Fwl Investment Management, LLC Sells in Q1 2025

Fwl Investment Management, LLC

  • $266 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
-471
- 1.57%
$312.8 - $414.31 $147K - $195K
29.6K $10M
AVLV
American Centy ETF Tr Avantis
-173
- 66.03%
$63.51 - $70.42 $11K - $12.2K
89 $5K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-207
- 65.92%
$55.12 - $62.6 $11.4K - $13K
107 $6K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-72
- 17.82%
$76.24 - $95.41 $5.49K - $6.87K
332 $25K
IYF
Ishares Tr

ETFs
-125
- 8.72%
$107.69 - $119.37 $13.5K - $14.9K
1.31K $147K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-114
- 9.79%
$65.27 - $71.18 $7.44K - $8.11K
1.05K $69K
PG
Procter & Gamble CO

Consumer Defensive
-226
- 2.16%
$158.56 - $176.26 $35.8K - $39.8K
10.2K $1.74M
MPC
Marathon Petroleum Corp

Energy
-54
- 25.84%
$134.72 - $159.03 $7.27K - $8.59K
155 $22K
VOT
Vanguard Mid Cap Growth Index

ETFs
-10
- 1.89%
$237.72 - $276.98 $2.38K - $2.77K
518 $126K
APD
Air Products & Chemicals, Inc.

Basic Materials
-118
- 2.06%
$283.24 - $338.07 $33.4K - $39.9K
5.62K $1.66M
XLE
Energy Sector Spdr

ETFs
-78
- 34.98%
$85.7 - $93.96 $6.68K - $7.33K
145 $13K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-200
- 10.81%
$59.6 - $67.2 $11.9K - $13.4K
1.65K $105K
NEE
Nextera Energy Inc

Utilities
-56
- 4.07%
$66.96 - $76.16 $3.75K - $4.26K
1.32K $93K
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 25.0%
$1739.0 - $2260.0 $10.4K - $13.6K
18 $35K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-79
- 28.01%
$54.25 - $57.64 $4.29K - $4.55K
203 $11K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-49
- 18.7%
$67.03 - $74.61 $3.28K - $3.66K
213 $14K
EWJ
Ishares Msci Japan ETF

ETFs
-108
- 4.71%
$65.24 - $71.7 $7.05K - $7.74K
2.19K $149K
FCG
First Tr Exchange Traded Fd

ETFs
-150
- 21.43%
$22.37 - $27.09 $3.36K - $4.06K
550 $13K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-15
- 25.0%
$402.49 - $513.76 $6.04K - $7.71K
45 $21K
VFH
Vanguard Financial ETF

ETFs
-30
- 5.23%
$114.07 - $127.34 $3.42K - $3.82K
544 $64K
IBM
International Business Machines Corp

Technology
-25
- 22.73%
$217.4 - $264.74 $5.44K - $6.62K
85 $21K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-43
- 66.15%
$87.68 - $94.52 $3.77K - $4.06K
22 $2K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-41
- 29.08%
$74.85 - $84.89 $3.07K - $3.48K
100 $8K
MA
Mastercard Inc

Financial Services
-9
- 6.72%
$504.67 - $576.31 $4.54K - $5.19K
125 $68K
IGV
Ishares Expanded Tech Software

ETFs
-12
- 11.43%
$88.3 - $107.83 $1.06K - $1.29K
93 $8K
IBB
Ishares Biotechnology ETF

ETFs
-10
- 12.35%
$127.9 - $140.56 $1.28K - $1.41K
71 $9K
COPX
Global X Copper Miners ETF

ETFs
-58
- 2.61%
$37.72 - $43.32 $2.19K - $2.51K
2.16K $84K
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 5.56%
$183.02 - $207.75 $183 - $208
17 $3K
Kenvue Inc Com
-40
- 83.33%
N/A
8 $0
ICLN
Ishares

ETFs
-15
- 0.56%
$10.94 - $11.86 $164 - $178
2.68K $30K
Regan Floating Rate Mbs ETF
-695
- 35.64%
N/A
1.26K $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5
- 0.82%
$128.74 - $138.67 $644 - $693
604 $81K
VTV
Vanguard Value ETF

ETFs
-42
- 1.54%
$167.73 - $179.21 $7.04K - $7.53K
2.69K $464K
CSCO
Cisco Systems, Inc.

Technology
-25
- 1.28%
$58.74 - $64.87 $1.47K - $1.62K
1.93K $119K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10
- 0.49%
$95.85 - $99.25 $959 - $993
2.01K $199K
EDV
Vanguard Extended Duration Tre

ETFs
-56
- 1.41%
$65.05 - $73.43 $3.64K - $4.11K
3.92K $278K
AMT
American Tower Corp

Real Estate
-35
- 5.22%
$173.46 - $217.6 $6.07K - $7.62K
636 $138K
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.32%
$169.2 - $216.66 $677 - $867
1.26K $263K
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 0.97%
$890.62 - $1076.86 $26.7K - $32.3K
3.05K $2.89M
IAU
Ishares Gold Trust

ETFs
-2.65K
- 9.38%
$49.74 - $58.96 $132K - $156K
25.6K $1.51M
CB
Chubb LTD

Financial Services
-202
- 3.01%
$257.71 - $301.99 $52.1K - $61K
6.52K $1.97M
V
Visa Inc.

Financial Services
-257
- 4.05%
$306.92 - $362.71 $78.9K - $93.2K
6.09K $2.13M
AMGN
Amgen Inc

Healthcare
-102
- 2.13%
$258.59 - $327.36 $26.4K - $33.4K
4.69K $1.46M
IBN
Icici Bank LTD

Financial Services
-2.28K
- 0.82%
$27.55 - $31.67 $62.7K - $72.1K
276K $8.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-99
- 1.14%
$442.66 - $534.52 $43.8K - $52.9K
8.6K $4.58M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-52.1K
- 15.48%
$34.58 - $45.97 $1.8M - $2.39M
284K $13.1M
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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