Mwa Asset Management has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $6.95B, Apple Inc. with a value of $6.73B, Nvidia Corp with a value of $4.97B, Amazon Com Inc with a value of $4.9B, and Meta Platforms, Inc. with a value of $4.53B.
Examining the 13F form we can see an decrease of $27.8M in the current position value, from $150B to 150B.
Mwa Asset Management is based out at Lexington, MA
Below you can find more details about Mwa Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$150 Billion
Technology: $37.1 Billion
ETFs: $28.1 Billion
Industrials: $24.2 Billion
Financial Services: $15.5 Billion
Consumer Cyclical: $12.7 Billion
Communication Services: $12.5 Billion
Healthcare: $8.81 Billion
Consumer Defensive: $6.58 Billion
Other: $3.48 Billion
Stock Holdings Table Market Cap. of $200 Billions or more