E&G Advisors as of June 30, 2020
Portfolio Holdings for E&G Advisors
E&G Advisors holds 174 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Dividend Appreciation ETF (VIG) | 12.0 | $31M | 265k | 117.18 | |
iShares Russell 1000 Growth Index (IWF) | 10.8 | $28M | 146k | 191.95 | |
iShares Lehman Aggregate Bond (AGG) | 7.8 | $20M | 170k | 118.21 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 3.9 | $10M | 62k | 163.94 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 3.7 | $9.5M | 308k | 30.86 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.6 | $6.8M | 51k | 134.50 | |
Spdr S&p 500 Etf (SPY) | 2.3 | $5.9M | 19k | 308.36 | |
Apple (AAPL) | 2.1 | $5.3M | 15k | 364.80 | |
Alphabet Inc Class A cs (GOOGL) | 1.7 | $4.4M | 3.1k | 1417.98 | |
Amazon (AMZN) | 1.6 | $4.1M | 1.5k | 2758.50 | |
SPDR DJ Wilshire Large Cap (SPLG) | 1.5 | $3.9M | 108k | 36.25 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.5 | $3.9M | 48k | 81.61 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.5 | $3.8M | 31k | 123.00 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $3.3M | 35k | 94.07 | |
Vanguard Information Technology ETF (VGT) | 1.2 | $3.2M | 11k | 278.68 | |
Vanguard Emerging Markets ETF (VWO) | 1.1 | $2.7M | 69k | 39.61 | |
Microsoft Corporation (MSFT) | 0.9 | $2.4M | 12k | 203.55 | |
Vanguard European ETF (VGK) | 0.8 | $2.2M | 44k | 50.33 | |
SPDR Gold Trust (GLD) | 0.8 | $2.1M | 13k | 167.35 | |
Ishares Msci Japan (EWJ) | 0.8 | $2.0M | 36k | 54.93 | |
Western Asset Hgh Yld Dfnd (HYI) | 0.7 | $1.9M | 134k | 13.97 | |
SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.7 | $1.8M | 41k | 44.91 | |
Citigroup (C) | 0.7 | $1.8M | 35k | 51.11 | |
Gilead Sciences (GILD) | 0.7 | $1.8M | 23k | 76.95 | |
Vanguard Small-Cap Value ETF (VBR) | 0.7 | $1.8M | 17k | 106.92 | |
Comcast Corporation (CMCSA) | 0.7 | $1.8M | 45k | 38.97 | |
UnitedHealth (UNH) | 0.6 | $1.6M | 5.5k | 294.98 | |
At&t (T) | 0.6 | $1.6M | 53k | 30.23 | |
Facebook Inc cl a (META) | 0.6 | $1.6M | 6.8k | 227.03 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.6 | $1.5M | 41k | 36.69 | |
Vanguard Europe Pacific ETF (VEA) | 0.6 | $1.5M | 39k | 38.80 | |
Goldman Sachs Etf Tr (GSLC) | 0.6 | $1.5M | 24k | 62.62 | |
Starwood Property Trust (STWD) | 0.6 | $1.5M | 99k | 14.96 | |
Visa (V) | 0.6 | $1.5M | 7.6k | 193.13 | |
Delta Air Lines (DAL) | 0.6 | $1.5M | 52k | 28.04 | |
Blackstone Group Inc Com Cl A (BX) | 0.6 | $1.4M | 26k | 56.68 | |
Doubleline Income Solutions (DSL) | 0.6 | $1.4M | 94k | 15.37 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.6 | $1.4M | 175k | 8.23 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.5 | $1.4M | 5.6k | 247.51 | |
Blackrock Multi-sector Incom other (BIT) | 0.5 | $1.4M | 96k | 14.41 | |
Home Depot (HD) | 0.5 | $1.4M | 5.4k | 250.42 | |
First Trust DJ Internet Index Fund (FDN) | 0.5 | $1.3M | 7.6k | 170.51 | |
Pimco Dynamic Credit Income other | 0.5 | $1.3M | 70k | 18.43 | |
Berkshire Hathaway (BRK.B) | 0.5 | $1.3M | 7.1k | 178.49 | |
Lam Research Corporation (LRCX) | 0.5 | $1.2M | 3.9k | 323.38 | |
Merck & Co (MRK) | 0.5 | $1.2M | 16k | 77.35 | |
Nextera Energy (NEE) | 0.5 | $1.2M | 5.1k | 240.24 | |
Goldman Sachs (GS) | 0.5 | $1.2M | 6.2k | 197.56 | |
Vanguard Value ETF (VTV) | 0.5 | $1.2M | 12k | 99.56 | |
Nuveen Preferred And equity (JPI) | 0.5 | $1.2M | 53k | 22.64 | |
Johnson & Johnson (JNJ) | 0.4 | $1.1M | 8.1k | 140.61 | |
Vanguard S&p 500 Etf idx (VOO) | 0.4 | $1.1M | 4.0k | 283.50 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $1.1M | 781.00 | 1413.57 | |
Enterprise Products Partners (EPD) | 0.4 | $1.1M | 61k | 18.16 | |
iShares S&P 500 Index (IVV) | 0.4 | $1.1M | 3.5k | 309.83 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.4 | $995k | 34k | 28.98 | |
Verizon Communications (VZ) | 0.4 | $995k | 18k | 55.10 | |
Lowe's Companies (LOW) | 0.4 | $973k | 7.2k | 135.14 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.4 | $960k | 9.5k | 101.20 | |
Pfizer (PFE) | 0.4 | $953k | 29k | 32.70 | |
Brookfield Real Assets Incom shs ben int (RA) | 0.4 | $923k | 55k | 16.65 | |
Bank of America Corporation (BAC) | 0.4 | $906k | 38k | 23.76 | |
Cisco Systems (CSCO) | 0.3 | $820k | 18k | 46.63 | |
Financial Select Sector SPDR (XLF) | 0.3 | $781k | 34k | 23.15 | |
Intel Corporation (INTC) | 0.3 | $780k | 13k | 59.86 | |
Technology SPDR (XLK) | 0.3 | $770k | 7.4k | 104.51 | |
Walt Disney Company (DIS) | 0.3 | $770k | 6.9k | 111.58 | |
SPDR S&P World ex-US (SPDW) | 0.3 | $764k | 28k | 27.63 | |
Lockheed Martin Corporation (LMT) | 0.3 | $763k | 2.1k | 365.07 | |
Sanofi-Aventis SA (SNY) | 0.3 | $749k | 15k | 51.04 | |
Emerson Electric (EMR) | 0.3 | $748k | 12k | 62.00 | |
Exxon Mobil Corporation (XOM) | 0.3 | $733k | 16k | 44.70 | |
Amgen (AMGN) | 0.3 | $731k | 3.1k | 235.81 | |
SPDR S&P Emerging Markets (SPEM) | 0.3 | $710k | 21k | 33.45 | |
Altria (MO) | 0.3 | $697k | 18k | 39.33 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $676k | 17k | 40.00 | |
Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.3 | $676k | 49k | 13.80 | |
Chevron Corporation (CVX) | 0.3 | $670k | 7.5k | 89.19 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $655k | 19k | 34.66 | |
First Trust Cloud Computing Et (SKYY) | 0.2 | $646k | 8.7k | 74.47 | |
Duke Energy (DUK) | 0.2 | $623k | 7.8k | 79.87 | |
Broadcom (AVGO) | 0.2 | $615k | 2.0k | 315.38 | |
Ishares Tr usa min vo (USMV) | 0.2 | $590k | 9.7k | 60.64 | |
General Motors Company (GM) | 0.2 | $590k | 23k | 25.29 | |
Allianzgi Con Incm 2024 Targ | 0.2 | $584k | 66k | 8.88 | |
Texas Instruments Incorporated (TXN) | 0.2 | $581k | 4.6k | 127.02 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.2 | $571k | 9.4k | 60.46 | |
Eaton Vance Fltng Rate 2022 | 0.2 | $561k | 69k | 8.11 | |
International Business Machines (IBM) | 0.2 | $556k | 4.6k | 120.87 | |
Novartis (NVS) | 0.2 | $547k | 6.3k | 87.27 | |
Alibaba Group Holding (BABA) | 0.2 | $545k | 2.5k | 215.67 | |
Procter & Gamble Company (PG) | 0.2 | $530k | 4.4k | 119.56 | |
Prudential Financial (PRU) | 0.2 | $530k | 8.7k | 60.92 | |
Caterpillar (CAT) | 0.2 | $519k | 4.1k | 126.59 | |
MasterCard Incorporated (MA) | 0.2 | $517k | 1.8k | 295.43 | |
Eli Lilly & Co. (LLY) | 0.2 | $509k | 3.1k | 164.19 | |
Carlyle Group (CG) | 0.2 | $508k | 18k | 27.91 | |
Xpo Logistics Inc equity (XPO) | 0.2 | $487k | 6.3k | 77.30 | |
Nuveen Senior Income Fund | 0.2 | $475k | 101k | 4.70 | |
Humana (HUM) | 0.2 | $465k | 1.2k | 387.50 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 0.2 | $455k | 43k | 10.64 | |
NVIDIA Corporation (NVDA) | 0.2 | $443k | 1.2k | 380.26 | |
Pioneer Natural Resources | 0.2 | $438k | 4.5k | 97.59 | |
Nucor Corporation (NUE) | 0.2 | $435k | 11k | 41.43 | |
Dominion Resources (D) | 0.2 | $432k | 5.3k | 81.22 | |
FedEx Corporation (FDX) | 0.2 | $432k | 3.1k | 140.26 | |
Industries N shs - a - (LYB) | 0.2 | $424k | 6.5k | 65.74 | |
Cbtx | 0.2 | $420k | 20k | 21.00 | |
Abbvie (ABBV) | 0.2 | $418k | 4.3k | 98.15 | |
Lennar Corporation (LEN) | 0.2 | $413k | 6.7k | 61.64 | |
Applied Materials (AMAT) | 0.2 | $411k | 6.8k | 60.44 | |
Deere & Company (DE) | 0.2 | $409k | 2.6k | 157.31 | |
BlackRock (BLK) | 0.2 | $408k | 750.00 | 544.00 | |
Morgan Stanley (MS) | 0.2 | $406k | 8.4k | 48.33 | |
Agnc Invt Corp Com reit (AGNC) | 0.2 | $404k | 31k | 12.91 | |
KLA-Tencor Corporation (KLAC) | 0.2 | $399k | 2.1k | 194.63 | |
Allianzgi Conv & Inc Fd taxable cef | 0.2 | $397k | 91k | 4.38 | |
Bristol Myers Squibb (BMY) | 0.2 | $394k | 6.7k | 58.81 | |
Qualcomm (QCOM) | 0.2 | $392k | 4.3k | 91.10 | |
L3harris Technologies (LHX) | 0.1 | $376k | 2.2k | 169.75 | |
Cigna Corp (CI) | 0.1 | $375k | 2.0k | 187.50 | |
Proshares Ultrashort S&p 500 | 0.1 | $371k | 19k | 19.42 | |
Valero Energy Corporation (VLO) | 0.1 | $365k | 6.2k | 58.87 | |
Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $361k | 14k | 26.60 | |
Target Corporation (TGT) | 0.1 | $348k | 2.9k | 120.00 | |
Philip Morris International (PM) | 0.1 | $343k | 4.9k | 70.00 | |
Thermo Fisher Scientific (TMO) | 0.1 | $342k | 945.00 | 361.90 | |
Constellation Brands (STZ) | 0.1 | $341k | 2.0k | 174.87 | |
Ishares Tr ibnd dec25 etf (IBDQ) | 0.1 | $337k | 13k | 26.96 | |
United Parcel Service (UPS) | 0.1 | $334k | 3.0k | 111.33 | |
Morgan Stanley Emerging Markets Domestic (EDD) | 0.1 | $334k | 59k | 5.65 | |
Viacomcbs (PARA) | 0.1 | $329k | 14k | 23.30 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $329k | 2.6k | 127.57 | |
Energy Transfer Equity (ET) | 0.1 | $327k | 46k | 7.11 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $322k | 6.0k | 53.67 | |
Xilinx | 0.1 | $315k | 3.2k | 98.44 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $315k | 4.3k | 73.26 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $313k | 24k | 13.21 | |
CVS Caremark Corporation (CVS) | 0.1 | $313k | 4.8k | 64.92 | |
Health Care SPDR (XLV) | 0.1 | $310k | 3.1k | 99.94 | |
Kkr & Co (KKR) | 0.1 | $293k | 9.5k | 30.84 | |
Hldgs (UAL) | 0.1 | $286k | 8.3k | 34.63 | |
PNC Financial Services (PNC) | 0.1 | $284k | 2.7k | 105.19 | |
State Street Corporation (STT) | 0.1 | $282k | 4.4k | 63.61 | |
Biogen Idec (BIIB) | 0.1 | $281k | 1.1k | 267.62 | |
Motorola Solutions (MSI) | 0.1 | $280k | 2.0k | 140.00 | |
Ares Dynamic Cr Allocation (ARDC) | 0.1 | $279k | 23k | 11.92 | |
Stanley Black & Decker (SWK) | 0.1 | $279k | 2.0k | 139.50 | |
Vodafone Group New Adr F (VOD) | 0.1 | $273k | 17k | 15.96 | |
Newmont Mining Corporation (NEM) | 0.1 | $272k | 4.4k | 61.82 | |
Entergy Corporation (ETR) | 0.1 | $272k | 2.9k | 93.79 | |
Hershey Company (HSY) | 0.1 | $272k | 2.1k | 129.52 | |
Iron Mountain (IRM) | 0.1 | $269k | 10k | 26.12 | |
WisdomTree Japan SmallCap Div (DFJ) | 0.1 | $268k | 4.2k | 63.87 | |
Crown Castle Intl (CCI) | 0.1 | $268k | 1.6k | 167.50 | |
Chubb (CB) | 0.1 | $266k | 2.1k | 126.67 | |
Activision Blizzard | 0.1 | $266k | 3.5k | 76.00 | |
American Electric Power Company (AEP) | 0.1 | $263k | 3.3k | 79.70 | |
Paypal Holdings (PYPL) | 0.1 | $261k | 1.5k | 174.12 | |
Radian (RDN) | 0.1 | $256k | 17k | 15.52 | |
Union Pacific Corporation (UNP) | 0.1 | $254k | 1.5k | 169.33 | |
Energy Select Sector SPDR (XLE) | 0.1 | $245k | 6.5k | 37.78 | |
SPDR Morgan Stanley Technology (XNTK) | 0.1 | $243k | 2.4k | 99.22 | |
Discover Financial Services (DFS) | 0.1 | $235k | 4.7k | 50.00 | |
Accenture (ACN) | 0.1 | $234k | 1.1k | 215.07 | |
Vanguard REIT ETF (VNQ) | 0.1 | $233k | 3.0k | 78.48 | |
Cummins (CMI) | 0.1 | $225k | 1.3k | 173.08 | |
Nike (NKE) | 0.1 | $216k | 2.2k | 98.18 | |
Oracle Corporation (ORCL) | 0.1 | $210k | 3.8k | 55.26 | |
Blackstone Mtg Tr (BXMT) | 0.1 | $205k | 8.5k | 24.12 | |
AvalonBay Communities (AVB) | 0.1 | $201k | 1.3k | 154.62 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $198k | 11k | 18.30 | |
Neuberger Berman Real Estate Sec (NRO) | 0.1 | $147k | 41k | 3.63 | |
General Electric Company | 0.0 | $75k | 11k | 6.87 |