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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 (2015Q2)
Original 13F HR (0001580642-15-003449) filed in 2015.08.13
#
Name
Shares
Value ($)
%
Options
Notes
1 BLACKSTONE GROUP L P 245,962 10,052 2.77%
2 KINDER MORGAN INC DEL 216,008 8,293 2.28%
3 APPLE INC 64,758 8,122 2.24%
4 AT&T INC 196,421 6,977 1.92%
5 EXXON MOBIL CORP 81,751 6,802 1.87%
6 ISHARES RUSSELL 3000 ETF 44,483 5,515 1.52%
7 CHEVRON CORP NEW 50,881 4,908 1.35%
8 HOLLY ENERGY PARTNERS L P 135,486 4,761 1.31%
9 BLACKROCK INCOME TR INC 677,320 4,281 1.18%
10 MEDICAL PPTYS TRUST INC 313,158 4,106 1.13%
11 HSBC HLDGS PLC SPON ADR NEW 88,417 3,962 1.09%
12 KKR & CO LP COMMON UNITS 170,523 3,896 1.07%
13 MICROSOFT CORP 84,882 3,748 1.03%
14 PLAINS ALL AMERN PIPELINE L 83,230 3,626 1.00%
15 UDR INC 110,713 3,546 0.98%
16 YORK WTR CO 168,872 3,523 0.97%
17 VENTAS INC 54,118 3,360 0.93%
18 JOHNSON & JOHNSON 32,648 3,182 0.88%
19 ARTESIAN RES CORP 149,790 3,159 0.87%
20 FIRST TR EXCHANGE TRADED FD 123,451 3,018 0.83%
21 SPDR S&P 500 ETF TR 14,658 3,017 0.83%
22 SOUTHERN CO 65,375 2,739 0.75%
23 LUMEN TECHNOLOGIES INC 91,981 2,702 0.74%
24 MIDDLESEX WTR CO 115,343 2,602 0.72%
25 SPDR GOLD TR 22,765 2,558 0.70%
26 ALPINE GLOBAL PREMIER PPTYS FD COM SBI 391,820 2,535 0.70%
27 REGAL ENTMT GROUP 116,430 2,435 0.67%
28 SIX FLAGS ENTMT CORP NEW 52,547 2,357 0.65%
29 GENERAL ELECTRIC CO 85,210 2,264 0.62%
30 GENERAL MLS INC 40,220 2,241 0.62%
31 VERIZON COMMUNICATIONS INC 45,726 2,131 0.59%
32 CULLEN FROST BANKERS INC 24,245 1,905 0.52%
33 LAMAR ADVERTISING CO NEW CL A 31,669 1,820 0.50%
34 FIRST TR EXCHANGE TRADED FD 90,552 1,769 0.49%
35 KINDER MORGAN INCORPORATED DEL WARRANT EXP 052517 642,833 1,736 0.48%
36 WALGREENS BOOTS ALLIANCE INC 20,463 1,728 0.48%
37 BERKSHIRE HATHAWAY INC DEL 12,539 1,707 0.47%
38 UNITED DEV FDG IV COM 97,238 1,700 0.47%
39 CARDIOVASCULAR SYS INC DEL COM 64,220 1,699 0.47%
40 INTEL CORP 53,830 1,637 0.45%
41 POWERSHARES QQQ TRUST 15,280 1,636 0.45%
42 PEMBINA PIPELINE CORP 50,257 1,623 0.45%
43 SPROTT PHYSICAL GOLD TRUST UNIT 167,247 1,616 0.45%
44 ABBVIE INC 24,039 1,615 0.44%
45 CISCO SYS INC 58,202 1,598 0.44%
46 FIRST TR LRGE CP CORE ALPHA 34,447 1,579 0.44%
47 ALPS ETF TR 98,121 1,527 0.42%
48 ALTRIA GROUP INC 31,209 1,526 0.42%
49 BRISTOL MYERS SQUIBB CO 22,835 1,519 0.42%
50 ISHARES TR 9,900 1,485 0.41%
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