MWA Asset Management Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$144.2B

Holdings

118

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (118 positions)

StockValue
AAPLAPPLE INC
$5.9M
AVGOBROADCOM INC
$4.8M
METAMETA PLATFORMS INC
$4.4M
NVDANVIDIA CORPORATION
$4.2M
AMZNAMAZON COM INC
$4.2M
COSTCOSTCO WHSL CORP NEW
$4.0M
MSFTMICROSOFT CORP
$4.0M
DEDEERE & CO
$3.9M
CATCATERPILLAR INC
$3.7M
ABBVABBVIE INC
$3.6M
VVISA INC
$3.4M
GOOGALPHABET INC
$3.4M
URIUNITED RENTALS INC
$3.3M
HDHOME DEPOT INC
$3.0M
MMM3M CO
$2.9M
XOMEXXON MOBIL CORP
$2.6M
JPMJPMORGAN CHASE & CO.
$2.5M
VRTXVERTEX PHARMACEUTICALS INC
$2.4M
RTXRTX CORPORATION
$2.4M
BXBLACKSTONE INC
$2.3M
IWMISHARES TR
$2.1M
BACBANK AMERICA CORP
$1.9M
IWPISHARES TR
$1.9M
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.7M
GWWGRAINGER W W INC
$1.7M
LRCXLAM RESEARCH CORP
$1.7M
WMTWALMART INC
$1.7M
BACVERIZON COMMUNICATIONS INC
$1.7M
IWFISHARES TR
$1.6M
IWSISHARES TR
$1.5M
IWOISHARES TR
$1.5M
IBMINTERNATIONAL BUSINESS MACHS
$1.5M
NOWSERVICENOW INC
$1.4M
PANWPALO ALTO NETWORKS INC
$1.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.3M
IJHISHARES TR
$1.3M
CMICUMMINS INC
$1.3M
DISDISNEY WALT CO
$1.3M
TSCOTRACTOR SUPPLY CO
$1.2M
MAMASTERCARD INCORPORATED
$1.2M
IWNISHARES TR
$1.1M
CDNSCADENCE DESIGN SYSTEM INC
$1.1M
WMWASTE MGMT INC DEL
$1.1M
TJXTJX COS INC NEW
$1.1M
TRVCCITIGROUP INC
$1.1M
TRVTRAVELERS COMPANIES INC
$1.0M
SHOPSHOPIFY INC
$1.0M
CRMSALESFORCE INC
$967K
UNHUNITEDHEALTH GROUP INC
$958K
LMTLOCKHEED MARTIN CORP
$956K
AMGNAMGEN INC
$952K
MCDMCDONALDS CORP
$934K
WCNWASTE CONNECTIONS INC
$934K
SPYSPDR S&P 500 ETF TR
$900K
ACNACCENTURE PLC IRELAND
$879K
DGROISHARES TR
$839K
XLKSELECT SECTOR SPDR TR
$815K
ADPAUTOMATIC DATA PROCESSING IN
$798K
HONHONEYWELL INTL INC
$778K
ORCLORACLE CORP
$777K
BAHBOOZ ALLEN HAMILTON HLDG COR
$753K
SDYSPDR SER TR
$752K
IWDISHARES TR
$747K
XLUSELECT SECTOR SPDR TR
$696K
PAYXPAYCHEX INC
$659K
TTTRANE TECHNOLOGIES PLC
$641K
AXPAMERICAN EXPRESS CO
$640K
WSMWILLIAMS SONOMA INC
$632K
MRKMERCK & CO INC
$614K
COWZPACER FDS TR
$607K
TDVPROSHARES TR
$595K
FDNFIRST TR EXCHANGE-TRADED FD
$584K
INTUINTUIT
$576K
VBRVANGUARD INDEX FDS
$505K
CAHCARDINAL HEALTH INC
$483K
DGRWWISDOMTREE TR
$472K
KLACKLA CORP
$472K
VBKVANGUARD INDEX FDS
$464K
VYMVANGUARD WHITEHALL FDS
$454K
IWRISHARES TR
$428K
ADBEADOBE INC
$414K
QQQMINVESCO EXCH TRADED FD TR II
$405K
DUKDUKE ENERGY CORP NEW
$398K
VOOGVANGUARD ADMIRAL FDS INC
$387K
DDOMINION ENERGY INC
$385K
GOOGLALPHABET INC
$384K
STTSTATE STR CORP
$382K
XLISELECT SECTOR SPDR TR
$372K
FQIDIGITAL RLTY TR INC
$369K
SMDVPROSHARES TR
$366K
SBUXSTARBUCKS CORP
$365K
RWJINVESCO EXCH TRADED FD TR II
$361K
IGVISHARES TR
$358K
MGKVANGUARD WORLD FD
$357K
XLCSELECT SECTOR SPDR TR
$353K
TAT&T INC
$346K
PDIPIMCO DYNAMIC INCOME FD
$343K
VTWOVANGUARD SCOTTSDALE FDS
$333K
IVWISHARES TR
$322K
DOWDOW INC
$318K
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