CWA Asset Management Group, LLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$1.5B

Holdings

415

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (415 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
454,034$87.4T5987602.88%
2
BILSPDR SER TR
932,049$85.2T5834497.54%
3
MSFTMICROSOFT CORP
151,607$57.0T3904989.33%
4
NVDANVIDIA CORPORATION
92,004$45.6T3120842.63%
5
FNVFRANCO NEV CORP
373,111$41.3T2831932.77%
6
AMZNAMAZON COM INC
229,229$34.8T2385656.02%
7
JNJJOHNSON & JOHNSON
175,336$27.5T1882423.20%
8
JMSTJ P MORGAN EXCHANGE TRADED F
493,838$25.1T1716331.74%
9
BILSSPDR SER TR
248,974$24.7T1690370.95%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
67,696$24.1T1653802.29%
11
COSTCOSTCO WHSL CORP NEW
36,216$23.9T1637444.04%
12
VGSHVANGUARD SCOTTSDALE FDS
383,955$22.4T1534048.27%
13
GOOGALPHABET INC
140,492$19.8T1356188.90%
14
FCNFTI CONSULTING INC
95,890$19.1T1308036.86%
15
SHYISHARES TR
229,786$18.9T1291265.37%
16
SGOVISHARES TR
187,997$18.9T1291183.59%
17
DEDEERE & CO
45,933$18.4T1258090.08%
18
VTIVANGUARD INDEX FDS
74,945$17.8T1217763.31%
19
FMBFIRST TR EXCH TRADED FD III
337,265$17.4T1193519.72%
20
MCDMCDONALDS CORP
58,419$17.3T1186479.00%
21
VVISA INC
61,669$16.1T1099748.00%
22
CCOCAMECO CORP
369,243$15.9T1090073.88%
23
PSAPUBLIC STORAGE
51,319$15.7T1072116.72%
24
SOSOUTHERN CO
215,196$15.1T1033576.54%
25
JPMJPMORGAN CHASE & CO
88,626$15.1T1032600.74%
26
DUKDUKE ENERGY CORP NEW
150,155$14.6T998063.20%
27
MMM3M CO
132,885$14.5T995046.36%
28
GQ9SPDR GOLD TR
73,713$14.1T965223.20%
29
CAHCARDINAL HEALTH INC
133,013$13.4T918375.05%
30
FLEXFLEX LTD
431,474$13.1T900224.26%
31
GOLDA-MARK PRECIOUS METALS INC
424,079$12.8T878694.48%
32
PLDPROLOGIS INC.
89,735$12.0T819325.37%
33
LMTLOCKHEED MARTIN CORP
25,823$11.7T801695.49%
34
CMCSACOMCAST CORP NEW
250,760$11.0T753171.78%
35
BXBLACKSTONE INC
81,890$10.7T734349.59%
36
AGGISHARES TR
104,210$10.3T708442.01%
37
CELHCELSIUS HLDGS INC
187,151$10.2T698896.73%
38
SIISPROTT INC
294,643$10.0T685175.24%
39
CASYCASEYS GEN STORES INC
36,197$9.9T681181.44%
40
QCOMQUALCOMM INC
67,870$9.8T672363.38%
41
SPYSPDR S&P 500 ETF TR
34,385$9.1T622806.34%Put
42
FNFFIDELITY NATIONAL FINANCIAL
177,170$9.0T619152.00%
43
XLCSELECT SECTOR SPDR TR
123,383$9.0T614067.53%
44
RJFRAYMOND JAMES FINL INC
79,971$8.9T610767.94%
45
G9NGRUPO AEROPUERTO DEL PACIFIC
50,656$8.9T607966.24%
46
EXPDEXPEDITORS INTL WASH INC
68,666$8.7T598266.98%
47
INTUINTUIT
13,374$8.4T572556.33%
48
DINOHF SINCLAIR CORP
145,838$8.1T555107.42%
49
OLAORLA MNG LTD NEW
2,367,033$7.7T526931.11%
50
UVEUNIVERSAL INS HLDGS INC
481,123$7.7T526622.40%
51
GSGOLDMAN SACHS GROUP INC
19,925$7.7T526499.52%
52
GRMNGARMIN LTD
57,981$7.5T510492.72%
53
CMCCOMMERCIAL METALS CO
146,556$7.3T502327.64%
54
GOOGLALPHABET INC
51,813$7.2T495758.58%
55
TXNTEXAS INSTRS INC
42,377$7.2T494783.95%
56
DO1USDDIAMOND OFFSHORE DRILLING IN
546,199$7.1T486362.90%
57
PAAPLAINS ALL AMERN PIPELINE L
450,640$6.8T467636.66%
58
SLBSCHLUMBERGER LTD
130,741$6.8T466030.36%
59
ORLYOREILLY AUTOMOTIVE INC
6,804$6.5T442782.70%
60
HALHALLIBURTON CO
174,926$6.3T433139.60%
61
VCITVANGUARD SCOTTSDALE FDS
77,656$6.3T432336.97%
62
ABBVABBVIE INC
39,715$6.2T421563.89%
63
FCFSFIRSTCASH HOLDINGS INC
56,502$6.1T419489.62%
64
VEAVANGUARD TAX-MANAGED FDS
124,060$5.9T407036.54%
65
PBRPETROLEO BRASILEIRO SA PETRO
345,039$5.5T377432.30%
66
SUSUNCOR ENERGY INC NEW
168,845$5.4T370549.39%
67
HDHOME DEPOT INC
15,487$5.4T367617.55%
68
IYHISHARES TR
18,678$5.3T366213.18%
69
UPSUNITED PARCEL SERVICE INC
33,967$5.3T365808.50%
70
RTXRTX CORPORATION
61,972$5.2T357158.53%
71
HVTHAVERTY FURNITURE COS INC
144,000$5.1T350152.34%
72
AMTAMERICAN TOWER CORP NEW
23,366$5.0T345519.12%
73
PFEPFIZER INC
173,291$5.0T341730.53%
74
TROWPRICE T ROWE GROUP INC
45,743$4.9T337416.64%
75
PEOEXELON CORP
133,943$4.8T329367.31%
76
METAMETA PLATFORMS INC
13,476$4.8T326724.25%
77
PLTRPALANTIR TECHNOLOGIES INC
275,845$4.7T324415.52%
78
WFWOORI FINL GROUP INC
156,679$4.7T324318.26%
79
PGPROCTER AND GAMBLE CO
31,157$4.6T312734.39%
80
VOOVANGUARD INDEX FDS
10,108$4.4T302417.71%
81
MOALTRIA GROUP INC
104,649$4.2T289158.02%
82
WGOWINNEBAGO INDS INC
57,488$4.2T286980.05%
83
VXUSVANGUARD STAR FDS
72,254$4.2T286852.16%
84
SANMSANMINA CORPORATION
80,586$4.1T283553.73%
85
SMMDISHARES TR
66,378$4.1T279935.83%
86
UNHUNITEDHEALTH GROUP INC
7,744$4.1T279258.61%
87
INVAINNOVIVA INC
253,759$4.1T278799.48%
88
IDIINTERDIGITAL INC
37,270$4.0T277086.53%
89
GLWCORNING INC
132,416$4.0T276181.56%
90
ACNACCENTURE PLC IRELAND
11,444$4.0T275075.28%
91
MUMICRON TECHNOLOGY INC
45,514$3.9T266050.36%
92
TSLATESLA INC
14,624$3.6T248899.40%
93
MUBISHARES TR
32,377$3.5T240422.87%
94
IVVISHARES TR
7,253$3.5T237282.94%
95
VBRVANGUARD INDEX FDS
18,391$3.3T226709.39%
96
SYYSYSCO CORP
44,985$3.3T225336.11%
97
VTSVITESSE ENERGY INC
149,184$3.3T223684.05%
98
PKXPOSCO HOLDINGS INC
33,050$3.1T215309.64%
99
XLESELECT SECTOR SPDR TR
36,199$3.0T207882.47%
100
DFUSDIMENSIONAL ETF TRUST
56,677$2.9T201211.83%
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