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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
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
DEDeere & Co
Recent Activity
Increased 0.97%
0.89%
$17.617M
41,579 shares@ $423.71 avg price
CAHCardinal Health Inc
Recent Activity
Increased 10.11%
0.77%
$15.263M
129,052 shares@ $118.27 avg price
GRMNGarmin Ltd
Recent Activity
Increased 0.89%
0.71%
$13.996M
67,856 shares@ $206.26 avg price
MOAltria Group Inc
Recent Activity
Increased 5.26%
0.64%
$12.573M
240,454 shares@ $52.29 avg price
QCOMQualcomm Inc
Recent Activity
Increased 1.6%
0.63%
$12.344M
80,353 shares@ $153.63 avg price
UVEUniversal Ins Hldgs Inc
Recent Activity
Increased 100.03%
0.61%
$12.017M
570,615 shares@ $21.07 avg price