Fwl Investment Management, LLC Purchases in Q3 2024

Fwl Investment Management, LLC

  • $260 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
50.2K
New
$86.27 - $136.82 $4.33M - $6.87M
50.2K $5.21M
CCJ
Cameco Corp

Energy
101K
New
$36.9 - $53.72 $3.73M - $5.43M
101K $4.83M
LMT
Lockheed Martin Corp

Industrials
3.73K
+ 27.85%
$460.3 - $584.56 $1.72M - $2.18M
17.1K $10M
ORCL
Oracle Corp

Technology
11.7K
+ 27.33%
$125.9 - $170.35 $1.48M - $2M
54.6K $9.3M
AAPL
Apple Inc.

Technology
11.8K
+ 62.23%
$207.23 - $234.82 $2.45M - $2.78M
30.9K $7.19M
WMT
Walmart Inc.

Consumer Defensive
38K
+ 1875.26%
$66.91 - $81.4 $2.54M - $3.09M
40K $3.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6K
+ 245.68%
$405.19 - $478.57 $2.43M - $2.87M
8.44K $3.88M
HD
Home Depot, Inc.

Consumer Cyclical
7.08K
+ 2074.78%
$333.64 - $405.2 $2.36M - $2.87M
7.42K $3M
JPM
Jpmorgan Chase & CO

Financial Services
13.3K
+ 910.9%
$194.9 - $224.8 $2.59M - $2.99M
14.7K $3.11M
LNG
Cheniere Energy, Inc.

Energy
12.6K
+ 34.27%
$172.24 - $186.09 $2.17M - $2.35M
49.4K $8.88M
UNH
Unitedhealth Group Inc

Healthcare
3.85K
+ 1814.15%
$488.01 - $604.18 $1.88M - $2.32M
4.06K $2.37M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
15K
+ 14.23%
$90.87 - $102.43 $1.36M - $1.54M
121K $11.9M
COST
Costco Wholesale Corp

Consumer Defensive
2.25K
+ 360.16%
$801.83 - $917.05 $1.8M - $2.06M
2.88K $2.55M
ACN
Accenture PLC

Technology
5.24K
+ 2831.35%
$295.44 - $355.81 $1.55M - $1.86M
5.42K $1.92M
MCD
Mcdonalds Corp

Consumer Cyclical
5.88K
+ 2398.37%
$245.82 - $304.51 $1.44M - $1.79M
6.12K $1.86M
CB
Chubb LTD

Financial Services
6.18K
+ 3169.23%
$252.51 - $292.2 $1.56M - $1.81M
6.38K $1.84M
GOOG
Alphabet Inc.

Communication Services
15.8K
+ 27.61%
$149.54 - $192.66 $2.37M - $3.05M
73.1K $12.2M
V
Visa Inc.

Financial Services
6.02K
+ 2005.0%
$253.74 - $291.56 $1.53M - $1.75M
6.32K $1.74M
PG
Procter & Gamble CO

Consumer Defensive
9.26K
+ 2685.22%
$160.76 - $177.82 $1.49M - $1.65M
9.61K $1.66M
GD
General Dynamics Corp

Industrials
5.25K
+ 3281.25%
$279.51 - $308.09 $1.47M - $1.62M
5.41K $1.63M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.25K
+ 2918.89%
$247.34 - $300.11 $1.3M - $1.58M
5.43K $1.62M
JNJ
Johnson & Johnson

Healthcare
9.16K
+ 902.86%
$145.48 - $167.38 $1.33M - $1.53M
10.2K $1.65M
IVV
Ishares Core S&P 500 ETF

ETFs
2.52K
+ 421.4%
$520.18 - $576.82 $1.31M - $1.45M
3.12K $1.8M
ETN
Eaton Corp PLC

Industrials
3.19K
+ 17.73%
$272.52 - $333.02 $870K - $1.06M
21.2K $7.03M
PEP
Pepsico Inc

Consumer Defensive
8.03K
+ 2230.0%
$161.9 - $179.3 $1.3M - $1.44M
8.39K $1.43M
AMGN
Amgen Inc

Healthcare
4.17K
+ 2194.21%
$309.38 - $337.38 $1.29M - $1.41M
4.36K $1.4M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
69.2K
+ 2950.79%
$18.36 - $19.08 $1.27M - $1.32M
71.5K $1.36M
AGNC
Agnc Investment Corp.

Real Estate
52.7K
+ 6.62%
$9.48 - $10.66 $500K - $562K
850K $8.89M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
34.8K
+ 2480.07%
$32.65 - $36.69 $1.14M - $1.28M
36.3K $1.32M
GLD
Spdr Gold Trust

ETFs
1.22K
+ 3.65%
$215.56 - $246.98 $263K - $301K
34.7K $8.42M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
28K
+ 21.56%
$44.66 - $49.15 $1.25M - $1.38M
158K $7.44M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.59K
+ 904.05%
$178.94 - $207.0 $1M - $1.16M
6.21K $1.25M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
7.97K
+ 4.29%
$54.38 - $59.77 $433K - $476K
194K $11.5M
MRK
Merck & Co., Inc.

Healthcare
9.7K
+ 204.77%
$111.15 - $128.97 $1.08M - $1.25M
14.4K $1.64M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11.5K
+ 4220.96%
$63.74 - $73.47 $732K - $844K
11.8K $841K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.86K
+ 30.76%
$91.42 - $91.82 $718K - $722K
33.4K $3.07M
WMB
Williams Companies, Inc.

Energy
4.46K
+ 3.17%
$41.24 - $46.22 $184K - $206K
145K $6.62M
INDA
Ishares Msci India Index Fund

ETFs
4.67K
+ 3.52%
$54.86 - $59.22 $256K - $277K
137K $8.04M
FQAL
Fidelity Covington Tr Quality

ETFs
9.47K
+ 3946.25%
$58.92 - $64.9 $558K - $615K
9.71K $630K
CYBR
Cyber Ark Software Ltd.

Technology
668
+ 2.96%
$241.52 - $291.61 $161K - $195K
23.3K $6.78M
DGRO
Ishares Core Dividend Growth E

ETFs
8.91K
+ 4051.36%
$57.47 - $62.76 $512K - $559K
9.13K $572K
IBN
Icici Bank LTD

Financial Services
5.02K
+ 1.87%
$27.58 - $31.38 $138K - $157K
273K $8.15M
IAU
Ishares Gold Trust

ETFs
4.47K
+ 18.76%
$44.06 - $50.5 $197K - $226K
28.3K $1.4M
PLTR
Palantir Technologies Inc.

Technology
6.54K
+ 261.64%
$24.09 - $37.95 $158K - $248K
9.04K $336K
VRT
Vertiv Holdings CO

Industrials
3.01K
+ 52.66%
$86.66 - $86.66 $261K - $261K
8.72K $755K
AMZN
Amazon Com Inc

Consumer Cyclical
1.9K
+ 10.54%
$161.02 - $200.0 $305K - $379K
19.9K $3.71M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.27K
New
$85.48 - $98.39 $194K - $224K
2.27K $219K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.09K
+ 4980.95%
$96.25 - $101.98 $201K - $213K
2.13K $216K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.13K
+ 258.09%
$162.64 - $179.3 $184K - $203K
1.57K $281K
Activity Summary
Buys All Purchases 178 New Holdings 85 Increased Positions 93 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fwl Investment Management, LLC Portfolio

Follow Fwl Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email