Edgemoor Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Edgemoor Investment Advisors, Inc.Investment ActivityEdgemoor Investment Advisors, Inc. has $1.14 billion in total holdings as of December 31, 2024.Edgemoor Investment Advisors, Inc. owns shares of 168 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 3.50% of the portfolio was purchased this quarter.About 3.92% of the portfolio was sold this quarter.This quarter, Edgemoor Investment Advisors, Inc. has purchased 165 new stocks and bought additional shares in 43 stocks.Edgemoor Investment Advisors, Inc. sold shares of 71 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $90,983,148Apple $90,511,081Berkshire Hathaway $71,647,101United Rentals $52,087,519Lowe's Companies $49,596,916 Largest New Holdings this Quarter BLACKROCK INC $20,221,577 HoldingNovo Nordisk A/S $1,306,128 HoldingBROOKFIELD RENEWABLE CORP $1,213,610 HoldingAdobe $1,159,281 HoldingAlerian MLP ETF $214,312 Holding Largest Purchases this Quarter BLACKROCK INC 19,726 shares (about $20.22M)Entergy 61,877 shares (about $4.69M)Coca-Cola 40,530 shares (about $2.52M)Novo Nordisk A/S 15,184 shares (about $1.31M)BROOKFIELD RENEWABLE CORP 43,876 shares (about $1.21M) Largest Sales this Quarter Apple 11,119 shares (about $2.78M)Microsoft 4,398 shares (about $1.85M)Berkshire Hathaway 3,963 shares (about $1.80M)United Rentals 2,089 shares (about $1.47M)Alphabet 7,312 shares (about $1.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEdgemoor Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$90,983,148$1,853,762 ▼-2.0%215,8558.0%Computer and TechnologyAAPLApple$90,511,081$2,784,421 ▼-3.0%361,4378.0%Computer and TechnologyBRK.BBerkshire Hathaway$71,647,101$1,796,356 ▼-2.4%158,0636.3%FinanceURIUnited Rentals$52,087,519$1,471,590 ▼-2.7%73,9414.6%ConstructionLOWLowe's Companies$49,596,916$531,857 ▼-1.1%200,9594.4%Retail/WholesaleGOOGAlphabet$44,257,443$1,392,502 ▼-3.1%232,3953.9%Computer and TechnologyAVGOBroadcom$40,674,397$1,145,062 ▼-2.7%175,4413.6%Computer and TechnologyAMZNAmazon.com$39,679,681$396,000 ▼-1.0%180,8633.5%Retail/WholesaleWSMWilliams-Sonoma$34,572,547$1,255,157 ▼-3.5%186,6963.0%Retail/WholesaleGOOGLAlphabet$29,578,634$844,850 ▼-2.8%156,2522.6%Computer and TechnologyLENLennar$28,483,822$126,552 ▼-0.4%208,8712.5%ConstructionBXBlackstone$26,298,160$187,939 ▼-0.7%152,5232.3%FinanceAMATApplied Materials$25,009,525$165,721 ▲0.7%153,7812.2%Computer and TechnologyVRTXVertex Pharmaceuticals$22,993,031$37,049 ▲0.2%57,0972.0%MedicalNVDANVIDIA$22,828,720$31,021 ▲0.1%169,9952.0%Computer and TechnologyBLACKROCK INC$20,221,577$20,221,577 ▲New Holding19,7261.8%COMVVisa$19,141,897$36,345 ▲0.2%60,5671.7%Business ServicesARCCAres Capital$15,934,227$56,673 ▼-0.4%727,9221.4%FinanceJCIJohnson Controls International$15,602,717$77,273 ▼-0.5%197,6771.4%ConstructionGDGeneral Dynamics$15,009,490$111,720 ▲0.7%56,9641.3%AerospaceSCHWCharles Schwab$13,054,949$128,260 ▲1.0%176,3941.2%FinanceTSMTaiwan Semiconductor Manufacturing$12,972,131$252,195 ▲2.0%65,6851.1%Computer and TechnologySPGSimon Property Group$12,010,500$204,586 ▼-1.7%69,7431.1%FinanceAEPAmerican Electric Power$11,886,025$208,994 ▲1.8%128,8731.0%UtilitiesNVSNovartis$11,646,410$657,916 ▼-5.3%119,6831.0%MedicalICSHiShares Ultra Short-Term Bond Active ETF$11,247,792$774,254 ▲7.4%223,0371.0%ETFDEDeere & Company$10,854,487$144,907 ▼-1.3%25,6181.0%Industrial ProductsCCitigroup$9,759,991$141,907 ▼-1.4%138,6550.9%FinanceSHELShell$9,736,983$148,544 ▼-1.5%155,4180.9%Oils/EnergyEPDEnterprise Products Partners$9,703,610$68,396 ▲0.7%309,4260.9%Oils/EnergyTMOThermo Fisher Scientific$9,567,655$170,117 ▼-1.7%18,3910.8%MedicalETREntergy$9,466,886$4,691,515 ▲98.2%124,8600.8%UtilitiesORealty Income$9,232,486$59,659 ▲0.7%172,8600.8%FinanceVZVerizon Communications$8,774,074$232,183 ▼-2.6%219,4060.8%Computer and TechnologyFIFiserv$8,604,428$150,573 ▲1.8%41,8870.8%Business ServicesCCICrown Castle$8,137,399$163,369 ▼-2.0%89,6580.7%FinancePSAPublic Storage$7,907,860$205,123 ▲2.7%26,4080.7%FinanceNEENextEra Energy$7,690,115$136,068 ▼-1.7%107,2690.7%UtilitiesJEPIJPMorgan Equity Premium Income ETF$7,484,749$639,334 ▲9.3%130,1010.7%ETFDLRDigital Realty Trust$7,445,852$148,073 ▼-1.9%41,9880.7%FinanceSOSouthern$7,146,199$243,176 ▼-3.3%86,8090.6%UtilitiesFCTFirst Trust Senior Floating Rate Income Fund II$6,739,262$543,541 ▼-7.5%651,1360.6%Financial ServicesTAT&T$6,607,715$198,305 ▲3.1%290,1930.6%Computer and TechnologyCNPCenterPoint Energy$5,721,754$148,528 ▼-2.5%180,3260.5%UtilitiesAREAlexandria Real Estate Equities$5,650,876$562,571 ▼-9.1%57,9280.5%FinanceCWEN.AClearway Energy$5,118,685$61,052 ▼-1.2%209,3530.5%UtilitiesBKNGBooking$4,973,388$129,179 ▲2.7%1,0010.4%Retail/WholesaleMRKMerck & Co., Inc.$4,867,922$162,652 ▼-3.2%48,9330.4%MedicalOKEONEOK$4,813,276$23,694 ▼-0.5%47,9410.4%Oils/EnergyEVERGY INC$4,805,557$732,020 ▲18.0%78,0750.4%COMKMIKinder Morgan$4,743,000$287,810 ▼-5.7%173,1020.4%Oils/EnergyBXMTBlackstone Mortgage Trust$4,739,951$663,287 ▼-12.3%272,2540.4%FinanceIVViShares Core S&P 500 ETF$4,296,187$1,766 ▼0.0%7,2980.4%ETFATOAtmos Energy$4,047,093$107,935 ▼-2.6%29,0590.4%UtilitiesWFC.PLWells Fargo & Co. Pfd. Series L$4,016,465$162,426 ▼-3.9%3,3630.4%FinanceVRTVertiv$3,844,721$495,232 ▲14.8%33,8410.3%Computer and TechnologySTWDStarwood Property Trust$3,531,477$55,145 ▼-1.5%186,3570.3%FinancePBAPembina Pipeline$3,332,977$164,798 ▼-4.7%90,2020.3%Oils/EnergyAESAES$2,868,121$372,806 ▼-11.5%222,8530.3%UtilitiesKOCoca-Cola$2,863,889$2,523,445 ▲741.2%45,9980.3%Consumer StaplesBTZBlackRock Credit Allocation Income Trust$2,858,130$81,369 ▼-2.8%273,2430.3%Financial ServicesXELXcel Energy$2,493,753$33,085 ▼-1.3%36,9330.2%UtilitiesBCEBCE$2,296,667$352,663 ▼-13.3%99,0790.2%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$2,187,711$1,046,714 ▲91.7%22,5770.2%FinanceWELLWelltower$2,066,955$2,521 ▼-0.1%16,4000.2%FinanceBRK.ABerkshire Hathaway$2,042,7600.0%30.2%FinanceEMOClearBridge Energy Midstream Opportunity Fund$2,017,369$108,857 ▼-5.1%43,3470.2%Financial ServicesFRABlackRock Floating Rate Income Strategies Fund$2,004,118$587,029 ▲41.4%145,7540.2%Financial ServicesACNAccenture$2,003,796$230,071 ▲13.0%5,6960.2%Computer and TechnologySLBSchlumberger$1,968,069$194,039 ▼-9.0%51,3320.2%Oils/EnergyBANK AMERICA CORP$1,966,650$53,647 ▼-2.7%1,6130.2%7.25%CNV PFD LNZFNuveen Municipal Credit Income Fund$1,864,870$496,925 ▲36.3%153,2350.2%Financial ServicesRLJ.PARLJ Lodging Trust$1,853,740$181,621 ▼-8.9%75,4780.2%KYNKayne Anderson Energy Infrastructure Fund$1,850,056$14,235 ▲0.8%145,5590.2%Financial ServicesJPMJPMorgan Chase & Co.$1,720,333$93,257 ▲5.7%7,1760.2%FinanceDHRDanaher$1,668,599$35,580 ▲2.2%7,2690.1%MedicalIWFiShares Russell 1000 Growth ETF$1,635,2340.0%4,0720.1%ETFJNJJohnson & Johnson$1,609,331$15,908 ▼-1.0%11,1280.1%MedicalSHViShares Short Treasury Bond ETF$1,574,022$22,022 ▼-1.4%14,2950.1%ETFCIThe Cigna Group$1,569,3040.0%5,6830.1%MedicalORCLOracle$1,480,5960.0%8,8850.1%Computer and TechnologyBEPBrookfield Renewable Partners$1,476,017$319 ▲0.0%64,7660.1%UtilitiesBKBank of New York Mellon$1,438,1040.0%18,7180.1%FinanceMMCMarsh & McLennan Companies$1,369,8320.0%6,4490.1%FinanceNVONovo Nordisk A/S$1,306,128$1,306,128 ▲New Holding15,1840.1%MedicalIJRiShares Core S&P Small-Cap ETF$1,261,657$101,979 ▼-7.5%10,9490.1%ETFXOMExxon Mobil$1,217,983$1,183 ▼-0.1%11,3220.1%Oils/EnergyBROOKFIELD RENEWABLE CORP$1,213,610$1,213,610 ▲New Holding43,8760.1%CL A EX SUB VTGIJHiShares Core S&P Mid-Cap ETF$1,206,5090.0%19,3630.1%ETFWYWeyerhaeuser$1,172,940$32,795 ▼-2.7%41,6670.1%ConstructionADBEAdobe$1,159,281$1,159,281 ▲New Holding2,6070.1%Computer and TechnologyVOOVanguard S&P 500 ETF$1,154,277$5,389 ▲0.5%2,1420.1%ETFWMTWalmart$1,135,5340.0%12,5680.1%Retail/WholesaleESEversource Energy$1,083,6470.0%18,8690.1%UtilitiesGBDCGolub Capital BDC$1,083,637$78,635 ▼-6.8%71,4800.1%FinanceLLYEli Lilly and Company$944,342$6,949 ▲0.7%1,2230.1%MedicalCSXCSX$895,493$242,025 ▲37.0%27,7500.1%TransportationEDConsolidated Edison$872,8440.0%9,7810.1%UtilitiesMUBiShares National Muni Bond ETF$848,458$152,899 ▼-15.3%7,9630.1%ETFHDHome Depot$842,941$31,119 ▲3.8%2,1670.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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