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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 25 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HSY HERSHEY CO Consumer Defensive 2,462.0 $448K 0.02% $181.99 +2.7%
482 FNDA SCHWAB STRATEGIC TR 14,066.0 $443K 0.02% +739.0 +5.5% $31.51 +11.0%
483 F FORD MTR CO Consumer Cyclical 33,480.0 $439K 0.02% +1K +4.6% $13.12 +2.1%
484 RRC RANGE RES CORP Energy 12,395.0 $437K 0.02% -376K -96.8% $35.26 +20.4%
485 PSX PHILLIPS 66 Energy 3,336.0 $431K 0.02% $129.05 +36.5%
486 PPG PPG INDS INC Basic Materials 4,198.0 $430K 0.02% -2K -37.1% $102.47 +0.2%
487 EVRG EVERGY INC Utilities 5,926.0 $430K 0.01% -29K -83.1% $72.49 +11.0%
488 PRU PRUDENTIAL FINL INC Financial Services 3,777.0 $426K 0.01% -139.0 -3.5% $112.88 -9.7%
489 SUB ISHARES TR 3,938.0 $420K 0.01% +507.0 +14.8% $106.70 -0.5%
490 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,083.0 $412K 0.01% -1K -23.3% $100.90 -4.9%
491 VYM VANGUARD WHITEHALL FDS 2,861.0 $411K 0.01% -294.0 -9.3% $143.52 +9.1%
492 SLYV SPDR SERIES TRUST 4,511.0 $410K 0.01% -2K -28.2% $90.97 +10.8%
493 FENY FIDELITY COVINGTON TRUST 16,556.0 $410K 0.01% $24.77 +36.1%
494 VOE VANGUARD INDEX FDS 2,293.0 $407K 0.01% +131.0 +6.1% $177.37 +8.2%
495 NSC NORFOLK SOUTHN CORP Industrials 1,395.0 $403K 0.01% -141.0 -9.2% $288.76 +9.4%
496 TSPA T ROWE PRICE ETF INC 9,410.0 $403K 0.01% -5K -33.5% $42.78 +9.1%
497 GDX VANECK ETF TRUST 4,688.0 $402K 0.01% +257.0 +5.8% $85.77 +1.6%
498 XLB SELECT SECTOR SPDR TR 8,792.0 $399K 0.01% +3K +60.3% $45.35 +10.7%
499 EQT EQT CORP Energy 7,355.0 $394K 0.01% -152.0 -2.0% $53.60 +4.9%
500 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,341.0 $385K 0.01% +380.0 +39.5% $287.25 +10.1%
Page 25 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%