| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GENERAL MLS INC | 17 | Q2 2017 | 5.6% |
| EXXON MOBIL CORP | 17 | Q2 2017 | 2.4% |
| APPLE INC | 17 | Q2 2017 | 2.4% |
| AT&T INC | 17 | Q2 2017 | 2.5% |
| ISHARES TR | 17 | Q2 2017 | 2.7% |
| CHEVRON CORP NEW | 17 | Q2 2017 | 1.6% |
| BLACKSTONE GROUP L P | 17 | Q2 2017 | 2.8% |
| JOHNSON & JOHNSON | 17 | Q2 2017 | 1.5% |
| KINDER MORGAN INC DEL | 17 | Q2 2017 | 2.9% |
| YORK WTR CO | 17 | Q2 2017 | 1.5% |
View WFG Advisors, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-08-18 |
| 13F-HR | 2017-05-10 |
| 13F-HR/A | 2017-03-01 |
| 13F-HR | 2017-03-01 |
| 13F-HR | 2016-11-14 |
| 13F-HR | 2016-08-11 |
| 13F-HR | 2016-05-10 |
| 13F-HR | 2016-02-09 |
| 13F-HR | 2015-11-12 |
| 13F-HR | 2015-08-13 |
View WFG Advisors, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.