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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 11.91%
1.3%
$25.684M
107,146 shares@ $239.72 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.85%
1.2%
$23.705M
81,796 shares@ $289.81 avg price
BILSSpdr Ser Tr
Recent Activity
Increased 1.31%
1.14%
$22.6M
227,939 shares@ $99.15 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 11.57%
1.12%
$22.113M
436,070 shares@ $50.71 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -1.42%
1.09%
$21.551M
268,485 shares@ $80.28 avg price
VVisa Inc
Recent Activity
Increased 3.16%
1.03%
$20.317M
64,287 shares@ $316.04 avg price
AGGIshares Tr
Recent Activity
Increased 6.17%
0.98%
$19.42M
200,418 shares@ $96.9 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.56%
0.96%
$19.018M
100,467 shares@ $189.3 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 0.51%
0.95%
$18.792M
77,612 shares@ $242.14 avg price
SHYIshares Tr
Recent Activity
Increased 51.79%
0.94%
$18.472M
225,321 shares@ $81.98 avg price