TLW Wealth Management as of June 30, 2024
Portfolio Holdings for TLW Wealth Management
TLW Wealth Management holds 21 positions in its portfolio as reported in the June 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) | 10.9 | $18M | 43k | 406.80 | |
Alphabet Cap Stk Cl C (GOOG) | 10.6 | $17M | 93k | 183.42 | |
Microsoft Corporation (MSFT) | 10.4 | $17M | 37k | 446.95 | |
Crocs (CROX) | 10.2 | $16M | 112k | 145.94 | |
Waste Management (WM) | 7.4 | $12M | 56k | 213.34 | |
Deere & Company (DE) | 7.4 | $12M | 32k | 373.63 | |
Apple (AAPL) | 7.3 | $12M | 56k | 210.62 | |
Costco Wholesale Corporation (COST) | 7.0 | $11M | 13k | 849.99 | |
Wal-Mart Stores (WMT) | 6.7 | $11M | 159k | 67.71 | |
Amazon (AMZN) | 6.6 | $11M | 55k | 193.25 | |
TJX Companies (TJX) | 4.6 | $7.4M | 67k | 110.10 | |
Home Depot (HD) | 4.3 | $6.9M | 20k | 344.24 | |
McDonald's Corporation (MCD) | 3.9 | $6.3M | 25k | 254.84 | |
Starbucks Corporation (SBUX) | 2.0 | $3.2M | 41k | 77.85 | |
Tesla Motors (TSLA) | 0.6 | $967k | 4.9k | 197.88 | |
Marriott Intl Cl A (MAR) | 0.0 | $53k | 218.00 | 241.77 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $49k | 218.00 | 226.56 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $15k | 236.00 | 63.03 | |
FedEx Corporation (FDX) | 0.0 | $12k | 39.00 | 299.85 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $11k | 59.00 | 182.15 | |
Procter & Gamble Company (PG) | 0.0 | $165.000000 | 1.00 | 165.00 |