$846 Million is the total value of Edgemoor Investment Advisors, Inc.'s 156 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 6.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $74,303,350 | -7.9% | 235,323 | -0.6% | 8.78% | -3.6% |
| AAPL | Sell | APPLE INC | $66,896,720 | -12.8% | 390,729 | -1.3% | 7.91% | -8.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $59,139,748 | +2.2% | 168,826 | -0.5% | 6.99% | +7.0% |
| LOW | Sell | LOWES COS INC | $43,412,257 | -9.1% | 208,873 | -1.3% | 5.13% | -4.8% |
| URI | Sell | UNITED RENTALS INC | $34,625,744 | -1.1% | 77,885 | -0.9% | 4.09% | +3.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $33,457,921 | +7.7% | 253,757 | -1.2% | 3.95% | +12.7% |
| LEN | Sell | LENNAR CORPcl a | $23,814,500 | -11.9% | 212,193 | -1.6% | 2.82% | -7.8% |
| AMAT | Sell | APPLIED MATLS INC | $21,990,795 | -6.9% | 158,835 | -2.8% | 2.60% | -2.6% |
| AMZN | Buy | AMAZON COM INC | $21,789,893 | -2.3% | 171,412 | +0.1% | 2.58% | +2.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $20,202,690 | +8.7% | 154,384 | -0.6% | 2.39% | +13.7% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $19,417,106 | -0.7% | 55,838 | +0.5% | 2.30% | +3.9% |
| CVS | Sell | CVS HEALTH CORP | $17,878,622 | -1.0% | 256,067 | -2.0% | 2.11% | +3.6% |
| BX | Buy | BLACKSTONE INC | $16,783,481 | +15.6% | 156,650 | +0.3% | 1.98% | +21.0% |
| AVGO | Sell | BROADCOM INC | $15,572,019 | -5.4% | 18,748 | -1.2% | 1.84% | -1.0% |
| WSM | Sell | WILLIAMS SONOMA INC | $15,143,309 | +22.1% | 97,447 | -1.7% | 1.79% | +27.8% |
| NVS | Sell | NOVARTIS AGsponsored adr | $13,958,885 | -0.4% | 137,039 | -1.3% | 1.65% | +4.2% |
| ARCC | Buy | ARES CAPITAL CORP | $13,343,414 | +4.4% | 685,332 | +0.7% | 1.58% | +9.2% |
| V | Buy | VISA INC | $12,898,039 | -1.0% | 56,075 | +2.2% | 1.52% | +3.5% |
| BLK | Buy | BLACKROCK INC | $12,223,539 | -5.7% | 18,907 | +0.8% | 1.44% | -1.3% |
| GD | Sell | GENERAL DYNAMICS CORP | $12,161,311 | +2.4% | 55,036 | -0.3% | 1.44% | +7.2% |
| ICSH | Sell | ISHARES TRblackrock ultra | $10,915,753 | -0.1% | 216,668 | -0.3% | 1.29% | +4.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $9,447,435 | +6.3% | 100,153 | +12.3% | 1.12% | +11.4% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $9,148,778 | -19.7% | 171,937 | +2.9% | 1.08% | -15.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $9,013,431 | -8.4% | 119,827 | +2.6% | 1.06% | -4.1% |
| CCI | Buy | CROWN CASTLE INC | $8,678,441 | -16.8% | 94,300 | +3.1% | 1.03% | -12.8% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $8,410,427 | +7.6% | 307,286 | +3.6% | 0.99% | +12.6% |
| Buy | SHELL PLCspon ads | $8,066,796 | +8.7% | 125,299 | +1.9% | 0.95% | +13.7% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $7,928,317 | -0.2% | 144,413 | +3.1% | 0.94% | +4.5% |
| FCT | Sell | FIRST TR SR FLTG RATE INCOME | $7,790,320 | -0.7% | 779,031 | -1.7% | 0.92% | +4.0% |
| DE | Buy | DEERE & CO | $7,755,661 | -6.4% | 20,551 | +0.5% | 0.92% | -1.9% |
| BXMT | Sell | BLACKSTONE MTG TR INC | $7,493,459 | +2.9% | 344,526 | -1.6% | 0.89% | +7.8% |
| O | Buy | REALTY INCOME CORP | $7,091,784 | -13.0% | 142,006 | +4.2% | 0.84% | -8.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $6,867,763 | -14.1% | 13,568 | -11.5% | 0.81% | -10.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $6,843,329 | -21.1% | 211,148 | -9.4% | 0.81% | -17.4% |
| NEE | Sell | NEXTERA ENERGY INC | $6,550,023 | -25.3% | 114,331 | -3.2% | 0.77% | -21.8% |
| SO | Sell | SOUTHERN CO | $6,016,743 | -8.7% | 92,965 | -0.9% | 0.71% | -4.4% |
| C | Buy | CITIGROUP INC | $5,927,474 | -10.3% | 144,115 | +0.4% | 0.70% | -6.0% |
| CNP | Sell | CENTERPOINT ENERGY INC | $5,702,380 | -8.2% | 212,379 | -0.4% | 0.67% | -4.0% |
| MRK | Sell | MERCK & CO INC | $5,636,204 | -14.0% | 54,747 | -3.6% | 0.67% | -10.0% |
| AESC | Sell | AES CORPunit 02/15/2024 | $5,235,406 | -26.6% | 85,826 | -1.8% | 0.62% | -23.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $5,088,914 | +0.1% | 106,932 | +3.7% | 0.60% | +4.7% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $4,885,747 | -2.8% | 45,225 | +3.9% | 0.58% | +1.6% |
| D | Sell | DOMINION ENERGY INC | $4,862,986 | -22.7% | 108,864 | -10.4% | 0.58% | -19.1% |
| DLR | Buy | DIGITAL RLTY TR INC | $4,423,443 | +7.3% | 36,551 | +1.0% | 0.52% | +12.5% |
| BCE | Buy | BCE INC | $4,308,703 | -12.5% | 112,816 | +4.5% | 0.51% | -8.5% |
| WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $3,996,160 | -0.8% | 3,584 | +2.5% | 0.47% | +3.7% |
| CWENA | Sell | CLEARWAY ENERGY INCcl a | $3,951,574 | -28.4% | 198,372 | -2.9% | 0.47% | -25.0% |
| FISV | Buy | FISERV INC | $3,759,535 | -4.0% | 33,282 | +7.2% | 0.44% | +0.5% |
| DIS | Sell | DISNEY WALT CO | $3,729,552 | -23.3% | 46,015 | -15.6% | 0.44% | -19.7% |
| PSA | Buy | PUBLIC STORAGE | $3,649,744 | +143.1% | 13,849 | +169.3% | 0.43% | +153.5% |
| KMI | Sell | KINDER MORGAN INC DEL | $3,342,691 | -5.2% | 201,609 | -1.5% | 0.40% | -0.8% |
| T | Sell | AT&T INC | $3,294,194 | -11.1% | 219,320 | -5.6% | 0.39% | -6.9% |
| ATO | Sell | ATMOS ENERGY CORP | $3,231,712 | -11.0% | 30,508 | -2.2% | 0.38% | -6.8% |
| BTZ | Sell | BLACKROCK CR ALLOCATION INCO | $3,208,345 | -10.8% | 331,440 | -6.4% | 0.38% | -6.7% |
| OKE | Buy | ONEOK INC NEW | $3,166,362 | +481.0% | 49,919 | +465.3% | 0.37% | +503.2% |
| PBA | Sell | PEMBINA PIPELINE CORP | $3,159,456 | -5.5% | 105,105 | -1.1% | 0.37% | -1.1% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $3,072,612 | +13.6% | 57,367 | +17.3% | 0.36% | +18.6% |
| EVRG | EVERGY INC | $3,053,813 | -13.2% | 60,233 | 0.0% | 0.36% | -9.1% | |
| STWD | Sell | STARWOOD PPTY TR INC | $3,057,576 | -1.3% | 158,014 | -1.0% | 0.36% | +3.1% |
| BKNG | Buy | BOOKING HOLDINGS INC | $2,609,022 | +29.0% | 846 | +13.0% | 0.31% | +35.1% |
| RLJPRA | RLJ LODGING TRcum conv pfd a | $2,378,617 | -0.2% | 98,903 | 0.0% | 0.28% | +4.5% | |
| XEL | Sell | XCEL ENERGY INC | $2,256,559 | -9.0% | 39,436 | -1.1% | 0.27% | -4.6% |
| CTVA | Buy | CORTEVA INC | $2,118,162 | -8.2% | 41,402 | +2.8% | 0.25% | -4.2% |
| BACPRL | Sell | BANK AMERICA CORP7.25%cnv pfd l | $2,087,526 | -5.9% | 1,876 | -0.9% | 0.25% | -1.6% |
| ATVI | ACTIVISION BLIZZARD INC | $2,088,604 | +11.1% | 22,307 | 0.0% | 0.25% | +16.5% | |
| EQCPRD | Sell | EQUITY COMWLTH6.5% cnv pfd d | $2,082,084 | -3.8% | 83,250 | -2.3% | 0.25% | +0.8% |
| SHV | Buy | ISHARES TRshort treas bd | $2,025,909 | +1.1% | 18,339 | +1.1% | 0.24% | +5.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,006,271 | -5.9% | 12,881 | -0.0% | 0.24% | -1.7% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $1,974,997 | -11.0% | 64,416 | -2.8% | 0.23% | -7.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,945,747 | +265.0% | 4,531 | +278.8% | 0.23% | +283.3% |
| DHR | Buy | DANAHER CORPORATION | $1,801,206 | +5.6% | 7,260 | +2.1% | 0.21% | +10.4% |
| MU | Sell | MICRON TECHNOLOGY INC | $1,780,549 | +5.5% | 26,173 | -2.1% | 0.21% | +9.9% |
| CI | THE CIGNA GROUP | $1,626,880 | +1.9% | 5,687 | 0.0% | 0.19% | +6.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,594,431 | +2.6% | 3 | 0.0% | 0.19% | +7.4% | |
| XOM | Sell | EXXON MOBIL CORP | $1,485,395 | +8.2% | 12,633 | -1.3% | 0.18% | +13.5% |
| GBDC | Sell | GOLUB CAP BDC INC | $1,385,684 | -1.0% | 94,457 | -8.9% | 0.16% | +3.8% |
| WELL | Sell | WELLTOWER INC | $1,351,721 | +0.1% | 16,500 | -1.2% | 0.16% | +4.6% |
| CEM | Buy | CLEARBRIDGE MLP AND MIDSTRM | $1,345,751 | +21.0% | 38,199 | +19.1% | 0.16% | +26.2% |
| BEP | Buy | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,305,965 | -12.2% | 60,072 | +19.1% | 0.15% | -8.3% |
| MMC | MARSH & MCLENNAN COS INC | $1,236,760 | +1.2% | 6,499 | 0.0% | 0.15% | +5.8% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,227,256 | -9.2% | 21,145 | 0.0% | 0.14% | -5.2% | |
| PEP | Buy | PEPSICO INC | $1,210,019 | -5.9% | 7,141 | +2.9% | 0.14% | -1.4% |
| ES | EVERSOURCE ENERGY | $1,097,232 | -18.0% | 18,869 | 0.0% | 0.13% | -13.9% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,059,172 | +9.4% | 3,982 | +13.2% | 0.12% | +14.7% |
| KYN | Buy | KAYNE ANDERSON ENERGY INFRST | $982,725 | +7.0% | 116,852 | +3.5% | 0.12% | +11.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $947,363 | -0.3% | 6,532 | +0.0% | 0.11% | +4.7% |
| ORCL | ORACLE CORP | $941,099 | -11.1% | 8,885 | 0.0% | 0.11% | -6.7% | |
| CVX | Sell | CHEVRON CORP NEW | $912,740 | +3.4% | 5,413 | -3.5% | 0.11% | +8.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $876,465 | +24.6% | 3,515 | +30.7% | 0.10% | +31.6% |
| ED | CONSOLIDATED EDISON INC | $836,907 | -5.4% | 9,784 | 0.0% | 0.10% | -1.0% | |
| LMT | LOCKHEED MARTIN CORP | $792,564 | -11.2% | 1,938 | 0.0% | 0.09% | -6.9% | |
| IPAC | Buy | ISHARES TRcore msci pac | $796,192 | +30.5% | 14,320 | +34.8% | 0.09% | +36.2% |
| BK | BANK NEW YORK MELLON CORP | $798,323 | -4.2% | 18,718 | 0.0% | 0.09% | 0.0% | |
| VOO | VANGUARD INDEX FDS | $796,894 | -3.6% | 2,029 | 0.0% | 0.09% | +1.1% | |
| PFE | PFIZER INC | $719,159 | -9.6% | 21,681 | 0.0% | 0.08% | -5.6% | |
| LLY | ELI LILLY & CO | $713,438 | +14.5% | 1,328 | 0.0% | 0.08% | +20.0% | |
| CSX | CSX CORP | $703,222 | -9.8% | 22,869 | 0.0% | 0.08% | -5.7% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $686,357 | +122.2% | 10,666 | +133.1% | 0.08% | +131.4% |
| VTR | VENTAS INC | $684,528 | -10.9% | 16,248 | 0.0% | 0.08% | -6.9% | |
| NSC | NORFOLK SOUTHN CORP | $673,304 | -13.2% | 3,419 | 0.0% | 0.08% | -9.1% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $680,601 | +13.3% | 2,829 | +3.5% | 0.08% | +17.6% |
| NVDA | Buy | NVIDIA CORPORATION | $665,535 | +13.6% | 1,530 | +10.5% | 0.08% | +19.7% |
| WMT | WALMART INC | $631,165 | +1.8% | 3,946 | 0.0% | 0.08% | +7.1% | |
| PG | PROCTER AND GAMBLE CO | $616,259 | -3.9% | 4,225 | 0.0% | 0.07% | +1.4% | |
| AMGN | AMGEN INC | $616,804 | +21.1% | 2,295 | 0.0% | 0.07% | +25.9% | |
| JFR | NUVEEN FLOATING RATE INCOME | $573,216 | +4.1% | 69,819 | 0.0% | 0.07% | +9.7% | |
| CSCO | CISCO SYS INC | $551,900 | +3.9% | 10,266 | 0.0% | 0.06% | +8.3% | |
| IVE | New | ISHARES TRs&p 500 val etf | $530,748 | – | 3,450 | +100.0% | 0.06% | – |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $526,721 | -13.9% | 21,307 | +0.1% | 0.06% | -10.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $509,227 | +29.5% | 5,415 | +34.9% | 0.06% | +36.4% |
| ORLY | OREILLY AUTOMOTIVE INC | $511,688 | -4.9% | 563 | 0.0% | 0.06% | -1.6% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $441,189 | +85.6% | 2,906 | +93.0% | 0.05% | +92.6% |
| TXN | TEXAS INSTRS INC | $443,956 | -11.7% | 2,792 | 0.0% | 0.05% | -8.8% | |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $444,183 | -23.1% | 18,554 | +1.3% | 0.05% | -20.0% |
| HD | Buy | HOME DEPOT INC | $443,571 | +6.3% | 1,468 | +9.3% | 0.05% | +10.6% |
| IWR | ISHARES TRrus mid cap etf | $412,730 | -5.2% | 5,960 | 0.0% | 0.05% | 0.0% | |
| SYK | Buy | STRYKER CORPORATION | $354,978 | +1.3% | 1,299 | +13.1% | 0.04% | +5.0% |
| EMR | EMERSON ELEC CO | $342,051 | +6.8% | 3,542 | 0.0% | 0.04% | +11.1% | |
| SUB | Sell | ISHARES TRshrt nat mun etf | $336,867 | -16.7% | 3,275 | -15.7% | 0.04% | -13.0% |
| KO | Sell | COCA COLA CO | $334,536 | -10.7% | 5,976 | -3.9% | 0.04% | -4.8% |
| ABBV | Buy | ABBVIE INC | $333,823 | +10.7% | 2,239 | +0.1% | 0.04% | +14.7% |
| MCD | Sell | MCDONALDS CORP | $328,936 | -13.8% | 1,248 | -2.3% | 0.04% | -9.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $320,161 | +20.0% | 635 | +14.4% | 0.04% | +26.7% |
| PPL | Sell | PPL CORP | $324,680 | -11.9% | 13,781 | -1.0% | 0.04% | -9.5% |
| VO | New | VANGUARD INDEX FDSmid cap etf | $312,360 | – | 1,500 | +100.0% | 0.04% | – |
| USIG | New | ISHARES TRusd inv grde etf | $303,081 | – | 6,305 | +100.0% | 0.04% | – |
| KKR | KKR & CO INC | $298,144 | +10.0% | 4,840 | 0.0% | 0.04% | +12.9% | |
| IDXX | IDEXX LABS INC | $295,157 | -12.9% | 675 | 0.0% | 0.04% | -7.9% | |
| COST | Sell | COSTCO WHSL CORP NEW | $292,649 | -12.0% | 518 | -16.2% | 0.04% | -7.9% |
| COP | Sell | CONOCOPHILLIPS | $297,703 | +14.8% | 2,485 | -0.7% | 0.04% | +20.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $285,612 | +18.7% | 930 | +19.2% | 0.03% | +25.9% |
| NKE | NIKE INCcl b | $287,912 | -13.4% | 3,011 | 0.0% | 0.03% | -10.5% | |
| NTCT | NETSCOUT SYS INC | $280,508 | -9.5% | 10,011 | 0.0% | 0.03% | -5.7% | |
| PM | PHILIP MORRIS INTL INC | $283,363 | -5.2% | 3,060 | 0.0% | 0.03% | -2.9% | |
| ET | ENERGY TRANSFER L P | $282,564 | +10.5% | 20,140 | 0.0% | 0.03% | +13.8% | |
| RTX | Sell | RTX CORPORATION | $268,880 | -29.4% | 3,736 | -3.9% | 0.03% | -25.6% |
| MKL | MARKEL GROUP INC | $263,576 | +6.5% | 179 | 0.0% | 0.03% | +10.7% | |
| MO | ALTRIA GROUP INC | $265,151 | -7.2% | 6,305 | 0.0% | 0.03% | -3.1% | |
| DOW | Sell | DOW INC | $263,111 | -3.5% | 5,103 | -0.3% | 0.03% | 0.0% |
| SPLG | SPDR SER TRportfolio s&p500 | $257,784 | -3.5% | 5,129 | 0.0% | 0.03% | 0.0% | |
| ABT | Buy | ABBOTT LABS | $255,602 | -11.1% | 2,639 | +0.0% | 0.03% | -6.2% |
| YUM | YUM BRANDS INC | $242,509 | -9.8% | 1,941 | 0.0% | 0.03% | -3.3% | |
| IGSB | ISHARES TR | $241,676 | -0.7% | 4,850 | 0.0% | 0.03% | +7.4% | |
| QCOM | QUALCOMM INC | $244,998 | -6.7% | 2,206 | 0.0% | 0.03% | -3.3% | |
| DD | Sell | DUPONT DE NEMOURS INC | $226,604 | +3.7% | 3,038 | -0.7% | 0.03% | +8.0% |
| FTV | FORTIVE CORP | $229,822 | -0.8% | 3,099 | 0.0% | 0.03% | +3.8% | |
| HON | Sell | HONEYWELL INTL INC | $229,065 | -11.2% | 1,239 | -0.2% | 0.03% | -6.9% |
| K | KELLANOVA | $229,709 | -11.7% | 3,860 | 0.0% | 0.03% | -6.9% | |
| IWS | ISHARES TRrus mdcp val etf | $218,475 | -5.0% | 2,093 | 0.0% | 0.03% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $218,355 | -1.6% | 2,474 | 0.0% | 0.03% | +4.0% | |
| FB | Sell | META PLATFORMS INCcl a | $208,646 | -21.0% | 695 | -24.5% | 0.02% | -16.7% |
| INTC | New | INTEL CORP | $207,896 | – | 5,848 | +100.0% | 0.02% | – |
| SYY | SYSCO CORP | $201,783 | -11.0% | 3,055 | 0.0% | 0.02% | -7.7% | |
| PAYX | PAYCHEX INC | $206,892 | +3.1% | 1,793 | 0.0% | 0.02% | +4.3% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $205,984 | -3.0% | 1,600 | 0.0% | 0.02% | 0.0% | |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $172,521 | -8.6% | 11,380 | 0.0% | 0.02% | -4.8% | |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -7,223 | -100.0% | -0.02% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -1,400 | -100.0% | -0.02% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -1,294 | -100.0% | -0.02% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -908 | -100.0% | -0.03% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -63,082 | -100.0% | -0.44% | – |
| MBUU | Exit | MALIBU BOATS INC | $0 | – | -71,249 | -100.0% | -0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 9.1% |
| BERKSHIRE HATHAWAY INC DEL CL B | 42 | Q3 2023 | 7.0% |
| APPLE INC | 42 | Q3 2023 | 8.7% |
| LOWES COS INC COM | 42 | Q3 2023 | 6.0% |
| NOVARTIS AG ADR | 42 | Q3 2023 | 3.4% |
| Ares Capital Corporation | 42 | Q3 2023 | 1.7% |
| GENERAL DYNAMICS CORP COM | 42 | Q3 2023 | 1.8% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.8% |
| AMERICAN ELEC PWR INC COM | 42 | Q3 2023 | 1.5% |
| NEXTERA ENERGY INC SHS | 42 | Q3 2023 | 1.5% |
View Edgemoor Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-02 |
View Edgemoor Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.