Fund HoldingsTLW Wealth Management, LLC

Total Portfolio Value
$167.88M
Total Bought
$18.86M
Total Sold
$12.99M
Net Transaction
+$5.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)4,99112,235+7,2441,3064,9412.94%+3,635
META PLATFORMS INC(META)05,361+5,36103,1391.87%+3,139
ALPHABET INC(GOOG)92,85793,128+27115,52517,73510.56%+2,211
AMAZON COM INC(AMZN)54,73555,234+49910,19912,1187.22%+1,919
WALMART INC(WMT)158,885159,377+49212,83014,4008.58%+1,570
TJX COS INC NEW(TJX)67,06374,245+7,1827,8838,9705.34%+1,087
APPLE INC(AAPL)55,94555,544-40113,03513,9098.29%+874
HOME DEPOT INC(HD)20,06722,443+2,3768,1318,7305.20%+599
COSTCO WHSL CORP NEW(COST)13,21413,275+6111,71412,1637.25%+449
DEERE & CO(DE)31,48731,442-4513,14013,3227.94%+182
MARRIOTT INTL INC NEW(MAR)218218054610.04%+7
SELECT SECTOR SPDR TR
ST STR TECHN ETF
218218049510.03%+1
ALPHABET INC(GOOG)590-59100-10
FEDEX CORP(FDX)390-39110-11
WASTE MGMT INC DEL(WM)55,60555,633+2811,54411,2266.69%-317
MICROSOFT CORP(MSFT)36,96536,964-115,90615,5809.28%-326
BERKSHIRE HATHAWAY INC DEL42,72242,489-23319,66319,25911.47%-404
CROCS INC(CROX)111,905112,032+12716,20512,2717.31%-3,934
STARBUCKS CORP(SBUX)41,00251-40,9513,99750.00%-3,993
MCDONALDS CORP(MCD)23,6300-23,6307,1960-7,196
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