Tlw Wealth Management, LLC Portfolio Holdings

Tlw Wealth Management, LLC

  • $167 Million
  • Q1 2025

Tlw Wealth Management, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $167 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.7M, Deere & CO with a value of $14.7M, Alphabet Inc. with a value of $14.6M, Walmart Inc. with a value of $14.2M, and Microsoft Corp with a value of $14M.

Examining the 13F form we can see an decrease of $1.3M in the current position value, from $168M to 167M.

Below you can find more details about Tlw Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Million
Consumer Cyclical: $43 Million
Industrials: $28.4 Million
Consumer Defensive: $27 Million
Technology: $26.5 Million
Financial Services: $22.7 Million
Communication Services: $18.9 Million
ETFs: $44,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$656B
$22.7 Million 13.64% of portfolio
42,667
Q1 2025 Added 0.42%
$153B
$14.7 Million 8.81% of portfolio
31,256
Q1 2025 Reduced 0.59%
$1.05T
$14.6 Million 8.79% of portfolio
93,687
Q1 2025 Added 0.6%
$268B
$14.2 Million 8.51% of portfolio
161,459
Q1 2025 Added 1.31%
$3.43T
$14 Million 8.42% of portfolio
37,355
Q1 2025 Added 1.06%
$98.9B
$13.7 Million 8.22% of portfolio
59,127
Q1 2025 Added 6.28%
$460B
$12.9 Million 7.72% of portfolio
13,601
Q1 2025 Added 2.46%
$3.23T
$12.5 Million 7.49% of portfolio
56,171
Q1 2025 Added 1.13%
$2.09T
$10.7 Million 6.43% of portfolio
56,315
Q1 2025 Added 1.96%
$6.29B
$10.6 Million 6.36% of portfolio
99,751
Q1 2025 Reduced 10.96%
$147B
$9.22 Million 5.53% of portfolio
75,672
Q1 2025 Added 1.92%
$377B
$8.46 Million 5.08% of portfolio
23,078
Q1 2025 Added 2.83%
$1.46T
$4.3 Million 2.58% of portfolio
7,469
Q1 2025 Added 39.32%
$1.09T
$3.96 Million 2.38% of portfolio
15,280
Q1 2025 Added 24.89%
$85.6B
$51,000 0.03% of portfolio
218
Q4 2022 New
$0
$44,000 0.03% of portfolio
217
Q1 2025 Reduced 0.46%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $167 Million
  • Prior Value $168 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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