FWL INVESTMENT MANAGEMENT, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$326.8B

Holdings

325

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (325 positions)

#StockSharesValue% PortfolioType
101
CSCOCISCO SYS INC COM
2,104$146.0M0.04%
102
COPXGLOBAL X COPPER MINERS ETF
3,096$139.3M0.04%
103
IYFISHARES U.S. FINANCIALS ETF
1,148$138.9M0.04%
104
AMTAMERICAN TOWER CORP NEW COM
627$138.6M0.04%
105
AQLTISHARES SELECT DIVIDEND ETF
1,015$134.8M0.04%
106
SOXQINVESCO PHLX SEMICONDUCTOR ETF
3,086$134.7M0.04%
107
SPYSPDR S&P 500 ETF TRUST
217$134.1M0.04%
108
UBERUBER TECHNOLOGIES INC COM
1,268$118.3M0.04%
109
PWRQUANTA SVCS INC COM
302$114.2M0.03%
110
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
3,748$109.5M0.03%
111
VCRVANGUARD CONSUMER DISCRETIONARY ETF
297$107.6M0.03%
112
AXPAMERICAN EXPRESS CO COM
334$106.5M0.03%
113
CMSCMS ENERGY CORP COM
1,500$103.9M0.03%
114
CRMSALESFORCE INC COM
380$103.6M0.03%
115
WRBBERKLEY W R CORP COM
1,375$101.0M0.03%
116
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
1,536$100.6M0.03%
117
JNJJOHNSON & JOHNSON COM
654$99.9M0.03%
118
MBBISHARES MBS ETF
1,046$98.2M0.03%
119
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
1,550$97.1M0.03%
120
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
2,116$96.7M0.03%
121
IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
560$94.7M0.03%
122
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
2,156$93.0M0.03%
123
NEENEXTERA ENERGY INC COM
1,320$91.6M0.03%
124
NFLXNETFLIX INC COM
66$88.4M0.03%
125
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
406$88.3M0.03%
126
SDYSPDR S&P DIVIDEND ETF
616$83.6M0.03%
127
ICEINTERCONTINENTAL EXCHANGE INC COM
450$82.6M0.03%
128
XOMEXXON MOBIL CORP COM
764$82.4M0.03%
129
BBCBJPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF
1,802$82.3M0.03%
130
T7DTRANSDIGM GROUP INC COM
50$76.0M0.02%
131
IJRISHARES CORE S&P SMALL CAP ETF
656$71.7M0.02%
132
VGLTVANGUARD LONG-TERM TREASURY ETF
1,258$70.6M0.02%
133
MAMASTERCARD INCORPORATED CL A
125$70.2M0.02%
134
KK0NEXTNAV INC COMMON STOCK
4,585$69.7M0.02%
135
VFHVANGUARD FINANCIALS ETF
544$69.3M0.02%
136
LOWLOWES COS INC COM
310$68.8M0.02%
137
DDOMINION ENERGY INC COM
1,203$68.0M0.02%
138
ARKGARK GENOMIC REVOLUTION ETF
2,765$67.3M0.02%
139
SYKSTRYKER CORPORATION COM
160$63.3M0.02%
140
PEPPEPSICO INC COM
478$63.1M0.02%
141
WGMICOINSHARES VALKYRIE BITCOIN MINERS ETF
2,760$62.8M0.02%
142
DOWDOW INC COM
2,312$61.2M0.02%
143
ARKQARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
684$61.0M0.02%
144
TLTISHARES 20 YEAR TREASURY BOND ETF
690$60.9M0.02%
145
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
2,391$58.7M0.02%
146
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
253$57.3M0.02%
147
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
1,623$57.3M0.02%
148
AMDADVANCED MICRO DEVICES INC COM
402$57.0M0.02%
149
VOOVANGUARD S&P 500 ETF
100$56.8M0.02%
150
ABTABBOTT LABS COM
366$49.8M0.02%
151
MLB1MERCADOLIBRE INC COM
18$47.0M0.01%
152
VTIVANGUARD TOTAL STOCK MARKET ETF
153$46.5M0.01%
153
SGDMSPROTT GOLD MINERS ETF
1,000$45.2M0.01%
154
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
409$44.8M0.01%
155
XYLXYLEM INC COM
329$42.6M0.01%
156
TRVTRAVELERS COMPANIES INC COM
158$42.3M0.01%
157
URIUNITED RENTALS INC COM
56$42.2M0.01%
158
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
383$42.0M0.01%
159
IJHISHARES CORE S&P MID-CAP ETF
665$41.2M0.01%
160
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
1,000$40.8M0.01%
161
SFMSPROUTS FMRS MKT INC COM
247$40.7M0.01%
162
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
400$39.9M0.01%
163
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
735$38.5M0.01%
164
NVONOVO-NORDISK A S ADR
557$38.4M0.01%
165
DUKDUKE ENERGY CORP NEW COM NEW
324$38.2M0.01%
166
BABOEING CO COM
177$37.1M0.01%
167
MBSFREGAN FLOATING RATE MBS ETF
1,430$36.5M0.01%
168
TAT&T INC COM
1,248$36.1M0.01%
169
SHOPSHOPIFY INC CL A SUB VTG SHS
300$34.6M0.01%
170
EWEDWARDS LIFESCIENCES CORP COM
440$34.4M0.01%
171
ICLNISHARES GLOBAL CLEAN ENERGY ETF
2,610$34.2M0.01%
172
MFCMANULIFE FINL CORP COM
1,066$34.1M0.01%
173
ARMARM HOLDINGS PLC SPONSORED ADS
210$34.0M0.01%
174
PLDPROLOGIS INC. COM
320$33.6M0.01%
175
POOLPOOL CORP COM
115$33.5M0.01%
176
QUBTQUANTUM COMPUTING INC COM
1,700$32.6M0.01%
177
SOSOUTHERN CO COM
350$32.1M0.01%
178
INDAISHARES MSCI INDIA ETF
577$32.1M0.01%
179
SHAKSHAKE SHACK INC CL A
225$31.6M0.01%
180
CITCINTAS CORP COM
140$31.2M0.01%
181
OEFISHARES S&P 100 ETF
100$30.4M0.01%
182
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
111$29.9M0.01%
183
DWASINVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
332$28.2M0.01%
184
ASMLASML HOLDING N V N Y REGISTRY SHS
35$28.0M0.01%
185
CDNSCADENCE DESIGN SYSTEM INC COM
91$28.0M0.01%
186
COINCOINBASE GLOBAL INC COM CL A
80$28.0M0.01%
187
XLREREAL ESTATE SELECT SECTOR SPDR FUND
648$26.8M0.01%
188
BSXBOSTON SCIENTIFIC CORP COM
244$26.2M0.01%
189
IBMINTERNATIONAL BUSINESS MACHS COM
85$25.1M0.01%
190
HLIHOULIHAN LOKEY INC CL A
138$24.8M0.01%
191
ITWILLINOIS TOOL WKS INC COM
100$24.7M0.01%
192
PANWPALO ALTO NETWORKS INC COM
120$24.6M0.01%
193
VGSHVANGUARD SHORT-TERM TREASURY ETF
414$24.4M0.01%
194
PNCPNC FINL SVCS GROUP INC COM
126$23.5M0.01%
195
EMREMERSON ELEC CO COM
165$22.0M0.01%
196
IYKISHARES U.S. CONSUMER STAPLES ETF
300$21.1M0.01%
197
IWVISHARES RUSSELL 3000 ETF
60$21.1M0.01%
198
AMATAPPLIED MATLS INC COM
112$20.5M0.01%
199
GNRCGENERAC HLDGS INC COM
140$20.0M0.01%
200
INFYINFOSYS LTD SPONSORED ADR
1,003$18.6M0.01%
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