$116 Million is the total value of TLW Wealth Management, LLC's 19 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Sell | HOME DEPOT INC | $3,150,000 | -14.7% | 12,576 | -36.4% | 2.72% | -32.7% |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -98,419 | -100.0% | -5.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 8.9% |
| CROCS INC | 19 | Q3 2023 | 12.5% |
| MICROSOFT CORP | 19 | Q3 2023 | 9.8% |
| DEERE & CO | 19 | Q3 2023 | 11.3% |
| ALPHABET INC | 19 | Q3 2023 | 9.4% |
| AMAZON COM INC | 19 | Q3 2023 | 7.5% |
| HOME DEPOT INC | 19 | Q3 2023 | 5.5% |
| TJX COS INC NEW | 19 | Q3 2023 | 4.6% |
| TURTLE BEACH CORP | 19 | Q3 2023 | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | 18 | Q3 2023 | 11.5% |
View TLW Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-24 |
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.