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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 GOOG, GDX, AMLP, MSFT, GLD, and represent 23.82% of Fwl Investment Management's stock portfolio.
Added to shares of these 10 stocks: GEHC (+$9.1M), COPX (+$5.9M), EWY, AGNC, QCOM, BIL, LNG, AMLP, MSFT, LSTR.
Started 68 new stock positions in DIS, TER, BABA, NVS, KO, IUSB, FN, WBD, BBVA, GFI.
Reduced shares in these 10 stocks: AMZN (-$6.2M), FLG, RIOT, NVT, MU, ORCL, GDX, ETN, BMNR, PAGP.
Sold out of its positions in BFH, MO, AEP, AMP, APH, AZO, BGS, EAT, BN, CALM.
Fwl Investment Management was a net buyer of stock by $28M.
Fwl Investment Management has $416M in assets under management (AUM), dropping by 8.35%.
Central Index Key (CIK): 0001829231

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Portfolio Holdings for Fwl Investment Management

Fwl Investment Management holds 365 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Inc Cap Stk Cl C Stock (GOOG)	5.7	$24M	-2%	75k	313.80	View chart
Vaneck Gold Miners Etf Etf (GDX)	5.2	$22M	-5%	250k	85.77	View chart
Alerian Mlp Etf Etf (AMLP)	4.4	$19M	+15%	392k	47.02	View chart
Microsoft Corp Stock (MSFT)	4.3	$18M	+12%	37k	483.62	View chart
Spdr Gold Shares Etf (GLD)	4.2	$18M		44k	396.31	View chart
Cheniere Energy Stock (LNG)	4.0	$17M	+17%	86k	194.39	View chart
Nvidia Corporation Stock (NVDA)	3.9	$16M	+7%	87k	186.50	View chart
Micron Technology Stock (MU)	3.8	$16M	-8%	56k	285.41	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	3.5	$15M	+22%	161k	91.38	View chart
Williams Cos Stock (WMB)	3.4	$14M	+14%	234k	60.11	View chart
Cameco Corp Stock (CCJ)	3.4	$14M	+2%	153k	91.49	View chart
Agnc Invt Corp Reit (AGNC)	3.2	$13M	+28%	1.3M	10.72	View chart
Oracle Corp Stock (ORCL)	2.9	$12M	-10%	62k	194.91	View chart
Global X Copper Miners Etf Etf (COPX)	2.7	$11M	+109%	157k	71.79	View chart
Caci Intl Inc Cl A Stock (CACI)	2.7	$11M	+8%	21k	532.82	View chart
Eaton Corp Stock (ETN)	2.6	$11M	-8%	34k	318.51	View chart
Icici Bank Adr (IBN)	2.5	$10M	+10%	344k	29.80	View chart
Medtronic Stock (MDT)	2.4	$10M	+10%	106k	96.06	View chart
Entergy Corp Stock (ETR)	2.3	$9.6M	+11%	103k	92.43	View chart
Ge Healthcare Technologies Stock (GEHC)	2.2	$9.1M	+2225660%	111k	82.02	View chart
Iren Limited Ordinary Shares Stock (IREN)	2.2	$9.0M		238k	37.77	View chart
Apple Stock (AAPL)	1.6	$6.8M		25k	271.87	View chart
Amazon Stock (AMZN)	1.4	$6.0M	-50%	26k	230.82	View chart
Schwab Charles Corp Stock (SCHW)	1.2	$5.1M	+17%	51k	99.91	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$4.6M	+2%	14k	322.23	View chart
Tempus Ai Inc Cl A Stock (TEM)	1.1	$4.5M	-6%	77k	59.05	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	1.0	$4.1M	-10%	25k	162.01	View chart
Ishares Msci South Korea Etf Etf (EWY)	1.0	$4.1M	NEW	42k	97.22	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$4.0M		8.1k	502.68	View chart
Nvent Electric Stock (NVT)	0.9	$3.9M	-29%	38k	101.97	View chart
Walmart Stock (WMT)	0.9	$3.7M		33k	111.41	View chart
Tesla Stock (TSLA)	0.9	$3.6M	+19%	8.0k	449.72	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.8	$3.1M	+20%	41k	75.91	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.7	$2.9M	+10%	17k	177.75	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$2.7M	-6%	4.4k	614.37	View chart
Qualcomm Stock (QCOM)	0.7	$2.7M	+15935%	16k	171.05	View chart
Global X Uranium Etf Etf (URA)	0.6	$2.6M	+20%	61k	42.73	View chart
Costco Whsl Corp Stock (COST)	0.6	$2.6M		3.0k	862.22	View chart
Home Depot Stock (HD)	0.6	$2.4M	-4%	7.0k	344.11	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$2.3M	+13%	7.2k	313.00	View chart
Ishares Gold Trust Etf (IAU)	0.5	$2.0M		25k	81.17	View chart
Landstar Sys Stock (LSTR)	0.5	$1.9M	NEW	13k	143.70	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.9M		5.3k	350.73	View chart
General Dynamics Corp Stock (GD)	0.4	$1.8M		5.4k	336.68	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.4	$1.7M		7.5k	230.20	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$1.7M	+33%	2.5k	660.09	View chart
Goldman Sachs Group Stock (GS)	0.4	$1.5M	+18%	1.7k	879.18	View chart
Amgen Stock (AMGN)	0.4	$1.5M	-2%	4.6k	327.31	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$1.4M		3.0k	473.30	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.3	$1.4M	-2%	71k	19.39	View chart
Alamos Gold Inc New Com Cl A Stock (AGI)	0.3	$1.3M	-26%	33k	38.58	View chart
Cyberark Software Stock (CYBR)	0.3	$1.2M	-7%	2.8k	446.06	View chart
Air Prods & Chems Stock (APD)	0.3	$1.2M	-4%	5.0k	247.02	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$1.0M		13k	82.82	View chart
Global X Mlp Etf Etf (MLPA)	0.2	$1.0M	+340%	21k	48.41	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$1.0M		1.5k	685.02	View chart
Chevron Corp Stock (CVX)	0.2	$1.0M	+14%	6.7k	152.41	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$867k		3.4k	252.94	View chart
Annaly Capital Management Reit (NLY)	0.2	$864k		39k	22.36	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$666k	+19%	22k	30.96	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$616k	+102%	14k	42.69	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$585k		1.2k	487.86	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$564k	+24%	9.4k	60.17	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$525k		697.00	753.78	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$522k	+63%	3.4k	153.04	View chart
Broadcom Stock (AVGO)	0.1	$504k	+17%	1.5k	346.10	View chart
Vanguard Value Etf Etf (VTV)	0.1	$435k	-2%	2.3k	190.99	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$425k		4.6k	91.40	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$328k	+13%	2.5k	130.09	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.1	$310k	+19%	4.8k	65.01	View chart
Global X Silver Miners Etf Etf (SIL)	0.1	$295k		3.5k	83.52	View chart
3M Stock (MMM)	0.1	$289k		1.8k	160.10	View chart
Ishares Mortgage Real Estate Etf Etf (REM)	0.1	$285k	+15%	13k	22.18	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$284k	+41%	2.8k	99.87	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$278k		3.7k	75.59	View chart
Abbvie Stock (ABBV)	0.1	$272k	+18%	1.2k	228.48	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$270k	-6%	1.4k	198.62	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$253k	+95%	1.8k	143.97	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$232k	+699%	4.3k	54.05	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$225k		8.5k	26.47	View chart
Capital One Finl Corp Stock (COF)	0.1	$224k		922.00	242.36	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$221k	+14%	5.5k	40.25	View chart
Eli Lilly & Co Stock (LLY)	0.1	$220k	+25%	205.00	1074.68	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$220k	+8%	912.00	241.23	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$212k	-4%	3.1k	69.42	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$195k		1.6k	121.75	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$190k	+19%	4.1k	46.29	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$190k		7.1k	26.91	View chart
Cisco Sys Stock (CSCO)	0.0	$189k	+22%	2.5k	77.03	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$174k	+15%	2.2k	80.37	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$171k	+11%	2.1k	80.73	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$163k	+13%	3.4k	47.79	View chart
American Express Stock (AXP)	0.0	$162k	+31%	438.00	369.95	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$162k		237.00	683.02	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$151k		5.5k	27.49	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$149k	+59%	2.5k	60.53	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$148k		1.1k	128.93	View chart
Merck & Co Stock (MRK)	0.0	$147k	+3000%	1.4k	105.26	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$145k		518.00	279.14	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$141k	-8%	1.5k	92.51	View chart
Nextera Energy Stock (NEE)	0.0	$136k		1.7k	80.28	View chart
Quanta Svcs Stock (PWR)	0.0	$128k	-5%	302.00	422.06	View chart
Fluence Energy Inc Com Cl A Stock (FLNC)	0.0	$125k	-68%	6.3k	19.78	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$124k	+40%	1.0k	120.34	View chart
Uber Technologies Stock (UBER)	0.0	$123k	+25%	1.5k	81.71	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$123k	+30%	4.2k	28.97	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.0	$121k	+8%	2.2k	55.78	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$120k	+17%	396.00	303.89	View chart
Oneok Stock (OKE)	0.0	$119k	-41%	1.6k	73.50	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$117k		297.00	393.92	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$114k	-13%	1.3k	85.37	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$113k	+120%	338.00	335.27	View chart
Johnson & Johnson Stock (JNJ)	0.0	$112k	+48%	541.00	206.95	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$112k	+15%	2.6k	42.87	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.0	$108k	+22%	603.00	179.37	View chart
American Tower Corp Reit (AMT)	0.0	$106k		606.00	175.57	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$105k	+92%	1.2k	87.16	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$102k		2.1k	47.97	View chart
Berkley W R Corp Stock (WRB)	0.0	$96k		1.4k	70.12	View chart
Cms Energy Corp Stock (CMS)	0.0	$94k		1.4k	69.93	View chart
Advanced Micro Devices Stock (AMD)	0.0	$93k	+17%	436.00	214.16	View chart
Stryker Corporation Stock (SYK)	0.0	$92k	+45%	261.00	351.47	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$88k	NEW	1.1k	80.22	View chart
Dominion Energy Stock (D)	0.0	$87k	-36%	1.5k	58.59	View chart
Intercontinental Exchange Stock (ICE)	0.0	$87k		535.00	161.96	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$86k	NEW	1.4k	62.47	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$83k	-3%	593.00	139.16	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.0	$81k	NEW	1.4k	57.92	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$79k	+15%	138.00	570.88	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$78k	-6%	291.00	269.18	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$77k	+142%	642.00	119.32	View chart
Nextnav Stock (NN)	0.0	$76k		4.6k	16.64	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$75k		120.00	627.13	View chart
Ishares Msci Saudi Arabia Etf Etf (KSA)	0.0	$73k	NEW	2.0k	36.41	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$73k		544.00	133.49	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$70k		1.0k	69.63	View chart
Prologis Reit (PLD)	0.0	$69k	+69%	542.00	127.66	View chart
Pepsico Stock (PEP)	0.0	$69k		478.00	143.52	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$68k	+233%	140.00	487.25	View chart
Transdigm Group Stock (TDG)	0.0	$67k		50.00	1329.86	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$64k		536.00	120.18	View chart
Franklin Ftse South Korea Etf Etf (FLKR)	0.0	$64k	NEW	2.0k	32.05	View chart
Coinshares Bitcoin Mining Etf Etf (WGMI)	0.0	$63k		1.6k	38.27	View chart
At&t Stock (T)	0.0	$63k	+34%	2.5k	24.84	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$61k	-12%	1.1k	55.82	View chart
Duke Energy Corp Stock (DUK)	0.0	$58k	+34%	495.00	117.21	View chart
International Business Machs Stock (IBM)	0.0	$58k	+84%	194.00	296.21	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$57k	+13%	494.00	114.66	View chart
Intuitive Surgical Stock (ISRG)	0.0	$55k	NEW	97.00	566.36	View chart
Southern Stock (SO)	0.0	$55k	+79%	628.00	87.20	View chart
Ge Aerospace Stock (GE)	0.0	$55k	+420%	177.00	308.54	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$54k		3.3k	16.43	View chart
Rtx Corporation Stock (RTX)	0.0	$54k	+131%	294.00	183.40	View chart
Xylem Stock (XYL)	0.0	$52k		379.00	136.18	View chart
Lowes Cos Stock (LOW)	0.0	$52k		213.00	241.56	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$51k	NEW	315.00	161.63	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$51k	+3%	458.00	110.19	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$50k		200.00	250.31	View chart
Netflix Stock (NFLX)	0.0	$50k	+939%	530.00	93.76	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$50k	+265%	106.00	468.76	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$50k	NEW	252.00	197.15	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$50k	+11%	468.00	105.69	View chart
Parker-hannifin Corp Stock (PH)	0.0	$48k	+129%	55.00	878.96	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$48k		300.00	160.97	View chart
Morgan Stanley Stock (MS)	0.0	$48k	+291%	270.00	177.53	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.0	$46k		1.0k	45.51	View chart
United Rentals Stock (URI)	0.0	$45k		56.00	809.32	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$45k	NEW	362.00	124.20	View chart
Crh Plc Ord Stock (CRH)	0.0	$44k	NEW	356.00	124.80	View chart
Sprouts Fmrs Mkt Stock (SFM)	0.0	$43k	+27%	545.00	79.67	View chart
Cintas Corp Stock (CTAS)	0.0	$42k	+30%	224.00	188.07	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$42k		735.00	56.81	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$41k		400.00	103.13	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$40k		1.1k	38.32	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$39k	+37%	626.00	62.15	View chart
State Street Spdr S&p Bank Etf Etf (KBE)	0.0	$39k	+19%	635.00	60.69	View chart
Constellation Energy Corp Stock (CEG)	0.0	$39k	+118%	109.00	353.27	View chart
Boeing Stock (BA)	0.0	$38k		177.00	217.12	View chart
Bank America Corp Stock (BAC)	0.0	$38k	NEW	696.00	55.00	View chart
Applied Matls Stock (AMAT)	0.0	$38k	+32%	148.00	256.99	View chart
Cummins Stock (CMI)	0.0	$38k	NEW	74.00	510.45	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$38k	-14%	1.4k	27.21	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$38k		440.00	85.25	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$37k		35.00	1069.86	View chart
Regan Floating Rate Mbs Etf Etf (MBSF)	0.0	$37k		1.4k	25.64	View chart
Mercadolibre Stock (MELI)	0.0	$36k	-18%	18.00	2014.28	View chart
Snowflake Stock (SNOW)	0.0	$35k	+242%	161.00	219.36	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$35k	+234%	653.00	53.76	View chart
Vistra Corp Stock (VST)	0.0	$34k	NEW	213.00	161.33	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$34k		100.00	342.97	View chart
Principal Financial Group Stock (PFG)	0.0	$34k		380.00	88.21	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$33k	-96%	1.7k	19.14	View chart
Wells Fargo Stock (WFC)	0.0	$33k	NEW	355.00	93.20	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$33k		132.00	246.16	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$32k		332.00	96.86	View chart
Verizon Communications Stock (VZ)	0.0	$30k	+50%	742.00	40.73	View chart
Mckesson Corp Stock (MCK)	0.0	$30k	NEW	36.00	820.28	View chart
Leidos Holdings Stock (LDOS)	0.0	$29k	NEW	163.00	180.40	View chart
Cadence Design System Stock (CDNS)	0.0	$28k		91.00	312.58	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$28k	NEW	106.00	268.30	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$28k	-62%	555.00	50.52	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$27k	NEW	124.00	219.71	View chart
Pool Corp Stock (POOL)	0.0	$26k		115.00	228.75	View chart
First Solar Stock (FSLR)	0.0	$26k		100.00	261.23	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$26k		45.00	579.44	View chart
Unitedhealth Group Stock (UNH)	0.0	$25k	NEW	76.00	330.11	View chart
Illinois Tool Wks Stock (ITW)	0.0	$25k		100.00	246.30	View chart
Danaher Corporation Stock (DHR)	0.0	$25k	+118%	107.00	228.92	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$24k		414.00	58.78	View chart
Nrg Energy Stock (NRG)	0.0	$24k	NEW	152.00	159.24	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.0	$24k		138.00	174.19	View chart
Hartford Insurance Group Stock (HIG)	0.0	$23k	NEW	170.00	137.80	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$23k		60.00	386.85	View chart
Palo Alto Networks Stock (PANW)	0.0	$22k		120.00	184.20	View chart
Emerson Elec Stock (EMR)	0.0	$22k		165.00	132.72	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$20k		300.00	66.92	View chart
Aflac Stock (AFL)	0.0	$20k	NEW	177.00	110.27	View chart
Howmet Aerospace Stock (HWM)	0.0	$19k		94.00	205.02	View chart
Generac Hldgs Stock (GNRC)	0.0	$19k		140.00	136.37	View chart
Sterling Infrastructure Stock (STRL)	0.0	$19k	NEW	62.00	306.23	View chart
Kinross Gold Corp Stock (KGC)	0.0	$19k		669.00	28.16	View chart
Chubb Stock (CB)	0.0	$19k	NEW	60.00	312.12	View chart
Philip Morris Intl Stock (PM)	0.0	$18k	+187%	115.00	160.40	View chart
Mcdonalds Corp Stock (MCD)	0.0	$18k	+100%	60.00	305.63	View chart
Shake Shack Inc Cl A Stock (SHAK)	0.0	$18k		225.00	81.17	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$18k	NEW	314.00	57.91	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$18k	NEW	386.00	46.81	View chart
Infosys Adr (INFY)	0.0	$18k		1.0k	17.82	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$18k		200.00	88.49	View chart
State Street Spdr S&p Health Care Equipment Etf Etf (XHE)	0.0	$18k		200.00	88.23	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$18k		213.00	82.50	View chart
First Trust Natural Gas Etf Etf (FCG)	0.0	$18k	+115%	745.00	23.42	View chart
Coca Cola Stock (KO)	0.0	$17k	NEW	248.00	69.91	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$17k	NEW	743.00	23.31	View chart
Conocophillips Stock (COP)	0.0	$17k		178.00	93.61	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$16k	+38%	322.00	50.59	View chart
Blackstone Stock (BX)	0.0	$16k		105.00	154.14	View chart
Arista Networks Stock (ANET)	0.0	$16k	+46%	123.00	131.03	View chart
Quantum Computing Stock (QUBT)	0.0	$15k	-11%	1.5k	10.26	View chart
Astrazeneca Adr	0.0	$15k	NEW	165.00	91.93	View chart
Automatic Data Processing Stock (ADP)	0.0	$15k	NEW	58.00	257.22	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$14k		198.00	72.68	View chart
Williams Sonoma Stock (WSM)	0.0	$14k	NEW	79.00	178.59	View chart
Cboe Global Mkts Stock (CBOE)	0.0	$14k	NEW	56.00	251.00	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$14k	NEW	288.00	48.32	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$14k	NEW	295.00	46.86	View chart
D-wave Quantum Stock (QBTS)	0.0	$14k		525.00	26.15	View chart
Arm Holdings Adr (ARM)	0.0	$14k		125.00	109.31	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$14k		30.00	453.37	View chart
Dollar Gen Corp Stock (DG)	0.0	$13k	-9%	100.00	132.77	View chart
Intuit Stock (INTU)	0.0	$13k	+300%	20.00	662.40	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$13k	NEW	137.00	96.28	View chart
Talen Energy Corp Stock (TLN)	0.0	$13k	NEW	35.00	374.83	View chart
Ge Vernova Stock (GEV)	0.0	$13k	+566%	20.00	653.55	View chart
Business First Bancshares Stock (BFST)	0.0	$13k	-71%	500.00	26.14	View chart
S&p Global Stock (SPGI)	0.0	$13k	-41%	25.00	522.60	View chart
Gold Fields Adr (GFI)	0.0	$13k	NEW	297.00	43.66	View chart
Fabrinet Stock (FN)	0.0	$13k	NEW	28.00	455.29	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$13k		65.00	191.55	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$12k		31.00	397.65	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$12k		230.00	52.88	View chart
Sanmina Corporation Stock (SANM)	0.0	$12k		81.00	150.07	View chart
Salesforce Stock (CRM)	0.0	$12k	-84%	45.00	264.91	View chart
Blackrock Stock (BLK)	0.0	$12k	+37%	11.00	1070.36	View chart
Disney Walt Stock (DIS)	0.0	$12k	NEW	102.00	113.77	View chart
Linde Stock (LIN)	0.0	$12k	NEW	27.00	426.41	View chart
Roper Technologies Stock (ROP)	0.0	$11k		25.00	445.12	View chart
Embraer Adr (EMBJ)	0.0	$11k		171.00	64.37	View chart
Banco Santander Sa Adr (SAN)	0.0	$11k	-53%	919.00	11.73	View chart
Simon Ppty Group Reit (SPG)	0.0	$11k	NEW	58.00	185.10	View chart
Booking Holdings Stock (BKNG)	0.0	$11k		2.00	5355.50	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$11k	NEW	47.00	227.51	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$11k		78.00	135.99	View chart
Vaneck Clo Etf Etf (CLOI)	0.0	$11k	-7%	200.00	52.81	View chart
Sumitomo Mitsui Finl Group Adr (SMFG)	0.0	$10k	-76%	538.00	19.33	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$9.8k	+100%	220.00	44.71	View chart
Trane Technologies Stock (TT)	0.0	$9.7k		25.00	389.20	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$9.6k		213.00	45.11	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$9.6k		100.00	96.03	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$9.0k		500.00	18.01	View chart
Apollo Global Mgmt Stock (APO)	0.0	$9.0k	NEW	62.00	144.76	View chart
Boston Scientific Corp Stock (BSX)	0.0	$8.9k	-48%	93.00	95.35	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$8.8k		72.00	121.93	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$8.8k		52.00	168.77	View chart
Royal Caribbean Group Stock (RCL)	0.0	$8.6k		31.00	278.94	View chart
Deutsche Bank A G Namen Akt Stock (DB)	0.0	$8.6k		223.00	38.65	View chart
Southern Copper Corp Stock (SCCO)	0.0	$8.6k		60.00	143.47	View chart
Celestica Stock (CLS)	0.0	$8.6k	NEW	29.00	295.62	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$8.6k		15.00	570.20	View chart
Cardinal Health Stock (CAH)	0.0	$8.2k	NEW	40.00	205.50	View chart
Tjx Cos Stock (TJX)	0.0	$7.4k	NEW	48.00	153.60	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$7.3k		35.00	209.00	View chart
Jpmorgan U.s. Momentum Factor Etf Etf (JMOM)	0.0	$7.3k		107.00	68.22	View chart
Everest Group Stock (EG)	0.0	$7.1k		21.00	339.33	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$7.1k		84.00	84.83	View chart
Celsius Hldgs Stock (CELH)	0.0	$7.0k	NEW	154.00	45.74	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$6.7k		89.00	75.78	View chart
Emcor Group Stock (EME)	0.0	$6.7k	NEW	11.00	611.82	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$6.7k		151.00	44.41	View chart
Ubs Group Stock (UBS)	0.0	$6.6k	-34%	143.00	46.31	View chart
Cencora Stock (COR)	0.0	$6.4k	-52%	19.00	337.74	View chart
Global X Cloud Computing Etf Etf (CLOU)	0.0	$6.3k		280.00	22.62	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.0	$6.1k		150.00	40.92	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$6.0k		36.00	167.94	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$5.9k	-80%	81.00	73.07	View chart
Interdigital Stock (IDCC)	0.0	$5.7k		18.00	318.39	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$5.3k	NEW	56.00	94.20	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$5.1k	NEW	34.00	148.68	View chart
Ensign Group Stock (ENSG)	0.0	$5.1k	NEW	29.00	174.21	View chart
Curtiss Wright Corp Stock (CW)	0.0	$5.0k	NEW	9.00	551.22	View chart
Royal Bk Cda Stock (RY)	0.0	$4.9k	NEW	29.00	170.48	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$4.9k		59.00	82.37	View chart
Ventas Reit (VTR)	0.0	$4.8k	NEW	62.00	77.39	View chart
Novartis Adr (NVS)	0.0	$4.7k	NEW	34.00	137.88	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$4.7k		62.00	75.32	View chart
Alps/smith Core Plus Bond Etf Etf (SMTH)	0.0	$4.7k		178.00	26.14	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$4.6k		30.00	154.80	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$4.6k	NEW	45.00	102.40	View chart
Abbott Labs Stock (ABT)	0.0	$4.3k		34.00	125.29	View chart
Osi Systems Stock (OSIS)	0.0	$4.1k	NEW	16.00	255.06	View chart
Acuity Stock (AYI)	0.0	$4.0k	NEW	11.00	360.00	View chart
Ralph Lauren Corp Cl A Stock (RL)	0.0	$3.9k	NEW	11.00	353.64	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$3.9k		60.00	64.38	View chart
Equinix Reit (EQIX)	0.0	$3.8k		5.00	766.20	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$3.8k		20.00	190.05	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$3.8k		285.00	13.29	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$3.8k		45.00	83.91	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$3.8k		39.00	96.28	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$3.6k		17.00	211.76	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$3.3k	-66%	18.00	185.56	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$3.1k	NEW	109.00	28.82	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$3.1k		100.00	30.54	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$2.5k		18.00	141.06	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$2.5k	NEW	17.00	146.59	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$2.2k		100.00	22.32	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$2.1k		7.00	301.14	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$2.1k		22.00	95.77	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	94.80	View chart
Ishares Silver Trust Etf (SLV)	0.0	$1.9k	NEW	29.00	64.41	View chart
Franklin Short Duration U.s. Government Etf Etf (FTSD)	0.0	$1.9k		21.00	88.90	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$1.6k		17.00	94.18	View chart
Veralto Corp Stock (VLTO)	0.0	$1.6k		16.00	99.75	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$1.6k		52.00	30.19	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$1.5k		17.00	90.94	View chart
India Cef (IFN)	0.0	$1.5k	+22%	110.00	13.71	View chart
Ncr Atleos Corporation Stock (NATL)	0.0	$1.3k		35.00	38.11	View chart
Core Scientific Stock (CORZ)	0.0	$1.2k	-99%	80.00	14.56	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.0k		11.00	95.18	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$987.000300		39.00	25.31	View chart
Teradyne Stock (TER)	0.0	$968.000000	NEW	5.00	193.60	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.0	$953.000200		47.00	20.28	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.0	$778.000500		15.00	51.87	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$508.000000		10.00	50.80	View chart
Vodafone Group Adr (VOD)	0.0	$435.999300		33.00	13.21	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$406.999500	-99%	15.00	27.13	View chart
Jpmorgan Betabuilders Usd Investment Grade Corporate Bond Etf Etf (BBCB)	0.0	$320.999700	+133%	7.00	45.86	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$297.000000	NEW	6.00	49.50	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$270.000000	NEW	4.00	67.50	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$237.999900		3.00	79.33	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$224.999500	-93%	55.00	4.09	View chart
Kenvue Stock (KVUE)	0.0	$138.000000		8.00	17.25	View chart
Lumen Technologies Stock (LUMN)	0.0	$54.000100		7.00	7.71	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$47.000000	NEW	1.00	47.00	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$46.000000	-99%	1.00	46.00	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 Q4 filed Feb. 17, 2026
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

View all past filings

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