TLW Wealth Management
Latest statistics and disclosures from TLW Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, CROX, MSFT, GOOG, DE, and represent 47.77% of TLW Wealth Management's stock portfolio.
- Added to shares of these 3 stocks: TSLA, AMZN, SBUX.
- Reduced shares in these 10 stocks: MCD, BRK.B, MSFT, CROX, DE, GOOG, HD, AAPL, WMT, OXY.
- Sold out of its positions in OXY, PG.
- TLW Wealth Management was a net seller of stock by $-731k.
- TLW Wealth Management has $168M in assets under management (AUM), dropping by 4.90%.
- Central Index Key (CIK): 0001767217
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Portfolio Holdings for TLW Wealth Management
TLW Wealth Management holds 19 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.7 | $20M | 43k | 460.26 |
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| Crocs (CROX) | 9.6 | $16M | 112k | 144.81 |
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| Microsoft Corporation (MSFT) | 9.4 | $16M | 37k | 430.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $16M | 93k | 167.19 |
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| Deere & Company (DE) | 7.8 | $13M | 32k | 417.33 |
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| Apple (AAPL) | 7.7 | $13M | 56k | 233.00 |
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| Wal-Mart Stores (WMT) | 7.6 | $13M | 159k | 80.75 |
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| Costco Wholesale Corporation (COST) | 7.0 | $12M | 13k | 886.52 |
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| Waste Management (WM) | 6.9 | $12M | 56k | 207.60 |
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| Amazon (AMZN) | 6.1 | $10M | 55k | 186.33 |
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| Home Depot (HD) | 4.8 | $8.1M | 20k | 405.20 |
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| TJX Companies (TJX) | 4.7 | $7.9M | 67k | 117.54 |
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| McDonald's Corporation (MCD) | 4.3 | $7.2M | -3% | 24k | 304.51 |
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| Starbucks Corporation (SBUX) | 2.4 | $4.0M | 41k | 97.49 |
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| Tesla Motors (TSLA) | 0.8 | $1.3M | +2% | 5.0k | 261.63 |
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| Marriott Intl Cl A (MAR) | 0.0 | $54k | 218.00 | 248.60 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $49k | 218.00 | 226.09 |
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| FedEx Corporation (FDX) | 0.0 | $11k | 39.00 | 273.69 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $9.8k | 59.00 | 165.85 |
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Past Filings by TLW Wealth Management
SEC 13F filings are viewable for TLW Wealth Management going back to 2018
- TLW Wealth Management 2024 Q3 filed Nov. 5, 2024
- TLW Wealth Management 2024 Q2 filed Aug. 6, 2024
- TLW Wealth Management 2024 Q1 filed May 7, 2024
- TLW Wealth Management 2023 Q4 filed Jan. 12, 2024
- TLW Wealth Management 2023 Q3 filed Oct. 24, 2023
- TLW Wealth Management 2023 Q2 filed July 20, 2023
- TLW Wealth Management 2023 Q1 filed May 8, 2023
- TLW Wealth Management 2022 Q4 filed Jan. 26, 2023
- TLW Wealth Management 2022 Q3 filed Oct. 25, 2022
- TLW Wealth Management 2022 Q2 filed July 25, 2022
- TLW Wealth Management 2022 Q1 filed April 19, 2022
- TLW Wealth Management 2021 Q4 filed Jan. 24, 2022
- TLW Wealth Management 2021 Q3 filed Dec. 8, 2021
- TLW Wealth Management 2021 Q2 filed July 23, 2021
- TLW Wealth Management 2021 Q1 filed April 29, 2021
- TLW Wealth Management 2020 Q4 filed Feb. 12, 2021