E&G Advisors as of Sept. 30, 2019
Portfolio Holdings for E&G Advisors
E&G Advisors holds 180 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Dividend Appreciation ETF (VIG) | 12.1 | $30M | 252k | 119.58 | |
iShares Russell 1000 Growth Index (IWF) | 7.4 | $18M | 115k | 159.63 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 3.8 | $9.5M | 322k | 29.64 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 3.8 | $9.4M | 66k | 143.08 | |
iShares Lehman Aggregate Bond (AGG) | 2.9 | $7.3M | 65k | 113.16 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.5 | $6.3M | 50k | 127.49 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $4.8M | 41k | 117.69 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $4.1M | 3.4k | 1221.01 | |
SPDR DJ Wilshire Large Cap (SPLG) | 1.6 | $4.1M | 117k | 34.85 | |
Delta Air Lines (DAL) | 1.5 | $3.7M | 64k | 57.60 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.5 | $3.7M | 32k | 116.29 | |
Apple (AAPL) | 1.5 | $3.6M | 16k | 223.98 | |
Spdr S&p 500 Etf (SPY) | 1.4 | $3.4M | 12k | 296.74 | |
Vanguard Emerging Markets ETF (VWO) | 1.4 | $3.4M | 85k | 40.26 | |
Vanguard Small-Cap Value ETF (VBR) | 1.3 | $3.3M | 26k | 128.85 | |
Vanguard European ETF (VGK) | 1.1 | $2.8M | 52k | 53.61 | |
Comcast Corporation (CMCSA) | 1.0 | $2.4M | 54k | 45.08 | |
Starwood Property Trust (STWD) | 1.0 | $2.5M | 101k | 24.22 | |
At&t (T) | 0.9 | $2.4M | 63k | 37.84 | |
Ishares Msci Japan (EWJ) | 0.9 | $2.4M | 42k | 56.74 | |
Vanguard Information Technology ETF (VGT) | 0.9 | $2.3M | 11k | 215.58 | |
SPDR Gold Trust (GLD) | 0.9 | $2.3M | 16k | 138.91 | |
Enterprise Products Partners (EPD) | 0.9 | $2.2M | 79k | 28.58 | |
Sprott Physical Gold Trust (PHYS) | 0.9 | $2.2M | 186k | 11.83 | |
Blackstone Group Inc Com Cl A (BX) | 0.8 | $2.1M | 44k | 48.84 | |
Doubleline Income Solutions (DSL) | 0.8 | $2.1M | 104k | 19.92 | |
Citigroup (C) | 0.8 | $2.1M | 30k | 69.07 | |
Amazon (AMZN) | 0.8 | $2.0M | 1.1k | 1735.92 | |
Berkshire Hathaway (BRK.B) | 0.7 | $1.8M | 8.9k | 208.04 | |
Pimco Dynamic Credit Income other | 0.7 | $1.8M | 75k | 24.48 | |
Vanguard Europe Pacific ETF (VEA) | 0.7 | $1.8M | 44k | 41.07 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.7 | $1.8M | 46k | 38.89 | |
Bank of America Corporation (BAC) | 0.7 | $1.8M | 61k | 29.17 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.7 | $1.8M | 176k | 10.05 | |
Western Asset Hgh Yld Dfnd (HYI) | 0.7 | $1.7M | 113k | 15.16 | |
Goldman Sachs Etf Tr (GSLC) | 0.7 | $1.7M | 29k | 59.88 | |
Microsoft Corporation (MSFT) | 0.7 | $1.7M | 12k | 139.07 | |
Vanguard Value ETF (VTV) | 0.7 | $1.6M | 15k | 111.63 | |
Blackrock Multi-sector Incom other (BIT) | 0.7 | $1.6M | 95k | 17.16 | |
Gilead Sciences (GILD) | 0.6 | $1.6M | 25k | 63.38 | |
Brookfield Real Assets Incom shs ben int (RA) | 0.6 | $1.5M | 65k | 22.58 | |
Visa (V) | 0.6 | $1.4M | 8.4k | 172.05 | |
Merck & Co (MRK) | 0.6 | $1.4M | 17k | 84.20 | |
UnitedHealth (UNH) | 0.6 | $1.4M | 6.4k | 217.28 | |
iShares Gold Trust | 0.5 | $1.3M | 92k | 14.08 | |
Goldman Sachs (GS) | 0.5 | $1.3M | 6.1k | 207.21 | |
General Motors Company (GM) | 0.5 | $1.2M | 33k | 37.48 | |
Nuveen Preferred And equity (JPI) | 0.5 | $1.2M | 50k | 24.72 | |
Nextera Energy (NEE) | 0.5 | $1.2M | 5.3k | 233.02 | |
Home Depot (HD) | 0.5 | $1.2M | 5.2k | 231.94 | |
Facebook Inc cl a (META) | 0.5 | $1.2M | 6.7k | 178.14 | |
Johnson & Johnson (JNJ) | 0.5 | $1.2M | 9.1k | 129.35 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | 16k | 70.62 | |
Pfizer (PFE) | 0.5 | $1.1M | 32k | 35.92 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $1.1M | 4.0k | 272.50 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.4 | $1.1M | 42k | 26.71 | |
iShares S&P 500 Index (IVV) | 0.4 | $1.1M | 3.6k | 298.64 | |
Financial Select Sector SPDR (XLF) | 0.4 | $1.0M | 37k | 27.99 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.4 | $1.0M | 33k | 31.96 | |
Prudential Financial (PRU) | 0.4 | $1.0M | 11k | 89.91 | |
Lam Research Corporation (LRCX) | 0.4 | $1.0M | 4.4k | 231.14 | |
BlackRock (BLK) | 0.4 | $994k | 2.2k | 445.74 | |
Verizon Communications (VZ) | 0.4 | $1.0M | 17k | 60.36 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $998k | 819.00 | 1218.56 | |
Emerson Electric (EMR) | 0.4 | $969k | 15k | 66.83 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $948k | 23k | 40.86 | |
Cisco Systems (CSCO) | 0.4 | $953k | 19k | 49.42 | |
First Trust DJ Internet Index Fund (FDN) | 0.4 | $949k | 7.1k | 134.61 | |
SPDR S&P World ex-US (SPDW) | 0.4 | $958k | 33k | 29.35 | |
Duke Energy (DUK) | 0.4 | $949k | 9.9k | 95.86 | |
Walt Disney Company (DIS) | 0.4 | $912k | 7.0k | 130.29 | |
Chevron Corporation (CVX) | 0.3 | $868k | 7.3k | 118.58 | |
Lowe's Companies (LOW) | 0.3 | $880k | 8.0k | 110.00 | |
SPDR S&P Emerging Markets (SPEM) | 0.3 | $840k | 25k | 34.26 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.3 | $848k | 14k | 61.25 | |
Intel Corporation (INTC) | 0.3 | $826k | 16k | 51.55 | |
Lockheed Martin Corporation (LMT) | 0.3 | $819k | 2.1k | 390.00 | |
Energy Transfer Equity (ET) | 0.3 | $824k | 63k | 13.08 | |
International Business Machines (IBM) | 0.3 | $800k | 5.5k | 145.45 | |
Sanofi-Aventis SA (SNY) | 0.3 | $789k | 17k | 46.34 | |
Hldgs (UAL) | 0.3 | $787k | 8.9k | 88.43 | |
Industries N shs - a - (LYB) | 0.3 | $801k | 9.0k | 89.50 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.3 | $750k | 25k | 30.00 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $741k | 3.9k | 188.79 | |
American Airls (AAL) | 0.3 | $716k | 27k | 26.96 | |
Morgan Stanley Emerging Markets Domestic (EDD) | 0.3 | $699k | 106k | 6.59 | |
Eaton Vance Fltng Rate 2022 | 0.3 | $691k | 76k | 9.15 | |
Pioneer Natural Resources | 0.3 | $667k | 5.3k | 125.85 | |
Amgen (AMGN) | 0.3 | $658k | 3.4k | 193.53 | |
Raytheon Company | 0.2 | $617k | 3.1k | 196.18 | |
Valero Energy Corporation (VLO) | 0.2 | $614k | 7.2k | 85.28 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $632k | 14k | 44.49 | |
Allianzgi Conv & Inc Fd taxable cef | 0.2 | $634k | 113k | 5.64 | |
Broadcom (AVGO) | 0.2 | $621k | 2.3k | 276.00 | |
Caterpillar (CAT) | 0.2 | $594k | 4.7k | 126.38 | |
Novartis (NVS) | 0.2 | $588k | 6.8k | 86.88 | |
Procter & Gamble Company (PG) | 0.2 | $601k | 4.8k | 124.35 | |
Texas Instruments Incorporated (TXN) | 0.2 | $599k | 4.6k | 129.26 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 0.2 | $604k | 58k | 10.42 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.2 | $610k | 43k | 14.19 | |
Nuveen Senior Income Fund | 0.2 | $609k | 106k | 5.77 | |
PNC Financial Services (PNC) | 0.2 | $571k | 4.1k | 140.12 | |
Nucor Corporation (NUE) | 0.2 | $580k | 11k | 50.88 | |
MasterCard Incorporated (MA) | 0.2 | $557k | 2.1k | 271.71 | |
CBS Corporation | 0.2 | $526k | 13k | 40.37 | |
Applied Materials (AMAT) | 0.2 | $529k | 11k | 49.91 | |
Xpo Logistics Inc equity (XPO) | 0.2 | $526k | 7.4k | 71.56 | |
Carlyle Group | 0.2 | $524k | 21k | 25.57 | |
Agnc Invt Corp Com reit (AGNC) | 0.2 | $534k | 33k | 16.08 | |
Dominion Resources (D) | 0.2 | $496k | 6.1k | 81.06 | |
Proshares Ultrashort S&p 500 | 0.2 | $507k | 17k | 29.48 | |
Allianzgi Con Incm 2024 Targ | 0.2 | $492k | 53k | 9.37 | |
L3harris Technologies (LHX) | 0.2 | $501k | 2.4k | 208.75 | |
FedEx Corporation (FDX) | 0.2 | $437k | 3.0k | 145.67 | |
Deere & Company (DE) | 0.2 | $439k | 2.6k | 168.85 | |
Pinnacle West Capital Corporation (PNW) | 0.2 | $437k | 4.5k | 97.11 | |
Chubb (CB) | 0.2 | $438k | 2.7k | 161.62 | |
Capital One Financial (COF) | 0.2 | $413k | 4.5k | 90.89 | |
Philip Morris International (PM) | 0.2 | $425k | 5.6k | 75.89 | |
Qualcomm (QCOM) | 0.2 | $414k | 5.4k | 76.34 | |
Constellation Brands (STZ) | 0.2 | $425k | 2.1k | 207.32 | |
Alibaba Group Holding (BABA) | 0.2 | $412k | 2.5k | 167.21 | |
Iron Mountain (IRM) | 0.2 | $431k | 13k | 32.37 | |
Discover Financial Services (DFS) | 0.2 | $397k | 4.9k | 81.02 | |
Eli Lilly & Co. (LLY) | 0.2 | $391k | 3.5k | 111.71 | |
Bristol Myers Squibb (BMY) | 0.2 | $401k | 7.9k | 50.76 | |
American Electric Power Company (AEP) | 0.2 | $403k | 4.3k | 93.72 | |
Vodafone Group New Adr F (VOD) | 0.2 | $410k | 21k | 19.90 | |
Lennar Corporation (LEN) | 0.1 | $385k | 6.9k | 55.80 | |
Wells Fargo & Company (WFC) | 0.1 | $383k | 7.6k | 50.41 | |
Morgan Stanley (MS) | 0.1 | $384k | 9.0k | 42.67 | |
WisdomTree Japan SmallCap Div (DFJ) | 0.1 | $383k | 5.6k | 68.69 | |
Radian (RDN) | 0.1 | $377k | 17k | 22.85 | |
Motorola Solutions (MSI) | 0.1 | $375k | 2.2k | 170.45 | |
United Parcel Service (UPS) | 0.1 | $359k | 3.0k | 119.67 | |
Entergy Corporation (ETR) | 0.1 | $352k | 3.0k | 117.33 | |
Humana (HUM) | 0.1 | $358k | 1.4k | 255.71 | |
Plains All American Pipeline (PAA) | 0.1 | $344k | 17k | 20.72 | |
KLA-Tencor Corporation (KLAC) | 0.1 | $343k | 2.2k | 159.53 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $350k | 9.3k | 37.53 | |
Neuberger Berman Real Estate Sec (NRO) | 0.1 | $343k | 61k | 5.67 | |
Blackstone Mtg Tr (BXMT) | 0.1 | $341k | 9.5k | 35.89 | |
Ishares Tr ibnd dec25 etf (IBDQ) | 0.1 | $349k | 14k | 25.85 | |
Kkr & Co (KKR) | 0.1 | $349k | 13k | 26.85 | |
State Street Corporation (STT) | 0.1 | $316k | 5.3k | 59.25 | |
CVS Caremark Corporation (CVS) | 0.1 | $320k | 5.1k | 63.10 | |
Altria (MO) | 0.1 | $313k | 7.6k | 40.94 | |
Hershey Company (HSY) | 0.1 | $325k | 2.1k | 154.76 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $336k | 6.0k | 56.00 | |
Phillips 66 (PSX) | 0.1 | $317k | 3.1k | 102.26 | |
Stanley Black & Decker (SWK) | 0.1 | $303k | 2.1k | 144.29 | |
Xilinx | 0.1 | $288k | 3.0k | 96.00 | |
Williams Companies (WMB) | 0.1 | $288k | 12k | 24.09 | |
Abbvie (ABBV) | 0.1 | $303k | 4.0k | 75.75 | |
Dxc Technology (DXC) | 0.1 | $304k | 10k | 29.51 | |
Cigna Corp (CI) | 0.1 | $304k | 2.0k | 152.00 | |
Thermo Fisher Scientific (TMO) | 0.1 | $275k | 945.00 | 291.01 | |
Royal Dutch Shell | 0.1 | $276k | 4.6k | 60.00 | |
Biogen Idec (BIIB) | 0.1 | $271k | 1.2k | 232.62 | |
Total (TTE) | 0.1 | $280k | 5.4k | 51.95 | |
AvalonBay Communities (AVB) | 0.1 | $280k | 1.3k | 215.38 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.1 | $275k | 2.5k | 108.78 | |
Union Pacific Corporation (UNP) | 0.1 | $243k | 1.5k | 162.00 | |
Honeywell International (HON) | 0.1 | $254k | 1.5k | 169.33 | |
Schlumberger (SLB) | 0.1 | $242k | 7.1k | 34.20 | |
Target Corporation (TGT) | 0.1 | $238k | 2.2k | 106.73 | |
Ishares Tr usa min vo (USMV) | 0.1 | $250k | 3.9k | 64.10 | |
Cummins (CMI) | 0.1 | $228k | 1.4k | 162.86 | |
NVIDIA Corporation (NVDA) | 0.1 | $214k | 1.2k | 173.98 | |
Everest Re Group (EG) | 0.1 | $226k | 850.00 | 265.88 | |
Accenture (ACN) | 0.1 | $229k | 1.2k | 192.76 | |
Oracle Corporation (ORCL) | 0.1 | $215k | 3.9k | 55.13 | |
Ares Dynamic Cr Allocation (ARDC) | 0.1 | $221k | 15k | 14.93 | |
Gaming & Leisure Pptys (GLPI) | 0.1 | $218k | 5.7k | 38.25 | |
Amphenol Corporation (APH) | 0.1 | $212k | 2.2k | 96.36 | |
Crown Castle Intl (CCI) | 0.1 | $209k | 1.5k | 139.33 | |
Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $205k | 3.8k | 53.95 | |
Callon Pete Co Del Com Stk | 0.1 | $147k | 34k | 4.33 | |
Eaton Vance Senior Income Trust (EVF) | 0.0 | $64k | 11k | 6.10 | |
Nabors Industries | 0.0 | $50k | 27k | 1.89 |