EI
| |
Edgemoor Investment Advisors, Inc.13F | |
| Edgemoor Investment Advisors, Inc. | |
| Last update 2025-05-05 | 161 Stocks (3 new) |
| Value $1.09 Bil | Turnover 2 % |
Edgemoor Investment Advisors, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 158,475 | 84,401.0 | +0.26% | 7.760 | +0.02% | 0.010 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
MSFT | Microsoft Corp | 215,642 | 80,950.1 | -0.10% | 7.440 | -0.01% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AAPL | Apple Inc | 360,663 | 80,114.1 | -0.21% | 7.370 | -0.02% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
LOW | Lowe's Companies Inc | 201,762 | 47,057.2 | +0.40% | 4.330 | +0.02% | 0.040 | +4.09% | -7.20% | 127,124.1 | Retail - Cyclical | |
URI | United Rentals Inc | 73,673 | 46,171.2 | -0.36% | 4.250 | -0.02% | 0.110 | +37.97% | +12.84% | 51,416.8 | Business Services | |
GOOG | Alphabet Inc | 229,818 | 35,904.5 | -1.11% | 3.300 | -0.04% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
AMZN | Amazon.com Inc | 182,005 | 34,628.3 | +0.63% | 3.180 | +0.02% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
WSM | Williams-Sonoma Inc | 185,357 | 29,305.0 | -0.72% | 2.690 | -0.02% | 0.150 | +26.33% | -2.43% | 21,968.7 | Retail - Cyclical | |
AVGO | Broadcom Inc | 174,207 | 29,167.6 | -0.70% | 2.680 | -0.03% | 0.000 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
VRTX | Vertex Pharmaceuticals Inc | 56,796 | 27,535.9 | -0.53% | 2.530 | -0.01% | 0.020 | -4.15% | +16.74% | 120,728.1 | Biotechnology |
Edgemoor Investment Advisors, Inc.'s Historical Top Holdings Breakdowns
Edgemoor Investment Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.46% | 25.01 ($26.17) 27.13 | $25.14 | -3.94% | Add 1040.88% | 213,573 | 194,853 | |
BXMT | Blackstone Mortgage Trust Inc | 2025-03-31 | Sold Out Sold Out | -0.42% | 17.15 ($19.33) 21.07 | $19.43 | 0.52% | Sold Out | 0 | -272,254 | |
ES | Eversource Energy | 2025-03-31 | Add Add | +0.25% | 55.63 ($59.66) 63.8 | $66.61 | 11.65% | Add 235.16% | 63,241 | 44,372 | |
AES | The AES Corp | 2025-03-31 | Sold Out Sold Out | -0.25% | 9.93 ($11.57) 13.23 | $13.81 | 19.36% | Sold Out | 0 | -222,853 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +0.10% | 63.17 ($72.04) 81.49 | $91.79 | 27.42% | New holding | 14,365 | 14,365 | |
BCE | BCE Inc | 2025-03-31 | Reduce Reduce | -0.09% | 22.14 ($23.52) 25.18 | $24.38 | 3.66% | Reduce -43.94% | 55,542 | -43,537 | |
NVS | Novartis AG | 2025-03-31 | Reduce Reduce | -0.06% | 97.14 ($106.46) 115.57 | $116.83 | 9.74% | Reduce -6.14% | 112,334 | -7,349 | |
PSA | Public Storage | 2025-03-31 | Add Add | +0.05% | 288.99 ($299.06) 313.98 | $291.04 | -2.68% | Add 6.31% | 28,074 | 1,666 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.04% | 156.06 ($183.12) 207.71 | $192.11 | 4.91% | Reduce -1.11% | 229,818 | -2,577 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.04% | 56.17 ($58.26) 59.71 | $57.15 | -1.91% | Add 5.77% | 137,611 | 7,510 |
Edgemoor Investment Advisors, Inc. Total Holding History ($B)
Edgemoor Investment Advisors, Inc.'s Asset Allocation
Edgemoor Investment Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Edgemoor Investment Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Edgemoor Investment Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Edgemoor Investment Advisors, Inc.'s Holdings Heat Map
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Edgemoor Investment Advisors, Inc.'s Holdings Bubble Chart
Edgemoor Investment Advisors, Inc. News
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