Edgemoor Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Edgemoor Investment Advisors, Inc.Investment ActivityEdgemoor Investment Advisors, Inc. has $1.09 billion in total holdings as of March 31, 2025.Edgemoor Investment Advisors, Inc. owns shares of 161 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 1.55% of the portfolio was purchased this quarter.About 1.54% of the portfolio was sold this quarter.This quarter, Edgemoor Investment Advisors, Inc. has purchased 168 new stocks and bought additional shares in 50 stocks.Edgemoor Investment Advisors, Inc. sold shares of 64 stocks and completely divested from 10 stocks this quarter.Largest Holdings Berkshire Hathaway $84,400,973Microsoft $80,950,081Apple $80,114,112Lowe's Companies $47,057,174United Rentals $46,171,147 Largest New Holdings this Quarter 90353T100 - Uber Technologies $1,046,683 Holding053332102 - AutoZone $228,767 Holding92939U106 - WEC Energy Group $212,729 Holding Largest Purchases this Quarter Pfizer 194,853 shares (about $4.94M)Eversource Energy 44,372 shares (about $2.76M)Uber Technologies 14,365 shares (about $1.05M)Public Storage 1,666 shares (about $498.62K)Visa 1,315 shares (about $460.86K) Largest Sales this Quarter BCE 43,537 shares (about $999.62K)Novartis 7,349 shares (about $819.27K)Alphabet 2,577 shares (about $402.60K)BLACKROCK INC 355 shares (about $336.01K)iShares Core MSCI Pacific ETF 5,310 shares (about $330.49K) 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 PortfolioSectorBRK.BBerkshire Hathaway$84,400,973$219,424 ▲0.3%158,4757.8%FinanceMSFTMicrosoft$80,950,081$79,958 ▼-0.1%215,6427.4%Computer and TechnologyAAPLApple$80,114,112$171,929 ▼-0.2%360,6637.4%Computer and TechnologyLOWLowe's Companies$47,057,174$187,285 ▲0.4%201,7624.3%Retail/WholesaleURIUnited Rentals$46,171,147$167,957 ▼-0.4%73,6734.2%ConstructionGOOGAlphabet$35,904,479$402,605 ▼-1.1%229,8183.3%Computer and TechnologyAMZNAmazon.com$34,628,336$217,277 ▲0.6%182,0053.2%Retail/WholesaleWSMWilliams-Sonoma$29,305,033$211,697 ▼-0.7%185,3572.7%Retail/WholesaleAVGOBroadcom$29,167,578$206,609 ▼-0.7%174,2072.7%Computer and TechnologyVRTXVertex Pharmaceuticals$27,535,920$145,931 ▼-0.5%56,7962.5%MedicalGOOGLAlphabet$24,101,355$61,547 ▼-0.3%155,8542.2%Computer and TechnologyLENLennar$23,747,613$226,691 ▼-0.9%206,8962.2%ConstructionAMATApplied Materials$22,259,474$57,323 ▼-0.3%153,3862.0%Computer and TechnologyVVisa$21,687,416$460,860 ▲2.2%61,8822.0%Business ServicesBXBlackstone$21,340,749$20,967 ▲0.1%152,6732.0%FinanceNVDANVIDIA$18,562,353$138,293 ▲0.8%171,2711.7%Computer and TechnologyBLACKROCK INC$18,334,543$336,006 ▼-1.8%19,3711.7%COMARCCAres Capital$16,015,911$114,855 ▼-0.7%722,7391.5%FinanceJCIJohnson Controls International$15,908,866$72,900 ▲0.5%198,5871.5%ConstructionGDGeneral Dynamics$15,834,192$306,925 ▲2.0%58,0901.5%AerospaceSCHWCharles Schwab$13,950,321$142,157 ▲1.0%178,2101.3%FinanceAEPAmerican Electric Power$13,861,703$220,289 ▼-1.6%126,8571.3%UtilitiesNVSNovartis$12,523,096$819,273 ▼-6.1%112,3341.2%MedicalDEDeere & Company$11,813,695$210,272 ▼-1.7%25,1701.1%IndustrialsICSHiShares Ultra Short-Term Bond Active ETF$11,678,427$370,415 ▲3.3%230,3431.1%ETFSHELShell$11,576,290$187,231 ▲1.6%157,9731.1%EnergySPGSimon Property Group$11,560,221$22,753 ▼-0.2%69,6061.1%FinanceTSMTaiwan Semiconductor Manufacturing$11,195,649$291,831 ▲2.7%67,4431.0%Computer and TechnologyEPDEnterprise Products Partners$10,606,729$42,914 ▲0.4%310,6831.0%EnergyETREntergy$10,583,663$90,619 ▼-0.8%123,8001.0%UtilitiesORealty Income$10,297,104$269,457 ▲2.7%177,5050.9%FinanceCCitigroup$10,219,030$375,893 ▲3.8%143,9500.9%FinanceVZVerizon Communications$10,076,495$124,196 ▲1.2%222,1440.9%Computer and TechnologyCCICrown Castle$9,281,657$63,477 ▼-0.7%89,0490.9%FinanceFIFiserv$9,229,811$20,096 ▼-0.2%41,7960.8%Business ServicesTMOThermo Fisher Scientific$9,067,534$84,097 ▼-0.9%18,2220.8%MedicalPSAPublic Storage$8,402,398$498,625 ▲6.3%28,0740.8%FinanceTAT&T$8,389,711$183,029 ▲2.2%296,6650.8%Computer and TechnologySOSouthern$7,946,761$35,401 ▼-0.4%86,4240.7%UtilitiesJEPIJPMorgan Equity Premium Income ETF$7,863,131$429,123 ▲5.8%137,6110.7%ETFNEENextEra Energy$7,589,956$14,391 ▼-0.2%107,0660.7%UtilitiesFCTFirst Trust Senior Floating Rate Income Fund II$6,479,577$122,948 ▼-1.9%639,0110.6%Financial ServicesCNPCenterPoint Energy$6,402,831$130,392 ▼-2.0%176,7270.6%UtilitiesDLRDigital Realty Trust$6,048,081$31,524 ▲0.5%42,2080.6%FinanceCWEN.AClearway Energy$5,941,799$16,393 ▼-0.3%208,7770.5%UtilitiesEVERGY INC$5,589,202$205,886 ▲3.8%81,0610.5%COMAREAlexandria Real Estate Equities$5,429,227$70,308 ▲1.3%58,6880.5%FinancePFEPfizer$5,411,940$4,937,575 ▲1,040.9%213,5730.5%MedicalKMIKinder Morgan$4,859,691$78,914 ▼-1.6%170,3360.4%EnergyBKNGBooking$4,823,435$211,918 ▲4.6%1,0470.4%Retail/WholesaleOKEONEOK$4,586,345$170,361 ▼-3.6%46,2240.4%EnergyATOAtmos Energy$4,476,533$15,458 ▼-0.3%28,9590.4%UtilitiesMRKMerck & Co., Inc.$4,188,711$203,579 ▼-4.6%46,6650.4%MedicalIVViShares Core S&P 500 ETF$4,100,7460.0%7,2980.4%ETFESEversource Energy$3,927,899$2,755,945 ▲235.2%63,2410.4%UtilitiesWFC.PLWells Fargo & Co. Pfd. Series L$3,872,580$165,710 ▼-4.1%3,2250.4%FinanceSTWDStarwood Property Trust$3,788,834$104,544 ▲2.8%191,6450.3%FinancePBAPembina Pipeline$3,597,470$13,330 ▼-0.4%89,8690.3%EnergyKOCoca-Cola$3,294,4390.0%45,9980.3%Consumer StaplesBTZBlackRock Credit Allocation Income Trust$2,878,266$50,899 ▼-1.7%268,4950.3%Financial ServicesVRTVertiv$2,831,176$387,796 ▲15.9%39,2120.3%Computer and TechnologyXELXcel Energy$2,584,440$30,086 ▼-1.2%36,5080.2%UtilitiesWELLWelltower$2,508,890$3,830 ▼-0.2%16,3750.2%FinanceSLBSchlumberger$2,425,557$279,854 ▲13.0%58,0270.2%EnergyBRK.ABerkshire Hathaway$2,395,3250.0%30.2%FinanceNZFNuveen Municipal Credit Income Fund$2,327,393$453,329 ▲24.2%190,3020.2%Financial ServicesAGGiShares Core U.S. Aggregate Bond ETF$2,281,293$47,976 ▲2.1%23,0620.2%FinanceEMOClearBridge Energy Midstream Opportunity Fund$2,279,146$128,268 ▲6.0%45,9320.2%Financial ServicesFRABlackRock Floating Rate Income Strategies Fund$2,224,243$341,101 ▲18.1%172,1550.2%Financial ServicesBANK AMERICA CORP$1,974,077$17,284 ▼-0.9%1,5990.2%7.25%CNV PFD LKYNKayne Anderson Energy Infrastructure Fund$1,940,012$72,490 ▲3.9%151,2090.2%Financial ServicesACNAccenture$1,931,528$154,148 ▲8.7%6,1900.2%Computer and TechnologyCIThe Cigna Group$1,869,7070.0%5,6830.2%MedicalJNJJohnson & Johnson$1,821,532$24,048 ▼-1.3%10,9830.2%MedicalRLJ.PARLJ Lodging Trust$1,813,725$27,938 ▼-1.5%74,3330.2%JPMJPMorgan Chase & Co.$1,723,240$37,040 ▼-2.1%7,0250.2%FinanceMMCMarsh & McLennan Companies$1,573,7490.0%6,4490.1%FinanceBKBank of New York Mellon$1,569,8790.0%18,7180.1%FinanceSHViShares Short Treasury Bond ETF$1,503,361$75,665 ▼-4.8%13,6100.1%ETFDHRDanaher$1,485,430$4,715 ▼-0.3%7,2460.1%MedicalBEPBrookfield Renewable Partners$1,463,912$28,697 ▲2.0%66,0610.1%UtilitiesIWFiShares Russell 1000 Growth ETF$1,358,421$111,938 ▼-7.6%3,7620.1%ETFXOMExxon Mobil$1,329,443$17,126 ▼-1.3%11,1780.1%EnergyBCEBCE$1,275,260$999,622 ▼-43.9%55,5420.1%UtilitiesBROOKFIELD RENEWABLE CORP$1,262,124$37,106 ▲3.0%45,2050.1%CL A EX SUB VTGORCLOracle$1,248,737$6,432 ▲0.5%8,9310.1%Computer and TechnologyWYWeyerhaeuser$1,186,367$33,643 ▼-2.8%40,5180.1%ConstructionWMTWalmart$1,105,600$2,195 ▲0.2%12,5930.1%Retail/WholesaleNVONovo Nordisk A/S$1,092,013$37,636 ▲3.6%15,7260.1%MedicalEDConsolidated Edison$1,081,7860.0%9,7810.1%UtilitiesVOOVanguard S&P 500 ETF$1,068,217$32,900 ▼-3.0%2,0780.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,064,187$65,644 ▼-5.8%18,2380.1%ETFGBDCGolub Capital BDC$1,063,055$19,152 ▼-1.8%70,2150.1%FinanceUBERUber Technologies$1,046,683$1,046,683 ▲New Holding14,3650.1%Computer and TechnologyMUBiShares National Muni Bond ETF$1,039,955$200,336 ▲23.9%9,8630.1%ETFADBEAdobe$965,090$34,906 ▼-3.5%2,5160.1%Computer and TechnologyCVXChevron$952,3820.0%5,6930.1%EnergyLLYEli Lilly and Company$947,794$62,801 ▼-6.2%1,1470.1%MedicalHDHome Depot$920,623$126,439 ▲15.9%2,5120.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$854,858$290,217 ▼-25.3%8,1740.1%ETFShowing 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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