Edgemoor Investment Advisors, Inc. Reduced Holdings in Q1 2025

Edgemoor Investment Advisors, Inc.

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-1.23K
- 0.7%
$167.43 - $244.7 $207K - $302K
174K $29.2M
AAPL
Apple Inc.

Technology
-774
- 0.21%
$209.68 - $247.1 $162K - $191K
361K $80.1M
MSFT
Microsoft Corp

Technology
-213
- 0.1%
$375.39 - $447.2 $80K - $95.3K
216K $80.9M
GOOG
Alphabet Inc.

Communication Services
-2.58K
- 1.11%
$156.06 - $207.71 $402K - $535K
230K $35.9M
URI
United Rentals, Inc.

Industrials
-268
- 0.36%
$594.17 - $789.56 $159K - $212K
73.7K $46.2M
GOOGL
Alphabet Inc.

Communication Services
-398
- 0.25%
$154.33 - $206.19 $61.4K - $82.1K
156K $24.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.34K
- 0.72%
$158.1 - $217.71 $212K - $292K
185K $29.3M
LEN
Lennar Corp

Consumer Cyclical
-1.98K
- 0.95%
$113.93 - $141.54 $225K - $280K
207K $23.7M
AMAT
Applied Materials Inc

Technology
-395
- 0.26%
$145.06 - $195.51 $57.3K - $77.2K
153K $22.3M
BCE
Bce Inc

Communication Services
-43.5K
- 43.94%
$22.14 - $25.18 $964K - $1.1M
55.5K $1.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-169
- 0.92%
$497.6 - $606.74 $84.1K - $103K
18.2K $9.07M
SPG
Simon Property Group Inc

Real Estate
-137
- 0.2%
$159.48 - $187.78 $21.8K - $25.7K
69.6K $11.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.78K
- 25.34%
$102.49 - $119.96 $284K - $333K
8.17K $854K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-5.31K
- 50.0%
$59.63 - $64.37 $317K - $342K
5.31K $330K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-310
- 7.61%
$360.07 - $417.26 $112K - $129K
3.76K $1.36M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-12.1K
- 1.86%
$10.14 - $10.47 $123K - $127K
639K $6.48M
OKE
Oneok Inc

Energy
-1.72K
- 3.58%
$89.57 - $109.85 $154K - $189K
46.2K $4.59M
ADBE
Adobe Inc.

Technology
-91
- 3.49%
$377.84 - $464.11 $34.4K - $42.2K
2.52K $964K
SUB
Ishares Short Term National Mu

ETFs
-1.8K
- 37.62%
$105.3 - $106.24 $190K - $191K
2.99K $315K
DHR
Danaher Corp

Healthcare
-23
- 0.32%
$201.62 - $250.59 $4.64K - $5.76K
7.25K $1.49M
KKR
Kkr & Co. Inc.

Financial Services
-52
- 1.06%
$108.17 - $167.07 $5.62K - $8.69K
4.84K $559K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.13K
- 5.81%
$57.21 - $65.8 $64.4K - $74K
18.2K $1.06M
NEE
Nextera Energy Inc

Utilities
-203
- 0.19%
$66.96 - $76.16 $13.6K - $15.5K
107K $7.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-64
- 2.99%
$507.05 - $563.67 $32.5K - $36.1K
2.08K $1.07M
IEFA
Ishares Tr

ETFs
-1.28K
- 29.03%
$69.57 - $78.65 $89.1K - $101K
3.13K $236K
SHV
Ishares Tr

ETFs
-685
- 4.79%
$110.11 - $110.51 $75.4K - $75.7K
13.6K $1.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-400
- 13.76%
$182.82 - $196.21 $73.1K - $78.5K
2.51K $471K
LMT
Lockheed Martin Corp

Industrials
-25
- 1.9%
$423.19 - $506.29 $10.6K - $12.7K
1.29K $577K
FTV
Fortive Corp

Technology
-346
- 10.48%
$71.82 - $82.98 $24.8K - $28.7K
2.96K $216K
PEP
Pepsico Inc

Consumer Defensive
-120
- 2.66%
$142.64 - $156.42 $17.1K - $18.8K
4.39K $657K
IEMG
Ishares Inc

ETFs
-482
- 11.11%
N/A
3.86K $206K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.27K
- 1.77%
$14.46 - $15.96 $18.3K - $20.2K
70.2K $1.06M
SYY
Sysco Corp

Consumer Defensive
-200
- 6.55%
$70.0 - $77.13 $14K - $15.4K
2.86K $214K
CWENA
Clearway Energy Inc Cl A
-576
- 0.28%
N/A
209K $7.21M
FISV
Fiserv Inc

Technology
-91
- 0.22%
N/A
41.8K $5.23M
PFF
Ishares Trust Ishares Pfd And

ETFs
-55
- 0.54%
$30.73 - $32.26 $1.69K - $1.77K
10.1K $309K
Rlj Lodging Tr
-1.15K
- 1.52%
N/A
74.3K $0
Blackrock Inc
-355
- 1.8%
N/A
19.4K $0
Bank America Corp
-14
- 0.87%
N/A
1.6K $0
Wells Fargo CO New
-138
- 4.1%
N/A
3.23K $0
LLY
Eli Lilly & CO

Healthcare
-76
- 6.21%
$725.72 - $929.72 $55.2K - $70.7K
1.15K $947K
JPM
Jpmorgan Chase & CO

Financial Services
-151
- 2.1%
$225.19 - $279.95 $34K - $42.3K
7.03K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.34%
$158.56 - $176.26 $2.38K - $2.64K
4.45K $758K
WY
Weyerhaeuser CO

Real Estate
-1.15K
- 2.76%
$27.29 - $31.39 $31.4K - $36.1K
40.5K $1.19M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-4.75K
- 1.74%
$10.47 - $10.92 $49.7K - $51.8K
268K $2.88M
YUM
Yum Brands Inc

Consumer Cyclical
-26
- 1.34%
$123.25 - $162.53 $3.2K - $4.23K
1.92K $301K
AMGN
Amgen Inc

Healthcare
-140
- 6.85%
$258.59 - $327.36 $36.2K - $45.8K
1.91K $593K
ARCC
Ares Capital Corp

Financial Services
-5.18K
- 0.71%
$21.28 - $23.81 $110K - $123K
723K $16M
XEL
Xcel Energy Inc

Utilities
-425
- 1.15%
$63.37 - $72.1 $26.9K - $30.6K
36.5K $2.58M
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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