Fwl Investment Management, LLC Portfolio Holdings

Fwl Investment Management, LLC

  • $198 Million
  • Q2 2024

Fwl Investment Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $198 Million distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Gold Miners ETF with a value of $11.2M, Microsoft Corp with a value of $10.8M, Alphabet Inc. with a value of $10.5M, Ishares Tr Dow Jones Us Medica with a value of $10.4M, and Spdr Ser Tr Spdr S&P Biotech E with a value of $9.78M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $179M to 198M. Also it can be appreciated an additional of 50 stocks purchases and 5 closed positions.

Below you can find more details about Fwl Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Million
ETFs: $83.1 Million
Technology: $42.1 Million
Energy: $18.2 Million
Industrials: $17.5 Million
Communication Services: $11.8 Million
Financial Services: $10 Million
Real Estate: $7.72 Million
Consumer Cyclical: $4.3 Million
Other: $3.16 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.6M
$0 0.0% of portfolio
300
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $198 Million
  • Prior Value $179 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 50 stocks
  • Additional Purchases 61 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 48 stocks
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