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Portfolio (Quarterly) Guide ↗

CWA Asset Management Group, LLC

· CIK 0001667134
13F Portfolio $2.8B AUM 643 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 68 New 272 Added 236 Reduced 85 Exited
Page 10 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CEG CONSTELLATION ENERGY CORP Utilities 2,999.0 $1.1M 0.04% +130.0 +4.5% $353.27 -24.4%
182 CF CF INDS HLDGS INC Basic Materials 13,658.0 $1.1M 0.04% +388.0 +2.9% $77.34 +61.9%
183 ENIC ENEL CHILE S.A. Utilities 259,274.0 $1.0M 0.04% +42K +19.3% $4.02 +7.7%
184 T AT&T INC Communication Services 41,418.0 $1.0M 0.04% +962.0 +2.4% $24.84 -0.7%
185 PPL PPL CORP Utilities 29,129.0 $1.0M 0.04% +4K +17.5% $35.02 +2.2%
186 GROW U S GLOBAL INVS INC Financial Services 421,390.0 $1.0M 0.04% +168K +66.4% $2.41 +8.7%
187 KLAC KLA CORP Technology 834.0 $1.0M 0.04% +57.0 +7.3% $1214.71 +55.8%
188 SNY SANOFI SA Healthcare 20,464.0 $992K 0.04% +3K +20.5% $48.46 -11.6%
189 EPD ENTERPRISE PRODS PARTNERS L Energy 30,496.0 $978K 0.04% +3K +10.7% $32.06 +22.4%
190 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,504.0 $977K 0.04% +102.0 +3.0% $278.90 -4.8%
191 VIG VANGUARD SPECIALIZED FUNDS 4,435.0 $975K 0.04% +27.0 +0.6% $219.80 +4.4%
192 APLE APPLE HOSPITALITY REIT INC Real Estate 79,502.0 $942K 0.03% +3K +4.0% $11.85 +16.1%
193 AMLP ALPS ETF TR 19,438.0 $914K 0.03% +220.0 +1.1% $47.02 +15.0%
194 COF CAPITAL ONE FINL CORP Financial Services 3,752.0 $909K 0.03% +443.0 +13.4% $242.36 -23.3%
195 VXUS VANGUARD STAR FDS 12,027.0 $907K 0.03% +4K +51.0% $75.44 +10.2%
196 PFE PFIZER INC Healthcare 36,039.0 $897K 0.03% +4K +13.5% $24.90 +3.4%
197 SCHF SCHWAB STRATEGIC TR 36,889.0 $887K 0.03% +3K +10.0% $24.04 +11.1%
198 IAU ISHARES GOLD TR Financial Services 10,890.0 $884K 0.03% +3K +34.3% $81.17 +5.3%
199 SCHA SCHWAB STRATEGIC TR 30,700.0 $874K 0.03% +381.0 +1.3% $28.48 +14.4%
200 MCK MCKESSON CORP Healthcare 1,061.0 $870K 0.03% +171.0 +19.2% $820.30 -8.9%
Page 10 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.6%
Financial Services 17.0%
Consumer Cyclical 8.4%
Healthcare 7.2%
Basic Materials 7.2%
Industrials 7.1%
Communication Services 7.0%
Consumer Defensive 5.1%
Energy 4.2%
Utilities 3.5%