CWA ASSET MANAGEMENT GROUP, LLC

PrivateCIK: 1667134
Location

NAPLES, FL

📋 What this filing means

CWA ASSET MANAGEMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 693 equity positions with a total reported market value of $3.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

693
Positions
$3.28B
Total AUM (reported)
51.29M
Total Shares

Allocation by class

TOTAL AUM$3.28B693 positions
COM$1.89B57.5%
CL A$111.06M3.4%
COM NEW$95.73M2.9%
COM CL A$73.22M2.2%
1 3 YR TREAS BD$69.28M2.1%
INT-TERM CORP$66.48M2.0%
SPONSORED ADS$61.41M1.9%

Portfolio Concentration

Top 313.9%4–1012.8%11–2515.0%Rest58.3%TOP 1026.7%0%100%
Top 3$455.18M13.9%
4–10$419.32M12.8%
11–25$492.04M15.0%
Rest$1.91B58.3%

Top 3 weight

13.9%

Top 10 weight

26.7%

Voting Authority Distribution

Total shares with voting rights: 51.29M

Sole

Full voting authority

96.98K

shares

% of voting shares0.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

51.20M

shares

% of voting shares99.8%

Investment Discretion (by position count)

Sole693
Shared0
Other0
Dominant voting typeNone · 99.8% of voting shares
Institutional Holdings693
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.03M
TypeSH
Market value$205.89M
6.28%
Sole
111.00
Shared
0.00
None
1.03M

APPLE INC

SOLE
COM
Shares594.93K
TypeSH
Market value$172.15M
5.25%
Sole
268.00
Shared
0.00
None
594.66K

MICROSOFT CORP

SOLE
COM
Shares206.81K
TypeSH
Market value$77.14M
2.35%
Sole
64.00
Shared
0.00
None
206.74K

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares843.78K
TypeSH
Market value$69.28M
2.11%
Sole
1.06K
Shared
0.00
None
842.71K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares804.33K
TypeSH
Market value$66.48M
2.03%
Sole
1.20K
Shared
0.00
None
803.13K

CAPITOL SER TR

SOLE
STERL CAP BD ETF
Shares2.38M
TypeSH
Market value$59.60M
1.82%
Sole
2.92K
Shared
0.00
None
2.38M

AMAZON COM INC

SOLE
COM
Shares242.29K
TypeSH
Market value$57.75M
1.76%
Sole
76.00
Shared
0.00
None
242.21K

TEXAS PACIFIC LAND CORPORATI

SOLE
COM
Shares127.63K
TypeSH
Market value$55.85M
1.70%
Sole
103.00
Shared
0.00
None
127.52K

ALPHABET INC

SOLE
CAP STK CL C
Shares157.28K
TypeSH
Market value$55.57M
1.69%
Sole
0.00
Shared
0.00
None
157.28K

TENARIS S A

SOLE
SPONSORED ADS
Shares987.29K
TypeSH
Market value$54.78M
1.67%
Sole
761.00
Shared
0.00
None
986.53K

ALPHABET INC

SOLE
CAP STK CL A
Shares150.35K
TypeSH
Market value$53.73M
1.64%
Sole
442.00
Shared
0.00
None
149.91K

TRANSOCEAN LTD

SOLE
REGISTERED SHS
Shares8.69M
TypeSH
Market value$42.49M
1.30%
Sole
7.49K
Shared
0.00
None
8.68M

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares109.46K
TypeSH
Market value$40.50M
1.23%
Sole
0.00
Shared
0.00
None
109.46K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares78.90K
TypeSH
Market value$39.48M
1.20%
Sole
0.00
Shared
0.00
None
78.90K

SPDR GOLD TR

SOLE
GOLD SHS
Shares90.24K
TypeSH
Market value$33.24M
1.01%
Sole
38.00
Shared
0.00
None
90.20K

JPMORGAN CHASE & CO

SOLE
COM
Shares99.41K
TypeSH
Market value$32.54M
0.99%
Sole
0.00
Shared
0.00
None
99.41K

META PLATFORMS INC

SOLE
CL A
Shares56.55K
TypeSH
Market value$31.85M
0.97%
Sole
15.00
Shared
0.00
None
56.53K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares33.08K
TypeSH
Market value$30.95M
0.94%
Sole
5.00
Shared
0.00
None
33.08K

J P MORGAN EXCHANGE TRADED F

SOLE
ULTRA SHT MUNCPL
Shares601.09K
TypeSH
Market value$30.66M
0.93%
Sole
878.00
Shared
0.00
None
600.21K

BROADCOM INC

SOLE
COM
Shares76.30K
TypeSH
Market value$28.82M
0.88%
Sole
30.00
Shared
0.00
None
76.27K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares310.57K
TypeSH
Market value$28.46M
0.87%
Sole
0.00
Shared
0.00
None
310.57K

NOBLE CORP PLC

SOLE
ORD SHS A
Shares746.96K
TypeSH
Market value$27.86M
0.85%
Sole
1.69K
Shared
0.00
None
745.27K

JOHNSON & JOHNSON

SOLE
COM
Shares97.69K
TypeSH
Market value$24.81M
0.76%
Sole
0.00
Shared
0.00
None
97.69K

CORNING INC

SOLE
COM
Shares97.06K
TypeSH
Market value$24.79M
0.76%
Sole
0.00
Shared
0.00
None
97.06K

ERIE INDTY CO

SOLE
CL A
Shares91.11K
TypeSH
Market value$21.84M
0.67%
Sole
0.00
Shared
0.00
None
91.11K
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