CWA Asset Management Group, LLC Q1 2022 Filing

Filed April 21, 2022

Portfolio Value

$1.3T

Holdings

295

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (295 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
446,467$78.0B5.95%
2
FMBFIRST TR EXCH TRADED FD III
1,384,306$73.5B5.60%
3
FNVFRANCO NEV CORP
320,583$51.1B3.90%
4
FCNFTI CONSULTING INC
287,430$45.2B3.45%
5
VCITVANGUARD SCOTTSDALE FDS
488,038$42.0B3.20%
6
MSFTMICROSOFT CORP
135,004$41.6B3.18%
7
AMZNAMAZON COM INC
11,319$36.9B2.82%
8
GQ9SPDR GOLD TR
177,744$32.1B2.45%
9
JNJJOHNSON & JOHNSON
177,951$31.5B2.41%
10
CASYCASEYS GEN STORES INC
157,125$31.1B2.38%
11
NVDANVIDIA CORPORATION
85,653$23.4B1.78%
12
GOOGALPHABET INC
8,243$23.0B1.76%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
63,430$22.4B1.71%
14
FASTFASTENAL CO
375,201$22.3B1.70%
15
LMTLOCKHEED MARTIN CORP
48,975$21.6B1.65%
16
DUKDUKE ENERGY CORP NEW
175,885$19.6B1.50%
17
SOSOUTHERN CO
264,494$19.2B1.46%
18
QCOMQUALCOMM INC
122,928$18.8B1.43%
19
COSTCOSTCO WHSL CORP NEW
31,552$18.2B1.39%
20
PSAPUBLIC STORAGE
43,947$17.2B1.31%
21
PFEPFIZER INC
310,643$16.1B1.23%
22
GOLDA-MARK PRECIOUS METALS INC
189,605$14.7B1.12%
23
HAINHAIN CELESTIAL GROUP INC
424,592$14.6B1.11%
24
VTIVANGUARD INDEX FDS
62,669$14.3B1.09%
25
CCOCAMECO CORP
485,851$14.1B1.08%
26
VVISA INC
59,142$13.1B1.00%
27
SIISPROTT INC
249,759$12.5B0.96%
28
PHMPULTE GROUP INC
298,873$12.5B0.96%
29
RPRXROYALTY PHARMA PLC
315,345$12.3B0.94%
30
WMTWALMART INC
81,750$12.2B0.93%
31
FNFFIDELITY NATIONAL FINANCIAL
247,089$12.1B0.92%
32
PLDPROLOGIS INC.
73,059$11.8B0.90%
33
MOALTRIA GROUP INC
214,845$11.2B0.86%
34
CTRACOTERRA ENERGY INC
411,490$11.1B0.85%
35
MCDMCDONALDS CORP
42,069$10.4B0.79%
36
BACVERIZON COMMUNICATIONS INC
196,266$10.0B0.76%
37
JPMJPMORGAN CHASE & CO
72,159$9.8B0.75%
38
ABXBARRICK GOLD CORP
389,102$9.5B0.73%
39
SPYSPDR S&P 500 ETF TR
20,912$9.4B0.72%
40
BXBLACKSTONE INC
72,574$9.2B0.70%
41
GSGOLDMAN SACHS GROUP INC
27,846$9.2B0.70%
42
DEDEERE & CO
22,119$9.2B0.70%
43
DISDISNEY WALT CO
62,875$8.6B0.66%
44
TSMTAIWAN SEMICONDUCTOR MFG LTD
77,793$8.1B0.62%
45
BMTABRITISH AMERN TOB PLC
191,651$8.1B0.62%
46
PAYXPAYCHEX INC
58,112$7.9B0.61%
47
TLTISHARES TR
59,999$7.9B0.60%
48
HIIHUNTINGTON INGALLS INDS INC
36,400$7.3B0.55%
49
GRMNGARMIN LTD
59,782$7.1B0.54%
50
VCSHVANGUARD SCOTTSDALE FDS
90,550$7.1B0.54%
51
TROWPRICE T ROWE GROUP INC
46,615$7.0B0.54%
52
RTXRAYTHEON TECHNOLOGIES CORP
70,487$7.0B0.53%
53
UNHUNITEDHEALTH GROUP INC
13,646$7.0B0.53%
54
TXNTEXAS INSTRS INC
37,680$6.9B0.53%
55
RJFRAYMOND JAMES FINL INC
62,445$6.9B0.52%
56
ICLICL GROUP LTD
559,752$6.8B0.52%
57
VEAVANGUARD TAX-MANAGED INTL FD
133,126$6.4B0.49%
58
LNNLINDSAY CORP
39,926$6.3B0.48%
59
RMERESMED INC
25,741$6.2B0.48%
60
CAHCARDINAL HEALTH INC
108,846$6.2B0.47%
61
EQTEQT CORP
169,673$5.8B0.45%
62
LNGCHENIERE ENERGY INC
36,829$5.1B0.39%
63
IDAIDACORP INC
40,941$4.7B0.36%
64
AGGISHARES TR
43,861$4.7B0.36%
65
SLBSCHLUMBERGER LTD
111,877$4.6B0.35%
66
XLESELECT SECTOR SPDR TR
59,658$4.6B0.35%
67
VBVANGUARD INDEX FDS
20,980$4.5B0.34%
68
PEOEXELON CORP
91,734$4.4B0.33%
69
PAAPLAINS ALL AMERN PIPELINE L
402,437$4.3B0.33%
70
GOOGLALPHABET INC
1,517$4.2B0.32%
71
CMCSACOMCAST CORP NEW
89,234$4.2B0.32%
72
MUMICRON TECHNOLOGY INC
52,316$4.1B0.31%
73
ARANTERO RESOURCES CORP
132,150$4.0B0.31%
74
HVTHAVERTY FURNITURE COS INC
144,000$3.9B0.30%
75
ABBVABBVIE INC
23,731$3.8B0.29%
76
ESLTELBIT SYS LTD
16,256$3.6B0.27%
77
BKRBAKER HUGHES COMPANY
98,261$3.6B0.27%
78
FCFSFIRSTCASH HOLDINGS INC
49,710$3.5B0.27%
79
AFRMAFFIRM HLDGS INC
74,898$3.5B0.26%
80
HDHOME DEPOT INC
11,401$3.4B0.26%
81
VBRVANGUARD INDEX FDS
18,786$3.3B0.25%
82
VALEVALE S A
164,991$3.3B0.25%
83
VTVVANGUARD INDEX FDS
22,281$3.3B0.25%
84
RIORIO TINTO PLC
40,804$3.3B0.25%
85
DARDARLING INGREDIENTS INC
39,975$3.2B0.25%
86
BRK-BBERKSHIRE HATHAWAY INC DEL
6$3.2B0.24%
87
AMTAMERICAN TOWER CORP NEW
11,973$3.0B0.23%
88
SYYSYSCO CORP
35,846$2.9B0.22%
89
CELHCELSIUS HLDGS INC
51,145$2.8B0.22%
90
DFUSDIMENSIONAL ETF TRUST
56,577$2.8B0.21%
91
PLTRPALANTIR TECHNOLOGIES INC
200,533$2.8B0.21%
92
VWOVANGUARD INTL EQUITY INDEX F
58,985$2.7B0.21%
93
XOMEXXON MOBIL CORP
30,405$2.5B0.19%
94
CVXCHEVRON CORP NEW
15,276$2.5B0.19%
95
TFCTRUIST FINL CORP
43,091$2.4B0.19%
96
XFEBFIRST TR EXCH TRADED FD III
127,820$2.4B0.19%
97
PGPROCTER AND GAMBLE CO
15,215$2.3B0.18%
98
SHMSPDR SER TR
47,751$2.3B0.17%
99
2JEFOCUS FINL PARTNERS INC
48,589$2.2B0.17%
100
VOOVANGUARD INDEX FDS
5,278$2.2B0.17%
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