$798 Million is the total value of Edgemoor Investment Advisors, Inc.'s 163 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 16.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $58,754,518 | +2.8% | 244,994 | -0.2% | 7.36% | -3.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $53,347,648 | +17.3% | 172,702 | +1.4% | 6.68% | +10.4% |
| AAPL | Sell | APPLE INC | $52,564,406 | -7.5% | 404,559 | -1.6% | 6.58% | -12.9% |
| LOW | Sell | LOWES COS INC | $43,619,977 | +4.5% | 218,931 | -1.5% | 5.46% | -1.7% |
| URI | Sell | UNITED RENTALS INC | $28,397,347 | +29.6% | 79,898 | -1.5% | 3.56% | +21.9% |
| CVS | Sell | CVS HEALTH CORP | $24,911,257 | -2.5% | 267,316 | -0.2% | 3.12% | -8.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $23,631,590 | -11.5% | 266,331 | -4.1% | 2.96% | -16.7% |
| LEN | Sell | LENNAR CORPcl a | $20,155,756 | +20.0% | 222,715 | -1.2% | 2.52% | +12.9% |
| AMAT | Sell | APPLIED MATLS INC | $16,393,703 | +17.7% | 168,346 | -1.0% | 2.05% | +10.8% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $16,033,066 | -0.8% | 55,520 | -0.6% | 2.01% | -6.6% |
| ICSH | Sell | ISHARES TRblackrock ultra | $15,124,055 | -0.9% | 302,239 | -0.9% | 1.89% | -6.7% |
| AMZN | Buy | AMAZON COM INC | $14,127,288 | -22.8% | 168,182 | +3.8% | 1.77% | -27.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $13,901,607 | -6.7% | 157,561 | +1.1% | 1.74% | -12.2% |
| GD | Buy | GENERAL DYNAMICS CORP | $13,768,469 | +17.7% | 55,493 | +0.6% | 1.72% | +10.7% |
| BLK | Sell | BLACKROCK INC | $13,593,292 | +27.5% | 19,182 | -1.0% | 1.70% | +19.9% |
| ARCC | Buy | ARES CAPITAL CORP | $12,999,417 | +11.1% | 703,809 | +1.5% | 1.63% | +4.6% |
| CCI | Sell | CROWN CASTLE INC | $12,931,806 | -7.9% | 95,339 | -1.9% | 1.62% | -13.3% |
| NVS | Sell | NOVARTIS AGsponsored adr | $12,804,804 | +19.0% | 141,146 | -0.3% | 1.60% | +12.1% |
| BX | Buy | BLACKSTONE INC | $11,701,247 | -6.3% | 157,720 | +5.7% | 1.46% | -11.9% |
| WSM | Buy | WILLIAMS SONOMA INC | $11,629,646 | -2.0% | 101,197 | +0.5% | 1.46% | -7.8% |
| V | Buy | VISA INC | $11,490,957 | +18.2% | 55,308 | +1.1% | 1.44% | +11.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $10,941,705 | +10.2% | 115,236 | +0.3% | 1.37% | +3.7% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $10,830,869 | +30.0% | 169,232 | -0.0% | 1.36% | +22.3% |
| AVGO | Sell | BROADCOM INC | $10,714,049 | +25.3% | 19,162 | -0.5% | 1.34% | +17.9% |
| NEE | Sell | NEXTERA ENERGY INC | $10,204,634 | +5.0% | 122,065 | -1.5% | 1.28% | -1.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $9,415,418 | -0.6% | 238,969 | -4.2% | 1.18% | -6.4% |
| BAC | Sell | BANK AMERICA CORP | $9,247,537 | +6.2% | 279,213 | -3.1% | 1.16% | 0.0% |
| AESC | Buy | AES CORPunit 02/15/2024 | $8,902,877 | +15.6% | 87,274 | +0.1% | 1.12% | +8.8% |
| O | Buy | REALTY INCOME CORP | $8,812,713 | +10.2% | 138,936 | +1.2% | 1.10% | +3.8% |
| DE | Buy | DEERE & CO | $8,603,498 | +34.7% | 20,066 | +4.9% | 1.08% | +26.7% |
| BXMT | Sell | BLACKSTONE MTG TR INC | $7,928,218 | -11.4% | 374,502 | -2.3% | 0.99% | -16.6% |
| D | Buy | DOMINION ENERGY INC | $7,908,150 | -10.1% | 128,965 | +1.3% | 0.99% | -15.5% |
| FCT | Sell | FIRST TR SR FLTG RATE INCOME | $7,718,337 | -9.0% | 809,899 | -4.6% | 0.97% | -14.3% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $7,537,122 | +0.6% | 312,484 | -0.8% | 0.94% | -5.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,186,225 | +9.9% | 75,932 | +1.2% | 0.90% | +3.4% |
| Buy | SHELL PLCspon ads | $6,929,334 | +28.7% | 121,674 | +12.4% | 0.87% | +21.1% | |
| SO | Sell | SOUTHERN CO | $6,896,430 | +4.5% | 96,575 | -0.5% | 0.86% | -1.6% |
| MRK | Buy | MERCK & CO INC | $6,752,195 | +32.2% | 60,858 | +2.6% | 0.85% | +24.4% |
| CNP | Sell | CENTERPOINT ENERGY INC | $6,628,946 | +5.0% | 221,038 | -1.4% | 0.83% | -1.2% |
| CWENA | Sell | CLEARWAY ENERGY INCcl a | $6,178,031 | +0.9% | 206,485 | -1.9% | 0.77% | -5.0% |
| DIS | Sell | DISNEY WALT CO | $5,952,932 | -8.1% | 68,519 | -0.2% | 0.75% | -13.5% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $5,328,305 | +29.2% | 45,355 | -1.3% | 0.67% | +21.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $4,944,875 | -11.5% | 105,884 | -18.5% | 0.62% | -16.7% |
| BCE | Buy | BCE INC | $4,495,909 | +7.2% | 102,296 | +2.3% | 0.56% | +0.9% |
| T | Sell | AT&T INC | $4,492,844 | +17.1% | 244,042 | -2.4% | 0.56% | +10.2% |
| WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $4,188,975 | -1.4% | 3,535 | +0.1% | 0.52% | -7.2% |
| MBUU | Sell | MALIBU BOATS INC | $3,902,626 | +5.7% | 73,220 | -4.8% | 0.49% | -0.4% |
| EVRG | Sell | EVERGY INC | $3,815,635 | +3.7% | 60,633 | -2.1% | 0.48% | -2.2% |
| KMI | Sell | KINDER MORGAN INC DEL | $3,804,924 | +5.2% | 210,449 | -3.2% | 0.48% | -0.8% |
| ATO | Sell | ATMOS ENERGY CORP | $3,728,569 | +9.5% | 33,270 | -0.4% | 0.47% | +3.1% |
| PBA | Sell | PEMBINA PIPELINE CORP | $3,708,970 | +9.2% | 109,248 | -2.3% | 0.46% | +2.7% |
| BTZ | Sell | BLACKROCK CR ALLOCATION INCO | $3,681,382 | +3.0% | 364,493 | -2.7% | 0.46% | -3.2% |
| CSGP | New | COSTAR GROUP INC | $3,641,743 | – | 47,124 | +100.0% | 0.46% | – |
| Buy | JACOBS SOLUTIONS INC | $3,596,697 | +10.7% | 29,955 | +0.1% | 0.45% | +4.2% | |
| DLR | Sell | DIGITAL RLTY TR INC | $3,343,102 | +1.1% | 33,341 | -0.0% | 0.42% | -4.8% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $3,095,798 | +5.2% | 61,657 | -0.5% | 0.39% | -1.0% |
| SPLK | Sell | SPLUNK INC | $3,049,222 | +4.6% | 35,419 | -8.7% | 0.38% | -1.5% |
| FISV | Buy | FISERV INC | $2,937,903 | +11.1% | 29,068 | +2.9% | 0.37% | +4.5% |
| XEL | XCEL ENERGY INC | $2,877,213 | +9.6% | 41,038 | 0.0% | 0.36% | +3.2% | |
| STWD | Sell | STARWOOD PPTY TR INC | $2,835,816 | -3.4% | 154,709 | -4.0% | 0.36% | -9.2% |
| KO | Buy | COCA COLA CO | $2,665,314 | +1206.5% | 41,900 | +1053.0% | 0.33% | +1137.0% |
| RLJPRA | Sell | RLJ LODGING TRcum conv pfd a | $2,460,552 | -4.1% | 103,428 | -1.0% | 0.31% | -9.9% |
| EQCPRD | Buy | EQUITY COMWLTH6.5% cnv pfd d | $2,393,685 | -4.3% | 95,546 | +0.0% | 0.30% | -9.9% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,387,006 | +6.5% | 43,806 | +0.1% | 0.30% | +0.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,316,827 | +8.7% | 13,115 | +0.6% | 0.29% | +2.1% |
| C | Sell | CITIGROUP INC | $2,243,770 | -6.5% | 49,608 | -13.9% | 0.28% | -11.9% |
| SHV | Buy | ISHARES TRshort treas bd | $2,060,890 | +9.5% | 18,749 | +9.6% | 0.26% | +3.2% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $2,053,158 | +7.9% | 66,230 | -0.6% | 0.26% | +1.6% |
| DHR | Buy | DANAHER CORPORATION | $1,912,617 | +3.2% | 7,206 | +0.4% | 0.24% | -2.8% |
| CI | CIGNA CORP NEW | $1,888,307 | +19.4% | 5,699 | 0.0% | 0.24% | +12.4% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,874,844 | +15.3% | 4 | 0.0% | 0.24% | +8.8% | |
| ES | EVERSOURCE ENERGY | $1,614,926 | +7.5% | 19,262 | 0.0% | 0.20% | +1.0% | |
| KMX | Sell | CARMAX INC | $1,563,351 | -13.7% | 25,675 | -6.4% | 0.20% | -18.7% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $1,557,716 | +7.2% | 20,349 | +4.1% | 0.20% | +1.0% |
| XOM | Buy | EXXON MOBIL CORP | $1,529,989 | +48.8% | 13,871 | +17.8% | 0.19% | +40.1% |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,521,383 | +1.2% | 21,145 | 0.0% | 0.19% | -4.5% | |
| PEP | Buy | PEPSICO INC | $1,432,684 | +23.9% | 7,930 | +12.0% | 0.18% | +16.2% |
| MU | Sell | MICRON TECHNOLOGY INC | $1,426,029 | -0.8% | 28,532 | -0.6% | 0.18% | -6.3% |
| GBDC | Sell | GOLUB CAP BDC INC | $1,417,990 | +3.8% | 107,750 | -2.3% | 0.18% | -2.2% |
| PFE | Buy | PFIZER INC | $1,384,044 | +32.1% | 27,011 | +12.8% | 0.17% | +24.5% |
| STLD | New | STEEL DYNAMICS INC | $1,348,402 | – | 13,801 | +100.0% | 0.17% | – |
| WELL | Sell | WELLTOWER INC | $1,318,407 | +0.1% | 20,113 | -1.8% | 0.16% | -5.7% |
| BEP | Sell | BROOKFIELD RENEWABLE PARTNERpartnership unit | $1,192,374 | -20.2% | 47,055 | -1.5% | 0.15% | -25.1% |
| CVX | Buy | CHEVRON CORP NEW | $1,169,916 | +67.4% | 6,518 | +34.0% | 0.15% | +58.1% |
| CEM | Sell | CLEARBRIDGE MLP AND MIDSTRM | $1,085,034 | +6.7% | 32,525 | -4.7% | 0.14% | +0.7% |
| MMC | MARSH & MCLENNAN COS INC | $1,077,109 | +10.8% | 6,509 | 0.0% | 0.14% | +4.7% | |
| TFC | New | TRUIST FINL CORP | $1,058,538 | – | 24,600 | +100.0% | 0.13% | – |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1,032,567 | +5.7% | 120,627 | 0.0% | 0.13% | -0.8% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $958,510 | +24.2% | 4,474 | +22.0% | 0.12% | +16.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $943,250 | +70.3% | 7,033 | +32.7% | 0.12% | +59.5% |
| CSX | Buy | CSX CORP | $940,832 | +54.5% | 30,369 | +32.8% | 0.12% | +45.7% |
| ED | Sell | CONSOLIDATED EDISON INC | $932,604 | +7.8% | 9,784 | -3.0% | 0.12% | +1.7% |
| BK | BANK NEW YORK MELLON CORP | $852,043 | +18.2% | 18,718 | 0.0% | 0.11% | +11.5% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $842,510 | +16.9% | 3,419 | -0.5% | 0.11% | +10.4% |
| LLY | Buy | LILLY ELI & CO | $748,597 | +54.7% | 2,046 | +36.8% | 0.09% | +46.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $742,294 | +91.8% | 1,932 | +79.1% | 0.09% | +82.4% |
| VTR | Sell | VENTAS INC | $731,972 | +8.3% | 16,248 | -3.4% | 0.09% | +2.2% |
| ORCL | ORACLE CORP | $726,260 | +33.7% | 8,885 | 0.0% | 0.09% | +26.4% | |
| VOO | Sell | VANGUARD INDEX FDS | $717,883 | +3.9% | 2,043 | -2.9% | 0.09% | -2.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $696,167 | +29.4% | 1,431 | +2.7% | 0.09% | +20.8% |
| ADP | AUTOMATIC DATA PROCESSING IN | $653,043 | +5.7% | 2,734 | 0.0% | 0.08% | 0.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $650,684 | +10.3% | 2,690 | 0.0% | 0.08% | +2.5% | |
| UBSI | New | UNITED BANKSHARES INC WEST V | $616,622 | – | 15,229 | +100.0% | 0.08% | – |
| OKE | ONEOK INC NEW | $616,266 | +28.1% | 9,380 | 0.0% | 0.08% | +20.3% | |
| PG | Sell | PROCTER AND GAMBLE CO | $604,733 | +16.3% | 3,990 | -3.1% | 0.08% | +10.1% |
| AMGN | Buy | AMGEN INC | $601,708 | +26.4% | 2,291 | +8.5% | 0.08% | +19.0% |
| New | PROSHARES TRultrashrt s&p500 | $597,610 | – | 13,000 | +100.0% | 0.08% | – | |
| HEES | New | H & E EQUIPMENT SERVICES INC | $601,959 | – | 13,259 | +100.0% | 0.08% | – |
| JFR | NUVEEN FLOATING RATE INCOME | $552,969 | -2.3% | 69,819 | 0.0% | 0.07% | -8.0% | |
| WMT | Buy | WALMART INC | $541,510 | +10.1% | 3,819 | +0.6% | 0.07% | +4.6% |
| HD | Buy | HOME DEPOT INC | $534,119 | +68.5% | 1,691 | +47.2% | 0.07% | +59.5% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $525,821 | -5.9% | 19,093 | +11.7% | 0.07% | -10.8% |
| SUB | ISHARES TRshrt nat mun etf | $495,283 | +1.5% | 4,750 | 0.0% | 0.06% | -4.6% | |
| CG | New | CARLYLE GROUP INC | $498,388 | – | 16,702 | +100.0% | 0.06% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $488,634 | +124.1% | 3,093 | +112.1% | 0.06% | +110.3% |
| ORLY | OREILLY AUTOMOTIVE INC | $475,189 | +20.0% | 563 | 0.0% | 0.06% | +13.2% | |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $480,219 | +40.8% | 4,758 | +14.2% | 0.06% | +33.3% |
| IWM | New | ISHARES TRrussell 2000 etf | $474,259 | – | 2,720 | +100.0% | 0.06% | – |
| NKE | Buy | NIKE INCcl b | $457,626 | +83.1% | 3,911 | +29.9% | 0.06% | +72.7% |
| PPL | PPL CORP | $453,085 | +15.3% | 15,506 | 0.0% | 0.06% | +9.6% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $437,514 | +13.6% | 21,290 | 0.0% | 0.06% | +7.8% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $423,361 | +0.3% | 4,365 | -0.3% | 0.05% | -5.4% |
| IWR | ISHARES TRrus mid cap etf | $402,002 | +8.6% | 5,960 | 0.0% | 0.05% | +2.0% | |
| ABBV | Sell | ABBVIE INC | $377,437 | +11.3% | 2,335 | -7.5% | 0.05% | +4.4% |
| FFBC | New | FIRST FINL BANCORP OH | $364,710 | – | 15,052 | +100.0% | 0.05% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $356,378 | – | 1,864 | +100.0% | 0.04% | – |
| COP | Buy | CONOCOPHILLIPS | $342,672 | +30.8% | 2,904 | +13.3% | 0.04% | +22.9% |
| NVDA | NVIDIA CORPORATION | $324,431 | +20.6% | 2,220 | 0.0% | 0.04% | +13.9% | |
| GLD | New | SPDR GOLD TR | $331,137 | – | 1,952 | +100.0% | 0.04% | – |
| NTCT | NETSCOUT SYS INC | $325,458 | +3.6% | 10,011 | 0.0% | 0.04% | -2.4% | |
| GILD | New | GILEAD SCIENCES INC | $310,689 | – | 3,618 | +100.0% | 0.04% | – |
| IEFA | Buy | ISHARES TRcore msci eafe | $310,481 | +28.8% | 5,037 | +10.1% | 0.04% | +21.9% |
| MO | Buy | ALTRIA GROUP INC | $301,707 | +13.4% | 6,600 | +0.0% | 0.04% | +8.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $301,782 | +18.8% | 2,981 | -2.6% | 0.04% | +11.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $302,660 | -1.7% | 663 | +1.5% | 0.04% | -7.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $295,869 | +44.3% | 1,951 | +29.5% | 0.04% | +37.0% |
| IDXX | Buy | IDEXX LABS INC | $283,532 | +28.9% | 695 | +3.0% | 0.04% | +24.1% |
| BKNG | New | BOOKING HOLDINGS INC | $286,170 | – | 142 | +100.0% | 0.04% | – |
| ABT | Buy | ABBOTT LABS | $289,474 | +13.5% | 2,636 | +0.0% | 0.04% | +5.9% |
| SYK | STRYKER CORPORATION | $280,919 | +20.6% | 1,149 | 0.0% | 0.04% | +12.9% | |
| TXN | Sell | TEXAS INSTRS INC | $279,387 | +2.3% | 1,691 | -4.2% | 0.04% | -2.8% |
| WM | New | WASTE MGMT INC DEL | $268,852 | – | 1,713 | +100.0% | 0.03% | – |
| HON | Sell | HONEYWELL INTL INC | $269,825 | +27.9% | 1,259 | -0.2% | 0.03% | +21.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $268,441 | +1.3% | 1,006 | -2.2% | 0.03% | -2.9% |
| K | KELLOGG CO | $274,986 | +2.2% | 3,860 | 0.0% | 0.03% | -5.6% | |
| DOW | Buy | DOW INC | $259,760 | +14.9% | 5,155 | +0.1% | 0.03% | +10.0% |
| JMSB | New | JOHN MARSHALL BANCORP INC | $260,085 | – | 9,037 | +100.0% | 0.03% | – |
| CSCO | Sell | CISCO SYS INC | $262,782 | +11.8% | 5,516 | -6.1% | 0.03% | +6.5% |
| YUM | YUM BRANDS INC | $258,850 | +20.4% | 2,021 | 0.0% | 0.03% | +10.3% | |
| ET | Buy | ENERGY TRANSFER L P | $248,558 | +9.5% | 20,940 | +1.9% | 0.03% | +3.3% |
| IGSB | ISHARES TR | $241,627 | +1.1% | 4,850 | 0.0% | 0.03% | -6.2% | |
| MKL | New | MARKEL CORP | $235,831 | – | 179 | +100.0% | 0.03% | – |
| KKR | Sell | KKR & CO INC | $236,742 | -0.1% | 5,100 | -7.3% | 0.03% | -6.2% |
| SPLG | SPDR SER TRportfolio s&p500 | $230,702 | +7.3% | 5,129 | 0.0% | 0.03% | 0.0% | |
| INTC | New | INTEL CORP | $233,853 | – | 8,848 | +100.0% | 0.03% | – |
| EMR | New | EMERSON ELEC CO | $235,155 | – | 2,448 | +100.0% | 0.03% | – |
| GPC | New | GENUINE PARTS CO | $224,522 | – | 1,294 | +100.0% | 0.03% | – |
| DD | New | DUPONT DE NEMOURS INC | $212,067 | – | 3,090 | +100.0% | 0.03% | – |
| MCD | New | MCDONALDS CORP | $207,150 | – | 786 | +100.0% | 0.03% | – |
| HSY | HERSHEY CO | $210,266 | +5.1% | 908 | 0.0% | 0.03% | -3.7% | |
| BBN | Sell | BLACKROCK TAX MUNICPAL BD TR | $210,163 | -4.0% | 12,480 | -6.4% | 0.03% | -10.3% |
| PAYX | PAYCHEX INC | $207,305 | +3.1% | 1,793 | 0.0% | 0.03% | -3.7% | |
| PDT | HANCOCK JOHN PREM DIVID FD | $129,400 | -4.1% | 10,000 | 0.0% | 0.02% | -11.1% | |
| Exit | ORION OFFICE REIT INC | $0 | – | -11,891 | -100.0% | -0.01% | – | |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -279,198 | -100.0% | -0.42% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -72,932 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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.