Fwl Investment Management, LLC Reduced Holdings in Q2 2025

Fwl Investment Management, LLC

  • $316 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-4.02K
- 99.75%
$274.35 - $599.47 $1.1M - $2.41M
10 $3K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.37K
- 46.83%
$416.06 - $551.64 $1.82M - $2.41M
4.96K $2.74M
URA
Global X Uranium ETF

ETFs
-75.6K
- 77.84%
$20.26 - $38.81 $1.53M - $2.93M
21.5K $835K
AAPL
Apple Inc.

Technology
-4.13K
- 13.75%
$172.42 - $223.89 $711K - $924K
25.9K $5.31M
SCHW
Schwab Charles Corp

Financial Services
-19.6K
- 35.83%
$69.06 - $91.24 $1.35M - $1.79M
35.1K $3.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 0.81%
$483.48 - $539.8 $33.8K - $37.8K
8.53K $4.14M
GLD
Spdr Gold Trust

ETFs
-3.47K
- 7.68%
$273.71 - $316.29 $950K - $1.1M
41.7K $12.7M
MRK
Merck & Co., Inc.

Healthcare
-3.13K
- 98.06%
$73.47 - $87.12 $230K - $273K
62 $4K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.72K
- 29.59%
$171.4 - $227.1 $294K - $390K
4.08K $927K
V
Visa Inc.

Financial Services
-481
- 7.9%
$308.27 - $373.31 $148K - $180K
5.61K $1.99M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-4.83K
- 25.57%
$19.12 - $22.36 $92.3K - $108K
14.1K $300K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-989
- 94.1%
$59.24 - $71.39 $58.6K - $70.6K
62 $4K
ABBV
Abb Vie Inc.

Healthcare
-162
- 12.87%
$170.16 - $206.27 $27.6K - $33.4K
1.1K $203K
VST
Vistra Corp.

Utilities
-522
- 90.0%
$98.07 - $195.04 $51.2K - $102K
58 $11K
EDV
Vanguard Extended Duration Tre

ETFs
-610
- 15.58%
$62.83 - $72.45 $38.3K - $44.2K
3.31K $222K
APO
Apollo Global Management, Inc.

Financial Services
-369
- 96.85%
$108.68 - $145.07 $40.1K - $53.5K
12 $1K
FTCS
First Trust Capital Strength E

ETFs
-563
- 24.51%
$81.6 - $92.39 $45.9K - $52K
1.73K $157K
DGRO
Ishares Core Dividend Growth E

ETFs
-919
- 15.7%
$55.22 - $63.94 $50.7K - $58.8K
4.93K $315K
IVV
Ishares Core S&P 500 ETF

ETFs
-292
- 12.75%
$498.8 - $620.9 $146K - $181K
2K $1.24M
SOXX
Ishares Semiconductor ETF

ETFs
-236
- 97.12%
$154.86 - $239.07 $36.5K - $56.4K
7 $1K
VTV
Vanguard Value ETF

ETFs
-300
- 11.16%
$153.67 - $176.74 $46.1K - $53K
2.39K $422K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-403
- 38.05%
$90.56 - $109.49 $36.5K - $44.1K
656 $71K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-375
- 35.21%
$83.97 - $92.85 $31.5K - $34.8K
690 $60K
INDA
Ishares Msci India Index Fund

ETFs
-740
- 56.19%
$49.13 - $55.86 $36.4K - $41.3K
577 $32K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-277
- 17.62%
$152.42 - $182.82 $42.2K - $50.6K
1.3K $236K
FQAL
Fidelity Covington Tr Quality

ETFs
-924
- 14.24%
$57.29 - $69.63 $52.9K - $64.3K
5.56K $387K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-909
- 35.9%
$29.52 - $35.31 $26.8K - $32.1K
1.62K $57K
VONG
Vanguard Russell 1000 Growth E

ETFs
-574
- 25.24%
$82.51 - $109.2 $47.4K - $62.7K
1.7K $185K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-440
- 5.72%
$47.46 - $55.3 $20.9K - $24.3K
7.26K $399K
PFF
Ishares Trust Ishares Pfd And

ETFs
-637
- 3.88%
$29.0 - $30.68 $18.5K - $19.5K
15.8K $484K
TDG
Trans Digm Group Inc

Industrials
-20
- 28.57%
$1231.75 - $1520.64 $24.6K - $30.4K
50 $76K
AMD
Advanced Micro Devices Inc

Technology
-300
- 42.74%
$78.21 - $143.81 $23.5K - $43.1K
402 $57K
VCR
Vanguard Consumer Discretionar

ETFs
-70
- 19.07%
$290.42 - $364.35 $20.3K - $25.5K
297 $107K
CRM
Salesforce, Inc.

Technology
-42
- 9.95%
$236.26 - $291.15 $9.92K - $12.2K
380 $103K
D
Dominion Energy, Inc

Utilities
-187
- 13.45%
$49.66 - $58.0 $9.29K - $10.8K
1.2K $67K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.37K
- 16.39%
$60.22 - $80.1 $82.4K - $110K
6.99K $559K
IYF
Ishares Tr

ETFs
-160
- 12.23%
$99.23 - $120.99 $15.9K - $19.4K
1.15K $138K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-15
- 33.33%
$421.16 - $509.5 $6.32K - $7.64K
30 $13K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-54
- 30.0%
$149.76 - $186.42 $8.09K - $10.1K
126 $23K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-100
- 6.06%
$55.32 - $65.02 $5.53K - $6.5K
1.55K $97K
IHE
Ishares Tr

ETFs
-96
- 53.33%
$61.0 - $68.22 $5.86K - $6.55K
84 $5K
FCG
First Tr Exchange Traded Fd

ETFs
-205
- 37.27%
$19.37 - $25.23 $3.97K - $5.17K
345 $7K
PANW
Palo Alto Networks Inc

Technology
-61
- 33.7%
$152.44 - $204.64 $9.3K - $12.5K
120 $24K
XLE
Energy Sector Spdr

ETFs
-35
- 24.14%
$76.44 - $94.13 $2.68K - $3.29K
110 $9K
WRB
Berkley W R Corp

Financial Services
-100
- 6.78%
$64.28 - $75.17 $6.43K - $7.52K
1.38K $101K
TGT
Target Corp

Consumer Defensive
-25
- 14.97%
$88.76 - $105.77 $2.22K - $2.64K
142 $14K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 13.04%
$456.74 - $568.03 $6.85K - $8.52K
100 $56K
EPI
Wisdomtree Tr India Earnings F

ETFs
-441
- 8.86%
$41.3 - $47.52 $18.2K - $21K
4.53K $215K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-23
- 24.21%
$69.8 - $85.28 $1.61K - $1.96K
72 $5K
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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