Tlwm Portfolio Holdings
Tlwm
- $503 Million
- Q4 2024
Tlwm has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $503 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $102M, Ishares Russell 3000 ETF with a value of $98.4M, Ishares Msci Acwi Ex Us ETF with a value of $43M, Invesco Et Self Idxd Fd Tr Bul with a value of $29.6M, and Invesco ETF Fd Tr Invesco Bull with a value of $26.6M.
Examining the 13F form we can see an increase of $13M in the current position value, from $491M to 503M.
Tlwm is based out at San Antonio, TX
Below you can find more details about Tlwm portfolio as well as his latest detailed transactions.
Portfolio value
$503 Million
ETFs: $449 Million
Technology: $14.4 Million
Financial Services: $10.4 Million
Consumer Cyclical: $6.93 Million
Industrials: $5.54 Million
Communication Services: $4.97 Million
Healthcare: $4.17 Million
Energy: $2.87 Million
Other: $3.58 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|