Now live: Pro — the full 13F research suite for serious investorsSee pricing →
McGowan Group Asset Management, Inc.

Q4 2023 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2024-02-13 · accession 0001633227-24-000001

$622.5M
Reported value
131
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$47.5M7.63%4,696,438CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$47.3M7.60%3,878,724CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$45.9M7.38%3,752,158CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$37.3M5.99%3,951,846CommonSOLE
370990228GENERAL MNY MKT FUND$32.1M5.15%32,064,538CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$27.4M4.39%1,288,094CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$26.0M4.18%260,330CommonSOLE
670100205NVONOVO NORDISK AS ADR$23.6M3.79%228,324CommonSOLE
92840M102VSTVISTRA CORP$21.8M3.51%567,124CommonSOLE
04010L103ARCCARES CAP CORP COM$20.7M3.33%1,033,653CommonSOLE
37954Y343MLPAGLOBAL X FDS MLP ETF$19.3M3.10%435,634CommonSOLE
91529Y106UNMUNUM GROUP$18.8M3.02%416,047CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$18.6M2.98%170,247CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$16.9M2.71%759,087CommonSOLE
00287Y109ABBVABBVIE INC$16.8M2.69%108,181CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW COM$13.2M2.12%291,867CommonSOLE
532457108LLYELI LILLY & CO COM$13.0M2.08%22,240CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$11.8M1.90%237,465CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$11.6M1.86%841,215CommonSOLE
931427108WFCWALGREEN BOOTS ALLIANCE INC COM$10.9M1.76%419,254CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$9.6M1.55%365,331CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$9.4M1.51%122,867CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$8.9M1.43%599,321CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$8.6M1.38%502,079CommonSOLE
92826C839VVISA INC COM CL A$6.5M1.04%24,798CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.0M0.97%40,363CommonSOLE
594918104MSFTMICROSOFT CORP COM$5.9M0.95%15,672CommonSOLE
88579Y101MMM3M CO COM$4.8M0.78%44,303CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$4.7M0.75%27,555CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.0M0.65%25,954CommonSOLE
037833100AAPLAPPLE INC COM$3.7M0.59%19,124CommonSOLE
73972CAN4PRAIRIELAND DETENTION CENTER PROJ - PUB FAC CORP TEXAS PROJ REV TAXABLE$3.1M0.49%4,985,000CommonSOLE
023135106AMZNAMAZON COM INC$2.9M0.47%19,232CommonSOLE
72177MJQ1PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A$2.9M0.46%3,095,000CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$2.8M0.46%323,948CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$2.8M0.45%27,967CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$2.7M0.44%18,607CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC COM$2.7M0.44%251,470CommonSOLE
293594107ENVXENOVIX CORP$2.4M0.39%192,843CommonSOLE
012653101ALBALBEMARLE CORP$2.3M0.36%15,593CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2.0M0.32%15,186CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.8M0.29%10,597CommonSOLE
74442EAX8PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC$1.6M0.25%1,575,000CommonSOLE
653656108NICENICE SYSTEMS LTD$1.3M0.21%6,614CommonSOLE
307149AM6FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE$1.2M0.19%1,725,000CommonSOLE
57636Q104MAMASTERCARD INC CL A$1.1M0.17%2,477CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$991,6870.16%6,327CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B$922,6020.15%2,629CommonSOLE
244199105DEDEERE & CO$897,7700.14%2,245CommonSOLE
879105104THQTEKLA HEALTHCARE OPPORTUNITIES FD SHS$841,9210.14%46,489CommonSOLE
9128285U0UNITED STATES TREAS NTS 2.625 12/31/23 B/E DTD 12/31/18$825,0000.13%825,000CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$808,3620.13%19,011CommonSOLE
235851102DHRDANAHER CORP COM$768,2070.12%3,321CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$753,6230.12%2,113CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$735,6460.12%7,421CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$724,6000.12%100,639CommonSOLE
899062BQ5TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$688,8660.11%740,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$645,2830.10%6,859CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$644,8660.10%6,233CommonSOLE
912828B66UNITED STATES TREAS NTS 2.750 02/15/24 B/E DTD 02/15/14$598,1100.10%600,000CommonSOLE
713448108PEPPEPSICO INC COM$573,8350.09%3,379CommonSOLE
02209S103MOALTRIA GROUP INC$572,5370.09%14,193CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$571,9900.09%6,111CommonSOLE
66285WXM3NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL$569,0740.09%550,000CommonSOLE
482480100KLACKLA CORP$546,4220.09%940CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$543,7490.09%32,366CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$526,6580.08%1,125CommonSOLE
136635109CSIQCANADIAN SOLAR INC$523,5250.08%19,959CommonSOLE
931142103WMTWAL MART STORES INC COM$502,8640.08%3,190CommonSOLE
912828XX3UNITED STATES TREAS NTS 2.000 06/30/24 B/E DTD 06/30/17$492,2050.08%500,000CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$481,8940.08%39,532CommonSOLE
14316J108CGCARLYLE GROUP INC COM$480,2540.08%11,803CommonSOLE
125523100CICIGNA CORP$479,9770.08%1,603CommonSOLE
9128284Z0UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/18$472,2300.08%485,000CommonSOLE
68389X105ORCLORACLE CORP COM$464,7210.07%4,408CommonSOLE
038222105AMATAPPLIED MATERIALS INC$464,0370.07%2,863CommonSOLE
91282CFN6UNITED STS TREAS NTS 4.250 09/30/24 B/E DTD 09/30/22$460,6290.07%463,000CommonSOLE
91282CER8UNITED STS TREAS NTS 2.500 05/31/24 B/E DTD 05/31/22$458,8170.07%464,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$454,5550.07%863CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$436,7550.07%6,030CommonSOLE
590660106MTRMESA RTY TR UNIT BEN INT$433,3770.07%32,832CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$424,2060.07%892CommonSOLE
72177MJR9PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B$420,0620.07%450,000CommonSOLE
30303M102METAMETA PLATFORMS INC$401,3910.06%1,134CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$400,3260.06%2,353CommonSOLE
149123101CATCATERPILLAR INC$398,8320.06%1,349CommonSOLE
912828XT2UNITED STATES TREAS NTS 2.000 05/31/24 B/E DTD 05/31/17$394,6720.06%400,000CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$383,4470.06%12,365CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$378,9640.06%10,052CommonSOLE
231561101CWCURTISS WRIGHT CORP$378,7430.06%1,700CommonSOLE
747525103QCOMQUALCOMM INC$360,7040.06%2,494CommonSOLE
20825C104COPCONOCOPHILLIPS COM$353,7690.06%3,048CommonSOLE
307149AN4FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE-REF$343,2510.06%540,000CommonSOLE
00724F101ADBEADOBE SYS INC COM$343,0450.06%575CommonSOLE
95790C107GDOWESTERN ASSET GLOBAL CORP DEFINED OPPTNTY$341,3700.05%26,732CommonSOLE
580135101MCDMCDONALDS CORP$341,0770.05%1,150CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$334,2960.05%2,044CommonSOLE
91282CFP1UNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/22$329,4460.05%330,000CommonSOLE
654106103NKENIKE INC CLASS B$328,0320.05%3,021CommonSOLE
82706TAD3SILICON VLY CA TOBACCO SECURITIZATION AUTH TABACCO SETTLEM CAP APPREC$326,0250.05%3,500,000CommonSOLE
842587107SOSOUTHERN CO COM$324,6160.05%4,629CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$323,2920.05%3,332CommonSOLE
91282CFQ9UNITED STS TREAS NTS 4.375 10/31/24 B/E DTD 10/31/22$320,6280.05%322,000CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$316,9570.05%2,269CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$305,7590.05%3,626CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$300,5480.05%1,147CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$300,1130.05%2,230CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$298,1030.05%3,543CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$275,3100.04%42,032CommonSOLE
88160R101TSLATESLA MTRS INC COM$269,8490.04%1,086CommonSOLE
718546104PSXPHILLIPS 66$269,1020.04%2,021CommonSOLE
548661107LOWLOWES COMPANY INC$259,4080.04%1,165CommonSOLE
969457100WMBWILLIAMS COS INC COM$258,2740.04%7,415CommonSOLE
458140100INTCINTEL CORP COM$253,7060.04%5,049CommonSOLE
69318G106PBFPBF ENERGY INC CL A$253,1080.04%5,758CommonSOLE
66285WPR1NORTH TEX TWY AUTH REV REF BDS 2015 B 5.000 01/01/45 B/E DTD 09/24/15$252,8950.04%250,000CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$250,5700.04%5,010CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$248,2160.04%4,913CommonSOLE
9128283D0UNITED STATES TREAS NTS 2.250 10/31/24 B/E DTD 10/31/17$244,6100.04%250,000CommonSOLE
382550101GTGOODYEAR TIRE & RUBBER CO COM$243,1540.04%16,980CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$224,1960.04%863CommonSOLE
88880NAW9TOBACCO SETTLEMENT FING CORP VA RFDG-FIRST SUB-SER C$224,1910.04%830,000CommonSOLE
9128282N9UNITED STATES TREAS NTS 2.125 07/31/24 B/EDTD 07/31/17$222,1870.04%226,000CommonSOLE
9128282Y5UNITED STATES TREAS NTS 2.125 09/30/24 B/E DTD 09/30/17$221,3650.04%226,000CommonSOLE
67079K100SMRNUSCALE PWR CORP$215,5670.03%65,522CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$213,1950.03%750CommonSOLE
71425H100PVLPERMIANVILLE RTY TR TR UNIT$208,5370.03%144,818CommonSOLE
375558103GILDGILEAD SCIENCES INC$203,5770.03%2,513CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO COM$200,9180.03%3,916CommonSOLE
09739D100BCCBOISE CASCADE CO$200,5080.03%1,550CommonSOLE
167593KZ4CHICAGO ILL O HARE INTL ARPT REV REV REF BDS 2012B 5.000 01/01/31 B$200,0260.03%200,000CommonSOLE

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.