Fund HoldingsMcGowan Group Asset Management, Inc.

Total Portfolio Value
$693.50M
Total Bought
$66.10M
Total Sold
$55.93M
Net Transaction
+$10.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
PLAINS GP HLDGS(PAGP)01,099,525+1,099,525020,0662.89%+20,066
EBAY INC COM(EBAY)0156,946+156,94608,2841.19%+8,284
GENERAL MNY MKT FUND037,981,555+37,981,555037,9825.48%+37,982
NOVO NORDISK AS ADR(NVO)228,324227,188-1,13623,62029,1714.21%+5,551
ELI LILLY & CO COM(LLY)22,24022,207-3312,96417,2762.49%+4,312
EXXON MOBIL CORP COM260,330258,364-1,96626,02830,0324.33%+4,004
MERCK & CO INC NEW COM(MRK)170,247168,402-1,84518,56022,2213.20%+3,660
UNUM GROUP(UNM)0413,006+413,006022,1623.20%+22,162
BWX TECHNOLOGIES INC COM(BWXT)122,867122,859-89,42812,6081.82%+3,180
COHEN & STEERS INFRASTRUCTURE FD INC COM(UTF)1,288,0941,292,923+4,82927,35930,4744.39%+3,115
ABBVIE INC(ABBV)108,181107,473-70816,76519,5712.82%+2,806
ALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC
COM
4,696,4384,731,875+35,43747,52850,2537.25%+2,725
NUVEEN GLOBAL HIGH INCOME FD SHS3,878,7243,894,779+16,05547,32049,7757.18%+2,455
CALAMOS STRATEGIC TOTAL RETURN FD COM SH B(CSQ)599,321675,910+76,5898,91211,0651.60%+2,153
DOUBLELINE INCOME SOLUTIONS FD(DSL)3,752,1583,780,303+28,14545,92648,0106.92%+2,083
SUPER MICRO COMPUTER INC(SMCI)7502,189+1,4392132,2110.32%+1,998
EATON VANCE TAX ADVANTAGED DIVID INCOME FU
COM
759,087793,699+34,61216,89018,7312.70%+1,842
BLACKROCK CORPORATE HIGH YIELD FD VI INC C(HYT)3,951,8463,989,409+37,56337,26639,0565.63%+1,790
EATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI(ETG)502,079562,262+60,1838,58610,2611.48%+1,676
GLOBAL X FDS MLP ETF
GLBL X MLP ETF
0433,909+433,909020,9233.02%+20,923
ENERGY TRANSFER LP COM UNITS(ET)0837,310+837,310013,1711.90%+13,171
TOAST INC CL A(TOST)050,479+50,47901,2580.18%+1,258
DIAMONDBACK ENERGY INC(FANG)25,95426,151+1974,0255,1820.75%+1,157
NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND(NAD)091,536+91,53601,0490.15%+1,049
NUVEEN INSURED TAX FREE ADVANTAGE094,213+94,21301,0430.15%+1,043
MICROSOFT CORP COM(MSFT)15,67216,442+7705,8936,9171.00%+1,024
ENTERPRISE PRODS PARTNERS L P COM UNIT(EPD)0362,469+362,469010,5771.53%+10,577
AMAZON COM INC(AMZN)19,23219,940+7082,9223,5970.52%+675
GOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT015,022+15,02207560.11%+756
VISA INC COM CL A(V)24,79824,689-1096,4566,8900.99%+434
NICE SYSTEMS LTD(NICE)6,6146,664+501,3201,7370.25%+417
ARES CAP CORP COM(ARCC)1,033,6531,013,450-20,20320,70421,1003.04%+396
FREEPORT-MCMORAN COPPER & GOLD INC CL B(FCX)07,109+7,10903340.05%+334
CHEVRON CORP NEW COM(CVX)40,36340,239-1246,0216,3470.92%+327
PROCTER & GAMBLE CO COM(PG)018,519+18,51903,0050.43%+3,005
KAYNE ANDERSON MLP INVESTMENT COMPANY(KYN)323,948308,137-15,8112,8443,0840.44%+240
O REILLY AUTOMOTIVE INC NEW COM(ORLY)0188+18802120.03%+212
COLGATE PALMOLIVE CO COM(CL)02,356+2,35602120.03%+212
AUTOZONE INC(AZO)067+6702110.03%+211
GE HEALTHCARE TECHNOLOGIES INC(GEHC)02,257+2,25702050.03%+205
META PLATFORMS INC(META)1,1341,13404015510.08%+149
MASTERCARD INC CL A(MA)2,4772,47701,0561,1930.17%+137
BERKSHIRE HATHAWAY INC DEL CL B NEW2,1132,095-187548810.13%+127
APPLIED MATERIALS INC2,8632,864+14645910.09%+127
AMPHENOL CORP NEW CL A7,4217,424+37368560.12%+121
KLA CORP(KLAC)94094005466570.09%+110
CATERPILLAR INC(CAT)1,3491,351+23994950.07%+96
TEKLA HEALTHCARE OPPORTUNITIES FD SHS46,48946,645+1568429380.14%+96
CIGNA CORP(CI)1,6031,572-314805710.08%+91
ALPS ETF TR ALERIAN MLP ETF
ALERIAN MLP
018,920+18,92008980.13%+898
ORACLE CORP COM(ORCL)04,390+4,39005510.08%+551
PBF ENERGY INC CL A(PBF)5,7585,768+102533320.05%+79
CARLYLE GROUP INC COM(CG)11,80311,819+164805540.08%+74
WAL MART STORES INC COM(WMT)09,558+9,55805750.08%+575
QUALCOMM INC(QCOM)2,4942,495+13614220.06%+62
JP MORGAN CHASE & CO COM(JPM)2,3532,304-494004620.07%+61
PHILLIPS 66(PSX)2,0212,02102693300.05%+61
DANAHER CORP COM(DHR)03,319+3,31908290.12%+829
CURTISS WRIGHT CORP(CW)1,7001,70003794350.06%+56
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)2,0442,04403343900.06%+56
CINCINNATI FINANCIAL CORP(CINF)6,2335,610-6236456970.10%+52
ALTRIA GROUP INC(MO)14,19314,299+1065736240.09%+51
PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A0002,8892,9400.42%+51
SPDR S&P 500 ETF TR TR UNIT(SPY)892907+154244740.07%+50
SOUTHWESTERN ENERGY CO42,03242,03202753190.05%+43
RAYTHEON TECHNOLOGIES CORP(RTX)3,5433,499-442983410.05%+43
VERIZON COMMUNICATIONS COM(VZ)10,05210,058+63794220.06%+43
FORD MOTOR CO DEL COM PAR(F)039,296+39,29605220.08%+522
LOWES COMPANY INC(LOW)1,1651,166+12592970.04%+38
BOISE CASCADE CO(BCC)1,5501,55002012380.03%+37
TESLA MTRS INC COM(TSLA)1,0861,739+6532703060.04%+36
CONOCOPHILLIPS COM(COP)03,048+3,04803880.06%+388
INNOVATIVE INDL PPTYS INC(IIPR)27,96727,559-4082,8202,8530.41%+34
WILLIAMS COS INC COM(WMB)7,4157,495+802582920.04%+34
ALPHABET INC CAP STK CL A(GOOG)2,2692,26903173420.05%+26
ISHARES TR CORE S&P U S VALUE ETF3,6263,644+183063300.05%+24
GENERAL DYNAMICS CORP COM(GD)863869+62242450.04%+21
DIGITAL RLTY TR INC COM(DLR)2,2302,23003003210.05%+21
PEPSICO INC COM(PEP)03,381+3,38105920.09%+592
SILICON VLY CA TOBACCO SECURITIZATION AUTH TABACCO SETTLEM CAP APPREC0003263410.05%+15
NORTHROP GRUMMAN CORP NEW(NOC)01,125+1,12505380.08%+538
SOUTHERN CO COM(SO)4,6294,632+33253320.05%+8
PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B0004204280.06%+7
ILLINOIS TOOL WORKS INC(ITW)1,1471,14703013080.04%+7
VANECK VECTORS ETF TR GOLD MINERS ETF
GOLD MINERS ETF
012,245+12,24503870.06%+387
UNITED STATES TREAS NTS 2.000 06/30/24 B/E DTD 06/30/170004924960.07%+4
UNITED STATES TREAS NTS 2.000 05/31/24 B/E DTD 05/31/170003953980.06%+3
TOBACCO SETTLEMENT FING CORP VA RFDG-FIRST SUB-SER C0002242270.03%+3
UNITED STS TREAS NTS 2.500 05/31/24 B/E DTD 05/31/220004594620.07%+3
DEERE & CO(DE)2,2452,192-538989000.13%+3
UNITED STATES TREAS NTS 2.125 07/31/24 B/EDTD 07/31/1700002240.03%+224
UNITED STATES TREAS NTS 2.125 09/30/24 B/E DTD 09/30/170002212230.03%+1
UNITED STATES TREAS NTS 2.250 10/31/24 B/E DTD 10/31/1700002460.04%+246
FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE0001,1721,1720.17%0
CHICAGO ILL O HARE INTL ARPT REV REV REF BDS 2012B 5.000 01/01/31 B0002002000.03%0
UNITED STS TREAS NTS 4.250 09/30/24 B/E DTD 09/30/220004614610.07%0
UNITED STS TREAS NTS 4.375 10/31/24 B/E DTD 10/31/220003213200.05%-0
UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/180004724710.07%-1
FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE-REF0003433420.05%-1
NORTH TEX TWY AUTH REV REF BDS 2015 B 5.000 01/01/45 B/E DTD 09/24/150002532510.04%-2
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