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Portfolio (Quarterly) Guide ↗

CWA Asset Management Group, LLC

· CIK 0001667134
13F Portfolio $2.7B AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 660 New
Page 19 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PLYMOUTH INDL REIT INC 43,003.0 $960K 0.04% NEW $22.33
362 RMR RMR GROUP INC Real Estate 60,857.0 $957K 0.04% NEW $15.73 +21.5%
363 VIG VANGUARD SPECIALIZED FUNDS 4,408.0 $951K 0.04% NEW $215.80 +6.8%
364 AON AON PLC Financial Services 2,655.0 $947K 0.04% NEW $356.58 -8.4%
365 CEG CONSTELLATION ENERGY CORP Utilities 2,869.0 $944K 0.04% NEW $329.07 -20.4%
366 AVDE AMERICAN CENTY ETF TR 11,891.0 $938K 0.04% NEW $78.90 +14.2%
367 BLK BLACKROCK INC Financial Services 799.0 $932K 0.03% NEW $1166.17 -7.2%
368 PPL PPL CORP Utilities 24,783.0 $921K 0.03% NEW $37.16 -6.1%
369 APLE APPLE HOSPITALITY REIT INC Real Estate 76,449.0 $918K 0.03% NEW $12.01 +17.3%
370 POR PORTLAND GEN ELEC CO Utilities 20,818.0 $916K 0.03% NEW $44.00 +7.5%
371 SR SPIRE INC Utilities 11,231.0 $916K 0.03% NEW $81.52 +4.8%
372 ENERFLEX LTD 84,454.0 $910K 0.03% NEW $10.78
373 REGN REGENERON PHARMACEUTICALS Healthcare 1,615.0 $908K 0.03% NEW $562.27 +24.2%
374 AMLP ALPS ETF TR 19,218.0 $902K 0.03% NEW $46.93 +16.0%
375 FISV FISERV INC Technology 6,983.0 $900K 0.03% NEW $128.94 -57.1%
376 BKH BLACK HILLS CORP Utilities 14,251.0 $878K 0.03% NEW $61.59 +20.1%
377 EMX RTY CORP 169,114.0 $871K 0.03% NEW $5.15
378 TJX TJX COS INC NEW Consumer Cyclical 6,021.0 $870K 0.03% NEW $144.55 +2.0%
379 APD AIR PRODS & CHEMS INC Basic Materials 3,183.0 $868K 0.03% NEW $272.73 +7.5%
380 EPD ENTERPRISE PRODS PARTNERS L Energy 27,554.0 $862K 0.03% NEW $31.27 +25.5%
Page 19 of 33  ·  660 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 32.2%
Financial Services 16.5%
Consumer Cyclical 9.2%
Industrials 7.0%
Communication Services 6.9%
Basic Materials 6.5%
Healthcare 6.0%
Consumer Defensive 5.8%
Energy 4.9%
Utilities 3.3%