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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • 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
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