Fund HoldingsFWL INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$148.98M
Total Bought
$27.58M
Total Sold
$23.77M
Net Transaction
+$3.81M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AGNC INVT CORP(AGNC)441,724913,023+471,2994,4758,6195.79%+4,144
FREEPORT-MCMORAN INC(FCX)081,713+81,71303,0472.05%+3,047
EMERSON ELEC CO(EMR)029,463+29,46302,8451.91%+2,845
NEW FORTRESS ENERGY INC89,020159,309+70,2892,3845,2223.51%+2,838
INVESCO QQQ TR1,1067,134+6,0284092,5561.72%+2,147
DATADOG INC(DDOG)36,79153,670+16,8793,6194,8893.28%+1,269
ANNALY CAPITAL MANAGEMENT IN393,528481,242+87,7147,8749,0526.08%+1,178
ALPS ETF TR
ALERIAN MLP
225,284231,246+5,9628,8339,7596.55%+925
ZOOM VIDEO COMMUNICATIONS IN(ZM)42,60453,999+11,3952,8923,7772.54%+885
CHENIERE ENERGY INC(LNG)39,42340,412+9896,0076,7074.50%+700
ALPHABET INC(GOOG)64,12262,734-1,3887,7578,2715.55%+515
EOG RES INC(EOG)03,651+3,65104630.31%+463
WILLIAMS COS INC(WMB)64,85071,085+6,2352,1162,3951.61%+279
ICICI BANK LIMITED(IBN)224,858233,771+8,9135,1905,4053.63%+215
TESLA INC(TSLA)0778+77801950.13%+195
SCHWAB STRATEGIC TR03,437+3,43701740.12%+174
MARATHON PETE CORP(MPC)01,140+1,14001730.12%+173
PUBLIC STORAGE(PSA)13,09615,130+2,0343,8223,9872.68%+165
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0969+96901590.11%+159
JPMORGAN CHASE & CO(JPM)0905+90501310.09%+131
ISHARES TR01,860+1,86001290.09%+129
ISHARES TR01,050+1,05001130.08%+113
VANGUARD INDEX FDS0573+57301120.07%+112
CMS ENERGY CORP(CMS)02,100+2,10001120.07%+112
GLOBAL X FDS
GLB X MLP ENRG I
02,400+2,40001020.07%+102
SPDR SER TR
ST STR BLO 1 ETF
6,7337,773+1,0406187140.48%+95
GLOBAL X FDS
GLBL X MLP ETF
02,079+2,0790930.06%+93
JOHNSON & JOHNSON(JNJ)0555+5550860.06%+86
PALO ALTO NETWORKS INC(PANW)0350+3500820.06%+82
CHEVRON CORP NEW(CVX)0478+4780810.05%+81
CYBERARK SOFTWARE LTD0490+4900800.05%+80
ISHARES INC
MSCI GBL ETF NEW
01,978+1,9780790.05%+79
CINTAS CORP(CTAS)0160+1600770.05%+77
ISHARES TR0754+7540760.05%+76
ISHARES TR04,919+4,9190720.05%+72
MASTERCARD INCORPORATED(MA)0180+1800710.05%+71
TREACE MED CONCEPTS INC05,347+5,3470700.05%+70
UNITEDHEALTH GROUP INC(UNH)0138+1380700.05%+70
ISHARES TR37,50839,504+1,9964,7624,8313.24%+69
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
0724+7240680.05%+68
MP MATERIALS CORP(MP)03,475+3,4750660.04%+66
EXXON MOBIL CORP0555+5550650.04%+65
ISHARES INC
MSCI EMRG CHN
01,308+1,3080650.04%+65
PAYCHEX INC(PAYX)0560+5600650.04%+65
NVIDIA CORPORATION(NVDA)9141,033+1193874490.30%+63
UBER TECHNOLOGIES INC(UBER)01,350+1,3500620.04%+62
DANAHER CORPORATION(DHR)0250+2500620.04%+62
SERVICENOW INC(NOW)358467+1092012610.18%+60
WORKDAY INC(WDAY)0275+2750590.04%+59
TRANSDIGM GROUP INC(TDG)070+700590.04%+59
SCHWAB CHARLES CORP(SCHW)01,066+1,0660590.04%+59
SPDR SER TR
ST STR SP DIV
0492+4920570.04%+57
ADOBE INC(ADBE)0110+1100560.04%+56
PROLOGIS INC.(PLD)0475+4750530.04%+53
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
01,348+1,3480520.03%+52
SALESFORCE INC(CRM)0250+2500510.03%+51
KKR INCOME OPPORTUNITIES FD04,219+4,2190500.03%+50
INTERCONTINENTAL EXCHANGE IN(ICE)0450+4500500.03%+50
VANECK ETF TRUST
AGRIBUSINESS ETF
0625+6250490.03%+49
ENBRIDGE INC(ENB)01,450+1,4500490.03%+49
SELECT SECTOR SPDR TR
ST STR CARE ETF
0371+3710480.03%+48
ALPHABET INC(GOOG)6,5916,391-2007898360.56%+47
ELI LILLY & CO(LLY)087+870470.03%+47
WHEATON PRECIOUS METALS CORP(WPM)01,150+1,1500470.03%+47
INVESCO MORTGAGE CAPITAL INC04,635+4,6350460.03%+46
THERMO FISHER SCIENTIFIC INC(TMO)090+900460.03%+46
AMERICAN EXPRESS CO(AXP)0300+3000450.03%+45
ABBVIE INC(ABBV)0300+3000450.03%+45
ISHARES TR
MSCI INDIA ETF
01,010+1,0100450.03%+45
PGIM GLOBAL HIGH YIELD FD FO04,100+4,1000440.03%+44
STRYKER CORPORATION(SYK)0150+1500410.03%+41
SPDR S&P 500 ETF TR(SPY)095+950410.03%+41
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
0506+5060380.03%+38
DARLING INGREDIENTS INC(DAR)0730+7300380.03%+38
EDWARDS LIFESCIENCES CORP0540+5400370.03%+37
NUVEEN CR STRATEGIES INCOME
COM SHS
07,323+7,3230370.02%+37
LINDE PLC(LIN)093+930350.02%+35
VERTIV HOLDINGS CO(VRT)0919+9190340.02%+34
WALMART INC(WMT)0200+2000320.02%+32
APTIV PLC(APTV)0319+3190310.02%+31
PHILLIPS EDISON & CO INC(PECO)0900+9000300.02%+30
ABBOTT LABS0300+3000290.02%+29
INVESCO EXCHANGE TRADED FD T
INVESCO MSCI
0634+6340280.02%+28
FIRST TR EXCHANGE-TRADED FD01,024+1,0240270.02%+27
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0287+2870260.02%+26
INFOSYS LTD(INFY)01,503+1,5030260.02%+26
J P MORGAN EXCHANGE TRADED F
BETA US GRAD ETF
0568+5680250.02%+25
TRAVELERS COMPANIES INC(TRV)0150+1500240.02%+24
CNX RES CORP(CNX)01,000+1,0000230.02%+23
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0131+1310190.01%+19
ISHARES TR056+560190.01%+19
3M CO(MMM)0200+2000190.01%+19
TARGET CORP(TGT)0167+1670180.01%+18
FIRST TR EXCHANGE-TRADED FD0111+1110180.01%+18
AT&T INC(T)01,148+1,1480170.01%+17
COSTCO WHSL CORP NEW(COST)030+300170.01%+17
ISHARES TR095+950170.01%+17
BERKSHIRE HATHAWAY INC DEL1,7741,77406056210.42%+16
VISA INC(V)070+700160.01%+16
WISDOMTREE TR(WT)0429+4290160.01%+16
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