MondegarAI
McGowan Group Asset Management, Inc.

Q4 2024 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2025-02-14 · accession 0001633227-25-000001

$747.0M
Reported value
124
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$123.5M16.5%123,524,911CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$47.9M6.41%3,729,761CommonSOLE
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$40.9M5.48%3,812,964CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$40.2M5.38%3,198,404CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$32.8M4.39%3,341,796CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$32.1M4.30%1,335,895CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$27.8M3.72%258,194CommonSOLE
04010L103ARCCARES CAP CORP COM$22.8M3.06%1,042,586CommonSOLE
72651A207PAGPPLAINS GP HLDGS$20.8M2.78%1,130,891CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$20.1M2.69%836,447CommonSOLE
532457108LLYELI LILLY & CO COM$16.8M2.25%21,778CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$16.7M2.24%854,579CommonSOLE
88579Y101MMM3M CO COM$16.5M2.21%128,166CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$15.4M2.06%133,736CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$14.2M1.90%127,534CommonSOLE
91529Y106UNMUNUM GROUP$14.0M1.88%192,299CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$13.7M1.84%273,013CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$13.3M1.79%753,506CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$12.7M1.70%239,305CommonSOLE
670657105XNEAXNUVEEN INSURED TAX FREE ADVANTAGE$12.6M1.69%1,119,056CommonSOLE
67066V101NADNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND$12.6M1.69%1,081,837CommonSOLE
58933Y105MRKMERCK & CO INC NEW COM$11.7M1.57%118,102CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$11.5M1.54%366,782CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$11.4M1.53%624,930CommonSOLE
278642103EBAYEBAY INC COM$9.7M1.30%157,080CommonSOLE
92826C839VVISA INC COM CL A$8.1M1.09%25,780CommonSOLE
594918104MSFTMICROSOFT CORP COM$7.4M0.99%17,567CommonSOLE
888787108TOSTTOAST INC CL A$6.8M0.92%187,632CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$6.2M0.83%32,670CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS$6.0M0.81%48,994CommonSOLE
166764100CVXCHEVRON CORP NEW COM$5.8M0.78%40,313CommonSOLE
037833100AAPLAPPLE INC COM$5.2M0.70%20,915CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$5.0M0.67%26,728CommonSOLE
023135106AMZNAMAZON COM INC$4.7M0.62%21,218CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.6M0.62%28,302CommonSOLE
67071L106NVGNUVEEN MUNICIPAL CREDIT INCOME FUND$4.3M0.57%349,365CommonSOLE
67070X101NZFNUVEEN DIVIDEND MUNICIPAL FUND$3.9M0.53%323,328CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$3.9M0.52%306,526CommonSOLE
23804L103DDOGDATADOG INC CL A$3.5M0.47%24,803CommonSOLE
73972CAN4PRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT$3.2M0.43%4,960,000CommonSOLE
293594107ENVXENOVIX CORP$3.2M0.43%293,696CommonSOLE
72177MJQ1PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER A$3.0M0.40%3,030,000CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$2.9M0.38%17,071CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$2.7M0.36%14,652CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY INC COM$2.2M0.30%759,913CommonSOLE
74442EAX8PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC$1.6M0.22%1,600,000CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.4M0.19%6,690CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.4M0.19%3,169CommonSOLE
307149AM6FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$1.4M0.19%1,725,000CommonSOLE
57636Q104MAMASTERCARD INC CL A$1.3M0.17%2,443CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.1M0.15%16,670CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$1.1M0.15%14,933CommonSOLE
931142103WMTWALMART INC$1.0M0.14%11,367CommonSOLE
244199105DEDEERE & CO$917,7440.12%2,166CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$874,1250.12%18,150CommonSOLE
879105104THQTEKLA HEALTHCARE OPPORTUNITIES FD SHS$869,3170.12%46,069CommonSOLE
02209S103MOALTRIA GROUP INC$829,9280.11%15,872CommonSOLE
20825C104COPCONOCOPHILLIPS COM$808,7210.11%8,155CommonSOLE
67066G104NVDANVIDIA CORP COM$806,8600.11%6,008CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$755,7050.10%6,279CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B$752,1870.10%2,138CommonSOLE
836100107SOUNSOUNDHOUND AI INC CL A$745,9240.10%37,597CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$697,0130.09%70,405CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$692,5980.09%9,973CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$670,7920.09%4,638CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$670,0000.09%100,000CommonSOLE
899062BQ5TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$652,4490.09%705,000CommonSOLE
68389X105ORCLORACLE CORP COM$648,7320.09%3,893CommonSOLE
482480100KLACKLA CORP$592,3130.08%940CommonSOLE
30303M102METAMETA PLATFORMS INC$584,1770.08%998CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$578,4940.08%14,466CommonSOLE
149123101CATCATERPILLAR INC$575,6610.08%1,587CommonSOLE
14316J108CGCARLYLE GROUP INC COM$562,8490.08%11,148CommonSOLE
66285WXM3NORTH TEX TWY AUTH REV SYS REF BDS B 5.00 01/01/43 B/E DTD 11/01/17 CL$558,7560.07%550,000CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$544,1920.07%3,787CommonSOLE
020002101ALLALLSTATE CORP COM$539,3590.07%2,798CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$533,3080.07%2,426CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$502,6520.07%105,157CommonSOLE
231561101CWCURTISS WRIGHT CORP$487,9460.07%1,375CommonSOLE
9128284Z0UNITED STATES TREAS NTS 2.75 08/31/25 B/E DTD 08/31/18$480,2420.06%485,000CommonSOLE
72177MJR9PIMA CNTY AZ INDL DEV AUTH EDU REVENUE GRIFFIN FNDTN PROJ SER B$468,1410.06%475,000CommonSOLE
88160R101TSLATESLA MTRS INC COM$468,0510.06%1,159CommonSOLE
038222105AMATAPPLIED MATERIALS INC$466,4880.06%2,868CommonSOLE
125523100CICIGNA CORP$437,6310.06%1,585CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$422,3610.06%900CommonSOLE
969457100WMBWILLIAMS COS INC COM$415,1610.06%7,671CommonSOLE
307149AN4FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$412,2040.06%540,000CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$407,2280.05%1,405CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$406,2490.05%3,511CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$395,4460.05%2,230CommonSOLE
71424F105PRPERMIAN RES CORP CL A$391,4650.05%27,223CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$390,4590.05%1,629CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$385,7370.05%763CommonSOLE
842587107SOSOUTHERN CO COM$385,2800.05%4,680CommonSOLE
747525103QCOMQUALCOMM INC$380,7610.05%2,479CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$353,9130.05%3,822CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC CL B$352,7140.05%9,262CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$331,4410.04%3,076CommonSOLE
91282CFP1UNITED STS TREAS NTS 4.25 10/15/25 B/E DTD 10/15/22$330,0830.04%330,000CommonSOLE
82706TAD3SILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO$325,1500.04%3,500,000CommonSOLE
438128308HMCHONDA MTR LTD ADR$306,2590.04%10,727CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$293,4630.04%4,957CommonSOLE
713448108PEPPEPSICO INC COM$288,8680.04%1,900CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$282,8190.04%1,115CommonSOLE
548661107LOWLOWES COMPANY INC$279,9340.04%1,134CommonSOLE
35909R108ULCCFRONTIER GROUP HLDGS INC COM$277,2900.04%39,000CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$263,9500.04%1,386CommonSOLE
205768302CRKCOMSTOCK RES INC COM$252,2560.03%13,845CommonSOLE
66285WPR1NORTH TEX TWY AUTH REV REF BDS 2015 B 5.00 01/01/45 B/E DTD 09/24/15$250,0000.03%250,000CommonSOLE
382550101GTGOODYEAR TIRE & RUBBER CO COM$246,2940.03%27,366CommonSOLE
74623V103PCTPURECYCLE TECHNOLOGIES INC$240,6500.03%23,478CommonSOLE
890930100TPZTORTOISE PIPELINE AND ENERGY$238,3760.03%11,880CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$235,5860.03%2,367CommonSOLE
580135101MCDMCDONALDS CORP$233,0680.03%804CommonSOLE
88880NAW9TOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C$230,9230.03%830,000CommonSOLE
654106103NKENIKE INC CLASS B$228,9330.03%3,025CommonSOLE
00724F101ADBEADOBE SYS INC COM$223,6740.03%503CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW COM$222,9300.03%188CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$216,8210.03%3,630CommonSOLE
718546104PSXPHILLIPS 66$215,6920.03%1,893CommonSOLE
053332102AZOAUTOZONE INC$214,5340.03%67CommonSOLE
682680103OKEONEOK INC NEW COM$212,4450.03%2,116CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP NEW COM$202,3390.03%221CommonSOLE
92204A702VGTVANGUARD WORLD FDS INFORMATION TECH ETF$201,3660.03%324CommonSOLE

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.