Tlw Wealth Management, LLC Portfolio Holdings
Tlw Wealth Management, LLC
- $168 Million
- Q3 2024
Tlw Wealth Management, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $168 Million distributed in 19 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 $19.7M, Crocs, Inc. with a value of $16.2M, Microsoft Corp with a value of $15.9M, Alphabet Inc. with a value of $15.5M, and Deere & CO with a value of $13.1M.
Examining the 13F form we can see an increase of $7.86M in the current position value, from $161M 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: $55 Million
Technology: $28.9 Million
Industrials: $24.7 Million
Consumer Defensive: $24.5 Million
Financial Services: $19.7 Million
Communication Services: $15.5 Million
ETFs: $49,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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