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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 27 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FPE FIRST TR EXCH TRADED FD III 20,998.0 $383K 0.01% NEW $18.24 -1.2%
522 F FORD MTR CO Consumer Cyclical 31,997.0 $383K 0.01% NEW $11.96 +11.9%
523 JEPI J P MORGAN EXCHANGE TRADED F 6,700.0 $383K 0.01% NEW $57.10 -2.3%
524 NWBI NORTHWEST BANCSHARES INC MD Financial Services 30,708.0 $380K 0.01% NEW $12.39 +9.4%
525 VUSB VANGUARD BD INDEX FDS 7,600.0 $380K 0.01% NEW $49.99 -0.5%
526 VOE VANGUARD INDEX FDS 2,162.0 $377K 0.01% NEW $174.57 +9.2%
527 SUB ISHARES TR 3,431.0 $366K 0.01% NEW $106.78 -0.6%
528 DKNG DRAFTKINGS INC NEW Consumer Cyclical 9,783.0 $366K 0.01% NEW $37.40 -33.0%
529 SCHH SCHWAB STRATEGIC TR 16,874.0 $364K 0.01% NEW $21.57 +7.2%
530 DLR DIGITAL RLTY TR INC Real Estate 2,096.0 $362K 0.01% NEW $172.91 +9.3%
531 ATO ATMOS ENERGY CORP Utilities 2,116.0 $361K 0.01% NEW $170.77 +4.4%
532 MDLZ MONDELEZ INTL INC Consumer Defensive 5,691.0 $356K 0.01% NEW $62.47 -2.4%
533 HCA HCA HEALTHCARE INC Healthcare 822.0 $350K 0.01% NEW $426.38 -0.4%
534 BKLN INVESCO EXCH TRADED FD TR II 16,711.0 $350K 0.01% NEW $20.93 -2.0%
535 AJG GALLAGHER ARTHUR J & CO Financial Services 1,128.0 $349K 0.01% NEW $309.74 -35.2%
536 TSN TYSON FOODS INC Consumer Defensive 6,430.0 $349K 0.01% NEW $54.30 +22.0%
537 FLBL FRANKLIN TEMPLETON ETF TR 14,295.0 $343K 0.01% NEW $24.02 -4.0%
538 GDX VANECK ETF TRUST 4,431.0 $339K 0.01% NEW $76.40 +16.0%
539 TLSI TRISALUS LIFE SCIENCES INC Healthcare 72,000.0 $335K 0.01% NEW $4.65 -42.4%
540 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,029.0 $333K 0.01% NEW $323.13 +19.7%
Page 27 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%