Fund HoldingsMcGowan Group Asset Management, Inc.

Total Portfolio Value
$756.21M
Total Bought
$60.62M
Total Sold
$69.31M
Net Transaction
-$8.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BRITISH AMERN TOB PLC SPONSORED ADR(BTI)0546,454+546,454022,6072.99%+22,607
GOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT0299,011+299,011015,1122.00%+15,112
PLAINS GP HLDGS L P LTD PARTNER INT CL A N(PAGP)1,130,8911,177,498+46,60720,78625,1513.33%+4,366
CHENIERE ENERGY PARTNERS L P COM UNIT REPT(CQP)239,305238,507-79812,71215,7512.08%+3,039
EXXON MOBIL CORP COM0256,705+256,705030,5304.04%+30,530
ARES CAP CORP COM(ARCC)1,042,5861,144,321+101,73522,82225,3583.35%+2,536
EXPAND ENERGY CORPORATION(EXE)2,36723,547+21,1802362,6210.35%+2,386
3M CO COM(MMM)0127,243+127,243018,6872.47%+18,687
COHEN & STEERS INFRASTRUCTURE FD INC COM(UTF)01,327,275+1,327,275033,9124.48%+33,912
UNUM GROUP(UNM)0191,169+191,169015,5732.06%+15,573
ELI LILLY & CO COM(LLY)021,808+21,808018,0122.38%+18,012
ENTERPRISE PRODS PARTNERS L P COM UNIT(EPD)366,782368,254+1,47211,50212,5721.66%+1,070
CHEVRON CORP NEW COM(CVX)40,31340,777+4645,8396,8220.90%+983
EBAY INC COM(EBAY)0156,012+156,012010,5671.40%+10,567
NUVEEN GLOBAL HIGH INCOME FD SHS03,706,721+3,706,721048,4846.41%+48,484
VISA INC COM CL A(V)25,78024,922-8588,1478,7341.16%+587
NUVEEN MUNICIPAL CREDIT INCOME FUND(NVG)349,365391,038+41,6734,2834,8410.64%+558
NUVEEN DIVIDEND MUNICIPAL FUND(NZF)323,328364,543+41,2153,9354,4580.59%+523
NUVEEN INSURED TAX FREE ADVANTAGE1,119,0561,163,957+44,90112,62313,0361.72%+413
PROSHARES TRUST ULTRA PRO SHORT QQQ09,822+9,82203770.05%+377
NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND(NAD)1,081,8371,125,271+43,43412,61412,9631.71%+349
THE ONE GROUP HOSPITALITY INC COM759,913838,335+78,4222,2042,5070.33%+303
BERKSHIRE HATHAWAY INC DEL CL B NEW3,1693,185+161,4361,6960.22%+260
MERCADOLIBRE INC(MELI)0133+13302590.03%+259
PHILIP MORRIS INTL INC COM(PM)6,2796,390+1117561,0140.13%+259
TORTOISE CAP SER TR POWER & ENERGY INFRAST011,920+11,92002460.03%+246
VANECK VECTORS ETF TR GOLD MINERS ETF
GOLD MINERS ETF
05,133+5,13302360.03%+236
PIMCO DYNAMIC INCOME FD(PDI)011,367+11,36702250.03%+225
TJX COS INC NEW(TJX)01,676+1,67602040.03%+204
OGE ENERGY CORP(OGE)04,428+4,42802030.03%+203
PERMIANVILLE RTY TR TR UNIT0129,686+129,68602030.03%+203
CHUBB LTD COM
COM
0669+66902020.03%+202
PALANTIR TECHNOLOGIES INC CL A(PLTR)14,93315,275+3421,1291,2890.17%+160
CHENIERE ENERGY INC COM NEW(LNG)6,6906,841+1511,4381,5830.21%+145
ALTRIA GROUP INC(MO)15,87215,614-2588309370.12%+107
ALLSTATE CORP COM(ALL)2,7983,093+2955396400.08%+101
JOHNSON & JOHNSON COM(JNJ)04,630+4,63007680.10%+768
MASTERCARD INC CL A(MA)2,4432,517+741,2861,3800.18%+93
VERIZON COMMUNICATIONS COM(VZ)014,640+14,64006640.09%+664
CIGNA CORP(CI)01,586+1,58605220.07%+522
PERMIAN RES CORP CL A(PR)27,22333,623+6,4003914660.06%+74
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)2,4262,42605336030.08%+70
PRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT0003,2113,2790.43%+68
RADIANT LOGISTICS INC100,000119,113+19,1136707330.10%+63
AUTOZONE INC(AZO)6772+52152750.04%+60
WILLIAMS COS INC COM(WMB)7,6717,880+2094154710.06%+56
DUKE ENERGY CORP NEW COM(DUK)3,0763,159+833313850.05%+54
RAYTHEON TECHNOLOGIES CORP(RTX)3,5113,469-424064590.06%+53
SOUTHERN CO COM(SO)4,6804,756+763854370.06%+52
PROCTER & GAMBLE CO COM(PG)17,07117,081+102,8622,9110.38%+49
KLA CORP(KLAC)0940+94006390.08%+639
O REILLY AUTOMOTIVE INC NEW COM(ORLY)18818802232690.04%+46
COMSTOCK RES INC COM(CRK)13,84513,84502522820.04%+29
FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 20140001,4071,4350.19%+28
TEKLA HEALTHCARE OPPORTUNITIES FD SHS043,448+43,44808970.12%+897
DEERE & CO(DE)2,1662,013-1539189450.12%+27
COSTCO WHOLESALE CORP NEW COM(COST)221241+202022280.03%+26
FREEPORT-MCMORAN INC CL B(FCX)9,2629,975+7133533780.05%+25
DOUBLELINE INCOME SOLUTIONS FD(DSL)03,190,110+3,190,110040,2275.32%+40,227
MCDONALDS CORP(MCD)804807+32332520.03%+19
MONDELEZ INTL INC CL A(MDLZ)3,6303,472-1582172360.03%+19
PHILLIPS 66(PSX)1,8931,89302162340.03%+18
KAYNE ANDERSON MLP INVESTMENT COMPANY(KYN)306,526304,905-1,6213,8963,9120.52%+16
CINCINNATI FINANCIAL CORP(CINF)3,7873,78705445590.07%+15
UNITEDHEALTH GROUP INC COM(UNH)0764+76404000.05%+400
JP MORGAN CHASE & CO COM(JPM)1,6291,647+183904040.05%+13
ONEOK INC NEW COM(OKE)2,1162,261+1452122240.03%+12
META PLATFORMS INC(META)9981,033+355845950.08%+11
PEPSICO INC COM(PEP)1,9001,981+812892970.04%+8
GOODYEAR TIRE & RUBBER CO COM(GT)27,36627,36602462530.03%+7
ILLINOIS TOOL WORKS INC(ITW)1,1151,165+502832890.04%+6
UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/180004804820.06%+2
SILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO0003253250.04%0
ISHARES TR CORE S&P U S VALUE ETF3,8223,837+153543540.05%0
UNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/220003303300.04%-0
NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL0005595560.07%-3
FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 20140004124090.05%-3
QUALCOMM INC(QCOM)2,4792,440-393813750.05%-6
PIMA CNTY ARIZ INDL DEV AUTH ED REV REV BDS GRIFFIN FOUNDATION 2008 B0004684620.06%-6
TOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C0002312240.03%-7
CISCO SYSTEMS INC(CSCO)4,9574,615-3422932850.04%-9
FORD MOTOR CO DEL COM PAR(F)70,40568,479-1,9266976870.09%-10
CONOCOPHILLIPS COM(COP)8,1557,595-5608097980.11%-11
LOWES COMPANY INC(LOW)1,1341,13402802650.03%-15
HONDA MTR LTD ADR(HMC)10,72710,224-5033062770.04%-29
PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC0001,6061,5770.21%-30
VANGUARD TOTAL STOCK MARKET ETF1,4051,365-404073750.05%-32
NVIDIA CORP COM(NVDA)6,0087,136+1,1288077730.10%-33
AMPHENOL CORP NEW CL A9,9739,976+36936540.09%-38
TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB0006526110.08%-42
APPLIED MATERIALS INC02,869+2,86904160.06%+416
NORTHROP GRUMMAN CORP NEW(NOC)900725-1754223710.05%-51
CATERPILLAR INC(CAT)1,5871,589+25765240.07%-52
JAZZ PHARMACEUTICALS(JAZZ)48,99448,147-8476,0345,9770.79%-56
DIGITAL RLTY TR INC COM(DLR)2,2302,23003953200.04%-76
CARLYLE GROUP INC COM(CG)11,14811,163+155634870.06%-76
ALPS ETF TR ALERIAN MLP ETF
ALERIAN MLP
18,15015,233-2,9178747910.10%-83
CURTISS WRIGHT CORP(CW)1,3751,275-1004884050.05%-83
ACCENTURE PLC IRELAND CLASS SHS
SHS CLASS A
2,1382,13807526670.09%-85
EATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI(ETG)0620,329+620,329011,3021.49%+11,302
Page 1 of 1