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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 24 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 O REALTY INCOME CORP Real Estate 8,816.0 $536K 0.02% NEW $60.79 +1.1%
462 VST VISTRA CORP Utilities 2,733.0 $535K 0.02% NEW $195.92 -30.4%
463 NEM NEWMONT CORP Basic Materials 6,348.0 $535K 0.02% NEW $84.31 +31.0%
464 TGT TARGET CORP Consumer Defensive 5,915.0 $531K 0.02% NEW $89.70 +34.1%
465 VLO VALERO ENERGY CORP Energy 3,103.0 $528K 0.02% NEW $170.27 +45.8%
466 TT TRANE TECHNOLOGIES PLC Industrials 1,187.0 $501K 0.02% NEW $421.96 +10.5%
467 WMB WILLIAMS COS INC Energy 7,839.0 $497K 0.02% NEW $63.35 +21.8%
468 IGIB ISHARES TR 9,112.0 $493K 0.02% NEW $54.09 -2.4%
469 QQQI NEOS ETF TRUST 9,082.0 $492K 0.02% NEW $54.20 +4.2%
470 FCX FREEPORT-MCMORAN INC Basic Materials 12,543.0 $492K 0.02% NEW $39.22 +59.4%
471 XLB SELECT SECTOR SPDR TR 5,485.0 $492K 0.02% NEW $89.62 -44.1%
472 MLM MARTIN MARIETTA MATLS INC Basic Materials 772.0 $487K 0.02% NEW $630.28 -11.4%
473 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 12,719.0 $485K 0.02% NEW $38.12 +18.1%
474 AVLV AMERICAN CENTY ETF TR 6,703.0 $484K 0.02% NEW $72.26 +21.6%
475 SPYI NEOS ETF TRUST 9,260.0 $484K 0.02% NEW $52.30 +2.3%
476 CL COLGATE PALMOLIVE CO Consumer Defensive 6,052.0 $484K 0.02% NEW $79.94 +11.7%
477 UBSI UNITED BANKSHARES INC WEST V Financial Services 12,667.0 $471K 0.02% NEW $37.21 +13.3%
478 IWV ISHARES TR 1,242.0 $471K 0.02% NEW $378.94 +10.3%
479 ECL ECOLAB INC Basic Materials 1,716.0 $470K 0.02% NEW $273.86 -9.3%
480 BK BANK NEW YORK MELLON CORP Financial Services 4,288.0 $467K 0.02% NEW $108.96 +23.9%
Page 24 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%