Edgemoor Investment Advisors, Inc. Incresed Positions in Q3 2024

Edgemoor Investment Advisors, Inc.

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
894
+ 0.45%
$65.52 - $77.61 $58.6K - $69.4K
199K $15.4M
PSA
Public Storage

Real Estate
831
+ 3.34%
$283.13 - $365.01 $235K - $303K
25.7K $9.36M
WSM
Williams Sonoma Inc

Consumer Cyclical
94.7K
+ 95.89%
$128.47 - $280.94 $12.2M - $26.6M
193K $30M
AVGO
Broadcom Inc.

Technology
162K
+ 897.07%
$136.27 - $1745.86 $22.1M - $283M
180K $31.1M
O
Realty Income Corp

Real Estate
4.49K
+ 2.68%
$52.36 - $63.42 $235K - $285K
172K $10.9M
ETR
Entergy Corp

Utilities
1.38K
+ 2.25%
$104.75 - $131.61 $145K - $182K
63K $8.29M
SPG
Simon Property Group Inc

Real Estate
1.91K
+ 2.76%
$146.09 - $170.11 $278K - $324K
70.9K $12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
125
+ 0.67%
$531.86 - $624.21 $66.5K - $78K
18.7K $11.6M
DE
Deere & CO

Industrials
222
+ 0.86%
$344.84 - $418.0 $76.6K - $92.8K
26K $10.8M
T
At&T Inc.

Communication Services
10.9K
+ 4.03%
$18.21 - $22.28 $199K - $243K
281K $6.19M
EVRG
Evergy, Inc.

Utilities
6.16K
+ 10.26%
$52.46 - $62.01 $323K - $382K
66.2K $4.1M
VZ
Verizon Communications Inc

Communication Services
1.4K
+ 0.63%
$38.89 - $45.0 $54.4K - $63K
225K $10.1M
V
Visa Inc.

Financial Services
422
+ 0.7%
$253.74 - $291.56 $107K - $123K
60.5K $16.6M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
38.4K
+ 59.41%
$12.6 - $13.59 $484K - $522K
103K $1.36M
BKNG
Booking Holdings Inc.

Consumer Cyclical
66
+ 7.26%
$3305.62 - $4268.05 $218K - $282K
975 $4.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.65K
+ 4.29%
$147.95 - $191.05 $392K - $506K
64.4K $11.2M
DLR
Digital Realty Trust, Inc.

Real Estate
196
+ 0.46%
$144.47 - $162.98 $28.3K - $31.9K
42.8K $6.93M
IVV
Ishares Core S&P 500 ETF

ETFs
410
+ 5.95%
$520.18 - $576.82 $213K - $236K
7.3K $4.21M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
27.6K
+ 32.58%
$12.25 - $13.1 $338K - $362K
112K $1.47M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.53K
+ 4.13%
$111.59 - $129.08 $282K - $326K
63.7K $7.56M
MUB
Ishares National Muni Bond ETF

ETFs
3.51K
+ 59.56%
$106.13 - $108.7 $372K - $381K
9.4K $1.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.88K
+ 32.3%
$96.25 - $101.98 $277K - $293K
11.8K $1.19M
STWD
Starwood Property Trust, Inc.

Real Estate
2.44K
+ 1.3%
$18.75 - $21.11 $45.7K - $51.4K
189K $3.86M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.24K
+ 2.59%
$50.32 - $50.75 $264K - $266K
208K $10.5M
BEP
Brookfield Renewable Partners L.P.

Utilities
3.29K
+ 5.35%
$23.3 - $28.3 $76.6K - $93.1K
64.8K $1.82M
ARCC
Ares Capital Corp

Financial Services
10.3K
+ 1.42%
$19.8 - $21.28 $203K - $218K
731K $15.3M
NVDA
Nvidia Corp

Technology
4.97K
+ 3.01%
$98.91 - $134.91 $491K - $670K
170K $20.6M
BEPC
Brookfield Renewable Corp

Utilities
2.51K
+ 6.4%
$26.92 - $32.89 $67.6K - $82.6K
41.8K $1.36M
C
Citigroup Inc

Financial Services
5.39K
+ 3.98%
$56.11 - $67.61 $302K - $364K
141K $8.81M
CWENA
Clearway Energy Inc Cl A
5.56K
+ 2.69%
N/A
212K $7.32M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.91K
+ 10.96%
$57.32 - $62.65 $110K - $120K
19.4K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
145
+ 7.47%
$333.64 - $405.2 $48.4K - $58.8K
2.09K $845K
WMT
Walmart Inc.

Consumer Defensive
78
+ 0.62%
$66.91 - $81.4 $5.22K - $6.35K
12.6K $1.01M
FISV
Fiserv Inc

Technology
1.29K
+ 3.24%
N/A
41.2K $5.15M
XLK
Technology Sector Spdr

ETFs
705
+ 78.77%
$197.34 - $237.68 $139K - $168K
1.6K $361K
KKR
Kkr & Co. Inc.

Financial Services
52
+ 1.07%
$104.51 - $133.23 $5.43K - $6.93K
4.89K $638K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2.18K
+ 1.53%
$9.89 - $11.43 $21.5K - $24.9K
144K $1.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
103
+ 5.08%
$475.2 - $527.7 $48.9K - $54.4K
2.13K $1.12M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.5K
+ 12.71%
$49.82 - $52.8 $74.7K - $79.2K
13.3K $699K
NOW
Service Now, Inc.

Technology
51
+ 11.56%
$730.87 - $937.36 $37.3K - $47.8K
492 $440K
IWF
Ishares Russell 1000 Gr ETF

ETFs
120
+ 3.04%
$332.02 - $382.76 $39.8K - $45.9K
4.07K $1.53M
RTX
Raytheon Technologies Corp

Industrials
50
+ 1.33%
$99.55 - $123.34 $4.98K - $6.17K
3.82K $462K
XLV
Select Sector Spdr Fund Health

ETFs
389
+ 24.31%
$143.3 - $157.24 $55.7K - $61.2K
1.99K $306K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
545
+ 1.21%
$37.39 - $42.2 $20.4K - $23K
45.7K $1.93M
IVE
Ishares S&P 500 Value ETF

ETFs
53
+ 1.59%
$181.06 - $197.17 $9.6K - $10.5K
3.39K $668K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1K
+ 22.68%
$51.02 - $52.74 $51K - $52.7K
5.41K $284K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.29K
+ 14.57%
$31.18 - $33.5 $40.2K - $43.2K
10.1K $337K
META
Meta Platforms, Inc.

Communication Services
12
+ 1.73%
$453.41 - $572.44 $5.44K - $6.87K
707 $404K
KO
Coca Cola CO

Consumer Defensive
86
+ 1.6%
$62.69 - $73.01 $5.39K - $6.28K
5.47K $392K
Activity Summary
Buys All Purchases 73 New Holdings 6 Increased Positions 67 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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