$162 Million is the total value of FWL INVESTMENT MANAGEMENT, LLC's 45 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TRishares new | $709,000 | +5.8% | 19,250 | 0.0% | 0.44% | +7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPS ETF TR | 12 | Q3 2023 | 8.1% |
| ALPHABET INC | 12 | Q3 2023 | 6.1% |
| MICROSOFT CORP | 12 | Q3 2023 | 6.5% |
| BUNGE LIMITED | 12 | Q3 2023 | 8.3% |
| AMAZON COM INC | 12 | Q3 2023 | 5.8% |
| AGNC INVT CORP | 12 | Q3 2023 | 5.8% |
| APPLE INC | 12 | Q3 2023 | 4.1% |
| ICICI BANK LIMITED | 12 | Q3 2023 | 4.4% |
| FIRST TR NASDAQ 100 TECH IND | 12 | Q3 2023 | 6.4% |
| CLEARWAY ENERGY INC | 12 | Q3 2023 | 4.0% |
View FWL INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-10 |
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.