Dark
Light
System
Institutional Investment Manager
WFG Advisors, LP
WFG Advisors, LP (CIK: 0001533892), located at 2711 N Haskell Ave, Dallas, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0000910472-14-005117) filed in 2014.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 GENERAL MLS INC 520,576 26,263 5.00%
2 EXXON MOBIL CORP 116,423 10,950 2.08%
3 Kinder Morgan Inc. 115,636 10,787 2.05%
4 APPLE INC 101,695 10,246 1.95%
5 ENERGY TRANSFER PRTNRS L P 124,782 7,985 1.52%
6 AT&T INC 205,086 7,227 1.38%
7 CHEVRON CORP NEW 56,966 6,797 1.29%
8 HOLLY ENERGY PARTNERS L P 152,932 5,567 1.06%
9 SPDR GOLD TR 42,430 4,931 0.94%
10 JOHNSON & JOHNSON 45,802 4,882 0.93%
11 FS KKR CAPITAL CORP COM 423,476 4,561 0.87%
12 ISHARES RUSSELL 3000 ETF 37,736 4,407 0.84%
13 KINDER MORGAN INCORPORATED DEL WARRANT EXP 052517 1,098,218 3,998 0.76%
14 BLACKROCK INCOME TR INC 598,784 3,802 0.72%
15 SUNOCO LOGISTICS PRTNRS L P 74,424 3,592 0.68%
16 YORK WTR CO 177,340 3,547 0.67%
17 MICROSOFT CORP 76,285 3,537 0.67%
18 HSBC HLDGS PLC SPON ADR NEW 64,295 3,271 0.62%
19 VERIZON COMMUNICATIONS INC 65,055 3,252 0.62%
20 REGENCY ENERGY PARTNERS 96,261 3,140 0.60%
21 SOUTHERN CO 71,137 3,105 0.59%
22 BLACKSTONE GROUP L P 97,465 3,068 0.58%
23 UDR INC 110,713 3,017 0.57%
24 DARDEN RESTAURANTS INC 58,020 2,986 0.57%
25 ARTESIAN RES CORP 142,825 2,876 0.55%
26 HOME PROPERTIES INC 48,043 2,798 0.53%
27 INTEL CORP 79,346 2,763 0.53%
28 GENERAL ELECTRIC CO 107,428 2,752 0.52%
29 POWERSHARES N/C 6/4/18 46137V662 42,098 2,680 0.51%
30 PLAINS ALL AMERN PIPELINE L 44,841 2,639 0.50%
31 PHILIP MORRIS INTL INC 29,893 2,493 0.47%
32 REGAL ENTMT GROUP 120,260 2,391 0.45%
33 ONEOK PARTNERS LP 42,211 2,362 0.45%
34 PEMBINA PIPELINE CORP 54,590 2,300 0.44%
35 POWERSHARES QQQ TRUST 22,818 2,254 0.43%
36 SPROTT PHYSICAL GOLD TRUST UNIT 223,564 2,229 0.42%
37 PROCTER AND GAMBLE CO 26,548 2,223 0.42%
38 LUMEN TECHNOLOGIES INC 53,880 2,203 0.42%
39 ALPINE GLOBAL PREMIER PPTYS FD COM SBI 320,263 2,200 0.42%
40 ENTERPRISE PRODS PARTNERS L 53,289 2,148 0.41%
41 WindStream Corp (win) 198,269 2,137 0.41%
42 MIDDLESEX WTR CO 107,015 2,097 0.40%
43 PEPSICO INC 22,332 2,079 0.40%
44 CENTRAL FD CDA LTD 162,893 2,005 0.38%
45 MAGELLAN MIDSTREAM PRTNRS LP 23,441 1,973 0.38%
46 KIMBERLY CLARK CORP 17,934 1,929 0.37%
47 BERKSHIRE HATHAWAY INC DEL 13,683 1,890 0.36%
48 ALTRIA GROUP INC 41,103 1,888 0.36%
49 KKR & CO LP COMMON UNITS 83,555 1,863 0.35%
50 EATON VANCE SHORT COM 126,882 1,861 0.35%
Page 1 of 44