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E&G Advisors, LP
E&G Advisors, LP is an asset and wealth management firm based in Houston, Texas. Founded in 2004, the firm specializes in managing equity, fixed income, and balanced portfolios and provides investment advisory services to individuals, families, businesses, trusts, corporations, and charitable organizations. As a registered investment adviser with the SEC, E&G Advisors currently employs approximately 4 people and is committed to fiduciary duty and transparent fee structures. Clients are served across the U.S. with a focus on personalized investment management.
Investment Strategy
E&G Advisors adopts a diversified investment management strategy, specializing in equity, fixed income, and balanced portfolios. The firm emphasizes global investment opportunities and personal service as core elements of its philosophy. It manages portfolios for individuals, families, businesses, and non-profits, using rigorous investment analysis and a balanced approach to asset allocation. E&G Advisors is noted for its transparency, acting in its clients’ best interests by avoiding commission-based recommendations and relying on fee-based advisory.
Latest 13F Filing Activity
E&G Advisors, LP filed their most recent 13F report on Sep 30, 2025 disclosing 225 equity positions with a total 13F market value of $430M. The fund increased holdings in Ishares TR, SPDR S&P 500 Etf TR, SPDR Gold TR among other positions. E&G Advisors, LP reduced exposure to Nuveen PFD Secs & Inc. Oppty, Ishares TR, Ameriprise Finl Inc. among others.
Top Holdings
Equity Positions (225)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 11.31% | $48.6M | 103,877 | $275.11 | $468.41 | +$4.3M |
V VIG | VANGUARD SPECIALIZED FUNDS | 10.16% | $43.6M | 202,454 | $153.60 | $215.79 | +$1.9M |
S SPY | SPDR S&P 500 ETF TR | 4.88% | $21.0M | 31,470 | $496.56 | $666.18 | +$2.7M |
Q QQQ | INVESCO QQQ TR | 4.21% | $18.1M | 30,104 | $427.53 | $600.37 | +$2.1M |
V VTV | VANGUARD INDEX FDS | 3.24% | $13.9M | 74,619 | $139.81 | $186.49 | +$679.0K |
Industry Allocation
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