MondegarAI
McGowan Group Asset Management, Inc.

Q1 2025 · 13F-HR

McGowan Group Asset Management, Inc.holdings as filed

Filed 2025-05-15 · accession 0001633227-25-000002

$756.2M
Reported value
124
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
370990228GENERAL MNY MKT FUND$108.8M14.4%108,767,457CommonSOLE
67075G103JGHNUVEEN GLOBAL HIGH INCOME FD SHS$48.5M6.41%3,706,721CommonSOLE
01879R106XAWFXALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INC$40.7M5.38%3,794,866CommonSOLE
258622109DSLDOUBLELINE INCOME SOLUTIONS FD$40.2M5.32%3,190,110CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTURE FD INC COM$33.9M4.48%1,327,275CommonSOLE
09255P107HYTBLACKROCK CORPORATE HIGH YIELD FD VI INC C$31.9M4.22%3,333,319CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$30.5M4.04%256,705CommonSOLE
04010L103ARCCARES CAP CORP COM$25.4M3.35%1,144,321CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P LTD PARTNER INT CL A N$25.2M3.33%1,177,498CommonSOLE
110448107BTIBRITISH AMERN TOB PLC SPONSORED ADR$22.6M2.99%546,454CommonSOLE
27828G107XEVTXEATON VANCE TAX ADVANTAGED DIVID INCOME FU$19.3M2.55%829,188CommonSOLE
88579Y101MMM3M CO COM$18.7M2.47%127,243CommonSOLE
532457108LLYELI LILLY & CO COM$18.0M2.38%21,808CommonSOLE
29273V100ETENERGY TRANSFER LP COM UNITS$15.9M2.10%853,063CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P COM UNIT REPT$15.8M2.08%238,507CommonSOLE
91529Y106UNMUNUM GROUP$15.6M2.06%191,169CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORT$15.1M2.00%299,011CommonSOLE
670657105XNEAXNUVEEN INSURED TAX FREE ADVANTAGE$13.0M1.72%1,163,957CommonSOLE
67066V101NADNUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND$13.0M1.71%1,125,271CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L P COM UNIT$12.6M1.66%368,254CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC COM$12.6M1.66%127,348CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETURN FD COM SH B$12.2M1.61%753,522CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$11.9M1.57%130,031CommonSOLE
27828S101ETGEATON VANCE TAX ADVANTAGED GLO GLOBAL DIVI$11.3M1.49%620,329CommonSOLE
278642103EBAYEBAY INC COM$10.6M1.40%156,012CommonSOLE
92826C839VVISA INC COM CL A$8.7M1.16%24,922CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6.8M0.90%40,777CommonSOLE
594918104MSFTMICROSOFT CORP COM$6.7M0.88%17,763CommonSOLE
888787108TOSTTOAST INC CL A$6.2M0.82%185,978CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS$6.0M0.79%48,147CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$5.0M0.66%32,319CommonSOLE
67071L106NVGNUVEEN MUNICIPAL CREDIT INCOME FUND$4.8M0.64%391,038CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$4.8M0.64%26,749CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$4.5M0.59%27,898CommonSOLE
67070X101NZFNUVEEN DIVIDEND MUNICIPAL FUND$4.5M0.59%364,543CommonSOLE
037833100AAPLAPPLE INC COM$4.5M0.59%20,044CommonSOLE
023135106AMZNAMAZON COM INC$4.1M0.54%21,566CommonSOLE
486606106KYNKAYNE ANDERSON MLP INVESTMENT COMPANY$3.9M0.52%304,905CommonSOLE
73972CAN4PRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT$3.3M0.43%4,925,000CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$2.9M0.38%17,081CommonSOLE
72177MJQ1PIMA CNTY ARIZ INDL DEV AUTH ED REV REV BDS GRIFFIN FOUNDATION 2008 A$2.8M0.38%2,930,000CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.6M0.35%23,547CommonSOLE
88338K103STKSTHE ONE GROUP HOSPITALITY INC COM$2.5M0.33%838,335CommonSOLE
23804L103DDOGDATADOG INC CL A$2.5M0.32%24,742CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$2.5M0.32%14,379CommonSOLE
293594107ENVXENOVIX CORP$2.2M0.29%296,476CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$1.7M0.22%3,185CommonSOLE
16411R208LNGCHENIERE ENERGY INC COM NEW$1.6M0.21%6,841CommonSOLE
74442EAX8PUBLIC FIN AUTH WIS ED REV TRIAD EDUCATION SERVICES INC$1.6M0.21%1,575,000CommonSOLE
307149AM6FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$1.4M0.19%1,725,000CommonSOLE
57636Q104MAMASTERCARD INC CL A$1.4M0.18%2,517CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$1.3M0.17%15,275CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$1.0M0.13%6,390CommonSOLE
244199105DEDEERE & CO$944,8340.12%2,013CommonSOLE
02209S103MOALTRIA GROUP INC$937,1550.12%15,614CommonSOLE
931142103WMTWALMART INC$926,7410.12%10,556CommonSOLE
879105104THQTEKLA HEALTHCARE OPPORTUNITIES FD SHS$896,7700.12%43,448CommonSOLE
20825C104COPCONOCOPHILLIPS COM$797,6680.11%7,595CommonSOLE
00162Q452AMLPALPS ETF TR ALERIAN MLP ETF$791,1830.10%15,233CommonSOLE
67066G104NVDANVIDIA CORP COM$773,4290.10%7,136CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$767,8400.10%4,630CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$732,5450.10%119,113CommonSOLE
345370860FFORD MOTOR CO DEL COM PAR$686,8400.09%68,479CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND CLASS SHS$667,1940.09%2,138CommonSOLE
92343V104VZVERIZON COMMUNICATIONS COM$664,0730.09%14,640CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$654,3400.09%9,976CommonSOLE
020002101ALLALLSTATE CORP COM$640,4680.08%3,093CommonSOLE
482480100KLACKLA CORP$639,0120.08%940CommonSOLE
899062BQ5TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB$610,5530.08%660,000CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP COM$603,2490.08%2,426CommonSOLE
30303M102METAMETA PLATFORMS INC$595,4380.08%1,033CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$559,4160.07%3,787CommonSOLE
66285WXM3NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL$556,0460.07%550,000CommonSOLE
68389X105ORCLORACLE CORP COM$546,4800.07%3,909CommonSOLE
149123101CATCATERPILLAR INC$523,9550.07%1,589CommonSOLE
125523100CICIGNA CORP$521,6660.07%1,586CommonSOLE
14316J108CGCARLYLE GROUP INC COM$486,5800.06%11,163CommonSOLE
9128284Z0UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/18$482,0320.06%485,000CommonSOLE
969457100WMBWILLIAMS COS INC COM$470,8950.06%7,880CommonSOLE
71424F105PRPERMIAN RES CORP CL A$465,6720.06%33,623CommonSOLE
72177MJR9PIMA CNTY ARIZ INDL DEV AUTH ED REV REV BDS GRIFFIN FOUNDATION 2008 B$461,8810.06%475,000CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$459,4690.06%3,469CommonSOLE
842587107SOSOUTHERN CO COM$437,3210.06%4,756CommonSOLE
038222105AMATAPPLIED MATERIALS INC$416,3700.06%2,869CommonSOLE
307149AN4FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014$409,4770.05%540,000CommonSOLE
231561101CWCURTISS WRIGHT CORP$404,5190.05%1,275CommonSOLE
46625H100JPMJP MORGAN CHASE & CO COM$403,9140.05%1,647CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$400,1220.05%764CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM$385,2780.05%3,159CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC CL B$377,6370.05%9,975CommonSOLE
74347G192PROSHARES TRUST ULTRA PRO SHORT QQQ$376,5750.05%9,822CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$375,1630.05%1,365CommonSOLE
747525103QCOMQUALCOMM INC$374,7920.05%2,440CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP NEW$371,2070.05%725CommonSOLE
464287663IUSVISHARES TR CORE S&P U S VALUE ETF$354,1300.05%3,837CommonSOLE
91829B103VOCVOC ENERGY TR TR UNIT$331,6510.04%105,286CommonSOLE
91282CFP1UNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/22$330,0760.04%330,000CommonSOLE
88160R101TSLATESLA MTRS INC COM$327,0600.04%1,262CommonSOLE
82706TAD3SILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO$325,3950.04%3,500,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$319,5370.04%2,230CommonSOLE
836100107SOUNSOUNDHOUND AI INC CL A$305,2880.04%37,597CommonSOLE
713448108PEPPEPSICO INC COM$296,9910.04%1,981CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$289,0290.04%1,165CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$284,7790.04%4,615CommonSOLE
205768302CRKCOMSTOCK RES INC COM$281,6070.04%13,845CommonSOLE
438128308HMCHONDA MTR LTD ADR$277,3740.04%10,224CommonSOLE
053332102AZOAUTOZONE INC$274,5200.04%72CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW COM$269,3250.04%188CommonSOLE
548661107LOWLOWES COMPANY INC$264,5780.03%1,134CommonSOLE
58733R102MELIMERCADOLIBRE INC$259,4660.03%133CommonSOLE
382550101GTGOODYEAR TIRE & RUBBER CO COM$252,8620.03%27,366CommonSOLE
580135101MCDMCDONALDS CORP$252,1130.03%807CommonSOLE
890930100TPZTORTOISE CAP SER TR POWER & ENERGY INFRAST$246,1530.03%11,920CommonSOLE
92189F106GDXVANECK VECTORS ETF TR GOLD MINERS ETF$235,9780.03%5,133CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$235,5770.03%3,472CommonSOLE
718546104PSXPHILLIPS 66$233,7720.03%1,893CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP NEW COM$227,9340.03%241CommonSOLE
72201Y101PDIPIMCO DYNAMIC INCOME FD$225,0670.03%11,367CommonSOLE
682680103OKEONEOK INC NEW COM$224,3350.03%2,261CommonSOLE
88880NAW9TOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C$224,3320.03%830,000CommonSOLE
872540109TJXTJX COS INC NEW$204,1600.03%1,676CommonSOLE
670837103OGEOGE ENERGY CORP$203,4920.03%4,428CommonSOLE
71425H100PVLPERMIANVILLE RTY TR TR UNIT$202,9590.03%129,686CommonSOLE
H1467J104CBCHUBB LTD COM$202,1540.03%669CommonSOLE

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.