|
Entity | Shares/Amount Change | Position Value Change |
XLK |
+239 | +$50 | GOOGL |
+59 | +$9 |
Entity | Shares/Amount Change | Position Value Change |
PG |
-1 | $UNCH |
Entity | Shares/Amount Change | Position Value Change |
WMT |
+107,820 | +$1,221 | TSLA |
+1,420 | $UNCH | MCD |
+377 | -$172 | TJX |
+152 | +$534 | AMZN |
+80 | +$1,588 | AAPL |
+60 | -$1,178 | HD |
+3 | +$759 | MAR |
UNCH | +$6 | OXY |
UNCH | +$3 | FDX |
UNCH | +$1 |
Entity | Shares/Amount Change | Position Value Change |
SBUX |
-1,053 | -$434 | CROX |
-638 | +$5,682 | GOOG |
-469 | +$1,001 | MSFT |
-205 | +$1,595 | BRK |
-59 | +$2,740 | DE |
-41 | +$332 | COST |
-8 | +$964 | WM |
-1 | +$1,930 | PG |
UNCH | $UNCH |
Size ($ in 1000's)
At 03/31/2024: $157,008 At 12/31/2023: $140,377
TLW Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TLW Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by TLW Wealth Management LLC to be as follows, presented in the
table below with each row detailing each TLW Wealth Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-TLW Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by TLW Wealth Management LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
BERKSHIRE HATHAWAY INC DEL |
|
|
$18,186 | BRK.B | 43,247 | -59 | $18,186 | CROCS INC |
113,940 |
-638 |
$16,385 | CROX | 113,940 | -638 | $16,385 | MICROSOFT CORP |
37,429 |
-205 |
$15,747 | MSFT | 37,429 | -205 | $15,747 | ALPHABET INC |
94,185 |
-469 |
$14,341 | GOOG | 94,185 | -469 | $14,341 | DEERE & CO |
32,096 |
-41 |
$13,183 | DE | 32,096 | -41 | $13,183 | WASTE MGMT INC DEL |
56,668 |
-1 |
$12,079 | WM | 56,668 | -1 | $12,079 | AMAZON COM INC |
55,393 |
+80 |
$9,992 | AMZN | 55,393 | +80 | $9,992 | COSTCO WHSL CORP NEW |
13,363 |
-8 |
$9,790 | COST | 13,363 | -8 | $9,790 | WALMART INC |
161,854 |
+107,820 |
$9,739 | WMT | 161,854 | +107,820 | $9,739 | APPLE INC |
56,499 |
+60 |
$9,688 | AAPL | 56,499 | +60 | $9,688 | HOME DEPOT INC |
20,445 |
+3 |
$7,843 | HD | 20,445 | +3 | $7,843 | TJX COS INC NEW |
68,371 |
+152 |
$6,934 | TJX | 68,371 | +152 | $6,934 | STARBUCKS CORP |
72,152 |
-1,053 |
$6,594 | SBUX | 72,152 | -1,053 | $6,594 | MCDONALDS CORP |
19,511 |
+377 |
$5,501 | MCD | 19,511 | +377 | $5,501 | TESLA INC |
4,856 |
+1,420 |
$854 | TSLA | 4,856 | +1,420 | $854 | MARRIOTT INTL INC NEW |
218 |
UNCH |
$55 | MAR | 218 | UNCH | $55 | SELECT SECTOR SPDR TR (XLK) |
239 |
+239 |
$50 | XLK | 239 | +239 | $50 | OCCIDENTAL PETE CORP |
472 |
UNCH |
$31 | OXY | 472 | UNCH | $31 | ALPHABET INC |
59 |
+59 |
$9 | GOOGL | 59 | +59 | $9 | FEDEX CORP |
23 |
UNCH |
$7 | FDX | 23 | UNCH | $7 | PROCTER AND GAMBLE CO |
1 |
+0 |
$0 | PG | 1 | UNCH | $0 |
See Summary: TLW Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By TLW Wealth Management LLC
|
|