E&G Advisors as of June 30, 2019
Portfolio Holdings for E&G Advisors
E&G Advisors holds 178 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Dividend Appreciation ETF (VIG) | 12.4 | $29M | 252k | 115.16 | |
iShares Russell 1000 Growth Index (IWF) | 7.8 | $18M | 116k | 157.34 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 3.7 | $8.7M | 66k | 132.82 | |
iShares Lehman Aggregate Bond (AGG) | 3.1 | $7.2M | 65k | 111.34 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 2.8 | $6.5M | 222k | 29.17 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.7 | $6.3M | 51k | 124.36 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $4.9M | 44k | 111.79 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $3.8M | 3.6k | 1082.82 | |
Vanguard Emerging Markets ETF (VWO) | 1.6 | $3.8M | 90k | 42.52 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.6 | $3.8M | 33k | 115.49 | |
Delta Air Lines (DAL) | 1.6 | $3.7M | 64k | 56.75 | |
Vanguard Small-Cap Value ETF (VBR) | 1.4 | $3.4M | 26k | 130.53 | |
Apple (AAPL) | 1.4 | $3.3M | 17k | 197.94 | |
Spdr S&p 500 Etf (SPY) | 1.3 | $3.1M | 11k | 292.98 | |
Vanguard European ETF (VGK) | 1.3 | $3.0M | 54k | 54.89 | |
Comcast Corporation (CMCSA) | 1.0 | $2.4M | 56k | 42.29 | |
SPDR DJ Wilshire Large Cap (SPLG) | 1.0 | $2.4M | 68k | 34.54 | |
Ishares Msci Japan (EWJ) | 1.0 | $2.3M | 42k | 54.58 | |
Enterprise Products Partners (EPD) | 1.0 | $2.3M | 79k | 28.86 | |
Citigroup (C) | 0.9 | $2.2M | 31k | 70.04 | |
Vanguard Information Technology ETF (VGT) | 0.9 | $2.2M | 10k | 210.90 | |
Amazon (AMZN) | 0.9 | $2.1M | 1.1k | 1893.79 | |
Doubleline Income Solutions (DSL) | 0.9 | $2.1M | 104k | 19.97 | |
Bank of America Corporation (BAC) | 0.9 | $2.1M | 71k | 28.99 | |
At&t (T) | 0.8 | $2.0M | 60k | 33.51 | |
Starwood Property Trust (STWD) | 0.8 | $2.0M | 86k | 22.72 | |
Vanguard Europe Pacific ETF (VEA) | 0.8 | $1.9M | 45k | 41.70 | |
Berkshire Hathaway (BRK.B) | 0.8 | $1.9M | 8.8k | 213.18 | |
Pimco Dynamic Credit Income other | 0.8 | $1.8M | 75k | 23.89 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.7 | $1.7M | 176k | 9.91 | |
Gilead Sciences (GILD) | 0.7 | $1.7M | 25k | 67.55 | |
Goldman Sachs Etf Tr (GSLC) | 0.7 | $1.7M | 29k | 58.76 | |
Blackrock Multi-sector Incom other (BIT) | 0.7 | $1.6M | 95k | 17.45 | |
Vanguard Value ETF (VTV) | 0.7 | $1.6M | 15k | 110.93 | |
UnitedHealth (UNH) | 0.7 | $1.6M | 6.4k | 244.05 | |
Microsoft Corporation (MSFT) | 0.7 | $1.5M | 11k | 133.97 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.6 | $1.5M | 39k | 38.72 | |
Pfizer (PFE) | 0.6 | $1.4M | 33k | 43.31 | |
Merck & Co (MRK) | 0.6 | $1.4M | 16k | 83.83 | |
Johnson & Johnson (JNJ) | 0.6 | $1.3M | 9.6k | 139.31 | |
Western Asset Hgh Yld Dfnd (HYI) | 0.6 | $1.3M | 90k | 14.97 | |
Visa (V) | 0.6 | $1.3M | 7.6k | 173.50 | |
Facebook Inc cl a (META) | 0.6 | $1.3M | 6.7k | 193.01 | |
General Motors Company (GM) | 0.5 | $1.3M | 33k | 38.54 | |
Goldman Sachs (GS) | 0.5 | $1.2M | 6.1k | 204.59 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | 16k | 76.62 | |
Nuveen Preferred And equity (JPI) | 0.5 | $1.2M | 49k | 23.68 | |
Home Depot (HD) | 0.5 | $1.1M | 5.5k | 207.98 | |
Prudential Financial (PRU) | 0.5 | $1.2M | 11k | 100.96 | |
Nextera Energy (NEE) | 0.5 | $1.1M | 5.3k | 204.91 | |
SPDR S&P World ex-US (SPDW) | 0.5 | $1.1M | 36k | 29.58 | |
Vanguard S&p 500 Etf idx (VOO) | 0.5 | $1.1M | 4.0k | 269.25 | |
BlackRock (BLK) | 0.5 | $1.0M | 2.2k | 469.51 | |
Cisco Systems (CSCO) | 0.5 | $1.1M | 19k | 54.73 | |
iShares S&P 500 Index (IVV) | 0.5 | $1.1M | 3.6k | 294.77 | |
Financial Select Sector SPDR (XLF) | 0.5 | $1.1M | 38k | 27.60 | |
Allergan | 0.5 | $1.0M | 6.3k | 167.49 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.4 | $1.0M | 33k | 31.29 | |
First Trust DJ Internet Index Fund (FDN) | 0.4 | $1.0M | 7.0k | 143.84 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $974k | 23k | 42.91 | |
Verizon Communications (VZ) | 0.4 | $977k | 17k | 57.13 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.4 | $985k | 39k | 25.55 | |
Walt Disney Company (DIS) | 0.4 | $950k | 6.8k | 139.71 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.4 | $927k | 15k | 60.69 | |
Duke Energy (DUK) | 0.4 | $935k | 11k | 88.21 | |
Chevron Corporation (CVX) | 0.4 | $923k | 7.4k | 124.39 | |
Emerson Electric (EMR) | 0.4 | $921k | 14k | 66.74 | |
Energy Transfer Equity (ET) | 0.4 | $892k | 63k | 14.08 | |
SPDR S&P Emerging Markets (SPEM) | 0.4 | $880k | 25k | 35.77 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $885k | 819.00 | 1080.59 | |
American Airls (AAL) | 0.4 | $866k | 27k | 32.61 | |
SPDR Gold Trust (GLD) | 0.4 | $854k | 6.4k | 133.23 | |
Lam Research Corporation (LRCX) | 0.4 | $845k | 4.5k | 187.78 | |
Lowe's Companies (LOW) | 0.3 | $827k | 8.2k | 100.85 | |
Pioneer Natural Resources | 0.3 | $815k | 5.3k | 153.77 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.3 | $816k | 27k | 30.63 | |
Intel Corporation (INTC) | 0.3 | $777k | 16k | 47.89 | |
Hldgs (UAL) | 0.3 | $779k | 8.9k | 87.53 | |
Industries N shs - a - (LYB) | 0.3 | $771k | 9.0k | 86.15 | |
International Business Machines (IBM) | 0.3 | $758k | 5.5k | 137.82 | |
Lockheed Martin Corporation (LMT) | 0.3 | $727k | 2.0k | 363.50 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $717k | 14k | 50.26 | |
Sanofi-Aventis SA (SNY) | 0.3 | $737k | 17k | 43.29 | |
Eaton Vance Fltng Rate 2022 | 0.3 | $701k | 76k | 9.28 | |
Morgan Stanley Emerging Markets Domestic (EDD) | 0.3 | $670k | 97k | 6.91 | |
CBS Corporation | 0.3 | $650k | 13k | 49.89 | |
Allianzgi Conv & Inc Fd taxable cef | 0.3 | $652k | 115k | 5.65 | |
Broadcom (AVGO) | 0.3 | $648k | 2.3k | 288.00 | |
Caterpillar (CAT) | 0.3 | $641k | 4.7k | 136.38 | |
Nucor Corporation (NUE) | 0.3 | $628k | 11k | 55.09 | |
Novartis (NVS) | 0.3 | $632k | 6.9k | 91.36 | |
Amgen (AMGN) | 0.3 | $627k | 3.4k | 184.41 | |
Nuveen Senior Income Fund | 0.3 | $626k | 106k | 5.93 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $640k | 3.4k | 186.86 | |
Valero Energy Corporation (VLO) | 0.3 | $616k | 7.2k | 85.56 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 0.3 | $609k | 58k | 10.51 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.3 | $604k | 43k | 14.05 | |
Dxc Technology (DXC) | 0.2 | $579k | 11k | 55.14 | |
PNC Financial Services (PNC) | 0.2 | $559k | 4.1k | 137.18 | |
Raytheon Company | 0.2 | $564k | 3.2k | 173.81 | |
Carlyle Group | 0.2 | $565k | 25k | 22.61 | |
Altria (MO) | 0.2 | $537k | 11k | 47.33 | |
Philip Morris International (PM) | 0.2 | $534k | 6.8k | 78.53 | |
Texas Instruments Incorporated (TXN) | 0.2 | $532k | 4.6k | 114.80 | |
Proshares Ultrashort S&p 500 | 0.2 | $528k | 17k | 30.70 | |
FedEx Corporation (FDX) | 0.2 | $493k | 3.0k | 164.33 | |
Dominion Resources (D) | 0.2 | $488k | 6.3k | 77.25 | |
Applied Materials (AMAT) | 0.2 | $490k | 11k | 44.95 | |
MasterCard Incorporated (MA) | 0.2 | $463k | 1.8k | 264.57 | |
Procter & Gamble Company (PG) | 0.2 | $475k | 4.3k | 109.62 | |
Discover Financial Services (DFS) | 0.2 | $450k | 5.8k | 77.59 | |
Capital One Financial (COF) | 0.2 | $412k | 4.5k | 90.67 | |
Deere & Company (DE) | 0.2 | $431k | 2.6k | 165.77 | |
Qualcomm (QCOM) | 0.2 | $413k | 5.4k | 76.16 | |
WisdomTree Japan SmallCap Div (DFJ) | 0.2 | $419k | 6.3k | 66.12 | |
Plains All American Pipeline (PAA) | 0.2 | $429k | 18k | 24.38 | |
Pinnacle West Capital Corporation (PNW) | 0.2 | $423k | 4.5k | 94.00 | |
Xpo Logistics Inc equity (XPO) | 0.2 | $425k | 7.4k | 57.82 | |
Alibaba Group Holding (BABA) | 0.2 | $418k | 2.5k | 169.64 | |
Iron Mountain (IRM) | 0.2 | $416k | 13k | 31.28 | |
Agnc Invt Corp Com reit (AGNC) | 0.2 | $424k | 25k | 16.83 | |
Eli Lilly & Co. (LLY) | 0.2 | $388k | 3.5k | 110.86 | |
Morgan Stanley (MS) | 0.2 | $394k | 9.0k | 43.78 | |
Constellation Brands (STZ) | 0.2 | $404k | 2.1k | 197.07 | |
Chubb (CB) | 0.2 | $399k | 2.7k | 147.23 | |
Lennar Corporation (LEN) | 0.2 | $378k | 7.8k | 48.46 | |
Bristol Myers Squibb (BMY) | 0.2 | $367k | 8.1k | 45.31 | |
American Electric Power Company (AEP) | 0.2 | $378k | 4.3k | 87.91 | |
Radian (RDN) | 0.2 | $377k | 17k | 22.85 | |
Humana (HUM) | 0.2 | $371k | 1.4k | 265.00 | |
O'reilly Automotive (ORLY) | 0.2 | $369k | 1.0k | 369.00 | |
Motorola Solutions (MSI) | 0.2 | $367k | 2.2k | 166.82 | |
Wells Fargo & Company (WFC) | 0.1 | $360k | 7.6k | 47.38 | |
Williams Companies (WMB) | 0.1 | $342k | 12k | 28.02 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $344k | 9.3k | 36.89 | |
Phillips 66 (PSX) | 0.1 | $355k | 3.8k | 93.42 | |
Ishares Tr ibnd dec25 etf (IBDQ) | 0.1 | $346k | 14k | 25.63 | |
Kkr & Co (KKR) | 0.1 | $341k | 14k | 25.26 | |
Xilinx | 0.1 | $330k | 2.8k | 117.86 | |
CVS Caremark Corporation (CVS) | 0.1 | $331k | 6.1k | 54.52 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $335k | 6.0k | 55.83 | |
Blackstone Mtg Tr (BXMT) | 0.1 | $338k | 9.5k | 35.58 | |
Vodafone Group New Adr F (VOD) | 0.1 | $336k | 21k | 16.31 | |
State Street Corporation (STT) | 0.1 | $299k | 5.3k | 56.07 | |
United Parcel Service (UPS) | 0.1 | $310k | 3.0k | 103.33 | |
Stanley Black & Decker (SWK) | 0.1 | $304k | 2.1k | 144.76 | |
Union Pacific Corporation (UNP) | 0.1 | $304k | 1.8k | 168.89 | |
Royal Dutch Shell | 0.1 | $316k | 4.8k | 65.83 | |
Total (TTE) | 0.1 | $301k | 5.4k | 55.84 | |
Entergy Corporation (ETR) | 0.1 | $309k | 3.0k | 103.00 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $301k | 2.6k | 118.04 | |
Neuberger Berman Real Estate Sec (NRO) | 0.1 | $311k | 61k | 5.14 | |
Cigna Corp (CI) | 0.1 | $315k | 2.0k | 157.50 | |
Thermo Fisher Scientific (TMO) | 0.1 | $278k | 945.00 | 294.18 | |
Schlumberger (SLB) | 0.1 | $281k | 7.1k | 39.72 | |
Biogen Idec (BIIB) | 0.1 | $272k | 1.2k | 233.48 | |
Hershey Company (HSY) | 0.1 | $281k | 2.1k | 133.81 | |
Abbvie (ABBV) | 0.1 | $291k | 4.0k | 72.75 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.1 | $275k | 2.5k | 108.78 | |
Honeywell International (HON) | 0.1 | $262k | 1.5k | 174.67 | |
AvalonBay Communities (AVB) | 0.1 | $264k | 1.3k | 203.08 | |
DTE Energy Company (DTE) | 0.1 | $262k | 2.1k | 127.80 | |
Cummins (CMI) | 0.1 | $240k | 1.4k | 171.43 | |
Callon Pete Co Del Com Stk | 0.1 | $230k | 35k | 6.58 | |
Allianzgi Con Incm 2024 Targ | 0.1 | $226k | 25k | 9.22 | |
Everest Re Group (EG) | 0.1 | $210k | 850.00 | 247.06 | |
Accenture (ACN) | 0.1 | $220k | 1.2k | 185.19 | |
EOG Resources (EOG) | 0.1 | $204k | 2.2k | 93.36 | |
Oracle Corporation (ORCL) | 0.1 | $222k | 3.9k | 56.92 | |
Amphenol Corporation (APH) | 0.1 | $211k | 2.2k | 95.91 | |
SPDR Morgan Stanley Technology (XNTK) | 0.1 | $213k | 2.9k | 72.60 | |
Sarepta Therapeutics (SRPT) | 0.1 | $209k | 1.4k | 151.67 | |
Gaming & Leisure Pptys (GLPI) | 0.1 | $222k | 5.7k | 38.95 | |
Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $203k | 3.8k | 53.42 | |
Ares Dynamic Cr Allocation (ARDC) | 0.1 | $186k | 12k | 15.12 | |
Nabors Industries | 0.0 | $88k | 31k | 2.89 | |
QEP Resources | 0.0 | $74k | 10k | 7.18 | |
Eaton Vance Senior Income Trust (EVF) | 0.0 | $65k | 11k | 6.19 |