| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPS ETF TR | 15 | Q2 2024 | 8.1% |
| ALPHABET INC CAP STK CL C | 15 | Q2 2024 | 6.1% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 6.5% |
| AGNC INVT CORP COM | 15 | Q2 2024 | 5.8% |
| AMAZON COM INC COM | 15 | Q2 2024 | 5.8% |
| APPLE INC COM | 15 | Q2 2024 | 4.1% |
| FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 15 | Q2 2024 | 6.4% |
| ICICI BANK LIMITED ADR | 15 | Q2 2024 | 4.4% |
| INVESCO QQQ TRUST SERIES I | 15 | Q2 2024 | 2.1% |
| ISHARES TR | 15 | Q2 2024 | 0.7% |
View FWL INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
View FWL INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.