Fwl Investment Management, LLC Sells in Q4 2024

Fwl Investment Management, LLC

  • $273 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-114K
- 94.6%
$89.81 - $104.0 $10.2M - $11.9M
6.51K $586K
AGNC
Agnc Investment Corp.

Real Estate
-326K
- 38.38%
$9.21 - $10.59 $3M - $3.45M
524K $4.82M
MU
Micron Technology Inc

Technology
-36.2K
- 72.17%
$84.16 - $113.41 $3.05M - $4.11M
14K $1.18M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-33.4K
- 92.2%
$35.45 - $40.33 $1.18M - $1.35M
2.83K $101K
AMD
Advanced Micro Devices Inc

Technology
-2.72K
- 67.51%
$118.88 - $172.8 $323K - $469K
1.31K $157K
JNJ
Johnson & Johnson

Healthcare
-99
- 0.97%
$143.34 - $165.86 $14.2K - $16.4K
10.1K $1.46M
EDV
Vanguard Extended Duration Tre

ETFs
-1.65K
- 29.38%
$67.27 - $79.67 $111K - $132K
3.97K $268K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.75K
- 82.35%
$87.1 - $98.49 $152K - $172K
375 $32K
IVV
Ishares Core S&P 500 ETF

ETFs
-324
- 10.39%
$570.51 - $610.59 $185K - $198K
2.79K $1.64M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-10.2K
- 42.29%
$12.11 - $12.77 $124K - $131K
13.9K $169K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.39K
- 15.26%
$60.73 - $64.94 $84.7K - $90.5K
7.74K $474K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.46K
- 26.46%
$31.23 - $33.51 $76.7K - $82.3K
6.82K $214K
FQAL
Fidelity Covington Tr Quality

ETFs
-1.32K
- 13.54%
$64.43 - $68.47 $84.7K - $90K
8.4K $549K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.53K
- 12.98%
$70.54 - $79.61 $108K - $121K
10.2K $777K
D
Dominion Energy, Inc

Utilities
-750
- 35.05%
$52.63 - $60.92 $39.5K - $45.7K
1.39K $74K
ASML
Asml Holding Nv

Technology
-45
- 75.0%
$658.43 - $872.27 $29.6K - $39.3K
15 $10K
CMS
Cms Energy Corp

Utilities
-400
- 21.05%
$65.76 - $71.94 $26.3K - $28.8K
1.5K $99K
BGS
B&G Foods, Inc.

Consumer Defensive
-2.7K
- 57.45%
$6.21 - $8.91 $16.8K - $24.1K
2K $13K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-112
- 5.25%
$96.64 - $101.23 $10.8K - $11.3K
2.02K $195K
FDHY
Fidelity Covington Trust High

ETFs
-313
- 15.25%
$48.24 - $49.25 $15.1K - $15.4K
1.74K $83K
UPS
United Parcel Service Inc

Industrials
-115
- 88.46%
$122.65 - $138.35 $14.1K - $15.9K
15 $1K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-117
- 9.65%
$113.92 - $127.38 $13.3K - $14.9K
1.1K $126K
ICLN
Ishares

ETFs
-250
- 8.5%
$11.35 - $14.51 $2.84K - $3.63K
2.69K $30K
SBUX
Starbucks Corp

Consumer Cyclical
-130
- 76.47%
$87.44 - $102.5 $11.4K - $13.3K
40 $3K
PSA
Public Storage

Real Estate
-11
- 7.1%
$289.33 - $360.21 $3.18K - $3.96K
144 $43K
ADBE
Adobe Inc.

Technology
-15
- 16.67%
$437.39 - $552.96 $6.56K - $8.29K
75 $33K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-265
- 94.64%
$42.89 - $48.05 $11.4K - $12.7K
15 $0
INFY
Infosys LTD

Technology
-500
- 33.27%
$20.71 - $23.42 $10.4K - $11.7K
1K $21K
VBR
Vanguard Small Cap Value ETF

ETFs
-48
- 72.73%
$197.36 - $217.3 $9.47K - $10.4K
18 $3K
MET
Metlife Inc

Financial Services
-100
- 45.45%
$78.15 - $88.25 $7.82K - $8.83K
120 $9K
CMCSA
Comcast Corp

Communication Services
-215
- 72.88%
$37.39 - $45.14 $8.04K - $9.71K
80 $3K
AVDE
American Centy ETF Tr Avantis

ETFs
-117
- 66.48%
$60.9 - $66.69 $7.13K - $7.8K
59 $3K
PEG
Public Service Enterprise Group Inc

Utilities
-55
- 57.89%
$81.87 - $94.51 $4.5K - $5.2K
40 $3K
CFG
Citizens Financial Group Inc

Financial Services
-115
- 63.89%
$39.92 - $48.46 $4.59K - $5.57K
65 $2K
MA
Mastercard Inc

Financial Services
-17
- 11.26%
$491.3 - $536.15 $8.35K - $9.11K
134 $70K
DG
Dollar General Corp

Consumer Defensive
-38
- 25.68%
$73.27 - $84.47 $2.78K - $3.21K
110 $8K
VZ
Verizon Communications Inc

Communication Services
-45
- 11.66%
$39.6 - $45.21 $1.78K - $2.03K
341 $13K
IBM
International Business Machines Corp

Technology
-15
- 12.0%
$204.9 - $238.04 $3.07K - $3.57K
110 $24K
EW
Edwards Lifesciences Corp

Healthcare
-100
- 18.52%
$64.54 - $75.92 $6.45K - $7.59K
440 $32K
AMP
Ameriprise Financial Inc

Financial Services
-8
- 21.05%
$473.15 - $574.01 $3.79K - $4.59K
30 $15K
XLE
Energy Sector Spdr

ETFs
-20
- 8.23%
$83.32 - $97.27 $1.67K - $1.95K
223 $19K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5
- 1.42%
$106.56 - $113.11 $533 - $566
348 $37K
IGV
Ishares Expanded Tech Software

ETFs
-30
- 22.22%
$87.5 - $110.17 $2.63K - $3.31K
105 $10K
IFN
India Fund Inc

Financial Services
-20
- 14.81%
$15.71 - $18.91 $314 - $378
115 $1K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5
- 3.57%
$42.33 - $43.3 $212 - $217
135 $5K
FCG
First Tr Exchange Traded Fd

ETFs
-46
- 6.17%
$22.98 - $26.48 $1.06K - $1.22K
700 $17K
SHAK
Shake Shack Inc.

Consumer Cyclical
-25
- 10.0%
$101.73 - $138.76 $2.54K - $3.47K
225 $29K
TSLA
Tesla, Inc.

Consumer Cyclical
-35
- 6.49%
$213.65 - $479.86 $7.48K - $16.8K
504 $203K
GOOGL
Alphabet Inc.

Communication Services
-74
- 1.26%
$161.86 - $196.66 $12K - $14.6K
5.8K $1.1M
Activity Summary
Buys All Purchases 119 New Holdings 37 Increased Positions 82 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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