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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FWL INVESTMENT MANAGEMENT, LLC

Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001999371-24-005978

Total Value
$181.5M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT25,182$10.6M5.84%
2ISHARES U.S. MEDICAL DEVICES ETF464288810179,180$10.5M5.79%
3VANECK GOLD MINERS ETF92189F106312,549$9.9M5.45%
4AGNC INVT CORP COM00123Q104989,969$9.8M5.40%
5ALPHABET INC CAP STK CL CGOOG60,210$9.2M5.05%
6FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND33734510245,471$8.7M4.78%
7ICICI BANK LIMITED ADRIBN269,709$7.1M3.93%
8SPDR GOLD SHARESGLD33,636$6.9M3.81%
9DATADOG INC CL A COMDDOG53,257$6.6M3.63%
10ISHARES MSCI JAPAN ETF46434G82285,758$6.1M3.37%
11ALERIAN MLP ETF00162Q452128,765$6.1M3.37%
12LOCKHEED MARTIN CORP COMLMT12,875$5.9M3.23%
13CHENIERE ENERGY INC COM NEWLNG34,631$5.6M3.08%
14EATON CORP PLC SHSETN16,768$5.2M2.89%
15EOG RES INC COMEOG38,134$4.9M2.69%
16SPDR S&P BIOTECH ETF78464A87050,860$4.8M2.66%
17GLOBAL X URANIUM ETF37954Y871134,891$3.9M2.14%
18ISHARES 20 YEAR TREASURY BOND ETF46428743241,007$3.9M2.14%
19INVESCO QQQ TRUST SERIES IIVZ8,418$3.7M2.06%
20EMERSON ELEC CO COMEMR32,580$3.7M2.04%
21CYBERARK SOFTWARE LTD SHSM2682V10813,839$3.7M2.03%
22APPLE INC COMAAPL18,639$3.2M1.76%
23WILLIAMS COS INC COM96945710079,958$3.1M1.72%
24AMAZON COM INC COMAMZN16,743$3.0M1.66%
25ISHARES MSCI INDIA ETF46429B59855,419$2.9M1.58%
26ZOOM VIDEO COMMUNICATIONS INC CL AZM40,980$2.7M1.48%
27INVESCO CURRENCYSHARES JAPANESE YEN TRUST46138W10735,937$2.2M1.21%
28VANGUARD LONG-TERM TREASURY ETF92206C84728,381$1.7M0.93%
29ADVANCED MICRO DEVICES INC COMAMD9,102$1.6M0.91%
30SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66316,513$1.5M0.84%
31NVIDIA CORPORATION COMNVDA1,653$1.5M0.82%
32ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ70,596$1.4M0.77%
33ISHARES GOLD TRUSTIAU32,450$1.4M0.75%
34ISHARES RUSSELL 1000 GROWTH ETF4642876143,875$1.3M0.72%
35PACER US CASH COWS 100 ETF69374H88117,454$1.0M0.56%
36KENVUE INC COMKVUE44,792$961,2360.53%
37BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,276$957,1040.53%
38ALPHABET INC CAP STK CL AGOOG6,204$936,3700.52%
39ORACLE CORP COMORCL-PD6,410$805,1600.44%
40SNOWFLAKE INC CL ASNOW4,545$734,4720.40%
41NEW FORTRESS ENERGY INC COM CL ANFE22,413$685,6140.38%
42ENERGY SELECT SECTOR SPDR FUND81369Y5067,121$672,2940.37%
43MERCK & CO INC COMMRK4,478$590,8720.33%
44ISHARES 1-3 YEAR TREASURY BOND ETF4642874576,190$506,2180.28%
45VERTIV HOLDINGS CO COM CL AVRT5,416$442,3250.24%
46VANGUARD GROWTH ETF9229087361,225$421,6450.23%
47VANGUARD VALUE ETF9229087442,499$406,9870.22%
48COSTCO WHSL CORP NEW COM22160K105520$380,9680.21%
49SERVICENOW INC COMNOW482$367,4770.20%
50INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ7,900$278,0010.15%
51KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20714,483$266,1980.15%
52SCHWAB CHARLES CORP COMSCHW-PJ3,307$239,2280.13%
53EXPEDIA GROUP INC COM NEWEXPE1,650$227,2880.13%
54ABBVIE INC COMABBV1,246$226,8970.13%
55TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803969$201,8140.11%
56CARNIVAL CORP PAIRED CTFCUKPF11,900$194,4460.11%
57JPMORGAN CHASE & CO COMVYLD949$190,0850.10%
58SCHWAB U.S. LARGE-CAP ETF8085242013,040$188,6620.10%
59ISHARES PREFERRED & INCOME SECURITIES ETF4642886875,092$164,1150.09%
60ISHARES RUSSELL MIDCAP ETF4642874991,860$156,4070.09%
61VANGUARD MID-CAP GROWTH ETF922908538568$133,9290.07%
62ISHARES SELECT DIVIDEND ETF4642871681,050$129,3390.07%
63ISHARES MORTGAGE REAL ESTATE ETF46435G3425,492$127,6340.07%
64BLACKROCK MUNICIPAL INCOME COMBLK10,530$126,9920.07%
65CMS ENERGY CORP COMCMS-PC2,100$126,7140.07%
66ELI LILLY & CO COMLLY154$119,8060.07%
67INVESCO S&P 500 QUALITY ETFIVZ1,937$117,0340.06%
68SALESFORCE INC COMCRM358$107,8220.06%
69PUBLIC STORAGE OPER CO COMPSA-PS366$106,1620.06%
70PROLOGIS INC. COMPLDGP806$104,9570.06%
71UBER TECHNOLOGIES INC COMUBER1,350$103,9370.06%
72TESLA INC COMTSLA546$95,9810.05%
73GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y2931,950$95,5310.05%
74B & G FOODS INC NEW COMBGS8,000$91,5200.05%
75TRANSDIGM GROUP INC COMTDG70$86,2120.05%
76JOHNSON & JOHNSON COMJNJ533$84,3150.05%
77FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX33737A108696$79,7690.04%
78BROADCOM INC COMAVGO59$78,1990.04%
79MARATHON PETE CORP COMMARA380$76,5700.04%
80WORKDAY INC CL AWDAY275$75,0060.04%
81MASTERCARD INCORPORATED CL AMA150$72,2360.04%
82DOMINION ENERGY INC COMD1,390$68,3740.04%
83AMERICAN EXPRESS CO COMAXP300$68,3070.04%
84DOORDASH INC CL ADASH462$63,6270.04%
85INTERCONTINENTAL EXCHANGE INC COM45866F104450$61,8440.03%
86ISHARES GLOBAL CLEAN ENERGY ETF4642882244,345$60,7430.03%
87NOVO-NORDISK A S ADRNONOF467$59,9630.03%
88INTERNATIONAL BUSINESS MACHS COMINTR303$57,8610.03%
89ADOBE INC COMADBE110$55,5060.03%
90WHEATON PRECIOUS METALS CORP COMWPM1,150$54,2000.03%
91STRYKER CORPORATION COMSYK150$53,6810.03%
92THERMO FISHER SCIENTIFIC INC COMTMO90$52,3090.03%
93EDWARDS LIFESCIENCES CORP COMEW540$51,6020.03%
94BUILDERS FIRSTSOURCE INC COMBLDR239$49,8430.03%
95ONEOK INC NEW COMOKE607$48,6630.03%
96ASML HOLDING N V N Y REGISTRY SHSASMLF50$48,5240.03%
97SPDR S&P DIVIDEND ETF78464A763367$48,1650.03%
98SPDR S&P 500 ETF TRUSTSPY92$48,1220.03%
99ALTUS POWER INC COM CL A02217A10210,000$47,8000.03%
100ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF46434G8481,126$46,9540.03%
101GLOBAL X MLP ETF37954Y343967$46,6290.03%
102META PLATFORMS INC CL AMETA96$46,6160.03%
103SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8481,163$46,5780.03%
104UNITEDHEALTH GROUP INC COMUNH92$45,5120.03%
105ISHARES RUSSELL 3000 ETF464287689151$45,3120.02%
106GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT36465A10911,683$45,0960.02%
107HEALTH CARE SELECT SECTOR SPDR FUND81369Y209295$43,5800.02%
108APOLLO GLOBAL MGMT INC COM03769M106381$42,8430.02%
109ISHARES 0-3 MONTH TREASURY BOND ETF46436E718404$40,6870.02%
110ISHARES BIOTECHNOLOGY ETF464287556276$37,8730.02%
111FIRST TRUST CLOUD COMPUTING ETF33734X192390$37,2840.02%
112WALMART INC COMWMT600$36,1020.02%
113FIRSTCASH HOLDINGS INC COMFCFS280$35,7110.02%
114TRAVELERS COMPANIES INC COMTRV150$34,5210.02%
115BUNGE GLOBAL SA COM SHSBG335$34,3440.02%
116BOEING CO COMBA-PA177$34,1590.02%
117ABBOTT LABS COMABLZF300$34,0980.02%
118FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200706$34,0650.02%
119EXXON MOBIL CORP COMXOM284$33,0120.02%
120ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242301$32,7850.02%
121PHILLIPS EDISON & CO INC COMMON STOCKPECO900$32,2830.02%
122MANULIFE FINL CORP COM56501R1061,280$31,9870.02%
123TARGET CORP COMTGT167$29,5940.02%
124SEA LTD SPONSORD ADSSE521$27,9830.02%
125WISDOMTREE INDIA EARNINGS FUNDWT619$26,9640.01%
126INFOSYS LTD SPONSORED ADRINFY1,503$26,9490.01%
127SHAKE SHACK INC CL ASHAK250$26,0080.01%
128FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302119$24,4060.01%
129CADENCE DESIGN SYSTEM INC COMCDNS71$22,1010.01%
130TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100162$22,0400.01%
131INVESCO MORTGAGE CAPITAL INC COMIVR-PC2,250$21,7800.01%
132SPDR S&P AEROSPACE & DEFENSE ETF78464A631155$21,7790.01%
133FIRST TRUST NATURAL GAS ETF33733E807785$21,5400.01%
134STELLANTIS N.V SHSSTLA749$21,1970.01%
135REGENERON PHARMACEUTICALS COMREGN22$21,1750.01%
136AT&T INC COMT-PC1,148$20,2050.01%
137HOME DEPOT INC COMHD50$19,1800.01%
138JPMORGAN BETABUILDERS USD INVESTMENT GRADE CORPORATE BOND ETF46641Q449416$18,9370.01%
139VERTEX PHARMACEUTICALS INC COMVRTX45$18,8100.01%
140FREEPORT-MCMORAN INC CL BFCX400$18,8080.01%
141GENERAC HLDGS INC COMGNRC140$17,6600.01%
142STEEL DYNAMICS INC COMSTLD119$17,6390.01%
143CARDINAL HEALTH INC COMCAH156$17,4560.01%
144PALO ALTO NETWORKS INC COMPANW60$17,0480.01%
145INVESCO NASDAQ 100 ETFIVZ92$16,8070.01%
146NVR INC COMNVR2$16,2000.01%
147SPROUTS FMRS MKT INC COM85208M102247$15,9270.01%
148AMN HEALTHCARE SVCS INC COM001744101230$14,3770.01%
149CHAMPIONX CORPORATION COM15872M104380$13,6380.01%
150ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764234$13,4710.01%
151ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515155$13,2170.01%
152UTILITIES SELECT SECTOR SPDR FUND81369Y886178$11,6860.01%
153CINTAS CORP COMCTAS17$11,6800.01%
154FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R720258$11,6720.01%
155DUKE ENERGY CORP NEW COM NEWDUKB120$11,6050.01%
156ALTRIA GROUP INC COMMO265$11,5590.01%
157ROYAL CARIBBEAN GROUP COMV7780T10381$11,2600.01%
158VANGUARD INFORMATION TECHNOLOGY ETF92204A70221$11,0110.01%
159SOUTHERN CO COMSOMN150$10,7610.01%
160MARSH & MCLENNAN COS INC COM57174810252$10,7110.01%
161DARLING INGREDIENTS INC COMDAR230$10,6970.01%
1623M CO COMMMM100$10,6070.01%
163CLEARWAY ENERGY INC CL CCWEN-A450$10,3730.01%
164QUALCOMM INC COMQCOM61$10,3270.01%
165ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646200$10,2560.01%
166XOMETRY INC CLASS A COMXMTR600$10,1340.01%
167ENTERGY CORP NEW COMENO90$9,5110.01%
168FIFTH THIRD BANCORP COMFITBM250$9,3030.01%
169VERIZON COMMUNICATIONS INC COMVZ220$9,2310.01%
170METLIFE INC COMMET-PF120$8,8930.00%
171CHEVRON CORP NEW COMCVX56$8,8330.00%
172ALLSTATE CORP COMALL-PJ49$8,4770.00%
173ISHARES RUSSELL 2000 ETF46428765540$8,4120.00%
174CINCINNATI FINL CORP COM17206210165$8,0710.00%
175INVESCO S&P 500 EQUAL WEIGHT ETFIVZ45$7,6220.00%
176EQUINIX INC COMEQIX9$7,4280.00%
177GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715219$6,9660.00%
178HF SINCLAIR CORP COMDINO112$6,7610.00%
179US BANCORP DEL COM NEWUSB-PS150$6,7050.00%
180CITIZENS FINL GROUP INC COMCIA180$6,5320.00%
181PROCTER AND GAMBLE CO COM74271810940$6,4900.00%
182COCA COLA CO COMKO105$6,4240.00%
183ARES CAPITAL CORP COMARCC305$6,3500.00%
184PUBLIC SVC ENTERPRISE GRP INC COM74457310695$6,3440.00%
185HARTFORD FINL SVCS GROUP INC COMHIG-PG60$6,1830.00%
186SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474200$5,9540.00%
187ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407135$5,7440.00%
188GLOBAL X CLOUD COMPUTING ETF37954Y442250$5,4380.00%
189GENUINE PARTS CO COMGPC35$5,4230.00%
190FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF100$5,3100.00%
191PULTE GROUP INC COM74586710141$4,9450.00%
192CISCO SYS INC COMCSCO95$4,7410.00%
193EVERSOURCE ENERGY COMES78$4,6620.00%
194PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V408304$4,6240.00%
195AFLAC INC COMAFL53$4,5510.00%
196CITIGROUP INC COM NEWC-PR70$4,4270.00%
197ISHARES CORE U.S. AGGREGATE BOND ETF46428722642$4,1130.00%
198BANK AMERICA CORP COM060505104105$3,9820.00%
199QUANTA SVCS INC COM74762E10215$3,8970.00%
200REGIONS FINANCIAL CORP NEW COMRF-PF185$3,8920.00%
201UNUM GROUP COMUNMA65$3,4880.00%
202VANGUARD SMALL CAP VALUE ETF92290861118$3,4540.00%
203PRINCIPAL FINANCIAL GROUP INC COMPFG40$3,4520.00%
204ISHARES MSCI EAFE ETF46428746541$3,2740.00%
205SPDR EURO STOXX 50 ETF78463X20260$3,1530.00%
206SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80549$3,1430.00%
207TRANE TECHNOLOGIES PLC SHSTT10$3,0020.00%
208MATERIALS SELECT SECTOR SPDR FUND81369Y10030$2,7870.00%
209KINDER MORGAN INC DEL COMEP-PC110$2,0170.00%
210SHOPIFY INC CL ASHOP25$1,9290.00%
211PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND PIMCO 072201R78320$1,8700.00%
212MOLECULIN BIOTECH INC COMMBRX278$1,6430.00%
213VANECK AGRIBUSINESS ETF92189F70020$1,5030.00%
214NORTHROP GRUMMAN CORP COMNOC3$1,4360.00%
215ISHARES SEMICONDUCTOR ETF4642875236$1,3560.00%
216NEXTERA ENERGY INC COMNEE-PW15$9590.00%
217LOOP INDS INC COM543518104300$8400.00%
218SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40814$3530.00%
219FIRST TRUST SENIOR LOAN FUND33738D3097$3230.00%
220VANGUARD MEGA CAP GROWTH ETF9219108161$2870.00%
221VANGUARD MEGA CAP VALUE ETF9219108402$2390.00%
222INVESCO INDIA ETFIVZ7$1870.00%
223CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071$1840.00%
224FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H1017$1660.00%
225SILO PHARMA INC COM NEWSILO80$1560.00%
226INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETFIVZ2$1020.00%
227ISHARES U.S. TREASURY BOND ETF46429B2673$680.00%
228ABRDN PHYSICAL GOLD SHARES ETF00326A1043$640.00%
229ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886201$510.00%
230VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7711$460.00%
231WASTE MGMT INC DEL COM94106L1090$00.00%
232AMERICAN INTL GROUP INC COM NEW0268747840$00.00%
233FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1060$00.00%
234ISHARES CORE DIVIDEND GROWTH ETF46434V6210$00.00%
235GILEAD SCIENCES INC COMGILD0$00.00%
236HP INC COMHPQ0$00.00%
237VANGUARD MID-CAP VALUE ETF9229085120$00.00%
238ISHARES MSCI USA MIN VOL FACTOR ETF46429B6970$00.00%
239AMERICAN ELEC PWR CO INC COM0255371010$00.00%
240LINDE PLC SHSLIN0$00.00%
241JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q8370$00.00%
242SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE0$00.00%