Edgemoor Investment Advisors, Inc. Incresed Positions 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
O
Realty Income Corp

Real Estate
12.7K
+ 7.03%
$56.13 - $60.79 $714K - $773K
194K $11.8M
UPS
United Parcel Service Inc

Industrials
14.5K
+ 236.75%
$82.58 - $105.54 $1.2M - $1.53M
20.6K $1.72M
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
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.55K
+ 5.98%
$55.61 - $57.37 $476K - $491K
152K $8.66M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
22.5K
+ 11.24%
$11.55 - $12.56 $260K - $282K
222K $2.79M
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
SHEL
Shell PLC

Energy
1.38K
+ 0.86%
$69.82 - $73.93 $96.1K - $102K
161K $11.5M
XOM
Exxon Mobil Corp

Energy
1.87K
+ 16.2%
$105.83 - $117.22 $198K - $219K
13.4K $1.51M
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 0.65%
$40.84 - $45.06 $59.9K - $66.1K
227K $9.97M
SLB
Schlumberger Limited

Energy
5.28K
+ 9.22%
$32.37 - $37.31 $171K - $197K
62.5K $2.15M
BEP
Brookfield Renewable Partners L.P.

Utilities
7K
+ 10.86%
$24.32 - $27.58 $170K - $193K
71.4K $1.84M
VRT
Vertiv Holdings CO

Industrials
2.21K
+ 5.62%
N/A
41.6K $3.6M
CWENA
Clearway Energy Inc Cl A
4.42K
+ 2.12%
N/A
213K $7.35M
CVX
Chevron Corp

Energy
530
+ 9.31%
$145.57 - $161.83 $77.2K - $85.8K
6.22K $966K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
13.5K
+ 7.21%
$12.93 - $13.4 $175K - $181K
201K $2.61M
PEP
Pepsico Inc

Consumer Defensive
750
+ 16.86%
$133.81 - $152.16 $100K - $114K
5.2K $730K
IWP
Ishares Russell Mid Cap Growth

ETFs
909
+ 60.2%
$137.51 - $145.26 $125K - $132K
2.42K $344K
RTX
Raytheon Technologies Corp

Industrials
212
+ 4.69%
$144.19 - $167.33 $30.6K - $35.5K
4.73K $791K
QQQ
Invesco Qqq Trust, Series 1

ETFs
182
+ 38.32%
$546.99 - $602.2 $99.6K - $110K
657 $394K
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 1.15%
$357.4 - $423.42 $11.4K - $13.5K
2.82K $1.14M
WMT
Walmart Inc.

Consumer Defensive
73
+ 0.58%
$94.4 - $104.27 $6.89K - $7.61K
12.7K $1.31M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.25K
+ 22.08%
$52.39 - $53.11 $65.5K - $66.4K
6.91K $366K
META
Meta Platforms, Inc.

Communication Services
97
+ 10.22%
$695.21 - $791.73 $67.4K - $76.8K
1.05K $768K
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 12.72%
$617.65 - $666.84 $39.5K - $42.7K
567 $377K
AMGN
Amgen Inc

Healthcare
186
+ 9.77%
$271.18 - $309.22 $50.4K - $57.5K
2.09K $589K
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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