Fund HoldingsTLW Wealth Management, LLC

Total Portfolio Value
$179.49M
Total Bought
$19.27M
Total Sold
$1.45M
Net Transaction
+$17.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)37,35537,457+10214,02318,63110.38%+4,609
ALPHABET INC(GOOG)93,68794,038+35114,63716,6819.29%+2,045
AMAZON COM INC(AMZN)56,31557,880+1,56510,71412,6987.07%+1,984
META PLATFORMS INC(META)7,4698,341+8724,3056,1563.43%+1,852
WALMART INC(WMT)161,459161,904+44514,17415,8318.82%+1,656
DEERE & CO(DE)31,25631,386+13014,67015,9598.89%+1,289
TESLA INC(TSLA)15,28015,864+5843,9605,0392.81%+1,079
INTUIT(INTU)0974+97407670.43%+767
FASTENAL CO(FAST)016,635+16,63506990.39%+699
COSTCO WHSL CORP NEW(COST)13,60113,638+3712,86413,5017.52%+637
TJX COS INC NEW(TJX)75,67275,822+1509,2179,3635.22%+146
HOME DEPOT INC(HD)23,07823,168+908,4588,4944.73%+36
MARRIOTT INTL INC NEW(MAR)218218052600.03%+8
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2170-217450-45
WASTE MGMT INC DEL(WM)59,12759,407+28013,68813,5947.57%-95
CROCS INC(CROX)99,751100,329+57810,59410,1615.66%-432
APPLE INC(AAPL)56,17153,989-2,18212,47711,0776.17%-1,400
BERKSHIRE HATHAWAY INC DEL42,66742,780+11322,72420,78111.58%-1,942
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