Fund HoldingsFWL INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$269.16M
Total Bought
$41.90M
Total Sold
$48.63M
Net Transaction
-$6.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CACI INTL INC(CACI)013,650+13,65005,0091.86%+5,009
CHENIERE ENERGY INC(LNG)49,88766,916+17,02910,71915,4845.75%+4,765
SCHWAB CHARLES CORP NEW(SCHW)6,31054,734+48,4244674,2851.59%+3,818
MEDTRONIC PLC(MDT)040,964+40,96403,6811.37%+3,681
SPDR GOLD TRUST(GLD)42,27045,202+2,93210,23513,0254.84%+2,790
FLAGSTAR FINANCIAL INC COM NEW(FLG)25,260247,377+222,1172362,8751.07%+2,639
WILLIAMS COS INC DEL(WMB)147,205166,418+19,2137,9679,9453.69%+1,978
ALERIAN MLP ETF
ALERIAN MLP
216,907235,596+18,68910,44612,2374.55%+1,791
VANECK VECTORS ETF TR
GOLD MINERS ETF
0284,206+284,206013,0654.85%+13,065
SPDR SER TR
ST STR BLO 1 ETF
56,28672,350+16,0645,1466,6372.47%+1,490
EATON CORP PLC(ETN)22,85233,092+10,2407,5848,9953.34%+1,411
ORACLE CORP(ORCL)074,461+74,461010,4103.87%+10,410
AGNC INVT CORP(AGNC)0632,707+632,70706,0612.25%+6,061
ALAMOS GOLD INC NEW043,518+43,51801,1640.43%+1,164
AMAZON COM INC(AMZN)29,57939,324+9,7456,4897,4822.78%+992
BERKSHIRE HATHAWAY INC DEL8,6998,600-993,9434,5801.70%+637
TESLA INC(TSLA)5043,079+2,5752047980.30%+594
TEMPUS AI INC CL A(TEM)011,741+11,74105660.21%+566
CAMECO CORP(CCJ)106,596144,791+38,1955,4785,9602.21%+482
BRINKER INTL INC(EAT)03,044+3,04404540.17%+454
ICICI BK LTD(IBN)277,784275,507-2,2778,2958,6843.23%+389
PALANTIR TECHNOLOGIES INC CL A(PLTR)12,10815,169+3,0619161,2800.48%+365
ISHARES TR016,427+16,42705050.19%+505
KRATOS DEFENSE & SEC SOLUTIO(KTOS)24,62129,773+5,1526508840.33%+234
AMGEN INC(AMGN)04,688+4,68801,4600.54%+1,460
RIOT BLOCKCHAIN INC(RIOT)025,800+25,80001840.07%+184
PUBLIC STORAGE(PSA)0727+72702180.08%+218
FREEPORT-MCMORAN INC(FCX)010,056+10,05603810.14%+381
ISHARES TR
MORTGE REL ETF
13,06218,891+5,8292794240.16%+145
ANNALY CAPITAL MANAGEMENT INC COM NEW25,57929,986+4,4074686090.23%+141
VISA INC(V)6,3446,087-2572,0052,1330.79%+128
CHUBB LIMITED
COM
6,7186,516-2021,8561,9680.73%+111
ISHARES GOLD TRUST(IAU)025,616+25,61601,5100.56%+1,510
SPDR SERIES TRUST
ST LON TREAS ETF
03,500+3,5000950.04%+95
JPMORGAN CHASE & CO(JPM)15,14415,182+383,6303,7241.38%+94
GLOBAL X MLP ETF
GLBL X MLP ETF
3,7734,999+1,2261862660.10%+80
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
03,744+3,74401510.06%+151
MICRON TECHNOLOGY INC(MU)014,394+14,39401,2510.46%+1,251
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0375+3750740.03%+74
ISHARES TR01,065+1,0650970.04%+97
COSTCO WHSL CORP NEW(COST)3,0843,054-302,8252,8881.07%+63
ISHARES TR7,8088,468+6606407010.26%+60
FIRST TR EXCH TRADED FD II
NASDQ CLN EDGE
1,7692,397+6282112710.10%+60
INVESCO EXCHNG TRADED FD TR11,10416,882+5,7781692190.08%+50
SELECT SECTOR SPDR TR
ST STR FINL ETF
2,0512,873+822991430.05%+44
JPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF
BETA US GRAD ETF
01,568+1,5680710.03%+71
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
1,7652,460+6952102520.09%+41
ABBVIE INC(ABBV)01,259+1,25902640.10%+264
GLOBAL X FDS
US INFR DEV ETF
2,4983,512+1,0141011330.05%+32
UBER TECHNOLOGIES INC COM(UBER)01,547+1,54701130.04%+113
VANGUARD INDEX FDS0130+1300290.01%+29
AMPLIFY CYBERSECURITY ETF1,7622,222+4601311600.06%+28
EXXON MOBIL CORP0736+7360880.03%+88
SPDR SERIES TRUST
ST STR SP AERO
584768+184971230.05%+27
PACER FDS TR
US CASH COWS 100
6,9997,698+6993954220.16%+26
LILLY ELI & CO(LLY)0146+14601210.04%+121
FACEBOOK INC(META)159203+44931170.04%+24
ISHARES TR105243+13823460.02%+23
BROADCOM INC(AVGO)6701,040+3701551740.06%+19
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,549+5,54904380.16%+438
SPDR GOLD MINISHARES TRUST(GLDM)1,6001,600083990.04%+16
AMERICAN TOWER CORP NEW(AMT)671636-351231380.05%+15
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
FT VEST RIS
0587+5870140.01%+14
COINBASE GLOBAL INC COM CL A(COIN)080+800140.01%+14
WISDOMTREE TR(WT)4,5184,975+4572052170.08%+13
ASML HOLDING N V
N Y REGISTRY SHS
035+350230.01%+23
CMS ENERGY CORP(CMS)01,500+1,50001130.04%+113
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
0220+2200130.00%+13
PUTNAM FOCUSED LARGE CAP VALUE ETF0291+2910110.00%+11
INTERCONTINENTAL EXCHANGE IN(ICE)0450+4500780.03%+78
SPROTT GOLD MINERS ETF
GOLD MINERS ETF
1,0001,000028380.01%+10
FIRST TR EXCHANGE TRADED FD02,297+2,29702060.08%+206
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
0161+1610100.00%+10
VANGUARD WORLD FD03,915+3,91502780.10%+278
PALO ALTO NETWORKS INC(PANW)0181+1810310.01%+31
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
0171+171090.00%+9
HARTFORD FDS EXCHANGE TRADE
SCHRDRS TAX BD
0435+435080.00%+8
TRANSDIGM GROUP INC(TDG)070+700970.04%+97
KINDER MORGAN INC DEL(KMI)5,6455,681+361551620.06%+7
AT&T INC(T)01,248+1,2480350.01%+35
ARK ETF TR
GENOMIC REV ETF
0325+325070.00%+7
ABBOTT LABS0334+3340440.02%+44
SPROUTS FMRS MKT INC(SFM)0247+2470380.01%+38
STRYKER CORP(SYK)0160+1600600.02%+60
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
FT VEST U.S
0150+150060.00%+6
ISHARES TR
MSCI INTL MOMENT
02,116+2,1160850.03%+85
TKO GROUP HOLDINGS INC CL A(TKO)035+35050.00%+5
ISHARES TR0388+3880420.02%+42
FISERV INC(FISV)021+21050.00%+5
DUKE ENERGY CORP NEW(DUK)0324+3240400.01%+40
BOOKING HLDGS INC(BKNG)02+2090.00%+9
INTUIT(INTU)06+6040.00%+4
TRAVELERS COMPANIES INC(TRV)0150+1500400.01%+40
SOUTHERN CO(SO)0350+3500320.01%+32
CISCO SYS INC(CSCO)1,9581,933-251161190.04%+3
CINTAS CORP(CTAS)0140+1400290.01%+29
ISHARES TR02,012+2,01201990.07%+199
DOMINION ENERGY INC(D)01,390+1,3900780.03%+78
ISHARES TR01,015+1,01501360.05%+136
GRAINGER W W INC(GWW)03+3030.00%+3
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