CWA Asset Management Group, LLC
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,774,515
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 643 | 2,774,515 | 13F-HR | CWA Asset Management Group, LLC |
| Q3 2025 | 10/22/2025 | 660 | 2,702,279 | 13F-HR | CWA Asset Management Group, LLC |
| Q2 2025 | 7/17/2025 | 639 | 2,367,821 | 13F-HR | CWA Asset Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
762
(0.0% of total reported value)
· QoQ Δ:
+762
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.643 M | 95.3% | 68.14 K | 0 | 68.14 K |
| ETFs | 124.3 K | 4.5% | 3.276 K | 0 | 3.276 K |
| Debt | 1.555 K | 0.1% | 24 | 0 | 24 |
| Other | 3.526 K | 0.1% | 656 | 0 | 656 |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
2,774,515
Holdings
643
QoQ value change ($000)
72,236
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.