Cwa Asset Management Group, LLC Portfolio Holdings
Cwa Asset Management Group, LLC
- $2.58 Billion
- Q3 2025
Cwa Asset Management Group, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.58 Billion distributed in 660 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $183M, Apple Inc. with a value of $138M, Microsoft Corp with a value of $106M, Ishares Barclays 1 3 Year Trea with a value of $66.3M, and Spdr Gold Trust with a value of $57.2M.
Examining the 13F form we can see an increase of $304M in the current position value, from $2.27B to 2.58B.
Below you can find more details about Cwa Asset Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.58 Billion
Technology: $673 Million
ETFs: $531 Million
Financial Services: $295 Million
Consumer Cyclical: $189 Million
Communication Services: $149 Million
Industrials: $147 Million
Basic Materials: $131 Million
Healthcare: $127 Million
Other: $335 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 660
- Current Value $2.58 Billion
- Prior Value $2.27 Billion
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 86 stocks
- Additional Purchases 309 stocks
- Sold out of 0 stocks
- Reduced holdings in 228 stocks