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Kimberly Key

@Cwa Asset Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.983BTotal holdings559
Assets growth rate5.45%Assets growth rate (2-Q avg)9.89%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwa Asset Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 559 positions.

Assets under management

The assets under management (AUM) of Cwa Asset Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.983B in assets, with a quarterly growth rate of 5.45% and a 2-quarter average growth rate of 9.89%. The portfolio is managed by Kimberly Key, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -2.53%
6.84%
$135.519M
1.009M shares@ $134.3 avg price
AAPLApple Inc
Recent Activity
Increased 2.77%
6.63%
$131.337M
524,466 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.97%
4.1%
$81.274M
192,820 shares@ $421.51 avg price
BILSpdr Ser Tr
Recent Activity
Increased 116.36%
3.02%
$59.862M
654,730 shares@ $91.44 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.19%
2.8%
$55.37M
252,382 shares@ $219.39 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.04%
1.73%
$34.165M
37,287 shares@ $916.27 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.02%
1.66%
$32.865M
72,505 shares@ $453.29 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.85%
1.52%
$30.089M
157,998 shares@ $190.44 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.22%
1.5%
$29.724M
50,766 shares@ $585.52 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -53.16%
1.32%
$25.995M
343,711 shares@ $75.63 avg price