• 13F History

MWA Asset Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$150M
Signature - Title
Michael Capobianco - CCO
Location
Lexington, MA
Summary
This page shows a list of all the recent 13F filings made by MWA Asset Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MWA Asset Management reported 125 stock holdings with total value $150M as of Q4 2024. Top holdings included AVGO, AAPL, NVDA, AMZN, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 125 $150M +$7.09M -$8.61M -$1.52M AVGO, AAPL, NVDA, AMZN, META 13F-HR 1/28/2025, 12:30 PM
Q3 2024 128 $150M +$10.2M -$4.58M +$5.6M AAPL, AVGO, META, NVDA, MSFT 13F-HR 11/8/2024, 05:02 PM
Q2 2024 121 $140M +$6.93M -$3.23M +$3.7M AAPL, AVGO, MSFT, AMZN, NVDA 13F-HR 7/26/2024, 05:02 PM
Q1 2024 123 $138M +$10.1M -$4.59M +$5.54M AAPL, AVGO, MSFT, AMZN, CAT 13F-HR 5/8/2024, 10:12 AM
Q4 2023 116 $121M +$7.25M -$3.66M +$3.59M AAPL, AVGO, MSFT, AMZN, CAT 13F-HR 1/23/2024, 06:26 PM
Q3 2023 109 $104M AAPL, MSFT, AVGO, CAT, GOOG 13F-HR 10/27/2023, 05:35 PM