$91.4 Million is the total value of TLW Wealth Management, LLC's 20 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,649,000 | +4.5% | 41,838 | +29.5% | 8.37% | +31.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,198,000 | -12.9% | 5,330 | +0.2% | 6.78% | +9.8% |
| AMZN | Buy | AMAZON COM INC | $6,134,000 | +6.1% | 3,146 | +0.6% | 6.71% | +33.7% |
| DIS | Buy | DISNEY WALT CO | $4,500,000 | -33.1% | 46,580 | +0.2% | 4.92% | -15.7% |
| KO | Buy | COCA COLA CO | $4,195,000 | -2.7% | 94,813 | +21.7% | 4.59% | +22.6% |
| CROX | Buy | CROCS INC | $4,093,000 | -56.1% | 240,918 | +8.3% | 4.48% | -44.7% |
| HD | Buy | HOME DEPOT INC | $3,691,000 | +10.3% | 19,768 | +29.1% | 4.04% | +39.0% |
| WMT | Buy | WALMART INC | $3,342,000 | -3.7% | 29,418 | +0.7% | 3.66% | +21.3% |
| SBUX | Buy | STARBUCKS CORP | $3,104,000 | +38700.0% | 47,218 | +52364.4% | 3.40% | +48428.6% |
| WM | Buy | WASTE MGMT INC DEL | $2,851,000 | -17.9% | 30,804 | +1.1% | 3.12% | +3.4% |
| TJX | Buy | TJX COS INC NEW | $2,234,000 | -21.6% | 46,719 | +0.0% | 2.44% | -1.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 8.9% |
| CROCS INC | 22 | Q2 2024 | 12.5% |
| MICROSOFT CORP | 22 | Q2 2024 | 10.4% |
| DEERE & CO | 22 | Q2 2024 | 11.3% |
| ALPHABET INC | 22 | Q2 2024 | 10.6% |
| AMAZON COM INC | 22 | Q2 2024 | 7.5% |
| HOME DEPOT INC | 22 | Q2 2024 | 5.5% |
| TJX COS INC NEW | 22 | Q2 2024 | 4.6% |
| BERKSHIRE HATHAWAY INC DEL | 21 | Q2 2024 | 11.6% |
| WALMART INC | 21 | Q2 2024 | 6.7% |
View TLW Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-25 |
View TLW Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.