Cwa Asset Management Group, LLC
CWA Asset Management Group, LLC (d/b/a Capital Wealth Advisors and blueharbor wealth advisors) is a Delaware limited liability company headquartered in Naples, FL. Founded in 2011, CWA provides comprehensive investment advisory and portfolio management services primarily to individuals, high net worth families, trusts, endowments, charitable organizations, insurance companies, pension plans, foundations, and other business entities. The firm is principally owned by CWA Holdings, LLC, whose principal owners include Blaine Ferguson, William Beynon, Lewis Johnson, and Joseph Moglia. As of 2025, the firm has approximately 52 employees.
Investment Strategy
CWA Asset Management Group offers customized portfolio management and investment advisory services tailored to the specific goals, objectives, time horizons, and risk tolerances of each client. Each client’s financial situation is carefully documented in a personalized Investment Policy Statement (IPS), which guides the construction of a tailored investment plan. Strategies span traditional approaches, including diversified equity and fixed-income allocations, to alternative investments, designed to achieve long-term growth and capital preservation aligned with client needs.
Top Holdings
Equity Positions (653)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.77% | $182.9M | 980,475 | $121.52 | $186.58 | +$28.8M |
A AAPL | APPLE INC | 5.12% | $138.4M | 543,635 | $234.02 | $254.63 | +$30.9M |
M MSFT | MICROSOFT CORP | 3.90% | $105.5M | 203,728 | $431.42 | $517.95 | +$6.6M |
S SHY | ISHARES TR | 2.45% | $66.3M | 799,559 | $82.87 | $82.96 | +$33.7M |
G GLD | SPDR GOLD TR | 2.12% | $57.2M | 160,811 | $289.72 | $355.47 | +$24.0M |