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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 27 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IUSG ISHARES TR 2,048.0 $344K 0.01% +31.0 +1.5% $167.94 +10.4%
522 VUSB VANGUARD BD INDEX FDS 6,900.0 $344K 0.01% -700.0 -9.2% $49.84 -0.3%
523 FLBL FRANKLIN TEMPLETON ETF TR 14,673.0 $344K 0.01% +378.0 +2.6% $23.42 -1.5%
524 HOOD ROBINHOOD MKTS INC Financial Services 3,030.0 $343K 0.01% +868.0 +40.1% $113.10 -31.8%
525 VST VISTRA CORP Utilities 2,123.0 $342K 0.01% -610.0 -22.3% $161.31 -13.4%
526 TGT TARGET CORP Consumer Defensive 3,482.0 $340K 0.01% -2K -41.1% $97.74 +24.4%
527 SAP SAP SE Technology 1,401.0 $340K 0.01% -139.0 -9.0% $242.84 -30.2%
528 TROW PRICE T ROWE GROUP INC Financial Services 3,318.0 $340K 0.01% -1K -26.3% $102.39 -0.4%
529 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 12,455.0 $338K 0.01% +470.0 +3.9% $27.15 -31.0%
530 VBK VANGUARD INDEX FDS 1,086.0 $328K 0.01% $302.05 +10.8%
531 TBLL INVESCO EXCH TRADED FD TR II 3,074.0 $325K 0.01% $105.65 -0.2%
532 FPE FIRST TR EXCH TRADED FD III 17,785.0 $324K 0.01% -3K -15.3% $18.22 -1.2%
533 IVE ISHARES TR 1,509.0 $320K 0.01% $212.11 +6.0%
534 SHM SPDR SERIES TRUST 6,636.0 $318K 0.01% -37.0 -0.6% $47.99 -0.6%
535 O REALTY INCOME CORP Real Estate 5,635.0 $318K 0.01% -3K -36.1% $56.37 +8.4%
536 ELEMENTAL RTY CORP 18,615.0 $316K 0.01% NEW $16.97
537 L LOEWS CORP Financial Services 2,958.0 $312K 0.01% +43.0 +1.5% $105.32 +0.5%
538 OUNZ VANECK MERK GOLD ETF Financial Services 7,478.0 $310K 0.01% $41.48 +5.7%
539 SND SMART SAND INC Energy 77,238.0 $309K 0.01% NEW $4.00 +21.0%
540 CI THE CIGNA GROUP Healthcare 1,117.0 $307K 0.01% +337.0 +43.2% $275.18 +4.2%
Page 27 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%