Fund HoldingsTLW Wealth Management, LLC

Total Portfolio Value
$138.70M
Total Bought
$3.2K
Total Sold
$11.39M
Net Transaction
-$11.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)40,41840,051-36711,65313,6399.83%+1,986
ALPHABET INC(GOOG)95,49194,674-8179,93111,4538.26%+1,522
AMAZON COM INC(AMZN)55,66655,228-4385,7507,2005.19%+1,450
BERKSHIRE HATHAWAY INC DEL43,56943,265-30413,45314,75310.64%+1,301
WASTE MGMT INC DEL(WM)56,57456,307-2679,2319,7657.04%+534
COSTCO WHSL CORP NEW(COST)13,46313,368-956,6897,1975.19%+508
WALMART INC(WMT)51,02150,682-3397,5237,9665.74%+443
TJX COS INC NEW(TJX)59,47459,063-4114,6605,0083.61%+348
HOME DEPOT INC(HD)21,02020,918-1026,2036,4984.68%+295
TESLA INC(TSLA)3,4773,407-707218920.64%+171
MCDONALDS CORP(MCD)10,15910,059-1002,8413,0022.16%+161
UNION PAC CORP(UNP)33,41833,001-4176,7266,7534.87%+27
TURTLE BEACH CORP14,50014,50001451690.12%+24
PROCTER AND GAMBLE CO(PG)14,39814,236-1622,1412,1601.56%+19
MARRIOTT INTL INC NEW(MAR)218218036400.03%+4
FEDEX CORP(FDX)1123+12360.00%+3
STARBUCKS CORP(SBUX)29,73229,614-1183,0962,9342.12%-162
APPLE INC(AAPL)71,44159,557-11,88411,78111,5528.33%-228
DEERE & CO(DE)32,33132,163-16813,34913,0329.40%-317
CROCS INC(CROX)131,342130,594-74816,60714,68410.59%-1,923
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