Fwl Investment Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $266 Million distributed in 291 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cheniere Energy, Inc. with a value of $15.5M, Vaneck ETF Tr Gold Miners ETF with a value of $13.1M, Spdr Gold Trust with a value of $13M, Alphabet Inc. with a value of $12.7M, and Alps ETF Tr Alerian Mlp ETF with a value of $12.2M.
Examining the 13F form we can see an decrease of $7.73M in the current position value, from $273M to 266M.
Also it can be appreciated an additional of 26 stocks purchases and 2 closed positions.
Below you can find more details about Fwl Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$266 Million
ETFs: $84.1 Million
Technology: $58 Million
Energy: $31.8 Million
Financial Services: $26.7 Million
Communication Services: $13.8 Million
Industrials: $12.9 Million
Consumer Cyclical: $11.7 Million
Healthcare: $8.25 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
