Fwl Investment Management, LLC Purchases in Q2 2025

Fwl Investment Management, LLC

  • $316 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
74.2K
+ 102.6%
$91.43 - $91.74 $6.79M - $6.81M
147K $13.4M
FCX
Freeport Mcmoran Inc

Basic Materials
140K
+ 1390.37%
$29.15 - $44.46 $4.08M - $6.22M
150K $6.5M
CCJ
Cameco Corp

Energy
8K
+ 5.53%
$36.68 - $74.46 $294K - $596K
153K $11.3M
IREN
Iris Energy LTD

Financial Services
301K
+ 274.13%
$5.3 - $14.57 $1.6M - $4.39M
411K $5.98M
OKE
Oneok Inc

Energy
57.9K
+ 3604.11%
$78.71 - $100.37 $4.56M - $5.81M
59.5K $4.86M
NVDA
Nvidia Corp

Technology
2.95K
+ 4.01%
$94.31 - $157.99 $278K - $466K
76.5K $12.1M
MSFT
Microsoft Corp

Technology
114
+ 0.36%
$354.56 - $497.45 $40.4K - $56.7K
31.6K $15.7M
NOW
Service Now, Inc.

Technology
3.71K
+ 74280.0%
$721.65 - $1040.18 $2.68M - $3.86M
3.72K $3.82M
AMZN
Amazon Com Inc

Consumer Cyclical
5.46K
+ 13.89%
$167.32 - $223.3 $914K - $1.22M
44.8K $9.83M
MU
Micron Technology Inc

Technology
11K
+ 76.46%
$64.72 - $127.91 $712K - $1.41M
25.4K $3.13M
AGNC
Agnc Investment Corp.

Real Estate
197K
+ 31.13%
$8.12 - $9.49 $1.6M - $1.87M
830K $7.62M
META
Meta Platforms, Inc.

Communication Services
1.61K
+ 795.07%
$484.66 - $738.09 $782K - $1.19M
1.82K $1.34M
PLTR
Palantir Technologies Inc.

Technology
2.03K
+ 13.36%
$74.01 - $144.25 $150K - $292K
17.2K $2.34M
MDT
Medtronic PLC

Healthcare
13.4K
+ 32.83%
$80.68 - $88.86 $1.08M - $1.19M
54.4K $4.74M
PAGP
Plains Gp Holdings LP

Energy
49.9K
New
$17.24 - $21.61 $861K - $1.08M
49.9K $970K
VRT
Vertiv Holdings CO

Industrials
10.9K
+ 83.77%
N/A
23.8K $2.07M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.24K
+ 17.61%
$27.82 - $46.45 $146K - $244K
35K $1.63M
GS
Goldman Sachs Group Inc

Financial Services
936
New
$462.22 - $707.75 $433K - $662K
936 $662K
MSTR
Microstrategy Inc

Technology
1.59K
New
$237.95 - $421.61 $378K - $669K
1.59K $641K
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 34.23%
$221.86 - $362.89 $234K - $382K
4.13K $1.31M
ISRG
Intuitive Surgical Inc

Healthcare
636
New
$451.58 - $565.94 $287K - $360K
636 $345K
QTEC
First Trust Nasdaq 100 Technol

ETFs
211
+ 2.78%
$149.56 - $212.83 $31.6K - $44.9K
7.8K $1.66M
EAT
Brinker International, Inc

Consumer Cyclical
1.35K
+ 44.45%
$128.68 - $181.78 $174K - $246K
4.4K $792K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.82K
+ 45.11%
$82.21 - $83.12 $314K - $318K
12.3K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
856
+ 11.34%
$335.24 - $380.78 $287K - $326K
8.4K $3.08M
CVX
Chevron Corp

Energy
2.16K
New
$133.73 - $168.51 $289K - $364K
2.16K $309K
IEF
Ishares Barclays

ETFs
3.09K
New
$93.15 - $96.56 $287K - $298K
3.09K $295K
COST
Costco Wholesale Corp

Consumer Defensive
138
+ 4.52%
$908.13 - $1056.85 $125K - $146K
3.19K $3.16M
GD
General Dynamics Corp

Industrials
559
+ 10.24%
$247.68 - $291.66 $138K - $163K
6.02K $1.75M
COF
Capital One Financial Corp

Financial Services
928
New
$150.57 - $212.76 $140K - $197K
928 $197K
RIOT
Riot Blockchain, Inc.

Technology
6.04K
+ 23.42%
$6.29 - $11.3 $38K - $68.3K
31.8K $359K
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.54K
+ 186.91%
$25.48 - $27.78 $167K - $182K
10K $266K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17.8K
+ 7.54%
$45.07 - $52.57 $801K - $934K
253K $12.4M
AVGO
Broadcom Inc.

Technology
93
+ 8.94%
$146.29 - $275.65 $13.6K - $25.6K
1.13K $312K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.75K
New
$22.27 - $29.21 $83.5K - $109K
3.75K $109K
MBB
Ishares Tr

ETFs
1.04K
+ 9409.09%
$91.41 - $94.22 $94.6K - $97.5K
1.05K $98K
IAI
Ishares Tr Us Broker Dealers &

ETFs
560
New
$122.04 - $169.14 $68.3K - $94.7K
560 $94K
SKYY
First Trust Cloud Computing Et

ETFs
355
+ 14.43%
$89.46 - $121.64 $31.8K - $43.2K
2.82K $342K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2K
+ 1290.97%
$40.82 - $43.14 $81.7K - $86.3K
2.16K $93K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
170
+ 7.09%
$101.69 - $139.02 $17.3K - $23.6K
2.57K $356K
NFLX
Netflix Inc

Communication Services
50
+ 312.5%
$855.86 - $1339.13 $42.8K - $67K
66 $88K
PG
Procter & Gamble CO

Consumer Defensive
1.16K
+ 11.33%
$157.66 - $172.39 $183K - $200K
11.4K $1.81M
NN
Nextnav Inc.

Communication Services
4.59K
New
$10.96 - $15.32 $50.3K - $70.2K
4.59K $69K
DOW
Dow Inc.

Basic Materials
2.31K
New
$25.81 - $34.89 $59.7K - $80.7K
2.31K $61K
ARKG
Ark Genomic Revolution ETF (De

ETFs
2.44K
+ 750.77%
$18.34 - $24.56 $44.7K - $59.9K
2.77K $67K
ARKQ
Ark Autonomous Technology & Ro

ETFs
684
New
$58.8 - $89.17 $40.2K - $61K
684 $60K
FNDX
Schwab Fundamental U S Large C

ETFs
2.39K
New
$20.84 - $24.54 $49.8K - $58.7K
2.39K $58K
XAR
Spdr S&P Aerospace & Defense E

ETFs
81
+ 10.55%
$144.94 - $210.94 $11.7K - $17.1K
849 $179K
COPX
Global X Copper Miners ETF

ETFs
934
+ 43.2%
$31.24 - $45.59 $29.2K - $42.6K
3.1K $139K
Activity Summary
Buys All Purchases 134 New Holdings 63 Increased Positions 71 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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