financial advisory group
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Contact Information
financial advisory group
5599 SAN FELIPE
HOUSTON TX 77056
Business Phone: 713-627-7660 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $153,597,360 [1]Prior Market Value: $135,157,511 New Purchases: 4 stocks Additional Purchases: 18 stocks Sold out of: 2 stocks Reduced holdings in: 6 stocks Top 10 Holdings %: 82.74% [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 SPDR Dow Jones Industrial Average 24.53% SPDR S&P 500 9.82% JPMorgan Alerian MLP Index ETN 9.49% SPDR S&P MidCap 400 8.95% Vanguard Large Cap ETF 6.07% Major new positions on 03/31/2013 Stock % of Portfolio Enterprise Products Partners LP 0.26% Precision Castparts Corp. 0.18% Johnson & Johnson 0.15% Transocean Ltd. 0.14%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio iShares Barclays Intermediate Credit Bd 0.23% iShares Silver Trust 0.15% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-13 Form 13F-HR 2013-02-13 Form 13F-HR 2012-11-01 Form 13F-HR 2012-08-10 Form 13F-HR 2012-04-13