302025-11-13

CVX CHEVRON CORP NEW71.5K shares-34.41%2025-09-302025-11-13

TM TOYOTA MOTOR CORP55.1K shares30.84%2025-09-302025-11-13

Sponsored

BP BP PLC283.4K shares-40.79%2025-09-302025-11-13

MSFT MICROSOFT CORP18.3K shares-4.75%2025-09-302025-11-13

NEE NEXTERA ENERGY INC117.4K shares-26.26%2025-09-302025-11-13

SHEL SHELL PLC123.4K shares-35.86%2025-09-302025-11-13

TTE TOTALENERGIES SE147.4K sharesnew addition2025-09-302025-11-13

JNJ JOHNSON & JOHNSON45.9K shares-29.48%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.26.1K shares-14.28%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD28.2K shares-29.58%2025-09-302025-11-13

Sponsored

AMZN AMAZON COM INC32.5K shares-12.97%2025-09-302025-11-13

AAPL APPLE INC27.2K shares-20.92%2025-09-302025-11-13

NVO NOVO-NORDISK A S123.5K shares47.46%2025-09-302025-11-13

ASML ASML HOLDING N V7.1K shares-21.15%2025-09-302025-11-13

BAC BANK AMERICA CORP130.3K shares-17.96%2025-09-302025-11-13

PFE PFIZER INC261.3K shares-25.43%2025-09-302025-11-13

GSK GSK PLC137.2K shares-26.22%2025-09-302025-11-13

BA BOEING CO26.1K shares-15.36%2025-09-302025-11-13

Sponsored

T AT&T INC169.8K shares-20.77%2025-09-302025-11-13

LLY ELI LILLY & CO6.2K shares15.19%2025-09-302025-11-13

DIS DISNEY WALT CO40.5K shares21.16%2025-09-302025-11-13

BLK BLACKROCK INC3.9K shares-32.00%2025-09-302025-11-13

F FORD MTR CO380.9K shares-35.99%2025-09-302025-11-13

ADBE ADOBE INC12.8K shares14.72%2025-09-302025-11-13

SLB SCHLUMBERGER LTD127.7K shares-4.17%2025-09-302025-11-13

CRM SALESFORCE INC18.2K shares28.24%2025-09-302025-11-13

Sponsored

UNP UNION PAC CORP17.5K shares9.96%2025-09-302025-11-13

V VISA INC12.0K shares0.17%2025-09-302025-11-13

MDT MEDTRONIC PLC42.7K shares-29.79%2025-09-302025-11-13

BN BROOKFIELD CORP57.0K shares-38.23%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC86.6K shares-27.86%2025-09-302025-11-13

NVDA NVIDIA CORPORATION19.9K shares-30.46%2025-09-302025-11-13

CNI CANADIAN NATL RY CO35.8K shares-21.41%2025-09-302025-11-13

AVGO BROADCOM INC9.9K shares-42.17%2025-09-302025-11-13

Sponsored

CP CANADIAN PACIFIC KANSAS CITY42.6K shares-12.71%2025-09-302025-11-13

HSBC HSBC HLDGS PLC44.7K shares-25.82%2025-09-302025-11-13

BX BLACKSTONE INC18.2K shares-42.43%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC18.8K shares-54.02%2025-09-302025-11-13

CCJ CAMECO CORP36.1K shares-13.11%2025-09-302025-11-13

TOL TOLL BROTHERS INC21.7K shares-48.77%2025-09-302025-11-13

DHI D R HORTON INC17.5K shares-53.73%2025-09-302025-11-13

CEG CONSTELLATION ENERGY CORP9.0K shares-27.85%2025-09-302025-11-13

Sponsored

CVS CVS HEALTH CORP38.6K shares-32.86%2025-09-302025-11-13

CME CME GROUP INC10.7K shares-21.93%2025-09-302025-11-13

XBI SPDR SERIES TRUST28.6K shares-28.88%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC13.9K shares30.24%2025-09-302025-11-13

LEN LENNAR CORP22.3K shares-49.18%2025-09-302025-11-13

DELL DELL TECHNOLOGIES INC19.6K shares-41.27%2025-09-302025-11-13

UBER UBER TECHNOLOGIES INC27.9K shares8.67%2025-09-302025-11-13

BCS BARCLAYS PLC131.2K shares-40.62%2025-09-302025-11-13

Sponsored

ENB ENBRIDGE INC52.8K shares-34.20%2025-09-302025-11-13

HDB HDFC BANK LTD77.4K shares153.89%2025-09-302025-11-13

GM GENERAL MTRS CO41.1K shares14.24%2025-09-302025-11-13

MLPX GLOBAL X FDS38.6K shares-36.28%2025-09-302025-11-13

AMLP ALPS ETF TR50.7K shares-34.34%2025-09-302025-11-13

XOP SPDR SERIES TRUST17.7K shares-39.72%2025-09-302025-11-13

CSCO CISCO SYS INC32.7K shares-26.01%2025-09-302025-11-13

VST VISTRA CORP11.4K shares-35.94%2025-09-302025-11-13

Sponsored

HD HOME DEPOT INC5.4K shares-37.96%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL4.3K shares-2.61%2025-09-302025-11-13

UBS UBS GROUP AG52.5K shares-25.47%2025-09-302025-11-13

SONY SONY GROUP CORP72.6K shares-15.20%2025-09-302025-11-13

CAT CATERPILLAR INC4.2K shares-46.67%2025-09-302025-11-13

GE GE AEROSPACE6.3K shares-19.77%2025-09-302025-11-13

D DOMINION ENERGY INC30.4K shares-34.67%2025-09-302025-11-13

USRT ISHARES TR31.4K shares-36.19%2025-09-302025-11-13

Sponsored

FSLR FIRST SOLAR INC8.3K shares-47.50%2025-09-302025-11-13

IYR ISHARES TR18.8K shares-36.39%2025-09-302025-11-13

SPG SIMON PPTY GROUP INC NEW9.7K shares-40.56%2025-09-302025-11-13

KMI KINDER MORGAN INC DEL64.1K shares-29.81%2025-09-302025-11-13

PAVE GLOBAL X FDS36.4K shares-35.11%2025-09-302025-11-13

GEV GE VERNOVA INC2.8K shares-23.04%2025-09-302025-11-13

TMO THERMO FISHER SCIENTIFIC INC3.6K shares-20.55%2025-09-302025-11-13

SO SOUTHERN CO17.5K shares-32.89%2025-09-302025-11-13

Sponsored

DUK DUKE ENERGY CORP NEW13.4K shares-31.17%2025-09-302025-11-13

AEP AMERICAN ELEC PWR CO INC14.6K shares-34.31%2025-09-302025-11-13

SNOW SNOWFLAKE INC7.2K shares-8.35%2025-09-302025-11-13

DE DEERE & CO3.5K shares-16.62%2025-09-302025-11-13

NFLX NETFLIX INC1.3K shares0.68%2025-09-302025-11-13

EWY ISHARES INC19.1K shares-24.19%2025-09-302025-11-13

ETN EATON CORP PLC4.0K shares-14.89%2025-09-302025-11-13

MA MASTERCARD INCORPORATED2.6K shares-25.90%2025-09-302025-11-13

Sponsored

OXY OCCIDENTAL PETE CORP29.9K shares-38.64%2025-09-302025-11-13

EOG EOG RES INC12.5K shares-27.39%2025-09-302025-11-13

COP CONOCOPHILLIPS14.8K shares-35.39%2025-09-302025-11-13

GDX VANECK ETF TRUST18.3K shares-56.80%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR15.5K shares-39.26%2025-09-302025-11-13

XLE SELECT SECTOR SPDR TR15.1K shares-40.50%2025-09-302025-11-13

GIS GENERAL MLS INC25.5K shares-34.55%2025-09-302025-11-13

IQV IQVIA HLDGS INC6.7K shares-20.47%2025-09-302025-11-13

Sponsored

MDLZ MONDELEZ INTL INC20.3K shares-31.27%2025-09-302025-11-13

MFC MANULIFE FINL CORP40.3K shares-29.44%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO8.2K shares-35.42%2025-09-302025-11-13

KO COCA COLA CO18.9K shares-33.49%2025-09-302025-11-13

WMT WALMART INC12.0K shares69.77%2025-09-302025-11-13

CRWD CROWDSTRIKE HLDGS INC2.5K shares24.12%2025-09-302025-11-13

EQT EQT CORP22.3K shares-20.98%2025-09-302025-11-13

LNG CHENIERE ENERGY INC5.0K shares-27.60%2025-09-302025-11-13

Sponsored

INDA ISHARES TR21.5K shares5.50%2025-09-302025-11-13

ARE ALEXANDRIA REAL ESTATE EQ IN13.1K shares-47.14%2025-09-302025-11-13

FINX GLOBAL X FDS32.5K shares-18.11%2025-09-302025-11-13

PICK ISHARES INC23.7K shares-42.46%2025-09-302025-11-13

XME SPDR SERIES TRUST11.3K shares-53.88%2025-09-302025-11-13

URA GLOBAL X FDS20.7K shares-47.96%2025-09-302025-11-13

NOW SERVICENOW INC1.0K sharesnew addition2025-09-302025-11-13

GLD SPDR GOLD TR2.4K shares-43.87%2025-09-302025-11-13

Sponsored

MMM 3M CO5.4K shares-37.37%2025-09-302025-11-13

BXP BXP INC10.8K shares-43.89%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC1.7K shares-6.24%2025-09-302025-11-13

AMGN AMGEN INC2.6K shares-37.00%2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN2.5K shares-31.47%2025-09-302025-11-13

HPQ HP INC26.2K shares-41.25%2025-09-302025-11-13

KR KROGER CO9.6K shares-29.12%2025-09-302025-11-13

MCO MOODYS CORP1.3K shares-21.97%2025-09-302025-11-13

Sponsored

CB CHUBB LIMITED2.1K shares-18.41%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS2.1K shares-34.86%2025-09-302025-11-13

SPGI S&P GLOBAL INC1.2K shares-26.52%2025-09-302025-11-13

ICE INTERCONTINENTAL EXCHANGE IN3.4K shares-20.88%2025-09-302025-11-13

NUE NUCOR CORP4.0K shares-44.89%2025-09-302025-11-13

BWXT BWX TECHNOLOGIES INC2.9K shares-31.94%2025-09-302025-11-13

GILD GILEAD SCIENCES INC4.7K shares-38.57%2025-09-302025-11-13

FCX FREEPORT-MCMORAN INC12.9K shares-28.25%2025-09-302025-11-13

Sponsored

BHP BHP GROUP LTD9.0K shares-46.30%2025-09-302025-11-13

WOOD ISHARES TR6.7K shares-39.18%2025-09-302025-11-13

MOO VANECK ETF TRUST6.6K shares-37.44%2025-09-302025-11-13

ADM ARCHER DANIELS MIDLAND CO8.0K shares-45.65%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW341 sharesnew addition2025-09-302025-11-13

BAM BROOKFIELD ASSET MANAGMT LTD4.9K shares-63.78%2025-09-302025-11-13

CG CARLYLE GROUP INC4.4K shares-69.91%2025-09-302025-11-13

APO APOLLO GLOBAL MGMT INC2.1K shares-60.58%2025-09-302025-11-13

Sponsored

TPG TPG INC4.6K shares-67.44%2025-09-302025-11-13

ARES ARES MANAGEMENT CORPORATION1.6K shares-62.05%2025-09-302025-11-13

KKR KKR & CO INC2.0K shares-64.66%2025-09-302025-11-13

PHO INVESCO EXCHANGE TRADED FD T3.4K shares-40.55%2025-09-302025-11-13

BIPC BROOKFIELD INFRASTRUCTURE CO4.9K shares-58.93%2025-09-302025-11-13

BEPC BROOKFIELD RENEWABLE CORP5.9K shares-61.96%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available