Tlwm Portfolio Holdings
Tlwm
- $491 Million
- Q3 2024
Tlwm has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $491 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 $98.6M, Ishares Russell 3000 ETF with a value of $95.7M, Ishares Msci Acwi Ex Us ETF with a value of $46.6M, Vanguard Total Stock Market Et with a value of $38.9M, and Invesco Et Self Idxd Fd Tr Bul with a value of $27.5M.
Examining the 13F form we can see an increase of $28M in the current position value, from $462M to 491M.
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
$491 Million
ETFs: $442 Million
Technology: $13.4 Million
Financial Services: $7.98 Million
Healthcare: $5.47 Million
Consumer Cyclical: $5.27 Million
Communication Services: $4.49 Million
Industrials: $4.11 Million
Consumer Defensive: $3.08 Million
Other: $3.88 Million
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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