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Fwl Investment Management Llc

Portfolio Manager
Fwl Investment Management LLC
Performance
+3.86% (2026 Q1)
AUM (13F)
$455.56M
# of Holdings
346
Performance Rank
Allocation (Top 20)
70.19%

Fwl Investment Management Llc Holdings Map

Top 50 Fwl Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LNG
CHENIERE ENERGY INC COM NEW
6.04%96.9K$27.5M
+12.32%(+10.63K)
2025-Q1: 66.9K shares2025-Q2: 64.4K shares2025-Q3: 73.7K shares2025-Q4: 86.3K shares2026-Q1: 96.9K shares
$179.19(+34.96%)
2026-03-31
AMLP
ALERIAN MLP ETF
5.48%474.3K$25.0M
+20.86%(+81.86K)
2025-Q1: 235.6K shares2025-Q2: 253.4K shares2025-Q3: 341.1K shares2025-Q4: 392.4K shares2026-Q1: 474.3K shares
$42.32(+27.71%)
2026-03-31
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
5.45%270.9K$24.8M
+68.17%(+109.83K)
2025-Q1: 72.3K shares2025-Q2: 146.6K shares2025-Q3: 131.8K shares2025-Q4: 161.1K shares2026-Q1: 270.9K shares
$91.60(-0.08%)
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
4.48%71.2K$20.4M
-5.06%(-3.79K)
2025-Q1: 81.1K shares2025-Q2: 75.8K shares2025-Q3: 76.7K shares2025-Q4: 75.0K shares2026-Q1: 71.2K shares
$110.28(+256.67%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
4.4%114.9K$20.0M
+31.58%(+27.58K)
2025-Q1: 73.6K shares2025-Q2: 76.5K shares2025-Q3: 80.9K shares2025-Q4: 87.3K shares2026-Q1: 114.9K shares
$127.02(+77.40%)
2026-03-31
WMB
WILLIAMS COS INC COM
4.18%261.6K$19.0M
+11.86%(+27.74K)
2025-Q1: 166.4K shares2025-Q2: 163.0K shares2025-Q3: 203.6K shares2025-Q4: 233.8K shares2026-Q1: 261.6K shares
$47.16(+64.79%)
2026-03-31
MDT
MEDTRONIC PLC SHS
3.92%206.1K$17.9M
+94.61%(+100.19K)
2025-Q1: 41.0K shares2025-Q2: 54.4K shares2025-Q3: 95.6K shares2025-Q4: 105.9K shares2026-Q1: 206.1K shares
$89.99(-15.38%)
2026-03-31
GDX
VANECK GOLD MINERS ETF
3.78%187.6K$17.2M
-25.09%(-62.83K)
2025-Q1: 284.2K shares2025-Q2: 253.2K shares2025-Q3: 263.6K shares2025-Q4: 250.4K shares2026-Q1: 187.6K shares
$33.24(+162.77%)
2026-03-31
GLD
SPDR GOLD SHARES
3.71%39.3K$16.9M
-10.99%(-4.86K)
2025-Q1: 45.2K shares2025-Q2: 41.7K shares2025-Q3: 43.8K shares2025-Q4: 44.2K shares2026-Q1: 39.3K shares
$198.72(+109.98%)
2026-03-31
ETR
ENTERGY CORP NEW COM
3.5%142.0K$16.0M
+37.38%(+38.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 92.7K shares2025-Q4: 103.4K shares2026-Q1: 142.0K shares
$92.33(+18.09%)
2026-03-31

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