CWA Asset Management Group, LLC

données du 31/12/2025

Capitalisation

$ 2.775 B 2.67 %

Période de détention moyenne

4 ans

Performance

$ 902.193 M 98.18 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans CWA Asset Management Group, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/12/31 NVIDIA CORPORATION 6.66% 184.714 M $ 990424 2024/09/30 -78.438 K $ -0.04 %
2025/12/31 APPLE INC 5.46% 151.499 M $ 557270 2024/09/30 9.367 M $ 6.77 %
2025/12/31 MICROSOFT CORP 3.59% 99.544 M $ 205832 2024/09/30 -6.994 M $ -6.63 %
2025/12/31 ISHARES TR 2.56% 71.099 M $ 858478 2024/09/30 -111.938 K $ -0.17 %
2025/12/31 SPDR GOLD TR 2.38% 66.156 M $ 166931 2024/09/30 6.568 M $ 11.49 %
2025/12/31 AMAZON COM INC 2.09% 57.864 M $ 250687 2024/09/30 2.842 M $ 5.12 %
2025/12/31 ALPHABET INC 1.78% 49.484 M $ 157692 2024/09/30 11.039 M $ 28.84 %
2025/12/31 ORLA MNG LTD NEW 1.64% 45.418 M $ 3371814 2024/09/30 8.348 M $ 24.72 %
2025/12/31 SPDR SERIES TRUST 1.52% 42.220 M $ 462029 2024/09/30 -191.645 K $ -0.40 %
2025/12/31 ALPHABET INC 1.49% 41.370 M $ 132172 2024/09/30 8.981 M $ 28.75 %
2025/12/31 CAPITOL SER TR 1.43% 39.655 M $ 1563997 2025/06/30 -169.828 K $ -0.47 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.40% 38.925 M $ 77440 2024/09/30 -6.947 K $ -0.02 %
2025/12/31 VANGUARD SCOTTSDALE FDS 1.31% 36.393 M $ 434549 2024/09/30 -146.625 K $ -0.43 %
2025/12/31 META PLATFORMS INC 1.29% 35.831 M $ 54282 2024/09/30 -4.362 M $ -10.12 %
2025/12/31 VANGUARD INDEX FDS 1.19% 33.078 M $ 98661 2024/09/30 671.510 K $ 2.16 %
2025/12/31 FRANCO NEV CORP 1.15% 32.044 M $ 154592 2024/09/30 -2.273 M $ -7.01 %
2025/12/31 JPM JPMORGAN CHASE & CO. 1.15% 31.804 M $ 98703 2024/09/30 688.057 K $ 2.15 %
2025/12/31 COSTCO WHSL CORP NEW 1.08% 29.853 M $ 34618 2024/09/30 -2.268 M $ -6.84 %
2025/12/31 BROADCOM INC 0.97% 26.800 M $ 77434 2024/09/30 1.221 M $ 4.91 %
2025/12/31 FTI CONSULTING INC 0.96% 26.497 M $ 155109 2024/09/30 1.081 M $ 5.68 %
2025/12/31 VISA INC 0.86% 23.872 M $ 68069 2024/09/30 641.941 K $ 2.73 %
2025/12/31 PALANTIR TECHNOLOGIES INC 0.84% 23.345 M $ 131335 2024/09/30 -616.010 K $ -2.56 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 0.81% 22.458 M $ 440879 2024/09/30 -52.539 K $ -0.20 %
2025/12/31 ALTRIA GROUP INC 0.74% 20.536 M $ 356150 2024/09/30 -2.818 M $ -12.72 %
2025/12/31 JOHNSON & JOHNSON 0.73% 20.228 M $ 97741 2024/09/30 2.152 M $ 11.61 %
2025/12/31 SPDR SERIES TRUST 0.70% 19.556 M $ 197101 2024/09/30 -63.934 K $ -0.30 %
2025/12/31 CAMECO CORP 0.70% 19.555 M $ 213739 2024/09/30 1.688 M $ 9.10 %
2025/12/31 IVV ISHARES TR 0.69% 19.144 M $ 27949 2024/09/30 421.904 K $ 2.34 %
2025/12/31 ABBVIE INC 0.69% 19.103 M $ 83604 2024/09/30 -218.501 K $ -1.32 %
2025/12/31 SOUTHERN CO 0.65% 18.155 M $ 208204 2024/09/30 -1.529 M $ -7.99 %
2025/12/31 CARDINAL HEALTH INC 0.60% 16.773 M $ 81621 2024/09/30 4.172 M $ 30.93 %
2025/12/31 QUALCOMM INC 0.58% 16.114 M $ 94207 2024/09/30 427.249 K $ 2.82 %
2025/12/31 GOLD ROYALTY CORP 0.57% 15.928 M $ 3942457 2025/12/31 0.000 $ 0.00 %
2025/12/31 DUKE ENERGY CORP NEW 0.57% 15.720 M $ 134121 2024/09/30 -901.807 K $ -5.28 %
2025/12/31 GOLDMAN SACHS GROUP INC 0.53% 14.813 M $ 16852 2024/09/30 1.428 M $ 10.38 %
2025/12/31 OR ROYALTIES INC. 0.52% 14.472 M $ 408918 2025/06/30 -1.790 M $ -11.70 %
2025/12/31 GREENLIGHT CAPITAL RE LTD 0.51% 14.246 M $ 977105 2024/09/30 1.719 M $ 14.80 %
2025/12/31 SPDR S&P 500 ETF TR 0.51% 14.140 M $ 20736 2024/09/30 331.940 K $ 2.36 %
2025/12/31 INTUIT 0.49% 13.711 M $ 20698 2024/09/30 -263.808 K $ -3.00 %
2025/12/31 TESLA INC 0.49% 13.585 M $ 30208 2024/09/30 148.685 K $ 1.12 %
2025/12/31 ORACLE CORP 0.47% 13.124 M $ 67336 2024/09/30 -6.110 M $ -30.70 %
2025/12/31 ISHARES TR 0.47% 13.002 M $ 173504 2024/09/30 191.951 K $ 1.64 %
2025/12/31 CASEYS GEN STORES INC 0.46% 12.632 M $ 22854 2024/09/30 -290.761 K $ -2.23 %
2025/12/31 SELECT SECTOR SPDR TR 0.45% 12.387 M $ 105223 2024/09/30 -71.134 K $ -0.55 %
2025/12/31 BLACKSTONE INC 0.43% 11.991 M $ 77795 2024/09/30 -1.338 M $ -9.78 %
2025/12/31 DEERE & CO 0.41% 11.337 M $ 24351 2024/09/30 205.813 K $ 1.82 %
2025/12/31 OREILLY AUTOMOTIVE INC 0.40% 11.110 M $ 121804 2024/09/30 -1.924 M $ -15.40 %
2025/12/31 ALAMOS GOLD INC NEW 0.39% 10.796 M $ 279843 2024/09/30 376.888 K $ 10.67 %
2025/12/31 LOCKHEED MARTIN CORP 0.39% 10.711 M $ 22145 2024/09/30 -351.483 K $ -3.11 %
2025/12/31 GM GENERAL MTRS CO 0.38% 10.659 M $ 131080 2024/09/30 2.496 M $ 33.38 %
2025/12/31 PUBLIC STORAGE OPER CO 0.38% 10.634 M $ 40980 2024/09/30 -1.254 M $ -10.16 %
2025/12/31 JABIL INC 0.37% 10.396 M $ 45593 2024/09/30 520.159 K $ 5.00 %
2025/12/31 RELIANCE INC 0.37% 10.297 M $ 35647 2025/12/31 0.000 $ 0.00 %
2025/12/31 FIRSTCASH HOLDINGS INC 0.36% 10.062 M $ 63133 2024/09/30 57.390 K $ 0.61 %
2025/12/31 GARMIN LTD 0.36% 10.012 M $ 49356 2024/09/30 -2.202 M $ -17.61 %
2025/12/31 CORE LABORATORIES INC 0.36% 9.978 M $ 622453 2025/12/31 0.000 $ 0.00 %
2025/12/31 C CITIGROUP INC 0.36% 9.929 M $ 85087 2024/09/30 1.241 M $ 14.97 %
2025/12/31 SYNCHRONY FINANCIAL 0.34% 9.390 M $ 112553 2024/09/30 1.314 M $ 17.42 %
2025/12/31 VANGUARD TAX-MANAGED FDS 0.34% 9.349 M $ 149654 2024/09/30 385.037 K $ 4.26 %
2025/12/31 BANK AMERICA CORP 0.33% 9.293 M $ 168966 2024/09/30 538.005 K $ 6.61 %
2025/12/31 RAYMOND JAMES FINL INC 0.33% 9.162 M $ 57053 2024/09/30 -714.703 K $ -6.96 %
2025/12/31 ISHARES TR 0.32% 8.918 M $ 83258 2024/09/30 52.742 K $ 0.58 %
2025/12/31 HUNTINGTON INGALLS INDS INC 0.32% 8.886 M $ 26130 2025/03/31 1.291 M $ 18.11 %
2025/12/31 VANGUARD INDEX FDS 0.32% 8.878 M $ 14157 2024/09/30 212.686 K $ 2.41 %
2025/12/31 MESABI TR 0.32% 8.790 M $ 228244 2025/09/30 1.487 M $ 31.96 %
2025/12/31 VANGUARD SCOTTSDALE FDS 0.32% 8.767 M $ 109957 2024/09/30 -29.414 K $ -0.25 %
2025/12/31 CORNING INC 0.32% 8.749 M $ 99923 2024/09/30 577.685 K $ 6.74 %
2025/12/31 LAM RESEARCH CORP 0.31% 8.595 M $ 50210 2025/03/31 1.774 M $ 27.84 %
2025/12/31 AGNICO EAGLE MINES LTD 0.31% 8.591 M $ 50676 2024/09/30 62.385 K $ 0.58 %
2025/12/31 CISCO SYS INC 0.31% 8.582 M $ 111412 2024/09/30 991.079 K $ 12.58 %
2025/12/31 ISHARES TR 0.31% 8.463 M $ 76833 2025/09/30 -5.425 K $ -0.31 %
2025/12/31 RTX CORPORATION 0.30% 8.432 M $ 45977 2024/09/30 724.274 K $ 9.60 %
2025/12/31 FIDELITY NATIONAL FINANCIAL 0.30% 8.382 M $ 153552 2024/09/30 -922.158 K $ -9.75 %
2025/12/31 PROLOGIS INC. 0.30% 8.301 M $ 65025 2024/09/30 888.119 K $ 11.47 %
2025/12/31 INTERACTIVE BROKERS GROUP IN 0.29% 8.103 M $ 126002 2024/09/30 -586.314 K $ -6.54 %
2025/12/31 BANK NEW YORK MELLON CORP 0.28% 7.734 M $ 66622 2024/09/30 30.573 K $ 6.54 %
2025/12/31 PROCTER AND GAMBLE CO 0.28% 7.720 M $ 53871 2024/09/30 -576.889 K $ -6.73 %
2025/12/31 APPLOVIN CORP 0.28% 7.702 M $ 11430 2024/09/30 -627.063 K $ -6.22 %
2025/12/31 INCYTE CORP 0.26% 7.333 M $ 74244 2024/12/31 980.047 K $ 16.46 %
2025/12/31 WALMART INC 0.26% 7.300 M $ 65523 2024/09/30 559.708 K $ 8.10 %
2025/12/31 EXPEDIA GROUP INC 0.26% 7.245 M $ 25574 2025/06/30 1.713 M $ 32.54 %
2025/12/31 ISHARES SILVER TR 0.26% 7.232 M $ 112269 2024/09/30 2.713 M $ 52.04 %
2025/12/31 ELI LILLY & CO 0.26% 7.221 M $ 6719 2024/09/30 1.830 M $ 40.85 %
2025/12/31 MAGNA INTL INC 0.25% 7.026 M $ 131814 2025/09/30 719.392 K $ 12.49 %
2025/12/31 SPROTT INC 0.25% 7.011 M $ 71604 2024/09/30 666.723 K $ 17.71 %
2025/12/31 GILEAD SCIENCES INC 0.25% 6.971 M $ 56792 2024/09/30 643.492 K $ 10.58 %
2025/12/31 CUMMINS INC 0.25% 6.847 M $ 13413 2024/09/30 1.204 M $ 20.85 %
2025/12/31 FIRST TR EXCH TRADED FD III 0.25% 6.842 M $ 133812 2024/09/30 77.227 K $ 0.85 %
2025/12/31 PHILIP MORRIS INTL INC 0.24% 6.756 M $ 42122 2024/09/30 -60.080 K $ -1.11 %
2025/12/31 WELLS FARGO CO NEW 0.24% 6.713 M $ 72027 2024/09/30 629.538 K $ 11.19 %
2025/12/31 UNUM GROUP 0.24% 6.557 M $ 84610 2024/09/30 -24.421 K $ -0.36 %
2025/12/31 PHM PULTE GROUP INC 0.24% 6.535 M $ 55734 2024/09/30 -862.222 K $ -11.25 %
2025/12/31 ZOOM COMMUNICATIONS INC 0.23% 6.383 M $ 73973 2025/09/30 254.437 K $ 4.59 %
2025/12/31 ISHARES TR 0.23% 6.373 M $ 63489 2024/09/30 -17.879 K $ -0.32 %
2025/12/31 SLB SLB LIMITED 0.23% 6.338 M $ 165145 2024/09/30 715.805 K $ 11.67 %
2025/12/31 BRISTOL-MYERS SQUIBB CO 0.22% 6.207 M $ 115068 2024/09/30 1.329 M $ 19.60 %
2025/12/31 CHEVRON CORP NEW 0.22% 6.039 M $ 39624 2024/09/30 -121.288 K $ -1.85 %
2025/12/31 AUTODESK INC 0.22% 6.028 M $ 20364 2024/09/30 -457.199 K $ -6.82 %
2025/12/31 ISHARES TR 0.21% 5.913 M $ 66095 2024/09/30 137.703 K $ 2.46 %
2025/12/31 MERCK & CO INC 0.21% 5.852 M $ 55592 2024/09/30 636.828 K $ 25.41 %