Fwl Investment Management, LLC Incresed Positions in Q1 2025

Fwl Investment Management, LLC

  • $266 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
17K
+ 34.14%
$209.32 - $253.66 $3.56M - $4.32M
66.9K $15.5M
SCHW
Schwab Charles Corp

Financial Services
48.4K
+ 767.42%
$71.24 - $83.64 $3.45M - $4.05M
54.7K $4.28M
GLD
Spdr Gold Trust

ETFs
2.93K
+ 6.94%
$243.19 - $288.14 $713K - $845K
45.2K $13M
WMB
Williams Companies, Inc.

Energy
19.2K
+ 13.05%
$54.02 - $61.09 $1.04M - $1.17M
166K $9.95M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
18.7K
+ 8.62%
$48.65 - $53.06 $909K - $992K
236K $12.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.1K
+ 28.54%
$91.45 - $91.75 $1.47M - $1.47M
72.4K $6.64M
ETN
Eaton Corp PLC

Industrials
10.2K
+ 44.81%
$271.83 - $371.23 $2.78M - $3.8M
33.1K $9M
ORCL
Oracle Corp

Technology
19.5K
+ 35.52%
$139.81 - $186.47 $2.73M - $3.64M
74.5K $10.4M
AGNC
Agnc Investment Corp.

Real Estate
109K
+ 20.86%
$9.12 - $10.54 $996K - $1.15M
633K $6.06M
AMZN
Amazon Com Inc

Consumer Cyclical
9.75K
+ 32.95%
$190.26 - $242.06 $1.85M - $2.36M
39.3K $7.48M
CCJ
Cameco Corp

Energy
38.2K
+ 35.83%
$40.64 - $56.86 $1.55M - $2.17M
145K $5.96M
PLTR
Palantir Technologies Inc.

Technology
3.06K
+ 25.28%
$64.98 - $124.62 $199K - $381K
15.2K $1.28M
VRT
Vertiv Holdings CO

Industrials
3.75K
+ 40.63%
N/A
13K $1.12M
PFF
Ishares Trust Ishares Pfd And

ETFs
9.61K
+ 140.79%
$30.73 - $32.26 $295K - $310K
16.4K $504K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.15K
+ 20.93%
$24.39 - $35.22 $126K - $181K
29.8K $883K
PSA
Public Storage

Real Estate
583
+ 404.86%
$288.99 - $313.98 $168K - $183K
727 $217K
FCX
Freeport Mcmoran Inc

Basic Materials
3.9K
+ 63.3%
$34.5 - $43.01 $134K - $168K
10.1K $380K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
5.83K
+ 44.63%
$20.83 - $23.69 $121K - $138K
18.9K $423K
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 0.25%
$225.19 - $279.95 $8.56K - $10.6K
15.2K $3.72M
MLPA
Global X Mlp ETF

ETFs
1.23K
+ 32.49%
$49.83 - $54.53 $61.1K - $66.9K
5K $266K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.93K
+ 106.62%
$38.99 - $40.37 $75.3K - $78K
3.74K $150K
XLY
Select Sector Spdr Consumer Di

ETFs
374
+ 37400.0%
$192.6 - $233.2 $72K - $87.2K
375 $74K
MU
Micron Technology Inc

Technology
418
+ 2.99%
$86.89 - $109.38 $36.3K - $45.7K
14.4K $1.25M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
6K
+ 60.0%
$11.22 - $11.8 $67.3K - $70.8K
16K $179K
TLT
Ishares Barclays 20+ Year Trea

ETFs
690
+ 184.0%
$85.29 - $92.57 $58.9K - $63.9K
1.07K $96K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
660
+ 8.45%
$81.83 - $82.73 $54K - $54.6K
8.47K $700K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
628
+ 35.5%
$113.13 - $127.79 $71K - $80.3K
2.4K $271K
XLF
Financial Sector Spdr

ETFs
822
+ 40.08%
$47.32 - $52.19 $38.9K - $42.9K
2.87K $143K
SKYY
First Trust Cloud Computing Et

ETFs
695
+ 39.38%
$102.23 - $131.18 $71K - $91.2K
2.46K $251K
PAVE
Global X Fds Us Infrastructure

ETFs
1.01K
+ 40.59%
$37.31 - $43.82 $37.8K - $44.4K
3.51K $132K
UBER
Uber Technologies, Inc

Technology
159
+ 11.46%
$63.17 - $81.49 $10K - $13K
1.55K $112K
XOM
Exxon Mobil Corp

Energy
171
+ 30.27%
$105.44 - $118.93 $18K - $20.3K
736 $87K
XAR
Spdr S&P Aerospace & Defense E

ETFs
184
+ 31.51%
$157.71 - $180.77 $29K - $33.3K
768 $123K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
699
+ 9.99%
$53.6 - $58.97 $37.5K - $41.2K
7.7K $421K
LLY
Eli Lilly & CO

Healthcare
22
+ 17.74%
$725.72 - $929.72 $16K - $20.5K
146 $120K
META
Meta Platforms, Inc.

Communication Services
44
+ 27.67%
$576.36 - $736.67 $25.4K - $32.4K
203 $117K
SOXX
Ishares Semiconductor ETF

ETFs
138
+ 131.43%
$188.17 - $235.81 $26K - $32.5K
243 $45K
XLU
Utilities Sector Spdr

ETFs
15
+ 0.27%
$74.7 - $80.27 $1.12K - $1.2K
5.55K $437K
AVGO
Broadcom Inc.

Technology
370
+ 55.22%
$167.43 - $244.7 $61.9K - $90.5K
1.04K $174K
ASML
Asml Holding Nv

Technology
20
+ 133.33%
$662.63 - $776.99 $13.3K - $15.5K
35 $23K
EPI
Wisdomtree Tr India Earnings F

ETFs
457
+ 10.12%
$40.08 - $45.85 $18.3K - $21K
4.98K $217K
PANW
Palo Alto Networks Inc

Technology
61
+ 50.83%
$167.82 - $208.28 $10.2K - $12.7K
181 $30K
FTCS
First Trust Capital Strength E

ETFs
63
+ 2.82%
$86.39 - $91.35 $5.44K - $5.76K
2.3K $205K
KMI
Kinder Morgan, Inc.

Energy
36
+ 0.64%
$26.1 - $31.22 $940 - $1.12K
5.68K $162K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 100.0%
$4295.4 - $5141.88 $4.3K - $5.14K
2 $9K
SYK
Stryker Corp

Healthcare
10
+ 6.67%
$355.18 - $399.9 $3.55K - $4K
160 $59K
LQD
Ishares Iboxx $ Investment Gra

ETFs
40
+ 11.49%
$105.1 - $109.61 $4.2K - $4.38K
388 $42K
VZ
Verizon Communications Inc

Communication Services
20
+ 5.87%
$37.81 - $46.49 $756 - $930
361 $16K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
1.15K
+ 88.08%
$12.77 - $26.22 $14.6K - $30K
2.45K $31K
Activity Summary
Buys All Purchases 90 New Holdings 26 Increased Positions 64 Sells All Sells 97 Reductions 95 Sold out 2 Options Calls 0 Puts 0
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