WFG ADVISORS, LP
2711 N HASKELL AVE., DALLAS, Texas, 75204, (972) 661-8700
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 2,313 |
| New Positions | 204 |
| Increased Positions | 900 |
| Decreased Positions | 673 |
| Positions with Activity | 1,573 |
| Sold Out Positions | 136 |
| Total Mkt Value (in $ millions) |
629 |
Sector Weighting
| Basic Materials | 2.97% |
| Capital Goods | 2.17% |
| Conglomerates | 0.05% |
| Consumer Cyclical | 1.53% |
| Consumer/Non-Cyclical | 9.54% |
| Energy | 12.41% |
| Financial | 35.96% |
| Healthcare | 4.24% |
| Services | 11.45% |
| Technology | 4.92% |
| Transportation | 1.24% |
| Utilities | 12.78% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
2,313 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 24,336 | 23,449 | 2,642.52 | 498,179 |
| EXXON MOBIL CORP | COM | 14,324 | 799 | 5.91 | 156,052 |
| KINDER MORGAN ENERGY PARTNERS | UT LTD PARTNER | 10,502 | 450 | 4.48 | 119,065 |
| CHEVRON CORP NEW | COM | 9,326 | 1,090 | 13.24 | 74,373 |
| SPDR GOLD TRUST | GOLD SHS | 8,505 | -1,064 | (11.12) | 63,180 |
| ALTRIA GROUP INC | COM | 8,106 | 232 | 2.95 | 219,906 |
| ALPS ETF TR | ALERIAN MLP | 7,162 | 1,723 | 31.69 | 398,790 |
| APPLE INC | COM | 7,005 | -297 | (4.06) | 15,844 |
| AT&T INC | COM | 6,741 | 943 | 16.27 | 183,467 |
| ENTERPRISE PRODS PARTNERS L P | COM | 6,681 | 589 | 9.68 | 106,833 |
| JOHNSON & JOHNSON | COM | 5,712 | 27 | .47 | 65,495 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 5,516 | -523 | (8.67) | 133,519 |
| ENERGY TRANSFER PRTNRS L P | UNIT LTD PARTN | 4,928 | -46 | (0.93) | 95,583 |
| CBL & ASSOC PPTYS INC | COM | 4,805 | .01 | 186,682 | |
| MCDONALDS CORP | COM | 4,741 | 229 | 5.08 | 46,922 |
| KINDER MORGAN INC DEL | WT EXP 052517 | 4,725 | 1,307 | 38.25 | 780,915 |
| ISHARES TR | DJ US UTILS | 4,692 | -147 | (3.04) | 47,978 |
| PLAINS ALL AMERN PIPELINE L P | UNIT LTD PARTN | 4,689 | 68 | 1.47 | 80,158 |
| POWERSHARES ETF TRUST II | DWA SC TECHLDR | 4,199 | 2,757 | 191.21 | 129,040 |
| SELECT SECTOR SPDR TR | SBI INT-FINL | 4,154 | -660 | (13.72) | 210,735 |
Latest News Headlines
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