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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 22 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RSP INVESCO EXCHANGE TRADED FD T 3,292.0 $631K 0.02% -1K -23.5% $191.58 +5.9%
422 WDAY WORKDAY INC Technology 2,935.0 $630K 0.02% -414.0 -12.4% $214.78 -41.8%
423 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,103.0 $630K 0.02% +51.0 +1.7% $203.02 -3.8%
424 DFUV DIMENSIONAL ETF TRUST 13,503.0 $629K 0.02% $46.59 +12.3%
425 FCX FREEPORT-MCMORAN INC Basic Materials 12,346.0 $627K 0.02% -197.0 -1.6% $50.79 +24.1%
426 TNK TEEKAY TANKERS LTD Energy 11,626.0 $621K 0.02% +176.0 +1.5% $53.42 +44.5%
427 HCC WARRIOR MET COAL INC Energy 7,000.0 $617K 0.02% $88.17 -3.4%
428 GPIQ GOLDMAN SACHS ETF TR 11,661.0 $617K 0.02% +303.0 +2.7% $52.87 +8.3%
429 PNC PNC FINL SVCS GROUP INC Financial Services 2,918.0 $609K 0.02% -31.0 -1.1% $208.74 +2.0%
430 YELP YELP INC Communication Services 19,871.0 $604K 0.02% +436.0 +2.2% $30.39 -28.8%
431 SMITHFIELD FOODS INC 26,642.0 $595K 0.02% NEW $22.33
432 APD AIR PRODS & CHEMS INC Basic Materials 2,386.0 $589K 0.02% -797.0 -25.0% $247.05 +18.7%
433 BIV VANGUARD BD INDEX FDS 7,560.0 $589K 0.02% -225.0 -2.9% $77.88 -2.4%
434 AEP AMERICAN ELEC PWR CO INC Utilities 5,086.0 $587K 0.02% $115.32 +10.7%
435 AVUS AMERICAN CENTY ETF TR 5,209.0 $582K 0.02% +912.0 +21.2% $111.78 +11.1%
436 COP CONOCOPHILLIPS Energy 6,213.0 $582K 0.02% -2K -26.1% $93.61 +30.8%
437 AVLV AMERICAN CENTY ETF TR 7,663.0 $581K 0.02% +960.0 +14.3% $75.77 +15.8%
438 NOC NORTHROP GRUMMAN CORP Industrials 995.0 $567K 0.02% -27.0 -2.6% $570.34 -5.2%
439 NKE NIKE INC Consumer Cyclical 8,889.0 $566K 0.02% -2K -17.8% $63.71 -34.3%
440 DHR DANAHER CORPORATION Healthcare 2,469.0 $565K 0.02% +380.0 +18.2% $228.92 -29.3%
Page 22 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%