CWA Asset Management Group, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$1.6B

Holdings

532

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (532 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
99,571$90.0T5468839.12%
2
AAPLAPPLE INC
495,187$84.9T5161673.42%
3
MSFTMICROSOFT CORP
175,061$73.7T4477037.52%
4
AMZNAMAZON COM INC
248,559$44.8T2725368.78%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
68,165$28.7T1742430.77%
6
JMSTJ P MORGAN EXCHANGE TRADED F
546,871$27.7T1686719.96%
7
BILSPDR SER TR
302,204$27.7T1686361.75%
8
COSTCOSTCO WHSL CORP NEW
37,402$27.4T1665680.16%
9
GOOGALPHABET INC
147,849$22.5T1368392.40%
10
VCITVANGUARD SCOTTSDALE FDS
278,367$22.4T1362308.94%
11
BILSSPDR SER TR
224,195$22.3T1354900.46%
12
VGSHVANGUARD SCOTTSDALE FDS
381,980$22.2T1348343.17%
13
FNVFRANCO NEV CORP
179,406$21.4T1299496.93%
14
VTIVANGUARD INDEX FDS
78,285$20.3T1236777.50%
15
METAMETA PLATFORMS INC
41,676$20.2T1230125.57%
16
JPMJPMORGAN CHASE & CO
93,760$18.8T1141577.51%
17
PLTRPALANTIR TECHNOLOGIES INC
814,831$18.7T1139702.73%
18
DEDEERE & CO
42,243$17.4T1054708.43%
19
JNJJOHNSON & JOHNSON
107,785$17.1T1036446.27%
20
VVISA INC
60,115$16.8T1019804.80%
21
CELHCELSIUS HLDGS INC
198,435$16.5T1000193.24%
22
SOSOUTHERN CO
218,650$15.7T953493.49%
23
JBLJABIL INC
115,297$15.4T938786.19%
24
QCOMQUALCOMM INC
89,752$15.2T923652.89%
25
CCOCAMECO CORP
349,161$15.1T919436.68%
26
PSAPUBLIC STORAGE
51,975$15.1T916413.95%
27
CAHCARDINAL HEALTH INC
134,226$15.0T913005.71%
28
FMBFIRST TR EXCH TRADED FD III
291,119$15.0T908873.56%
29
FCNFTI CONSULTING INC
69,183$14.5T884353.06%
30
DUKDUKE ENERGY CORP NEW
148,675$14.4T874011.75%
31
SGOVISHARES TR
141,659$14.3T867207.12%
32
AGGISHARES TR
130,779$12.8T778583.02%
33
LMTLOCKHEED MARTIN CORP
27,530$12.5T761193.87%
34
PLDPROLOGIS INC.
92,178$12.0T729648.57%
35
BXBLACKSTONE INC
84,806$11.1T677222.37%
36
GOOGLALPHABET INC
73,638$11.1T675592.74%
37
ORCLORACLE CORP
88,455$11.1T675389.54%
38
RJFRAYMOND JAMES FINL INC
81,751$10.5T638166.17%
39
XLCSELECT SECTOR SPDR TR
124,937$10.2T620167.27%
40
CMCSACOMCAST CORP NEW
233,194$10.1T614489.44%
41
CASYCASEYS GEN STORES INC
31,295$10.0T605800.62%
42
SHYISHARES TR
117,912$9.6T586153.13%
43
FNFFIDELITY NATIONAL FINANCIAL
180,671$9.6T583162.43%
44
GRMNGARMIN LTD
64,358$9.6T582394.09%
45
INTUINTUIT
14,565$9.5T575489.71%
46
SPYSPDR S&P 500 ETF TR
31,966$8.7T528201.13%Put
47
FLEXFLEX LTD
288,496$8.3T501724.27%
48
GSGOLDMAN SACHS GROUP INC
19,540$8.2T496119.69%
49
PAAPLAINS ALL AMERN PIPELINE L
458,972$8.1T489911.62%
50
ABBVABBVIE INC
42,243$7.7T467598.22%
51
GOLDA-MARK PRECIOUS METALS INC
248,437$7.6T463469.11%
52
FCFSFIRSTCASH HOLDINGS INC
59,311$7.6T459821.86%
53
SLBSCHLUMBERGER LTD
135,861$7.4T452650.51%
54
CVXCHEVRON CORP NEW
46,721$7.4T447978.39%
55
TXNTEXAS INSTRS INC
41,890$7.3T443598.54%
56
HALHALLIBURTON CO
183,042$7.2T438607.17%
57
ADSKAUTODESK INC
27,542$7.2T435990.74%
58
CSCOCISCO SYS INC
138,932$6.9T421499.96%
59
SIISPROTT INC
187,561$6.9T421388.72%
60
DINOHF SINCLAIR CORP
108,668$6.6T398775.82%
61
UVEUNIVERSAL INS HLDGS INC
318,737$6.5T393698.20%
62
EXPDEXPEDITORS INTL WASH INC
52,882$6.4T390788.47%
63
BMYBRISTOL-MYERS SQUIBB CO
117,538$6.4T387457.18%
64
HDHOME DEPOT INC
16,597$6.4T386992.96%
65
PGPROCTER AND GAMBLE CO
38,374$6.2T378469.22%
66
SMMDISHARES TR
94,564$6.2T377138.79%
67
OLAORLA MNG LTD NEW
1,624,964$6.2T374360.84%
68
VEAVANGUARD TAX-MANAGED FDS
122,644$6.2T374022.45%
69
NXPINXP SEMICONDUCTORS N V
24,157$6.0T363830.55%
70
MUBISHARES TR
55,520$6.0T363133.69%
71
PHMPULTE GROUP INC
48,409$5.8T354940.03%
72
CMCCOMMERCIAL METALS CO
97,320$5.7T347669.35%
73
FLUTFLUTTER ENTMT PLC
27,965$5.7T347495.75%
74
SANMSANMINA CORPORATION
91,666$5.7T346470.64%
75
TROWPRICE T ROWE GROUP INC
45,972$5.6T340701.63%
76
G9NGRUPO AEROPUERTO DEL PACIFIC
34,179$5.6T339008.06%
77
GQ9SPDR GOLD TR
26,510$5.5T331502.99%
78
MUMICRON TECHNOLOGY INC
45,731$5.4T327714.10%
79
VOOVANGUARD INDEX FDS
10,897$5.2T318400.27%
80
ORLYOREILLY AUTOMOTIVE INC
4,438$5.0T304538.69%
81
AMTAMERICAN TOWER CORP NEW
25,342$5.0T304372.44%
82
VXUSVANGUARD STAR FDS
83,039$5.0T304372.32%
83
DO1USDDIAMOND OFFSHORE DRILLING IN
361,685$4.9T299883.29%
84
AVGOBROADCOM INC
3,709$4.9T298811.08%
85
HVTHAVERTY FURNITURE COS INC
144,000$4.9T298661.30%
86
ACNACCENTURE PLC IRELAND
14,123$4.9T297570.48%
87
FTNTFORTINET INC
71,594$4.9T297281.81%
88
MCDMCDONALDS CORP
16,692$4.7T286084.50%
89
GLWCORNING INC
137,632$4.5T275748.30%
90
UNHUNITEDHEALTH GROUP INC
8,899$4.4T267616.46%
91
SUSUNCOR ENERGY INC NEW
118,484$4.4T265835.53%
92
MCHPMICROCHIP TECHNOLOGY INC.
48,555$4.4T264777.12%
93
CMICUMMINS INC
14,688$4.3T263078.92%
94
UPSUNITED PARCEL SERVICE INC
28,950$4.3T261555.13%
95
MARMARRIOTT INTL INC NEW
16,720$4.2T256435.50%
96
MOALTRIA GROUP INC
94,223$4.1T249832.02%
97
TSLATESLA INC
22,058$3.9T235704.43%
98
SYYSYSCO CORP
46,294$3.8T228443.42%
99
RTXRTX CORPORATION
37,681$3.7T223393.27%
100
VRTXVERTEX PHARMACEUTICALS INC
8,576$3.6T217910.88%
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