Fwl Investment Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $260 Million distributed in 298 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.1M, Vaneck ETF Tr Gold Miners ETF with a value of $12.9M, Alphabet Inc. with a value of $12.2M, Spdr Ser Tr Spdr S&P Biotech E with a value of $11.9M, and Ishares Tr Dow Jones Us Medica with a value of $11.5M.
Examining the 13F form we can see an increase of $62.6M in the current position value, from $198M to 260M.
Below you can find more details about Fwl Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$260 Million
ETFs: $86.7 Million
Technology: $57.9 Million
Industrials: $24.4 Million
Energy: $20.8 Million
Financial Services: $19.9 Million
Communication Services: $13.3 Million
Consumer Cyclical: $9.13 Million
Real Estate: $9.07 Million
Other: $19.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
