CWA Asset Management Group, LLC Q2 2023 Filing

Filed July 27, 2023

Portfolio Value

$1.5B

Holdings

356

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (356 positions)

#StockSharesValue% PortfolioType
1
BILSPDR SER TR
1,005,556$92.3T6345970.18%
2
AAPLAPPLE INC
429,303$83.3T5723378.20%
3
FNVFRANCO NEV CORP
445,852$63.6T4369830.74%
4
FCNFTI CONSULTING INC
308,140$58.6T4028220.80%
5
IEIISHARES TR
465,322$53.6T3686264.74%
6
VGSHVANGUARD SCOTTSDALE FDS
903,543$52.2T3585130.74%
7
MSFTMICROSOFT CORP
135,974$46.3T3182580.81%
8
NVDANVIDIA CORPORATION
80,469$34.0T2339614.32%
9
JNJJOHNSON & JOHNSON
183,541$30.4T2088038.21%
10
WPMWHEATON PRECIOUS METALS CORP
617,771$26.7T1835129.60%
11
AMZNAMAZON COM INC
199,539$26.0T1787832.02%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
65,926$22.5T1545132.48%
13
SHYISHARES TR
271,774$22.0T1514523.27%
14
LMTLOCKHEED MARTIN CORP
41,443$19.1T1311359.29%
15
MUBISHARES TR
173,013$18.5T1269170.71%
16
COSTCOSTCO WHSL CORP NEW
34,247$18.4T1267277.85%
17
GOLDA-MARK PRECIOUS METALS INC
448,828$16.8T1154814.25%
18
FMBFIRST TR EXCH TRADED FD III
320,078$16.2T1114927.89%
19
GOOGALPHABET INC
132,265$16.0T1099704.80%
20
MCDMCDONALDS CORP
52,648$15.7T1079807.77%
21
JMSTJ P MORGAN EXCHANGE TRADED F
302,604$15.3T1053438.80%
22
SOSOUTHERN CO
213,030$15.0T1028587.00%
23
GQ9SPDR GOLD TR
82,388$14.7T1009473.31%
24
DUKDUKE ENERGY CORP NEW
162,829$14.6T1004319.90%
25
RGLDROYAL GOLD INC
126,570$14.5T998506.61%
26
PSAPUBLIC STORAGE
48,782$14.2T978640.03%
27
VVISA INC
57,332$13.6T935786.95%
28
CASYCASEYS GEN STORES INC
55,064$13.4T922995.78%
29
PFEPFIZER INC
365,016$13.4T920227.90%
30
CAHCARDINAL HEALTH INC
135,124$12.8T878298.30%
31
CCOCAMECO CORP
405,134$12.7T872396.48%
32
JPMJPMORGAN CHASE & CO
85,834$12.5T858016.17%
33
DINOHF SINCLAIR CORP
277,196$12.4T849911.71%
34
VTIVANGUARD INDEX FDS
54,851$12.1T830457.04%
35
BILSSPDR SER TR
117,141$11.7T800777.14%
36
ORLYOREILLY AUTOMOTIVE INC
11,975$11.4T786266.80%
37
QCOMQUALCOMM INC
94,809$11.3T775704.58%
38
MMM3M CO
112,020$11.2T770619.98%
39
DEDEERE & CO
27,373$11.1T762326.31%
40
PBRPETROLEO BRASILEIRO SA PETRO
771,662$10.7T733506.17%
41
PLDPROLOGIS INC.
86,917$10.7T732579.12%
42
SIISPROTT INC
312,370$10.1T695616.11%
43
RPRXROYALTY PHARMA PLC
326,087$10.0T688957.63%
44
ICLICL GROUP LTD
1,767,761$9.7T665822.74%
45
RJFRAYMOND JAMES FINL INC
77,033$8.0T549416.78%
46
AGGISHARES TR
81,194$8.0T546618.66%
47
SGOVISHARES TR
78,432$7.9T542469.56%
48
CELHCELSIUS HLDGS INC
51,517$7.7T528251.45%
49
BXBLACKSTONE INC
81,383$7.6T520035.31%
50
TROWPRICE T ROWE GROUP INC
67,354$7.5T518578.76%
51
RTXRAYTHEON TECHNOLOGIES CORP
73,370$7.2T493993.91%
52
TXNTEXAS INSTRS INC
39,079$7.0T483525.52%
53
BACVERIZON COMMUNICATIONS INC
184,140$6.8T470683.62%
54
VTVVANGUARD INDEX FDS
46,419$6.6T453356.46%
55
SPYSPDR S&P 500 ETF TR
14,663$6.5T446744.03%
56
VEAVANGUARD TAX-MANAGED FDS
140,045$6.5T444505.31%
57
FNFFIDELITY NATIONAL FINANCIAL
174,478$6.3T431716.41%
58
SLBSCHLUMBERGER LTD
127,784$6.3T431408.56%
59
GSGOLDMAN SACHS GROUP INC
18,909$6.1T419179.88%
60
ESLTELBIT SYS LTD
28,912$6.0T415232.44%
61
PAAPLAINS ALL AMERN PIPELINE L
427,670$6.0T414460.04%
62
UPSUNITED PARCEL SERVICE INC
32,960$5.9T406076.05%
63
MOALTRIA GROUP INC
130,012$5.9T404796.28%
64
INTUINTUIT
12,648$5.8T398307.97%
65
GRMNGARMIN LTD
55,529$5.8T398033.12%
66
OLAORLA MNG LTD NEW
1,353,326$5.7T390666.63%
67
GLWCORNING INC
150,733$5.3T363018.02%
68
FCFSFIRSTCASH HOLDINGS INC
55,700$5.2T357301.57%
69
PEOEXELON CORP
127,462$5.2T356909.39%
70
CMCSACOMCAST CORP NEW
120,718$5.0T344743.40%
71
GOOGLALPHABET INC
40,788$4.9T335568.52%
72
HALHALLIBURTON CO
145,527$4.8T329973.86%
73
MCXMCCORMICK & CO INC
52,667$4.6T315761.40%
74
PKXPOSCO HOLDINGS INC
61,021$4.5T310151.96%
75
HVTHAVERTY FURNITURE COS INC
144,000$4.4T299096.66%
76
AMTAMERICAN TOWER CORP NEW
22,415$4.3T298779.88%
77
GNRCGENERAC HLDGS INC
28,639$4.3T293546.89%
78
PLTRPALANTIR TECHNOLOGIES INC
272,390$4.2T287004.01%
79
PGPROCTER AND GAMBLE CO
26,881$4.1T280344.91%
80
VOOVANGUARD INDEX FDS
9,796$4.0T274226.17%
81
DARDARLING INGREDIENTS INC
62,518$4.0T274102.04%
82
G9NGRUPO AEROPUERTO DEL PACIFIC
20,038$3.6T246139.95%
83
ABBVABBVIE INC
26,129$3.5T241957.10%
84
HDHOME DEPOT INC
10,993$3.4T234706.49%
85
WOPWOODSIDE ENERGY GROUP LTD
146,946$3.4T234214.45%
86
SLVISHARES SILVER TR
154,777$3.2T222228.39%
87
SYYSYSCO CORP
42,179$3.1T215107.07%
88
BRK-BBERKSHIRE HATHAWAY INC DEL
6$3.1T213538.56%
89
UNHUNITEDHEALTH GROUP INC
6,432$3.1T212465.11%
90
MUMICRON TECHNOLOGY INC
48,684$3.1T211173.31%
91
VBRVANGUARD INDEX FDS
18,438$3.0T209603.21%
92
WMTWALMART INC
18,933$3.0T204539.15%
93
VBVANGUARD INDEX FDS
14,045$2.8T191993.63%
94
XLESELECT SECTOR SPDR TR
34,215$2.8T190882.86%
95
DFUSDIMENSIONAL ETF TRUST
56,487$2.7T186976.86%
96
XOMEXXON MOBIL CORP
25,364$2.7T186967.51%
97
QRVOQORVO INC
26,427$2.7T185323.46%
98
METAMETA PLATFORMS INC
8,147$2.3T160695.59%
99
ACNACCENTURE PLC IRELAND
7,306$2.3T154955.29%
100
VWOVANGUARD INTL EQUITY INDEX F
55,414$2.3T154936.94%
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