Cwa Asset Management Group, LLC Portfolio Holdings
Cwa Asset Management Group, LLC
- $1.95 Billion
- Q4 2024
Cwa Asset Management Group, LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.95 Billion distributed in 559 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $136M, Apple Inc. with a value of $131M, Microsoft Corp with a value of $81.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $59.9M, and Amazon Com Inc with a value of $55.4M.
Examining the 13F form we can see an increase of $98.6M in the current position value, from $1.85B to 1.95B.
Below you can find more details about Cwa Asset Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.95 Billion
Technology: $551 Million
ETFs: $368 Million
Financial Services: $243 Million
Consumer Cyclical: $161 Million
Healthcare: $111 Million
Industrials: $109 Million
Communication Services: $103 Million
Consumer Defensive: $92 Million
Other: $211 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 559
- Current Value $1.95 Billion
- Prior Value $1.85 Billion
- Filing
- Period Q4 2024
- Filing Date January 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 62 stocks
- Additional Purchases 304 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks