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)

StockValue
TMOTHERMO FISHER SCIENTIFIC INC COM
$18.2M
VNQVANGUARD REAL ESTATE ETF
$17.8M
ENVXENOVIX CORPORATION COM
$17.1M
IYHISHARES U.S. HEALTHCARE ETF
$16.9M
FSLRFIRST SOLAR INC COM
$16.6M
CEGCONSTELLATION ENERGY CORP COM
$16.1M
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$16.0M
BACVERIZON COMMUNICATIONS INC COM
$15.6M
MMM3M CO COM
$15.2M
ROPROPER TECHNOLOGIES INC COM
$14.2M
DYHTARGET CORP COM
$14.0M
VRTXVERTEX PHARMACEUTICALS INC COM
$13.4M
SPGIS&P GLOBAL INC COM
$13.2M
GBTCGRAYSCALE BITCOIN TRUST ETF
$12.7M
DGDOLLAR GEN CORP NEW COM
$12.6M
COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
$12.5M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$12.5M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$12.1M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$11.8M
BKNGBOOKING HOLDINGS INC COM
$11.6M
CLOIVANECK CLO ETF
$11.4M
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$11.3M
GEGE AEROSPACE COM NEW
$11.3M
VSTVISTRA CORP COM
$11.2M
CLSCELESTICA INC COM
$11.1M
PHPARKER-HANNIFIN CORP COM
$10.5M
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
$10.1M
STWDSTARWOOD PPTY TR INC COM
$10.0M
SAPSAP SE SPON ADR
$10.0M
DWDMORGAN STANLEY COM NEW
$9.7M
QCOMQUALCOMM INC COM
$9.7M
DHRDANAHER CORPORATION COM
$9.7M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$9.6M
EMEEMCOR GROUP INC COM
$9.6M
XLEENERGY SELECT SECTOR SPDR FUND
$9.3M
RBARB GLOBAL INC COM
$9.2M
EFAISHARES MSCI EAFE ETF
$8.9M
RYROYAL BK CDA COM
$8.8M
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$8.5M
DHRB & G FOODS INC NEW COM
$8.5M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$8.2M
FCGFIRST TRUST NATURAL GAS ETF
$8.0M
CWCURTISS WRIGHT CORP COM
$7.8M
ABGCENCORA INC COM
$7.8M
QBTSD-WAVE QUANTUM INC COM
$7.7M
NGGNATIONAL GRID PLC SPONSORED ADR NE
$7.4M
UBSUBS GROUP AG SHS
$7.4M
REEVEREST GROUP LTD COM
$7.1M
IBBISHARES BIOTECHNOLOGY ETF
$7.1M
STRLSTERLING INFRASTRUCTURE INC COM
$6.9M
JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF
$6.9M
CLOUGLOBAL X CLOUD COMPUTING ETF
$6.5M
IWMISHARES RUSSELL 2000 ETF
$6.5M
TKOTKO GROUP HOLDINGS INC CL A
$6.4M
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$6.1M
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
$6.1M
SCCOSOUTHERN COPPER CORP COM
$6.1M
XBISPDR S&P BIOTECH ETF
$6.0M
EDGGOLD FIELDS LTD SPONSORED ADR
$5.9M
XDECFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
$5.8M
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$5.8M
IHEISHARES U.S. PHARMACEUTICALS ETF
$5.5M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$5.4M
MRKMERCK & CO INC COM
$4.9M
INTUINTUIT COM
$4.7M
SMTHALPS/SMITH CORE PLUS BOND ETF
$4.6M
SPHQINVESCO S&P 500 QUALITY ETF
$4.4M
AVDEAVANTIS INTERNATIONAL EQUITY ETF
$4.4M
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$4.0M
EQIXEQUINIX INC COM
$4.0M
RXRXRECURSION PHARMACEUTICALS INC CL A
$3.9M
BSMBLACK STONE MINERALS L P COM UNIT
$3.7M
FISVFISERV INC COM
$3.6M
FEZSPDR EURO STOXX 50 ETF
$3.6M
MDYVSPDR S&P 400 MID CAP VALUE ETF
$3.5M
VBRVANGUARD SMALL CAP VALUE ETF
$3.3M
GWWGRAINGER W W INC COM
$3.1M
UNHUNITEDHEALTH GROUP INC COM
$3.1M
CCLCARNIVAL CORP PAIRED CTF
$2.8M
ENBENBRIDGE INC COM
$2.7M
SRESEMPRA COM
$2.6M
BDXBECTON DICKINSON & CO COM
$2.4M
CMCSACOMCAST CORP NEW CL A
$2.4M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$2.4M
MCKMCKESSON CORP COM
$2.2M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$2.1M
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$2.1M
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$2.0M
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$2.0M
ULUNILEVER PLC SPON ADR NEW
$2.0M
UYLDANGEL OAK ULTRASHORT INCOME ETF
$1.9M
TMUST-MOBILE US INC COM
$1.9M
IFNINDIA FD INC COM
$1.9M
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
$1.9M
SOLVSOLVENTUM CORP COM SHS
$1.9M
APOAPOLLO GLOBAL MGMT INC COM
$1.7M
SOXXISHARES SEMICONDUCTOR ETF
$1.7M
VLTOVERALTO CORP COM SHS
$1.6M
RTXRTX CORPORATION COM
$1.6M
WMWASTE MGMT INC DEL COM
$1.6M
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