Fund HoldingsFWL INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$171.64M
Total Bought
$166.23M
Total Sold
$143.57M
Net Transaction
+$22.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP COM(MSFT)026,034+26,03409,7905.70%+9,790
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND055,500+55,50009,7395.67%+9,739
ISHARES U.S. MEDICAL DEVICES ETF0178,205+178,20509,6185.60%+9,618
ANNALY CAPITAL MANAGEMENT INC COM NEW0443,470+443,47008,5905.00%+8,590
ALPHABET INC CAP STK CL C(GOOG)060,540+60,54008,5324.97%+8,532
AGNC INVT CORP COM(AGNC)0810,973+810,97307,9564.64%+7,956
ALERIAN MLP ETF
ALERIAN MLP
0174,161+174,16107,4054.31%+7,405
CHENIERE ENERGY INC COM NEW(LNG)041,318+41,31807,0534.11%+7,053
NEW FORTRESS ENERGY INC COM CL A0180,508+180,50806,8113.97%+6,811
DATADOG INC CL A COM(DDOG)055,901+55,90106,7853.95%+6,785
KENVUE INC COM(KVUE)0315,032+315,03206,7833.95%+6,783
SPDR GOLD SHARES(GLD)032,286+32,28606,1723.60%+6,172
PACER US CASH COWS 100 ETF
US CASH COWS 100
0118,447+118,44706,1583.59%+6,158
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
066,716+66,71604,2792.49%+4,279
APPLE INC COM(AAPL)021,845+21,84504,2062.45%+4,206
ISHARES MORTGAGE REAL ESTATE ETF
MORTGE REL ETF
0161,717+161,71703,8152.22%+3,815
ISHARES 20 YEAR TREASURY BOND ETF038,008+38,00803,7582.19%+3,758
FREEPORT-MCMORAN INC CL B(FCX)087,791+87,79103,7372.18%+3,737
LOCKHEED MARTIN CORP COM(LMT)08,001+8,00103,6262.11%+3,626
EOG RES INC COM(EOG)029,805+29,80503,6052.10%+3,605
INVESCO QQQ TRUST SERIES I08,336+8,33603,4141.99%+3,414
ZOOM VIDEO COMMUNICATIONS INC CL A(ZM)044,996+44,99603,2361.89%+3,236
EMERSON ELEC CO COM(EMR)031,253+31,25303,0421.77%+3,042
WILLIAMS COS INC COM(WMB)075,689+75,68902,6361.54%+2,636
AMAZON COM INC COM(AMZN)016,470+16,47002,5021.46%+2,502
VANGUARD LONG-TERM TREASURY ETF
LONG TERM TREAS
030,306+30,30601,8651.09%+1,865
ADVANCED MICRO DEVICES INC COM(AMD)011,935+11,93501,7591.03%+1,759
ISHARES GOLD TRUST(IAU)036,000+36,00001,4050.82%+1,405
ISHARES 1-3 YEAR TREASURY BOND ETF016,747+16,74701,3740.80%+1,374
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
010,911+10,91109970.58%+997
ICICI BANK LIMITED ADR(IBN)233,771268,352+34,5815,4056,3983.73%+993
ISHARES RUSSELL 1000 GROWTH ETF03,175+3,17509630.56%+963
ALPHABET INC CAP STK CL A(GOOG)06,868+6,86809590.56%+959
EATON CORP PLC SHS(ETN)03,398+3,39808180.48%+818
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
08,606+8,60607220.42%+722
BERKSHIRE HATHAWAY INC DEL CL B NEW01,776+1,77606330.37%+633
MERCK & CO INC COM(MRK)05,801+5,80106320.37%+632
ORACLE CORP COM(ORCL)05,390+5,39005680.33%+568
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
015,900+15,90005190.30%+519
NVIDIA CORPORATION COM(NVDA)01,006+1,00604980.29%+498
VANGUARD VALUE ETF02,555+2,55503820.22%+382
VANGUARD GROWTH ETF01,225+1,22503810.22%+381
SPDR PORTFOLIO SHORT TERM TREASURY ETF
ST SHO TREAS ETF
09,771+9,77102840.17%+284
SERVICENOW INC COM(NOW)0397+39702800.16%+280
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF
MSCI GBL ETF NEW
05,487+5,48702360.14%+236
TESLA INC COM(TSLA)0902+90202240.13%+224
DOMINION ENERGY INC COM(D)04,135+4,13501940.11%+194
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
0969+96901870.11%+187
SNOWFLAKE INC CL A(SNOW)0867+86701730.10%+173
SCHWAB U.S. LARGE-CAP ETF03,040+3,04001710.10%+171
BLACKROCK MUNICIPAL INCOME COM(BLK)013,712+13,71201600.09%+160
VERTIV HOLDINGS CO COM CL A(VRT)03,081+3,08101480.09%+148
SEA LTD SPONSORD ADS(SE)03,634+3,63401470.09%+147
ISHARES RUSSELL MIDCAP ETF01,860+1,86001450.08%+145
JPMORGAN CHASE & CO COM(JPM)0819+81901390.08%+139
MP MATERIALS CORP COM CL A(MP)06,448+6,44801280.07%+128
VANGUARD MID-CAP GROWTH ETF0573+57301260.07%+126
ISHARES SELECT DIVIDEND ETF01,050+1,05001230.07%+123
CMS ENERGY CORP COM(CMS)02,100+2,10001220.07%+122
CLEARWAY ENERGY INC CL C(CWEN)04,400+4,40001210.07%+121
CYBERARK SOFTWARE LTD SHS0521+52101140.07%+114
ABBVIE INC COM(ABBV)0706+70601090.06%+109
PALO ALTO NETWORKS INC COM(PANW)0350+35001030.06%+103
FIRST TRUST NATURAL GAS ETF01,694+1,6940980.06%+98
KRATOS DEFENSE & SEC SOLUTIONS COM NEW(KTOS)04,538+4,5380920.05%+92
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
02,050+2,0500910.05%+91
SCHWAB CHARLES CORP COM(SCHW)01,311+1,3110900.05%+90
MARATHON PETE CORP COM(MPC)0604+6040900.05%+90
B & G FOODS INC NEW COM08,500+8,5000890.05%+89
JOHNSON & JOHNSON COM(JNJ)0555+5550870.05%+87
PUBLIC STORAGE COM(PSA)0277+2770840.05%+84
UBER TECHNOLOGIES INC COM(UBER)01,350+1,3500830.05%+83
CINTAS CORP COM(CTAS)0137+1370830.05%+83
ISHARES GLOBAL CLEAN ENERGY ETF04,884+4,8840760.04%+76
WORKDAY INC CL A(WDAY)0275+2750760.04%+76
MASTERCARD INCORPORATED CL A(MA)0175+1750750.04%+75
PROLOGIS INC. COM(PLD)0548+5480730.04%+73
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
0686+6860720.04%+72
ADOBE INC COM(ADBE)0120+1200720.04%+72
TRANSDIGM GROUP INC COM(TDG)070+700710.04%+71
UNITEDHEALTH GROUP INC COM(UNH)0132+1320690.04%+69
ALTUS POWER INC COM CL A010,000+10,0000680.04%+68
SALESFORCE INC COM(CRM)0250+2500660.04%+66
ELI LILLY & CO COM(LLY)0112+1120650.04%+65
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
01,200+1,2000590.03%+59
INTERCONTINENTAL EXCHANGE INC COM(ICE)0450+4500580.03%+58
WHEATON PRECIOUS METALS CORP COM(WPM)01,150+1,1500570.03%+57
AMERICAN EXPRESS CO COM(AXP)0300+3000560.03%+56
SPDR S&P DIVIDEND ETF
ST STR SP DIV
0425+4250530.03%+53
THERMO FISHER SCIENTIFIC INC COM(TMO)0100+1000530.03%+53
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
070+700530.03%+53
GLOBAL X MLP ETF
GLBL X MLP ETF
01,079+1,0790480.03%+48
PLUG POWER INC COM NEW(PLUG)010,590+10,5900480.03%+48
BUILDERS FIRSTSOURCE INC COM(BLDR)0274+2740460.03%+46
SPDR S&P 500 ETF TRUST(SPY)095+950450.03%+45
STRYKER CORPORATION COM(SYK)0150+1500450.03%+45
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT011,683+11,6830440.03%+44
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
01,055+1,0550420.02%+42
ISHARES BIOTECHNOLOGY ETF0309+3090420.02%+42
EDWARDS LIFESCIENCES CORP COM0540+5400410.02%+41
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