Fwl Investment Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $273 Million distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $14.4M, Microsoft Corp with a value of $13.3M, Ishares Tr Dow Jones Us Medica with a value of $11.7M, Vaneck ETF Tr Gold Miners ETF with a value of $11.4M, and Cheniere Energy, Inc. with a value of $10.7M.
Examining the 13F form we can see an increase of $12.9M in the current position value, from $260M to 273M.
Below you can find more details about Fwl Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
ETFs: $86.8 Million
Technology: $62.5 Million
Energy: $24.6 Million
Industrials: $24.4 Million
Financial Services: $23.5 Million
Communication Services: $15.6 Million
Consumer Cyclical: $12 Million
Consumer Defensive: $9.55 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
