Fwl Investment Management, LLC Reduced Holdings in Q1 2025

Fwl Investment Management, LLC

  • $266 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INDA
Ishares Msci India Index Fund

ETFs
-137K
- 99.05%
$47.8 - $53.4 $6.56M - $7.33M
1.32K $67K
EMR
Emerson Electric CO

Industrials
-36.2K
- 99.55%
$108.64 - $131.17 $3.93M - $4.74M
165 $18K
IREN
Iris Energy LTD

Financial Services
-129K
- 53.97%
$6.07 - $13.18 $781K - $1.7M
110K $668K
MSFT
Microsoft Corp

Technology
-20
- 0.06%
$375.39 - $447.2 $7.51K - $8.94K
31.4K $11.8M
JNJ
Johnson & Johnson

Healthcare
-9.42K
- 93.57%
$142.06 - $167.7 $1.34M - $1.58M
647 $107K
PEP
Pepsico Inc

Consumer Defensive
-8.16K
- 94.47%
$142.64 - $156.42 $1.16M - $1.28M
478 $71K
MRK
Merck & Co., Inc.

Healthcare
-11.8K
- 78.64%
$83.01 - $101.02 $977K - $1.19M
3.2K $286K
AAPL
Apple Inc.

Technology
-1.25K
- 3.99%
$209.68 - $247.1 $261K - $308K
30K $6.67M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6.42K
- 98.54%
$81.1 - $94.7 $520K - $608K
95 $7K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-213
- 2.23%
$468.34 - $539.52 $99.8K - $115K
9.34K $4.38M
IVV
Ishares Core S&P 500 ETF

ETFs
-504
- 18.04%
$554.06 - $615.85 $279K - $310K
2.29K $1.29M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-11.7K
- 5.84%
$58.32 - $65.09 $683K - $762K
189K $11.4M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.51K
- 5.78%
$73.27 - $96.21 $110K - $145K
24.5K $1.8M
ACN
Accenture PLC

Technology
-207
- 3.62%
$300.91 - $398.25 $62.3K - $82.4K
5.52K $1.72M
HD
Home Depot, Inc.

Consumer Cyclical
-281
- 3.59%
$347.25 - $424.87 $97.6K - $119K
7.55K $2.77M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-693
- 8.37%
$173.56 - $210.67 $120K - $146K
7.59K $1.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-225
- 5.96%
$360.07 - $417.26 $81K - $93.9K
3.55K $1.28M
WMT
Walmart Inc.

Consumer Defensive
-1.47K
- 3.71%
$84.5 - $105.05 $124K - $154K
38.1K $3.34M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.87K
- 18.3%
$68.07 - $78.99 $127K - $148K
8.36K $568K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-424
- 6.81%
$192.82 - $222.1 $81.8K - $94.2K
5.8K $1.12M
XLV
Select Sector Spdr Fund Health

ETFs
-1.06K
- 97.25%
$137.61 - $149.68 $146K - $159K
30 $4K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-680
- 50.75%
$157.11 - $206.52 $107K - $140K
660 $110K
FQAL
Fidelity Covington Tr Quality

ETFs
-1.91K
- 22.74%
$63.12 - $69.13 $120K - $132K
6.49K $416K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.89K
- 24.37%
$60.46 - $64.42 $114K - $121K
5.85K $361K
AMD
Advanced Micro Devices Inc

Technology
-605
- 46.29%
$96.63 - $129.55 $58.5K - $78.4K
702 $72K
FDHY
Fidelity Covington Trust High

ETFs
-1.4K
- 80.17%
$47.92 - $49.1 $66.8K - $68.5K
345 $16K
WRB
Berkley W R Corp

Financial Services
-1.22K
- 45.19%
$56.7 - $71.27 $68.9K - $86.7K
1.48K $104K
XLK
Technology Sector Spdr

ETFs
-85
- 8.61%
$206.38 - $242.18 $17.5K - $20.6K
902 $186K
GD
General Dynamics Corp

Industrials
-352
- 6.06%
$241.94 - $272.58 $85.2K - $95.9K
5.46K $1.49M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.44K
- 16.33%
$21.75 - $24.28 $31.3K - $34.9K
7.37K $162K
VIS
Vanguard Industrial ETF

ETFs
-165
- 64.96%
$243.63 - $273.99 $40.2K - $45.2K
89 $22K
CLOI
Vaneck ETF Tr

ETFs
-774
- 78.18%
$52.68 - $53.16 $40.8K - $41.1K
216 $11K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-75
- 62.5%
$497.6 - $606.74 $37.3K - $45.5K
45 $22K
VCR
Vanguard Consumer Discretionar

ETFs
-50
- 11.99%
$318.51 - $391.75 $15.9K - $19.6K
367 $119K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.81K
- 2.41%
$18.54 - $18.88 $33.5K - $34.1K
73K $1.37M
VOX
Vanguard Communication Service

ETFs
-204
- 63.95%
$147.73 - $169.24 $30.1K - $34.5K
115 $17K
ADBE
Adobe Inc.

Technology
-69
- 92.0%
$377.84 - $464.11 $26.1K - $32K
6 $2K
IWV
Ishares Russell 3000 ETF

ETFs
-91
- 60.26%
$313.1 - $349.83 $28.5K - $31.8K
60 $19K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-625
- 53.37%
$47.47 - $48.84 $29.7K - $30.5K
546 $26K
SHOP
Shopify Inc.

Technology
-225
- 42.86%
$90.59 - $129.31 $20.4K - $29.1K
300 $28K
VST
Vistra Corp.

Utilities
-85
- 12.78%
$108.49 - $191.89 $9.22K - $16.3K
580 $68K
UNH
Unitedhealth Group Inc

Healthcare
-186
- 4.42%
$461.52 - $548.18 $85.8K - $102K
4.03K $2.11M
PLD
Prologis, Inc.

Real Estate
-208
- 39.39%
$103.59 - $124.04 $21.5K - $25.8K
320 $35K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-297
- 10.5%
$32.49 - $37.99 $9.65K - $11.3K
2.53K $84K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-36
- 3.29%
$102.49 - $119.96 $3.69K - $4.32K
1.06K $110K
IYE
Ishares Tr

ETFs
-350
- 33.18%
$45.23 - $49.95 $15.8K - $17.5K
705 $34K
FNDF
Schwab Fundamental Intl Large

ETFs
-421
- 66.4%
$32.9 - $37.45 $13.9K - $15.8K
213 $7K
CYBR
Cyber Ark Software Ltd.

Technology
-471
- 1.57%
$312.8 - $414.31 $147K - $195K
29.6K $10M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-207
- 65.92%
$55.12 - $62.6 $11.4K - $13K
107 $6K
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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