TW

TLW Wealth Management, LLC

13F
TLW Wealth Management, LLC
Last update 2025-04-28 16 Stocks (0 new)
Value $167.00 Mil Turnover 3 %
Countries:
Top Holdings: BRK.B(13.64%)DE(8.81%)GOOG(8.79%)WMT(8.51%)MSFT(8.42%)
Summary Stock Picks Current Portfolio
TLW Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
42,667
22,723.6
+0.42%
13.640
+0.06%
0.000
-10.05%
+5.08%
1,025,733.1
Insurance
DE
Deere & Co
31,256
14,670.0
-0.59%
8.810
-0.05%
0.010
+8.88%
+20.60%
137,474.5
Farm & Heavy Construction Machinery
GOOG
Alphabet Inc
93,687
14,636.7
+0.60%
8.790
+0.05%
0.000
+13.35%
-3.78%
2,210,009.2
Interactive Media
WMT
Walmart Inc
161,459
14,174.5
+1.31%
8.510
+0.11%
0.000
+1.35%
+6.56%
764,364.5
Retail - Defensive
MSFT
Microsoft Corp
37,355
14,022.7
+1.06%
8.420
+0.09%
0.000
+29.95%
+19.80%
3,738,718.2
Software
WM
Waste Management Inc
59,127
13,688.5
+6.28%
8.220
+0.49%
0.010
-0.95%
+14.45%
92,272.1
Waste Management
COST
Costco Wholesale Corp
13,601
12,863.5
+2.46%
7.720
+0.19%
0.000
+0.29%
+7.31%
435,011.1
Retail - Defensive
AAPL
Apple Inc
56,171
12,477.3
+1.13%
7.490
+0.08%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
AMZN
Amazon.com Inc
56,315
10,714.5
+1.96%
6.430
+0.12%
0.000
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
CROX
Crocs Inc
99,751
10,593.6
-10.96%
6.360
-0.80%
0.180
+12.35%
-6.87%
5,720.2
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories

TLW Wealth Management, LLC's Historical Top Holdings Breakdowns

TLW Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CROX
Crocs Inc
2025-03-31
Reduce
Reduce
-0.80%
●
88.83 ($103.63) 112.59
$102.01
-1.56%
Reduce -10.96%
99,751
-12,281
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.73%
●
576.36 ($645.17) 736.67
$720.92
11.74%
Add 39.32%
7,469
2,108
WM
Waste Management Inc
2025-03-31
Add
Add
+0.49%
●
200.54 ($221.47) 233.78
$229.30
3.54%
Add 6.28%
59,127
3,494
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.47%
●
222.15 ($333.26) 428.22
$316.90
-4.91%
Add 24.89%
15,280
3,045
COST
Costco Wholesale Corp
2025-03-31
Add
Add
+0.19%
●
890.62 ($974.97) 1076.86
$980.91
0.61%
Add 2.46%
13,601
326
HD
The Home Depot Inc
2025-03-31
Add
Add
+0.14%
●
347.25 ($389.72) 424.87
$370.11
-5.03%
Add 2.83%
23,078
635
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.12%
●
190.26 ($217) 242.06
$225.69
4.00%
Add 1.96%
56,315
1,081
WMT
Walmart Inc
2025-03-31
Add
Add
+0.11%
●
84.5 ($93.81) 105.05
$95.78
2.10%
Add 1.31%
161,459
2,082
TJX
TJX Companies Inc
2025-03-31
Add
Add
+0.10%
●
112.81 ($121.39) 126.16
$123.56
1.79%
Add 1.92%
75,672
1,427
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.09%
●
375.39 ($407.71) 447.2
$503.02
23.38%
Add 1.06%
37,355
391

TLW Wealth Management, LLC Total Holding History ($B)

To

TLW Wealth Management, LLC's Asset Allocation

To

TLW Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TLW Wealth Management, LLC's Hypothetical Growth since 2025-03-31

TLW Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TLW Wealth Management, LLC's Holdings Heat Map

Size field:

TLW Wealth Management, LLC's Holdings Bubble Chart

TLW Wealth Management, LLC News

  • 1

Discussions on TLW Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.