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McGowan Group Asset Management, Inc.

Q3 2023 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2023-11-13 · accession 0001633227-23-000004

$633.4M
Reported value
125
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$77.5M12.2%7,750,292CommonSOLE
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$43.0M6.79%4,434,108CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$41.5M6.55%3,625,486CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$41.0M6.48%3,501,893CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$29.2M4.61%3,381,559CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$24.5M3.86%1,249,542CommonSOLE
723787107PXDEURPIONEER NAT RES CO COM$21.8M3.44%95,052CommonSOLE
670100205NVONOVO NORDISK AS ADR$21.0M3.31%230,798CommonSOLE
91529Y106UNMUNUM GROUP$20.8M3.28%421,968CommonSOLE
04010L103ARCCARES CAP CORP COM$20.3M3.21%1,044,158CommonSOLE
37954Y343MLPAGLOBAL X FDS MLP ETF$19.8M3.13%444,169CommonSOLE
92840M102VSTVISTRA CORP$19.0M2.99%571,709CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$17.9M2.83%173,825CommonSOLE
00287Y109ABBVABBVIE INC$16.4M2.59%110,150CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$15.4M2.44%729,208CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW COM$14.1M2.22%294,733CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$12.9M2.03%237,781CommonSOLE
532457108LLYELI LILLY & CO COM$12.0M1.89%22,303CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$11.8M1.86%838,816CommonSOLE
464287457SHYISHARES TR 1-3 YR TREAS BD ETF$10.8M1.70%133,201CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$10.0M1.58%365,989CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$9.3M1.47%124,370CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$7.5M1.19%536,093CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$7.5M1.18%63,363CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$7.1M1.11%458,626CommonSOLE
92826C839VVISA INC COM CL A$5.8M0.91%25,106CommonSOLE
18469P209EMOCLEARBRIDGE ENERGY MLP OPPORTUNITY$4.7M0.75%149,162CommonSOLE
594918104MSFTMICROSOFT CORP COM$4.5M0.70%14,116CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$4.4M0.69%27,642CommonSOLE
184692200CLEARBRIDGE ENERGY MLP FD INC COM$4.3M0.68%121,791CommonSOLE
166764100CVXCHEVRON CORP NEW COM$4.2M0.66%24,854CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.0M0.63%25,700CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC COM$3.6M0.56%257,540CommonSOLE
037833100AAPLAPPLE INC COM$3.3M0.52%19,162CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$3.0M0.47%20,529CommonSOLE
73972CAN4PRAIRIELAND DETENTION CENTER PROJ - PUB FAC CORP TEXAS PROJ REV TAXABLE$3.0M0.47%4,985,000CommonSOLE
48661E108KAYNE ANDERSON NEXTGEN ENERGY & INFRAST$2.8M0.44%393,556CommonSOLE
72177MJQ1PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A$2.8M0.44%3,095,000CommonSOLE
023135106AMZNAMAZON COM INC$2.4M0.38%19,157CommonSOLE
293594107ENVXENOVIX CORP$2.2M0.34%173,243CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$2.2M0.34%28,429CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.8M0.29%10,951CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.7M0.27%14,402CommonSOLE
74442EAX8PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC$1.4M0.23%1,575,000CommonSOLE
912797FV4UNITED STS TREAS BILLS 0.000 12/21/23 B/E DTD 06/22/23$1.2M0.20%1,250,000CommonSOLE
653656108NICENICE SYSTEMS LTD$1.2M0.18%6,783CommonSOLE
307149AM6FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE$1.1M0.18%1,725,000CommonSOLE
012653101ALBALBEMARLE CORP$1.0M0.16%6,049CommonSOLE
57636Q104MAMASTERCARD INC CL A$987,9820.16%2,495CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$983,7550.16%6,316CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$969,7850.15%98,756CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$858,0040.14%6,625CommonSOLE
912797FA0UNITED STS TREAS BILLS 0.000 10/12/23 B/E DTD 04/13/23$848,7590.13%850,000CommonSOLE
244199105DEDEERE & CO$847,0220.13%2,244CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$827,8390.13%19,617CommonSOLE
235851102DHRDANAHER CORP COM$824,6840.13%3,324CommonSOLE
9128285U0UNITED STATES TREAS NTS 2.625 12/31/23 B/E DTD 12/31/18$819,2660.13%825,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND CLASS SHS ISIN$807,4440.13%2,629CommonSOLE
879105104THQTEKLA HEALTHCARE OPPORTUNITIES FD SHS$787,6760.12%46,388CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$740,1840.12%2,113CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$737,4180.12%33,232CommonSOLE
899062BQ5TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$686,9640.11%740,000CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$637,5740.10%6,233CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$634,8740.10%6,858CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$623,0450.10%7,418CommonSOLE
912828B66UNITED STATES TREAS NTS 2.750 02/15/24 B/E DTD 02/15/14$593,9520.09%600,000CommonSOLE
713448108PEPPEPSICO INC COM$572,4840.09%3,379CommonSOLE
02209S103MOALTRIA GROUP INC$563,5410.09%13,402CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$550,2380.09%1,250CommonSOLE
931142103WMTWAL MART STORES INC COM$533,2600.08%3,334CommonSOLE
67079K100SMRNUSCALE PWR CORP$515,8670.08%105,279CommonSOLE
136635109CSIQCANADIAN SOLAR INC$507,0890.08%20,605CommonSOLE
590660106MTRMESA RTY TR UNIT BEN INT$497,5110.08%32,731CommonSOLE
912828XX3UNITED STATES TREAS NTS 2.000 06/30/24 B/E DTD 06/30/17$487,2250.08%500,000CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$486,3300.08%39,157CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$473,0770.07%17,580CommonSOLE
125523100CICIGNA CORP$467,0110.07%1,633CommonSOLE
68389X105ORCLORACLE CORP COM$466,7430.07%4,407CommonSOLE
9128284Z0UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/18$464,3100.07%485,000CommonSOLE
91282CFN6UNITED STS TREAS NTS 4.250 09/30/24 B/E DTD 09/30/22$457,5920.07%463,000CommonSOLE
91282CER8UNITED STS TREAS NTS 2.500 05/31/24 B/E DTD 05/31/22$454,9940.07%464,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$436,2590.07%865CommonSOLE
482480100KLACKLA CORP$431,1400.07%940CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$418,4840.07%6,030CommonSOLE
72177MJR9PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B$400,8330.06%450,000CommonSOLE
038222105AMATAPPLIED MATERIALS INC$396,3290.06%2,863CommonSOLE
912828XT2UNITED STATES TREAS NTS 2.000 05/31/24 B/E DTD 05/31/17$390,8920.06%400,000CommonSOLE
14316J108CGCARLYLE GROUP INC COM$370,9320.06%12,299CommonSOLE
149123101CATCATERPILLAR INC$367,6230.06%1,347CommonSOLE
20825C104COPCONOCOPHILLIPS COM$365,1380.06%3,048CommonSOLE
231561101CWCURTISS WRIGHT CORP$361,9160.06%1,850CommonSOLE
71425H100PVLPERMIANVILLE RTY TR TR UNIT$356,2260.06%140,247CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$344,3750.05%2,375CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$332,8050.05%10,269CommonSOLE
30303M102METAMETA PLATFORMS INC$331,4320.05%1,104CommonSOLE
307149AN4FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE-REF$324,5290.05%540,000CommonSOLE
95790C107GDOWESTERN ASSET GLOBAL CORP DEFINED OPPTNTY$316,0220.05%26,669CommonSOLE
74347G432PROSHARES TRUST ULTRA PRO SHORT QQQ$302,9800.05%14,823CommonSOLE
580135101MCDMCDONALDS CORP$302,7470.05%1,149CommonSOLE
842587107SOSOUTHERN CO COM$299,4810.05%4,627CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$293,7970.05%3,329CommonSOLE
00724F101ADBEADOBE SYS INC COM$293,1930.05%575CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$287,3690.05%2,196CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$286,7730.05%2,044CommonSOLE
654106103NKENIKE INC CLASS B$284,7050.04%2,977CommonSOLE
747525103QCOMQUALCOMM INC$276,8250.04%2,493CommonSOLE
89147X104TORTOISE PWR & ENERGY INFRASTRUCTURE FUND$276,5210.04%20,698CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$267,6380.04%3,587CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$264,2560.04%1,147CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$263,5670.04%4,903CommonSOLE
82706TAD3SILICON VLY CA TOBACCO SECURITIZATION AUTH TABACCO SETTLEM CAP APPREC$263,4100.04%3,500,000CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$258,1320.04%3,587CommonSOLE
88579Y101MMM3M CO COM$257,7730.04%2,753CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$247,7680.04%4,961CommonSOLE
969457100WMBWILLIAMS COS INC COM$247,1000.04%7,335CommonSOLE
9128282N9UNITED STATES TREAS NTS 2.125 07/31/24 B/EDTD 07/31/17$244,1650.04%251,000CommonSOLE
718546104PSXPHILLIPS 66$242,5280.04%2,019CommonSOLE
548661107LOWLOWES COMPANY INC$242,2230.04%1,165CommonSOLE
9128283D0UNITED STATES TREAS NTS 2.250 10/31/24 B/E DTD 10/31/17$241,6800.04%250,000CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO COM$236,8280.04%4,080CommonSOLE
458140100INTCINTEL CORP COM$220,0550.03%6,190CommonSOLE
565849106MRO*MARATHON OIL CORP COM$219,7670.03%8,216CommonSOLE
670837103OGEOGE ENERGY CORP$212,3440.03%6,371CommonSOLE
382550101GTGOODYEAR TIRE & RUBBER CO COM$211,0610.03%16,980CommonSOLE
88160R101TSLATESLA MTRS INC COM$201,1770.03%804CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.