Edgemoor Investment Advisors, Inc. Incresed Positions in Q4 2024

Edgemoor Investment Advisors, Inc.

  • $1.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
115
+ 0.19%
$273.87 - $320.91 $31.5K - $36.9K
60.6K $19.1M
KO
Coca Cola CO

Consumer Defensive
40.5K
+ 741.22%
$61.74 - $71.71 $2.5M - $2.91M
46K $2.86M
NVDA
Nvidia Corp

Technology
231
+ 0.14%
$117.0 - $148.88 $27K - $34.4K
170K $22.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.28K
+ 1.98%
$172.07 - $207.36 $220K - $265K
65.7K $13M
SCHW
Schwab Charles Corp

Financial Services
1.73K
+ 0.99%
$63.31 - $82.85 $110K - $144K
176K $13.1M
ETR
Entergy Corp

Utilities
61.9K
+ 98.24%
$73.19 - $156.4 $4.53M - $9.68M
125K $9.47M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.8K
+ 91.74%
$96.64 - $101.23 $1.04M - $1.09M
22.6K $2.19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 2.67%
$4100.99 - $5300.34 $107K - $138K
1K $4.97M
EPD
Enterprise Products Partners L.P.

Energy
2.18K
+ 0.71%
$28.66 - $34.43 $62.5K - $75.1K
309K $9.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
15.4K
+ 7.39%
$50.35 - $50.69 $773K - $778K
223K $11.2M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
42.7K
+ 41.42%
$13.24 - $14.35 $565K - $613K
146K $2M
T
At&T Inc.

Communication Services
8.71K
+ 3.09%
$21.22 - $23.88 $185K - $208K
290K $6.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.1K
+ 9.34%
$57.53 - $60.83 $639K - $676K
130K $7.48M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
40.8K
+ 36.33%
$12.12 - $13.1 $495K - $535K
153K $1.86M
VRT
Vertiv Holdings CO

Industrials
4.36K
+ 14.79%
N/A
33.8K $2.93M
JPM
Jpmorgan Chase & CO

Financial Services
389
+ 5.73%
$205.18 - $250.29 $79.8K - $97.4K
7.18K $1.72M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.12K
+ 0.78%
$11.18 - $13.68 $12.5K - $15.3K
146K $1.85M
SUB
Ishares Short Term National Mu

ETFs
2.2K
+ 85.11%
$104.94 - $106.2 $231K - $234K
4.79K $504K
ACN
Accenture PLC

Technology
654
+ 12.97%
$343.9 - $376.86 $225K - $246K
5.7K $2M
CSX
Csx Corp

Industrials
7.5K
+ 37.04%
$31.58 - $36.88 $237K - $277K
27.8K $895K
FISV
Fiserv Inc

Technology
733
+ 1.78%
N/A
41.9K $5.24M
PAYX
Paychex Inc

Industrials
500
+ 28.77%
$135.86 - $148.73 $67.9K - $74.4K
2.24K $313K
SYK
Stryker Corp

Healthcare
175
+ 15.23%
$345.14 - $392.15 $60.4K - $68.6K
1.32K $476K
RTX
Raytheon Technologies Corp

Industrials
641
+ 16.79%
$114.45 - $127.21 $73.4K - $81.5K
4.46K $515K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
31
+ 7.51%
$1146.59 - $1270.6 $35.5K - $39.4K
444 $526K
META
Meta Platforms, Inc.

Communication Services
63
+ 8.91%
$554.08 - $632.68 $34.9K - $39.9K
770 $454K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.47%
$521.84 - $558.82 $5.22K - $5.59K
2.14K $1.15M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.45%
$873.59 - $994.69 $2.62K - $2.98K
670 $613K
ABT
Abbott Laboratories

Healthcare
189
+ 6.6%
$111.93 - $119.39 $21.2K - $22.6K
3.05K $345K
PG
Procter & Gamble CO

Consumer Defensive
220
+ 5.19%
$161.05 - $179.7 $35.4K - $39.5K
4.46K $748K
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 3.83%
$385.02 - $431.37 $30.8K - $34.5K
2.17K $842K
ABBV
Abb Vie Inc.

Healthcare
201
+ 9.49%
$164.99 - $203.87 $33.2K - $41K
2.32K $411K
QCOM
Qualcomm Inc

Technology
30
+ 1.33%
$150.4 - $178.04 $4.51K - $5.34K
2.28K $350K
LLY
Eli Lilly & CO

Healthcare
9
+ 0.74%
$727.2 - $932.06 $6.54K - $8.39K
1.22K $944K
DHR
Danaher Corp

Healthcare
155
+ 2.18%
$226.16 - $274.52 $35.1K - $42.6K
7.27K $1.67M
BEP
Brookfield Renewable Partners L.P.

Utilities
14
+ 0.02%
$22.59 - $28.9 $316 - $405
64.8K $1.48M
AEP
American Electric Power CO Inc

Utilities
2.27K
+ 1.79%
$90.91 - $102.21 $206K - $232K
129K $11.9M
PSA
Public Storage

Real Estate
685
+ 2.66%
$289.33 - $360.21 $198K - $247K
26.4K $7.91M
O
Realty Income Corp

Real Estate
1.12K
+ 0.65%
$51.76 - $64.71 $57.8K - $72.3K
173K $9.23M
GD
General Dynamics Corp

Industrials
424
+ 0.75%
$260.28 - $314.03 $110K - $133K
57K $15M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
92
+ 0.16%
$396.64 - $516.74 $36.5K - $47.5K
57.1K $23M
AMAT
Applied Materials Inc

Technology
1.02K
+ 0.67%
$161.44 - $213.89 $165K - $218K
154K $25M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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