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