MWA ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 48K | $2.46M |
 | NVDA | 39K | $7.31M |
 | VZ | 31K | $1.38M |
 | LRCX | 30K | $4.08M |
 | STX | 28K | $6.69M |
 | AAPL | 28K | $7.04M |
 | AVGO | 26K | $8.47M |
 | DELL | 24K | $3.36M |
 | AMZN | 23K | $5.02M |
 | GOOG | 22K | $5.45M |
 | XOM | 22K | $2.44M |
 | TSCO | 21K | $1.19M |
 | MMM | 20K | $3.10M |
 | WMT | 18K | $1.88M |
 | ABBV | 18K | $4.14M |
 | BX | 18K | $2.99M |
 | RTX | 17K | $2.90M |
 | C | 14K | $1.40M |
 | CAT | 12K | $5.61M |
 | T | 12K | $329.80K |
Bank of America Corporation
BAC
Shares Held
48K
Value
$2.46M
NVIDIA Corporation
NVDA
Shares Held
39K
Value
$7.31M
Verizon Communications Inc.
VZ
Shares Held
31K
Value
$1.38M
Lam Research Corporation
LRCX
Shares Held
30K
Value
$4.08M
Seagate Technology Holdings plc
STX
Shares Held
28K
Value
$6.69M
Apple Inc.
AAPL
Shares Held
28K
Value
$7.04M
Broadcom Inc.
AVGO
Shares Held
26K
Value
$8.47M
Dell Technologies Inc.
DELL
Shares Held
24K
Value
$3.36M
Amazon.com, Inc.
AMZN
Shares Held
23K
Value
$5.02M
Alphabet Inc.
GOOG
Shares Held
22K
Value
$5.45M
Exxon Mobil Corporation
XOM
Shares Held
22K
Value
$2.44M
Tractor Supply Company
TSCO
Shares Held
21K
Value
$1.19M
3M Company
MMM
Shares Held
20K
Value
$3.10M
Walmart Inc.
WMT
Shares Held
18K
Value
$1.88M
AbbVie Inc.
ABBV
Shares Held
18K
Value
$4.14M
Blackstone Inc.
BX
Shares Held
18K
Value
$2.99M
RTX Corporation
RTX
Shares Held
17K
Value
$2.90M
Citigroup Inc.
C
Shares Held
14K
Value
$1.40M
Caterpillar Inc.
CAT
Shares Held
12K
Value
$5.61M
AT&T Inc.
T
Shares Held
12K
Value
$329.80K