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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 $140,377,333
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 43,306 $15,445,518 11%
2.
Microsoft Corp
 MSFT 37,634 $14,151,889 10.08%
3.
Alphabet Inc.
 GOOG 94,654 $13,339,588 9.5%
4.
Deere & Co
 DE 32,137 $12,850,622 9.15%
5.
Apple Inc.
 AAPL 56,439 $10,866,201 7.74%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)