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Fwl Investment Management

Latest statistics and disclosures from Fwl Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are GDX, ORCL, GOOG, LNG, MSFT, and represent 24.18% of Fwl Investment Management's stock portfolio.
Added to shares of these 10 stocks: ETR (+$8.6M), MU (+$5.9M), NVT (+$5.3M), COPX, AMLP, MDT, WMB, LNG, ETN, AMZN.
Started 61 new stock positions in NVT, HTRB, JXN, NATL, SIL, MLM, CRCL, LUMN, DB, URTH.
Reduced shares in these 10 stocks: CYBR (-$13M), IREN (-$8.0M), FCX (-$5.9M), OKE, NOW, CB, PG, , ORCL, BIL.
Sold out of its positions in APO, AZN, AVB, BBVA, BDX, CVS, CSQ, CLS, KO, COIN.
Fwl Investment Management was a net buyer of stock by $9.4M.
Fwl Investment Management has $384M in assets under management (AUM), dropping by 17.40%.
Central Index Key (CIK): 0001829231

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Portfolio Holdings for Fwl Investment Management

Fwl Investment Management holds 332 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Gold Miners Etf Etf (GDX)	5.2	$20M	+4%	264k	76.40	View chart
Oracle Corp Stock (ORCL)	5.1	$20M	-6%	69k	281.24	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	4.9	$19M		77k	243.55	View chart
Cheniere Energy Stock (LNG)	4.5	$17M	+14%	74k	234.98	View chart
Microsoft Corp Stock (MSFT)	4.5	$17M	+5%	33k	517.96	View chart
Alerian Mlp Etf Etf (AMLP)	4.2	$16M	+34%	341k	46.93	View chart
Spdr Gold Shares Etf (GLD)	4.1	$16M	+4%	44k	355.47	View chart
Nvidia Corporation Stock (NVDA)	3.9	$15M	+5%	81k	186.58	View chart
Eaton Corp Stock (ETN)	3.7	$14M	+17%	38k	374.25	View chart
Williams Cos Stock (WMB)	3.4	$13M	+24%	204k	63.35	View chart
Cameco Corp Stock (CCJ)	3.3	$13M	-2%	150k	83.86	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	3.2	$12M	-10%	132k	91.75	View chart
Amazon Stock (AMZN)	3.0	$12M	+17%	53k	219.57	View chart
Iren Limited Ordinary Shares Stock (IREN)	2.9	$11M	-41%	240k	46.93	View chart
Micron Technology Stock (MU)	2.6	$10M	+139%	61k	167.32	View chart
Caci Intl Inc Cl A Stock (CACI)	2.5	$9.6M	+10%	19k	498.79	View chart
Agnc Invt Corp Reit (AGNC)	2.5	$9.6M	+17%	977k	9.79	View chart
Icici Bank Adr (IBN)	2.4	$9.4M	+13%	310k	30.23	View chart
Medtronic Stock (MDT)	2.4	$9.1M	+75%	96k	95.24	View chart
Entergy Corp Stock (ETR)	2.3	$8.6M	NEW	93k	93.19	View chart
Tempus Ai Inc Cl A Stock (TEM)	1.7	$6.7M	+20%	83k	80.71	View chart
Apple Stock (AAPL)	1.6	$6.3M	-5%	25k	254.63	View chart
Nvent Electric Stock (NVT)	1.4	$5.3M	NEW	54k	98.64	View chart
Global X Copper Miners Etf Etf (COPX)	1.2	$4.5M	+2315%	75k	59.81	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$4.4M	-6%	14k	315.43	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	1.1	$4.3M	+18%	28k	150.86	View chart
Schwab Charles Corp Stock (SCHW)	1.1	$4.1M	+23%	43k	95.47	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$4.0M	-5%	8.0k	502.77	View chart
Flagstar Financial Stock (FLG)	1.0	$3.7M	+21%	322k	11.55	View chart
Walmart Stock (WMT)	0.9	$3.4M	-8%	33k	103.06	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.8	$3.1M	-2%	34k	91.37	View chart
Tesla Stock (TSLA)	0.8	$3.0M	+62%	6.7k	444.72	View chart
Home Depot Stock (HD)	0.8	$3.0M	-13%	7.3k	405.17	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$2.8M	-5%	4.7k	600.34	View chart
Costco Whsl Corp Stock (COST)	0.7	$2.8M	-4%	3.1k	925.56	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.7	$2.7M	-13%	15k	182.42	View chart
Global X Uranium Etf Etf (URA)	0.6	$2.4M	+135%	51k	47.67	View chart
General Dynamics Corp Stock (GD)	0.5	$1.9M	-8%	5.5k	340.99	View chart
Ishares Gold Trust Etf (IAU)	0.5	$1.8M		25k	72.77	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.8M	-6%	5.3k	341.39	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.4	$1.7M	-5%	7.4k	229.60	View chart
Riot Platforms Stock (RIOT)	0.4	$1.6M	+170%	86k	19.03	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.4	$1.6M	NEW	31k	51.93	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$1.6M	+12%	6.4k	243.10	View chart
Alamos Gold Inc New Com Cl A Stock (AGI)	0.4	$1.6M	-2%	45k	34.86	View chart
Cyberark Software Stock (CYBR)	0.4	$1.5M	-89%	3.0k	483.15	View chart
Air Prods & Chems Stock (APD)	0.4	$1.4M	-12%	5.2k	272.73	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.4	$1.4M		73k	19.34	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$1.4M	-11%	3.0k	468.41	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$1.4M	+3%	1.9k	734.38	View chart
Amgen Stock (AMGN)	0.3	$1.3M	-9%	4.7k	282.21	View chart
Goldman Sachs Group Stock (GS)	0.3	$1.2M	+54%	1.4k	796.35	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.3	$1.0M		13k	82.96	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$1.0M	-24%	1.5k	669.38	View chart
Chevron Corp Stock (CVX)	0.2	$906k	+170%	5.8k	155.29	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$844k	-16%	3.4k	247.14	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.2	$805k	-11%	44k	18.24	View chart
Annaly Capital Management Reit (NLY)	0.2	$767k		38k	20.21	View chart
Brinker Intl Stock (EAT)	0.2	$696k	+24%	5.5k	126.68	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.2	$620k	+22%	7.1k	87.21	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$576k		1.2k	479.61	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$569k	+13%	18k	31.62	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$520k		697.00	746.63	View chart
Vanguard Value Etf Etf (VTV)	0.1	$438k		2.3k	186.49	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$433k	+3%	7.5k	57.47	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$417k	-33%	4.7k	89.13	View chart
Broadcom Stock (AVGO)	0.1	$410k	+9%	1.2k	329.91	View chart
Core Scientific Stock (CORZ)	0.1	$382k	-35%	21k	17.94	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$316k	-18%	2.1k	151.11	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$298k	-21%	2.2k	134.43	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$281k	+11%	1.4k	194.50	View chart
3M Stock (MMM)	0.1	$280k	+1705%	1.8k	155.18	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$275k	-33%	3.7k	74.72	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.1	$272k	+20%	4.0k	68.45	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$253k		897.00	281.86	View chart
Global X Silver Miners Etf Etf (SIL)	0.1	$252k	NEW	3.5k	71.63	View chart
Ishares Mortgage Real Estate Etf Etf (REM)	0.1	$244k	-20%	11k	21.97	View chart
Global X Mlp Etf Etf (MLPA)	0.1	$235k	-15%	4.8k	48.42	View chart
Abbvie Stock (ABBV)	0.1	$233k	-8%	1.0k	231.64	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$229k	-15%	8.5k	26.95	View chart
Fluence Energy Inc Com Cl A Stock (FLNC)	0.1	$219k	NEW	20k	10.80	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$218k	-35%	3.2k	68.08	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$202k		2.0k	100.27	View chart
Oneok Stock (OKE)	0.1	$201k	-95%	2.8k	72.97	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$198k		844.00	234.95	View chart
Capital One Finl Corp Stock (COF)	0.1	$196k		922.00	212.58	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$194k	+12%	4.8k	40.57	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$193k	-5%	1.6k	120.50	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$186k	-3%	7.1k	26.34	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$162k	-20%	1.9k	86.80	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$158k	+9%	237.00	667.26	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$156k	-3%	1.7k	93.64	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$156k		5.5k	28.31	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$153k	-23%	3.5k	44.20	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$152k		518.00	293.79	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$152k	-29%	1.9k	80.20	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$145k		1.1k	126.64	View chart
Dominion Energy Stock (D)	0.0	$145k	+96%	2.4k	61.17	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$143k	-23%	3.0k	47.63	View chart
Cisco Sys Stock (CSCO)	0.0	$137k	-4%	2.0k	68.42	View chart
Quanta Svcs Stock (PWR)	0.0	$133k	+5%	320.00	414.42	View chart
Nextera Energy Stock (NEE)	0.0	$128k	+28%	1.7k	75.49	View chart
Eli Lilly & Co Stock (LLY)	0.0	$124k	-13%	163.00	763.00	View chart
Uber Technologies Stock (UBER)	0.0	$118k	-5%	1.2k	97.97	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$118k		297.00	396.15	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$117k		1.5k	76.45	View chart
American Tower Corp Reit (AMT)	0.0	$117k	-3%	606.00	192.32	View chart
American Express Stock (AXP)	0.0	$111k		334.00	332.16	View chart
Berkley W R Corp Stock (WRB)	0.0	$105k		1.4k	76.62	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$101k		2.1k	47.88	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.0	$99k	-35%	2.0k	50.13	View chart
Cms Energy Corp Stock (CMS)	0.0	$99k	-10%	1.4k	73.26	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$99k	NEW	1.5k	67.07	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$98k	+5%	2.3k	43.30	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$97k		1.6k	62.71	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$94k	+33%	338.00	279.29	View chart
Intercontinental Exchange Stock (ICE)	0.0	$90k	+18%	535.00	168.48	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$90k	+17%	3.2k	27.77	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$88k	NEW	2.8k	31.51	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$87k	+180%	311.00	279.84	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.0	$87k	-12%	492.00	176.88	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$86k		616.00	140.05	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$83k	-3%	736.00	112.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$74k	+20%	120.00	612.38	View chart
Coinshares Bitcoin Mining Etf Etf (WGMI)	0.0	$72k	-40%	1.6k	44.24	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$71k		544.00	131.24	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$71k		1.3k	56.88	View chart
Salesforce Stock (CRM)	0.0	$71k	-21%	298.00	237.00	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$68k	-4%	119.00	568.81	View chart
Johnson & Johnson Stock (JNJ)	0.0	$68k	-44%	364.00	185.42	View chart
Pepsico Stock (PEP)	0.0	$67k		478.00	140.44	View chart
Stryker Corporation Stock (SYK)	0.0	$67k	+12%	180.00	369.67	View chart
Transdigm Group Stock (TDG)	0.0	$66k		50.00	1318.02	View chart
Nextnav Stock (NN)	0.0	$66k		4.6k	14.30	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$64k	-18%	536.00	118.83	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$64k	-34%	265.00	239.87	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$62k		1.0k	62.00	View chart
Netflix Stock (NFLX)	0.0	$61k	-22%	51.00	1198.92	View chart
Advanced Micro Devices Stock (AMD)	0.0	$60k	-7%	372.00	161.79	View chart
Xylem Stock (XYL)	0.0	$56k	+15%	379.00	147.50	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$56k	-9%	625.00	89.37	View chart
Lowes Cos Stock (LOW)	0.0	$54k	-31%	213.00	251.72	View chart
United Rentals Stock (URI)	0.0	$54k		56.00	954.66	View chart
At&t Stock (T)	0.0	$53k	+50%	1.9k	28.24	View chart
Mercadolibre Stock (MELI)	0.0	$51k	+22%	22.00	2336.95	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$51k	NEW	200.00	256.45	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$51k	+26%	3.3k	15.48	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$50k		153.00	328.17	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$49k	+15%	443.00	111.47	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$49k	-36%	437.00	111.56	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$48k	+2%	421.00	115.01	View chart
Sprouts Fmrs Mkt Stock (SFM)	0.0	$46k	+72%	426.00	108.80	View chart
Duke Energy Corp Stock (DUK)	0.0	$46k	+13%	369.00	123.75	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$45k		300.00	148.61	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$45k		1.0k	44.58	View chart
Servicenow Stock (NOW)	0.0	$43k	-98%	47.00	920.28	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$42k	-32%	1.6k	26.30	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$42k		400.00	104.80	View chart
Business First Bancshares Stock (BFST)	0.0	$42k	NEW	1.8k	23.61	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$41k		735.00	55.33	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$40k	-35%	1.1k	38.02	View chart
Sumitomo Mitsui Finl Group Adr (SMFG)	0.0	$39k	+207%	2.3k	16.74	View chart
Boeing Stock (BA)	0.0	$38k		177.00	215.83	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$38k	+1680%	1.2k	31.42	View chart
Prologis Reit (PLD)	0.0	$37k		320.00	114.52	View chart
Regan Floating Rate Mbs Etf Etf (MBSF)	0.0	$36k		1.4k	25.47	View chart
Pool Corp Stock (POOL)	0.0	$36k		115.00	310.07	View chart
Cintas Corp Stock (CTAS)	0.0	$35k	+22%	172.00	205.26	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$34k		440.00	77.77	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$34k		35.00	968.09	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$33k		100.00	332.84	View chart
Southern Stock (SO)	0.0	$33k		350.00	94.77	View chart
Cadence Design System Stock (CDNS)	0.0	$32k		91.00	351.26	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$32k	+340%	132.00	241.96	View chart
Spdr S&p Bank Etf Etf (KBE)	0.0	$32k	NEW	532.00	59.42	View chart
Principal Financial Group Stock (PFG)	0.0	$32k	NEW	380.00	82.91	View chart
Quantum Computing Stock (QUBT)	0.0	$31k		1.7k	18.41	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$31k		332.00	92.26	View chart
International Business Machs Stock (IBM)	0.0	$30k	+23%	105.00	282.16	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.0	$28k		138.00	205.32	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$28k	-6%	537.00	52.06	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$27k	NEW	456.00	60.08	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$27k		648.00	42.13	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$26k	NEW	416.00	63.06	View chart
Illinois Tool Wks Stock (ITW)	0.0	$26k		100.00	260.76	View chart
Synchrony Financial Stock (SYF)	0.0	$26k	NEW	362.00	71.05	View chart
Palo Alto Networks Stock (PANW)	0.0	$24k		120.00	203.62	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$24k		414.00	58.90	View chart
Generac Hldgs Stock (GNRC)	0.0	$23k		140.00	167.40	View chart
Applied Matls Stock (AMAT)	0.0	$23k		112.00	204.74	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$23k		60.00	378.93	View chart
First Solar Stock (FSLR)	0.0	$22k		100.00	220.53	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$22k		45.00	485.02	View chart
Verizon Communications Stock (VZ)	0.0	$22k	+36%	493.00	43.95	View chart
Emerson Elec Stock (EMR)	0.0	$22k		165.00	131.18	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$22k	-81%	677.00	31.91	View chart
Rtx Corporation Stock (RTX)	0.0	$21k	+1054%	127.00	167.33	View chart
Shake Shack Inc Cl A Stock (SHAK)	0.0	$21k		225.00	93.61	View chart
S&p Global Stock (SPGI)	0.0	$21k	+72%	43.00	486.72	View chart
Banco Santander Adr (SAN)	0.0	$21k	NEW	2.0k	10.48	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$21k		300.00	68.39	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$19k	-96%	58.00	322.21	View chart
Howmet Aerospace Stock (HWM)	0.0	$18k	NEW	94.00	196.23	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$18k		200.00	91.42	View chart
Parker-hannifin Corp Stock (PH)	0.0	$18k	+60%	24.00	758.17	View chart
Blackstone Stock (BX)	0.0	$18k	NEW	105.00	170.85	View chart
Arm Holdings Adr (ARM)	0.0	$18k	-40%	125.00	141.49	View chart
Manulife Finl Corp Stock (MFC)	0.0	$18k	-46%	566.00	31.15	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$18k	NEW	42.00	419.21	View chart
Boston Scientific Corp Stock (BSX)	0.0	$18k	-26%	180.00	97.63	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$17k		213.00	80.65	View chart
Conocophillips Stock (COP)	0.0	$17k	NEW	178.00	94.59	View chart
Kinross Gold Corp Stock (KGC)	0.0	$17k	NEW	669.00	24.85	View chart
Qualcomm Stock (QCOM)	0.0	$17k	+62%	99.00	166.36	View chart
Constellation Energy Corp Stock (CEG)	0.0	$17k		50.00	329.08	View chart
Enovix Corporation Stock (ENVX)	0.0	$17k		1.7k	9.97	View chart
Infosys Adr (INFY)	0.0	$16k		1.0k	16.27	View chart
Spdr S&p Health Care Equipment Etf Etf (XHE)	0.0	$16k	NEW	200.00	78.75	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$15k	+28400%	285.00	53.84	View chart
Martin Marietta Matls Stock (MLM)	0.0	$15k	NEW	24.00	630.29	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$14k	NEW	200.00	71.53	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$14k	NEW	29.00	490.38	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$14k	NEW	31.00	456.00	View chart
Oge Energy Corp Stock (OGE)	0.0	$14k	NEW	293.00	46.27	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$14k		150.00	89.77	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$13k		198.00	67.51	View chart
D-wave Quantum Stock (QBTS)	0.0	$13k		525.00	24.71	View chart
Autozone Stock (AZO)	0.0	$13k	NEW	3.00	4290.33	View chart
Trip Com Group Ltd Ads Adr (TCOM)	0.0	$13k	NEW	169.00	75.20	View chart
Cencora Stock (COR)	0.0	$13k	+53%	40.00	312.52	View chart
Roper Technologies Stock (ROP)	0.0	$13k		25.00	498.68	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$12k	+44%	65.00	189.71	View chart
Ameriprise Finl Stock (AMP)	0.0	$12k	NEW	25.00	491.24	View chart
Arista Networks Stock (ANET)	0.0	$12k	NEW	84.00	145.71	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$12k		230.00	53.03	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$12k		232.00	50.73	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$12k		30.00	391.63	View chart
Mizuho Financial Group Adr (MFG)	0.0	$12k	NEW	1.7k	6.70	View chart
Vaneck Clo Etf Etf (CLOI)	0.0	$12k		216.00	53.10	View chart
Dollar Gen Corp Stock (DG)	0.0	$11k		110.00	103.35	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$11k	NEW	165.00	68.58	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$11k	NEW	78.00	142.40	View chart
Morgan Stanley Stock (MS)	0.0	$11k		69.00	158.96	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$11k	+103%	53.00	206.91	View chart
Booking Holdings Stock (BKNG)	0.0	$11k		2.00	5399.50	View chart
Snowflake Stock (SNOW)	0.0	$11k	NEW	47.00	225.55	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$11k		195.00	54.19	View chart
Trane Technologies Stock (TT)	0.0	$11k	NEW	25.00	421.96	View chart
Embraer Adr (ERJ)	0.0	$10k	NEW	171.00	60.45	View chart
Ge Aerospace Stock (GE)	0.0	$10k	-22%	34.00	303.26	View chart
Royal Caribbean Group Stock (RCL)	0.0	$10k	NEW	31.00	323.58	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$10k	NEW	81.00	123.75	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$9.8k		110.00	89.34	View chart
Danaher Corporation Stock (DHR)	0.0	$9.7k		49.00	198.27	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$9.7k		500.00	19.37	View chart
Rb Global Stock (RBA)	0.0	$9.4k		87.00	108.36	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$9.3k		100.00	93.37	View chart
Blackrock Stock (BLK)	0.0	$9.3k	NEW	8.00	1165.88	View chart
Sanmina Corporation Stock (SANM)	0.0	$9.3k	NEW	81.00	115.11	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$9.1k	+400%	15.00	609.33	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$9.1k		213.00	42.87	View chart
Mcdonalds Corp Stock (MCD)	0.0	$9.1k	NEW	30.00	303.90	View chart
Ubs Group Stock (UBS)	0.0	$9.0k		219.00	41.00	View chart
B & G Foods Stock (BGS)	0.0	$8.9k		2.0k	4.43	View chart
Sap Se Adr (SAP)	0.0	$8.8k		33.00	267.21	View chart
Ferrari N V Stock (RACE)	0.0	$8.2k	NEW	17.00	485.24	View chart
First Trust Natural Gas Etf Etf (FCG)	0.0	$8.1k		345.00	23.52	View chart
Jackson Financial Inc Com Cl A Stock (JXN)	0.0	$8.1k	NEW	80.00	101.22	View chart
Deutsche Bank A G Namen Akt Stock (DB)	0.0	$7.9k	NEW	223.00	35.49	View chart
Cal Maine Foods Stock (CALM)	0.0	$7.5k	NEW	80.00	94.10	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$7.5k	-7%	52.00	144.37	View chart
Everest Group Stock (EG)	0.0	$7.4k		21.00	350.24	View chart
Southern Copper Corp Stock (SCCO)	0.0	$7.3k		60.00	121.37	View chart
Jpmorgan U.s. Momentum Factor Etf Etf (JMOM)	0.0	$7.3k		107.00	67.96	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$7.2k		72.00	100.19	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$7.1k		35.00	201.97	View chart
Altria Group Stock (MO)	0.0	$6.6k	NEW	100.00	66.06	View chart
Global X Cloud Computing Etf Etf (CLOU)	0.0	$6.5k		280.00	23.26	View chart
Philip Morris Intl Stock (PM)	0.0	$6.5k	NEW	40.00	162.20	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$6.5k		151.00	42.79	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$6.4k		89.00	72.26	View chart
Interdigital Stock (IDCC)	0.0	$6.2k	NEW	18.00	345.22	View chart
American Elec Pwr Stock (AEP)	0.0	$6.2k	NEW	55.00	112.51	View chart
Procter And Gamble Stock (PG)	0.0	$6.1k	-99%	40.00	153.65	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$6.1k		84.00	72.56	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.0	$6.0k		150.00	40.10	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$5.9k		36.00	164.53	View chart
Itron Stock (ITRI)	0.0	$5.7k	NEW	46.00	124.57	View chart
Bread Financial Holdings Stock (BFH)	0.0	$5.6k	NEW	101.00	55.77	View chart
Alps/smith Core Plus Bond Etf Etf (SMTH)	0.0	$4.7k		178.00	26.23	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$4.7k		59.00	78.95	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$4.6k		62.00	73.56	View chart
Abbott Labs Stock (ABT)	0.0	$4.6k	-90%	34.00	133.94	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$4.2k		30.00	139.17	View chart
Equinix Reit (EQIX)	0.0	$3.9k		5.00	783.20	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$3.9k	+3%	800.00	4.88	View chart
Nisource Stock (NI)	0.0	$3.9k	NEW	90.00	43.30	View chart
Merck & Co Stock (MRK)	0.0	$3.8k	-27%	45.00	83.93	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$3.8k	-97%	39.00	96.54	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$3.7k		285.00	13.14	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$3.7k		60.00	62.12	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$3.7k		45.00	82.67	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$3.7k	NEW	20.00	185.75	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$3.5k		17.00	208.71	View chart
Intuit Stock (INTU)	0.0	$3.4k	-16%	5.00	683.00	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$2.9k		100.00	28.91	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$2.5k		18.00	139.67	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$2.5k		100.00	24.63	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$2.1k		22.00	96.77	View chart
Angel Oak Ultrashort Income Etf Etf (UYLD)	0.0	$1.9k		38.00	51.24	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.0	$1.9k		20.00	95.70	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.9k		7.00	271.14	View chart
Franklin Short Duration U.s. Government Etf Etf (FTSD)	0.0	$1.9k	NEW	21.00	88.95	View chart
Ge Vernova Stock (GEV)	0.0	$1.8k	NEW	3.00	615.00	View chart
Veralto Corp Stock (VLTO)	0.0	$1.7k		16.00	106.62	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$1.6k		17.00	94.29	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$1.6k		52.00	30.29	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$1.5k		17.00	88.65	View chart
Ncr Atleos Corporation Stock (NATL)	0.0	$1.4k	NEW	35.00	39.31	View chart
India Cef (IFN)	0.0	$1.3k	-21%	90.00	14.66	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.0k	-98%	11.00	95.18	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$997.998300	-50%	39.00	25.59	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.0	$968.999000		47.00	20.62	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.0	$793.000500		15.00	52.87	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$398.000100	NEW	3.00	132.67	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$392.000000	-99%	10.00	39.20	View chart
Vodafone Group Adr (VOD)	0.0	$383.001300	NEW	33.00	11.61	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$377.000000	NEW	5.00	75.40	View chart
Jpmorgan Betabuilders Usd Investment Grade Corporate Bond Etf Etf (BBCB)	0.0	$138.999900	-99%	3.00	46.33	View chart
Kenvue Stock (KVUE)	0.0	$130.000000		8.00	16.25	View chart
Lumen Technologies Stock (LUMN)	0.0	$43.000300	NEW	7.00	6.14	View chart
Hartford Total Return Bond Etf Etf (HTRB)	0.0	$36.000000	NEW	1.00	36.00	View chart

Past Filings by Fwl Investment Management

SEC 13F filings are viewable for Fwl Investment Management going back to 2020

Fwl Investment Management 2025 Q3 filed Nov. 17, 2025
Fwl Investment Management 2025 Q2 filed Aug. 14, 2025
Fwl Investment Management 2025 Q1 filed May 15, 2025
Fwl Investment Management 2024 Q4 filed Feb. 14, 2025
Fwl Investment Management 2024 Q3 filed Nov. 14, 2024
Fwl Investment Management 2024 Q2 filed Aug. 13, 2024
Fwl Investment Management 2024 Q1 filed May 13, 2024
Fwl Investment Management 2023 Q3 filed Nov. 13, 2023
Fwl Investment Management 2023 Q2 filed Aug. 10, 2023
Fwl Investment Management 2023 Q1 filed May 10, 2023
Fwl Investment Management 2022 Q4 filed Feb. 15, 2023
Fwl Investment Management 2022 Q3 filed Nov. 14, 2022
Fwl Investment Management 2022 Q2 filed Aug. 8, 2022
Fwl Investment Management 2022 Q1 filed May 11, 2022
Fwl Investment Management 2021 Q4 filed Feb. 8, 2022
Fwl Investment Management 2021 Q3 filed Nov. 10, 2021

View all past filings

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