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.
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 |