Latest statistics and disclosures from TLW Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MSFT, AAPL, GOOG, AMZN, and represent 37.67% of TLW Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SBUX, BRK.B, HD, KO, CROX, AMZN, WM, WMT, GOOG, DIS.
- Reduced shares in these 10 stocks: BA, , EXPD, AAPL, MAR, MSFT, VZ, FT, TWTR, EWC.
- Sold out of its positions in BA, EXPD, FT, EWC, MAR, SQ, XYL.
- TLW Wealth Management was a net seller of stock by $3.66M.
- TLW Wealth Management has $91.36M in assets under management (AUM), dropping by -20.64%.
Portfolio Holdings for TLW Wealth Management
Companies in the TLW Wealth Management portfolio as of the March 2020 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Berkshire Hathaway (BRK.B)||8.37||41.84k||+29%||182.82|
|Microsoft Corporation (MSFT)||8.27||47.91k||157.70|
|Alphabet Inc Class C cs (GOOG)||6.78||5.33k||1162.85|
|Deere & Company (DE)||5.92||39.13k||138.16|
|Verizon Communications (VZ)||5.79||98.42k||53.73|
|Paypal Holdings (PYPL)||5.70||54.42k||95.74|
|Union Pacific Corporation (UNP)||5.50||35.62k||141.04|
|Walt Disney Company (DIS)||4.93||46.58k||96.61|
|Coca-Cola Company (KO)||4.59||94.81k||+21%||44.24|
|Home Depot (HD)||4.04||19.77k||+29%||186.72|
|Wal-Mart Stores (WMT)||3.66||29.42k||113.60|
|Facebook Inc cl a (FB)||3.46||18.96k||166.82|
|Starbucks Corporation (SBUX)||3.40||47.22k||+52364%||65.74|
|Waste Management (WM)||3.12||30.80k||92.55|
|TJX Companies (TJX)||2.45||46.72k||47.82|
|Turtle Beach Corp Com New stock (HEAR)||0.10||14.50k||6.21|
Past Filings by TLW Wealth Management
View past SEC 13F filings by TLW Wealth Management
- TLW Wealth Management 2019 Q4 filed Jan. 31, 2020
- TLW Wealth Management 2019 Q3 filed Nov. 12, 2019
- TLW Wealth Management 2019 Q2 amended filed Aug. 14, 2019
- TLW Wealth Management 2019 Q2 filed July 25, 2019
- TLW Wealth Management 2019 Q1 filed May 6, 2019
- TLW Wealth Management 2018 Q4 filed Feb. 11, 2019