Mwa Asset Management Portfolio Holdings

Mwa Asset Management

  • $163 Billion
  • Q2 2025

Mwa Asset Management has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $7.76B, Nvidia Corp with a value of $6.23B, Meta Platforms, Inc. with a value of $5.62B, Apple Inc. with a value of $5.49B, and Microsoft Corp with a value of $5.46B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $144B to 163B.

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 $163 Billion
Technology: $45.8 Billion
Industrials: $28 Billion
ETFs: $28 Billion
Financial Services: $16.4 Billion
Consumer Cyclical: $12.5 Billion
Communication Services: $12.2 Billion
Healthcare: $8.09 Billion
Consumer Defensive: $6.23 Billion
Other: $3.27 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$6.23 Billion 3.81% of portfolio
39,427
Q2 2025 Added 1.67%
$1.78T
$5.62 Billion 3.44% of portfolio
7,611
Q2 2025 Added 0.57%
$3.69T
$5.49 Billion 3.36% of portfolio
26,771
Q2 2025 Added 0.79%
$3.95T
$5.46 Billion 3.34% of portfolio
10,968
Q2 2025 Added 3.57%
$2.26T
$4.94 Billion 3.02% of portfolio
22,501
Q2 2025 Added 2.3%
$218B
$4.55 Billion 2.78% of portfolio
11,708
Q2 2025 Added 3.93%
$439B
$4.15 Billion 2.54% of portfolio
4,194
Q2 2025 Reduced 0.9%
$1.24T
$3.99 Billion 2.44% of portfolio
22,501
Q2 2025 Added 4.01%
$551B
$3.43 Billion 2.1% of portfolio
9,653
Q2 2025 Reduced 0.87%
$351B
$3.21 Billion 1.96% of portfolio
17,285
Q2 2025 Added 1.14%
$405B
$3.11 Billion 1.9% of portfolio
8,484
Q2 2025 Added 2.33%
$859B
$2.91 Billion 1.78% of portfolio
10,039
Q2 2025 Reduced 2.45%
$229B
$2.55 Billion 1.56% of portfolio
17,455
Q2 2025 Reduced 2.06%
$442B
$2.34 Billion 1.43% of portfolio
21,666
Q3 2024 Added 1.52%
$381B
$2.23 Billion 1.36% of portfolio
47,113
Q2 2025 Added 3.53%
$1.27T
$1.87 Billion 1.15% of portfolio
8,268
Q2 2025 Added 5.73%
$210B
$1.83 Billion 1.12% of portfolio
6,204
Q2 2025 Added 4.27%
$548B
$1.21 Billion 0.74% of portfolio
2,146
Q2 2025 Added 1.42%
$232B
$989 Million 0.61% of portfolio
3,628
Q2 2025 Added 0.67%
$222B
$875 Million 0.54% of portfolio
2,994
Q2 2025 Added 0.17%
$684B
$833 Million 0.51% of portfolio
3,809
Q2 2025 Reduced 31.42%
$227B
$738 Million 0.45% of portfolio
2,313
Q2 2025 Reduced 2.69%
$201B
$732 Million 0.45% of portfolio
930
Q2 2025 Reduced 0.85%
$608B
$574 Million 0.35% of portfolio
738
Q2 2025 Added 98.39%
$203B
$531 Million 0.33% of portfolio
6,713
Q2 2025 Reduced 1.83%
$1.21T
$485 Million 0.3% of portfolio
2,751
Q2 2025 Added 10.88%
$203B
$368 Million 0.23% of portfolio
12,718
Q2 2025 Added 4.02%
$368B
$247 Million 0.15% of portfolio
1,549
Q2 2025 Reduced 4.91%
$250B
$224 Million 0.14% of portfolio
1,591
Q2 2025 New
$207B
$213 Million 0.13% of portfolio
1,717
Q2 2025 Reduced 86.45%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $163 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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