TLW Wealth Management as of March 31, 2024
Portfolio Holdings for TLW Wealth Management
TLW Wealth Management holds 21 positions in its portfolio as reported in the March 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) | 11.6 | $18M | 43k | 420.52 | |
Crocs (CROX) | 10.4 | $16M | 114k | 143.80 | |
Microsoft Corporation (MSFT) | 10.0 | $16M | 37k | 420.72 | |
Alphabet Cap Stk Cl C (GOOG) | 9.1 | $14M | 94k | 152.26 | |
Deere & Company (DE) | 8.4 | $13M | 32k | 410.74 | |
Waste Management (WM) | 7.7 | $12M | 57k | 213.15 | |
Amazon (AMZN) | 6.4 | $10M | 55k | 180.38 | |
Costco Wholesale Corporation (COST) | 6.2 | $9.8M | 13k | 732.63 | |
Wal-Mart Stores (WMT) | 6.2 | $9.7M | 162k | 60.17 | |
Apple (AAPL) | 6.2 | $9.7M | 57k | 171.48 | |
Home Depot (HD) | 5.0 | $7.8M | 20k | 383.60 | |
TJX Companies (TJX) | 4.4 | $6.9M | 68k | 101.42 | |
Starbucks Corporation (SBUX) | 4.2 | $6.6M | 72k | 91.39 | |
McDonald's Corporation (MCD) | 3.5 | $5.5M | 20k | 281.95 | |
Tesla Motors (TSLA) | 0.5 | $854k | 4.9k | 175.79 | |
Marriott Intl Cl A (MAR) | 0.0 | $55k | 218.00 | 252.31 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $50k | 239.00 | 208.55 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $31k | 472.00 | 64.99 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $8.9k | 59.00 | 150.93 | |
FedEx Corporation (FDX) | 0.0 | $6.7k | 23.00 | 289.74 | |
Procter & Gamble Company (PG) | 0.0 | $162.000000 | 1.00 | 162.00 |