Fwl Investment Management, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $179 Million distributed in 242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.6M, Ishares Tr Dow Jones Us Medica with a value of $10.5M, Vaneck ETF Tr Gold Miners ETF with a value of $9.88M, Agnc Investment Corp. with a value of $9.8M, and Alphabet Inc. with a value of $9.17M.
Examining the 13F form we can see an increase of $22.5M in the current position value, from $156M to 179M.
Also it can be appreciated an additional of 42 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
$179 Million
ETFs: $80.7 Million
Technology: $32.4 Million
Industrials: $15.7 Million
Energy: $13.8 Million
Communication Services: $10.2 Million
Real Estate: $10.1 Million
Financial Services: $9.12 Million
Consumer Cyclical: $3.67 Million
Other: $3.03 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions