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Home > Institutional Investor > Tlw Wealth Management, Llc > Profile

Instuitional Investor - Tlw Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Tlw Wealth Management, Llc
Portfolio Value $167,880,193
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 42,489 $19,259,414 11.47%
2.
Alphabet Inc.
 GOOGL 93,128 $17,735,296 10.56%
3.
Microsoft Corp
 MSFT 36,964 $15,580,326 9.28%
4.
Walmart Inc.
 WMT 159,377 $14,399,712 8.57%
5.
Apple Inc.
 AAPL 55,544 $13,909,383 8.28%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)