MondegarAI
McGowan Group Asset Management, Inc.

Q3 2024 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2024-11-12 · accession 0001633227-24-000004

$759.1M
Reported value
127
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$77.7M10.2%77,746,982CommonSOLE
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$55.0M7.24%4,847,932CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$53.6M7.06%4,004,978CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$46.1M6.07%3,549,944CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$41.4M5.45%4,112,031CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$34.5M4.54%1,323,902CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$30.5M4.02%260,598CommonSOLE
04010L103ARCCARES CAP CORP COM$21.7M2.87%1,038,679CommonSOLE
72651A207PAGPPLAINS GP HLDGS$20.8M2.73%1,122,165CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$20.7M2.73%840,076CommonSOLE
532457108LLYELI LILLY & CO COM$19.3M2.54%21,802CommonSOLE
670100205NVONOVO NORDISK AS ADR$18.9M2.49%158,507CommonSOLE
88579Y101MMM3M CO COM$17.7M2.33%129,430CommonSOLE
91529Y106UNMUNUM GROUP$17.0M2.24%286,685CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$15.8M2.08%133,163CommonSOLE
00287Y109ABBVABBVIE INC$15.0M1.98%76,128CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$13.7M1.80%270,196CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$13.6M1.80%849,933CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$13.6M1.79%125,275CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$13.3M1.76%117,448CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$12.9M1.69%740,740CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$12.1M1.59%622,469CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$11.6M1.53%238,570CommonSOLE
67066V101NADNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND$11.2M1.47%902,217CommonSOLE
670657105XNEAXNUVEEN INSURED TAX FREE ADVANTAGE$11.2M1.47%931,988CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$10.7M1.40%366,093CommonSOLE
278642103EBAYEBAY INC COM$10.3M1.36%158,194CommonSOLE
594918104MSFTMICROSOFT CORP COM$7.4M0.97%17,153CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$7.4M0.97%35,728CommonSOLE
92826C839VVISA INC COM CL A$7.0M0.92%25,514CommonSOLE
166764100CVXCHEVRON CORP NEW COM$5.9M0.78%40,261CommonSOLE
888787108TOSTTOAST INC CL A$5.3M0.69%185,544CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$5.1M0.67%30,888CommonSOLE
037833100AAPLAPPLE INC COM$4.9M0.64%20,992CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.9M0.64%28,287CommonSOLE
023135106AMZNAMAZON COM INC$3.8M0.50%20,169CommonSOLE
67071L106NVGNUVEEN MUNICIPAL CREDIT INCOME FUND$3.7M0.49%276,164CommonSOLE
45781V101IIPRINNOVATIVE INDL PPTYS INC$3.7M0.48%27,320CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$3.4M0.45%308,874CommonSOLE
73972CAN4PRAIRIELAND DETENTION CENTER PROJ - PUB FAC CORP TEXAS PROJ REV TAXABLE$3.2M0.42%4,960,000CommonSOLE
67070X101NZFNUVEEN DIVIDEND MUNICIPAL FUND$3.0M0.40%232,615CommonSOLE
72177MJQ1PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A$3.0M0.39%3,030,000CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$3.0M0.39%17,078CommonSOLE
293594107ENVXENOVIX CORP$2.4M0.32%260,511CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.8M0.24%16,351CommonSOLE
74442EAX8PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC$1.6M0.21%1,600,000CommonSOLE
307149AM6FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE$1.2M0.16%1,725,000CommonSOLE
57636Q104MAMASTERCARD INC CL A$1.2M0.16%2,450CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.2M0.16%6,686CommonSOLE
879105104THQTEKLA HEALTHCARE OPPORTUNITIES FD SHS$1.0M0.13%45,920CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$969,7680.13%2,107CommonSOLE
235851102DHRDANAHER CORP COM$925,8840.12%3,330CommonSOLE
244199105DEDEERE & CO$907,9610.12%2,176CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$896,2440.12%19,956CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$855,2250.11%18,146CommonSOLE
67066G104NVDANVIDIA CORP COM$848,7610.11%6,989CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$840,6780.11%5,187CommonSOLE
931142103WMTWAL MART STORES INC COM$781,3990.10%9,677CommonSOLE
02209S103MOALTRIA GROUP INC$762,8580.10%14,946CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$762,1450.10%6,278CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B$755,8000.10%2,138CommonSOLE
482480100KLACKLA CORP$727,9450.10%940CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$720,9160.09%68,269CommonSOLE
20825C104COPCONOCOPHILLIPS COM$685,6770.09%6,513CommonSOLE
68389X105ORCLORACLE CORP COM$663,2360.09%3,892CommonSOLE
30303M102METAMETA PLATFORMS INC$650,4930.09%1,136CommonSOLE
899062BQ5TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$649,9110.09%705,000CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$649,5500.09%9,967CommonSOLE
038222105AMATAPPLIED MATERIALS INC$579,4260.08%2,868CommonSOLE
66285WXM3NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL$562,1940.07%550,000CommonSOLE
125523100CICIGNA CORP$548,4800.07%1,583CommonSOLE
149123101CATCATERPILLAR INC$533,1790.07%1,363CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$532,2840.07%910CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$515,4860.07%3,787CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$513,0480.07%104,067CommonSOLE
14316J108CGCARLYLE GROUP INC COM$484,1520.06%11,244CommonSOLE
9128284Z0UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/18$479,4080.06%485,000CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$475,2630.06%900CommonSOLE
72177MJR9PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B$467,4140.06%475,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN COPPER & GOLD INC CL B$462,3780.06%9,262CommonSOLE
231561101CWCURTISS WRIGHT CORP$451,9490.06%1,375CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$451,8880.06%2,044CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$424,8950.06%3,507CommonSOLE
747525103QCOMQUALCOMM INC$424,6620.06%2,497CommonSOLE
842587107SOSOUTHERN CO COM$421,8990.06%4,678CommonSOLE
020002101ALLALLSTATE CORP COM$390,4480.05%2,059CommonSOLE
88160R101TSLATESLA MTRS INC COM$390,3520.05%1,492CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$360,8810.05%2,230CommonSOLE
307149AN4FANNIN CNTY TX PUBLIC FAC CORP REVENUE TXBLE-REF$359,4830.05%540,000CommonSOLE
82706TAD3SILICON VLY CA TOBACCO SECURITIZATION AUTH TABACCO SETTLEM CAP APPREC$358,2250.05%3,500,000CommonSOLE
438128308HMCHONDA MTR LTD ADR$356,6770.05%11,241CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$354,3930.05%3,074CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$351,7550.05%3,684CommonSOLE
713448108PEPPEPSICO INC COM$351,2720.05%2,066CommonSOLE
969457100WMBWILLIAMS COS INC COM$347,6890.05%7,616CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$347,4970.05%1,648CommonSOLE
91282CFP1UNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/22$330,9800.04%330,000CommonSOLE
91282CFQ9UNITED STS TREAS NTS 4.375 10/31/24 B/E DTD 10/31/22$321,8450.04%322,000CommonSOLE
548661107LOWLOWES COMPANY INC$307,1730.04%1,134CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$298,8480.04%42,032CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$292,3110.04%1,115CommonSOLE
654106103NKENIKE INC CLASS B$287,3350.04%3,250CommonSOLE
71424F105PRPERMIAN RES CORP CL A$279,6730.04%20,549CommonSOLE
912828YV6UNITED STATES TREAS NTS 1.500 11/30/24 B/E DTD 11/30/19$279,4770.04%281,000CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$267,4240.04%3,630CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$263,3660.03%4,949CommonSOLE
00724F101ADBEADOBE SYS INC COM$256,3010.03%495CommonSOLE
66285WPR1NORTH TEX TWY AUTH REV REF BDS 2015 B 5.000 01/01/45 B/E DTD 09/24/15$251,0580.03%250,000CommonSOLE
9128283D0UNITED STATES TREAS NTS 2.250 10/31/24 B/E DTD 10/31/17$249,4580.03%250,000CommonSOLE
718546104PSXPHILLIPS 66$248,8610.03%1,893CommonSOLE
717081103PFEPFIZER INC COM$247,5200.03%8,553CommonSOLE
580135101MCDMCDONALDS CORP$244,4620.03%803CommonSOLE
382550101GTGOODYEAR TIRE & RUBBER CO COM$242,1890.03%27,366CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$240,2750.03%6,459CommonSOLE
88880NAW9TOBACCO SETTLEMENT FING CORP VA RFDG-FIRST SUB-SER C$233,7360.03%830,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$231,8710.03%113CommonSOLE
194162103CLCOLGATE PALMOLIVE CO COM$230,1470.03%2,217CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$223,0410.03%23,478CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW COM$216,5010.03%188CommonSOLE
89147X104TORTOISE PWR & ENERGY INFRASTRUCTURE FUND$213,9660.03%11,815CommonSOLE
71425H100PVLPERMIANVILLE RTY TR TR UNIT$213,7280.03%131,931CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$211,8310.03%2,257CommonSOLE
053332102AZOAUTOZONE INC$211,0530.03%67CommonSOLE
35909R108ULCCFRONTIER GROUP HLDGS INC COM$208,6500.03%39,000CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$204,4080.03%5,133CommonSOLE
406216101HALHALLIBURTON CO COM$200,6230.03%6,906CommonSOLE
167593KZ4CHICAGO ILL O HARE INTL ARPT REV REV REF BDS 2012B 5.000 01/01/31 B$200,0880.03%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.