E&G Advisors, LP Incresed Positions in Q4 2024

E&G Advisors, LP

  • $361 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.97K
+ 15.48%
$567.81 - $607.81 $2.25M - $2.41M
29.6K $17.4M
GOOGL
Alphabet Inc.

Communication Services
251
+ 0.5%
$161.86 - $196.66 $40.6K - $49.4K
50.3K $9.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
365
+ 1.31%
$481.22 - $538.17 $176K - $196K
28.2K $14.4M
VGT
Vanguard Information Technolog

ETFs
290
+ 2.46%
$571.78 - $647.97 $166K - $188K
12.1K $7.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.06K
+ 9.41%
$66.77 - $71.52 $471K - $505K
82.1K $5.66M
VBR
Vanguard Small Cap Value ETF

ETFs
2.91K
+ 14.76%
$197.36 - $217.3 $575K - $633K
22.7K $4.49M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.11K
+ 60.04%
$97.11 - $104.1 $496K - $532K
13.6K $1.33M
META
Meta Platforms, Inc.

Communication Services
535
+ 7.54%
$554.08 - $632.68 $296K - $338K
7.63K $4.5M
IWM
Ishares Russell 2000 ETF

ETFs
1.9K
+ 9.63%
$216.13 - $242.4 $410K - $460K
21.6K $4.78M
GLD
Spdr Gold Trust

ETFs
1.82K
+ 7.91%
$236.59 - $257.5 $429K - $467K
24.8K $6M
XLK
Technology Sector Spdr

ETFs
600
+ 4.39%
$220.26 - $241.44 $132K - $145K
14.3K $3.31M
KKR
Kkr & Co. Inc.

Financial Services
300
+ 3.49%
$129.87 - $162.87 $39K - $48.9K
8.9K $1.32M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.13%
$163.08 - $198.16 $1.63K - $1.98K
7.97K $1.52M
WFC
Wells Fargo & Company

Financial Services
986
+ 15.09%
$54.98 - $77.35 $54.2K - $76.3K
7.52K $528K
XLF
Financial Sector Spdr

ETFs
650
+ 1.77%
$44.89 - $51.34 $29.2K - $33.4K
37.4K $1.81M
XLY
Select Sector Spdr Consumer Di

ETFs
10
+ 0.25%
$194.8 - $239.43 $1.95K - $2.39K
3.99K $894K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.06K
+ 20.33%
$43.84 - $48.76 $134K - $149K
18.1K $797K
PANW
Palo Alto Networks Inc

Technology
1.06K
+ 170.97%
$181.96 - $405.9 $193K - $430K
1.68K $305K
XLI
Industrial Sector Spdr

ETFs
850
+ 13.12%
$131.76 - $143.99 $112K - $122K
7.33K $965K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
330
+ 3.18%
$105.85 - $112.84 $34.9K - $37.2K
10.7K $1.18M
ET
Energy Transfer LP

Energy
1
+ 0.0%
$16.05 - $19.86 $16.1 - $19.9
22.3K $437K
PHYS
Sprott Physical Gold Trust

Financial Services
4.64K
+ 6.71%
$19.66 - $21.66 $91.2K - $100K
73.7K $1.48M
HYG
Ishares Tr

ETFs
950
+ 23.17%
$78.09 - $80.04 $74.2K - $76K
5.05K $397K
ORCL
Oracle Corp

Technology
400
+ 10.81%
$165.41 - $192.43 $66.2K - $77K
4.1K $683K
XLU
Utilities Sector Spdr

ETFs
900
+ 20.38%
$74.89 - $82.93 $67.4K - $74.6K
5.32K $402K
IWN
Ishares Russell2000 Val ETF

ETFs
350
+ 6.69%
$162.69 - $181.35 $56.9K - $63.5K
5.59K $916K
F
Ford Motor CO

Consumer Cyclical
3.91K
+ 21.6%
$9.69 - $11.4 $37.8K - $44.5K
22K $217K
ETR
Entergy Corp

Utilities
2K
+ 86.96%
$73.19 - $156.4 $146K - $313K
4.3K $326K
T
At&T Inc.

Communication Services
101
+ 0.91%
$21.22 - $23.88 $2.14K - $2.41K
11.2K $255K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
25
+ 0.36%
$59.58 - $63.93 $1.49K - $1.6K
7.06K $431K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.68%
$280.04 - $302.45 $1.4K - $1.51K
736 $213K
PM
Philip Morris International Inc.

Consumer Defensive
90
+ 2.51%
$118.38 - $133.06 $10.7K - $12K
3.67K $441K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.19K
+ 3.8%
$51.09 - $55.27 $60.5K - $65.5K
32.3K $1.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50
+ 2.02%
$113.92 - $127.38 $5.7K - $6.37K
2.53K $291K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
115
+ 0.94%
$44.33 - $49.55 $5.1K - $5.7K
12.4K $554K
FNDX
Schwab Fundamental U S Large C

ETFs
6.08K
+ 200.0%
$23.49 - $71.77 $143K - $437K
9.13K $216K
TGT
Target Corp

Consumer Defensive
259
+ 11.82%
$121.59 - $160.69 $31.5K - $41.6K
2.45K $331K
VNQ
Vanguard Specialized Funds Van

ETFs
300
+ 6.57%
$87.85 - $98.6 $26.4K - $29.6K
4.87K $433K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
97
+ 1.2%
$442.29 - $483.08 $42.9K - $46.9K
8.21K $3.72M
DUK
Duke Energy Corp

Utilities
200
+ 3.64%
$105.76 - $120.76 $21.2K - $24.2K
5.7K $614K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8
+ 0.1%
$38.37 - $42.82 $307 - $343
8.22K $315K
AEP
American Electric Power CO Inc

Utilities
100
+ 2.88%
$90.91 - $102.21 $9.09K - $10.2K
3.57K $329K
MSFT
Microsoft Corp

Technology
202
+ 1.56%
$406.35 - $454.46 $82.1K - $91.8K
13.2K $5.55M
PDI
Pimco Dynamic Income Fund

Financial Services
1.99K
+ 5.35%
$18.33 - $20.85 $36.5K - $41.5K
39.2K $718K
XLB
Select Sector Spdr Fd Material

ETFs
20
+ 0.66%
$83.8 - $97.58 $1.68K - $1.95K
3.07K $258K
FCX
Freeport Mcmoran Inc

Basic Materials
200
+ 3.82%
$38.08 - $50.82 $7.62K - $10.2K
5.43K $206K
EEM
Ishares Msci Emerging Markets

ETFs
200
+ 1.13%
$41.82 - $47.36 $8.36K - $9.47K
17.9K $750K
QCOM
Qualcomm Inc

Technology
39
+ 0.9%
$150.4 - $178.04 $5.87K - $6.94K
4.38K $672K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
45
+ 0.45%
$56.27 - $69.89 $2.53K - $3.15K
10.1K $574K
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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