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MWA Asset Management

All holdings · as of Dec 31, 2025

121 positions

CompanyClassValueShares% of portfolio
ISHARES TR$910.7K13,1190.5%
WILLIAMS SONOMA INC$872.1K4,8830.5%
KLA CORP$871.2K7170.5%
ISHARES TR$862.5K4,7590.5%
AMERICAN EXPRESS CO$820.3K2,2170.5%
VERIZON COMMUNICATIONS INC$789.1K19,3730.4%
Alphabet Inc.$787.5K2,5160.4%
ISHARES TR$782.9K3,7220.4%
MCDONALD'S CORP$768.0K2,5130.4%
SPDR SERIES TRUST$755.3K5,4280.4%
SELECT SECTOR SPDR TR$753.2K17,6430.4%
Waste Connections Inc$746.0K4,2540.4%
HONEYWELL INTERNATIONAL INC$738.3K3,7840.4%
SPDR S&P 500 ETF TR$731.0K1,0720.4%
PROSHARES TR$730.0K8,4320.4%
CARDINAL HEALTH INC$708.8K3,4490.4%
Trane Technologies plc$699.7K1,7980.4%
FIRST TR EXCHANGE-TRADED FD$674.0K2,5040.4%
PACER FDS TR$668.9K11,1170.4%
Solstice Advanced Materials Inc.$623.2K12,8290.3%
VANGUARD ADMIRAL FDS INC$611.8K1,3760.3%
AUTOMATIC DATA PROCESSING INC$578.2K2,2480.3%
SPROTT FDS TR$564.6K10,1190.3%
VANGUARD WHITEHALL FDS$558.6K3,8920.3%
STATE STREET CORPORATION$549.9K4,2630.3%
ISHARES TR$544.1K4,4140.3%
Vertiv Holdings Co$522.8K3,2270.3%
INVESCO EXCH TRADED FD TR II$514.3K2,0330.3%
Merck & Co., Inc.$512.2K4,8660.3%
WISDOMTREE TR$508.5K5,6860.3%
VANGUARD INDEX FDS$467.5K1,5470.3%
ISHARES TR$436.7K4,5360.2%
VANGUARD WORLD FD$416.9K1,0100.2%
SELECT SECTOR SPDR TR$415.0K3,5250.2%
ISHARES TR$408.0K3,8600.2%
ISHARES TR$381.0K1,2650.2%
Duke Energy Corp$378.4K3,2280.2%
VANGUARD INDEX FDS$376.9K1,7800.2%
VANGUARD WORLD FD$374.0K4960.2%
SELECT SECTOR SPDR TR$371.9K2,3980.2%
VANGUARD SCOTTSDALE FDS$370.4K3,0420.2%
INTUIT INC.$367.6K5550.2%
Northrop Grumman Corp$350.2K6140.2%
SPDR SERIES TRUST$343.3K1,8340.2%
VANGUARD WORLD FD$343.1K1,3660.2%
ALTRIA GROUP, INC.$330.9K5,7380.2%
PIMCO Dynamic Income FundPDIClosed-End Fund$321.9K18,1750.2%
AT&T INC.$321.2K12,9300.2%
PAYCHEX INC$315.7K2,8140.2%
ELI LILLY & Co$314.9K2950.2%
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