Avoid Fraud, Get The Facts, And Find The Best
Legal Name: KARPAS STRATEGIES LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 25, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
JOHNSON & JOHNSON (478160104)
|
137,170 |
$19,105k |
|
BROOKFIELD ASSET MGT (112585104)
|
266,942 |
$12,754k |
|
MERCK & CO INC (58933Y105)
|
139,553 |
$11,702k |
|
MAGELLAN MIDSTREAM (559080106)
|
159,610 |
$10,215k |
|
Charles Schwab Corp/The (808513105)
|
239,045 |
$9,607k |
|
BROOKFIELD INFR PRTR (G16252101)
|
211,081 |
$9,064k |
|
Brookfield Property Partners (G16249107)
|
433,597 |
$8,208k |
|
DISNEY WALT CO (254687106)
|
54,693 |
$7,637k |
|
CIMPRESS N V (N20146101)
|
71,905 |
$6,535k |
|
W P CAREY INC (92936U109)
|
74,275 |
$6,030k |
|
Berkshire Hathaway, Inc. (084670702)
|
28,219 |
$6,015k |
|
ONEOK Inc (682680103)
|
80,474 |
$5,537k |
|
CENTURYLINK INC (156700106)
|
468,460 |
$5,509k |
|
TEXAS INSTRUMENTS (882508104)
|
47,735 |
$5,478k |
|
First Natl of Nebraska Inc (335720108)
|
510 |
$5,075k |
|
COMCAST CORP (20030N101)
|
114,472 |
$4,840k |
|
LIBERTY GLOBAL PLC (G5480U120)
|
177,314 |
$4,704k |
|
PFIZER INC (717081103)
|
105,202 |
$4,557k |
|
BROOKFIELD RENEWABLE (G16258108)
|
130,625 |
$4,518k |
|
WELLS FARGO CO NEW (949746101)
|
90,449 |
$4,280k |
|
US BANCORP DEL (902973304)
|
69,821 |
$3,659k |
|
Exxon Mobil Corp (30231G102)
|
45,477 |
$3,485k |
|
MICROSOFT CORP (594918104)
|
24,301 |
$3,255k |
|
KINDER MORGAN INC (49456B101)
|
140,079 |
$2,925k |
|
ENBRIDGE INC (29250N105)
|
80,055 |
$2,888k |
|
RAYONIER INC (754907103)
|
86,074 |
$2,608k |
|
CITIGROUP INC (172967424)
|
37,033 |
$2,593k |
|
JEFFERIES FINANCIAL (47233W109)
|
127,544 |
$2,453k |
|
Chevron Corp (166764100)
|
19,488 |
$2,425k |
|
CHUBB LIMITED (H1467J104)
|
16,353 |
$2,409k |
|
HONEYWELL INTL INC (438516106)
|
13,350 |
$2,331k |
|
MPLX LP (55336V100)
|
71,763 |
$2,310k |
|
AT&T INC (00206R102)
|
62,581 |
$2,097k |
|
American Express Co. (025816109)
|
15,250 |
$1,882k |
|
OAKTREE CAP GROUP (674001201)
|
35,925 |
$1,780k |
|
JPMORGAN CHASE & CO (46625H100)
|
15,343 |
$1,715k |
|
MARRIOTT INTL INC (571903202)
|
12,000 |
$1,683k |
|
ConocoPhillips (20825C104)
|
24,352 |
$1,485k |
|
Bristol-Myers Squibb Co (110122108)
|
32,080 |
$1,455k |
|
AMERICAN NATL INS CO (028591105)
|
11,950 |
$1,392k |
|
WASTE MGMT INC DEL (94106L109)
|
11,290 |
$1,303k |
|
BERKSHIRE HATHAWAY (084670108)
|
4 |
$1,273k |
|
EastGroup Properties, Inc. (277276101)
|
10,200 |
$1,183k |
|
HSBC HLDGS PLC (404280406)
|
27,200 |
$1,135k |
|
COCA-COLA CO (191216100)
|
21,700 |
$1,105k |
|
Bank of New York Mellon Corp. (064058100)
|
24,309 |
$1,073k |
|
GENERAL ELECTRIC CO (369604103)
|
95,950 |
$1,007k |
|
TRAVELERS CO(THE) (89417E109)
|
6,650 |
$994k |
|
CME GROUP INC (12572Q105)
|
5,000 |
$971k |
|
HOWARD HUGHES (44267D107)
|
7,750 |
$960k |
|
NEXTERA ENERGY INC (65339F101)
|
4,638 |
$950k |
|
ENSTAR GROUP LTD (G3075P101)
|
5,215 |
$909k |
|
DFA International Core Equity (233203371)
|
69,869 |
$906k |
|
CVS HEALTH CORP (126650100)
|
16,148 |
$880k |
|
B. Riley Wealth Management, Inc. (037612306)
|
25,000 |
$858k |
|
FOX CORPORATION (35137L105)
|
22,726 |
$833k |
|
ISHARES TR (464288687)
|
22,275 |
$821k |
|
MARTIN MARIETTA MATL (573284106)
|
3,440 |
$792k |
|
Hyster-Yale Materials Handling (449172105)
|
13,945 |
$771k |
|
WHITE MTNS INS GROUP LTD (G9618E107)
|
752 |
$768k |
|
MARKEL CORP (570535104)
|
698 |
$761k |
|
BP PLC (055622104)
|
17,940 |
$748k |
|
Phillips 66 (718546104)
|
7,896 |
$739k |
|
PROCTER & GAMBLE CO (742718109)
|
6,635 |
$728k |
|
COLGATE PALMOLIVE CO (194162103)
|
10,000 |
$717k |
|
MCDONALDS CORP (580135101)
|
3,425 |
$711k |
|
Royal Dutch Shell PLC (780259206)
|
10,452 |
$680k |
|
LIBERTY SIRIUS GROUP (531229607)
|
15,830 |
$601k |
|
ZIMMER BIOMET HLDGS (98956P102)
|
4,960 |
$584k |
|
LIBERTY GLOBAL PLC (G5480U104)
|
20,772 |
$561k |
|
LIBERTY BROADBAND CORP (530307305)
|
5,219 |
$544k |
|
DUKE ENERGY CORP (26441C204)
|
6,068 |
$535k |
|
ABBOTT LABS (002824100)
|
6,100 |
$513k |
|
WYNDHAM HOTELS & RESORTS INC (98311A105)
|
8,900 |
$496k |
|
PEPSICO INC (713448108)
|
3,783 |
$496k |
|
Triton International Limited o (g9078f107)
|
14,650 |
$480k |
|
Nacco Inds Inc CL A (NC) (629579103)
|
9,240 |
$480k |
|
Weyerhaeuser Co (962166104)
|
17,598 |
$464k |
|
ALLIANCEBERNSTEIN HOLDING LP (01881G106)
|
15,475 |
$460k |
|
National Aust Bank (632525408)
|
46,000 |
$433k |
|
BLACKSTONE MORTGAGE (09257W100)
|
11,700 |
$416k |
|
VERIZON COMMUNICATIONS (92343V104)
|
7,216 |
$412k |
|
WYNDHAM DESTINATIONS INC (98310W108)
|
8,900 |
$391k |
|
MONDELEZ INTL INC (609207105)
|
7,250 |
$391k |
|
INTL BUSINESS MCHN (459200101)
|
2,815 |
$388k |
|
DISCOVERY INC (25470F302)
|
13,515 |
$385k |
|
SCHWAB S&P 500 INDEX FUN (808509855)
|
8,462 |
$384k |
|
Boeing Co/The (097023105)
|
1,018 |
$371k |
|
Suncor Energy Inc (867224107)
|
11,400 |
$355k |
|
Hamilton Beach Brands Cl A (HB (40701T104)
|
18,480 |
$352k |
|
LIBERTY INTERACTIVE CORP Q-A (53071M104)
|
28,177 |
$349k |
|
LIBERTY LATIN AMERIC (G9001E128)
|
19,332 |
$332k |
|
SHAW COMMUNICATIONS (82028K200)
|
16,000 |
$326k |
|
UDR INC (902653104)
|
7,024 |
$315k |
|
Thermo Fisher Scientific Inc (883556102)
|
1,050 |
$308k |
|
LIBERTY SIRIUS GROUP (531229409)
|
7,746 |
$293k |
|
TORONTO DOMINION BK (891160509)
|
5,000 |
$292k |
|
Apple Inc (037833100)
|
1,455 |
$288k |
|
Lockheed Martin (539831099)
|
789 |
$287k |
|
HARTFORD FINL SVCS (416515104)
|
5,000 |
$279k |
|
Oakmark Fund (413838103)
|
3,497 |
$278k |
|
NEW YORK CMNTY BANCORP INC (649445103)
|
27,708 |
$277k |
|
GCI LIBERTY INC (36164V305)
|
4,342 |
$267k |
|
WPX ENERGY INC (98212B103)
|
22,666 |
$261k |
|
Dodge & Cox Intl Stock Fund (256206103)
|
6,259 |
$261k |
|
HCA Holdings Inc (404119109)
|
1,900 |
$257k |
|
Williams Cos Inc/The (969457100)
|
8,950 |
$251k |
|
Accenture Plc (G1150G111)
|
1,350 |
$249k |
|
NESTLE S A (641069406)
|
2,275 |
$235k |
|
WALMART INC COM (931142103)
|
2,073 |
$229k |
|
NEWS CORP NEW (65249B109)
|
16,793 |
$227k |
|
Hyatt Hotels Corp (448579011)
|
2,900 |
$221k |
|
MANULIFE FINCL CORP (56501R106)
|
12,000 |
$218k |
|
XYLEM INC (98419M100)
|
2,568 |
$215k |
|
Deere & Co (244199105)
|
1,300 |
$215k |
|
Putnam Global Healthcare Fund (746778109)
|
4,109 |
$211k |
|
LIBERTY BROADBAND CORP (530307107)
|
1,966 |
$202k |
|
Longleaf Ptnrs International F (543069405)
|
11,580 |
$200k |
|
CRIMSON WINE GROUP COM USD0.01 (22662X100)
|
14,051 |
$112k |
|
ANNALY CAP MGMT INC (035710409)
|
11,700 |
$107k |
|
SAN JUAN BASIN RTY (798241105)
|
27,950 |
$107k |
|
Franklin Income Fund Class A (353496490)
|
18,116 |
$42k |
|
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