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Portfolio (Quarterly) Guide ↗

CWA Asset Management Group, LLC

· CIK 0001667134
13F Portfolio $3.3B AUM 729 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 175 New 286 Added 221 Reduced 98 Exited
Page 8 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VHT VANGUARD WORLD FD 2,099.0 $628K 0.02% -113.0 -5.1% $298.99 +9.1%
142 UBER UBER TECHNOLOGIES INC Technology 8,538.0 $616K 0.02% -144.0 -1.7% $72.16 +8.8%
143 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,374.0 $613K 0.02% -109.0 -1.7% $96.12 -50.3%
144 SLV ISHARES SILVER TR Financial Services 11,408.0 $610K 0.02% -101K -89.8% $53.47 +15.2%
145 CENCORA INC 2,124.0 $601K 0.02% -91.0 -4.1% $282.99
146 EMR EMERSON ELEC CO Industrials 4,103.0 $587K 0.02% -67.0 -1.6% $143.15 +10.6%
147 SPGI S&P GLOBAL INC Financial Services 1,419.0 $578K 0.02% -715.0 -33.5% $407.29 +7.2%
148 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,329.0 $574K 0.02% -347.0 -6.1% $107.78 +4.1%
149 IWD ISHARES TR 2,315.0 $561K 0.02% -1K -36.7% $242.42 +6.6%
150 ED CONSOLIDATED EDISON INC Utilities 4,932.0 $546K 0.02% -32K -86.5% $110.63 -2.3%
151 EXPAND ENERGY CORPORATION 5,538.0 $505K 0.01% -598.0 -9.8% $91.19
152 EOG EOG RES INC Energy 3,878.0 $503K 0.01% -5K -55.2% $129.73 +11.7%
153 XEL XCEL ENERGY INC Utilities 6,242.0 $501K 0.01% -990.0 -13.7% $80.30 -3.3%
154 TMO THERMO FISHER SCIENTIFIC INC Healthcare 996.0 $499K 0.01% -423.0 -29.8% $501.36 +26.4%
155 VTEB VANGUARD MUN BD FDS 9,846.0 $498K 0.01% -947.0 -8.8% $50.58 -2.1%
156 ETHW BITWISE ETHEREUM ETF Financial Services 43,611.0 $492K 0.01% -13K -23.2% $11.28 +56.6%
157 FENY FIDELITY COVINGTON TRUST 16,341.0 $483K 0.01% -215.0 -1.3% $29.56 +17.1%
158 SPYM SPDR SERIES TRUST 5,311.0 $467K 0.01% -303.0 -5.4% $87.89 +2.6%
159 PPG PPG INDS INC Basic Materials 3,838.0 $465K 0.01% -360.0 -8.6% $121.29 -5.7%
160 GPIQ GOLDMAN SACHS ETF TR 7,637.0 $453K 0.01% -4K -34.5% $59.31 -4.6%
Page 8 of 12  ·  221 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 31.2%
Financial Services 14.0%
Energy 12.0%
Consumer Cyclical 8.4%
Industrials 8.1%
Healthcare 7.3%
Consumer Defensive 4.6%
Communication Services 4.5%
Utilities 4.1%
Basic Materials 3.8%