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
VOX
Vanguard Communication Service

ETFs
137
New
$129.82 - $145.39 $17.8K - $19.9K
137 $19K
CW
Curtiss Wright Corp

Industrials
55
New
$265.18 - $332.22 $14.6K - $18.3K
55 $18K
VIS
Vanguard Industrial ETF

ETFs
70
New
$232.12 - $260.07 $16.2K - $18.2K
70 $18K
VFH
Vanguard Financial ETF

ETFs
169
New
$99.27 - $111.21 $16.8K - $18.8K
169 $18K
ACM
Aecom

Industrials
175
New
$82.37 - $103.25 $14.4K - $18.1K
175 $18K
VNQ
Vanguard Specialized Funds Van

ETFs
188
New
$82.97 - $98.97 $15.6K - $18.6K
188 $18K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
314
New
$50.77 - $57.17 $15.9K - $18K
314 $17K
VDC
Vanguard Consumer Staples ETF

ETFs
82
New
$201.77 - $221.32 $16.5K - $18.1K
82 $17K
VAW
Vanguard Materials ETF

ETFs
84
New
$189.89 - $213.71 $16K - $18K
84 $17K
VHT
Vanguard Health Care ETF

ETFs
61
New
$261.88 - $288.1 $16K - $17.6K
61 $17K
AMP
Ameriprise Financial Inc

Financial Services
38
New
$391.53 - $469.81 $14.9K - $17.9K
38 $17K
TYL
Tyler Technologies Inc

Technology
30
New
$499.52 - $595.46 $15K - $17.9K
30 $17K
IEMG
Ishares Inc

ETFs
310
New
$53.64 - $53.64 $16.6K - $16.6K
310 $16K
VCR
Vanguard Consumer Discretionar

ETFs
49
New
$291.88 - $341.94 $14.3K - $16.8K
49 $16K
SCHW
Schwab Charles Corp

Financial Services
803
+ 19.53%
$61.74 - $76.08 $49.6K - $61.1K
4.91K $318K
IWR
Ishares Russell Mid Cap ETF

ETFs
39
+ 2.2%
$79.92 - $88.19 $3.12K - $3.44K
1.81K $159K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
213
+ 434.69%
$63.28 - $70.06 $13.5K - $14.9K
262 $18K
ENVX
Enovix Corp

Industrials
1.65K
New
$7.61 - $18.31 $12.6K - $30.2K
1.65K $15K
IR
Ingersoll Rand Inc.

Industrials
155
New
$86.9 - $100.4 $13.5K - $15.6K
155 $15K
MA
Mastercard Inc

Financial Services
16
+ 11.85%
$429.6 - $500.99 $6.87K - $8.02K
151 $74K
EPI
Wisdomtree Tr India Earnings F

ETFs
273
+ 45.65%
$47.41 - $50.82 $12.9K - $13.9K
871 $43K
SOXX
Ishares Semiconductor ETF

ETFs
55
+ 916.67%
$199.29 - $265.49 $11K - $14.6K
61 $14K
DHR
Danaher Corp

Healthcare
49
New
$239.25 - $280.76 $11.7K - $13.8K
49 $13K
IHE
Ishares Tr

ETFs
180
New
$65.61 - $72.86 $11.8K - $13.1K
180 $12K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
232
New
$50.25 - $50.74 $11.7K - $11.8K
232 $11K
AVDE
American Centy ETF Tr Avantis

ETFs
176
New
$60.09 - $67.67 $10.6K - $11.9K
176 $11K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
134
New
$71.9 - $79.86 $9.63K - $10.7K
134 $10K
VBR
Vanguard Small Cap Value ETF

ETFs
48
+ 266.67%
$179.99 - $201.6 $8.64K - $9.68K
66 $13K
STWD
Starwood Property Trust, Inc.

Real Estate
500
New
$18.75 - $21.11 $9.38K - $10.6K
500 $10K
MDT
Medtronic PLC

Healthcare
100
New
$76.84 - $91.03 $7.68K - $9.1K
100 $9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
195
New
$41.9 - $48.26 $8.17K - $9.41K
195 $9K
CRM
Salesforce, Inc.

Technology
15
+ 5.08%
$238.42 - $276.53 $3.58K - $4.15K
310 $84K
VDE
Vanguard Energy ETF

ETFs
77
New
$117.44 - $131.06 $9.04K - $10.1K
77 $9K
FMC
Fmc Corp

Basic Materials
140
New
$54.54 - $66.06 $7.64K - $9.25K
140 $9K
EFA
Ishares Tr Msci Eafe ETF

ETFs
100
+ 243.9%
$75.32 - $84.37 $7.53K - $8.44K
141 $11K
ABT
Abbott Laboratories

Healthcare
34
+ 11.33%
$100.07 - $118.13 $3.4K - $4.02K
334 $38K
T
At&T Inc.

Communication Services
100
+ 8.71%
$18.21 - $22.28 $1.82K - $2.23K
1.25K $27K
UBER
Uber Technologies, Inc

Technology
38
+ 2.81%
$58.48 - $77.47 $2.22K - $2.94K
1.39K $104K
NFLX
Netflix Inc

Communication Services
8
+ 160.0%
$598.55 - $722.26 $4.79K - $5.78K
13 $9K
VGT
Vanguard Information Technolog

ETFs
11
+ 52.38%
$514.43 - $606.85 $5.66K - $6.68K
32 $18K
MRNA
Moderna, Inc.

Healthcare
101
New
$63.64 - $125.14 $6.43K - $12.6K
101 $6K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
New
$259.22 - $299.75 $4.93K - $5.7K
19 $5K
VZ
Verizon Communications Inc

Communication Services
76
+ 24.52%
$38.89 - $45.0 $2.96K - $3.42K
386 $17K
NOW
Service Now, Inc.

Technology
5
New
$730.87 - $937.36 $3.65K - $4.69K
5 $4K
CRSP
Crispr Therapeutics Ag

Healthcare
100
New
$44.62 - $62.75 $4.46K - $6.28K
100 $4K
BSM
Black Stone Minerals, L.P.

Energy
285
New
$14.05 - $15.85 $4K - $4.52K
285 $4K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
36
New
$116.79 - $133.54 $4.2K - $4.81K
36 $4K
XAR
Spdr S&P Aerospace & Defense E

ETFs
11
+ 8.53%
$139.03 - $157.34 $1.53K - $1.73K
140 $22K
CTAS
Cintas Corp

Industrials
105
+ 300.0%
$201.38 - $819.83 $21.1K - $86.1K
140 $28K
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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