MWA ASSET MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 48K | $2.62M |
 | NVDA | 39K | $7.24M |
 | LRCX | 28K | $4.78M |
 | AAPL | 27K | $7.35M |
 | STX | 25K | $6.79M |
 | AVGO | 24K | $8.27M |
 | DELL | 23K | $2.91M |
 | AMZN | 23K | $5.28M |
 | XOM | 22K | $2.60M |
 | GOOG | 21K | $6.59M |
 | TSCO | 20K | $1.02M |
 | VZ | 19K | $789.10K |
 | MMM | 19K | $3.08M |
 | ABBV | 17K | $3.98M |
 | BX | 17K | $2.64M |
 | RTX | 17K | $3.13M |
 | WMT | 17K | $1.89M |
 | C | 14K | $1.62M |
 | T | 13K | $321.17K |
 | SOLS | 13K | $623.24K |
Bank of America Corporation
BAC
Shares Held
48K
Value
$2.62M
NVIDIA Corporation
NVDA
Shares Held
39K
Value
$7.24M
Lam Research Corporation
LRCX
Shares Held
28K
Value
$4.78M
Apple Inc.
AAPL
Shares Held
27K
Value
$7.35M
Seagate Technology Holdings plc
STX
Shares Held
25K
Value
$6.79M
Broadcom Inc.
AVGO
Shares Held
24K
Value
$8.27M
Dell Technologies Inc.
DELL
Shares Held
23K
Value
$2.91M
Amazon.com, Inc.
AMZN
Shares Held
23K
Value
$5.28M
Exxon Mobil Corporation
XOM
Shares Held
22K
Value
$2.60M
Alphabet Inc.
GOOG
Shares Held
21K
Value
$6.59M
Tractor Supply Company
TSCO
Shares Held
20K
Value
$1.02M
Verizon Communications Inc.
VZ
Shares Held
19K
Value
$789.10K
3M Company
MMM
Shares Held
19K
Value
$3.08M
AbbVie Inc.
ABBV
Shares Held
17K
Value
$3.98M
Blackstone Inc.
BX
Shares Held
17K
Value
$2.64M
RTX Corporation
RTX
Shares Held
17K
Value
$3.13M
Walmart Inc.
WMT
Shares Held
17K
Value
$1.89M
Citigroup Inc.
C
Shares Held
14K
Value
$1.62M
AT&T Inc.
T
Shares Held
13K
Value
$321.17K
Solstice Advanced Materials Inc.
SOLS
Shares Held
13K
Value
$623.24K