MWA Asset Management
RIA/Wealth
MWA Asset Management is a RIA/Wealth based in Danvers, MA led by Randall Jonathan Tavilla, reporting $254.2M in AUM as of Q3 2025 with 32% Technology concentration.
DirectorRandall Jonathan Tavilla
- Portfolio Value
- $181.0M
- Positions
- 125
- Top Holding
- AVGO at 4.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MWA Asset Management's portfolio (34.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $8.5M | 4.68% | -$812.9K Sold | 0.00% 25.7K shares | |
Semiconductors Technology | $7.3M | 4.04% | -$42.9K Sold | 0.00% 39.2K shares | |
Consumer Electronics Technology | $7.0M | 3.89% | +$223.3K Bought | 0.00% 27.6K shares | |
Computer Hardware Technology | $6.7M | 3.69% | -$269.8K Sold | 0.01% 28.3K shares | |
Agricultural - Machinery Industrials | $5.6M | 3.10% | +$25.8K Bought | 0.00% 11.8K shares | |
Software - Infrastructure Technology | $5.6M | 3.07% | -$116.5K Sold | 0.00% 10.7K shares | |
Internet Content & Information Communication Services | $5.5M | 3.03% | -$99.9K Sold | 0.00% 7.5K shares | |
Internet Content & Information Communication Services | $5.4M | 3.01% | -$32.4K Sold | 0.00% 22.4K shares | |
Rental & Leasing Services Industrials | $5.1M | 2.80% | +$17.2K Bought | 0.01% 5.3K shares | |
Specialty Retail Consumer Cyclical | $5.0M | 2.77% | +$76.2K Bought | 0.00% 22.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MWA Asset Management's latest filing
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MWA Asset Management
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