$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| HEAR | TURTLE BEACH CORP | $90,000 | -34.3% | 14,500 | 0.0% | 0.10% | -16.8% |
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.