$155 Million is the total value of TLW Wealth Management, LLC's 19 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CROX | Sell | CROCS INC | $12,391,000 | +35.3% | 197,749 | -7.7% | 8.00% | +17.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $11,626,000 | +8.7% | 50,142 | -0.2% | 7.50% | -5.7% |
| AAPL | Sell | APPLE INC | $11,489,000 | +13.8% | 86,584 | -0.7% | 7.42% | -1.2% |
| MSFT | Sell | MICROSOFT CORP | $10,615,000 | +5.2% | 47,724 | -0.5% | 6.85% | -8.7% |
| DE | Sell | DEERE & CO | $10,467,000 | +20.3% | 38,902 | -0.9% | 6.76% | +4.4% |
| AMZN | Sell | AMAZON COM INC | $10,214,000 | +2.6% | 3,136 | -0.8% | 6.59% | -10.9% |
| TWTR | Sell | TWITTER INC | $10,209,000 | +17.3% | 188,535 | -3.6% | 6.59% | +1.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $9,483,000 | +18.2% | 5,413 | -0.8% | 6.12% | +2.6% |
| DIS | Sell | DISNEY WALT CO | $8,154,000 | +41.9% | 45,006 | -2.8% | 5.26% | +23.1% |
| WM | Sell | WASTE MGMT INC DEL | $6,861,000 | +3.1% | 58,179 | -1.1% | 4.43% | -10.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.