Tlwm Portfolio Holdings
Tlwm
- $495 Million
- Q1 2025
Tlwm has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $495 Million distributed in 80 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 $97.1M, Ishares Russell 3000 ETF with a value of $93.8M, Ishares Msci Acwi Ex Us ETF with a value of $45.6M, Invesco Et Self Idxd Fd Tr Bul with a value of $30.3M, and Invesco ETF Fd Tr Invesco Bull with a value of $27.6M.
Examining the 13F form we can see an decrease of $8.09M in the current position value, from $503M to 495M.
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
$495 Million
ETFs: $444 Million
Technology: $12.7 Million
Financial Services: $10.6 Million
Industrials: $6.05 Million
Consumer Cyclical: $5.46 Million
Healthcare: $4.56 Million
Communication Services: $4.49 Million
Energy: $3.24 Million
Other: $3.48 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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