Tlw Wealth Management, LLC Portfolio Holdings

Tlw Wealth Management, LLC

  • $168 Million
  • Q4 2024

Tlw Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Million distributed in 17 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 $19.3M, Alphabet Inc. with a value of $17.7M, Microsoft Corp with a value of $15.6M, Walmart Inc. with a value of $14.4M, and Apple Inc. with a value of $13.9M.

Examining the 13F form we can see an decrease of $487K in the current position value, from $168M to 168M.

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

Portfolio value $168 Million
Consumer Cyclical: $47.1 Million
Technology: $29.5 Million
Consumer Defensive: $26.6 Million
Industrials: $24.5 Million
Communication Services: $20.9 Million
Financial Services: $19.3 Million
ETFs: $50,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50,000 0.03% of portfolio
218
Q2 2024 Reduced 8.79%

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $168 Million
  • Prior Value $168 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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