Cwa Asset Management Group, LLC Portfolio Holdings
Cwa Asset Management Group, LLC
- $1.64 Billion
- Q1 2024
Cwa Asset Management Group, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.64 Billion distributed in 533 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $90M, Apple Inc. with a value of $84.9M, Microsoft Corp with a value of $73.7M, Amazon Com Inc with a value of $44.8M, and Berkshire Hathaway Inc Class B with a value of $28.7M.
Examining the 13F form we can see an increase of $176M in the current position value, from $1.46B to 1.64B.
Below you can find more details about Cwa Asset Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.64 Billion
Technology: $438 Million
ETFs: $317 Million
Financial Services: $192 Million
Consumer Cyclical: $126 Million
Industrials: $102 Million
Healthcare: $92.2 Million
Energy: $84.4 Million
Consumer Defensive: $81.4 Million
Other: $204 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 533
- Current Value $1.64 Billion
- Prior Value $1.46 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 148 stocks
- Additional Purchases 229 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks