E&G Advisors as of June 30, 2018
Portfolio Holdings for E&G Advisors
E&G Advisors holds 193 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Dividend Appreciation ETF (VIG) | 11.1 | $27M | 261k | 101.62 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 6.9 | $17M | 145k | 114.57 | |
iShares Russell 1000 Growth Index (IWF) | 6.8 | $16M | 114k | 143.80 | |
iShares Lehman Aggregate Bond (AGG) | 2.9 | $7.0M | 66k | 106.31 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 2.8 | $6.6M | 54k | 121.73 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $4.4M | 42k | 104.19 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.7 | $4.0M | 36k | 112.88 | |
Vanguard Emerging Markets ETF (VWO) | 1.6 | $3.9M | 94k | 42.20 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $3.8M | 3.4k | 1129.12 | |
Vanguard Small-Cap Value ETF (VBR) | 1.6 | $3.8M | 28k | 135.79 | |
Delta Air Lines (DAL) | 1.4 | $3.5M | 70k | 49.54 | |
Vanguard European ETF (VGK) | 1.4 | $3.5M | 62k | 56.13 | |
Apple (AAPL) | 1.4 | $3.4M | 18k | 185.11 | |
Ishares Msci Japan (EWJ) | 1.0 | $2.5M | 43k | 57.90 | |
At&t (T) | 1.0 | $2.4M | 75k | 32.11 | |
UnitedHealth (UNH) | 1.0 | $2.3M | 9.5k | 245.35 | |
Allergan | 1.0 | $2.3M | 14k | 166.73 | |
Enterprise Products Partners (EPD) | 1.0 | $2.3M | 84k | 27.67 | |
Bank of America Corporation (BAC) | 0.9 | $2.3M | 80k | 28.19 | |
Comcast Corporation (CMCSA) | 0.9 | $2.2M | 68k | 32.80 | |
Vanguard Europe Pacific ETF (VEA) | 0.9 | $2.2M | 52k | 42.89 | |
Citigroup (C) | 0.8 | $2.0M | 30k | 66.91 | |
Gilead Sciences (GILD) | 0.8 | $1.9M | 27k | 70.84 | |
Landmark Infrastructure | 0.8 | $1.9M | 140k | 13.85 | |
Vanguard Information Technology ETF (VGT) | 0.8 | $1.9M | 11k | 181.43 | |
Goldman Sachs (GS) | 0.8 | $1.9M | 8.5k | 220.59 | |
Pimco Dynamic Credit Income other | 0.8 | $1.8M | 79k | 23.56 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.8 | $1.8M | 193k | 9.33 | |
Vanguard Value ETF (VTV) | 0.7 | $1.7M | 17k | 103.85 | |
Doubleline Income Solutions (DSL) | 0.7 | $1.7M | 85k | 19.99 | |
Blackrock Multi-sector Incom other (BIT) | 0.7 | $1.6M | 96k | 17.09 | |
Facebook Inc cl a (META) | 0.7 | $1.6M | 8.2k | 194.29 | |
Goldman Sachs Etf Tr (GSLC) | 0.7 | $1.6M | 29k | 54.77 | |
Brookfield Real Assets Incom shs ben int (RA) | 0.7 | $1.6M | 71k | 22.70 | |
Blackstone | 0.7 | $1.6M | 49k | 32.17 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 19k | 82.72 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.5M | 5.5k | 271.33 | |
Pioneer Natural Resources | 0.6 | $1.4M | 7.2k | 189.23 | |
Hldgs (UAL) | 0.5 | $1.2M | 17k | 69.71 | |
General Motors Company (GM) | 0.5 | $1.2M | 30k | 39.40 | |
BlackRock (BLK) | 0.5 | $1.1M | 2.3k | 499.13 | |
Berkshire Hathaway (BRK.B) | 0.5 | $1.1M | 6.2k | 186.58 | |
Pfizer (PFE) | 0.5 | $1.2M | 32k | 36.29 | |
Chevron Corporation (CVX) | 0.5 | $1.2M | 9.1k | 126.43 | |
Lam Research Corporation (LRCX) | 0.5 | $1.2M | 6.7k | 172.84 | |
Emerson Electric (EMR) | 0.5 | $1.1M | 16k | 69.14 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.5 | $1.1M | 16k | 66.81 | |
Home Depot (HD) | 0.5 | $1.1M | 5.5k | 195.05 | |
Johnson & Johnson (JNJ) | 0.5 | $1.1M | 8.9k | 121.34 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.5 | $1.1M | 48k | 22.30 | |
Energy Transfer Partners | 0.5 | $1.1M | 56k | 19.03 | |
Verizon Communications (VZ) | 0.4 | $1.1M | 21k | 50.33 | |
Financial Select Sector SPDR (XLF) | 0.4 | $1.1M | 40k | 26.58 | |
Prudential Financial (PRU) | 0.4 | $1.0M | 11k | 93.51 | |
Amazon (AMZN) | 0.4 | $1.0M | 610.00 | 1700.00 | |
American Airls (AAL) | 0.4 | $1.0M | 27k | 37.98 | |
Allianzgi Conv & Inc Fd taxable cef | 0.4 | $1.0M | 143k | 6.99 | |
Procter & Gamble Company (PG) | 0.4 | $976k | 13k | 78.08 | |
iShares S&P 500 Index (IVV) | 0.4 | $987k | 3.6k | 273.18 | |
Microsoft Corporation (MSFT) | 0.4 | $962k | 9.8k | 98.66 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $956k | 11k | 83.64 | |
Sanofi-Aventis SA (SNY) | 0.4 | $933k | 23k | 40.00 | |
Lowe's Companies (LOW) | 0.4 | $898k | 9.4k | 95.53 | |
Industries N shs - a - (LYB) | 0.4 | $915k | 8.3k | 109.90 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $901k | 808.00 | 1115.10 | |
Anadarko Petroleum Corporation | 0.4 | $894k | 12k | 73.27 | |
Merck & Co (MRK) | 0.4 | $891k | 15k | 60.71 | |
SPDR S&P World ex-US (SPDW) | 0.4 | $885k | 29k | 30.40 | |
Celgene Corporation | 0.3 | $839k | 11k | 79.47 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.3 | $827k | 26k | 32.27 | |
Walt Disney Company (DIS) | 0.3 | $807k | 7.7k | 104.81 | |
Harris Corporation | 0.3 | $817k | 5.7k | 144.60 | |
Visa (V) | 0.3 | $822k | 6.2k | 132.41 | |
Duke Energy (DUK) | 0.3 | $822k | 10k | 79.04 | |
Vodafone Group New Adr F (VOD) | 0.3 | $810k | 33k | 24.32 | |
International Business Machines (IBM) | 0.3 | $796k | 5.7k | 139.65 | |
Nuveen Preferred And equity (JPI) | 0.3 | $789k | 34k | 23.14 | |
Broadcom (AVGO) | 0.3 | $789k | 3.3k | 242.77 | |
Cisco Systems (CSCO) | 0.3 | $772k | 18k | 43.04 | |
Western Digital (WDC) | 0.3 | $759k | 9.8k | 77.45 | |
Biogen Idec (BIIB) | 0.3 | $769k | 2.7k | 290.19 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $737k | 17k | 43.35 | |
Texas Instruments Incorporated (TXN) | 0.3 | $738k | 6.7k | 110.31 | |
Dorchester Minerals (DMLP) | 0.3 | $731k | 36k | 20.59 | |
FedEx Corporation (FDX) | 0.3 | $727k | 3.2k | 227.19 | |
Raytheon Company | 0.3 | $685k | 3.5k | 193.23 | |
Schlumberger (SLB) | 0.3 | $689k | 10k | 67.06 | |
Williams Companies (WMB) | 0.3 | $686k | 25k | 27.11 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 0.3 | $682k | 58k | 11.79 | |
Morgan Stanley Emerging Markets Domestic (EDD) | 0.3 | $697k | 104k | 6.70 | |
Intel Corporation (INTC) | 0.3 | $677k | 14k | 49.69 | |
Valero Energy Corporation (VLO) | 0.3 | $676k | 6.1k | 110.82 | |
Novartis (NVS) | 0.3 | $669k | 8.9k | 75.54 | |
Carnival Corporation (CCL) | 0.3 | $642k | 11k | 57.32 | |
Pepsi (PEP) | 0.3 | $640k | 5.9k | 108.86 | |
First Trust DJ Internet Index Fund (FDN) | 0.3 | $643k | 4.7k | 137.69 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.3 | $636k | 20k | 31.89 | |
CBS Corporation | 0.3 | $631k | 11k | 56.20 | |
SPDR Gold Trust (GLD) | 0.3 | $632k | 5.3k | 118.57 | |
State Street Corporation (STT) | 0.2 | $605k | 6.5k | 93.08 | |
PNC Financial Services (PNC) | 0.2 | $605k | 4.5k | 135.20 | |
United Parcel Service (UPS) | 0.2 | $606k | 5.7k | 106.32 | |
Lockheed Martin Corporation (LMT) | 0.2 | $591k | 2.0k | 295.50 | |
Chubb (CB) | 0.2 | $598k | 4.7k | 126.96 | |
Carlyle Group | 0.2 | $575k | 27k | 21.30 | |
Amgen (AMGN) | 0.2 | $554k | 3.0k | 184.67 | |
CIGNA Corporation | 0.2 | $544k | 3.2k | 170.00 | |
Plains All American Pipeline (PAA) | 0.2 | $548k | 23k | 23.62 | |
Materials SPDR (XLB) | 0.2 | $557k | 9.6k | 58.02 | |
Caterpillar (CAT) | 0.2 | $516k | 3.8k | 135.79 | |
Wells Fargo & Company (WFC) | 0.2 | $526k | 9.5k | 55.47 | |
Philip Morris International (PM) | 0.2 | $533k | 6.6k | 80.76 | |
SPDR S&P Emerging Markets (SPEM) | 0.2 | $534k | 15k | 35.35 | |
CVS Caremark Corporation (CVS) | 0.2 | $506k | 7.9k | 64.29 | |
Callon Pete Co Del Com Stk | 0.2 | $494k | 46k | 10.75 | |
NVIDIA Corporation (NVDA) | 0.2 | $474k | 2.0k | 237.00 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $488k | 2.0k | 244.00 | |
Applied Materials (AMAT) | 0.2 | $476k | 10k | 46.21 | |
Zimmer Holdings (ZBH) | 0.2 | $490k | 4.4k | 111.36 | |
Cimarex Energy | 0.2 | $488k | 4.8k | 101.67 | |
KKR & Co | 0.2 | $485k | 20k | 24.87 | |
SPDR Morgan Stanley Technology (XNTK) | 0.2 | $469k | 5.0k | 93.37 | |
Stanley Black & Decker (SWK) | 0.2 | $465k | 3.5k | 132.86 | |
WisdomTree Japan SmallCap Div (DFJ) | 0.2 | $451k | 5.9k | 77.04 | |
AvalonBay Communities (AVB) | 0.2 | $464k | 2.7k | 171.85 | |
Entergy Corporation (ETR) | 0.2 | $461k | 5.7k | 80.88 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $456k | 4.5k | 102.47 | |
Eaton Vance Fltng Rate 2022 | 0.2 | $465k | 49k | 9.43 | |
Bristol Myers Squibb (BMY) | 0.2 | $432k | 7.8k | 55.38 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.2 | $436k | 15k | 29.65 | |
Xpo Logistics Inc equity (XPO) | 0.2 | $428k | 4.3k | 100.12 | |
Dowdupont | 0.2 | $429k | 6.5k | 65.90 | |
Eli Lilly & Co. (LLY) | 0.2 | $418k | 4.9k | 85.31 | |
Union Pacific Corporation (UNP) | 0.2 | $397k | 2.8k | 141.79 | |
Morgan Stanley (MS) | 0.2 | $403k | 8.5k | 47.41 | |
Nextera Energy (NEE) | 0.2 | $401k | 2.4k | 167.08 | |
Hershey Company (HSY) | 0.2 | $400k | 4.3k | 93.02 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.2 | $410k | 31k | 13.23 | |
Nucor Corporation (NUE) | 0.2 | $388k | 6.2k | 62.58 | |
Everest Re Group (EG) | 0.2 | $392k | 1.7k | 230.59 | |
Altria (MO) | 0.2 | $377k | 6.6k | 56.73 | |
Halliburton Company (HAL) | 0.2 | $380k | 8.4k | 45.05 | |
Royal Dutch Shell | 0.2 | $378k | 5.2k | 72.69 | |
O'reilly Automotive (ORLY) | 0.2 | $383k | 1.4k | 273.57 | |
Motorola Solutions (MSI) | 0.2 | $372k | 3.2k | 116.25 | |
Gaming & Leisure Pptys (GLPI) | 0.2 | $376k | 11k | 35.81 | |
Alibaba Group Holding (BABA) | 0.2 | $371k | 2.0k | 185.50 | |
American Express Company (AXP) | 0.1 | $368k | 3.8k | 98.13 | |
Discover Financial Services (DFS) | 0.1 | $352k | 5.0k | 70.40 | |
Nabors Industries | 0.1 | $358k | 56k | 6.42 | |
Walgreen Boots Alliance (WBA) | 0.1 | $366k | 6.1k | 60.00 | |
Total (TTE) | 0.1 | $337k | 5.6k | 60.50 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $339k | 9.0k | 37.67 | |
Neuberger Berman Real Estate Sec (NRO) | 0.1 | $329k | 64k | 5.14 | |
Cummins (CMI) | 0.1 | $319k | 2.4k | 132.92 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $311k | 5.1k | 60.98 | |
Capital One Financial (COF) | 0.1 | $280k | 3.0k | 91.98 | |
Ford Motor Company (F) | 0.1 | $293k | 26k | 11.09 | |
EOG Resources (EOG) | 0.1 | $291k | 2.3k | 124.63 | |
Radian (RDN) | 0.1 | $284k | 18k | 16.23 | |
Nuveen Senior Income Fund | 0.1 | $287k | 46k | 6.24 | |
Perrigo Company (PRGO) | 0.1 | $284k | 3.9k | 72.82 | |
Molson Coors Brewing Company (TAP) | 0.1 | $272k | 4.0k | 68.00 | |
Praxair | 0.1 | $253k | 1.6k | 158.12 | |
Shire | 0.1 | $253k | 1.5k | 168.67 | |
Greenlight Capital Re Ltd cl a (GLRE) | 0.1 | $263k | 19k | 14.22 | |
Alaska Air (ALK) | 0.1 | $272k | 4.5k | 60.44 | |
DTE Energy Company (DTE) | 0.1 | $275k | 2.7k | 103.77 | |
SPDR Barclays Capital High Yield B | 0.1 | $256k | 7.2k | 35.52 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.1 | $263k | 9.4k | 27.94 | |
Marathon Petroleum Corp (MPC) | 0.1 | $267k | 3.8k | 70.26 | |
U.S. Bancorp (USB) | 0.1 | $235k | 4.7k | 50.00 | |
Total System Services | 0.1 | $228k | 2.7k | 84.44 | |
Dominion Resources (D) | 0.1 | $239k | 3.5k | 68.15 | |
Air Products & Chemicals (APD) | 0.1 | $234k | 1.5k | 156.00 | |
LogMeIn | 0.1 | $248k | 2.4k | 103.33 | |
QEP Resources | 0.1 | $249k | 20k | 12.27 | |
Phillips 66 (PSX) | 0.1 | $236k | 2.1k | 112.38 | |
Mplx (MPLX) | 0.1 | $234k | 6.9k | 34.08 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $245k | 1.4k | 171.93 | |
3M Company (MMM) | 0.1 | $206k | 1.0k | 196.75 | |
Public Storage (PSA) | 0.1 | $204k | 900.00 | 226.67 | |
ConocoPhillips (COP) | 0.1 | $223k | 3.2k | 69.69 | |
Accenture (ACN) | 0.1 | $213k | 1.3k | 163.85 | |
Invesco (IVZ) | 0.1 | $226k | 8.5k | 26.59 | |
Vail Resorts (MTN) | 0.1 | $219k | 800.00 | 273.75 | |
Kinder Morgan (KMI) | 0.1 | $206k | 12k | 17.70 | |
American Tower Reit (AMT) | 0.1 | $216k | 1.5k | 144.00 | |
L3 Technologies | 0.1 | $212k | 1.1k | 192.73 | |
Invesco Senior Loan Etf otr (BKLN) | 0.1 | $206k | 9.0k | 22.89 | |
Xilinx | 0.1 | $202k | 3.1k | 65.16 | |
Oasis Petroleum | 0.1 | $189k | 15k | 12.95 | |
Eaton Vance Senior Income Trust (EVF) | 0.0 | $67k | 11k | 6.38 |