0001398344-22-014759.txt : 20220804
0001398344-22-014759.hdr.sgml : 20220804
20220804145107
ACCESSION NUMBER: 0001398344-22-014759
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220804
DATE AS OF CHANGE: 20220804
EFFECTIVENESS DATE: 20220804
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Edgemoor Investment Advisors, Inc.
CENTRAL INDEX KEY: 0001313792
IRS NUMBER: 522202829
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11064
FILM NUMBER: 221136123
BUSINESS ADDRESS:
STREET 1: 7250 WOODMONT AVENUE
STREET 2: SUITE 315
CITY: BETHESDA
STATE: MD
ZIP: 20814
BUSINESS PHONE: 301-543-8881
MAIL ADDRESS:
STREET 1: 7250 WOODMONT AVENUE
STREET 2: SUITE 315
CITY: BETHESDA
STATE: MD
ZIP: 20814
FORMER COMPANY:
FORMER CONFORMED NAME: Edgemoor Capital Management, Inc.
DATE OF NAME CHANGE: 20050107
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001313792
XXXXXXXX
06-30-2022
06-30-2022
false
Edgemoor Investment Advisors, Inc.
7250 WOODMONT AVENUE
SUITE 315
BETHESDA
MD
20814
13F HOLDINGS REPORT
028-11064
N
Paul P. Meehan
Compliance Officer
301-543-8881
/s/ Paul P. Meehan
Bethesda
MD
08-04-2022
0
152
793230
INFORMATION TABLE
2
fp0077869_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
9610
74261
SH
SOLE
74261
0
0
ABBOTT LABS
COM
002824100
328
3018
SH
SOLE
3018
0
0
ABBVIE INC
COM
00287Y109
443
2894
SH
SOLE
2894
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
286
1029
SH
SOLE
1029
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
1376
17671
SH
SOLE
17671
0
0
AES CORP
UNIT 99/99/9999
00130H204
7445
86242
SH
SOLE
86242
0
0
ALPHABET INC
CAP STK CL C
02079K107
30805
14082
SH
SOLE
14082
0
0
ALPHABET INC
CAP STK CL A
02079K305
16414
7532
SH
SOLE
7532
0
0
ALTRIA GROUP INC
COM
02209S103
275
6594
SH
SOLE
6594
0
0
AMAZON COM INC
COM
023135106
15896
149666
SH
SOLE
149666
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
11048
115160
SH
SOLE
115160
0
0
AMGEN INC
COM
031162100
514
2112
SH
SOLE
2112
0
0
APPLE INC
COM
037833100
56455
412923
SH
SOLE
412923
0
0
APPLIED MATLS INC
COM
038222105
15093
165895
SH
SOLE
165895
0
0
ARES CAPITAL CORP
COM
04010L103
12283
685054
SH
SOLE
685054
0
0
AT&T INC
COM
00206R102
4886
233110
SH
SOLE
233110
0
0
ATMOS ENERGY CORP
COM
049560105
3775
33677
SH
SOLE
33677
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
574
2734
SH
SOLE
2734
0
0
BANK NEW YORK MELLON CORP
COM
064058100
781
18718
SH
SOLE
18718
0
0
BCE INC
COM NEW
05534B760
4758
96747
SH
SOLE
96747
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1636
4
SH
SOLE
4
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
46441
170100
SH
SOLE
170100
0
0
BK OF AMERICA CORP
COM
060505104
8979
288446
SH
SOLE
288446
0
0
BLACKROCK CR ALLOCATION INCO
COM
092508100
4103
376765
SH
SOLE
376765
0
0
BLACKROCK INC
COM
09247X101
11247
18466
SH
SOLE
18466
0
0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
255
13330
SH
SOLE
13330
0
0
BLACKSTONE INC
COM
09260D107
13291
145689
SH
SOLE
145689
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
10416
376451
SH
SOLE
376451
0
0
BOSTON BEER INC
CL A
100557107
4303
14202
SH
SOLE
14202
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
1628
21145
SH
SOLE
21145
0
0
BROADCOM INC
COM
11135F101
9387
19322
SH
SOLE
19322
0
0
BROOKFIELD RENEWABLE CORP
CL A SUB VTG
11284V105
551
15470
SH
SOLE
15470
0
0
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
G16258108
1676
48172
SH
SOLE
48172
0
0
CARMAX INC
COM
143130102
929
10270
SH
SOLE
10270
0
0
CENTERPOINT ENERGY INC
COM
15189T107
6677
225739
SH
SOLE
225739
0
0
CHEVRON CORP NEW
COM
166764100
791
5465
SH
SOLE
5465
0
0
CIGNA CORP NEW
COM
125523100
1502
5699
SH
SOLE
5699
0
0
CISCO SYS INC
COM
17275R102
251
5877
SH
SOLE
5877
0
0
CITIGROUP INC
COM NEW
172967424
1278
27785
SH
SOLE
27785
0
0
CLEARBRIDGE MLP AND MIDSTRM
COM
184692200
905
31513
SH
SOLE
31513
0
0
CLEARWAY ENERGY INC
CL A
18539C105
6696
209436
SH
SOLE
209436
0
0
COCA COLA CO
COM
191216100
229
3634
SH
SOLE
3634
0
0
COMPASS MINERALS INTL INC
COM
20451N101
3427
96827
SH
SOLE
96827
0
0
CONOCOPHILLIPS
COM
20825C104
231
2576
SH
SOLE
2576
0
0
CONSOLIDATED EDISON INC
COM
209115104
959
10086
SH
SOLE
10086
0
0
COSTCO WHSL CORP NEW
COM
22160K105
308
643
SH
SOLE
643
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
16462
97769
SH
SOLE
97769
0
0
CSX CORP
COM
126408103
665
22869
SH
SOLE
22869
0
0
CVS HEALTH CORP
COM
126650100
24681
266366
SH
SOLE
266366
0
0
DANAHER CORPORATION
COM
235851102
1803
7110
SH
SOLE
7110
0
0
DEERE & CO
COM
244199105
1947
6503
SH
SOLE
6503
0
0
DIGITAL RLTY TR INC
COM
253868103
4176
32162
SH
SOLE
32162
0
0
DISNEY WALT CO
COM
254687106
6399
67788
SH
SOLE
67788
0
0
DOMINION ENERGY INC
COM
25746U109
10195
127742
SH
SOLE
127742
0
0
DOW INC
COM
260557103
268
5202
SH
SOLE
5202
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
236
2204
SH
SOLE
2204
0
0
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
205
20540
SH
SOLE
20540
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
7558
310147
SH
SOLE
310147
0
0
EQUITY COMWLTH
6.5% CNV PFD D
294628201
2526
96961
SH
SOLE
96961
0
0
EVERGY INC
COM
30034W106
4040
61913
SH
SOLE
61913
0
0
EVERSOURCE ENERGY
COM
30040W108
1639
19398
SH
SOLE
19398
0
0
EXXON MOBIL CORP
COM
30231G102
1030
12022
SH
SOLE
12022
0
0
FIRST TR SR FLTG RATE INCOME
COM
33733U108
8483
849142
SH
SOLE
849142
0
0
FISERV INC
COM
337738108
1112
12495
SH
SOLE
12495
0
0
GENERAL DYNAMICS CORP
COM
369550108
11895
53761
SH
SOLE
53761
0
0
GLOBAL X FDS
RBTCS ARTFL INTE
37954Y715
287
14142
SH
SOLE
14142
0
0
GOLUB CAP BDC INC
COM
38173M102
1437
110843
SH
SOLE
110843
0
0
HANCOCK JOHN PREM DIVID FD
COM SH BEN INT
41013T105
140
10000
SH
SOLE
10000
0
0
HOME DEPOT INC
COM
437076102
317
1155
SH
SOLE
1155
0
0
HONEYWELL INTL INC
COM
438516106
219
1261
SH
SOLE
1261
0
0
IDEXX LABS INC
COM
45168D104
237
675
SH
SOLE
675
0
0
INTEL CORP
COM
458140100
256
6845
SH
SOLE
6845
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
6160
125554
SH
SOLE
125554
0
0
ISHARES TR
CORE S&P500 ETF
464287200
409
1079
SH
SOLE
1079
0
0
ISHARES TR
CORE US AGGBD ET
464287226
460
4520
SH
SOLE
4520
0
0
ISHARES TR
RUS MID CAP ETF
464287499
385
5960
SH
SOLE
5960
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
609
2690
SH
SOLE
2690
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
218
1506
SH
SOLE
1506
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
802
3667
SH
SOLE
3667
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
6623
71669
SH
SOLE
71669
0
0
ISHARES TR
USD INV GRDE ETF
464288620
217
4255
SH
SOLE
4255
0
0
ISHARES TR
ISHS 1-5YR INVS
464288646
245
4850
SH
SOLE
4850
0
0
ISHARES TR
CUR HD EURZN ETF
46434V639
282
9000
SH
SOLE
9000
0
0
ISHARES TR
CORE MSCI PAC
46434V696
764
14690
SH
SOLE
14690
0
0
ISHARES TR
CORE MSCI EURO
46434V738
988
21976
SH
SOLE
21976
0
0
ISHARES TR
BLACKROCK ULTRA
46434V878
13211
264012
SH
SOLE
264012
0
0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
1963
35400
SH
SOLE
35400
0
0
JACOBS ENGR GROUP INC
COM
469814107
3673
28894
SH
SOLE
28894
0
0
JOHNSON & JOHNSON
COM
478160104
2330
13123
SH
SOLE
13123
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
7950
166034
SH
SOLE
166034
0
0
JPMORGAN CHASE & CO
COM
46625H100
597
5299
SH
SOLE
5299
0
0
KAYNE ANDERSON ENERGY INFRST
COM
486606106
949
113263
SH
SOLE
113263
0
0
KELLOGG CO
COM
487836108
275
3860
SH
SOLE
3860
0
0
KINDER MORGAN INC DEL
COM
49456B101
3572
213134
SH
SOLE
213134
0
0
KKR & CO INC
COM
48251W104
255
5500
SH
SOLE
5500
0
0
LENNAR CORP
CL A
526057104
15833
224352
SH
SOLE
224352
0
0
LILLY ELI & CO
COM
532457108
460
1419
SH
SOLE
1419
0
0
LOCKHEED MARTIN CORP
COM
539830109
599
1393
SH
SOLE
1393
0
0
LOWES COS INC
COM
548661107
38922
222831
SH
SOLE
222831
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
2984
62487
SH
SOLE
62487
0
0
MALIBU BOATS INC
COM CL A
56117J100
3971
75344
SH
SOLE
75344
0
0
MARKEL CORP
COM
570535104
231
179
SH
SOLE
179
0
0
MARSH & MCLENNAN COS INC
COM
571748102
1015
6538
SH
SOLE
6538
0
0
MEDTRONIC PLC
SHS
G5960L103
6670
74317
SH
SOLE
74317
0
0
MERCK & CO INC
COM
58933Y105
5413
59372
SH
SOLE
59372
0
0
MICRON TECHNOLOGY INC
COM
595112103
2166
39186
SH
SOLE
39186
0
0
MICROSOFT CORP
COM
594918104
62743
244299
SH
SOLE
244299
0
0
NETSCOUT SYS INC
COM
64115T104
339
10011
SH
SOLE
10011
0
0
NEXTERA ENERGY INC
COM
65339F101
9620
124191
SH
SOLE
124191
0
0
NIKE INC
CL B
654106103
308
3011
SH
SOLE
3011
0
0
NORFOLK SOUTHN CORP
COM
655844108
781
3437
SH
SOLE
3437
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
12123
143411
SH
SOLE
143411
0
0
NUVEEN FLOATING RATE INCOME
COM
67072T108
582
69819
SH
SOLE
69819
0
0
NVIDIA CORPORATION
COM
67066G104
337
2220
SH
SOLE
2220
0
0
ONEOK INC NEW
COM
682680103
521
9380
SH
SOLE
9380
0
0
ORACLE CORP
COM
68389X105
621
8885
SH
SOLE
8885
0
0
ORANGE
SPONSORED ADR
684060106
1759
149425
SH
SOLE
149425
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
356
563
SH
SOLE
563
0
0
ORION OFFICE REIT INC
COM
68629Y103
133
12118
SH
SOLE
12118
0
0
PEMBINA PIPELINE CORP
COM
706327103
3970
112303
SH
SOLE
112303
0
0
PEPSICO INC
COM
713448108
1167
7000
SH
SOLE
7000
0
0
PFIZER INC
COM
717081103
1458
27803
SH
SOLE
27803
0
0
PHILIP MORRIS INTL INC
COM
718172109
302
3061
SH
SOLE
3061
0
0
PNC FINL SVCS GROUP INC
COM
693475105
349
2213
SH
SOLE
2213
0
0
PPL CORP
COM
69351T106
421
15506
SH
SOLE
15506
0
0
PROCTER AND GAMBLE CO
COM
742718109
592
4117
SH
SOLE
4117
0
0
QUALCOMM INC
COM
747525103
215
1681
SH
SOLE
1681
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
387
4023
SH
SOLE
4023
0
0
REALTY INCOME CORP
COM
756109104
9447
138402
SH
SOLE
138402
0
0
RLJ LODGING TR
CUM CONV PFD A
74965L200
2725
105103
SH
SOLE
105103
0
0
SHELL PLC
SPON ADS
780259305
2126
40667
SH
SOLE
40667
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
4222
44476
SH
SOLE
44476
0
0
SOUTHERN CO
COM
842587107
6906
96839
SH
SOLE
96839
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
227
5129
SH
SOLE
5129
0
0
SPLUNK INC
COM
848637104
3435
38836
SH
SOLE
38836
0
0
STANLEY BLACK & DECKER INC
COM
854502101
4618
44040
SH
SOLE
44040
0
0
STARWOOD PPTY TR INC
COM
85571B105
3317
158802
SH
SOLE
158802
0
0
STRYKER CORPORATION
COM
863667101
251
1260
SH
SOLE
1260
0
0
TEXAS INSTRS INC
COM
882508104
271
1766
SH
SOLE
1766
0
0
UNITED RENTALS INC
COM
911363109
19642
80861
SH
SOLE
80861
0
0
VENTAS INC
COM
92276F100
865
16818
SH
SOLE
16818
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
12444
245206
SH
SOLE
245206
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
15507
55031
SH
SOLE
55031
0
0
VISA INC
COM CL A
92826C839
10734
54518
SH
SOLE
54518
0
0
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
4176
268064
SH
SOLE
268064
0
0
WALMART INC
COM
931142103
465
3821
SH
SOLE
3821
0
0
WELLS FARGO CO NEW
PERP PFD CNV A
949746804
4136
3403
SH
SOLE
3403
0
0
WELLTOWER INC
COM
95040Q104
1668
20249
SH
SOLE
20249
0
0
WEYERHAEUSER CO MTN BE
COM NEW
962166104
2216
66896
SH
SOLE
66896
0
0
WILLIAMS SONOMA INC
COM
969904101
11065
99726
SH
SOLE
99726
0
0
XCEL ENERGY INC
COM
98389B100
2877
40663
SH
SOLE
40663
0
0
YUM BRANDS INC
COM
988498101
249
2195
SH
SOLE
2195
0
0