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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 LNG, AMLP, BIL, GOOG, NVDA, and represent 25.85% of Fwl Investment Management's stock portfolio.
Added to shares of these 10 stocks: LSTR (+$11M), BIL (+$10M), MDT (+$8.7M), URI (+$7.2M), CRCL, NVDA, ETR, AMLP, QCOM, APTV.
Started 56 new stock positions in CNX, ROST, XLI, SAP, PBR, SMH, SKYW, FLGB, JXN, PG.
Reduced shares in these 10 stocks: ETN (-$12M), ORCL (-$9.1M), GEHC (-$7.8M), VRT (-$6.2M), GDX (-$5.8M), TEM, MU, AGNC, SCHW, IREN.
Sold out of its positions in AFL, AYI, BABA, ALNY, COR, APO, ARES, AstraZeneca, ADP, BAC.
Fwl Investment Management was a net buyer of stock by $29M.
Fwl Investment Management has $456M in assets under management (AUM), dropping by 9.60%.
Central Index Key (CIK): 0001829231

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Portfolio Holdings for Fwl Investment Management

Fwl Investment Management holds 346 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Cheniere Energy Stock (LNG)	6.0	$28M	+12%	97k	283.76	View chart
Alerian Mlp Etf Etf (AMLP)	5.5	$25M	+20%	474k	52.64	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	5.5	$25M	+68%	271k	91.64	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	4.5	$20M	-5%	71k	286.86	View chart
Nvidia Corporation Stock (NVDA)	4.4	$20M	+31%	115k	174.40	View chart
Williams Cos Stock (WMB)	4.2	$19M	+11%	262k	72.78	View chart
Medtronic Stock (MDT)	3.9	$18M	+94%	206k	86.65	View chart
Vaneck Gold Miners Etf Etf (GDX)	3.8	$17M	-25%	188k	91.77	View chart
Spdr Gold Shares Etf (GLD)	3.7	$17M	-10%	39k	430.29	View chart
Entergy Corp Stock (ETR)	3.5	$16M	+37%	142k	112.36	View chart
Micron Technology Stock (MU)	3.2	$15M	-23%	43k	337.84	View chart
Cameco Corp Stock (CCJ)	3.1	$14M	-15%	130k	108.61	View chart
Global X Copper Miners Etf Etf (COPX)	3.1	$14M	+17%	184k	76.35	View chart
Microsoft Corp Stock (MSFT)	3.0	$14M		37k	370.17	View chart
Landstar Sys Stock (LSTR)	2.9	$13M	+523%	82k	160.31	View chart
Caci Intl Inc Cl A Stock (CACI)	2.8	$13M	+11%	23k	543.88	View chart
Icici Bank Adr (IBN)	2.3	$10M	+15%	397k	25.90	View chart
Agnc Invt Corp Reit (AGNC)	2.0	$9.3M	-26%	923k	10.03	View chart
United Rentals Stock (URI)	1.6	$7.2M	+17625%	9.9k	728.59	View chart
Apple Stock (AAPL)	1.4	$6.2M	-2%	24k	253.79	View chart
Ishares Msci South Korea Etf Etf (EWY)	1.3	$6.0M	+16%	49k	123.01	View chart
Qualcomm Stock (QCOM)	1.3	$5.9M	+186%	46k	128.78	View chart
Iren Limited Ordinary Shares Stock (IREN)	1.2	$5.6M	-31%	163k	34.28	View chart
Amazon Stock (AMZN)	1.1	$5.1M	-5%	25k	208.27	View chart
Nvent Elec Stock (NVT)	1.1	$5.0M	+11%	42k	118.28	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	1.1	$5.0M	+1735333%	52k	95.41	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	1.0	$4.8M	+64%	68k	70.51	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$4.5M	+8%	15k	294.17	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	1.0	$4.4M	+331%	54k	82.57	View chart
Tesla Stock (TSLA)	0.9	$4.2M	+40%	11k	371.75	View chart
Walmart Stock (WMT)	0.9	$4.1M		33k	124.28	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$3.9M		8.1k	479.20	View chart
Aptiv Stock (APTV)	0.8	$3.5M	NEW	51k	69.44	View chart
Global X Uranium Etf Etf (URA)	0.7	$3.2M	+8%	66k	48.43	View chart
Costco Wholesale Corporation Stock (COST)	0.7	$3.0M		3.0k	996.54	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$2.6M	+9%	18k	146.28	View chart
Chevron Corporation Stock (CVX)	0.6	$2.6M	+89%	13k	206.90	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$2.5M		4.3k	577.16	View chart
Visa Inc Com Cl A Stock (V)	0.5	$2.2M	+38%	7.4k	302.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$2.1M		7.1k	287.56	View chart
Global X Silver Miners Etf Etf (SIL)	0.4	$1.9M	+507%	22k	90.08	View chart
Schwab Charles Corp Stock (SCHW)	0.4	$1.9M	-59%	21k	93.98	View chart
General Dynamics Corp Stock (GD)	0.4	$1.9M		5.4k	343.21	View chart
Goldman Sachs Group Stock (GS)	0.4	$1.8M	+20%	2.1k	845.94	View chart
Ishares Gold Trust Etf (IAU)	0.4	$1.7M	-23%	19k	88.16	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.4	$1.6M	+2%	7.6k	215.97	View chart
Amgen Stock (AMGN)	0.4	$1.6M		4.6k	351.82	View chart
Air Products And Chemicals Stock (APD)	0.3	$1.4M		4.9k	290.51	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.3	$1.4M	+3%	73k	19.00	View chart
Global X Mlp Etf Etf (MLPA)	0.3	$1.3M	+14%	24k	53.87	View chart
Johnson Ctls Intl Stock (JCI)	0.3	$1.2M	NEW	9.4k	130.95	View chart
Eli Lilly & Co Stock (LLY)	0.3	$1.2M	+528%	1.3k	919.77	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$1.1M	-10%	2.7k	426.40	View chart
Abbvie Stock (ABBV)	0.2	$1.1M	+309%	4.9k	217.49	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$1.0M	+6%	1.6k	653.28	View chart
Astrazeneca Plc Ord Adr (AZN)	0.2	$889k	NEW	4.5k	197.22	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$871k	+33%	29k	30.32	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$829k		3.5k	237.60	View chart
Ishares Silver Trust Etf (SLV)	0.2	$794k	+40068%	12k	68.14	View chart
American Elec Pwr Stock (AEP)	0.2	$787k	NEW	6.0k	131.08	View chart
Philip Morris Intl Stock (PM)	0.2	$775k	+3978%	4.7k	165.34	View chart
Alamos Gold Inc Com Cl A Stock (AGI)	0.2	$741k	-48%	17k	44.43	View chart
American Express Stock (AXP)	0.2	$704k	+431%	2.3k	302.48	View chart
Coca Cola Stock (KO)	0.2	$698k	+3601%	9.2k	76.05	View chart
Annaly Capital Management Reit (NLY)	0.2	$694k	-14%	33k	21.15	View chart
Ross Stores Stock (ROST)	0.2	$693k	NEW	3.2k	216.63	View chart
Deere & Co Stock (DE)	0.2	$690k	NEW	1.2k	563.30	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.2	$687k	+3%	15k	45.89	View chart
Sap Se Adr (SAP)	0.1	$669k	NEW	3.9k	171.21	View chart
Johnson & Johnson Stock (JNJ)	0.1	$654k	+394%	2.7k	244.44	View chart
Rtx Corporation Stock (RTX)	0.1	$638k	+1025%	3.3k	192.90	View chart
Cardinal Health Stock (CAH)	0.1	$634k	+7400%	3.0k	211.31	View chart
Willis Towers Watson Stock (WTW)	0.1	$595k	NEW	2.0k	290.70	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$583k		9.3k	62.56	View chart
Wec Energy Group Stock (WEC)	0.1	$579k	NEW	5.0k	115.77	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$576k	+5765%	2.8k	209.02	View chart
Home Depot Stock (HD)	0.1	$576k	-74%	1.8k	328.86	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$531k	+9%	761.00	697.72	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$524k		1.2k	436.79	View chart
Quest Diagnostics Stock (DGX)	0.1	$510k	NEW	2.6k	195.98	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$500k	-10%	3.1k	163.60	View chart
Broadcom Stock (AVGO)	0.1	$497k	+10%	1.6k	309.51	View chart
Vanguard Value Etf Etf (VTV)	0.1	$461k	+3%	2.4k	196.20	View chart
Blackrock Stock (BLK)	0.1	$423k	+3900%	440.00	961.71	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$386k	+91%	8.2k	46.84	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$380k	-3%	4.5k	84.91	View chart
S&p Global Stock (SPGI)	0.1	$362k	+3300%	850.00	425.34	View chart
Procter & Gamble Stock (PG)	0.1	$347k	NEW	2.4k	144.44	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.1	$320k	+3%	4.9k	64.95	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$317k	+14%	2.9k	109.37	View chart
Ishares Mortgage Real Estate Etf Etf (REM)	0.1	$304k	+10%	14k	21.47	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$263k	+17%	10k	26.30	View chart
3M Stock (MMM)	0.1	$262k		1.8k	145.23	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$258k	-3%	3.5k	72.60	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$248k	-4%	1.3k	191.81	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.1	$242k	+4%	953.00	253.97	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.1	$240k	+10%	6.1k	39.73	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$234k	-83%	409.00	572.13	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$233k		1.8k	132.90	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$231k	+7%	3.3k	70.18	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$205k	+17%	1.2k	169.66	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$201k	+10%	2.7k	73.94	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$199k	+11%	2.4k	84.43	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$195k	-31%	2.0k	99.25	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$194k	+11%	3.8k	50.81	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$192k	+14%	4.7k	40.80	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$185k	+13%	2.5k	75.09	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$184k		5.5k	33.53	View chart
Nextera Energy Stock (NEE)	0.0	$182k	+15%	2.0k	92.88	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$181k		7.1k	25.64	View chart
Merck & Co Stock (MRK)	0.0	$180k	+7%	1.5k	120.29	View chart
Oneok Stock (OKE)	0.0	$169k	+15%	1.9k	90.39	View chart
Capital One Finl Corp Stock (COF)	0.0	$168k		922.00	182.43	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$168k	-97%	670.00	250.58	View chart
Marvell Technology Stock (MRVL)	0.0	$167k	NEW	1.7k	99.05	View chart
Quanta Svcs Stock (PWR)	0.0	$166k		302.00	549.02	View chart
Cisco Sys Stock (CSCO)	0.0	$157k	-17%	2.0k	77.59	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.0	$146k	NEW	6.0k	24.39	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.0	$143k	-7%	220.00	650.34	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.0	$142k	+10%	2.4k	59.71	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$140k	+4%	413.00	337.95	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$133k		518.00	257.35	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$132k	-25%	1.2k	109.69	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$126k	+12%	4.8k	26.42	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$123k		1.3k	92.69	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$123k	-8%	1.0k	117.66	View chart
Eaton Corp Stock (ETN)	0.0	$121k	-99%	337.00	358.00	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$121k	+9%	2.8k	42.31	View chart
Franklin Ftse South Korea Etf Etf (FLKR)	0.0	$120k	+50%	3.0k	39.87	View chart
Cms Energy Corp Stock (CMS)	0.0	$105k		1.4k	77.58	View chart
American Tower Corp Reit (AMT)	0.0	$105k		606.00	172.58	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$103k		1.2k	86.69	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$102k		2.1k	48.02	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$101k	+44%	926.00	108.92	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$99k	-30%	1.1k	92.76	View chart
Uber Technologies Stock (UBER)	0.0	$94k	-13%	1.3k	71.93	View chart
Dominion Energy Stock (D)	0.0	$92k		1.5k	61.82	View chart
Ishares Msci Saudi Arabia Etf Etf (KSA)	0.0	$87k	+9%	2.2k	39.75	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$87k		593.00	145.94	View chart
Intercontinental Exchange Stock (ICE)	0.0	$84k		535.00	157.28	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.0	$78k	-21%	474.00	164.18	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$76k		1.0k	75.49	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$75k	-29%	210.00	359.03	View chart
Berkley W R Corp Stock (WRB)	0.0	$75k	-18%	1.1k	66.28	View chart
Pepsico Stock (PEP)	0.0	$74k		478.00	155.29	View chart
Nextnav Stock (NN)	0.0	$74k		4.6k	16.02	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$73k	-99%	1.0k	71.18	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$68k		291.00	234.03	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$64k	-3%	516.00	124.31	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$63k	+12%	558.00	112.45	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$61k		1.1k	55.37	View chart
Coinshares Bitcoin Mining Etf Etf (WGMI)	0.0	$60k	+5%	1.7k	34.82	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$60k	-16%	100.00	597.55	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$60k		3.3k	18.29	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$60k	-13%	119.00	499.66	View chart
Xylem Stock (XYL)	0.0	$57k	+26%	479.00	119.50	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$55k	NEW	153.00	356.56	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$53k	+6%	488.00	108.99	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$53k	NEW	1.0k	52.78	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$53k	NEW	326.00	161.73	View chart
Lowes Cos Stock (LOW)	0.0	$50k		213.00	236.67	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$50k	NEW	599.00	82.81	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$48k		362.00	133.19	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$48k		200.00	239.99	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$48k	+2%	36.00	1320.83	View chart
Conocophillips Stock (COP)	0.0	$47k	+100%	356.00	132.00	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$46k	+36%	857.00	53.35	View chart
At&t Stock (T)	0.0	$45k	-38%	1.5k	28.99	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$45k	NEW	116.00	383.40	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$44k	-32%	365.00	120.81	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$44k	-47%	74.00	592.99	View chart
Intuitive Surgical Stock (ISRG)	0.0	$44k	-2%	95.00	460.99	View chart
Stryker Corporation Stock (SYK)	0.0	$43k	-50%	130.00	328.59	View chart
Duke Energy Corp Stock (DUK)	0.0	$42k	-34%	324.00	130.94	View chart
Prologis Reit (PLD)	0.0	$42k	-40%	320.00	132.18	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$42k		1.7k	24.28	View chart
International Business Machs Stock (IBM)	0.0	$42k	-10%	173.00	242.39	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$42k		735.00	56.58	View chart
Kinross Gold Corp Stock (KGC)	0.0	$41k	+102%	1.4k	30.52	View chart
First Solar Stock (FSLR)	0.0	$40k	+100%	200.00	197.26	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$39k	-5%	995.00	39.43	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$39k		400.00	96.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$39k	-64%	120.00	320.81	View chart
Netflix Stock (NFLX)	0.0	$39k	-24%	400.00	96.15	View chart
Applied Matls Stock (AMAT)	0.0	$38k	-24%	112.00	341.79	View chart
First Trust Natural Gas Etf Etf (FCG)	0.0	$36k	+53%	1.1k	31.70	View chart
Verizon Communications Stock (VZ)	0.0	$36k	-3%	715.00	50.20	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$35k		440.00	80.08	View chart
Boeing Stock (BA)	0.0	$35k		177.00	199.03	View chart
Franklin Ftse United Kingdom Etf Etf (FLGB)	0.0	$35k	NEW	1.0k	34.76	View chart
Principal Financial Group Stock (PFG)	0.0	$34k		380.00	90.11	View chart
Generac Hldgs Stock (GNRC)	0.0	$34k	+25%	175.00	195.33	View chart
Southern Stock (SO)	0.0	$34k	-44%	350.00	96.52	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$33k	-19%	85.00	390.41	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$33k		132.00	248.00	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$33k		332.00	98.58	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$33k	-37%	158.00	206.34	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$32k	-10%	270.00	118.62	View chart
Vistra Corp Stock (VST)	0.0	$32k		213.00	150.33	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$32k		100.00	318.07	View chart
Vaneck Clo Etf Etf (CLOI)	0.0	$31k	+193%	586.00	52.70	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$28k	+106%	454.00	61.26	View chart
Trimble Stock (TRMB)	0.0	$26k	NEW	400.00	65.23	View chart
Illinois Tool Wks Stock (ITW)	0.0	$26k		100.00	260.29	View chart
Cadence Design System Stock (CDNS)	0.0	$25k		91.00	277.87	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$25k	NEW	144.00	174.61	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$24k		414.00	58.59	View chart
Mercadolibre Stock (MELI)	0.0	$24k	-22%	14.00	1729.00	View chart
Parker-hannifin Corp Stock (PH)	0.0	$24k	-50%	27.00	895.22	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$24k	NEW	217.00	110.86	View chart
Cintas Corp Stock (CTAS)	0.0	$24k	-37%	140.00	169.14	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$22k		45.00	491.53	View chart
Ge Aerospace Stock (GE)	0.0	$22k	-56%	77.00	284.84	View chart
Regan Floating Rate Mbs Etf Etf (MBSF)	0.0	$22k	-40%	855.00	25.51	View chart
Eog Res Stock (EOG)	0.0	$22k	NEW	150.00	144.57	View chart
Emerson Elec Stock (EMR)	0.0	$22k		165.00	131.02	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$22k	+356%	370.00	58.40	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$21k	NEW	35.00	604.40	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$21k		300.00	70.03	View chart
Pool Corp Stock (POOL)	0.0	$20k	-13%	100.00	202.33	View chart
Franklin Ftse Japan Etf Etf (FLJP)	0.0	$20k	NEW	557.00	36.18	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.0	$20k		138.00	143.62	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$20k	-26%	410.00	48.26	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$19k	NEW	62.00	312.23	View chart
Palo Alto Networks Stock (PANW)	0.0	$19k		120.00	160.32	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$19k	-33%	83.00	229.80	View chart
Sprouts Fmrs Mkt Stock (SFM)	0.0	$19k	-54%	247.00	77.13	View chart
Arm Holdings Adr (ARM)	0.0	$19k		125.00	151.28	View chart
Ge Vernova Stock (GEV)	0.0	$18k		20.00	872.90	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$17k	-80%	272.00	64.08	View chart
Gold Fields Adr (GFI)	0.0	$17k	+27%	378.00	45.40	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$17k		213.00	79.06	View chart
Constellation Energy Corp Stock (CEG)	0.0	$16k	-46%	58.00	279.26	View chart
State Street Spdr S&p Health Care Equipment Etf Etf (XHE)	0.0	$16k		200.00	78.24	View chart
Shake Shack Inc Cl A Stock (SHAK)	0.0	$16k	-22%	175.00	88.47	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$15k	NEW	240.00	62.64	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$15k	NEW	156.00	95.99	View chart
Advanced Micro Devices Stock (AMD)	0.0	$15k	-83%	72.00	203.43	View chart
Oracle Corp Stock (ORCL)	0.0	$14k	-99%	98.00	147.11	View chart
Novartis Adr (NVS)	0.0	$14k	+167%	91.00	152.75	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$14k	+13%	260.00	52.56	View chart
Infosys Adr (INFY)	0.0	$14k		1.0k	13.51	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$13k		30.00	446.53	View chart
Dollar Gen Corp Stock (DG)	0.0	$12k		100.00	118.73	View chart
Cummins Stock (CMI)	0.0	$12k	-70%	22.00	538.00	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$12k	-27%	232.00	50.61	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$11k	-50%	30.00	370.67	View chart
Consolidated Edison Stock (ED)	0.0	$11k	NEW	96.00	113.18	View chart
Solaris Energy Infras Inc Com Cl A Stock (SEI)	0.0	$11k	NEW	190.00	56.51	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$11k	-70%	195.00	54.06	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$10k		213.00	48.83	View chart
Banco Santander Sa Adr (SAN)	0.0	$10k		919.00	11.28	View chart
Quantum Computing Stock (QUBT)	0.0	$10k		1.5k	6.85	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$9.7k		100.00	97.13	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$9.6k	-40%	443.00	21.66	View chart
Renaissancere Hldgs Stock (RNR)	0.0	$9.5k	NEW	32.00	297.22	View chart
Danaher Corp Del Stock (DHR)	0.0	$9.3k	-54%	49.00	189.59	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$9.2k		72.00	127.74	View chart
Newmont Corp Stock (NEM)	0.0	$9.0k	NEW	83.00	108.25	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$8.8k		52.00	168.85	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$8.6k	-30%	45.00	191.91	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$8.6k		500.00	17.22	View chart
Bread Financial Holdings Stock (BFH)	0.0	$8.5k	NEW	113.00	74.89	View chart
Booking Holdings Stock (BKNG)	0.0	$8.4k		2.00	4210.50	View chart
Paccar Stock (PCAR)	0.0	$8.2k	NEW	71.00	115.51	View chart
Celestica Stock (CLS)	0.0	$8.2k		29.00	281.69	View chart
Emcor Group Stock (EME)	0.0	$8.1k		11.00	738.27	View chart
Jackson Financial Inc Com Cl A Stock (JXN)	0.0	$8.0k	NEW	76.00	105.72	View chart
Royal Caribbean Group Stock (RCL)	0.0	$8.0k	-6%	29.00	275.17	View chart
D-wave Quantum Stock (QBTS)	0.0	$7.6k		525.00	14.43	View chart
Companhia De Saneamento Basico Adr (SBS)	0.0	$7.6k	NEW	248.00	30.51	View chart
Sterling Infrastructure Stock (STRL)	0.0	$7.3k	-70%	18.00	407.28	View chart
Mueller Inds Stock (MLI)	0.0	$7.3k	NEW	66.00	110.80	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$7.3k		84.00	86.68	View chart
Jpmorgan U.s. Momentum Factor Etf Etf (JMOM)	0.0	$7.3k		107.00	67.98	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$7.2k		89.00	80.61	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$7.1k	-54%	90.00	78.66	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$7.1k		35.00	201.66	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$6.9k		151.00	45.65	View chart
Sanmina Corp Stock (SANM)	0.0	$6.9k	-34%	53.00	129.64	View chart
Everest Group Stock (EG)	0.0	$6.9k		21.00	326.86	View chart
Deutsche Bk Ag Namen Akt Stock (DB)	0.0	$6.7k		223.00	29.84	View chart
Powell Inds Stock (POWL)	0.0	$6.5k	NEW	12.00	541.08	View chart
Petroleo Brasileiro S A Adr (PBR)	0.0	$6.3k	NEW	305.00	20.75	View chart
Sumitomo Mitsui Fin Grp Adr (SMFG)	0.0	$6.3k	-41%	317.00	19.75	View chart
Curtiss Wright Corp Stock (CW)	0.0	$6.1k		9.00	681.11	View chart
Skywest Stock (SKYW)	0.0	$6.1k	NEW	66.00	91.83	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.0	$6.0k		150.00	40.31	View chart
Kla Corp Stock (KLAC)	0.0	$5.9k	NEW	4.00	1472.50	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$5.6k		36.00	155.11	View chart
Global X Cloud Computing Etf Etf (CLOU)	0.0	$5.5k		280.00	19.50	View chart
Mckesson Corp Stock (MCK)	0.0	$5.2k	-83%	6.00	865.33	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$5.0k		59.00	84.90	View chart
Equinix Reit (EQIX)	0.0	$4.9k		5.00	980.20	View chart
Arista Networks Stock (ANET)	0.0	$4.8k	-68%	39.00	122.77	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$4.7k		62.00	75.47	View chart
Alps/smith Core Plus Bond Etf Etf (SMTH)	0.0	$4.6k		178.00	25.82	View chart
Nexstar Media Group Stock (NXST)	0.0	$4.3k	NEW	24.00	180.83	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$4.3k		285.00	15.12	View chart
Labcorp Holdings Stock (LH)	0.0	$4.3k	NEW	16.00	266.81	View chart
Cnx Res Corp Stock (CNX)	0.0	$4.1k	NEW	106.00	38.55	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$4.0k	-89%	50.00	80.06	View chart
Exelixis Stock (EXEL)	0.0	$3.9k	NEW	92.00	42.89	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$3.8k		45.00	84.40	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$3.8k		39.00	97.23	View chart
Oge Energy Corp Stock (OGE)	0.0	$3.8k	NEW	79.00	47.96	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$3.7k		60.00	62.08	View chart
Matson Stock (MATX)	0.0	$3.6k	NEW	22.00	163.95	View chart
Abbott Laboratories Stock (ABT)	0.0	$3.5k		34.00	102.68	View chart
Pilgrims Pride Corp Stock (PPC)	0.0	$3.3k	NEW	88.00	37.76	View chart
Perdoceo Ed Corp Stock (PRDO)	0.0	$3.2k	NEW	87.00	37.21	View chart
Lam Research Corp Stock (LRCX)	0.0	$3.2k	NEW	15.00	213.67	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$3.0k		109.00	27.46	View chart
Lumentum Hldgs Stock (LITE)	0.0	$2.8k	NEW	4.00	702.75	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$2.6k		18.00	145.72	View chart
Carnival Corp Stock	0.0	$2.6k		100.00	25.88	View chart
Essent Group Stock (ESNT)	0.0	$2.5k	NEW	42.00	58.43	View chart
Suncor Energy Stock (SU)	0.0	$2.4k	NEW	37.00	66.11	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$2.3k		7.00	328.71	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$2.1k		22.00	94.36	View chart
Angel Oak Ultrashort Income Etf Etf (UYLD)	0.0	$1.9k		38.00	51.13	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.0	$1.9k		100.00	18.70	View chart
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)	0.0	$1.9k		20.00	93.25	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$1.6k		17.00	96.65	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$1.6k		17.00	94.59	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$1.6k		52.00	30.08	View chart
Ncr Atleos Corporation Stock (NATL)	0.0	$1.5k		35.00	43.57	View chart
Teradyne Stock (TER)	0.0	$1.5k		5.00	296.40	View chart
Veralto Corp Stock (VLTO)	0.0	$1.4k		16.00	88.44	View chart
Aberdeen India Cef (IFN)	0.0	$1.2k		110.00	11.32	View chart
Core Scientific Stock (CORZ)	0.0	$1.2k		80.00	14.96	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.0k		11.00	94.91	View chart
Figure Technology Solutio Com Cl A Stock (FIGR)	0.0	$1.0k	NEW	30.00	33.97	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$974.001600		39.00	24.97	View chart
Franklin International Aggregate Bond Etf Etf (FLIA)	0.0	$956.999900		47.00	20.36	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.0	$691.999500		15.00	46.13	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$588.000000		10.00	58.80	View chart
Ionq Stock (IONQ)	0.0	$577.000000	NEW	20.00	28.85	View chart
Vodafone Group Adr (VOD)	0.0	$495.999900		33.00	15.03	View chart
Bitmine Immersion Techs Stock (BMNR)	0.0	$396.000000	+33%	20.00	19.80	View chart
State Street Spdr S&p Bank Etf Etf (KBE)	0.0	$179.000100	-99%	3.00	59.67	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$168.998500		55.00	3.07	View chart
Kenvue Stock (KVUE)	0.0	$138.000000		8.00	17.25	View chart
Jpmorgan Betabuilders Usd Investment Grade Corporate Bond Etf Etf (BBCB)	0.0	$91.000000	-71%	2.00	45.50	View chart
Ft Vest U.s. Equity Deep Buffer Etf - September Etf (DSEP)	0.0	$46.000000	NEW	1.00	46.00	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$41.000000		1.00	41.00	View chart

Past Filings by Fwl Investment Management

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

Fwl Investment Management 2026 Q1 filed May 15, 2026
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

View all past filings

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