Edgemoor Investment Advisors, Inc. Reduced Holdings in Q4 2024

Edgemoor Investment Advisors, Inc.

  • $1.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
-928
- 0.44%
$136.2 - $188.96 $126K - $175K
209K $28.5M
URI
United Rentals, Inc.

Industrials
-2.09K
- 2.75%
$704.44 - $880.32 $1.47M - $1.84M
73.9K $52.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.16K
- 1.06%
$244.52 - $284.07 $527K - $612K
201K $49.6M
MSFT
Microsoft Corp

Technology
-4.4K
- 2.0%
$406.35 - $454.46 $1.79M - $2M
216K $91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.96K
- 2.45%
$442.29 - $483.08 $1.75M - $1.91M
158K $71.6M
NVS
Novartis Ag

Healthcare
-6.76K
- 5.35%
$96.78 - $117.18 $654K - $792K
120K $11.6M
CCI
Crown Castle International Corp

Real Estate
-1.8K
- 1.97%
$89.78 - $119.11 $162K - $214K
89.7K $8.14M
AES
Aes Corp

Utilities
-29K
- 11.5%
$12.44 - $20.24 $360K - $586K
223K $2.87M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-327
- 1.75%
$501.29 - $612.85 $164K - $200K
18.4K $9.57M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-5.77K
- 9.05%
$97.29 - $122.68 $561K - $707K
57.9K $5.65M
NEE
Nextera Energy Inc

Utilities
-1.9K
- 1.74%
$69.77 - $85.43 $132K - $162K
107K $7.69M
VZ
Verizon Communications Inc

Communication Services
-5.81K
- 2.58%
$39.6 - $45.21 $230K - $262K
219K $8.77M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-38.1K
- 12.28%
$17.41 - $19.29 $663K - $735K
272K $4.74M
SO
Southern CO

Utilities
-2.95K
- 3.29%
$81.5 - $94.15 $241K - $278K
86.8K $7.15M
MRK
Merck & Co., Inc.

Healthcare
-1.64K
- 3.23%
$96.31 - $114.76 $157K - $188K
48.9K $4.87M
SHEL
Shell PLC

Energy
-2.37K
- 1.5%
$60.63 - $70.23 $144K - $167K
155K $9.75M
PBA
Pembina Pipeline Corp

Energy
-4.46K
- 4.71%
$35.89 - $43.35 $160K - $193K
90.2K $3.33M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-52.5K
- 7.46%
$10.2 - $10.51 $536K - $552K
651K $6.74M
SLB
Schlumberger Limited

Energy
-5.06K
- 8.97%
$36.83 - $45.59 $186K - $231K
51.3K $1.97M
BOTZ
Global X Fds

ETFs
-11.5K
- 53.94%
$31.11 - $34.18 $358K - $393K
9.82K $313K
STWD
Starwood Property Trust, Inc.

Real Estate
-2.91K
- 1.54%
$18.95 - $20.37 $55.1K - $59.3K
186K $3.53M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-7.78K
- 2.77%
$10.39 - $11.25 $80.8K - $87.5K
273K $2.86M
WY
Weyerhaeuser CO

Real Estate
-1.17K
- 2.72%
$27.21 - $33.7 $31.7K - $39.3K
41.7K $1.17M
JNJ
Johnson & Johnson

Healthcare
-110
- 0.98%
$143.34 - $165.86 $15.8K - $18.2K
11.1K $1.61M
MUB
Ishares National Muni Bond ETF

ETFs
-1.44K
- 15.27%
$105.78 - $108.7 $152K - $156K
7.96K $848K
LMT
Lockheed Martin Corp

Industrials
-41
- 3.02%
$479.66 - $614.62 $19.7K - $25.2K
1.32K $640K
XLK
Technology Sector Spdr

ETFs
-705
- 44.06%
$220.26 - $241.44 $155K - $170K
895 $208K
AMGN
Amgen Inc

Healthcare
-80
- 3.76%
$258.78 - $328.31 $20.7K - $26.3K
2.05K $533K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-885
- 7.48%
$113.92 - $127.38 $101K - $113K
10.9K $1.26M
XOM
Exxon Mobil Corp

Energy
-11
- 0.1%
$105.51 - $125.37 $1.16K - $1.38K
11.3K $1.22M
IEMG
Ishares Inc

ETFs
-2.05K
- 32.13%
N/A
4.34K $232K
ATO
Atmos Energy Corp

Utilities
-775
- 2.6%
$136.41 - $151.43 $106K - $117K
29.1K $4.05M
CWENA
Clearway Energy Inc Cl A
-2.5K
- 1.18%
N/A
209K $7.23M
XLV
Select Sector Spdr Fund Health

ETFs
-389
- 19.56%
$136.28 - $154.74 $53K - $60.2K
1.6K $220K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-5.19K
- 6.77%
$14.69 - $15.67 $76.2K - $81.3K
71.5K $1.08M
DUK
Duke Energy Corp

Utilities
-464
- 19.88%
$105.76 - $120.76 $49.1K - $56K
1.87K $201K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 2.03%
$485.52 - $625.25 $5.34K - $6.88K
530 $268K
DD
Du Pont De Nemours, Inc.

Basic Materials
-48
- 1.58%
$75.95 - $88.05 $3.65K - $4.23K
2.99K $227K
WELL
Welltower Inc.

Real Estate
-20
- 0.12%
$123.11 - $139.3 $2.46K - $2.79K
16.4K $2.07M
CVX
Chevron Corp

Energy
-112
- 1.93%
$141.15 - $162.53 $15.8K - $18.2K
5.69K $824K
SHV
Ishares Tr

ETFs
-200
- 1.38%
$109.92 - $110.57 $22K - $22.1K
14.3K $1.57M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 1.46%
$288.47 - $316.54 $4.9K - $5.38K
1.15K $333K
COP
Conocophillips

Energy
-59
- 2.31%
$95.12 - $114.72 $5.61K - $6.77K
2.49K $247K
PFF
Ishares Trust Ishares Pfd And

ETFs
-7
- 0.07%
$31.23 - $33.51 $219 - $235
10.1K $318K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-2.45K
- 3.8%
$8.74 - $9.22 $21.4K - $22.6K
62.1K $553K
Wells Fargo CO New
-136
- 3.89%
N/A
3.36K $0
Bank America Corp
-44
- 2.66%
N/A
1.61K $0
Rlj Lodging Tr
-7.4K
- 8.92%
N/A
75.5K $0
MKL
Markel Corp

Financial Services
-4
- 2.6%
$1542.01 - $1785.11 $6.17K - $7.14K
150 $258K
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
Track This Portfolio

Track Edgemoor Investment Advisors, Inc. Portfolio

Follow Edgemoor Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edgemoor Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Edgemoor Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email