Cwa Asset Management Group, LLC Portfolio Holdings
Cwa Asset Management Group, LLC
- $2.27 Billion
- Q2 2025
Cwa Asset Management Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.27 Billion distributed in 639 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $154M, Apple Inc. with a value of $108M, Microsoft Corp with a value of $98.9M, Amazon Com Inc with a value of $53.8M, and Spdr Bloomberg 1 3 Month T Bil with a value of $53.5M.
Examining the 13F form we can see an increase of $224M in the current position value, from $2.05B to 2.27B.
Below you can find more details about Cwa Asset Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.27 Billion
Technology: $584 Million
ETFs: $485 Million
Financial Services: $275 Million
Consumer Cyclical: $169 Million
Communication Services: $123 Million
Healthcare: $119 Million
Industrials: $117 Million
Consumer Defensive: $113 Million
Other: $287 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 639
- Current Value $2.27 Billion
- Prior Value $2.05 Billion
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 85 stocks
- Additional Purchases 307 stocks
- Sold out of 0 stocks
- Reduced holdings in 206 stocks