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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 28 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IUSG ISHARES TR 2,017.0 $332K 0.01% NEW $164.54 +13.5%
542 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,087.0 $328K 0.01% NEW $29.62 +16.2%
543 URI UNITED RENTALS INC Industrials 342.0 $326K 0.01% NEW $954.67 +1.9%
544 ES EVERSOURCE ENERGY Utilities 4,566.0 $325K 0.01% NEW $71.14 -3.3%
545 TBLL INVESCO EXCH TRADED FD TR II 3,074.0 $325K 0.01% NEW $105.64 +0.1%
546 VBK VANGUARD INDEX FDS 1,086.0 $323K 0.01% NEW $297.56 +13.4%
547 SHM SPDR SERIES TRUST 6,673.0 $322K 0.01% NEW $48.22 -1.1%
548 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,222.0 $321K 0.01% NEW $262.33 +14.4%
549 IRM IRON MTN INC DEL Real Estate 3,138.0 $320K 0.01% NEW $101.94 +25.3%
550 BDX BECTON DICKINSON & CO Healthcare 1,688.0 $316K 0.01% NEW $187.21 -23.4%
551 UPS UNITED PARCEL SERVICE INC Industrials 3,780.0 $316K 0.01% NEW $83.54 +17.8%
552 AMP AMERIPRISE FINL INC Financial Services 641.0 $315K 0.01% NEW $491.25 -4.2%
553 IDXX IDEXX LABS INC Healthcare 492.0 $314K 0.01% NEW $638.89 -16.6%
554 CINF CINCINNATI FINL CORP Financial Services 1,984.0 $314K 0.01% NEW $158.10 +5.3%
555 IVE ISHARES TR 1,507.0 $311K 0.01% NEW $206.48 +8.2%
556 HOOD ROBINHOOD MKTS INC Financial Services 2,162.0 $310K 0.01% NEW $143.18 -43.6%
557 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,161.0 $308K 0.01% NEW $50.01 +40.1%
558 FMC FMC CORP Basic Materials 9,116.0 $307K 0.01% NEW $33.63 -59.7%
559 TEL TE CONNECTIVITY PLC Technology 1,396.0 $306K 0.01% NEW $219.53 -5.8%
560 DVN DEVON ENERGY CORP NEW Energy 8,673.0 $304K 0.01% NEW $35.06 +34.7%
Page 28 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%