Edgemoor Investment Advisors, Inc. Incresed Positions in Q2 2025

Edgemoor Investment Advisors, Inc.

  • $1.12 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
306
+ 0.18%
$94.31 - $157.99 $28.9K - $48.3K
172K $27.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
302
+ 0.45%
$141.37 - $228.57 $42.7K - $69K
67.7K $15.3M
SCHW
Schwab Charles Corp

Financial Services
1.69K
+ 0.95%
$69.06 - $91.24 $117K - $154K
180K $16.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 2.39%
$4164.15 - $5789.24 $104K - $145K
1.07K $6.21M
UBER
Uber Technologies, Inc

Technology
10.9K
+ 75.86%
$64.62 - $93.3 $704K - $1.02M
25.3K $2.36M
DE
Deere & CO

Industrials
79
+ 0.31%
$412.99 - $531.48 $32.6K - $42K
25.2K $12.8M
ORCL
Oracle Corp

Technology
75
+ 0.84%
$122.82 - $218.63 $9.21K - $16.4K
9.01K $1.97M
SUB
Ishares Short Term National Mu

ETFs
5.87K
+ 196.58%
$104.77 - $106.34 $615K - $624K
8.85K $941K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.01%
$498.8 - $620.9 $499 - $621
7.3K $4.53M
JPM
Jpmorgan Chase & CO

Financial Services
229
+ 3.26%
$210.28 - $289.91 $48.2K - $66.4K
7.25K $2.1M
ES
Eversource Energy

Utilities
3.14K
+ 4.96%
$54.25 - $65.89 $170K - $207K
66.4K $4.22M
EVRG
Evergy, Inc.

Utilities
4.3K
+ 5.3%
$64.06 - $69.64 $275K - $299K
85.4K $5.88M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
24.2K
+ 16.02%
$10.49 - $12.99 $254K - $315K
175K $2.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.47K
+ 3.98%
$51.14 - $57.0 $280K - $312K
143K $8.13M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
15.7K
+ 9.1%
$11.29 - $13.14 $177K - $206K
188K $2.47M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
6.42K
+ 13.98%
$41.09 - $50.61 $264K - $325K
52.4K $2.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.7K
+ 25.8%
$390.26 - $489.06 $1.84M - $2.3M
22.9K $9.29M
FISV
Fiserv Inc

Technology
1.7K
+ 4.06%
N/A
43.5K $5.45M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.12K
+ 1.79%
$50.48 - $50.71 $208K - $209K
234K $11.9M
META
Meta Platforms, Inc.

Communication Services
26
+ 2.82%
$484.66 - $738.09 $12.6K - $19.2K
949 $700K
COST
Costco Wholesale Corp

Consumer Defensive
111
+ 16.47%
$908.13 - $1056.85 $101K - $117K
785 $777K
O
Realty Income Corp

Real Estate
3.49K
+ 1.97%
$52.27 - $58.52 $182K - $204K
181K $10.4M
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.16%
$81.79 - $99.98 $1.64K - $2K
12.6K $1.23M
ADBE
Adobe Inc.

Technology
263
+ 10.45%
$340.0 - $420.68 $89.4K - $111K
2.78K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 10.99%
$335.24 - $380.78 $92.5K - $105K
2.79K $1.02M
KKR
Kkr & Co. Inc.

Financial Services
58
+ 1.2%
$92.79 - $134.29 $5.38K - $7.79K
4.9K $651K
STWD
Starwood Property Trust, Inc.

Real Estate
1.43K
+ 0.75%
$17.28 - $20.41 $24.7K - $29.2K
193K $3.88M
CCI
Crown Castle International Corp

Real Estate
2.1K
+ 2.36%
$94.83 - $107.06 $200K - $225K
91.2K $9.36M
ETN
Eaton Corp PLC

Industrials
17
+ 2.04%
$246.52 - $356.99 $4.19K - $6.07K
852 $304K
SYK
Stryker Corp

Healthcare
118
+ 8.91%
$337.37 - $395.63 $39.8K - $46.7K
1.44K $570K
SPY
Spdr S&P 500 ETF Trust

ETFs
82
+ 19.48%
$496.48 - $617.85 $40.7K - $50.7K
503 $310K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
116
+ 0.64%
$51.16 - $62.02 $5.93K - $7.19K
18.4K $1.14M
RTX
Raytheon Technologies Corp

Industrials
57
+ 1.28%
$113.75 - $148.48 $6.48K - $8.46K
4.52K $659K
MCD
Mcdonalds Corp

Consumer Cyclical
305
+ 26.54%
$285.55 - $321.23 $87.1K - $98K
1.45K $424K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
9.58K
+ 5.03%
$11.34 - $12.35 $109K - $118K
200K $2.38M
AXP
American Express CO

Financial Services
17
+ 1.85%
$231.39 - $318.98 $3.93K - $5.42K
938 $299K
IEFA
Ishares Tr

ETFs
189
+ 6.04%
$67.83 - $84.09 $12.8K - $15.9K
3.32K $277K
ABT
Abbott Laboratories

Healthcare
162
+ 5.3%
$123.95 - $138.08 $20.1K - $22.4K
3.22K $437K
WFC
Wells Fargo & Company

Financial Services
18
+ 0.62%
$60.98 - $80.12 $1.1K - $1.44K
2.92K $234K
KO
Coca Cola CO

Consumer Defensive
879
+ 1.91%
$68.37 - $73.9 $60.1K - $65K
46.9K $3.32M
CI
Cigna Corp

Healthcare
32
+ 0.56%
$301.89 - $340.04 $9.66K - $10.9K
5.72K $1.89M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
250
+ 1.88%
$49.73 - $51.44 $12.4K - $12.9K
13.6K $697K
PFF
Ishares Trust Ishares Pfd And

ETFs
600
+ 5.95%
$29.0 - $30.68 $17.4K - $18.4K
10.7K $327K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
250
+ 4.62%
$51.68 - $52.76 $12.9K - $13.2K
5.66K $298K
VRT
Vertiv Holdings CO

Industrials
127
+ 0.32%
N/A
39.3K $3.41M
IEMG
Ishares Inc

ETFs
199
+ 5.16%
N/A
4.05K $217K
SYY
Sysco Corp

Consumer Defensive
18
+ 0.63%
$68.0 - $75.91 $1.22K - $1.37K
2.87K $217K
Brookfield Renewable Corp
8.22K
+ 18.17%
N/A
53.4K $0
PAYX
Paychex Inc

Industrials
125
+ 5.59%
$137.01 - $159.78 $17.1K - $20K
2.36K $343K
Activity Summary
Buys All Purchases 77 New Holdings 13 Increased Positions 64 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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