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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 (2015Q1)
Original 13F HR (0001580642-15-002145) filed in 2015.05.12
#
Name
Shares
Value ($)
%
Options
Notes
1 KINDER MORGAN INC DEL 248,829 10,466 2.92%
2 BLACKSTONE GROUP L P 219,580 8,539 2.38%
3 EXXON MOBIL CORP 79,939 6,795 1.90%
4 AT&T INC 188,375 6,150 1.72%
5 APPLE INC 47,858 5,955 1.66%
6 ISHARES RUSSELL 3000 ETF 43,961 5,445 1.52%
7 CHEVRON CORP NEW 45,854 4,814 1.34%
8 KINDER MORGAN INCORPORATED DEL WARRANT EXP 052517 1,041,000 4,268 1.19%
9 PLAINS ALL AMERN PIPELINE L 87,476 4,266 1.19%
10 YORK WTR CO 168,493 4,091 1.14%
11 HOLLY ENERGY PARTNERS L P 124,082 3,901 1.09%
12 UDR INC 110,713 3,768 1.05%
13 VENTAS INC 51,331 3,748 1.05%
14 MEDICAL PPTYS TRUST INC 242,974 3,581 1.00%
15 JOHNSON & JOHNSON 35,481 3,569 1.00%
16 HSBC HLDGS PLC SPON ADR NEW 79,746 3,396 0.95%
17 BLACKROCK INCOME TR INC 492,573 3,162 0.88%
18 ARTESIAN RES CORP 146,320 3,130 0.87%
19 CARDIOVASCULAR SYS INC DEL COM 79,470 3,103 0.87%
20 SOUTHERN CO 66,619 2,950 0.82%
21 SPDR GOLD TR 24,834 2,823 0.79%
22 KKR & CO LP COMMON UNITS 122,794 2,801 0.78%
23 MICROSOFT CORP 68,678 2,792 0.78%
24 REGAL ENTMT GROUP 119,999 2,741 0.76%
25 SIX FLAGS ENTMT CORP NEW 53,166 2,574 0.72%
26 ALPINE GLOBAL PREMIER PPTYS FD COM SBI 361,718 2,474 0.69%
27 MIDDLESEX WTR CO 106,060 2,414 0.67%
28 WALGREENS BOOTS ALLIANCE INC 26,158 2,215 0.62%
29 GENERAL ELECTRIC CO 83,250 2,065 0.58%
30 LUMEN TECHNOLOGIES INC 59,039 2,040 0.57%
31 VERIZON COMMUNICATIONS INC 41,675 2,027 0.57%
32 BERKSHIRE HATHAWAY INC DEL 12,931 1,866 0.52%
33 GENERAL MLS INC 32,262 1,826 0.51%
34 SPROTT PHYSICAL GOLD TRUST UNIT 173,045 1,692 0.47%
35 UNITED DEV FDG IV COM 94,971 1,664 0.46%
36 MEDTRONIC PLC 21,305 1,662 0.46%
37 LAMAR ADVERTISING CO NEW CL A 27,982 1,658 0.46%
38 PEMBINA PIPELINE CORP 51,111 1,618 0.45%
39 INTEL CORP 51,732 1,618 0.45%
40 POWERSHARES QQQ TRUST 15,255 1,611 0.45%
41 ISHARES TR 4,572 1,570 0.44%
42 CULLEN FROST BANKERS INC 22,119 1,528 0.43%
43 ALPS ETF TR 91,873 1,522 0.42%
44 RYDEX ETF TRUST 18,712 1,517 0.42%
45 ONEOK PARTNERS LP 35,841 1,464 0.41%
46 BANK AMER CORP 93,973 1,446 0.40%
47 ISHARES TR 8,979 1,365 0.38%
48 AMERICAN RLTY CAP PPTYS INC 138,352 1,363 0.38%
49 BRISTOL MYERS SQUIBB CO 21,087 1,360 0.38%
50 WAL-MART STORES INC 16,524 1,359 0.38%
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