Fund HoldingsMWA Asset Management

Total Portfolio Value
$150.35M
Total Bought
$8.36M
Total Sold
$15.87M
Net Transaction
-$7.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)31,02829,962-1,0665,3526,9464.62%+1,594
LAM RESEARCH CORP(LRCX)017,821+17,82101,2870.86%+1,287
AMAZON COM INC(AMZN)022,338+22,33804,9013.26%+4,901
INTERNATIONAL BUSINESS MACHS(IBM)2,7455,287+2,5426071,1620.77%+555
ORACLE CORP(ORCL)02,841+2,84104730.31%+473
ALPHABET INC(GOOG)021,782+21,78204,1482.76%+4,148
NVIDIA CORPORATION(NVDA)37,13637,042-944,5104,9743.31%+465
VANGUARD WHITEHALL FDS03,218+3,21804110.27%+411
VISA INC(V)9,8359,747-882,7043,0802.05%+376
DOMINION ENERGY INC(D)06,155+6,15503320.22%+332
APPLE INC(AAPL)27,47526,881-5946,4026,7324.48%+330
SERVICENOW INC(NOW)1,4021,484+821,2541,5731.05%+319
BLACKSTONE INC(BX)16,15216,088-642,4732,7741.84%+300
JPMORGAN CHASE & CO.(JPM)10,25110,215-362,1612,4491.63%+287
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,0147,562+5481,2181,4930.99%+275
SHOPIFY INC(SHOP)11,56311,202-3619271,1910.79%+264
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
02,282+2,28202360.16%+236
DIGITAL RLTY TR INC(DLR)01,227+1,22702180.14%+218
BANK AMERICA CORP44,05844,658+6001,7481,9631.31%+214
WALMART INC(WMT)17,96118,396+4351,4501,6621.11%+212
CITIGROUP INC(C)12,58514,183+1,5987889980.66%+211
MORGAN STANLEY(MS)01,663+1,66302090.14%+209
GRAYSCALE BITCOIN TRUST ETF(GBTC)02,752+2,75202040.14%+204
DISNEY WALT CO(DIS)013,452+13,45201,4981.00%+1,498
SALESFORCE INC(CRM)03,620+3,62001,2100.81%+1,210
ISHARES TR15,49315,556+631,8171,9721.31%+154
ISHARES TR9,64110,281+6402,1302,2721.51%+142
CADENCE DESIGN SYSTEM INC(CDNS)04,343+4,34301,3050.87%+1,305
WILLIAMS SONOMA INC(WSM)4,2254,117-1086557620.51%+108
ISHARES TR2,2623,081+8192173130.21%+96
CUMMINS INC(CMI)3,6763,690+141,1901,2860.86%+96
COSTCO WHSL CORP NEW(COST)4,1994,159-403,7233,8112.53%+88
PALO ALTO NETWORKS INC(PANW)07,830+7,83001,4250.95%+1,425
VERTEX PHARMACEUTICALS INC(VRTX)03,186+3,18601,2830.85%+1,283
MASTERCARD INCORPORATED(MA)1,9802,003+239781,0550.70%+77
FIRST TR EXCHANGE-TRADED FD2,7302,685-455786530.43%+75
HONEYWELL INTL INC(HON)03,439+3,43907770.52%+777
GLOBAL X FDS
DATA CTR DIG ETF
12,99017,710+4,7202292930.19%+64
ALPHABET INC(GOOG)02,221+2,22104200.28%+420
AMERICAN EXPRESS CO(AXP)2,4562,418-386667180.48%+52
DEERE & CO(DE)8,2098,204-53,4263,4762.31%+50
AUTOMATIC DATA PROCESSING IN2,4642,481+176827260.48%+44
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
3,0003,470+4702683100.21%+42
ISHARES TR4,0003,965-353573970.26%+39
CARDINAL HEALTH INC(CAH)03,324+3,32403930.26%+393
STATE STR CORP(STT)4,3904,320-703884240.28%+36
ISHARES TR21,56222,128+5661,3441,3790.92%+35
PAYCHEX INC(PAYX)3,9314,007+765285620.37%+34
ISHARES TR5,7605,803+431,6361,6701.11%+34
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
7,9418,547+6063633910.26%+28
ISHARES TR4,8014,557-2441,8031,8301.22%+28
VANGUARD ADMIRAL FDS INC1,0711,084+133703970.26%+27
TRAVELERS COMPANIES INC(TRV)3,6803,686+68628880.59%+26
ELI LILLY & CO(LLY)0335+33502590.17%+259
VANGUARD INDEX FDS1,7351,731-44644850.32%+21
MCDONALDS CORP(MCD)2,6332,836+2038028220.55%+20
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,665+3,66503550.24%+355
PACER FDS TR
US CASH COWS 100
9,90110,441+5405735900.39%+17
TJX COS INC NEW(TJX)8,8478,728-1191,0401,0540.70%+15
VANGUARD WORLD FD1,1861,154-323823970.26%+14
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,2391,153-862482590.17%+10
AT&T INC(T)12,15312,165+122672770.18%+10
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,827+1,82703850.26%+385
SPDR SER TR
ST STR P500GRW
2,6602,575-852212260.15%+6
ISHARES TR4,3144,364+503803860.26%+6
FIDELITY COVINGTON TRUST5,2304,940-2902242290.15%+5
PROSHARES TR
RUSS 2000 DIVD
5,5465,741+1953843880.26%+4
GRAINGER W W INC(GWW)1,7101,690-201,7771,7811.18%+4
VANGUARD WORLD FD
INF TECH ETF
584551-333433430.23%0
PROSPECT CAP CORP(PSEC)53,00053,000053520.03%-1
WISDOMTREE TR(WT)4,0714,070-12082070.14%-1
VANGUARD WORLD FD1,5801,530-503273250.22%-1
FEDEX CORP(FDX)2,4062,333-736586560.44%-2
INTUIT(INTU)0950+95005970.40%+597
WISDOMTREE TR(WT)5,8345,908+744854780.32%-7
PROCTER AND GAMBLE CO(PG)1,6291,62902822730.18%-9
ISHARES TR11,68911,876+1871,5461,5361.02%-10
VANGUARD INDEX FDS2,7682,748-205565450.36%-11
PIMCO DYNAMIC INCOME FD(PDI)16,46517,550+1,0853343220.21%-12
ISHARES TR3,9804,014+347557430.49%-12
SPDR SER TR
ST STR SP METAL
5,1505,554+4043283150.21%-13
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,116+4,11609570.64%+957
TRANE TECHNOLOGIES PLC(TT)1,7161,763+476676510.43%-16
STARBUCKS CORP(SBUX)3,6753,748+733583420.23%-16
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,9462,901-453993820.25%-17
ISHARES TR7,5917,609+181,2661,2490.83%-17
ISHARES TR01,133+1,13302440.16%+244
DANAHER CORPORATION(DHR)1,2601,432+1723503290.22%-22
PROSHARES TR
S&P 500 DV ARIST
2,4452,405-402612390.16%-22
LOWES COS INC(LOW)1,0531,050-32852590.17%-26
DUKE ENERGY CORP NEW(DUK)3,3003,260-403803510.23%-29
JOHNSON & JOHNSON(JNJ)1,6681,603-652702320.15%-38
ISHARES TR
CORE DIV GRWTH
13,81713,482-3358668270.55%-39
WASTE MGMT INC DEL(WM)04,405+4,40508890.59%+889
VANGUARD SPECIALIZED FUNDS1,6961,506-1903362950.20%-41
PROSHARES TR
S&P TECH DIVIDEN
8,4898,042-4476546070.40%-48
SELECT SECTOR SPDR TR
ST STR UTIL ETF
9,0008,955-457276780.45%-49
META PLATFORMS INC(META)8,0047,734-2704,5824,5293.01%-53
ACCENTURE PLC IRELAND
SHS CLASS A
3,0662,923-1431,0841,0280.68%-55
WASTE CONNECTIONS INC(WCN)4,9084,726-1828788110.54%-67
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