Edgemoor-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "BEP", "BEPC", "PBA", "BCE", "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "JFR", "T", "BLK", "AVGO", "LOW", "ARCC", "BTZ", "EMO", "CCI", "NTCT", "FRA", "FCT", "GD", "HON", "HD", "MCD", "QCOM", "LEN", "AMAT", "EMR", "BKNG", null, "MUB", "META", null, null, "IJH", null, null, "KMI", "IWS", "MMC", "MSFT", "EVRG", "FTV", "NVS", null, "ORLY", "BX", "IJR", "KKR", "IWD", "ORCL", "OKE", "PAYX", null, null, null, "IWF", "PEP", "IEMG", null, "GBDC", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "IEFA", "NOW", "SLB", "SPG", "O", "SHEL", "RTX", "SPLG", "IBM", "SYK", "CI", "TXN", "TMO", "UBER", "VO", "SCHW", "KYN", "WY", "TSM", null, "ETR", "VTR", "DD", "VRTX", "VRT", "ATO", "ARE", "STWD", "FI", "WEC", "IWR", "AEP", "ES", "NVO", "AMZN", "IVE", null, "VOO", "VLTO", "V", "WMT", null, "WFC", "WELL", "WSM", "XEL", "YUM", null, "ET", "JCI", "NZF", "MKL", "SO", "SYY", "PSA", "ADP", "AZO", "BK", "BRK-A", "BRK-B", "CARR", "CNP", "CVX", "CSCO", "C", "CWEN-A", "KO", "COP", "ED", "COST", "CSX", "DHR", "DE", "DLR", null, "NEE", "EPD", "ETN", "GOOG", "XOM", "JNJ", "LLY", "PM", "MO", "URI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 161
- Total Value
- 1087461515
- Accession Number
- 0001398344-25-008646
- Form Type
- 13F-HR
- Manager Name
- Edgemoor-Investment-Advisors
Data Enrichment
91% identified146 identified15 unidentified
Holdings
161 positions
Manager:
Search and click to pin securities to the top
Page 5 of 9
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
66.1K | All Managers (Combined) | $1.5M | |||
3.8K | QoQ -7.61% (-310)YoY -5.52% (-220) | All Managers (Combined) | $1.4M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 11.2K | All Managers (Combined) | $1.3M | ||
55.5K | All Managers (Combined) | $1.3M | |||
45.2K | YoY NEW(+45.2K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
ORACLE CORP(ORCLcusip68389X105) | 8.9K | QoQ +0.51% (-46)YoY +0.51% (+46) | All Managers (Combined) | $1.2M | |
WEYERHAEUSER CO(WYcusip962166104) | 40.5K | All Managers (Combined) | $1.2M | ||
Walmart Inc.(WMTcusip931142103) | 12.6K | QoQ +0.19% (-25)YoY +0.84% (+105) | All Managers (Combined) | $1.1M | |
NOVO NORDISK A S(NVOcusip670100205) | 15.7K | QoQ +3.56% (-542)YoY NEW(+15.7K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
9.8K | All Managers (Combined) | $1.1M | |||
2.1K | QoQ -2.98% (-64)YoY +2.41% (+49) | All Managers (Combined) | $1.1M | ||
18.2K | All Managers (Combined) | $1.1M | |||
70.2K | All Managers (Combined) | $1.1M | |||
14.4K | QoQ NEW(+14.4K) YoY NEW(+14.4K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
9.9K | All Managers (Combined) | $1.0M | |||
ADOBE INC.(ADBEcusip00724F101) | 2.5K | QoQ -3.49% (-91)YoY NEW(+2.5K) | All Managers (Combined) | $965.1K | YoY NEW(+$965.1K) |
CHEVRON CORP(CVXcusip166764100) | 5.7K | QoQ 0.00% (+0)YoY -4.54% (-271) | All Managers (Combined) | $952.4K | |
ELI LILLY & Co(LLYcusip532457108) | 1.1K | QoQ -6.21% (-76)YoY -5.12% (-62) | All Managers (Combined) | $947.8K | |
HOME DEPOT, INC.(HDcusip437076102) | 2.5K | All Managers (Combined) | $920.6K | ||
8.2K | All Managers (Combined) | $854.9K |