Edgemoor Investment Advisors, Inc. Purchases in Q3 2025

Edgemoor Investment Advisors, Inc.

  • $1.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.39K
+ 0.64%
$175.16 - $255.24 $244K - $355K
218K $53.1M
NVDA
Nvidia Corp

Technology
2.79K
+ 1.62%
$153.3 - $186.58 $427K - $520K
174K $32.5M
MSFT
Microsoft Corp

Technology
1.32K
+ 0.62%
$491.09 - $535.64 $646K - $705K
212K $110M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
632
+ 0.93%
$224.68 - $282.71 $142K - $179K
68.4K $19.1M
AMAT
Applied Materials Inc

Technology
439
+ 0.29%
$156.25 - $204.95 $68.6K - $90K
151K $30.9M
BX
Blackstone Inc.

Financial Services
430
+ 0.28%
$152.77 - $188.68 $65.7K - $81.1K
152K $26M
ICSH
Blackrock Ultra Short Term Bon

ETFs
57.2K
+ 24.4%
$50.52 - $50.75 $2.89M - $2.9M
292K $14.8M
USB
Us Bancorp \De\

Financial Services
59.6K
+ 726.11%
$43.94 - $50.41 $2.62M - $3.01M
67.8K $3.28M
IVV
Ishares Core S&P 500 ETF

ETFs
2.17K
+ 29.72%
$620.67 - $670.08 $1.35M - $1.45M
9.47K $6.34M
CPRT
Copart Inc

Consumer Cyclical
37.2K
New
$44.6 - $49.97 $1.66M - $1.86M
37.2K $1.67M
O
Realty Income Corp

Real Estate
12.7K
+ 7.03%
$56.13 - $60.79 $714K - $773K
194K $11.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.15K
+ 57.2%
$420.11 - $472.68 $904K - $1.02M
5.91K $2.77M
UPS
United Parcel Service Inc

Industrials
14.5K
+ 236.75%
$82.58 - $105.54 $1.2M - $1.53M
20.6K $1.72M
TFC
Truist Financial Corp

Financial Services
23.2K
New
$42.83 - $47.07 $994K - $1.09M
23.2K $1.06M
FISV
Fiserv Inc

Technology
8.1K
+ 18.62%
N/A
51.6K $6.46M
LLY
Eli Lilly & CO

Healthcare
1.29K
+ 124.28%
$625.65 - $812.69 $807K - $1.05M
2.33K $1.78M
ES
Eversource Energy

Utilities
6.38K
+ 9.61%
$62.86 - $71.14 $401K - $454K
72.8K $5.18M
EVRG
Evergy, Inc.

Utilities
2.78K
+ 3.26%
$67.73 - $76.02 $188K - $211K
88.1K $6.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 56.06%
$567.77 - $614.76 $661K - $716K
3.24K $1.99M
SCHW
Schwab Charles Corp

Financial Services
154
+ 0.09%
$91.03 - $98.69 $14K - $15.2K
180K $17.2M
PFE
Pfizer Inc

Healthcare
17.8K
+ 7.54%
$23.29 - $25.88 $415K - $461K
254K $6.48M
IYW
Ishares Dj Us Tech ETF

ETFs
3.6K
New
$171.38 - $197.01 $617K - $709K
3.6K $705K
UBER
Uber Technologies, Inc

Technology
5.81K
+ 23.01%
$86.91 - $99.57 $505K - $579K
31.1K $3.04M
T
At&T Inc.

Communication Services
29.2K
+ 9.99%
$26.94 - $29.62 $788K - $866K
322K $9.09M
ABBV
Abb Vie Inc.

Healthcare
2.18K
+ 89.59%
$184.85 - $231.54 $402K - $504K
4.61K $1.07M
FSLR
First Solar, Inc.

Technology
1.84K
+ 49.88%
$160.84 - $223.53 $295K - $411K
5.52K $1.22M
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 18.32%
$282.78 - $316.06 $376K - $420K
8.58K $2.71M
BAC
Bank Of America Corp

Financial Services
11.3K
New
$44.92 - $52.42 $508K - $593K
11.3K $583K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.55K
+ 5.98%
$55.61 - $57.37 $476K - $491K
152K $8.66M
UBSI
United Bankshares Inc

Financial Services
11.5K
New
$35.03 - $38.73 $403K - $445K
11.5K $427K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
22.5K
+ 11.24%
$11.55 - $12.56 $260K - $282K
222K $2.79M
STLD
Steel Dynamics Inc

Basic Materials
3.9K
New
N/A
3.9K $383K
FFBC
First Financial Bancorp

Financial Services
15.1K
New
$23.55 - $26.79 $354K - $403K
15.1K $380K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.87K
New
$185.88 - $207.44 $347K - $387K
1.87K $374K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.5K
+ 58.72%
$92.26 - $97.51 $323K - $341K
9.46K $913K
LMT
Lockheed Martin Corp

Industrials
564
+ 44.13%
$410.74 - $499.21 $232K - $282K
1.84K $919K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.45K
+ 57.66%
$192.76 - $203.86 $279K - $295K
3.95K $804K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2K
+ 28.61%
$108.46 - $120.63 $217K - $242K
9.01K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
1.22K
+ 0.68%
$211.65 - $238.24 $259K - $292K
182K $39.9M
IWN
Ishares Russell2000 Val ETF

ETFs
1.59K
New
$157.1 - $178.94 $249K - $284K
1.59K $280K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2K
New
$136.48 - $142.97 $273K - $286K
2K $280K
SHEL
Shell PLC

Energy
1.38K
+ 0.86%
$69.82 - $73.93 $96.1K - $102K
161K $11.5M
CG
Carlyle Group Inc.

Financial Services
4.41K
New
$52.82 - $69.35 $233K - $306K
4.41K $276K
WM
Waste Management Inc

Industrials
1.23K
New
$213.88 - $237.1 $262K - $291K
1.23K $270K
XOM
Exxon Mobil Corp

Energy
1.87K
+ 16.2%
$105.83 - $117.22 $198K - $219K
13.4K $1.51M
DUK
Duke Energy Corp

Utilities
2.13K
New
$116.31 - $125.93 $247K - $268K
2.13K $263K
CAT
Caterpillar Inc

Industrials
543
New
$390.92 - $477.15 $212K - $259K
543 $259K
NSC
Norfolk Southern Corp

Industrials
820
New
$259.49 - $300.41 $213K - $246K
820 $246K
PLTR
Palantir Technologies Inc.

Technology
1.35K
New
$130.68 - $186.97 $176K - $251K
1.35K $245K
Activity Summary
Buys All Purchases 105 New Holdings 24 Increased Positions 81 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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