本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
WFG Advisors, LP (CIK 1533892) reported $442.2M across 1,644 reported positions in its SEC 13F filing for 2017-06-30. Largest positions: IWV ($11.4M, 2.58%), AAPL ($7.4M, 1.68%), XOMXXXX ($6.8M, 1.54%), STEW ($6.4M, 1.44%), BX ($6.3M, 1.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | $11.4M | 2.58% | 79,061 | Added |
| 2 | AAPL | APPLE INC | $7.4M | 1.68% | 51,659 | Added |
| 3 | XOMXXXX | EXXON MOBIL CORP | $6.8M | 1.54% | 84,596 | Added |
| 4 | STEW | BOULDER GROWTH & INCOME FD I | $6.4M | 1.44% | 654,831 | Added |
| 5 | BX | BLACKSTONE GROUP L P | $6.3M | 1.43% | 189,784 | Added |
| 6 | MSFT | MICROSOFT CORP | $5.8M | 1.31% | 83,817 | Added |
| 7 | ARTNA | ARTESIAN RESOURCES CORP | $5.4M | 1.23% | 144,011 | Added |
| 8 | EVG | EATON VANCE SH TM DR DIVR IN | $5.4M | 1.22% | 383,700 | Added |
| 9 | VTR | VENTAS INC | $5.3M | 1.20% | 76,380 | Added |
| 10 | ITOT | ISHARES TR | $5.1M | 1.15% | 91,953 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $4.7M | 1.07% | 21,245 | Trimmed |
| 12 | YORW | YORK WTR CO | $4.7M | 1.05% | 133,485 | Added |
| 13 | MSEX | MIDDLESEX WATER CO | $4.6M | 1.04% | 115,668 | Added |
| 14 | EMD | WESTERN ASSET EMRG MKT DEBT | $4.6M | 1.03% | 292,638 | Added |
| 15 | AGG | ISHARES TR | $4.5M | 1.01% | 40,857 | Added |
| 16 | BSX | BOSTON SCIENTIFIC CORP | $4.4M | 0.99% | 157,919 | Added |
| 17 | T | AT&T INC | $4.4M | 0.99% | 118,971 | Added |
| 18 | MPT | MEDICAL PPTYS TRUST INC | $3.9M | 0.89% | 304,369 | Added |
| 19 | VOE | VANGUARD INDEX FDS | $3.9M | 0.89% | 38,382 | Added |
| 20 | CVX | CHEVRON CORP NEW | $3.8M | 0.86% | 36,357 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 0.83% | 21,627 | Added |
| 22 | RVT | ROYCE VALUE TR INC | $3.5M | 0.80% | 241,695 | Added |
| 23 | SPLV | POWERSHARES ETF TR II | $3.4M | 0.78% | 76,934 | Added |
| 24 | VNQ | VANGUARD INDEX FDS | $3.4M | 0.78% | 41,243 | Added |
| 25 | AWP | ALPINE GLOBAL PREMIER PPTYS | $3.4M | 0.76% | 530,126 | Added |
来源：SEC 13F 申报文件 · 截至 2017-06-30