FWL INVESTMENT MANAGEMENT, LLC Q3 2025 Filing

Filed November 17, 2025

Portfolio Value

$383.6M

Holdings

332

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (332 positions)

StockValue
IYKISHARES U.S. CONSUMER STAPLES ETF
$21K
MIGASTRATEGY INC CL A NEW
$19K
HWMHOWMET AEROSPACE INC COM
$18K
VNQVANGUARD REAL ESTATE ETF
$18K
PHPARKER-HANNIFIN CORP COM
$18K
BXBLACKSTONE INC COM
$18K
ARMARM HOLDINGS PLC SPONSORED ADS
$18K
MFCMANULIFE FINL CORP COM
$18K
UTHUNITED THERAPEUTICS CORP DEL COM
$18K
BSXBOSTON SCIENTIFIC CORP COM
$18K
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$17K
COPCONOCOPHILLIPS COM
$17K
KGCKINROSS GOLD CORP COM
$17K
QCOMQUALCOMM INC COM
$16K
CEGCONSTELLATION ENERGY CORP COM
$16K
ENVXENOVIX CORPORATION COM
$16K
INFYINFOSYS LTD SPONSORED ADR
$16K
XHESPDR S&P HEALTH CARE EQUIPMENT ETF
$16K
XLFFINANCIAL SELECT SECTOR SPDR FUND
$15K
MLMMARTIN MARIETTA MATLS INC COM
$15K
SHELSHELL PLC SPON ADS
$14K
CRWDCROWDSTRIKE HLDGS INC CL A
$14K
ALNYALNYLAM PHARMACEUTICALS INC COM
$14K
OGEOGE ENERGY CORP COM
$14K
GBTCGRAYSCALE BITCOIN TRUST ETF
$13K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$13K
QBTSD-WAVE QUANTUM INC COM
$13K
AZOAUTOZONE INC COM
$13K
CLVTRIP COM GROUP LTD ADS
$13K
ABGCENCORA INC COM
$13K
ROPROPER TECHNOLOGIES INC COM
$12K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$12K
A4SAMERIPRISE FINL INC COM
$12K
ANETARISTA NETWORKS INC COM SHS
$12K
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$12K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$12K
VRTXVERTEX PHARMACEUTICALS INC COM
$12K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$12K
CLOIVANECK CLO ETF
$11K
DGDOLLAR GEN CORP NEW COM
$11K
BNBROOKFIELD CORP CL A LTD VT SH
$11K
DDOGDATADOG INC CL A COM
$11K
DWDMORGAN STANLEY COM NEW
$11K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$11K
BKNGBOOKING HOLDINGS INC COM
$11K
SNOWSNOWFLAKE INC COM SHS
$11K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$11K
TTTRANE TECHNOLOGIES PLC SHS
$11K
EMBJEMBRAER S.A. SPONSORED ADS
$10K
GEGE AEROSPACE COM NEW
$10K
RCLROYAL CARIBBEAN GROUP COM
$10K
APHAMPHENOL CORP NEW CL A
$10K
XLEENERGY SELECT SECTOR SPDR FUND
$10K
DHRDANAHER CORPORATION COM
$10K
STWDSTARWOOD PPTY TR INC COM
$10K
RBARB GLOBAL INC COM
$9K
EFAISHARES MSCI EAFE ETF
$9K
BLKBLACKROCK INC COM
$9K
SANMSANMINA CORPORATION COM
$9K
NOCNORTHROP GRUMMAN CORP COM
$9K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$9K
MCDMCDONALDS CORP COM
$9K
UBSUBS GROUP AG SHS
$9K
DHRB & G FOODS INC NEW COM
$9K
SAPSAP SE SPON ADR
$9K
RACEFERRARI N V COM
$8K
FCGFIRST TRUST NATURAL GAS ETF
$8K
JXNJACKSON FINANCIAL INC COM CL A
$8K
DBDEUTSCHE BANK A G NAMEN AKT
$8K
CALMCAL MAINE FOODS INC COM NEW
$8K
IBBISHARES BIOTECHNOLOGY ETF
$8K
REEVEREST GROUP LTD COM
$7K
SCCOSOUTHERN COPPER CORP COM
$7K
JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF
$7K
XBISPDR S&P BIOTECH ETF
$7K
TKOTKO GROUP HOLDINGS INC CL A
$7K
MOALTRIA GROUP INC COM
$7K
CLOUGLOBAL X CLOUD COMPUTING ETF
$7K
4I1PHILIP MORRIS INTL INC COM
$6K
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$6K
AVLVAVANTIS U.S. LARGE CAP VALUE ETF
$6K
IDIINTERDIGITAL INC COM
$6K
AEPAMERICAN ELEC PWR CO INC COM
$6K
PGPROCTER AND GAMBLE CO COM
$6K
IHEISHARES U.S. PHARMACEUTICALS ETF
$6K
XDECFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
$6K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$6K
ITRIITRON INC COM
$6K
BFHBREAD FINANCIAL HOLDINGS INC COM
$6K
SMTHALPS/SMITH CORE PLUS BOND ETF
$5K
AVDEAVANTIS INTERNATIONAL EQUITY ETF
$5K
SPHQINVESCO S&P 500 QUALITY ETF
$5K
ABTABBOTT LABS COM
$5K
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$4K
EQIXEQUINIX INC COM
$4K
RXRXRECURSION PHARMACEUTICALS INC CL A
$4K
NINISOURCE INC COM
$4K
MRKMERCK & CO INC COM
$4K
IWRISHARES RUSSELL MIDCAP ETF
$4K
BSMBLACK STONE MINERALS L P COM UNIT
$4K
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