Fwl Investment Management, LLC New Holdings in Q2 2025

Fwl Investment Management, LLC

  • $316 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAGP
Plains Gp Holdings LP

Energy
49.9K
New
$17.24 - $21.61 $861K - $1.08M
49.9K $970K
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
ISRG
Intuitive Surgical Inc

Healthcare
636
New
$451.58 - $565.94 $287K - $360K
636 $345K
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
COF
Capital One Financial Corp

Financial Services
928
New
$150.57 - $212.76 $140K - $197K
928 $197K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.75K
New
$22.27 - $29.21 $83.5K - $109K
3.75K $109K
IAI
Ishares Tr Us Broker Dealers &

ETFs
560
New
$122.04 - $169.14 $68.3K - $94.7K
560 $94K
NN
Nextnav Inc.

Communication Services
4.59K
New
$10.96 - $15.32 $50.3K - $70.2K
4.59K $69K
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
XYL
Xylem Inc.

Industrials
329
New
$102.86 - $129.5 $33.8K - $42.6K
329 $42K
QUBT
Quantum Computing Inc.

Technology
1.7K
New
$5.87 - $21.22 $9.98K - $36.1K
1.7K $32K
BSX
Boston Scientific Corp

Healthcare
244
New
$89.7 - $107.41 $21.9K - $26.2K
244 $26K
VNQ
Vanguard Specialized Funds Van

ETFs
200
New
$79.79 - $91.42 $16K - $18.3K
200 $17K
FSLR
First Solar, Inc.

Technology
100
New
$120.38 - $192.98 $12K - $19.3K
100 $16K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
751
New
$12.23 - $15.46 $9.18K - $11.6K
751 $11K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
657
New
$11.9 - $15.57 $7.82K - $10.2K
657 $10K
PH
Parker Hannifin Corp

Industrials
15
New
$517.23 - $700.54 $7.76K - $10.5K
15 $10K
MS
Morgan Stanley

Financial Services
69
New
$99.83 - $140.86 $6.89K - $9.72K
69 $9K
EME
Emcor Group, Inc.

Industrials
18
New
$342.02 - $534.89 $6.16K - $9.63K
18 $9K
RY
Royal Bank Of Canada

Financial Services
67
New
$108.36 - $131.55 $7.26K - $8.81K
67 $8K
QBTS
D Wave Quantum Inc.

Technology
525
New
$6.22 - $19.04 $3.27K - $10K
525 $7K
RE
Everest Re Group LTD

Financial Services
21
New
N/A
21 $7K
NGG
National Grid PLC

Utilities
100
New
$62.74 - $74.79 $6.27K - $7.48K
100 $7K
CW
Curtiss Wright Corp

Industrials
16
New
$283.18 - $488.55 $4.53K - $7.82K
16 $7K
STRL
Sterling Construction CO Inc

Industrials
30
New
$104.96 - $231.51 $3.15K - $6.95K
30 $6K
GFI
Gold Fields LTD

Basic Materials
250
New
$19.94 - $25.71 $4.99K - $6.43K
250 $5K
CHKP
Check Point Software Technologies LTD

Technology
26
New
$204.26 - $233.47 $5.31K - $6.07K
26 $5K
ABC
Amerisourcebergen Corp

Healthcare
26
New
N/A
26 $4K
CCL
Carnival Corp

Consumer Cyclical
100
New
$16.43 - $28.12 $1.64K - $2.81K
100 $2K
BDX
Becton Dickinson & CO

Healthcare
14
New
$165.15 - $226.42 $2.31K - $3.17K
14 $2K
ENB
Enbridge Inc

Energy
59
New
$41.09 - $47.16 $2.42K - $2.78K
59 $2K
SRE
Sempra Energy

Utilities
34
New
$63.78 - $78.91 $2.17K - $2.68K
34 $2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
New
$15.5 - $20.28 $1.55K - $2.03K
100 $2K
CMCSA
Comcast Corp

Communication Services
67
New
$32.84 - $36.72 $2.2K - $2.46K
67 $2K
AZN
Astrazeneca PLC

Healthcare
16
New
$64.87 - $75.0 $1.04K - $1.2K
16 $1K
MET
Metlife Inc

Financial Services
19
New
$68.42 - $82.49 $1.3K - $1.57K
19 $1K
CVS
Cvs Health Corp

Healthcare
17
New
$60.04 - $70.18 $1.02K - $1.19K
17 $1K
RTX
Raytheon Technologies Corp

Industrials
11
New
$113.75 - $148.48 $1.25K - $1.63K
11 $1K
TMUS
T Mobile Us, Inc.

Communication Services
8
New
$220.99 - $268.54 $1.77K - $2.15K
8 $1K
UNP
Union Pacific Corp

Industrials
5
New
$208.27 - $238.46 $1.04K - $1.19K
5 $1K
VMC
Vulcan Materials CO

Basic Materials
5
New
$226.49 - $276.01 $1.13K - $1.38K
5 $1K
WM
Waste Management Inc

Industrials
7
New
$216.47 - $242.1 $1.52K - $1.69K
7 $1K
DEO
Diageo PLC

Consumer Defensive
11
New
$99.86 - $115.75 $1.1K - $1.27K
11 $1K
HLN
Haleon PLC

Healthcare
138
New
$9.27 - $11.41 $1.28K - $1.57K
138 $1K
UL
Unilever PLC

Consumer Defensive
32
New
$57.9 - $65.43 $1.85K - $2.09K
32 $1K
KO
Coca Cola CO

Consumer Defensive
22
New
$68.37 - $73.9 $1.5K - $1.63K
22 $1K
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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