Fund HoldingsMcGowan Group Asset Management, Inc.

Total Portfolio Value
$633.37M
Total Bought
$80.24M
Total Sold
$85.90M
Net Transaction
-$5.66M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
NOVO NORDISK AS ADR(NVO)0230,798+230,798020,9893.31%+20,989
VISTRA CORP(VST)0571,709+571,709018,9692.99%+18,969
ISHARES TR 1-3 YR TREAS BD ETF15,949133,201+117,2521,29310,7851.70%+9,492
GENERAL MNY MKT FUND73,056,7427,750,292-65,306,45073,05777,50012.24%+4,444
EXXON MOBIL CORP COM36,04163,363+27,3223,8657,4501.18%+3,585
PATTERSON-UTI ENERGY INC COM(PTEN)0257,540+257,54003,5640.56%+3,564
CHEVRON CORP NEW COM(CVX)11,53424,854+13,3201,8154,1910.66%+2,376
PIONEER NAT RES CO COM95,17895,052-12619,71921,8193.44%+2,100
CHENIERE ENERGY PARTNERS L P COM UNIT REPT(CQP)237,465237,781+31610,95712,8852.03%+1,929
NUVEEN GLOBAL HIGH INCOME FD SHS3,566,4963,625,486+58,99039,83841,4766.55%+1,638
ABBVIE INC(ABBV)110,670110,150-52014,91116,4192.59%+1,508
ELI LILLY & CO COM(LLY)22,41222,303-10910,51111,9791.89%+1,469
ENERGY TRANSFER LP COM UNITS(ET)835,875838,816+2,94110,61611,7691.86%+1,153
MICROSOFT CORP COM(MSFT)10,25914,116+3,8573,4944,4570.70%+963
ARES CAP CORP COM(ARCC)1,043,8211,044,158+33719,61320,3303.21%+716
DIAMONDBACK ENERGY INC(FANG)25,45025,700+2503,3433,9800.63%+637
GLOBAL X FDS MLP ETF
GLBL X MLP ETF
447,498444,169-3,32919,21119,8053.13%+594
UNUM GROUP(UNM)424,912421,968-2,94420,26820,7573.28%+488
BWX TECHNOLOGIES INC COM(BWXT)123,569124,370+8018,8449,3251.47%+481
UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/1800004640.07%+464
UNITED STS TREAS NTS 4.250 09/30/24 B/E DTD 09/30/2200004580.07%+458
ENTERPRISE PRODS PARTNERS L P COM UNIT(EPD)365,510365,989+4799,63110,0171.58%+386
PROSHARES TRUST ULTRA PRO SHORT QQQ014,823+14,82303030.05%+303
ALPHABET INC CAP STK CL A(GOOG)02,196+2,19602870.05%+287
PROCTER & GAMBLE CO COM(PG)17,93820,529+2,5912,7222,9940.47%+272
CANADIAN SOLAR INC(CSIQ)020,605+20,60505070.08%+507
DOUBLELINE INCOME SOLUTIONS FD(DSL)3,424,3323,501,893+77,56140,78441,0426.48%+258
GOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT04,961+4,96102480.04%+248
PHILLIPS 66(PSX)02,019+2,01902430.04%+243
MARATHON OIL CORP COM08,216+8,21602200.03%+220
NICE SYSTEMS LTD(NICE)4,5426,783+2,2419381,1530.18%+215
TESLA MTRS INC COM(TSLA)0804+80402010.03%+201
VOC ENERGY TR TR UNIT(VOC)98,01898,756+7387769700.15%+193
CHENIERE ENERGY INC COM NEW(LNG)10,66410,951+2871,6251,8170.29%+193
VERIZON COMMUNICATIONS COM(VZ)010,269+10,26903330.05%+333
UNITEDHEALTH GROUP INC COM(UNH)0865+86504360.07%+436
JOHNSON & JOHNSON COM(JNJ)5,6256,316+6919319840.16%+53
CONOCOPHILLIPS COM(COP)03,048+3,04803650.06%+365
ALPS ETF TR ALERIAN MLP ETF
ALERIAN MLP
19,86919,617-2527798280.13%+49
INNOVATIVE INDL PPTYS INC(IIPR)28,89028,429-4612,1092,1510.34%+42
MASTERCARD INC CL A(MA)2,4362,495+599589880.16%+30
ADOBE SYS INC COM(ADBE)0575+57502930.05%+293
UNITED STATES TREAS NTS 2.125 07/31/24 B/EDTD 07/31/1700002440.04%+244
CURTISS WRIGHT CORP(CW)01,850+1,85003620.06%+362
BERKSHIRE HATHAWAY INC DEL CL B NEW2,1182,113-57227400.12%+18
UNITED STS TREAS BILLS 0.000 12/21/23 B/E DTD 06/22/230001,2191,2350.20%+16
KAYNE ANDERSON NEXTGEN ENERGY & INFRAST392,510393,556+1,0462,7872,8020.44%+15
META PLATFORMS INC(META)01,104+1,10403310.05%+331
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)02,044+2,04402870.05%+287
CATERPILLAR INC(CAT)01,347+1,34703680.06%+368
CISCO SYSTEMS INC(CSCO)04,903+4,90302640.04%+264
WILLIAMS COS INC COM(WMB)07,335+7,33502470.04%+247
INTEL CORP COM(INTC)06,190+6,19002200.03%+220
DANAHER CORP COM(DHR)3,3973,324-738158250.13%+9
TORTOISE PWR & ENERGY INFRASTRUCTURE FUND020,698+20,69802770.04%+277
PERMIANVILLE RTY TR TR UNIT0140,247+140,24703560.06%+356
UNITED STATES TREAS NTS 2.625 12/31/23 B/E DTD 12/31/180008148190.13%+5
CIGNA CORP(CI)1,6471,633-144624670.07%+5
UNITED STATES TREAS NTS 2.750 02/15/24 B/E DTD 02/15/140005905940.09%+4
UNITED STATES TREAS NTS 2.000 06/30/24 B/E DTD 06/30/170004834870.08%+4
UNITED STS TREAS NTS 2.500 05/31/24 B/E DTD 05/31/220004524550.07%+3
UNITED STATES TREAS NTS 2.000 05/31/24 B/E DTD 05/31/170003883910.06%+3
TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB0006856870.11%+2
UNITED STATES TREAS NTS 2.250 10/31/24 B/E DTD 10/31/1700002420.04%+242
WAL MART STORES INC COM(WMT)3,4323,334-985395330.08%-6
AMPHENOL CORP NEW CL A7,4157,418+36306230.10%-7
UNITED STS TREAS BILLS 0.000 10/12/23 B/E DTD 04/13/230008578490.13%-9
ISHARES TR CORE S&P U S VALUE ETF03,587+3,58702680.04%+268
OGE ENERGY CORP(OGE)06,371+6,37102120.03%+212
DUKE ENERGY CORP NEW COM(DUK)03,329+3,32902940.05%+294
FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE-REF00003250.05%+325
PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B0004164010.06%-15
ARRAY TECHNOLOGIES INC33,38133,232-1497547370.12%-17
APPLIED MATERIALS INC2,8622,863+14143960.06%-17
SOUTHERN CO COM(SO)04,627+4,62702990.05%+299
NORTHROP GRUMMAN CORP NEW(NOC)1,2501,25005705500.09%-20
QUALCOMM INC(QCOM)02,493+2,49302770.04%+277
GOODYEAR TIRE & RUBBER CO COM(GT)016,980+16,98002110.03%+211
MONDELEZ INTL INC CL A(MDLZ)6,0306,03004404180.07%-21
KLA CORP(KLAC)94094004564310.07%-25
ENOVIX CORP(ENVX)122,439173,243+50,8042,2092,1740.34%-35
SILICON VLY CA TOBACCO SECURITIZATION AUTH TABACCO SETTLEM CAP APPREC00002630.04%+263
ACCENTURE PLC IRELAND CLASS SHS ISIN
SHS CLASS A
2,7322,629-1038438070.13%-36
CARLYLE GROUP INC COM(CG)12,80412,299-5054093710.06%-38
LOWES COMPANY INC(LOW)01,165+1,16502420.04%+242
WESTERN ASSET GLOBAL CORP DEFINED OPPTNTY(GDO)29,20526,669-2,5363613160.05%-45
NIKE INC CLASS B(NKE)02,977+2,97702850.04%+285
PEPSICO INC COM(PEP)3,3763,379+36255720.09%-53
VANECK VECTORS ETF TR GOLD MINERS ETF
GOLD MINERS ETF
17,58017,58005294730.07%-56
ORACLE CORP COM(ORCL)4,4054,407+25254670.07%-58
ALTRIA GROUP INC(MO)13,73013,402-3286225640.09%-58
PHILIP MORRIS INTL INC COM(PM)7,1336,858-2756966350.10%-61
DEERE & CO(DE)2,2442,24409098470.13%-62
FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE0001,1761,1140.18%-63
MCDONALDS CORP(MCD)1,2511,149-1023733030.05%-71
RAYTHEON TECHNOLOGIES CORP(RTX)03,587+3,58702580.04%+258
BLACKROCK CORPORATE HIGH YIELD FD VI INC C(HYT)3,281,8963,381,559+99,66329,27529,1834.61%-92
TEKLA HEALTHCARE OPPORTUNITIES FD SHS46,25546,388+1338827880.12%-94
ILLINOIS TOOL WORKS INC(ITW)1,4571,147-3103652640.04%-100
3M CO COM(MMM)3,6332,753-8803642580.04%-106
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