avalon advisors, llc
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Contact Information
avalon advisors, llc
717 TEXAS AVE
HOUSTON TX 77002
Business Phone: 7132382058 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $1,646,880,408 [1]Prior Market Value: $1,460,272,120 New Purchases: 60 stocks Additional Purchases: 58 stocks Sold out of: 12 stocks Reduced holdings in: 73 stocks Top 10 Holdings %: 20.03% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Altria Group Inc. 2.34% Exxon Mobil Corp. 2.25% Philip Morris International, Inc. 2.08% AT&T, Inc. 2.06% Reynolds American Inc. 1.99% Major new positions on 03/31/2013 Stock % of Portfolio ABBVIE INC. 0.95% The Dow Chemical Company 0.66% Texas Instruments Inc. 0.5% Fifth Third Bancorp 0.38% Oasis Petroleum Inc. 0.36%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio HJ Heinz Co. 0.57% Consolidated Edison Inc. 0.47% Whole Foods Market, Inc. 0.4% SCANA Corp. 0.4% Watson Pharmaceuticals Inc. 0.39% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-13 Form 13F-HR 2013-02-07 Form 13F-HR 2012-11-08 Form 13F-HR 2012-07-25 Form 13F-HR 2012-05-02