Fund HoldingsMcGowan Group Asset Management, Inc.

Total Portfolio Value
$747.03M
Total Bought
$89.79M
Total Sold
$89.95M
Net Transaction
-$152.7K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
GENERAL MNY MKT FUND77,746,982123,524,911+45,777,92977,747123,52516.54%+45,778
JAZZ PHARMACEUTICALS(JAZZ)048,994+48,99406,0340.81%+6,034
DATADOG INC CL A(DDOG)024,803+24,80303,5440.47%+3,544
ENERGY TRANSFER LP COM UNITS(ET)0854,579+854,579016,7412.24%+16,741
PALO ALTO NETWORKS INC COM(PANW)014,652+14,65202,6660.36%+2,666
THE ONE GROUP HOSPITALITY INC COM0759,913+759,91302,2040.30%+2,204
TOAST INC CL A(TOST)185,544187,632+2,0885,2536,8390.92%+1,586
NUVEEN INSURED TAX FREE ADVANTAGE931,9881,119,056+187,06811,15612,6231.69%+1,467
NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND(NAD)902,2171,081,837+179,62011,16912,6141.69%+1,445
VISA INC COM CL A(V)25,51425,780+2667,0158,1471.09%+1,132
CHENIERE ENERGY PARTNERS L P COM UNIT REPT(CQP)0239,305+239,305012,7121.70%+12,712
ARES CAP CORP COM(ARCC)1,038,6791,042,586+3,90721,75022,8223.06%+1,072
ALPHABET INC CAP STK CL A(GOOG)032,670+32,67006,1840.83%+6,184
AMAZON COM INC(AMZN)021,218+21,21804,6550.62%+4,655
PALANTIR TECHNOLOGIES INC CL A(PLTR)6,45914,933+8,4742401,1290.15%+889
NUVEEN DIVIDEND MUNICIPAL FUND(NZF)232,615323,328+90,7133,0473,9350.53%+888
ENTERPRISE PRODS PARTNERS L P COM UNIT(EPD)366,093366,782+68910,65711,5021.54%+845
ENOVIX CORP(ENVX)0293,696+293,69603,1920.43%+3,192
SOUNDHOUND AI INC CL A(SOUN)037,597+37,59707460.10%+746
RADIANT LOGISTICS INC0100,000+100,00006700.09%+670
BWX TECHNOLOGIES INC COM(BWXT)125,275127,534+2,25913,61714,2061.90%+589
NUVEEN MUNICIPAL CREDIT INCOME FUND(NVG)276,164349,365+73,2013,6984,2830.57%+585
KAYNE ANDERSON MLP INVESTMENT COMPANY(KYN)308,874306,526-2,3483,3983,8960.52%+498
CALAMOS STRATEGIC TOTAL RETURN FD COM SH B(CSQ)740,740753,506+12,76612,85213,3451.79%+493
UNITED STATES TREAS NTS 2.75 08/31/25 B/E DTD 08/31/1800004800.06%+480
BERKSHIRE HATHAWAY INC DEL CL B NEW2,1073,169+1,0629701,4360.19%+467
VANGUARD TOTAL STOCK MARKET ETF01,405+1,40504070.05%+407
APPLE INC COM(AAPL)20,99220,915-774,8915,2370.70%+346
UNITED STS TREAS NTS 4.25 10/15/25 B/E DTD 10/15/2200003300.04%+330
ALPHABET INC CAP STK CL C(GOOG)01,386+1,38602640.04%+264
COMSTOCK RES INC COM(CRK)013,845+13,84502520.03%+252
WALMART INC(WMT)9,67711,367+1,6907811,0270.14%+246
TORTOISE PIPELINE AND ENERGY011,880+11,88002380.03%+238
CHESAPEAKE ENERGY CORP(EXE)02,367+2,36702360.03%+236
CHENIERE ENERGY INC COM NEW(LNG)6,6866,690+41,2021,4380.19%+235
ONEOK INC NEW COM(OKE)02,116+2,11602120.03%+212
COSTCO WHOLESALE CORP NEW COM(COST)0221+22102020.03%+202
VANGUARD WORLD FDS INFORMATION TECH ETF
INF TECH ETF
0324+32402010.03%+201
FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 20140001,2441,4070.19%+163
ALLSTATE CORP COM(ALL)2,0592,798+7393905390.07%+149
CONOCOPHILLIPS COM(COP)08,155+8,15508090.11%+809
PERMIAN RES CORP CL A(PR)20,54927,223+6,6742803910.05%+112
INTERNATIONAL BUSINESS MACHS CORP COM(IBM)2,0442,426+3824525330.07%+81
CARLYLE GROUP INC COM(CG)11,24411,148-964845630.08%+79
TESLA MTRS INC COM(TSLA)01,159+1,15904680.06%+468
MASTERCARD INC CL A(MA)2,4502,443-71,2101,2860.17%+77
FRONTIER GROUP HLDGS INC COM(ULCC)39,00039,00002092770.04%+69
WILLIAMS COS INC COM(WMB)7,6167,671+553484150.06%+67
ALTRIA GROUP INC(MO)14,94615,872+9267638300.11%+67
FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 20140003594120.06%+53
AMPHENOL CORP NEW CL A9,9679,973+66506930.09%+43
JP MORGAN CHASE & CO COM(JPM)01,629+1,62903900.05%+390
CATERPILLAR INC(CAT)1,3631,587+2245335760.08%+42
CURTISS WRIGHT CORP(CW)1,3751,37504524880.07%+36
DIGITAL RLTY TR INC COM(DLR)2,2302,23003613950.05%+35
CISCO SYSTEMS INC(CSCO)4,9494,957+82632930.04%+30
CINCINNATI FINANCIAL CORP(CINF)03,787+3,78705440.07%+544
PLAINS GP HLDGS(PAGP)01,130,891+1,130,891020,7862.78%+20,786
GOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT270,196273,013+2,81713,68313,7081.84%+25
MICROSOFT CORP COM(MSFT)017,567+17,56707,4050.99%+7,405
ALPS ETF TR ALERIAN MLP ETF
ALERIAN MLP
18,14618,150+48558740.12%+19
PURECYCLE TECHNOLOGIES INC(PCT)23,47823,47802232410.03%+18
PRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT0003,1983,2110.43%+13
DEERE & CO(DE)2,1762,166-109089180.12%+10
O REILLY AUTOMOTIVE INC NEW COM(ORLY)18818802172230.03%+6
PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A00002,9860.40%+2,986
GOODYEAR TIRE & RUBBER CO COM(GT)27,36627,36602422460.03%+4
AUTOZONE INC(AZO)676702112150.03%+3
TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB0006506520.09%+3
ISHARES TR CORE S&P U S VALUE ETF3,6843,822+1383523540.05%+2
PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B0004674680.06%+1
NORTH TEX TWY AUTH REV REF BDS 2015 B 5.00 01/01/45 B/E DTD 09/24/150002512500.03%-1
TOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C0002342310.03%-3
NORTH TEX TWY AUTH REV SYS REF BDS B 5.00 01/01/43 B/E DTD 11/01/17 CL0005625590.07%-3
ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B
SHS CLASS A
2,1382,13807567520.10%-4
PHILIP MORRIS INTL INC COM(PM)6,2786,279+17627560.10%-6
PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC0001,6131,6060.22%-7
ILLINOIS TOOL WORKS INC(ITW)1,1151,11502922830.04%-9
VOC ENERGY TR TR UNIT(VOC)104,067105,157+1,0905135030.07%-10
MCDONALDS CORP(MCD)803804+12442330.03%-11
ORACLE CORP COM(ORCL)3,8923,893+16636490.09%-15
RAYTHEON TECHNOLOGIES CORP(RTX)3,5073,511+44254060.05%-19
DUKE ENERGY CORP NEW COM(DUK)3,0743,076+23543310.04%-23
FORD MOTOR CO DEL COM PAR(F)68,26970,405+2,1367216970.09%-24
LOWES COMPANY INC(LOW)1,1341,13403072800.04%-27
ADOBE SYS INC COM(ADBE)495503+82562240.03%-33
SILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO0003583250.04%-33
PHILLIPS 66(PSX)1,8931,89302492160.03%-33
SOUTHERN CO COM(SO)4,6784,680+24223850.05%-37
NVIDIA CORP COM(NVDA)6,9896,008-9818498070.11%-42
QUALCOMM INC(QCOM)02,479+2,47903810.05%+381
HONDA MTR LTD ADR(HMC)11,24110,727-5143573060.04%-50
MONDELEZ INTL INC CL A(MDLZ)03,630+3,63002170.03%+217
NORTHROP GRUMMAN CORP NEW(NOC)90090004754220.06%-53
NIKE INC CLASS B(NKE)3,2503,025-2252872290.03%-58
PEPSICO INC COM(PEP)01,900+1,90002890.04%+289
META PLATFORMS INC(META)1,136998-1386505840.08%-66
CHEVRON CORP NEW COM(CVX)040,313+40,31305,8390.78%+5,839
PROCTER & GAMBLE CO COM(PG)017,071+17,07102,8620.38%+2,862
FREEPORT-MCMORAN INC CL B(FCX)9,2629,26204623530.05%-110
Page 1 of 1