CWA Asset Management Group, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$2.4T
Holdings
637
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (637 positions)
| Stock | Value |
|---|---|
APPAPPLOVIN CORP | $5.4B |
AQLTISHARES TR | $5.3B |
VBVANGUARD INDEX FDS | $5.3B |
MCDMCDONALDS CORP | $5.2B |
IBKRINTERACTIVE BROKERS GROUP IN | $5.1B |
IBMINTERNATIONAL BUSINESS MACHS | $5.1B |
VRSNVERISIGN INC | $5.1B |
APTVAPTIV PLC | $4.9B |
CRBGCOREBRIDGE FINL INC | $4.8B |
EMREMERSON ELEC CO | $4.8B |
PINSPINTEREST INC | $4.8B |
RLRALPH LAUREN CORP | $4.8B |
OROR ROYALTIES INC. | $4.6B |
CMICUMMINS INC | $4.5B |
NXPINXP SEMICONDUCTORS N V | $4.5B |
AMTAMERICAN TOWER CORP NEW | $4.5B |
PAAPLAINS ALL AMERN PIPELINE L | $4.4B |
XOMEXXON MOBIL CORP | $4.4B |
IWMISHARES TR | $4.4B |
DVADAVITA INC | $4.3B |
NFLXNETFLIX INC | $4.3B |
SLVISHARES SILVER TR | $4.3B |
EMEEMCOR GROUP INC | $4.0B |
XLESELECT SECTOR SPDR TR | $4.0B |
EBAEBAY INC. | $4.0B |
DFUSDIMENSIONAL ETF TRUST | $4.0B |
HIIHUNTINGTON INGALLS INDS INC | $4.0B |
BABAALIBABA GROUP HLDG LTD | $3.9B |
CARTMAPLEBEAR INC | $3.9B |
EXPEEXPEDIA GROUP INC | $3.9B |
SCCOSOUTHERN COPPER CORP | $3.7B |
ERICTELEFONAKTIEBOLAGET LM ERICS | $3.7B |
COINCOINBASE GLOBAL INC | $3.6B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.6B |
MARMARRIOTT INTL INC NEW | $3.6B |
WSMWILLIAMS SONOMA INC | $3.6B |
VBRVANGUARD INDEX FDS | $3.5B |
NRANRG ENERGY INC | $3.5B |
CRMSALESFORCE INC | $3.4B |
BIIBBIOGEN INC | $3.3B |
FIXCOMFORT SYS USA INC | $3.3B |
TAPMOLSON COORS BEVERAGE CO | $3.3B |
NOWSERVICENOW INC | $3.3B |
VGTVANGUARD WORLD FD | $3.3B |
JLLJONES LANG LASALLE INC | $3.3B |
CATCATERPILLAR INC | $3.2B |
BMTABRITISH AMERN TOB PLC | $3.2B |
NENOBLE CORP PLC | $3.2B |
XLKSELECT SECTOR SPDR TR | $3.2B |
VWOVANGUARD INTL EQUITY INDEX F | $3.2B |
TSCOTRACTOR SUPPLY CO | $3.2B |
VTVVANGUARD INDEX FDS | $3.1B |
FT2FIRST HORIZON CORPORATION | $3.1B |
TROWPRICE T ROWE GROUP INC | $3.0B |
MASMASCO CORP | $3.0B |
PAYXPAYCHEX INC | $3.0B |
AVAAVISTA CORP | $3.0B |
KOCOCA COLA CO | $3.0B |
EDGGOLD FIELDS LTD | $3.0B |
MRKMERCK & CO INC | $2.9B |
HVTHAVERTY FURNITURE COS INC | $2.9B |
NDQINVESCO QQQ TR | $2.9B |
LOWLOWES COS INC | $2.9B |
SCHWSCHWAB CHARLES CORP | $2.8B |
VRTXVERTEX PHARMACEUTICALS INC | $2.8B |
VOVANGUARD INDEX FDS | $2.8B |
SPYGSPDR SERIES TRUST | $2.8B |
CORZZCORE SCIENTIFIC INC NEW | $2.7B |
SUSUNCOR ENERGY INC NEW | $2.7B |
ETNEATON CORP PLC | $2.6B |
STRLSTERLING INFRASTRUCTURE INC | $2.6B |
VSTVISTRA CORP | $2.6B |
EOGEOG RES INC | $2.6B |
PAGPPLAINS GP HLDGS L P | $2.6B |
FOXAFOX CORP | $2.5B |
AMATAPPLIED MATLS INC | $2.5B |
AGXARGAN INC | $2.5B |
LRCXLAM RESEARCH CORP | $2.5B |
ISRGINTUITIVE SURGICAL INC | $2.4B |
JBSJBS N.V. | $2.4B |
DISDISNEY WALT CO | $2.4B |
SYYSYSCO CORP | $2.4B |
KMIKINDER MORGAN INC DEL | $2.4B |
AGIALAMOS GOLD INC NEW | $2.4B |
SNASNAP ON INC | $2.4B |
JAZZJAZZ PHARMACEUTICALS PLC | $2.3B |
PNWPINNACLE WEST CAP CORP | $2.3B |
CAVACAVA GROUP INC | $2.3B |
ABTABBOTT LABS | $2.3B |
ETRENTERGY CORP NEW | $2.3B |
HALHALLIBURTON CO | $2.3B |
ATGEADTALEM GLOBAL ED INC | $2.2B |
EVRGEVERGY INC | $2.2B |
CRCTCRICUT INC | $2.2B |
VICIVICI PPTYS INC | $2.2B |
CITCINTAS CORP | $2.2B |
CNCCENTENE CORP DEL | $2.2B |
PAYCPAYCOM SOFTWARE INC | $2.2B |
ITWILLINOIS TOOL WKS INC | $2.2B |
CVECENOVUS ENERGY INC | $2.2B |