E&G Advisors, LP has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $317 Million distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $38.4M, Ishares Russell 1000 Gr ETF with a value of $36.6M, Vanguard Value ETF with a value of $12.4M, Spdr S&P 500 ETF Trust with a value of $10.2M, and Invesco Qqq Trust, Series 1 with a value of $9.02M.

Examining the 13F form we can see an increase of $36.4M in the current position value, from $281M to 317M.

Below you can find more details about E&G Advisors, LP portfolio as well as his latest detailed transactions.

Portfolio value $317 Million
ETFs: $192 Million
Financial Services: $35.2 Million
Technology: $28.5 Million
Communication Services: $14.9 Million
Healthcare: $11.5 Million
Energy: $10.5 Million
Consumer Cyclical: $9.87 Million
Industrials: $7.49 Million
Other: $7.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 201
  • Current Value $317 Million
  • Prior Value $281 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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