Edgemoor Investment Advisors, Inc. Sells in Q2 2024

Edgemoor Investment Advisors, Inc.

  • $1.07 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
-233K
- 98.51%
$53.63 - $79.56 $12.5M - $18.6M
3.54K $208K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-87.1K
- 85.97%
$102.13 - $110.88 $8.9M - $9.66M
14.2K $1.52M
LEN
Lennar Corp

Consumer Cyclical
-247
- 0.12%
$148.72 - $170.85 $36.7K - $42.2K
211K $31.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.12K
- 1.85%
$396.73 - $420.24 $1.24M - $1.31M
166K $67.4M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-16.8K
- 4.92%
$16.71 - $19.67 $281K - $331K
325K $5.66M
WY
Weyerhaeuser CO

Real Estate
-16K
- 26.71%
$27.96 - $35.56 $448K - $569K
43.9K $1.25M
CCI
Crown Castle International Corp

Real Estate
-1.13K
- 1.19%
$93.05 - $104.26 $105K - $118K
93.6K $9.14M
AES
Aes Corp

Utilities
-31K
- 10.56%
$15.91 - $21.77 $493K - $675K
263K $4.61M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-11.6K
- 5.42%
$50.32 - $50.55 $584K - $586K
202K $10.2M
MRK
Merck & Co., Inc.

Healthcare
-693
- 1.33%
$123.8 - $132.96 $85.8K - $92.1K
51.5K $6.37M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-18.5K
- 2.5%
$10.08 - $10.55 $186K - $195K
719K $7.25M
IEMG
Ishares Inc

ETFs
-5.48K
- 46.17%
$50.02 - $54.95 $274K - $301K
6.39K $342K
CTVA
Corteva, Inc.

Basic Materials
-1.61K
- 4.49%
$51.18 - $57.83 $82.5K - $93.2K
34.3K $1.85M
JNJ
Johnson & Johnson

Healthcare
-459
- 3.59%
$144.38 - $157.78 $66.3K - $72.4K
12.3K $1.8M
VTR
Ventas, Inc.

Real Estate
-5.62K
- 52.4%
$41.68 - $51.26 $234K - $288K
5.11K $261K
NSC
Norfolk Southern Corp

Industrials
-132
- 4.37%
$209.9 - $253.39 $27.7K - $33.4K
2.89K $620K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.7K
- 13.8%
$59.59 - $63.02 $101K - $107K
10.6K $650K
ATO
Atmos Energy Corp

Utilities
-412
- 1.36%
$111.34 - $120.59 $45.9K - $49.7K
29.9K $3.49M
CSX
Csx Corp

Industrials
-907
- 4.29%
$32.18 - $36.78 $29.2K - $33.4K
20.3K $677K
EVRG
Evergy, Inc.

Utilities
-1.45K
- 2.36%
$49.56 - $55.74 $71.9K - $80.8K
60K $3.18M
SHV
Ishares Tr

ETFs
-815
- 4.59%
$110.04 - $110.51 $89.7K - $90.1K
16.9K $1.87M
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 0.97%
$325.1 - $368.03 $6.18K - $6.99K
1.94K $668K
PEP
Pepsico Inc

Consumer Defensive
-80
- 1.16%
$163.33 - $183.11 $13.1K - $14.6K
6.81K $1.12M
XEL
Xcel Energy Inc

Utilities
-1.26K
- 3.26%
$52.53 - $56.74 $66.3K - $71.7K
37.4K $2M
IVE
Ishares S&P 500 Value ETF

ETFs
-250
- 6.96%
$176.58 - $186.7 $44.1K - $46.7K
3.34K $607K
NKE
Nike, Inc.

Consumer Cyclical
-48
- 1.58%
$75.37 - $97.18 $3.62K - $4.66K
2.99K $225K
PFE
Pfizer Inc

Healthcare
-2.3K
- 10.93%
$25.26 - $29.6 $58K - $68K
18.7K $523K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-125
- 0.71%
$56.43 - $60.79 $7.05K - $7.6K
17.5K $1.02M
FTV
Fortive Corp

Technology
-25
- 0.78%
$72.73 - $84.82 $1.82K - $2.12K
3.2K $237K
MCD
Mcdonalds Corp

Consumer Cyclical
-24
- 1.98%
$249.37 - $280.22 $5.98K - $6.73K
1.19K $302K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-4.17K
- 1.43%
$10.01 - $10.82 $41.8K - $45.2K
288K $3.08M
CWENA
Clearway Energy Inc Cl A
-958
- 0.46%
N/A
206K $7.12M
ABT
Abbott Laboratories

Healthcare
-16
- 0.57%
$100.73 - $112.44 $1.61K - $1.8K
2.8K $291K
CSCO
Cisco Systems, Inc.

Technology
-67
- 0.64%
$45.52 - $50.04 $3.05K - $3.35K
10.4K $492K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-425
- 12.13%
$72.31 - $79.02 $30.7K - $33.6K
3.08K $240K
DOW
Dow Inc.

Basic Materials
-53
- 1.12%
$52.96 - $59.99 $2.81K - $3.18K
4.68K $248K
PAYX
Paychex Inc

Industrials
-55
- 3.07%
$117.39 - $126.98 $6.46K - $6.98K
1.74K $206K
PG
Procter & Gamble CO

Consumer Defensive
-155
- 3.53%
$155.33 - $168.56 $24.1K - $26.1K
4.24K $699K
IEFA
Ishares Tr

ETFs
-64
- 1.4%
$70.77 - $76.19 $4.53K - $4.88K
4.51K $327K
MKL
Markel Corp

Financial Services
-12
- 7.23%
$1423.66 - $1663.21 $17.1K - $20K
154 $242K
Wells Fargo CO New
-238
- 6.26%
N/A
3.56K $0
Rlj Lodging Tr
-1.75K
- 1.94%
N/A
88.5K $0
Veralto Corp
-9
- 0.37%
N/A
2.42K $0
Bank America Corp
-20
- 1.19%
N/A
1.66K $0
EQCPRD
Equity Comwlth Cum Red Pfd Se
-3.24K
- 4.15%
N/A
74.8K $0
MO
Altria Group, Inc.

Consumer Defensive
-151
- 2.61%
$40.75 - $46.83 $6.15K - $7.07K
5.63K $256K
KO
Coca Cola CO

Consumer Defensive
-136
- 2.46%
$58.06 - $64.15 $7.9K - $8.72K
5.38K $342K
UNH
Unitedhealth Group Inc

Healthcare
-4
- 0.63%
$439.2 - $524.63 $1.76K - $2.1K
626 $318K
DD
Du Pont De Nemours, Inc.

Basic Materials
-53
- 1.74%
$72.5 - $82.16 $3.84K - $4.35K
2.99K $240K
Activity Summary
Buys All Purchases 54 New Holdings 5 Increased Positions 49 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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