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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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