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
FTCS
First Trust Capital Strength E

ETFs
2.23K
New
$83.58 - $90.94 $187K - $203K
2.23K $202K
XLU
Utilities Sector Spdr

ETFs
1.94K
+ 60.94%
$67.67 - $80.78 $131K - $156K
5.11K $412K
QQQ
Invesco Qqq Trust, Series 1

ETFs
176
+ 2.02%
$434.77 - $502.96 $76.5K - $88.5K
8.88K $4.34M
ITRI
Itron, Inc.

Technology
983
+ 23.24%
$94.52 - $108.09 $92.9K - $106K
5.21K $556K
DFS
Discover Financial Services

Financial Services
905
New
$123.41 - $144.72 $112K - $131K
905 $126K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.22K
+ 11.39%
$19.62 - $23.55 $43.6K - $52.4K
21.8K $506K
NEE
Nextera Energy Inc

Utilities
1.38K
New
$69.9 - $84.97 $96.2K - $117K
1.38K $116K
CSCO
Cisco Systems, Inc.

Technology
1.96K
New
$44.74 - $53.22 $87.6K - $104K
1.96K $104K
EDV
Vanguard Extended Duration Tre

ETFs
906
+ 19.21%
$70.73 - $83.52 $64.1K - $75.7K
5.62K $448K
FDHY
Fidelity Covington Trust High

ETFs
2.05K
New
$47.71 - $49.43 $97.9K - $101K
2.05K $101K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.12K
New
$35.7 - $41.13 $75.5K - $87K
2.12K $85K
LOW
Lowes Companies Inc

Consumer Cyclical
310
New
$213.3 - $270.78 $66.1K - $83.9K
310 $83K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
662
+ 120.36%
$105.53 - $118.34 $69.9K - $78.3K
1.21K $141K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.26K
New
$56.52 - $63.23 $71.1K - $79.5K
1.26K $77K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.79K
+ 23.83%
$31.18 - $33.5 $55.7K - $59.8K
9.28K $308K
VTV
Vanguard Value ETF

ETFs
199
+ 8.05%
$159.75 - $174.57 $31.8K - $34.7K
2.67K $466K
ABBV
Abb Vie Inc.

Healthcare
204
+ 22.44%
$163.84 - $199.33 $33.4K - $40.7K
1.11K $219K
TLT
Ishares Barclays 20+ Year Trea

ETFs
536
+ 33.73%
$89.91 - $101.33 $48.2K - $54.3K
2.13K $208K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.17K
New
$48.27 - $49.43 $56.5K - $57.9K
1.17K $57K
D
Dominion Energy, Inc

Utilities
750
+ 53.96%
$48.01 - $58.53 $36K - $43.9K
2.14K $123K
FCX
Freeport Mcmoran Inc

Basic Materials
876
+ 13.49%
$39.52 - $51.92 $34.6K - $45.5K
7.37K $367K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
291
+ 91.51%
$125.95 - $142.04 $36.7K - $41.3K
609 $86K
URI
United Rentals, Inc.

Industrials
56
New
$627.41 - $814.1 $35.1K - $45.6K
56 $45K
PSA
Public Storage

Real Estate
110
+ 244.44%
$283.13 - $365.01 $31.1K - $40.2K
155 $56K
KMI
Kinder Morgan, Inc.

Energy
1.5K
+ 36.19%
$19.72 - $22.22 $29.6K - $33.3K
5.65K $124K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
497
New
$74.26 - $78.84 $36.9K - $39.2K
497 $38K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
820
New
$42.22 - $48.62 $34.6K - $39.9K
820 $38K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
789
New
$48.06 - $49.39 $37.9K - $39K
789 $38K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
509
New
$69.16 - $76.64 $35.2K - $39K
509 $38K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
404
New
$82.69 - $94.63 $33.4K - $38.2K
404 $37K
IYC
Ishares U.S. Consumer Discreti

ETFs
400
New
$76.12 - $88.31 $30.4K - $35.3K
400 $35K
PNC
Pnc Financial Services Group, Inc.

Financial Services
180
New
$156.14 - $187.2 $28.1K - $33.7K
180 $33K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
695
+ 65.44%
$39.37 - $41.68 $27.4K - $29K
1.76K $72K
OEF
Ishares S&P 100 ETF

ETFs
100
New
$266.03 - $266.03 $26.6K - $26.6K
100 $26K
ITW
Illinois Tool Works Inc

Industrials
100
New
$233.14 - $263.97 $23.3K - $26.4K
100 $26K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
143
+ 19.4%
$110.06 - $128.44 $15.7K - $18.4K
880 $111K
PSX
Phillips 66

Energy
200
New
$125.0 - $147.17 $25K - $29.4K
200 $26K
NVDA
Nvidia Corp

Technology
1.1K
+ 2.17%
$98.91 - $134.91 $109K - $148K
51.9K $6.3M
VGSH
Vanguard

ETFs
414
New
$57.74 - $59.13 $23.9K - $24.5K
414 $24K
FNDF
Schwab Fundamental Intl Large

ETFs
634
New
$33.67 - $37.71 $21.3K - $23.9K
634 $23K
AMAT
Applied Materials Inc

Technology
112
New
$174.88 - $254.97 $19.6K - $28.6K
112 $22K
DUK
Duke Energy Corp

Utilities
174
+ 116.0%
$99.35 - $117.71 $17.3K - $20.5K
324 $37K
BAH
Booz Allen Hamilton Holding Corp

Industrials
131
New
$138.82 - $162.76 $18.2K - $21.3K
131 $21K
HLI
Houlihan Lokey, Inc.

Financial Services
138
New
$134.11 - $161.99 $18.5K - $22.4K
138 $21K
AVGO
Broadcom Inc.

Technology
611
+ 1035.59%
$136.27 - $1745.86 $83.3K - $1.07M
670 $115K
IYK
Ishares U.S. Consumer Staples

ETFs
300
New
$65.27 - $72.12 $19.6K - $21.6K
300 $21K
SO
Southern CO

Utilities
200
+ 133.33%
$77.0 - $90.52 $15.4K - $18.1K
350 $31K
VPU
Vanguard Utilities ETF

ETFs
120
New
$146.64 - $174.54 $17.6K - $20.9K
120 $20K
IYH
Ishares Tr

ETFs
300
New
$60.29 - $66.38 $18.1K - $19.9K
300 $19K
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
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