Fund HoldingsMcGowan Group Asset Management, Inc.

Total Portfolio Value
$622.54M
Total Bought
$122.00M
Total Sold
$62.95M
Net Transaction
+$59.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
EXXON MOBIL CORP COM63,363260,330+196,9677,45026,0284.18%+18,578
WALGREEN BOOTS ALLIANCE INC COM0419,254+419,254010,9471.76%+10,947
BLACKROCK CORPORATE HIGH YIELD FD VI INC C(HYT)3,381,5593,951,846+570,28729,18337,2665.99%+8,083
NUVEEN GLOBAL HIGH INCOME FD SHS3,625,4863,878,724+253,23841,47647,3207.60%+5,845
DOUBLELINE INCOME SOLUTIONS FD(DSL)3,501,8933,752,158+250,26541,04245,9267.38%+4,884
3M CO COM(MMM)2,75344,303+41,5502584,8430.78%+4,585
ALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC
COM
04,696,438+4,696,438047,5287.63%+47,528
COHEN & STEERS INFRASTRUCTURE FD INC COM(UTF)01,288,094+1,288,094027,3594.39%+27,359
VISTRA CORP(VST)571,709567,124-4,58518,96921,8463.51%+2,876
KAYNE ANDERSON MLP INVESTMENT COMPANY(KYN)0323,948+323,94802,8440.46%+2,844
NOVO NORDISK AS ADR(NVO)230,798228,324-2,47420,98923,6203.79%+2,631
CHEVRON CORP NEW COM(CVX)24,85440,363+15,5094,1916,0210.97%+1,830
EATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI(ETG)0502,079+502,07908,5861.38%+8,586
EATON VANCE TAX ADVANTAGED DIVID INCOME FU
COM
0759,087+759,087016,8902.71%+16,890
MICROSOFT CORP COM(MSFT)14,11615,672+1,5564,4575,8930.95%+1,436
CALAMOS STRATEGIC TOTAL RETURN FD COM SH B(CSQ)0599,321+599,32108,9121.43%+8,912
ALBEMARLE CORP(ALB)015,593+15,59302,2530.36%+2,253
ELI LILLY & CO COM(LLY)22,30322,240-6311,97912,9642.08%+985
VISA INC COM CL A(V)024,798+24,79806,4561.04%+6,456
INNOVATIVE INDL PPTYS INC(IIPR)28,42927,967-4622,1512,8200.45%+669
MERCK & CO INC NEW COM(MRK)0170,247+170,247018,5602.98%+18,560
NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL00005690.09%+569
AMAZON COM INC(AMZN)019,232+19,23202,9220.47%+2,922
SPDR S&P 500 ETF TR TR UNIT(SPY)0892+89204240.07%+424
APPLE INC COM(AAPL)019,124+19,12403,6820.59%+3,682
ARES CAP CORP COM(ARCC)1,044,1581,033,653-10,50520,33020,7043.33%+374
ABBVIE INC(ABBV)110,150108,181-1,96916,41916,7652.69%+346
UNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/2200003290.05%+329
UNITED STS TREAS NTS 4.375 10/31/24 B/E DTD 10/31/2200003210.05%+321
TEXAS INSTRUMENTS INC(TXN)027,555+27,55504,6970.75%+4,697
DIGITAL RLTY TR INC COM(DLR)02,230+2,23003000.05%+300
ENPHASE ENERGY INC(ENPH)015,186+15,18602,0070.32%+2,007
SOUTHWESTERN ENERGY CO042,032+42,03202750.04%+275
PBF ENERGY INC CL A(PBF)05,758+5,75802530.04%+253
NORTH TEX TWY AUTH REV REF BDS 2015 B 5.000 01/01/45 B/E DTD 09/24/1500002530.04%+253
ENOVIX CORP(ENVX)173,243192,843+19,6002,1742,4140.39%+240
GENERAL DYNAMICS CORP COM(GD)0863+86302240.04%+224
TOBACCO SETTLEMENT FING CORP VA RFDG-FIRST SUB-SER C00002240.04%+224
UNITED STATES TREAS NTS 2.125 09/30/24 B/E DTD 09/30/1700002210.04%+221
SUPER MICRO COMPUTER INC(SMCI)0750+75002130.03%+213
GILEAD SCIENCES INC(GILD)02,513+2,51302040.03%+204
BOISE CASCADE CO(BCC)01,550+1,55002010.03%+201
CHICAGO ILL O HARE INTL ARPT REV REV REF BDS 2012B 5.000 01/01/31 B00002000.03%+200
NICE SYSTEMS LTD(NICE)6,7836,614-1691,1531,3200.21%+166
PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A00002,8890.46%+2,889
PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC00001,5810.25%+1,581
KLA CORP(KLAC)94094004315460.09%+115
ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B
SHS CLASS A
2,6292,62908079230.15%+115
AMPHENOL CORP NEW CL A7,4187,421+36237360.12%+113
CARLYLE GROUP INC COM(CG)12,29911,803-4963714800.08%+109
BWX TECHNOLOGIES INC COM(BWXT)124,370122,867-1,5039,3259,4281.51%+102
QUALCOMM INC(QCOM)2,4932,494+12773610.06%+84
META PLATFORMS INC(META)1,1041,134+303314010.06%+70
TESLA MTRS INC COM(TSLA)8041,086+2822012700.04%+69
MASTERCARD INC CL A(MA)2,4952,477-189881,0560.17%+68
APPLIED MATERIALS INC2,8632,86303964640.07%+68
PRAIRIELAND DETENTION CENTER PROJ - PUB FAC CORP TEXAS PROJ REV TAXABLE00003,0520.49%+3,052
SILICON VLY CA TOBACCO SECURITIZATION AUTH TABACCO SETTLEM CAP APPREC0002633260.05%+63
FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE0001,1141,1720.19%+59
JP MORGAN CHASE & CO COM(JPM)02,353+2,35304000.06%+400
TEKLA HEALTHCARE OPPORTUNITIES FD SHS46,38846,489+1017888420.14%+54
DEERE & CO(DE)2,2442,245+18478980.14%+51
ADOBE SYS INC COM(ADBE)57557502933430.06%+50
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)2,0442,04402873340.05%+48
VERIZON COMMUNICATIONS COM(VZ)10,26910,052-2173333790.06%+46
DIAMONDBACK ENERGY INC(FANG)25,70025,954+2543,9804,0250.65%+44
NIKE INC CLASS B(NKE)2,9773,021+442853280.05%+43
RAYTHEON TECHNOLOGIES CORP(RTX)3,5873,543-442582980.05%+40
MCDONALDS CORP(MCD)1,1491,150+13033410.05%+38
ISHARES TR CORE S&P U S VALUE ETF3,5873,626+392683060.05%+38
ILLINOIS TOOL WORKS INC(ITW)1,1471,14702643010.05%+36
INTEL CORP COM(INTC)6,1905,049-1,1412202540.04%+34
GOODYEAR TIRE & RUBBER CO COM(GT)16,98016,98002112430.04%+32
CATERPILLAR INC(CAT)1,3471,349+23683990.06%+31
ALPHABET INC CAP STK CL A(GOOG)2,1962,269+732873170.05%+30
DUKE ENERGY CORP NEW COM(DUK)3,3293,332+32943230.05%+29
PHILLIPS 66(PSX)2,0192,021+22432690.04%+27
WESTERN ASSET GLOBAL CORP DEFINED OPPTNTY(GDO)26,66926,732+633163410.05%+25
SOUTHERN CO COM(SO)4,6274,629+22993250.05%+25
PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B0004014200.07%+19
FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE-REF0003253430.06%+19
UNITEDHEALTH GROUP INC COM(UNH)865863-24364550.07%+18
MONDELEZ INTL INC CL A(MDLZ)6,0306,03004184370.07%+18
LOWES COMPANY INC(LOW)1,1651,16502422590.04%+17
CURTISS WRIGHT CORP(CW)1,8501,700-1503623790.06%+17
CANADIAN SOLAR INC(CSIQ)20,60519,959-6465075240.08%+16
BERKSHIRE HATHAWAY INC DEL CL B NEW2,1132,11307407540.12%+13
CIGNA CORP(CI)1,6331,603-304674800.08%+13
WILLIAMS COS INC COM(WMB)7,3357,415+802472580.04%+11
PHILIP MORRIS INTL INC COM(PM)6,8586,859+16356450.10%+10
ALTRIA GROUP INC(MO)13,40214,193+7915645730.09%+9
JOHNSON & JOHNSON COM(JNJ)6,3166,327+119849920.16%+8
UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/180004644720.08%+8
CINCINNATI FINANCIAL CORP(CINF)06,233+6,23306450.10%+645
UNITED STATES TREAS NTS 2.625 12/31/23 B/E DTD 12/31/180008198250.13%+6
UNITED STATES TREAS NTS 2.000 06/30/24 B/E DTD 06/30/170004874920.08%+5
UNITED STATES TREAS NTS 2.750 02/15/24 B/E DTD 02/15/140005945980.10%+4
UNITED STS TREAS NTS 2.500 05/31/24 B/E DTD 05/31/220004554590.07%+4
UNITED STATES TREAS NTS 2.000 05/31/24 B/E DTD 05/31/170003913950.06%+4
UNITED STS TREAS NTS 4.250 09/30/24 B/E DTD 09/30/220004584610.07%+3
Page 1 of 1