MondegarAI
McGowan Group Asset Management, Inc.

Q2 2024 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2024-08-14 · accession 0001633227-24-000003

$718.2M
Reported value
122
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$68.3M9.51%68,292,308CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$50.8M7.08%3,973,084CommonSOLE
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$50.4M7.02%4,811,078CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$47.6M6.62%3,798,684CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$39.4M5.49%4,068,387CommonSOLE
670100205NVONOVO NORDISK AS ADR$32.6M4.54%228,477CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$29.8M4.16%259,224CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$29.4M4.09%1,306,623CommonSOLE
04010L103ARCCARES CAP CORP COM$21.6M3.00%1,034,889CommonSOLE
91529Y106UNMUNUM GROUP$21.0M2.93%411,466CommonSOLE
72651A207PAGPPLAINS GP HLDGS$21.0M2.92%1,115,994CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$20.8M2.90%168,150CommonSOLE
532457108LLYELI LILLY & CO COM$19.9M2.76%21,928CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$18.9M2.64%812,952CommonSOLE
00287Y109ABBVABBVIE INC$18.5M2.57%107,796CommonSOLE
40434L105HPQHP INC COM$15.6M2.17%445,306CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$13.7M1.91%844,284CommonSOLE
88579Y101MMM3M CO COM$13.2M1.83%128,683CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$11.8M1.64%700,274CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$11.8M1.64%123,758CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$11.7M1.63%237,688CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$10.8M1.51%581,185CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$10.6M1.47%364,822CommonSOLE
278642103EBAYEBAY INC COM$8.5M1.19%158,804CommonSOLE
594918104MSFTMICROSOFT CORP COM$7.5M1.05%16,815CommonSOLE
92826C839VVISA INC COM CL A$6.6M0.92%25,131CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.5M0.90%41,395CommonSOLE
670657105XNEAXNUVEEN INSURED TAX FREE ADVANTAGE$5.9M0.82%515,535CommonSOLE
67066V101NADNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND$5.9M0.82%499,098CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$5.5M0.77%30,240CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$5.5M0.76%27,386CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.1M0.71%26,227CommonSOLE
037833100AAPLAPPLE INC COM$4.4M0.62%21,022CommonSOLE
023135106AMZNAMAZON COM INC$3.8M0.53%19,804CommonSOLE
293594107ENVXENOVIX CORP$3.7M0.51%238,398CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$3.2M0.44%308,097CommonSOLE
73972CAN4PRAIRIELAND DETENTION CENTER PROJ - PUB FAC CORP TEXAS PROJ REV TAXABLE$3.1M0.43%4,985,000CommonSOLE
72177MJQ1PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A$3.1M0.42%3,155,000CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$3.0M0.42%18,450CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$3.0M0.42%27,770CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$1.6M0.23%2,006CommonSOLE
74442EAX8PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC$1.6M0.22%1,600,000CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.6M0.22%15,563CommonSOLE
67071L106NVGNUVEEN MUNICIPAL CREDIT INCOME FUND$1.5M0.21%122,178CommonSOLE
888787108TOSTTOAST INC CL A$1.4M0.20%54,919CommonSOLE
307149AM6FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE$1.2M0.17%1,725,000CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.2M0.16%6,682CommonSOLE
57636Q104MAMASTERCARD INC CL A$1.1M0.15%2,449CommonSOLE
879105104THQTEKLA HEALTHCARE OPPORTUNITIES FD SHS$940,8720.13%46,166CommonSOLE
67070X101NZFNUVEEN DIVIDEND MUNICIPAL FUND$875,7760.12%70,913CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$870,4380.12%18,142CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$853,0600.12%2,097CommonSOLE
235851102DHRDANAHER CORP COM$829,4390.12%3,320CommonSOLE
244199105DEDEERE & CO$814,7270.11%2,181CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B$797,7160.11%2,629CommonSOLE
482480100KLACKLA CORP$775,0390.11%940CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$771,7470.11%5,280CommonSOLE
20825C104COPCONOCOPHILLIPS COM$744,9450.10%6,513CommonSOLE
67066G104NVDANVIDIA CORP COM$709,1370.10%5,740CommonSOLE
038222105AMATAPPLIED MATERIALS INC$675,9020.09%2,864CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$671,4100.09%9,966CommonSOLE
02209S103MOALTRIA GROUP INC$664,8650.09%14,596CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$662,5410.09%5,610CommonSOLE
931142103WMTWAL MART STORES INC COM$654,5240.09%9,667CommonSOLE
899062BQ5TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$648,5150.09%705,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$636,0030.09%6,277CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$590,2190.08%11,719CommonSOLE
30303M102METAMETA PLATFORMS INC$578,8140.08%1,148CommonSOLE
66285WXM3NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL$563,4970.08%550,000CommonSOLE
713448108PEPPEPSICO INC COM$560,2770.08%3,397CommonSOLE
68389X105ORCLORACLE CORP COM$549,4460.08%3,891CommonSOLE
125523100CICIGNA CORP$519,9640.07%1,573CommonSOLE
747525103QCOMQUALCOMM INC$497,1610.07%2,496CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$484,9910.07%100,830CommonSOLE
9128284Z0UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/18$472,4390.07%485,000CommonSOLE
91282CFN6UNITED STS TREAS NTS 4.250 09/30/24 B/E DTD 09/30/22$461,7270.06%463,000CommonSOLE
72177MJR9PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B$459,2210.06%475,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$458,4070.06%900CommonSOLE
35671D857FCXFREEPORT-MCMORAN COPPER & GOLD INC CL B$458,3910.06%9,432CommonSOLE
14316J108CGCARLYLE GROUP INC COM$457,2420.06%11,388CommonSOLE
149123101CATCATERPILLAR INC$453,4720.06%1,361CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$448,9490.06%2,220CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$446,9230.06%35,640CommonSOLE
88160R101TSLATESLA MTRS INC COM$440,0850.06%2,224CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$412,2750.06%9,997CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$409,7530.06%12,076CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$394,6050.05%6,030CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$392,3550.05%900CommonSOLE
231561101CWCURTISS WRIGHT CORP$372,5980.05%1,375CommonSOLE
912828XX3UNITED STATES TREAS NTS 2.000 06/30/24 B/E DTD 06/30/17$370,0000.05%370,000CommonSOLE
842587107SOSOUTHERN CO COM$362,7680.05%4,677CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$353,5100.05%2,044CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$351,6940.05%3,503CommonSOLE
307149AN4FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE-REF$345,4760.05%540,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$339,0720.05%2,230CommonSOLE
82706TAD3SILICON VLY CA TOBACCO SECURITIZATION AUTH TABACCO SETTLEM CAP APPREC$330,8550.05%3,500,000CommonSOLE
91282CFP1UNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/22$326,8950.05%330,000CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$322,6650.04%3,661CommonSOLE
91282CFQ9UNITED STS TREAS NTS 4.375 10/31/24 B/E DTD 10/31/22$320,8920.04%322,000CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$307,8250.04%3,071CommonSOLE
969457100WMBWILLIAMS COS INC COM$305,2150.04%7,182CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$282,8750.04%42,032CommonSOLE
590660106MTRMESA RTY TR UNIT BEN INT$279,1960.04%31,655CommonSOLE
912828YV6UNITED STATES TREAS NTS 1.500 11/30/24 B/E DTD 11/30/19$276,5940.04%281,000CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$273,3080.04%1,153CommonSOLE
00724F101ADBEADOBE SYS INC COM$269,4370.04%485CommonSOLE
718546104PSXPHILLIPS 66$267,2620.04%1,893CommonSOLE
69318G106PBFPBF ENERGY INC CL A$265,9140.04%5,778CommonSOLE
548661107LOWLOWES COMPANY INC$257,0440.04%1,166CommonSOLE
66285WPR1NORTH TEX TWY AUTH REV REF BDS 2015 B 5.000 01/01/45 B/E DTD 09/24/15$250,6150.03%250,000CommonSOLE
9128283D0UNITED STATES TREAS NTS 2.250 10/31/24 B/E DTD 10/31/17$247,4150.03%250,000CommonSOLE
717081103PFEPFIZER INC COM$238,7830.03%8,534CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$234,5150.03%4,936CommonSOLE
88880NAW9TOBACCO SETTLEMENT FING CORP VA RFDG-FIRST SUB-SER C$230,4740.03%830,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO COM$228,6260.03%2,356CommonSOLE
654106103NKENIKE INC CLASS B$227,8590.03%3,023CommonSOLE
9128282N9UNITED STATES TREAS NTS 2.125 07/31/24 B/EDTD 07/31/17$225,3970.03%226,000CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$220,4650.03%760CommonSOLE
92840M102VSTVISTRA CORP$204,8040.03%2,382CommonSOLE
580135101MCDMCDONALDS CORP$204,3060.03%802CommonSOLE
67079K100SMRNUSCALE PWR CORP$204,2590.03%17,473CommonSOLE
167593KZ4CHICAGO ILL O HARE INTL ARPT REV REV REF BDS 2012B 5.000 01/01/31 B$200,0100.03%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.