Fwl Investment Management, LLC Purchases in Q4 2024

Fwl Investment Management, LLC

  • $273 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITRI
Itron, Inc.

Technology
681
+ 13.06%
$101.26 - $124.45 $69K - $84.8K
5.89K $639K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.49K
+ 27.02%
$56.06 - $61.35 $83.5K - $91.4K
7K $395K
PWR
Quanta Services, Inc.

Industrials
237
+ 364.62%
$296.05 - $346.6 $70.2K - $82.1K
302 $95K
XAR
Spdr S&P Aerospace & Defense E

ETFs
444
+ 317.14%
$153.8 - $176.52 $68.3K - $78.4K
584 $96K
XLP
Consumer Staples Sector Spdr

ETFs
859
New
N/A
859 $65K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.29%
$198.04 - $221.51 $3.56K - $3.99K
6.22K $1.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
115
New
$521.84 - $558.82 $60K - $64.3K
115 $61K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
261
+ 3.09%
$442.29 - $483.08 $115K - $126K
8.7K $3.94M
SHOP
Shopify Inc.

Technology
525
New
$78.14 - $119.49 $41K - $62.7K
525 $55K
CRM
Salesforce, Inc.

Technology
100
+ 32.26%
$270.87 - $367.87 $27.1K - $36.8K
410 $137K
VFH
Vanguard Financial ETF

ETFs
405
+ 239.64%
$108.87 - $126.2 $44.1K - $51.1K
574 $67K
IYE
Ishares Tr

ETFs
1.06K
New
$43.93 - $51.37 $46.3K - $54.2K
1.06K $48K
APD
Air Products & Chemicals, Inc.

Basic Materials
300
+ 5.52%
$285.5 - $335.62 $85.7K - $101K
5.73K $1.66M
VIS
Vanguard Industrial ETF

ETFs
184
+ 262.86%
$254.39 - $279.7 $46.8K - $51.5K
254 $64K
VRT
Vertiv Holdings CO

Industrials
502
+ 5.75%
N/A
9.23K $799K
HD
Home Depot, Inc.

Consumer Cyclical
413
+ 5.57%
$385.02 - $431.37 $159K - $178K
7.83K $3.05M
MELI
Mercadolibre Inc

Consumer Cyclical
24
New
$1666.0 - $2117.3 $40K - $50.8K
24 $40K
POOL
Pool Corp

Industrials
115
New
$339.32 - $390.03 $39K - $44.9K
115 $39K
META
Meta Platforms, Inc.

Communication Services
63
+ 65.63%
$554.08 - $632.68 $34.9K - $39.9K
159 $93K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.29K
+ 4.6%
$18.62 - $19.05 $61.2K - $62.6K
74.8K $1.4M
VOX
Vanguard Communication Service

ETFs
182
+ 132.85%
$144.31 - $163.57 $26.3K - $29.8K
319 $49K
XLB
Select Sector Spdr Fd Material

ETFs
336
New
$83.8 - $97.58 $28.2K - $32.8K
336 $28K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
1.3K
New
$17.54 - $30.94 $22.8K - $40.2K
1.3K $28K
XLRE
Select Sector Spdr Tr Real Est

ETFs
648
New
$40.06 - $45.21 $26K - $29.3K
648 $26K
CB
Chubb LTD

Financial Services
343
+ 5.38%
$271.57 - $301.89 $93.1K - $104K
6.72K $1.86M
CEG
Constellation Energy Corp

Utilities
80
New
$224.28 - $285.52 $17.9K - $22.8K
80 $17K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
38
+ 23.46%
$172.07 - $207.36 $6.54K - $7.88K
200 $39K
BNY
Blackrock New York Municipal Income Trust

Financial Services
925
New
$10.13 - $11.07 $9.37K - $10.2K
925 $9K
SOXX
Ishares Semiconductor ETF

ETFs
44
+ 72.13%
$211.27 - $239.8 $9.3K - $10.6K
105 $22K
SAP
Sap Se

Technology
33
New
$218.13 - $255.54 $7.2K - $8.43K
33 $8K
AER
Aer Cap Holdings N.V.

Industrials
71
New
$91.85 - $100.3 $6.52K - $7.12K
71 $6K
UL
Unilever PLC

Consumer Defensive
120
New
$56.7 - $64.64 $6.8K - $7.76K
120 $6K
UBS
Ubs Group Ag

Financial Services
219
New
$29.78 - $33.08 $6.52K - $7.24K
219 $6K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
90
New
$74.71 - $79.24 $6.72K - $7.13K
90 $6K
TTE
Total Energies Se

Energy
96
New
N/A
96 $6K
XLU
Utilities Sector Spdr

ETFs
424
+ 8.3%
$74.89 - $82.93 $31.8K - $35.2K
5.53K $418K
SCCO
Southern Copper Corp

Basic Materials
60
New
$91.13 - $117.95 $5.47K - $7.08K
60 $5K
NFLX
Netflix Inc

Communication Services
3
+ 23.08%
$687.65 - $936.56 $2.06K - $2.81K
16 $14K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.87K
+ 199.49%
$22.4 - $68.28 $131K - $400K
8.81K $204K
ABBV
Abb Vie Inc.

Healthcare
150
+ 13.48%
$164.99 - $203.87 $24.7K - $30.6K
1.26K $224K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4100.99 - $5300.34 $4.1K - $5.3K
1 $4K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
625
New
$5.7 - $8.27 $3.56K - $5.17K
625 $4K
EQIX
Equinix Inc

Real Estate
5
New
$865.69 - $985.0 $4.33K - $4.93K
5 $4K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
63
+ 28.77%
$55.45 - $61.08 $3.49K - $3.85K
282 $15K
CSQ
Calamos Strategic Total Return Fund

Financial Services
115
New
$17.14 - $18.44 $1.97K - $2.12K
115 $2K
PANW
Palo Alto Networks Inc

Technology
60
+ 100.0%
$181.96 - $405.9 $10.9K - $24.4K
120 $21K
CIFR
Cipher Mining Inc.

Financial Services
75
New
$3.58 - $7.43 $269 - $557
75 $0
Flagstar Financial Inc Com New
25.3K
New
N/A
25.3K $0
Grayscale Ethereum Mini Trust ETF
15
New
N/A
15 $0
Activity Summary
Buys All Purchases 119 New Holdings 37 Increased Positions 82 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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