Fund Holdings — FWL INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$383.63M
Total Bought
$81.15M
Total Sold
$50.65M
Net Transaction
+$30.49M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ENTERGY CORP NEW COM(ETR)092,708+92,70808,6392.25%+8,639
MICRON TECHNOLOGY INC COM(MU)25,39960,721+35,3223,13010,1602.65%+7,029
VANECK GOLD MINERS ETF
GOLD MINERS ETF
253,245263,603+10,35813,18420,1395.25%+6,955
NVENT ELECTRIC PLC SHS(NVT)053,493+53,49305,2771.38%+5,277
IREN LIMITED ORDINARY SHARES
ORDINARY SHARES
410,763239,939-170,8245,98511,2602.94%+5,276
ALPHABET INC CAP STK CL C(GOOG)75,76276,669+90713,43918,6734.87%+5,233
MEDTRONIC PLC SHS(MDT)54,41295,598+41,1864,7439,1052.37%+4,362
GLOBAL X COPPER MINERS ETF
GLOBAL X COPPER
3,09674,785+71,6891394,4731.17%+4,334
ALERIAN MLP ETF
ALERIAN MLP
253,365341,067+87,70212,37916,0064.17%+3,627
ORACLE CORP COM(ORCL)74,13669,304-4,83216,20819,4915.08%+3,283
NVIDIA CORPORATION COM(NVDA)76,53480,880+4,34612,09215,0913.93%+2,999
SPDR GOLD SHARES(GLD)41,73243,772+2,04012,72115,5604.06%+2,838
WILLIAMS COS INC COM(WMB)163,044203,595+40,55110,24112,8983.36%+2,657
EATON CORP(ETN)32,04937,657+5,60811,44114,0933.67%+2,652
TEMPUS AI INC CL A(TEM)68,45882,599+14,1414,3506,6671.74%+2,317
AGNC INVT CORP COM(AGNC)829,648976,912+147,2647,6249,5642.49%+1,940
AMAZON COM INC COM(AMZN)44,78652,707+7,9219,82611,5733.02%+1,747
TESLA INC COM(TSLA)4,1336,718+2,5851,3132,9880.78%+1,675
CHENIERE ENERGY INC COM NEW(LNG)64,37473,656+9,28215,67617,3084.51%+1,631
BITMINE IMMERSION TECNOLOGIES COM NEW(BMNP)030,996+30,99601,6100.42%+1,610
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
21,52950,640+29,1118362,4140.63%+1,578
KRATOS DEFENSE & SEC SOLUTIONS COM NEW(KTOS)35,01734,182-8351,6273,1230.81%+1,497
MICROSOFT CORP COM(MSFT)31,55633,137+1,58115,69617,1644.47%+1,467
CACI INTL INC CL A(CACI)17,32119,195+1,8748,2579,5742.50%+1,317
RIOT PLATFORMS INC COM(RIOT)31,84386,186+54,3433601,6400.43%+1,280
VERTIV HOLDINGS CO COM CL A(VRT)23,84128,336+4,4953,0614,2751.11%+1,213
CAMECO CORP COM(CCJ)152,795149,494-3,30111,34212,5373.27%+1,195
APPLE INC COM(AAPL)25,88924,550-1,3395,3126,2511.63%+940
SCHWAB CHARLES CORP COM(SCHW)35,12443,381+8,2573,2054,1421.08%+937
FLAGSTAR FINANCIAL INC COM NEW(FLG)266,158322,433+56,2752,8213,7240.97%+903
CHEVRON CORP NEW COM(CVX)2,1605,836+3,6763099060.24%+597
ALPHABET INC CAP STK CL A(GOOG)5,6786,407+7291,0011,5580.41%+557
GOLDMAN SACHS GROUP INC COM(GS)9361,448+5126621,1530.30%+491
PALANTIR TECHNOLOGIES INC CL A(PLTR)17,19514,922-2,2732,3442,7220.71%+378
ALAMOS GOLD INC NEW COM CL A45,51244,482-1,0301,2091,5510.40%+342
3M CO COM(MMM)1001,805+1,705152800.07%+265
ISHARES GOLD TRUST(IAU)25,21625,21601,5721,8350.48%+262
GLOBAL X SILVER MINERS ETF
GLOBAL X SILVER
03,514+3,51402520.07%+252
FLUENCE ENERGY INC COM CL A(FLNC)020,250+20,25002190.06%+219
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
5,7947,113+1,3194736200.16%+147
ICICI BANK LIMITED ADR(IBN)274,236309,998+35,7629,2259,3712.44%+146
GENERAL DYNAMICS CORP COM(GD)6,0175,501-5161,7551,8760.49%+121
MP MATERIALS CORP COM CL A(MP)01,470+1,4700990.03%+99
BROADCOM INC COM(AVGO)1,1331,242+1093124100.11%+97
INVESCO QQQ TRUST SERIES I4,9644,715-2492,7382,8310.74%+92
ISHARES ETHEREUM TRUST ETF(ETHA)02,800+2,8000880.02%+88
ISHARES PREFERRED & INCOME SECURITIES ETF15,79017,990+2,2004845690.15%+84
DOMINION ENERGY INC COM(D)1,2032,363+1,160681450.04%+77
JPMORGAN CHASE & CO. COM(JPM)14,89613,882-1,0144,3184,3791.14%+60
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
69769704625200.14%+58
FIRST TRUST DOW JONES INTERNET INDEX FUND111311+20030870.02%+57
ANNALY CAPITAL MANAGEMENT INC COM NEW37,93637,93607147670.20%+53
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
0200+2000510.01%+51
VANGUARD GROWTH ETF1,2001,20005265760.15%+49
VANGUARD EXTENDED DURATION TREASURY ETF3,3053,969+6642222720.07%+49
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
1,2951,445+1502372810.07%+44
BUSINESS FIRST BANCSHARES INC COM(BFST)01,762+1,7620420.01%+42
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
INSTL PFD SECS
72,50573,170+6651,3771,4150.37%+38
META PLATFORMS INC CL A(META)1,8171,877+601,3411,3780.36%+37
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)253338+8557940.02%+37
NEXTERA ENERGY INC COM(NEE)1,3201,695+375921280.03%+36
COMCAST CORP NEW CL A(CCZ)671,193+1,1262370.01%+35
PACER US CASH COWS 100 ETF
US CASH COWS 100
7,2587,533+2754004330.11%+33
SPDR S&P BANK ETF
ST STR SP BANK
0532+5320320.01%+32
PRINCIPAL FINANCIAL GROUP INC COM(PFG)0380+3800320.01%+32
ABBVIE INC COM(ABBV)1,0971,007-902042330.06%+30
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND7,8027,355-4471,6601,6890.44%+28
ISHARES U.S. MEDICAL DEVICES ETF0456+4560270.01%+27
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR(SMFG)7512,311+1,56011390.01%+27
FOX CORP CL A COM(FOX)0416+4160260.01%+26
SYNCHRONY FINANCIAL COM(SYF)0362+3620260.01%+26
ISHARES RUSSELL 2000 ETF30132+1026320.01%+25
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
902897-52282530.07%+24
SPDR S&P 500 ETF TRUST(SPY)217237+201341580.04%+24
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
4,2394,774+5351701940.05%+24
ARK GENOMIC REVOLUTION ETF
GENOMIC REV ETF
2,7653,239+47467900.02%+23
BANCO SANTANDER S.A. ADR(SAN)01,961+1,9610210.01%+21
RTX CORPORATION COM(RTX)11127+1162210.01%+20
SPDR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
849844-51791980.05%+19
ISHARES 1-3 YEAR TREASURY BOND ETF12,28812,500+2121,0181,0370.27%+19
HOWMET AEROSPACE INC COM(HWM)094+940180.00%+18
QUANTA SVCS INC COM302320+181141330.03%+18
BLACKSTONE INC COM(BX)0105+1050180.00%+18
UNITED THERAPEUTICS CORP DEL COM(UTHR)042+420180.00%+18
ISHARES GLOBAL CLEAN ENERGY ETF2,6103,310+70034510.01%+17
CONOCOPHILLIPS COM(COP)0178+1780170.00%+17
AT&T INC COM(T)1,2481,874+62636530.01%+17
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)1,5361,53601011170.03%+17
SPROTT GOLD MINERS ETF
GOLD MINERS ETF
1,0001,000045620.02%+17
VANGUARD S&P 500 ETF100120+2057730.02%+17
KINROSS GOLD CORP COM(KGC)0669+6690170.00%+17
VANGUARD VALUE ETF2,3882,348-404224380.11%+16
SPDR S&P HEALTH CARE EQUIPMENT ETF
ST STR SP HCEQ
0200+2000160.00%+16
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
1285+2840150.00%+15
MARTIN MARIETTA MATLS INC COM(MLM)024+240150.00%+15
SHELL PLC SPON ADS(SHEL)0200+2000140.00%+14
CROWDSTRIKE HLDGS INC CL A(CRWD)029+290140.00%+14
ALNYLAM PHARMACEUTICALS INC COM(ALNY)031+310140.00%+14
OGE ENERGY CORP COM(OGE)0293+2930140.00%+14
XYLEM INC COM(XYL)329379+5043560.01%+13
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