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E&G Advisors, LP

SEC CIK
0001598550
Latest filing
Jul 23, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 12, 2021. Long positions only.

Institution overview
Positions
199
No 13F data for Q4 2020
Portfolio value
$341.2M
No 13F data for Q4 2020
Filed
Apr 12, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of E&G Advisors, LP in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Dividend Appreciation ETF921908844ETF273,518$40.2M11.8%–––
iShares Russell 1000 Growth ETF464287614ETF160,969$39.1M11.5%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF198,228$22.6M6.6%–––
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF273,031$8.10M2.4%–––
iShares Tr46428743220 YR TR BD ETF58,072$7.87M2.3%–––
SPYSPDR S&P 500 ETF TrustETF19,843$7.86M2.3%––History
iShares Tips Bond ETF464287176ETF60,877$7.64M2.2%–––
GOOGLAlphabet Inc.Stock3,022$6.23M1.8%––History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF47,509$6.18M1.8%–––
AAPLApple Inc.Stock49,100$6.00M1.8%––History
JPMJPMorgan Chase & CoStock35,312$5.38M1.6%––History
AMZNAmazon Com IncStock1,692$5.24M1.5%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF105,537$4.92M1.4%–––
Vanguard Morningstar Value ETF922908744ETF36,614$4.81M1.4%–––
iShares Tr464288513IBOXX HI YD ETF53,088$4.63M1.4%–––
Vanguard Ftse Emerging Markets ETF922042858ETF82,264$4.28M1.3%–––
Vanguard Information Technology ETF92204A702ETF11,770$4.22M1.2%–––
MSFTMicrosoft CorpStock12,933$3.05M0.9%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF18,244$3.02M0.9%–––
iShares Tr4642874571 3 YR TREAS BD34,350$2.96M0.9%–––
CCitigroup IncStock38,103$2.77M0.8%––History
GLDSPDR Gold TrustETF17,279$2.76M0.8%––History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF43,013$2.71M0.8%–––
DALDelta Air Lines, Inc.COM NEW52,088$2.52M0.7%––History
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF35,872$2.49M0.7%–––
STWDStarwood Property Trust, Inc.COM97,579$2.41M0.7%––History
iShares Inc46434G822MSCI JAPAN ETF34,931$2.39M0.7%–––
LRCXLam Research CorpCOM3,901$2.32M0.7%––History
Vanguard Ftse Developed Markets ETF921943858ETF43,547$2.14M0.6%–––
HYIWestern Asset High Yield Opportunity Fund Inc.COM137,687$2.13M0.6%––History
METAMeta Platforms, Inc.Stock7,107$2.09M0.6%––History
UNHUnitedHealth Group IncStock5,544$2.06M0.6%––History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF35,524$2.00M0.6%–––
GSGoldman Sachs Group IncStock5,930$1.94M0.6%––History
BRK.BBerkshire Hathaway IncStock7,583$1.94M0.6%––History
Invesco QQQ Trust Series I46090E103ETF5,847$1.87M0.5%–––
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG23,545$1.86M0.5%–––
CMCSAComcast CorpStock32,153$1.74M0.5%––History
BITBlackRock Multi-Sector Income TrustCOM96,415$1.74M0.5%––History
HDHome Depot, Inc.Stock5,604$1.71M0.5%––History
First Trust Dow Jones Internet Index Fund33733E302ETF7,823$1.71M0.5%–––
DSLDoubleLine Income Solutions FundCOM93,250$1.69M0.5%––History
VVisa Inc.Stock7,928$1.68M0.5%––History
GMGeneral Motors CoCOM29,166$1.68M0.5%––History
JPCNuveen Preferred & Income Opportunities FundCOM173,623$1.65M0.5%––History
BACBank of America CorpStock40,435$1.56M0.5%––History
PCIPIMCO Dynamic Credit & Mortgage Income FundCOM SHS69,064$1.54M0.5%––History
iShares Core S&P 500 ETF464287200ETF3,819$1.52M0.4%–––
NEENextera Energy IncStock19,934$1.51M0.4%––History
GOOGAlphabet Inc.Stock721$1.49M0.4%––History
Vanguard S&P 500 ETF922908363ETF4,000$1.46M0.4%–––
GILDGilead Sciences, Inc.Stock21,309$1.38M0.4%––History
LOWLowes Companies IncStock7,198$1.37M0.4%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF40,167$1.37M0.4%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,590$1.36M0.4%–––
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF35,817$1.36M0.4%–––
VanEck ETF Trust92189F106GOLD MINERS ETF41,463$1.35M0.4%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF10,136$1.35M0.4%–––
JNJJohnson & JohnsonStock8,081$1.33M0.4%––History
BXBlackstone Inc.COM17,734$1.32M0.4%––History
JPINuveen Preferred Securities & Income Opportunities FundCOM52,325$1.31M0.4%––History
MRKMerck & Co., Inc.Stock16,359$1.26M0.4%––History
TAT&T Inc.Stock41,570$1.26M0.4%––History
EPDEnterprise Products Partners L.P.Stock56,754$1.25M0.4%––History
VZVerizon Communications IncStock20,417$1.19M0.3%––History
RABrookfield Real Assets Income Fund Inc.SHS BEN INT54,343$1.13M0.3%––History
PFEPfizer IncStock30,442$1.10M0.3%––History
EMREmerson Electric CoStock11,720$1.06M0.3%––History
SPDR Series Trust78468R622ST BLOO HIGH ETF9,320$1.01M0.3%–––
CSCOCisco Systems, Inc.Stock18,437$953.0K0.3%––History
DEDeere & CoStock2,500$935.0K0.3%––History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF26,307$930.0K0.3%–––
iShares Tr464287234MSCI EMG MKT ETF17,300$923.0K0.3%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF20,472$896.0K0.3%–––
XOMExxonMobil Holdings CorpCOM15,931$889.0K0.3%––History
AMATApplied Materials IncStock6,604$882.0K0.3%––History
First Trust Cloud Computing ETF33734X192ETF9,084$870.0K0.3%–––
AVGOBroadcom Inc.Stock1,870$867.0K0.3%––History
CATCaterpillar IncStock3,700$858.0K0.3%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF5,081$854.0K0.3%–––
FDXFedEx CorpStock2,980$846.0K0.2%––History
INTCIntel CorpStock13,038$834.0K0.2%––History
NUENucor CorpCOM10,300$827.0K0.2%––History
TXNTexas Instruments IncStock4,305$814.0K0.2%––History
LMTLockheed Martin CorpStock2,159$798.0K0.2%––History
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF9,424$785.0K0.2%–––
CVXChevron CorpStock7,493$785.0K0.2%––History
PMPhilip Morris International Inc.Stock8,819$783.0K0.2%––History
AMGNAmgen IncStock3,097$771.0K0.2%––History
PRUPrudential Financial IncStock8,400$765.0K0.2%––History
XPOXPO, Inc.COM6,000$740.0K0.2%––History
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM49,000$737.0K0.2%––History
MAMastercard IncStock2,048$729.0K0.2%––History
KLACKLA CorpCOM NEW2,170$717.0K0.2%––History
iShares Tr464288687PFD AND INCM SEC18,476$709.0K0.2%–––
PXDPioneer Natural Resources CoCOM4,325$687.0K0.2%––History
TGTTarget CorpStock3,462$686.0K0.2%––History
CBHVirtus Convertible & Income 2024 Target Term FundCOM65,800$682.0K0.2%––History
PGProcter & Gamble CoStock4,963$672.0K0.2%––History
LYBLyondellBasell Industries N.V.SHS - A -6,450$671.0K0.2%––History