TLW Wealth Management

Latest statistics and disclosures from TLW Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, MSFT, DIS, DE, UNP, and represent 30.77% of TLW Wealth Management's stock portfolio.
  • Added to shares of these 1 stocks: BRK.B (+$6.62M).
  • Started 1 new stock positions in BRK.B.
  • TLW Wealth Management was a net buyer of stock by $6.62M.
  • TLW Wealth Management has $102.68M in assets under management (AUM), growing by 6.90%.

Companies in the TLW Wealth Management portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berkshire Hathaway (BRK.B) 6.45 31077 NEW 213.18
Microsoft Corporation (MSFT) 6.21 47600 133.95
Walt Disney Company (DIS) 6.21 45686 139.65
Deere & Company (DE) 6.18 38287 165.72
Union Pacific Corporation (UNP) 5.72 34710 169.12
Amazon (AMZN) 5.66 3069 1893.78
Alphabet Inc Class C cs 5.49 5219 1080.86
General Motors Company (GM) 5.37 143134 38.53
Verizon Communications (VZ) 5.35 96074 57.13
Apple (AAPL) 5.23 27150 197.94
Crocs (CROX) 4.40 228560 19.75
Twitter 3.89 114317 34.90
Kohl's Corporation (KSS) 3.82 82484 47.55
Xylem 3.57 43864 83.64
Facebook Inc cl a 3.53 18788 193.00
J.M. Smucker Company (SJM) 3.36 29956 115.20
Boeing Company (BA) 2.91 8201 363.98
Netflix (NFLX) 2.75 7700 367.27
Paypal Holdings 2.75 24701 114.45
Expeditors International of Washington (EXPD) 2.47 33466 75.87
TJX Companies (TJX) 2.36 45912 52.88
Wal-Mart Stores (WMT) 2.32 21523 110.49
Fitbit 2.05 477736 4.40
Home Depot (HD) 1.75 8619 207.91
Turtle Beach Corp Com New stock 0.16 14500 11.59
Marriott International (MAR) 0.03 218 142.20
Canopy Gro 0.00 40 50.00

Past 13F-HR SEC Filings by TLW Wealth Management

View All Filings