Fwl Investment Management, LLC Sells in Q3 2025

Fwl Investment Management, LLC

  • $366 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
-26K
- 89.63%
$374.8 - $491.1 $9.75M - $12.8M
3.01K $1.45M
FCX
Freeport Mcmoran Inc

Basic Materials
-150K
- 99.99%
$35.34 - $47.21 $5.3M - $7.07M
10 $0
OKE
Oneok Inc

Energy
-56.8K
- 95.38%
$71.36 - $83.47 $4.05M - $4.74M
2.75K $200K
NOW
Service Now, Inc.

Technology
-3.67K
- 98.74%
$850.86 - $1044.69 $3.12M - $3.84M
47 $43K
PG
Procter & Gamble CO

Consumer Defensive
-11.3K
- 99.65%
$150.47 - $161.22 $1.71M - $1.83M
40 $6K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14.8K
- 10.1%
$91.44 - $91.77 $1.35M - $1.36M
132K $12.1M
MSTR
Microstrategy Inc

Technology
-1.53K
- 96.35%
$300.7 - $455.9 $460K - $697K
58 $18K
COST
Costco Wholesale Corp

Consumer Defensive
-139
- 4.35%
$915.95 - $994.57 $127K - $138K
3.05K $2.83M
APD
Air Products & Chemicals, Inc.

Basic Materials
-751
- 12.61%
$265.78 - $299.3 $200K - $225K
5.21K $1.42M
IVV
Ishares Core S&P 500 ETF

ETFs
-493
- 24.67%
$620.67 - $670.08 $306K - $330K
1.51K $1.01M
PAGP
Plains Gp Holdings LP

Energy
-5.8K
- 11.61%
$18.12 - $20.08 $105K - $116K
44.1K $804K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.72K
- 97.78%
$92.26 - $97.51 $159K - $168K
39 $3K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-2.31K
- 33.05%
$79.52 - $89.63 $184K - $207K
4.68K $416K
HD
Home Depot, Inc.

Consumer Cyclical
-1.11K
- 13.21%
$357.4 - $423.42 $397K - $470K
7.29K $2.96M
AMGN
Amgen Inc

Healthcare
-479
- 9.33%
$271.18 - $309.22 $130K - $148K
4.65K $1.31M
WMT
Walmart Inc.

Consumer Defensive
-2.96K
- 8.23%
$94.4 - $104.27 $279K - $308K
33K $3.4M
FQAL
Fidelity Covington Tr Quality

ETFs
-1.88K
- 33.76%
$69.69 - $74.72 $131K - $140K
3.69K $275K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-500
- 5.86%
$459.11 - $506.91 $230K - $253K
8.03K $4.04M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.74K
- 35.25%
$64.12 - $68.08 $112K - $118K
3.2K $217K
MBB
Ishares Tr

ETFs
-1.04K
- 98.95%
$92.46 - $95.73 $95.7K - $99.1K
11 $1K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.07K
- 81.94%
$28.92 - $32.19 $88.8K - $98.9K
677 $21K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-667
- 16.34%
$225.11 - $247.9 $150K - $165K
3.42K $844K
EPI
Wisdomtree Tr India Earnings F

ETFs
-1.08K
- 23.78%
$43.79 - $47.63 $47.2K - $51.3K
3.46K $152K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-2.95K
- 20.94%
$21.64 - $23.57 $63.7K - $69.4K
11.1K $244K
MLPA
Global X Mlp ETF

ETFs
-859
- 15.06%
$48.25 - $51.56 $41.4K - $44.3K
4.84K $234K
EWJ
Ishares Msci Japan ETF

ETFs
-784
- 29.29%
$71.69 - $81.49 $56.2K - $63.9K
1.89K $151K
ABT
Abbott Laboratories

Healthcare
-332
- 90.71%
$120.51 - $136.62 $40K - $45.4K
34 $4K
SKYY
First Trust Cloud Computing Et

ETFs
-597
- 21.21%
$118.24 - $138.53 $70.6K - $82.7K
2.22K $298K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-479
- 18.66%
$138.08 - $151.2 $66.1K - $72.4K
2.09K $315K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.54K
- 15.36%
$25.67 - $27.21 $39.6K - $42K
8.5K $229K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-1.1K
- 35.74%
$43.35 - $50.12 $47.8K - $55.3K
1.98K $99K
CRM
Salesforce, Inc.

Technology
-82
- 21.58%
$231.66 - $273.65 $19K - $22.4K
298 $70K
JNJ
Johnson & Johnson

Healthcare
-290
- 44.34%
$155.17 - $185.42 $45K - $53.8K
364 $67K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-375
- 11.19%
$420.11 - $472.68 $158K - $177K
2.98K $1.39M
PAVE
Global X Fds Us Infrastructure

ETFs
-895
- 23.0%
$44.02 - $47.63 $39.4K - $42.6K
3K $142K
NFLX
Netflix Inc

Communication Services
-15
- 22.73%
$1147.87 - $1297.18 $17.2K - $19.5K
51 $61K
XLY
Select Sector Spdr Consumer Di

ETFs
-141
- 34.73%
$216.09 - $242.18 $30.5K - $34.1K
265 $63K
AMT
American Tower Corp

Real Estate
-21
- 3.35%
$192.32 - $232.35 $4.04K - $4.88K
606 $116K
LLY
Eli Lilly & CO

Healthcare
-25
- 13.3%
$625.65 - $812.69 $15.6K - $20.3K
163 $124K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-571
- 35.18%
$35.42 - $38.65 $20.2K - $22.1K
1.05K $39K
MFC
Manulife Financial Corp

Financial Services
-500
- 46.9%
$29.9 - $32.34 $15K - $16.2K
566 $17K
FNDX
Schwab Fundamental U S Large C

ETFs
-778
- 32.54%
$24.38 - $26.34 $19K - $20.5K
1.61K $42K
LOW
Lowes Companies Inc

Consumer Cyclical
-97
- 31.29%
$215.01 - $273.02 $20.9K - $26.5K
213 $53K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-247
- 36.11%
$86.2 - $111.56 $21.3K - $27.6K
437 $48K
BSX
Boston Scientific Corp

Healthcare
-64
- 26.23%
$97.03 - $108.14 $6.21K - $6.92K
180 $17K
CSCO
Cisco Systems, Inc.

Technology
-104
- 4.94%
$66.2 - $71.79 $6.88K - $7.47K
2K $136K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-120
- 18.29%
$108.46 - $120.63 $13K - $14.5K
536 $63K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-68
- 12.14%
$168.93 - $178.7 $11.5K - $12.2K
492 $87K
CMS
Cms Energy Corp

Utilities
-150
- 10.0%
$69.37 - $74.67 $10.4K - $11.2K
1.35K $98K
Activity Summary
Buys All Purchases 134 New Holdings 61 Increased Positions 73 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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