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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 23 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TR TOOTSIE ROLL INDS INC Consumer Defensive 15,429.0 $565K 0.02% -2K -11.3% $36.63 +13.6%
442 MPC MARATHON PETE CORP Energy 3,475.0 $565K 0.02% +57.0 +1.7% $162.63 +59.6%
443 DFAT DIMENSIONAL ETF TRUST 9,470.0 $564K 0.02% $59.54 +9.5%
444 IWV ISHARES TR 1,449.0 $561K 0.02% +207.0 +16.7% $386.85 +7.3%
445 COIN COINBASE GLOBAL INC Financial Services 2,466.0 $558K 0.02% +22.0 +0.9% $226.14 -16.2%
446 AEE AMEREN CORP Utilities 5,567.0 $556K 0.02% -138.0 -2.4% $99.86 +9.2%
447 EMR EMERSON ELEC CO Industrials 4,170.0 $553K 0.02% -34K -89.0% $132.71 -0.4%
448 STRL STERLING INFRASTRUCTURE INC Industrials 1,773.0 $543K 0.02% -7K -79.2% $306.23 +151.7%
449 VTEB VANGUARD MUN BD FDS 10,793.0 $543K 0.02% -3K -23.9% $50.29 -1.2%
450 TMUS T-MOBILE US INC Communication Services 2,667.0 $542K 0.02% -163.0 -5.8% $203.04 -6.1%
451 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 12,719.0 $541K 0.02% $42.55 +3.9%
452 KOP KOPPERS HOLDINGS INC Basic Materials 19,861.0 $538K 0.02% NEW $27.08 +49.2%
453 XEL XCEL ENERGY INC Utilities 7,232.0 $534K 0.02% -9K -56.5% $73.86 +5.7%
454 SCHX SCHWAB STRATEGIC TR 19,475.0 $524K 0.02% +2K +11.3% $26.91 +7.1%
455 QQQI NEOS ETF TRUST 9,406.0 $507K 0.02% +324.0 +3.6% $53.86 +4.2%
456 TLSI TRISALUS LIFE SCIENCES INC Healthcare 72,000.0 $503K 0.02% $6.98 -54.9%
457 CSX CSX CORP Industrials 13,834.0 $501K 0.02% +2K +17.7% $36.25 +27.5%
458 SPYI NEOS ETF TRUST 9,540.0 $501K 0.02% +280.0 +3.0% $52.53 +1.5%
459 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,676.0 $501K 0.02% +212.0 +3.9% $88.21 +16.1%
460 WMB WILLIAMS COS INC Energy 8,280.0 $498K 0.02% +441.0 +5.6% $60.11 +29.2%
Page 23 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%