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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 19 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,504.0 $977K 0.04% +102.0 +3.0% $278.90 -9.4%
362 VIG VANGUARD SPECIALIZED FUNDS 4,435.0 $975K 0.04% +27.0 +0.6% $219.80 +4.4%
363 APLE APPLE HOSPITALITY REIT INC Real Estate 79,502.0 $942K 0.03% +3K +4.0% $11.85 +18.0%
364 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,720.0 $926K 0.03% -234.0 -3.9% $161.96 -3.7%
365 AMLP ALPS ETF TR 19,438.0 $914K 0.03% +220.0 +1.1% $47.02 +16.6%
366 AON AON PLC Financial Services 2,580.0 $910K 0.03% -75.0 -2.8% $352.88 -8.3%
367 USB US BANCORP DEL Financial Services 17,058.0 $910K 0.03% -127K -88.1% $53.36 +0.2%
368 COF CAPITAL ONE FINL CORP Financial Services 3,752.0 $909K 0.03% +443.0 +13.4% $242.36 -22.8%
369 EOG EOG RES INC Energy 8,658.0 $909K 0.03% -17K -65.7% $105.01 +36.2%
370 VXUS VANGUARD STAR FDS 12,027.0 $907K 0.03% +4K +51.0% $75.44 +9.8%
371 HALO HALOZYME THERAPEUTICS INC Healthcare 13,475.0 $907K 0.03% NEW $67.30 +0.2%
372 SGDM SPROTT ETF TRUST 13,000.0 $905K 0.03% -8K -37.2% $69.63 -0.1%
373 PFE PFIZER INC Healthcare 36,039.0 $897K 0.03% +4K +13.5% $24.90 +1.7%
374 SCHF SCHWAB STRATEGIC TR 36,889.0 $887K 0.03% +3K +10.0% $24.04 +11.0%
375 IAU ISHARES GOLD TR Financial Services 10,890.0 $884K 0.03% +3K +34.3% $81.17 +3.9%
376 SNPS SYNOPSYS INC Technology 1,876.0 $881K 0.03% -216.0 -10.3% $469.72 +6.1%
377 EFA ISHARES TR 9,175.0 $881K 0.03% $96.03 +6.1%
378 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,405.0 $876K 0.03% -977.0 -22.3% $257.24 -14.3%
379 SCHA SCHWAB STRATEGIC TR 30,700.0 $874K 0.03% +381.0 +1.3% $28.48 +12.6%
380 MCK MCKESSON CORP Healthcare 1,061.0 $870K 0.03% +171.0 +19.2% $820.30 -5.4%
Page 19 of 33  ·  643 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%