Mwa Asset Management Incresed Positions in Q3 2025

Mwa Asset Management

  • $181 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
877
+ 3.28%
$202.38 - $256.87 $177K - $225K
27.6K $7.04B
Lam Research Corp
941
+ 3.19%
N/A
30.4K $4.08B
URI
United Rentals, Inc.

Industrials
18
+ 0.34%
$774.14 - $975.23 $13.9K - $17.6K
5.31K $5.07B
CAT
Caterpillar Inc

Industrials
54
+ 0.46%
$390.92 - $477.15 $21.1K - $25.8K
11.8K $5.61B
ORCL
Oracle Corp

Technology
2.66K
+ 69.83%
$218.96 - $328.33 $582K - $873K
6.47K $1.82B
ABBV
Abb Vie Inc.

Healthcare
601
+ 3.48%
$184.85 - $231.54 $111K - $139K
17.9K $4.14B
DELL
Dell Technologies Inc.

Technology
931
+ 4.08%
$120.96 - $141.77 $113K - $132K
23.7K $3.36B
CMI
Cummins Inc

Industrials
90
+ 1.98%
$327.85 - $426.39 $29.5K - $38.4K
4.63K $1.95B
HD
Home Depot, Inc.

Consumer Cyclical
228
+ 2.69%
$357.4 - $423.42 $81.5K - $96.5K
8.71K $3.53B
BX
Blackstone Inc.

Financial Services
183
+ 1.06%
$152.77 - $188.68 $28K - $34.5K
17.5K $2.99B
TJX
Tjx Companies Inc

Consumer Cyclical
477
+ 5.3%
$121.35 - $144.54 $57.9K - $68.9K
9.48K $1.37B
BAC
Bank Of America Corp

Financial Services
616
+ 1.31%
$44.92 - $52.42 $27.7K - $32.3K
47.7K $2.46B
WSM
Williams Sonoma Inc

Consumer Cyclical
8
+ 0.16%
$163.62 - $210.2 $1.31K - $1.68K
4.95K $968M
MA
Mastercard Inc

Financial Services
235
+ 10.95%
$550.18 - $598.96 $129K - $141K
2.38K $1.35B
XSW
Spdr S&P Software & Services E

ETFs
560
+ 37.61%
$177.48 - $205.24 $99.4K - $115K
2.05K $405M
PANW
Palo Alto Networks Inc

Technology
627
+ 7.23%
$167.06 - $208.19 $105K - $131K
9.3K $1.89B
AMZN
Amazon Com Inc

Consumer Cyclical
347
+ 1.54%
$211.65 - $238.24 $73.4K - $82.7K
22.8K $5.02B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65
+ 0.3%
$62.09 - $66.51 $4.04K - $4.32K
21.7K $1.42B
IVW
Ishares S&P 500 Growth ETF

ETFs
193
+ 4.29%
$108.97 - $121.65 $21K - $23.5K
4.69K $566M
XLU
Utilities Sector Spdr

ETFs
125
+ 1.42%
$81.14 - $87.32 $10.1K - $10.9K
8.93K $779M
TRV
Travelers Companies, Inc.

Financial Services
34
+ 0.85%
$250.62 - $279.43 $8.52K - $9.5K
4.01K $1.12B
XLC
Select Sector Spdr Tr Communic

ETFs
10
+ 0.27%
$105.99 - $119.41 $1.06K - $1.19K
3.73K $441M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
45
+ 0.52%
$81.75 - $88.12 $3.68K - $3.97K
8.65K $749M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.07%
$132.9 - $142.03 $399 - $426
4.16K $586M
IGV
Ishares Expanded Tech Software

ETFs
45
+ 1.11%
$105.96 - $117.79 $4.77K - $5.3K
4.09K $470M
VPN
Global X Fds Data Ctr Reits &

ETFs
75
+ 0.54%
N/A
14K $287M
PDI
Pimco Dynamic Income Fund

Financial Services
575
+ 3.27%
$18.85 - $20.07 $10.8K - $11.5K
18.2K $360M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
125
+ 4.54%
$82.96 - $95.7 $10.4K - $12K
2.88K $258M
ITW
Illinois Tool Works Inc

Industrials
29
+ 3.32%
$252.31 - $269.41 $7.32K - $7.81K
903 $235M
TT
Trane Technologies PLC

Industrials
98
+ 5.83%
$398.96 - $472.54 $39.1K - $46.3K
1.78K $751M
AMGN
Amgen Inc

Healthcare
7
+ 0.23%
$271.18 - $309.22 $1.9K - $2.16K
3.07K $866M
IBM
International Business Machines Corp

Technology
310
+ 5.0%
$234.77 - $292.47 $72.8K - $90.7K
6.51K $1.84B
WM
Waste Management Inc

Industrials
204
+ 4.17%
$213.88 - $237.1 $43.6K - $48.4K
5.09K $1.12B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.09%
$101.12 - $106.18 $202 - $212
2.31K $238M
PG
Procter & Gamble CO

Consumer Defensive
20
+ 1.29%
$150.47 - $161.22 $3.01K - $3.22K
1.57K $241M
ADP
Automatic Data Processing Inc

Industrials
93
+ 3.56%
$288.69 - $310.94 $26.8K - $28.9K
2.71K $795M
CAH
Cardinal Health Inc

Healthcare
10
+ 0.29%
$146.04 - $167.63 $1.46K - $1.68K
3.45K $541M
GWW
W.W. Grainger, Inc.

Industrials
101
+ 5.71%
$932.44 - $1059.49 $94.2K - $107K
1.87K $1.78B
HON
Honeywell International Inc

Industrials
30
+ 0.83%
$207.7 - $240.4 $6.23K - $7.21K
3.67K $772M
NOW
Service Now, Inc.

Technology
24
+ 1.25%
$850.86 - $1044.69 $20.4K - $25.1K
1.94K $1.79B
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 1.22%
$915.95 - $994.57 $46.7K - $50.7K
4.25K $3.93B
DE
Deere & CO

Industrials
188
+ 2.25%
$457.26 - $524.37 $86K - $98.6K
8.55K $3.91B
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mwa Asset Management Portfolio

Follow Mwa Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mwa Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Mwa Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email