TLW Wealth Management as of Sept. 30, 2024
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 | |
Crocs (CROX) | 9.6 | $16M | 112k | 144.81 | |
Microsoft Corporation (MSFT) | 9.4 | $16M | 37k | 430.30 | |
Alphabet Cap Stk Cl C (GOOG) | 9.2 | $16M | 93k | 167.19 | |
Deere & Company (DE) | 7.8 | $13M | 32k | 417.33 | |
Apple (AAPL) | 7.7 | $13M | 56k | 233.00 | |
Wal-Mart Stores (WMT) | 7.6 | $13M | 159k | 80.75 | |
Costco Wholesale Corporation (COST) | 7.0 | $12M | 13k | 886.52 | |
Waste Management (WM) | 6.9 | $12M | 56k | 207.60 | |
Amazon (AMZN) | 6.1 | $10M | 55k | 186.33 | |
Home Depot (HD) | 4.8 | $8.1M | 20k | 405.20 | |
TJX Companies (TJX) | 4.7 | $7.9M | 67k | 117.54 | |
McDonald's Corporation (MCD) | 4.3 | $7.2M | 24k | 304.51 | |
Starbucks Corporation (SBUX) | 2.4 | $4.0M | 41k | 97.49 | |
Tesla Motors (TSLA) | 0.8 | $1.3M | 5.0k | 261.63 | |
Marriott Intl Cl A (MAR) | 0.0 | $54k | 218.00 | 248.60 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $49k | 218.00 | 226.09 | |
FedEx Corporation (FDX) | 0.0 | $11k | 39.00 | 273.69 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $9.8k | 59.00 | 165.85 |