Fwl Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ALAMOS GOLD INC NEW COM CL A | $1.26M | 0.3% |
| CYBERARK SOFTWARE LTD SHS | $1.24M | 0.3% |
| Air Products & Chemicals, Inc. | $1.23M | 0.3% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | $1.03M | 0.2% |
| GLOBAL X MLP ETF | $1.03M | 0.2% |
| ISHARES CORE S&P 500 ETF | $1.03M | 0.2% |
| CHEVRON CORP | $1.02M | 0.2% |
| INVESCO NASDAQ 100 ETF | $867.1K | 0.2% |
| Annaly Capital Management Inc | $863.5K | 0.2% |
| ISHARES PREFERRED & INCOME SECURITIES ETF | $666.4K | 0.2% |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $616.1K | 0.1% |
| VANGUARD GROWTH ETF | $585.4K | 0.1% |
| PACER US CASH COWS 100 ETF | $564.2K | 0.1% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $525.4K | 0.1% |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $521.7K | 0.1% |
| Broadcom Inc. | $503.9K | 0.1% |
| VANGUARD VALUE ETF | $435.1K | 0.1% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | $424.6K | 0.1% |
| FIRST TRUST CLOUD COMPUTING ETF | $328.2K | 0.1% |
| VANGUARD EXTENDED DURATION TREASURY ETF | $309.5K | 0.1% |
| GLOBAL X SILVER MINERS ETF | $295.2K | 0.1% |
| 3M CO | $289.0K | 0.1% |
| ISHARES MORTGAGE REAL ESTATE ETF | $284.9K | 0.1% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $284.4K | 0.1% |
| FIDELITY QUALITY FACTOR ETF | $278.0K | 0.1% |
| AbbVie Inc. | $271.7K | 0.1% |
| iShares MSCI UAE ETF | $269.5K | 0.1% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $252.5K | 0.1% |
| iShares MSCI UAE ETF | $232.0K | 0.1% |
| STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $225.0K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $223.5K | 0.1% |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $220.6K | 0.1% |
| ELI LILLY & Co | $220.3K | 0.1% |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $220.0K | 0.1% |
| ISHARES CORE DIVIDEND GROWTH ETF | $212.3K | 0.1% |
| VANGUARD RUSSELL 1000 GROWTH ETF | $194.8K | 0.0% |
| WISDOMTREE INDIA EARNINGS FUND | $190.4K | 0.0% |
| SCHWAB U.S. LARGE-CAP ETF | $189.7K | 0.0% |
| CISCO SYSTEMS, INC. | $189.4K | 0.0% |
| AMPLIFY CYBERSECURITY ETF | $173.6K | 0.0% |
| ISHARES MSCI JAPAN ETF | $170.6K | 0.0% |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $163.0K | 0.0% |
| AMERICAN EXPRESS CO | $162.0K | 0.0% |
| SPDR S&P 500 ETF TRUST | $161.9K | 0.0% |
| KINDER MORGAN, INC. | $151.2K | 0.0% |
| GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $149.2K | 0.0% |
| ISHARES U.S. FINANCIALS ETF | $148.0K | 0.0% |
| Merck & Co., Inc. | $146.8K | 0.0% |
| VANGUARD MID-CAP GROWTH ETF | $144.6K | 0.0% |
| FIRST TRUST CAPITAL STRENGTH ETF | $140.5K | 0.0% |