Fwl Investment Management, LLC ETFs

Fwl Investment Management, LLC

$266 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GLDM World Gold Trust	$9.7B	$99,000 0.04% of portfolio	1,600	Q4 2024 New
SOXQ Invesco ETF Tr Ii Invesco Phlx	$0	$96,000 0.04% of portfolio	2,855	Q1 2025 Added 10.1%
TLT Ishares Barclays 20+ Year Trea	$0	$96,000 0.04% of portfolio	1,065	Q1 2025 Added 184.0%
SPTL Spdr Portfolio Long Term Treas	$0	$95,000 0.04% of portfolio	3,500	Q1 2025 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$84,000 0.03% of portfolio	2,532	Q1 2025 Reduced 10.5%
COPX Global X Copper Miners ETF	$0	$84,000 0.03% of portfolio	2,162	Q1 2025 Reduced 2.61%
IMTM Ishares Msci Intl Momentum Fac	$0	$84,000 0.03% of portfolio	2,116	Q3 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$81,000 0.03% of portfolio	604	Q1 2025 Reduced 0.82%
XLY Select Sector Spdr Consumer Di	$0	$74,000 0.03% of portfolio	375	Q1 2025 Added 37,400.0%
VGLT Vanguard Long Term Treasury Et	$0	$72,000 0.03% of portfolio	1,258	Q3 2024 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$69,000 0.03% of portfolio	1,051	Q1 2025 Reduced 9.79%
INDA Ishares Msci India Index Fund	$0	$67,000 0.03% of portfolio	1,317	Q1 2025 Reduced 99.05%
VFH Vanguard Financial ETF	$0	$64,000 0.02% of portfolio	544	Q1 2025 Reduced 5.23%
VOO Vanguard Index Fds S&P 500 ETF	$0	$59,000 0.02% of portfolio	115	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$45,000 0.02% of portfolio	243	Q1 2025 Added 131.43%
LQD Ishares Iboxx $ Investment Gra	$0	$42,000 0.02% of portfolio	388	Q1 2025 Added 11.49%
IJH Ishares Core S&P Mid Cap ETF	$0	$38,000 0.01% of portfolio	665	Q2 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$37,000 0.01% of portfolio	735	Q3 2024 Reduced 40.73%
IYE Ishares Tr	$0	$34,000 0.01% of portfolio	705	Q1 2025 Reduced 33.18%
ICLN Ishares	$0	$30,000 0.01% of portfolio	2,675	Q1 2025 Reduced 0.56%
VB Vanguard Small Cap ETF	$0	$28,000 0.01% of portfolio	130	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$27,000 0.01% of portfolio	648	Q4 2024 New
OEF Ishares S&P 100 ETF	$0	$26,000 0.01% of portfolio	100	Q3 2024 New
FMHI First Tr ETF Iii Municipal Hig	$0	$26,000 0.01% of portfolio	546	Q1 2025 Reduced 53.37%
DWAS Invesco ETF Tr Ii Dwa Smallcap	$0	$25,000 0.01% of portfolio	332	Q1 2025 Reduced 17.82%
VGSH Vanguard	$0	$24,000 0.01% of portfolio	414	Q3 2024 New
FDN First Tr Fd Dow Jones	$0	$24,000 0.01% of portfolio	111	Q2 2024 Reduced 6.72%
VIS Vanguard Industrial ETF	$0	$22,000 0.01% of portfolio	89	Q1 2025 Reduced 64.96%
IYK Ishares U.S. Consumer Staples	$0	$21,000 0.01% of portfolio	300	Q3 2024 New
IWV Ishares Russell 3000 ETF	$0	$19,000 0.01% of portfolio	60	Q1 2025 Reduced 60.26%
IYH Ishares Tr	$0	$18,000 0.01% of portfolio	300	Q3 2024 New
VOX Vanguard Communication Service	$0	$17,000 0.01% of portfolio	115	Q1 2025 Reduced 63.95%
FDHY Fidelity Covington Trust High	$0	$16,000 0.01% of portfolio	345	Q1 2025 Reduced 80.17%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$14,000 0.01% of portfolio	213	Q1 2025 Reduced 18.7%
XLE Energy Sector Spdr	$0	$13,000 0.0% of portfolio	145	Q1 2025 Reduced 34.98%
FCG First Tr Exchange Traded Fd	$0	$13,000 0.0% of portfolio	550	Q1 2025 Reduced 21.43%
JHMM John Hancock Multifactor Mid C	$0	$12,000 0.0% of portfolio	220	Q1 2025 New
IHE Ishares Tr	$0	$12,000 0.0% of portfolio	180	Q3 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$12,000 0.0% of portfolio	230	Q1 2025 Added 15.0%
CLOI Vaneck ETF Tr	$0	$11,000 0.0% of portfolio	216	Q1 2025 Reduced 78.18%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$11,000 0.0% of portfolio	232	Q3 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$11,000 0.0% of portfolio	203	Q1 2025 Reduced 28.01%
IBB Ishares Biotechnology ETF	$0	$9,000 0.0% of portfolio	71	Q1 2025 Reduced 12.35%
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$9,000 0.0% of portfolio	150	Q3 2024 Reduced 62.5%
DFAS Dimensional ETF Tr U S Small C	$0	$9,000 0.0% of portfolio	161	Q1 2025 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$8,000 0.0% of portfolio	171	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$8,000 0.0% of portfolio	195	Q3 2024 New
IGV Ishares Expanded Tech Software	$0	$8,000 0.0% of portfolio	93	Q1 2025 Reduced 11.43%
HTAB Hartford Fds Exchange Traded	$0	$8,000 0.0% of portfolio	435	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$8,000 0.0% of portfolio	100	Q1 2025 Reduced 29.08%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.