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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 20 of 33  ·  660 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EIX EDISON INTL Utilities 15,580.0 $861K 0.03% NEW $55.28 +26.7%
382 MTDR MATADOR RES CO Energy 19,076.0 $857K 0.03% NEW $44.93 +36.6%
383 EFA ISHARES TR 9,175.0 $857K 0.03% NEW $93.37 +9.6%
384 IVW ISHARES TR 7,088.0 $856K 0.03% NEW $120.72 +11.8%
385 SCHA SCHWAB STRATEGIC TR 30,319.0 $846K 0.03% NEW $27.90 +15.3%
386 ENIC ENEL CHILE S.A. Utilities 217,325.0 $845K 0.03% NEW $3.89 +8.4%
387 LBRT LIBERTY ENERGY INC Energy 68,304.0 $843K 0.03% NEW $12.34 +167.5%
388 KLAC KLA CORP Technology 777.0 $838K 0.03% NEW $1078.42 +62.5%
389 VIS VANGUARD WORLD FD 2,793.0 $828K 0.03% NEW $296.28 +11.5%
390 AFL AFLAC INC Financial Services 7,406.0 $827K 0.03% NEW $111.70 +6.5%
391 COIN COINBASE GLOBAL INC Financial Services 2,444.0 $825K 0.03% NEW $337.49 -42.5%
392 GD GENERAL DYNAMICS CORP Industrials 2,401.0 $819K 0.03% NEW $341.01 -0.1%
393 SLYG SPDR SERIES TRUST 8,673.0 $818K 0.03% NEW $94.31 +11.8%
394 RSP INVESCO EXCHANGE TRADED FD T 4,304.0 $817K 0.03% NEW $189.72 +6.6%
395 DFAS DIMENSIONAL ETF TRUST 11,912.0 $815K 0.03% NEW $68.46 +10.2%
396 MU MICRON TECHNOLOGY INC Technology 4,862.0 $813K 0.03% NEW $167.31 +327.3%
397 PFE PFIZER INC Healthcare 31,762.0 $809K 0.03% NEW $25.48 +0.7%
398 HAFN HAFNIA LTD Industrials 135,008.0 $809K 0.03% NEW $5.99 +46.2%
399 SGDJ SPROTT ETF TRUST 11,231.0 $806K 0.03% NEW $71.79 +20.2%
400 WDAY WORKDAY INC Technology 3,349.0 $806K 0.03% NEW $240.73 -46.3%
Page 20 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%