Tlwm Incresed Positions in Q1 2025

Tlwm

  • $495 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
32.9K
+ 2.49%
$20.05 - $20.4 $659K - $671K
1.36M $27.6M
BSCU
Invesco Exc Self Ind Tr

ETFs
34.7K
+ 2.16%
$16.2 - $16.64 $562K - $577K
1.64M $27.2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
33.1K
+ 2.97%
$19.43 - $19.62 $643K - $650K
1.15M $22.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
33.2K
+ 2.86%
$20.64 - $20.73 $686K - $689K
1.2M $24.8M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
32.8K
+ 2.15%
$19.42 - $19.54 $637K - $641K
1.56M $30.3M
RSG
Republic Services, Inc.

Industrials
169
+ 2.26%
$200.09 - $242.16 $33.8K - $40.9K
7.64K $1.85M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.36K
+ 21.39%
$91.45 - $91.75 $307K - $308K
19.1K $1.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 1.29%
$442.66 - $534.52 $15.5K - $18.7K
2.74K $1.46M
CVX
Chevron Corp

Energy
102
+ 1.08%
$146.71 - $167.97 $15K - $17.1K
9.51K $1.59M
V
Visa Inc.

Financial Services
121
+ 2.28%
$306.92 - $362.71 $37.1K - $43.9K
5.43K $1.9M
AZN
Astrazeneca PLC

Healthcare
578
+ 3.47%
$65.37 - $77.96 $37.8K - $45.1K
17.3K $1.27M
SCHW
Schwab Charles Corp

Financial Services
1.11K
+ 6.72%
$71.24 - $83.64 $78.8K - $92.5K
17.6K $1.38M
CRS
Carpenter Technology Corp

Industrials
178
+ 1.78%
$172.39 - $212.53 $30.7K - $37.8K
10.2K $1.84M
XOM
Exxon Mobil Corp

Energy
50
+ 0.53%
$105.44 - $118.93 $5.27K - $5.95K
9.44K $1.12M
ZS
Zscaler, Inc.

Technology
26
+ 0.57%
$181.66 - $216.87 $4.72K - $5.64K
4.61K $913K
GD
General Dynamics Corp

Industrials
189
+ 4.78%
$241.94 - $272.58 $45.7K - $51.5K
4.15K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
57
+ 1.93%
$279.74 - $321.29 $15.9K - $18.3K
3.01K $938K
UNH
Unitedhealth Group Inc

Healthcare
28
+ 1.03%
$461.52 - $548.18 $12.9K - $15.3K
2.74K $1.43M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.02K
+ 21.16%
$16.57 - $18.85 $99.7K - $113K
34.4K $572K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114
+ 5.9%
$507.05 - $563.67 $57.8K - $64.3K
2.05K $1.05M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
119
+ 0.53%
$23.55 - $23.74 $2.8K - $2.83K
22.5K $530K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
115
+ 0.53%
$24.41 - $24.65 $2.81K - $2.83K
21.7K $531K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
123
+ 0.55%
$23.49 - $23.77 $2.89K - $2.92K
22.4K $527K
Jacobs Solutions Inc
105
+ 1.72%
N/A
6.23K $0
BSMU
Invesco Exchange Self Ind Tr

ETFs
137
+ 0.57%
$21.49 - $22.03 $2.94K - $3.02K
24.1K $520K
EMN
Eastman Chemical CO

Basic Materials
314
+ 3.55%
$87.05 - $103.47 $27.3K - $32.5K
9.15K $806K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
127
+ 0.55%
$22.66 - $23.19 $2.88K - $2.95K
23.2K $528K
WMT
Walmart Inc.

Consumer Defensive
434
+ 2.15%
$84.5 - $105.05 $36.7K - $45.6K
20.7K $1.81M
META
Meta Platforms, Inc.

Communication Services
52
+ 1.26%
$576.36 - $736.67 $30K - $38.3K
4.19K $2.42M
NICE
Nice Ltd.

Technology
144
+ 4.1%
$139.18 - $178.5 $20K - $25.7K
3.66K $563K
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.47%
$468.34 - $539.52 $2.81K - $3.24K
1.3K $607K
NXPI
Nxp Semiconductors N.V.

Technology
20
+ 0.49%
$189.99 - $245.86 $3.8K - $4.92K
4.1K $779K
HON
Honeywell International Inc

Industrials
62
+ 1.08%
$202.75 - $226.52 $12.6K - $14K
5.81K $1.23M
BAC
Bank Of America Corp

Financial Services
184
+ 0.51%
$39.61 - $47.74 $7.29K - $8.78K
36.3K $1.51M
MS
Morgan Stanley

Financial Services
248
+ 1.82%
$111.68 - $141.08 $27.7K - $35K
13.9K $1.62M
STZ
Constellation Brands, Inc.

Consumer Defensive
32
+ 0.96%
$161.05 - $222.93 $5.15K - $7.13K
3.35K $614K
NVDA
Nvidia Corp

Technology
1.36K
+ 12.98%
$106.98 - $149.43 $145K - $203K
11.8K $1.28M
ADBE
Adobe Inc.

Technology
36
+ 1.53%
$377.84 - $464.11 $13.6K - $16.7K
2.39K $915K
MSFT
Microsoft Corp

Technology
132
+ 2.24%
$375.39 - $447.2 $49.6K - $59K
6.02K $2.26M
EVR
Evercore Inc.

Financial Services
199
+ 5.57%
$190.28 - $291.27 $37.9K - $58K
3.77K $753K
AAPL
Apple Inc.

Technology
444
+ 3.42%
$209.68 - $247.1 $93.1K - $110K
13.4K $2.98M
AMZN
Amazon Com Inc

Consumer Cyclical
179
+ 1.44%
$190.26 - $242.06 $34.1K - $43.3K
12.6K $2.39M
GOOGL
Alphabet Inc.

Communication Services
60
+ 0.51%
$154.33 - $206.19 $9.26K - $12.4K
11.8K $1.83M
CRM
Salesforce, Inc.

Technology
149
+ 2.23%
$268.36 - $359.95 $40K - $53.6K
6.84K $1.84M
MRVL
Marvell Technology, Inc.

Technology
41
+ 0.46%
$61.57 - $126.06 $2.52K - $5.17K
9K $554K
KBE
Spdr S&P Bank ETF

ETFs
1.54K
+ 0.48%
$51.28 - $59.92 $78.9K - $92.2K
324K $17.1M
XLK
Technology Sector Spdr

ETFs
771
+ 0.97%
$206.38 - $242.18 $159K - $187K
80.7K $16.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
360
+ 0.21%
$551.42 - $612.93 $199K - $221K
174K $97.1M
IWV
Ishares Russell 3000 ETF

ETFs
1.05K
+ 0.36%
$313.1 - $349.83 $329K - $368K
295K $93.8M
Activity Summary
Buys All Purchases 51 New Holdings 1 Increased Positions 50 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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