E&G Advisors as of Sept. 30, 2018
Portfolio Holdings for E&G Advisors
E&G Advisors holds 204 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Dividend Appreciation ETF (VIG) | 10.9 | $29M | 259k | 110.70 | |
iShares Russell 1000 Growth Index (IWF) | 7.4 | $19M | 124k | 155.98 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 6.2 | $16M | 142k | 114.93 | |
iShares Lehman Aggregate Bond (AGG) | 2.6 | $6.9M | 66k | 105.52 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 2.5 | $6.6M | 56k | 117.26 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $4.9M | 44k | 112.83 | |
Delta Air Lines (DAL) | 1.6 | $4.2M | 73k | 57.82 | |
Alphabet Inc Class A cs (GOOGL) | 1.5 | $4.0M | 3.3k | 1207.19 | |
Apple (AAPL) | 1.5 | $4.0M | 18k | 225.74 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.5 | $3.9M | 36k | 110.62 | |
Vanguard Small-Cap Value ETF (VBR) | 1.5 | $3.8M | 28k | 139.35 | |
Vanguard Emerging Markets ETF (VWO) | 1.4 | $3.8M | 93k | 41.00 | |
Vanguard European ETF (VGK) | 1.3 | $3.5M | 61k | 56.22 | |
UnitedHealth (UNH) | 1.0 | $2.6M | 9.8k | 266.06 | |
Ishares Msci Japan (EWJ) | 1.0 | $2.6M | 43k | 60.24 | |
Allergan | 1.0 | $2.6M | 13k | 190.48 | |
Comcast Corporation (CMCSA) | 0.9 | $2.5M | 71k | 35.41 | |
Enterprise Products Partners (EPD) | 0.9 | $2.4M | 84k | 28.73 | |
Bank of America Corporation (BAC) | 0.9 | $2.4M | 80k | 29.46 | |
Citigroup (C) | 0.9 | $2.3M | 33k | 71.73 | |
At&t (T) | 0.9 | $2.3M | 67k | 33.59 | |
Vanguard Europe Pacific ETF (VEA) | 0.8 | $2.2M | 52k | 43.26 | |
Gilead Sciences (GILD) | 0.8 | $2.2M | 28k | 77.23 | |
Vanguard Information Technology ETF (VGT) | 0.8 | $2.1M | 11k | 202.58 | |
Blackstone | 0.7 | $1.9M | 51k | 38.07 | |
Landmark Infrastructure | 0.7 | $1.9M | 140k | 13.85 | |
Goldman Sachs (GS) | 0.7 | $1.9M | 8.5k | 224.28 | |
Pimco Dynamic Credit Income other | 0.7 | $1.9M | 78k | 24.12 | |
Vanguard Value ETF (VTV) | 0.7 | $1.8M | 16k | 110.66 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.7 | $1.8M | 193k | 9.27 | |
Berkshire Hathaway (BRK.B) | 0.7 | $1.7M | 8.0k | 214.13 | |
Doubleline Income Solutions (DSL) | 0.7 | $1.7M | 84k | 20.20 | |
Goldman Sachs Etf Tr (GSLC) | 0.7 | $1.7M | 29k | 58.76 | |
Blackrock Multi-sector Incom other (BIT) | 0.6 | $1.6M | 97k | 16.92 | |
Brookfield Real Assets Incom shs ben int (RA) | 0.6 | $1.6M | 71k | 23.06 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.6M | 5.5k | 290.70 | |
Pfizer (PFE) | 0.6 | $1.5M | 35k | 44.06 | |
Facebook Inc cl a (META) | 0.6 | $1.5M | 9.1k | 164.44 | |
Johnson & Johnson (JNJ) | 0.5 | $1.4M | 10k | 138.19 | |
Verizon Communications (VZ) | 0.5 | $1.4M | 26k | 53.40 | |
Amazon (AMZN) | 0.5 | $1.3M | 664.00 | 2003.01 | |
Home Depot (HD) | 0.5 | $1.3M | 6.4k | 207.17 | |
Emerson Electric (EMR) | 0.5 | $1.3M | 17k | 76.57 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.3M | 15k | 85.01 | |
Vanguard S&p 500 Etf idx (VOO) | 0.5 | $1.3M | 4.9k | 267.08 | |
Hldgs (UAL) | 0.5 | $1.3M | 14k | 89.08 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.5 | $1.3M | 33k | 38.23 | |
American Airls (AAL) | 0.5 | $1.3M | 31k | 41.33 | |
Microsoft Corporation (MSFT) | 0.5 | $1.2M | 11k | 114.40 | |
Pioneer Natural Resources | 0.5 | $1.2M | 7.1k | 174.18 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.5 | $1.2M | 18k | 68.28 | |
Prudential Financial (PRU) | 0.5 | $1.2M | 12k | 101.28 | |
BlackRock (BLK) | 0.4 | $1.1M | 2.4k | 471.19 | |
CIGNA Corporation | 0.4 | $1.1M | 5.5k | 208.18 | |
Visa (V) | 0.4 | $1.2M | 7.7k | 150.10 | |
Walt Disney Company (DIS) | 0.4 | $1.1M | 9.7k | 116.91 | |
Duke Energy (DUK) | 0.4 | $1.1M | 14k | 80.00 | |
Energy Transfer Partners | 0.4 | $1.1M | 51k | 22.25 | |
Chevron Corporation (CVX) | 0.4 | $1.1M | 9.1k | 122.26 | |
Merck & Co (MRK) | 0.4 | $1.1M | 16k | 70.95 | |
Lowe's Companies (LOW) | 0.4 | $1.1M | 9.6k | 114.79 | |
General Motors Company (GM) | 0.4 | $1.1M | 33k | 33.67 | |
iShares S&P 500 Index (IVV) | 0.4 | $1.1M | 3.6k | 292.62 | |
Financial Select Sector SPDR (XLF) | 0.4 | $1.1M | 39k | 27.59 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $1.1M | 13k | 82.21 | |
SPDR S&P World ex-US (SPDW) | 0.4 | $1.1M | 35k | 30.78 | |
Harris Corporation | 0.4 | $1.0M | 6.1k | 169.18 | |
Lam Research Corporation (LRCX) | 0.4 | $1.0M | 6.8k | 151.76 | |
Allianzgi Conv & Inc Fd taxable cef | 0.4 | $989k | 142k | 6.95 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.4 | $1.0M | 30k | 33.25 | |
Cisco Systems (CSCO) | 0.4 | $965k | 20k | 48.65 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $977k | 819.00 | 1192.92 | |
International Business Machines (IBM) | 0.4 | $953k | 6.3k | 151.27 | |
First Trust DJ Internet Index Fund (FDN) | 0.3 | $932k | 6.6k | 141.60 | |
Sanofi-Aventis SA (SNY) | 0.3 | $890k | 20k | 44.67 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.3 | $860k | 28k | 31.11 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.3 | $860k | 47k | 18.51 | |
Industries N shs - a - (LYB) | 0.3 | $851k | 8.3k | 102.53 | |
FedEx Corporation (FDX) | 0.3 | $819k | 3.4k | 240.88 | |
Carnival Corporation (CCL) | 0.3 | $816k | 13k | 63.75 | |
Valero Energy Corporation (VLO) | 0.3 | $808k | 7.1k | 113.80 | |
Celgene Corporation | 0.3 | $820k | 9.2k | 89.54 | |
Nuveen Preferred And equity (JPI) | 0.3 | $819k | 36k | 22.69 | |
SPDR DJ Wilshire Large Cap (SPLG) | 0.3 | $796k | 23k | 34.07 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $730k | 17k | 42.94 | |
State Street Corporation (STT) | 0.3 | $748k | 8.9k | 83.73 | |
Caterpillar (CAT) | 0.3 | $732k | 4.8k | 152.50 | |
CBS Corporation | 0.3 | $743k | 13k | 57.47 | |
Raytheon Company | 0.3 | $733k | 3.5k | 206.77 | |
Amgen (AMGN) | 0.3 | $746k | 3.6k | 207.22 | |
Procter & Gamble Company (PG) | 0.3 | $743k | 8.9k | 83.17 | |
Texas Instruments Incorporated (TXN) | 0.3 | $733k | 6.8k | 107.26 | |
Dorchester Minerals (DMLP) | 0.3 | $724k | 36k | 20.39 | |
Broadcom (AVGO) | 0.3 | $728k | 3.0k | 246.78 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $729k | 3.9k | 185.73 | |
PNC Financial Services (PNC) | 0.3 | $720k | 5.3k | 136.23 | |
Lockheed Martin Corporation (LMT) | 0.3 | $705k | 2.0k | 345.76 | |
Morgan Stanley Emerging Markets Domestic (EDD) | 0.3 | $701k | 104k | 6.74 | |
Carlyle Group | 0.3 | $699k | 31k | 22.56 | |
United Parcel Service (UPS) | 0.3 | $674k | 5.8k | 116.79 | |
Novartis (NVS) | 0.3 | $673k | 7.8k | 86.14 | |
Biogen Idec (BIIB) | 0.3 | $689k | 2.0k | 353.33 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 0.3 | $697k | 58k | 12.04 | |
Vodafone Group New Adr F (VOD) | 0.3 | $675k | 31k | 21.70 | |
Nucor Corporation (NUE) | 0.2 | $647k | 10k | 63.43 | |
Schlumberger (SLB) | 0.2 | $662k | 11k | 60.96 | |
Nuveen Senior Income Fund | 0.2 | $651k | 106k | 6.16 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $657k | 10k | 64.08 | |
Chubb (CB) | 0.2 | $647k | 4.8k | 133.59 | |
Eaton Vance Fltng Rate 2022 | 0.2 | $653k | 71k | 9.26 | |
Intel Corporation (INTC) | 0.2 | $644k | 14k | 47.27 | |
Bristol Myers Squibb (BMY) | 0.2 | $602k | 9.7k | 62.06 | |
Pepsi (PEP) | 0.2 | $601k | 5.4k | 111.73 | |
SPDR S&P Emerging Markets (SPEM) | 0.2 | $613k | 18k | 34.81 | |
Iron Mountain (IRM) | 0.2 | $604k | 18k | 34.51 | |
Wells Fargo & Company (WFC) | 0.2 | $583k | 11k | 52.53 | |
Western Digital (WDC) | 0.2 | $574k | 9.8k | 58.57 | |
CVS Caremark Corporation (CVS) | 0.2 | $580k | 7.4k | 78.69 | |
Capital One Financial (COF) | 0.2 | $574k | 6.0k | 94.97 | |
Plains All American Pipeline (PAA) | 0.2 | $580k | 23k | 25.00 | |
NVIDIA Corporation (NVDA) | 0.2 | $562k | 2.0k | 281.00 | |
Philip Morris International (PM) | 0.2 | $563k | 6.9k | 81.57 | |
Williams Companies (WMB) | 0.2 | $563k | 21k | 27.19 | |
WisdomTree Japan SmallCap Div (DFJ) | 0.2 | $547k | 7.1k | 77.42 | |
SPDR Gold Trust (GLD) | 0.2 | $545k | 4.8k | 112.84 | |
Materials SPDR (XLB) | 0.2 | $556k | 9.6k | 57.92 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.2 | $562k | 43k | 13.07 | |
Kkr & Co (KKR) | 0.2 | $559k | 21k | 27.27 | |
Callon Pete Co Del Com Stk | 0.2 | $539k | 45k | 11.99 | |
SPDR Morgan Stanley Technology (XNTK) | 0.2 | $526k | 5.6k | 94.43 | |
Stanley Black & Decker (SWK) | 0.2 | $513k | 3.5k | 146.57 | |
Xpo Logistics Inc equity (XPO) | 0.2 | $488k | 4.3k | 114.15 | |
Abbvie (ABBV) | 0.2 | $492k | 5.2k | 94.62 | |
Discover Financial Services (DFS) | 0.2 | $474k | 6.2k | 76.45 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $486k | 1.8k | 270.00 | |
Motorola Solutions (MSI) | 0.2 | $482k | 3.7k | 130.27 | |
Altria (MO) | 0.2 | $455k | 7.5k | 60.30 | |
Cimarex Energy | 0.2 | $446k | 4.8k | 92.92 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $453k | 4.5k | 101.80 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $435k | 2.0k | 220.25 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $455k | 16k | 27.72 | |
AvalonBay Communities (AVB) | 0.2 | $417k | 2.3k | 181.30 | |
O'reilly Automotive (ORLY) | 0.2 | $417k | 1.2k | 347.50 | |
Morgan Stanley (MS) | 0.1 | $396k | 8.5k | 46.59 | |
Everest Re Group (EG) | 0.1 | $388k | 1.7k | 228.24 | |
Applied Materials (AMAT) | 0.1 | $398k | 10k | 38.64 | |
Alibaba Group Holding (BABA) | 0.1 | $389k | 2.4k | 164.55 | |
Royal Dutch Shell | 0.1 | $369k | 5.2k | 70.96 | |
Total (TTE) | 0.1 | $359k | 5.6k | 64.45 | |
Entergy Corporation (ETR) | 0.1 | $373k | 4.6k | 81.09 | |
Cummins (CMI) | 0.1 | $351k | 2.4k | 146.25 | |
Union Pacific Corporation (UNP) | 0.1 | $345k | 2.1k | 162.97 | |
Halliburton Company (HAL) | 0.1 | $342k | 8.4k | 40.55 | |
Honeywell International (HON) | 0.1 | $333k | 2.0k | 166.50 | |
Nextera Energy (NEE) | 0.1 | $335k | 2.0k | 167.50 | |
Accenture (ACN) | 0.1 | $355k | 2.1k | 170.02 | |
Hershey Company (HSY) | 0.1 | $337k | 3.3k | 102.12 | |
Radian (RDN) | 0.1 | $341k | 17k | 20.67 | |
Nabors Industries | 0.1 | $344k | 56k | 6.16 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $334k | 9.0k | 37.11 | |
Walgreen Boots Alliance (WBA) | 0.1 | $335k | 4.6k | 72.83 | |
Dowdupont | 0.1 | $354k | 5.5k | 64.25 | |
Ross Stores (ROST) | 0.1 | $307k | 3.1k | 99.03 | |
Air Products & Chemicals (APD) | 0.1 | $317k | 1.9k | 166.84 | |
EOG Resources (EOG) | 0.1 | $308k | 2.4k | 127.64 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $303k | 5.1k | 59.41 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $325k | 4.1k | 79.27 | |
Neuberger Berman Real Estate Sec (NRO) | 0.1 | $316k | 64k | 4.94 | |
Eli Lilly & Co. (LLY) | 0.1 | $290k | 2.7k | 107.41 | |
Xilinx | 0.1 | $297k | 3.7k | 80.27 | |
Gaming & Leisure Pptys (GLPI) | 0.1 | $300k | 8.5k | 35.29 | |
Tapestry (TPR) | 0.1 | $297k | 5.9k | 50.34 | |
American Express Company (AXP) | 0.1 | $259k | 2.4k | 106.32 | |
Deere & Company (DE) | 0.1 | $261k | 1.7k | 150.17 | |
Qualcomm (QCOM) | 0.1 | $268k | 3.7k | 71.98 | |
Shire | 0.1 | $272k | 1.5k | 181.33 | |
SPDR Barclays Capital High Yield B | 0.1 | $260k | 7.2k | 36.07 | |
Marathon Petroleum Corp (MPC) | 0.1 | $264k | 3.3k | 80.00 | |
Perrigo Company (PRGO) | 0.1 | $276k | 3.9k | 70.77 | |
Crown Castle Intl (CCI) | 0.1 | $267k | 2.4k | 111.25 | |
MasterCard Incorporated (MA) | 0.1 | $245k | 1.1k | 222.73 | |
Total System Services | 0.1 | $237k | 2.4k | 98.75 | |
Dominion Resources (D) | 0.1 | $247k | 3.5k | 70.39 | |
Molson Coors Brewing Company (TAP) | 0.1 | $246k | 4.0k | 61.50 | |
Thermo Fisher Scientific (TMO) | 0.1 | $244k | 998.00 | 244.49 | |
Ford Motor Company (F) | 0.1 | $235k | 25k | 9.24 | |
DTE Energy Company (DTE) | 0.1 | $235k | 2.2k | 109.30 | |
QEP Resources | 0.1 | $230k | 20k | 11.33 | |
Phillips 66 (PSX) | 0.1 | $237k | 2.1k | 112.86 | |
Mplx (MPLX) | 0.1 | $238k | 6.9k | 34.66 | |
L3 Technologies | 0.1 | $234k | 1.1k | 212.73 | |
J.B. Hunt Transport Services (JBHT) | 0.1 | $202k | 1.7k | 119.03 | |
PG&E Corporation (PCG) | 0.1 | $212k | 4.6k | 46.09 | |
Amphenol Corporation (APH) | 0.1 | $216k | 2.3k | 93.91 | |
Southwest Airlines (LUV) | 0.1 | $219k | 3.5k | 62.57 | |
Vail Resorts (MTN) | 0.1 | $220k | 800.00 | 275.00 | |
Oasis Petroleum | 0.1 | $207k | 15k | 14.18 | |
LogMeIn | 0.1 | $214k | 2.4k | 89.17 | |
Kinder Morgan (KMI) | 0.1 | $206k | 12k | 17.69 | |
Oppenheimer Rev Weighted Etf large cap rev et | 0.1 | $206k | 3.8k | 54.21 | |
Nutrien (NTR) | 0.1 | $208k | 3.6k | 57.78 | |
Invesco Senior Loan Etf otr (BKLN) | 0.1 | $209k | 9.0k | 23.22 | |
Ares Dynamic Cr Allocation (ARDC) | 0.1 | $191k | 12k | 15.53 | |
Eaton Vance Senior Income Trust (EVF) | 0.0 | $68k | 11k | 6.48 |