Cwa Asset Management Group, LLC Portfolio Holdings
Cwa Asset Management Group, LLC
- $2.61 Billion
- Q4 2025
Cwa Asset Management Group, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.61 Billion distributed in 643 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $185M, Apple Inc. with a value of $149M, Microsoft Corp with a value of $104M, Ishares Barclays 1 3 Year Trea with a value of $71.1M, and Spdr Gold Trust with a value of $62.8M.
Examining the 13F form we can see an increase of $28.5M in the current position value, from $2.58B to 2.61B.
Below you can find more details about Cwa Asset Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.61 Billion
Technology: $691 Million
ETFs: $555 Million
Financial Services: $289 Million
Consumer Cyclical: $175 Million
Healthcare: $151 Million
Industrials: $144 Million
Communication Services: $142 Million
Basic Materials: $142 Million
Other: $315 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 643
- Current Value $2.61 Billion
- Prior Value $2.58 Billion
- Filing
- Period Q4 2025
- Filing Date January 07, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 67 stocks
- Additional Purchases 293 stocks
- Sold out of 0 stocks
- Reduced holdings in 243 stocks